| Quest Partners LLC | 1 | $180 | 0.00% | −1−50.0% | Reduced |
| Harbor Investment Advisory, LLC | 1 | $180 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 1 | $181 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $181 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 2 | $358 | 0.00% | +2 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $360 | 0.00% | −248−99.2% | Reduced |
| AdvisorNet Financial, Inc | 2 | $360 | 0.00% | +2 | New |
| Chilton Capital Management LLC | 2 | $361 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2 | $361 | 0.00% | +2 | New |
| Gradient Investments LLC | 2 | $392 | 0.00% | +2 | New |
| Main Street Group, LTD | 3 | $526 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $540 | 0.00% | −1−25.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $540 | 0.00% | +3 | New |
| William B. Walkup & Associates, Inc. | 3 | $540 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $541 | 0.00% | −2−40.0% | Reduced |
| JJJ Advisors Inc. | 3 | $548 | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $554 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4 | $721 | 0.00% | +1+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $901 | 0.00% | +1+25.0% | Added |
| Ashton Thomas Private Wealth, LLC | 5 | $901 | 0.00% | +5 | New |
| NBT Bank N A | 5 | $959 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 6 | $1.08K | 0.00% | +1+20.0% | Added |
| Fairman Group, LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $1.62K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 10 | $1.80K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 10 | $1.80K | 0.00% | −1−9.1% | Reduced |
| LRI Investments, LLC | 11 | $1.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $2.01K | 0.00% | +4+57.1% | Added |
| Massmutual Trust Co FSB | 12 | $2.16K | 0.00% | −2−14.3% | Reduced |
| Adirondack Trust Co | 15 | $2.70K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $2.70K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 15 | $2.70K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 16 | $2.73K | 0.00% | −3−15.8% | Reduced |
| EverSource Wealth Advisors, LLC | 15 | $2.73K | 0.00% | −4−21.1% | Reduced |
| Jones Financial Companies LLLP | 16 | $2.83K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16 | $2.88K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 19 | $3.00K | 0.00% | +16+533.3% | Added |
| PSI Advisors, LLC | 20 | $3.60K | 0.00% | +20 | New |
| Opal Wealth Advisors, LLC | 21 | $3.78K | 0.00% | −1−4.5% | Reduced |
| Front Row Advisors LLC | 21 | $3.83K | 0.00% | −2−8.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 22 | $3.96K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 22 | $3.96K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 23 | $4.01K | 0.00% | −144−86.2% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $4.10K | 0.00% | −3−11.5% | Reduced |
| Private Trust Co NA | 24 | $4.32K | 0.00% | −10−29.4% | Reduced |
| Bangor Savings Bank | 25 | $4.50K | 0.00% | +25 | New |
| Albion Financial Group | 25 | $4.50K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 29 | $5.22K | 0.00% | −3−9.4% | Reduced |
| Ronald Blue Trust, Inc. | 25 | $5.57K | 0.00% | +25 | New |
| Exchange Traded Concepts, LLC | 33 | $5.94K | 0.00% | +13+65.0% | Added |
| Natixis | 34 | $6.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $6.13K | 0.00% | +5+17.2% | Added |
| EdgeRock Capital LLC | 36 | $6.48K | 0.01% | +36 | New |
| BOK Financial Private Wealth, Inc. | 41 | $7.48K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 44 | $7.93K | 0.00% | +37+528.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 44 | $8.00K | 0.00% | +44 | New |
| Spire Wealth Management | 47 | $8.47K | 0.00% | +6+14.6% | Added |
| Proequities, Inc. | 48 | $8.73K | 0.00% | −1−2.0% | Reduced |
| McIlrath & Eck, LLC | 49 | $8.83K | 0.00% | −63−56.3% | Reduced |
| IAG Wealth Partners, LLC | 50 | $9.01K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $9.01K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 53 | $9.55K | 0.00% | +53 | New |
| Whittier Trust Co of Nevada Inc | 57 | $10.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63 | $11.3K | 0.00% | −21,499−99.7% | Reduced |
| Quent Capital, LLC | 64 | $11.5K | 0.00% | +55+611.1% | Added |
| Harbour Investments, Inc. | 66 | $11.8K | 0.00% | −34−34.0% | Reduced |
| Quarry LP | 70 | $12.6K | 0.01% | +70 | New |
| Family Firm, Inc. | 74 | $13.3K | 0.00% | +74 | New |
| Jamison Private Wealth Management, Inc. | 75 | $13.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 76 | $13.7K | 0.00% | +4+5.6% | Added |
| Federation des caisses Desjardins du Quebec | 77 | $13.9K | 0.00% | −357−82.3% | Reduced |
| Coston, McIsaac & Partners | 78 | $14.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 80 | $14.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 89 | $16.0K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 93 | $16.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 96 | $17.3K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 98 | $17.7K | 0.00% | −430−81.4% | Reduced |
| Umb Bank N A | 98 | $17.7K | 0.00% | +11+12.6% | Added |
| Newbridge Financial Services Group, Inc. | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 100 | $18.0K | 0.00% | +100 | New |
| First Horizon Advisors, Inc. | 103 | $18.6K | 0.00% | −33−24.3% | Reduced |
| Provenance Wealth Advisors, LLC | 114 | $20.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 121 | $21.8K | 0.00% | +121 | New |
| Asset Dedication, LLC | 127 | $22.8K | 0.00% | +127 | New |
| Steward Partners Investment Advisory, LLC | 132 | $23.8K | 0.00% | −656−83.2% | Reduced |
| Allworth Financial LP | 133 | $24.0K | 0.00% | +19+16.7% | Added |
| Pinnacle Financial Partners Inc | 108 | $24.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 134 | $24.2K | 0.01% | −4−2.9% | Reduced |
| Signaturefd, LLC | 138 | $24.9K | 0.00% | +83+150.9% | Added |
| Mather Group, LLC. | 112 | $25.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 139 | $25.3K | 0.00% | +3+2.2% | Added |
| IFP Advisors, Inc | 162 | $29.2K | 0.00% | −2−1.2% | Reduced |
| Morton Brown Family Wealth, LLC | 166 | $29.8K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 180 | $32.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 186 | $33.5K | 0.00% | −71−27.6% | Reduced |
| GeoWealth Management, LLC | 198 | $35.7K | 0.00% | +198 | New |
| Brown Brothers Harriman & Co | 201 | $36.2K | 0.00% | +153+318.8% | Added |
