| Trustcore Financial Services, LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5 | $341 | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5 | $341 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $477 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $614 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 9 | $614 | 0.00% | +5+125.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 12 | $818 | 0.00% | +12 | New |
| Baker Avenue Asset Management, LP | 17 | $1.16K | 0.00% | +17 | New |
| Moisand Fitzgerald Tamayo, LLC | 23 | $1.57K | 0.00% | +23 | New |
| Carolinas Wealth Consulting LLC | 27 | $1.84K | 0.00% | +27 | New |
| M&R Capital Management Inc | 30 | $2.05K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 34 | $2.32K | 0.00% | −3−8.1% | Reduced |
| Harbour Investments, Inc. | 36 | $2.46K | 0.00% | +9+33.3% | Added |
| First Horizon Advisors, Inc. | 37 | $2.52K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 39 | $2.66K | 0.00% | +39 | New |
| Zions Bancorporation, N.A. | 40 | $2.73K | 0.00% | +40 | New |
| TSFG, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $3.00K | 0.00% | +3+8.3% | Added |
| SJS Investment Consulting Inc. | 45 | $3.07K | 0.00% | +15+50.0% | Added |
| Washington Trust Advisors, Inc. | 47 | $3.21K | 0.00% | −9−16.1% | Reduced |
| Comerica Securities,inc. | 49 | $3.34K | 0.00% | +49 | New |
| Truvestments Capital LLC | 51 | $3.48K | 0.00% | +51 | New |
| AdvisorNet Financial, Inc | 54 | $3.68K | 0.00% | +44+440.0% | Added |
| Hantz Financial Services, Inc. | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 62 | $4.23K | 0.00% | −3−4.6% | Reduced |
| Lee Financial Co | 65 | $4.43K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 65 | $4.43K | 0.00% | +65 | New |
| TCI Wealth Advisors, Inc. | 73 | $4.98K | 0.00% | +58+386.7% | Added |
| Tyler-Stone Wealth Management | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 75 | $5.12K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 70 | $5.33K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 80 | $5.46K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 90 | $6.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 91 | $6.21K | 0.00% | +15+19.7% | Added |
| Piershale Financial Group, Inc. | 100 | $6.82K | 0.01% | +100 | New |
| Cullen/Frost Bankers, Inc. | 101 | $6.89K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 102 | $6.96K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $7.00K | 0.00% | +100 | New |
| Tfo-TDC, LLC | 91 | $7.62K | 0.00% | +91 | New |
| Johnson Financial Group, Inc. | 122 | $8.32K | 0.00% | +122 | New |
| Whittier Trust Co of Nevada Inc | 125 | $8.53K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 127 | $8.66K | 0.00% | +44+53.0% | Added |
| Schubert & Co | 129 | $8.80K | 0.01% | +24+22.9% | Added |
| JFS Wealth Advisors, LLC | 137 | $9.34K | 0.00% | +8+6.2% | Added |
| Sofos Investments, Inc. | 68 | $9.66K | 0.10% | −454−87.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 150 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 150 | $10.2K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 171 | $11.7K | 0.01% | +3+1.8% | Added |
| Fiduciary Alliance LLC | 175 | $11.9K | 0.00% | +175 | New |
| West Oak Capital, LLC | 175 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 177 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 184 | $13.0K | 0.00% | +171+1,315.4% | Added |
| West Financial Advisors, LLC | 200 | $13.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $13.6K | 0.00% | +200 | New |
| Solstein Capital, LLC | 202 | $13.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 204 | $13.9K | 0.00% | +204 | New |
| Community Bank, N.A. | 238 | $16.2K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 238 | $16.2K | 0.00% | +238 | New |
| Larson Financial Group LLC | 248 | $16.9K | 0.00% | +1+0.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 250 | $17.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 263 | $18.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 270 | $18.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 275 | $18.8K | 0.01% | +275 | New |
| Proequities, Inc. | 277 | $18.9K | 0.00% | +77+38.5% | Added |
| Federation des caisses Desjardins du Quebec | 285 | $19.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 666 | $20.2K | 0.00% | +666 | New |
| Denali Advisors LLC | 300 | $20.5K | 0.01% | −200−40.0% | Reduced |
| FinTrust Capital Advisors, LLC | 300 | $20.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 307 | $20.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 313 | $21.3K | 0.00% | +12+4.0% | Added |
| Tilia Fiduciary Partners, Inc. | 351 | $23.9K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 348 | $24.0K | 0.00% | +48+16.0% | Added |
| Massmutual Trust Co FSB | 348 | $24.0K | 0.00% | +90+34.9% | Added |
| Peregrine Capital Management LLC | 370 | $25.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 380 | $25.9K | 0.01% | +380 | New |
| Center for Financial Planning, Inc. | 410 | $28.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 418 | $28.5K | 0.01% | +333+391.8% | Added |
| Sageworth Trust Co of South Dakota | 450 | $31.0K | 0.07% | 00.0% | Unchanged |
| Amundi | 421 | $31.6K | 0.00% | +340+419.8% | Added |
| Islay Capital Management, LLC | 487 | $33.2K | 0.04% | −4,909−91.0% | Reduced |
| National Bank of Canada | 494 | $33.7K | 0.00% | −4−0.8% | Reduced |
| Aquatic Capital Management LLC | 500 | $34.0K | 0.00% | +500 | New |
| Mark Sheptoff Financial Planning, LLC | 500 | $34.1K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 503 | $34.3K | 0.01% | −411−45.0% | Reduced |
| Parkside Financial Bank & Trust | 504 | $34.4K | 0.01% | +460+1,045.5% | Added |
| AdvisorShares Investments LLC | 550 | $37.5K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 570 | $39.0K | 0.00% | −130−18.6% | Reduced |
| Lindbrook Capital, LLC | 586 | $40.0K | 0.00% | +134+29.6% | Added |
| Field & Main Bank | 600 | $40.9K | 0.03% | 00.0% | Unchanged |
| Natixis | 642 | $43.8K | 0.00% | +642 | New |
| Dark Forest Capital Management LP | 664 | $45.3K | 0.01% | +664 | New |
| Whittier Trust Co | 716 | $48.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 754 | $51.0K | 0.00% | +754 | New |
| Covestor Ltd | 776 | $53.0K | 0.04% | −112−12.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 780 | $53.2K | 0.00% | +780 | New |
| PSI Advisors, LLC | 800 | $54.6K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 833 | $60.1K | 0.02% | +833 | New |
| Salem Investment Counselors Inc | 905 | $61.7K | 0.00% | +400+79.2% | Added |
| Edge Capital Group, LLC | 1,000 | $68.2K | 0.00% | +1,000 | New |