| Roble, Belko & Company, Inc | 12 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $149 | 0.00% | +4 | New |
| Graney & King, LLC | 4 | $153 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $186 | 0.00% | +5 | New |
| Assetmark, Inc | 7 | $260 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $261 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $366 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $372 | 0.00% | −3−23.1% | Reduced |
| SJS Investment Consulting Inc. | 12 | $446 | 0.00% | −6−33.3% | Reduced |
| NBC Securities, Inc. | 12 | $482 | 0.04% | −18,962−99.9% | Reduced |
| Larson Financial Group LLC | 13 | $483 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $632 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 17 | $632 | 0.00% | +17 | New |
| MPWM Advisory Solutions, LLC | 21 | $780 | 0.00% | +21 | New |
| Harbour Investments, Inc. | 22 | $818 | 0.00% | +22 | New |
| Sunbelt Securities, Inc. | 26 | $952 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 37 | $1.00K | 0.00% | +11+42.3% | Added |
| Fortitude Family Office, LLC | 28 | $1.04K | 0.00% | +28 | New |
| Van Hulzen Asset Management, LLC | 29 | $1.08K | 0.00% | +29 | New |
| Cullen/Frost Bankers, Inc. | 31 | $1.15K | 0.00% | +31 | New |
| Glen Eagle Advisors, LLC | 33 | $1.22K | 0.00% | +1+3.1% | Added |
| Laurel Wealth Advisors LLC | 36 | $1.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 39 | $1.45K | 0.00% | +18+85.7% | Added |
| JFS Wealth Advisors, LLC | 41 | $1.52K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 44 | $1.64K | 0.00% | +44 | New |
| Cornerstone Planning Group LLC | 46 | $1.71K | 0.00% | +8+21.1% | Added |
| Massmutual Trust Co FSB | 48 | $1.78K | 0.00% | −39−44.8% | Reduced |
| Parvin Asset Management, LLC | 50 | $1.86K | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 51 | $1.92K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 52 | $1.93K | 0.00% | +1+2.0% | Added |
| Continuum Advisory, LLC | 56 | $2.08K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 57 | $2.12K | 0.00% | +11+23.9% | Added |
| Huntington National Bank | 60 | $2.23K | 0.00% | −10−14.3% | Reduced |
| Farmers & Merchants Investments Inc | 60 | $2.23K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 63 | $2.37K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 71 | $2.62K | 0.00% | +71 | New |
| Colonial Trust Co | 79 | $2.88K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 78 | $2.90K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 80 | $2.97K | 0.00% | +80 | New |
| Pineridge Advisors LLC | 82 | $3.04K | 0.00% | +1+1.2% | Added |
| Rothschild Investment LLC | 90 | $3.34K | 0.00% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 100 | $3.72K | 0.00% | +100 | New |
| Skopos Labs, Inc. | 116 | $4.31K | 0.00% | +116 | New |
| Whipplewood Advisors, LLC | 142 | $5.28K | 0.00% | +142 | New |
| EverSource Wealth Advisors, LLC | 146 | $5.42K | 0.00% | −124−45.9% | Reduced |
| Redwood Park Advisors LLC | 150 | $5.57K | 0.00% | +150 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152 | $5.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 186 | $6.91K | 0.00% | +86+86.0% | Added |
| Brown Brothers Harriman & Co | 200 | $7.43K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 200 | $7.43K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 200 | $7.43K | 0.00% | +200 | New |
| Private Trust Co NA | 217 | $8.06K | 0.00% | +2+0.9% | Added |
| Elequin Capital LP | 236 | $8.77K | 0.00% | +236 | New |
| Millstone Evans Group, LLC | 250 | $9.29K | 0.01% | +250 | New |
| IFP Advisors, Inc | 251 | $9.33K | 0.00% | +16+6.8% | Added |
| Global Retirement Partners, LLC | 280 | $10.4K | 0.00% | +112+66.7% | Added |
| J.Safra Asset Management Corp | 334 | $12.2K | 0.00% | +96+40.3% | Added |
| Northwestern Mutual Wealth Management Co | 332 | $12.3K | 0.00% | +259+354.8% | Added |
| Jones Financial Companies LLLP | 394 | $14.6K | 0.00% | +1+0.3% | Added |
| Tradewinds Capital Management, LLC | 400 | $14.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 417 | $15.5K | 0.00% | −128−23.5% | Reduced |
| Salem Investment Counselors Inc | 440 | $16.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 477 | $17.7K | 0.02% | +477 | New |
| Umb Bank N A | 491 | $18.2K | 0.00% | +1+0.2% | Added |
| Retirement Wealth Solutions LLC | 466 | $18.6K | 0.02% | +466 | New |
| Centerpoint Advisors, LLC | 513 | $19.0K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 518 | $19.2K | 0.02% | +518 | New |
| WealthCollab, LLC | 538 | $20.0K | 0.01% | −141−20.8% | Reduced |
| Principal Securities, Inc. | 548 | $20.4K | 0.00% | +56+11.4% | Added |
| Tortoise Investment Management, LLC | 550 | $20.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 602 | $22.4K | 0.00% | −1,372−69.5% | Reduced |
| Hexagon Capital Partners LLC | 608 | $22.6K | 0.00% | +144+31.0% | Added |
| Allworth Financial LP | 570 | $22.7K | 0.00% | +6+1.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 654 | $24.3K | 0.00% | +7+1.1% | Added |
| Kestra Investment Management, LLC | 657 | $24.4K | 0.00% | +657 | New |
| Legacy Investment Solutions, LLC | 703 | $24.7K | 0.02% | +3+0.4% | Added |
| Legacy Wealth Managment, LLC | 703 | $24.7K | 0.02% | +3+0.4% | Added |
| Signaturefd, LLC | 675 | $25.1K | 0.00% | −177−20.8% | Reduced |
| Fedenia Advisers LLC | 721 | $26.8K | 0.02% | +721 | New |
| GWM Advisors LLC | 749 | $27.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 776 | $28.8K | 0.00% | +776 | New |
| CBIZ Investment Advisory Services, LLC | 803 | $30.2K | 0.00% | +224+38.7% | Added |
| National Bank of Canada | 851 | $31.6K | 0.00% | +197+30.1% | Added |
| Byrne Asset Management LLC | 880 | $32.7K | 0.02% | −40−4.3% | Reduced |
| Avion Wealth | 900 | $33.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,002 | $40.4K | 0.00% | −21−2.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,155 | $42.9K | 0.00% | −40−3.3% | Reduced |
| Versant Capital Management, Inc | 1,160 | $43.1K | 0.01% | +243+26.5% | Added |
| Parallel Advisors, LLC | 1,237 | $46.0K | 0.00% | +740+148.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,372 | $51.0K | 0.00% | +259+23.3% | Added |
| Bollard Group LLC | 1,379 | $51.0K | 0.00% | +10+0.7% | Added |
| DekaBank Deutsche Girozentrale | 1,655 | $58.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,630 | $60.6K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,786 | $66.4K | 0.00% | +1,786 | New |
| Covestor Ltd | 1,931 | $72.0K | 0.05% | +28+1.5% | Added |
| Fifth Third Bancorp | 1,957 | $72.7K | 0.00% | −253−11.4% | Reduced |
| Quadrant Capital Group LLC | 1,970 | $73.2K | 0.01% | −360−15.5% | Reduced |
| Smartleaf Asset Management LLC | 2,098 | $76.7K | 0.01% | +1,570+297.3% | Added |