| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3 | $74 | 0.00% | +3 | New |
| Ancora Advisors, LLC | 5 | $123 | 0.00% | −1,000−99.5% | Reduced |
| Quaker Wealth Management, LLC | 5 | $124 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $222 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $247 | 0.00% | +2+25.0% | Added |
| Financial Consulate, Inc | 10 | $247 | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 11 | $267 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $271 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 13 | $320 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 14 | $335 | 0.00% | +1+7.7% | Added |
| Turning Point Benefit Group, Inc. | 14 | $338 | 0.00% | +14 | New |
| Tortoise Investment Management, LLC | 16 | $394 | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 28 | $423 | 0.00% | −26−48.1% | Reduced |
| Insight Financial Services | 19 | $467 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $493 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 20 | $493 | 0.00% | +20 | New |
| Texas Capital Bancshares Inc | 23 | $566 | 0.00% | +23 | New |
| Bare Financial Services, Inc | 23 | $566 | 0.00% | +23 | New |
| Bay Harbor Wealth Management, LLC | 24 | $591 | 0.00% | +8+50.0% | Added |
| Rialto Wealth Management, LLC | 25 | $616 | 0.00% | +8+47.1% | Added |
| Binnacle Investments Inc | 28 | $690 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 30 | $718 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 30 | $739 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $838 | 0.00% | +5+17.2% | Added |
| Wolff Wiese Magana LLC | 35 | $863 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 37 | $895 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 37 | $910 | 0.00% | +37 | New |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 73 | $1.00K | 0.00% | +73 | New |
| Raffa Wealth Management, LLC | 41 | $1.01K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 48 | $1.18K | 0.00% | +4+9.1% | Added |
| Evergreen Private Wealth LLC | 50 | $1.23K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 55 | $1.35K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 59 | $1.45K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 60 | $1.48K | 0.00% | +60 | New |
| VSM Wealth Advisory, LLC | 73 | $1.80K | 0.00% | −100−57.8% | Reduced |
| Kerr Financial Planning Corp | 100 | $1.80K | 0.00% | +100 | New |
| 1620 Investment Advisors, Inc. | 80 | $1.97K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 100 | $2.09K | 0.00% | +100 | New |
| ORG Partners LLC | 92 | $2.26K | 0.00% | +12+15.0% | Added |
| Howard Hughes Medical Institute | 97 | $2.39K | 0.00% | +2+2.1% | Added |
| Adirondack Trust Co | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $2.46K | 0.00% | −135−57.4% | Reduced |
| Atlantic Union Bankshares Corp | 100 | $2.46K | 0.00% | −16−13.8% | Reduced |
| First Financial Corp | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $2.46K | 0.00% | +100 | New |
| Sofos Investments, Inc. | 100 | $2.46K | 0.00% | +100 | New |
| POM Investment Strategies, LLC | 100 | $2.46K | 0.00% | +100 | New |
| American Wealth Advisors, LLC | 100 | $2.46K | 0.00% | +100 | New |
| Motco | 101 | $2.49K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 103 | $2.54K | 0.00% | +8+8.4% | Added |
| SWAN Capital LLC | 105 | $2.59K | 0.00% | +5+5.0% | Added |
| Anfield Capital Management, LLC | 106 | $2.61K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 107 | $2.64K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 109 | $2.69K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 111 | $2.73K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 111 | $2.73K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 112 | $2.76K | 0.00% | +112 | New |
| Cullen/Frost Bankers, Inc. | 113 | $2.78K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 116 | $2.86K | 0.00% | +116 | New |
| Wealth Watch Advisors, INC | 119 | $2.93K | 0.00% | +119 | New |
| Valley National Advisers Inc | 123 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 125 | $3.08K | 0.00% | +125 | New |
| Retirement Wealth Solutions LLC | 130 | $3.20K | 0.00% | +130 | New |
| TFC Financial Management | 132 | $3.25K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 133 | $3.28K | 0.00% | +117+731.3% | Added |