| IFP Advisors, Inc | 1 | $147 | 0.00% | −272−99.6% | Reduced |
| Valued Wealth Advisors LLC | 1 | $179 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $194 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $387 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $581 | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $581 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 4 | $775 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $775 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $969 | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 5 | $969 | 0.00% | +5 | New |
| Avion Wealth | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 8 | $1.49K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 8 | $1.55K | 0.00% | −94−92.2% | Reduced |
| AdvisorNet Financial, Inc | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.74K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 9 | $1.74K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 9 | $1.74K | 0.00% | +9 | New |
| Coppell Advisory Solutions LLC | 10 | $1.94K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $1.94K | 0.00% | −1−9.1% | Reduced |
| Farther Finance Advisors, LLC | 10 | $1.94K | 0.00% | +2+25.0% | Added |
| CVA Family Office, LLC | 10 | $1.94K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 11 | $2.13K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 12 | $2.32K | 0.00% | +12 | New |
| Baystate Wealth Management LLC | 14 | $2.71K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 16 | $3.10K | 0.00% | +16 | New |
| Quarry LP | 16 | $3.10K | 0.00% | +16 | New |
| Moisand Fitzgerald Tamayo, LLC | 16 | $3.10K | 0.00% | −11−40.7% | Reduced |
| Salem Investment Counselors Inc | 16 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $3.49K | 0.00% | −3−14.3% | Reduced |
| Leonteq Securities AG | 18 | $3.49K | 0.00% | +18 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $3.70K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 20 | $3.87K | 0.00% | +20 | New |
| Global Retirement Partners, LLC | 23 | $4.43K | 0.00% | +3+15.0% | Added |
| Concord Wealth Partners | 23 | $4.45K | 0.00% | −13−36.1% | Reduced |
| Key Financial Inc | 23 | $4.45K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $4.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $4.84K | 0.00% | −1−3.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 28 | $5.42K | 0.00% | −17−37.8% | Reduced |
| LGT Financial Advisors LLC | 32 | $6.20K | 0.01% | −9−22.0% | Reduced |
| Solstein Capital, LLC | 36 | $6.97K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 38 | $7.36K | 0.00% | +38 | New |
| Cape Investment Advisory, Inc. | 44 | $8.52K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 47 | $9.10K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 47 | $9.10K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 48 | $9.30K | 0.00% | +10+26.3% | Added |
| Wetzel Investment Advisors, Inc. | 50 | $10.0K | 0.01% | +50 | New |
| Rocky Mountain Advisers, LLC | 54 | $10.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 57 | $11.0K | 0.01% | +57 | New |
| Sunbelt Securities, Inc. | 69 | $13.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 69 | $13.4K | 0.00% | −41−37.3% | Reduced |
| Centerpoint Advisors, LLC | 83 | $16.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 83 | $16.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 88 | $17.0K | 0.00% | −24−21.4% | Reduced |
| Parkside Financial Bank & Trust | 102 | $19.8K | 0.00% | −42−29.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 101 | $19.8K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 102 | $19.8K | 0.00% | +102 | New |
| Bartlett & Co. LLC | 101 | $20.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 105 | $20.3K | 0.01% | +101+2,525.0% | Added |
| Whittier Trust Co | 108 | $20.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 114 | $22.1K | 0.00% | +11+10.7% | Added |
| Colonial Trust Co | 115 | $22.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 116 | $22.5K | 0.00% | −10−7.9% | Reduced |
| Headlands Technologies LLC | 118 | $22.9K | 0.01% | +118 | New |
| Heritage Wealth Advisors | 122 | $23.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 127 | $24.6K | 0.00% | −81−38.9% | Reduced |
| Park Place Capital Corp | 135 | $26.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 142 | $27.5K | 0.00% | +142 | New |
| Proequities, Inc. | 153 | $29.6K | 0.00% | −165−51.9% | Reduced |
| VisionPoint Advisory Group, LLC | 157 | $30.4K | 0.01% | +34+27.6% | Added |
| Nomura Asset Management Co Ltd | 173 | $33.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 192 | $37.1K | 0.00% | +130+209.7% | Added |
| Gables Capital Management Inc. | 196 | $38.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 202 | $39.1K | 0.01% | +2+1.0% | Added |
| Bokf, NA | 204 | $39.5K | 0.00% | +204 | New |
| South State Corp. | 240 | $46.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 250 | $48.4K | 0.00% | +250 | New |
| First Horizon Advisors, Inc. | 285 | $55.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 303 | $58.1K | 0.02% | +303 | New |
| Dougherty Wealth Advisers LLC | 321 | $62.2K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 350 | $67.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 389 | $75.0K | 0.01% | −255−39.6% | Reduced |
| PEAK6 Investments LLC | 415 | $80.4K | 0.00% | +415 | New |
| Fifth Third Bancorp | 434 | $84.0K | 0.00% | −51−10.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 465 | $90.0K | 0.00% | −269−36.6% | Reduced |
| Larson Financial Group LLC | 496 | $96.1K | 0.01% | +217+77.8% | Added |
| Aquatic Capital Management LLC | 500 | $97.0K | 0.00% | +100+25.0% | Added |
| Impact Partnership Wealth, LLC | 519 | $100.5K | 0.04% | −91−14.9% | Reduced |
| EverSource Wealth Advisors, LLC | 523 | $101.3K | 0.01% | −4−0.8% | Reduced |
| Principal Securities, Inc. | 555 | $107.5K | 0.00% | +555 | New |
| Covestor Ltd | 557 | $108.0K | 0.07% | +6+1.1% | Added |
| KBC Group NV | 571 | $111.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 577 | $111.7K | 0.00% | −131−18.5% | Reduced |
| Eagle Bay Advisors LLC | 586 | $113.5K | 0.07% | −278−32.2% | Reduced |
| Center for Financial Planning, Inc. | 600 | $116.2K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 616 | $119.3K | 0.00% | +92+17.6% | Added |