| Symmetry Investments LP | 1 | $67 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2 | $134 | 0.00% | +2 | New |
| Cullen/Frost Bankers, Inc. | 3 | $200 | 0.00% | −414−99.3% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $200 | 0.00% | +3 | New |
| Lavaca Capital LLC | 3 | $212 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $250 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $267 | 0.00% | +4 | New |
| NBC Securities, Inc. | 4 | $291 | 0.03% | −4,337−99.9% | Reduced |
| Rakuten Securities, Inc. | 6 | $401 | 0.00% | −2−25.0% | Reduced |
| TFC Financial Management | 6 | $401 | 0.00% | +6 | New |
| Legacy Investment Solutions, LLC | 7 | $413 | 0.00% | −90−92.8% | Reduced |
| Legacy Wealth Managment, LLC | 7 | $413 | 0.00% | −90−92.8% | Reduced |
| Bruce G. Allen Investments, LLC | 7 | $468 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10 | $668 | 0.00% | +10 | New |
| Bullock Wealth Management Group | 11 | $735 | 0.00% | +11 | New |
| Investment Management Corp | 12 | $810 | 0.00% | +12 | New |
| Tucker Asset Management LLC | 13 | $869 | 0.00% | −5−27.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $869 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 14 | $967 | 0.00% | +14 | New |
| Lazard Asset Management LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Anfield Capital Management, LLC | 16 | $1.07K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 17 | $1.14K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.20K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 21 | $1.40K | 0.00% | +21 | New |
| Sachetta, LLC | 21 | $1.40K | 0.00% | −10−32.3% | Reduced |
| Transce3nd, LLC | 21 | $1.41K | 0.00% | +21 | New |
| Cape Investment Advisory, Inc. | 23 | $1.54K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $1.54K | 0.00% | +23 | New |
| Sierra Ocean, LLC | 25 | $1.68K | 0.00% | +25 | New |
| Johnson Financial Group, Inc. | 28 | $1.69K | 0.00% | −2,964−99.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 27 | $1.80K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 31 | $2.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $2.14K | 0.00% | −17−34.7% | Reduced |
| Global Wealth Strategies & Associates | 32 | $2.14K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 33 | $2.21K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 33 | $2.21K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 33 | $2.21K | 0.00% | +1+3.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $2.27K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 35 | $2.32K | 0.00% | +7+25.0% | Added |
| Burkett Financial Services, LLC | 35 | $2.36K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 36 | $2.41K | 0.00% | −3−7.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 41 | $2.74K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 42 | $2.81K | 0.00% | +20+90.9% | Added |
| Guardian Wealth Management, Inc. | 49 | $3.25K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 50 | $3.34K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 53 | $3.54K | 0.00% | +53 | New |
| Rocky Mountain Advisers, LLC | 54 | $3.61K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 55 | $3.68K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 57 | $3.81K | 0.00% | +57 | New |
| JFS Wealth Advisors, LLC | 57 | $3.81K | 0.00% | −9−13.6% | Reduced |
| Byrne Asset Management LLC | 58 | $3.88K | 0.00% | +58 | New |
| High Note Wealth, LLC | 59 | $3.94K | 0.00% | +59 | New |
| GW&K Investment Management, LLC | 63 | $4.00K | 0.00% | −9−12.5% | Reduced |
| PSI Advisors, LLC | 61 | $4.08K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 66 | $4.38K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 66 | $4.41K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 68 | $4.54K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 72 | $4.81K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 73 | $4.88K | 0.00% | +9+14.1% | Added |
| Concord Wealth Partners | 76 | $5.07K | 0.00% | +1+1.3% | Added |
| Signature Resources Capital Management, LLC | 76 | $5.08K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 78 | $5.18K | 0.00% | +78 | New |
| Versant Capital Management, Inc | 81 | $5.41K | 0.00% | +33+68.8% | Added |
| Salem Investment Counselors Inc | 87 | $5.82K | 0.00% | −195−69.1% | Reduced |
| Coston, McIsaac & Partners | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 90 | $6.02K | 0.00% | +15+20.0% | Added |
| Carolinas Wealth Consulting LLC | 96 | $6.42K | 0.00% | −19−16.5% | Reduced |
| CNB Bank | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 100 | $6.68K | 0.00% | +100 | New |
| Flagship Wealth Advisors, LLC | 100 | $6.68K | 0.00% | +100 | New |
| Oakworth Capital, Inc. | 110 | $7.35K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 121 | $8.00K | 0.01% | −8−6.2% | Reduced |
| Zions Bancorporation, N.A. | 120 | $8.02K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 120 | $8.02K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 128 | $8.32K | 0.00% | +128 | New |
| Rise Advisors, LLC | 129 | $8.61K | 0.00% | +1+0.8% | Added |
| Global Financial Private Client, LLC | 129 | $8.62K | 0.00% | −5−3.7% | Reduced |
| Mather Group, LLC. | 130 | $8.70K | 0.00% | +12+10.2% | Added |
| Tradewinds Capital Management, LLC | 133 | $8.89K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 140 | $9.00K | 0.00% | +31+28.4% | Added |
| Boyd Watterson Asset Management LLC | 143 | $9.56K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 155 | $10.0K | 0.00% | +131+545.8% | Added |
| Westside Investment Management, Inc. | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 165 | $11.0K | 0.00% | −14−7.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 165 | $11.0K | 0.00% | −85−34.0% | Reduced |
| Whittier Trust Co | 173 | $11.6K | 0.00% | −19−9.9% | Reduced |
| West Oak Capital, LLC | 176 | $11.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 177 | $11.8K | 0.00% | −583−76.7% | Reduced |
| North Ridge Wealth Advisors, Inc. | 179 | $12.0K | 0.01% | +179 | New |
| Delta Asset Management LLC | 183 | $12.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 189 | $12.6K | 0.01% | +189 | New |
| Prestige Wealth Management Group LLC | 196 | $13.1K | 0.00% | 00.0% | Unchanged |