| E Fund Management (Hong Kong) Co., Ltd. | 3 | $0 | 0.00% | −5,902−99.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $36 | 0.00% | +1 | New |
| Hallmark Capital Management Inc | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 2 | $137 | 0.00% | −3,107−99.9% | Reduced |
| WestEnd Advisors, LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $206 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 4 | $274 | 0.00% | −500−99.2% | Reduced |
| Aspect Partners, LLC | 4 | $274 | 0.00% | −1−20.0% | Reduced |
| GHP Investment Advisors, Inc. | 4 | $275 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $276 | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 5 | $339 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $343 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $343 | 0.00% | +5 | New |
| Riggs Asset Managment Co. Inc. | 7 | $480 | 0.00% | −7−50.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 7 | $480 | 0.00% | +7 | New |
| Quintet Private Bank (Europe) S.A. | 9 | $686 | 0.00% | −17−65.4% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $686 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 10 | $686 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $891 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $891 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 13 | $891 | 0.00% | +13 | New |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +5+33.3% | Added |
| Horrell Capital Management, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 15 | $1.03K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 15 | $1.03K | 0.00% | +15 | New |
| Kelly Financial Services LLC | 16 | $1.10K | 0.00% | −108−87.1% | Reduced |
| Trifecta Capital Advisors, LLC | 16 | $1.10K | 0.00% | +16 | New |
| Fortitude Family Office, LLC | 17 | $1.17K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 19 | $1.30K | 0.00% | +19 | New |
| Aspire Private Capital, LLC | 20 | $1.37K | 0.00% | +17+566.7% | Added |
| True Wealth Design, LLC | 22 | $1.51K | 0.00% | +4+22.2% | Added |
| TFC Financial Management | 22 | $1.51K | 0.00% | +20+1,000.0% | Added |
| Wetzel Investment Advisors, Inc. | 22 | $1.62K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 25 | $1.71K | 0.00% | −6,268−99.6% | Reduced |
| St Germain D J Co Inc | 25 | $1.71K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $1.71K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 26 | $1.78K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $2.06K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 30 | $2.06K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 28 | $2.06K | 0.00% | +28 | New |
| Iron Horse Wealth Management, LLC | 32 | $2.19K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 32 | $2.19K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 33 | $2.28K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 34 | $2.33K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 38 | $2.60K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 38 | $2.60K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 42 | $2.88K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 42 | $2.91K | 0.00% | +8+23.5% | Added |
| Financial Management Professionals, Inc. | 37 | $3.00K | 0.00% | −82−68.9% | Reduced |
| Caitlin John, LLC | 50 | $3.43K | 0.00% | −150−75.0% | Reduced |
| Clarity Asset Management, Inc. | 50 | $3.43K | 0.00% | −13−20.6% | Reduced |
| Advantage Trust Co | 50 | $3.43K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 51 | $3.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $3.56K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 53 | $3.63K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 57 | $3.91K | 0.00% | −13−18.6% | Reduced |
| Avion Wealth | 70 | $4.00K | 0.00% | +40+133.3% | Added |
| Clear Street Markets LLC | 57 | $4.00K | 0.00% | +57 | New |
| Key Financial Inc | 59 | $4.04K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 59 | $4.04K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 60 | $4.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 60 | $4.11K | 0.00% | −7−10.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 61 | $4.18K | 0.00% | +6+10.9% | Added |
| Asset Dedication, LLC | 62 | $4.25K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 64 | $4.39K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 65 | $4.46K | 0.00% | −23−26.1% | Reduced |
| Abich Financial Wealth Management LLC | 77 | $5.28K | 0.00% | +52+208.0% | Added |
| Valued Wealth Advisors LLC | 78 | $5.35K | 0.00% | −86−52.4% | Reduced |
| Thompson Investment Management, Inc. | 79 | $5.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 74 | $5.47K | 0.00% | +63+572.7% | Added |
| Park Place Capital Corp | 84 | $5.76K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 87 | $5.96K | 0.00% | −364−80.7% | Reduced |
| Manchester Capital Management LLC | 88 | $6.03K | 0.00% | −50−36.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 89 | $6.10K | 0.00% | +89 | New |
| Pacific Capital Wealth Advisors, Inc | 90 | $6.17K | 0.00% | −22−19.6% | Reduced |
| Bell Investment Advisors, Inc | 98 | $6.72K | 0.00% | +7+7.7% | Added |
| Grove Bank & Trust | 100 | $6.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 95 | $7.00K | 0.00% | +58+156.8% | Added |
| JJJ Advisors Inc. | 105 | $7.20K | 0.00% | −51−32.7% | Reduced |
| Webster Bank, N. A. | 112 | $7.68K | 0.00% | +52+86.7% | Added |
| HighMark Wealth Management LLC | 116 | $7.95K | 0.00% | +7+6.4% | Added |
| Ulland Investment Advisors, LLC | 116 | $8.00K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 117 | $8.02K | 0.00% | +117 | New |
| GPS Wealth Strategies Group, LLC | 120 | $8.23K | 0.00% | −95−44.2% | Reduced |
| Hollencrest Capital Management | 120 | $8.23K | 0.00% | +120 | New |
| Caldwell Sutter Capital, Inc. | 121 | $8.29K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 122 | $8.36K | 0.00% | +99+430.4% | Added |
| WealthCollab, LLC | 124 | $8.50K | 0.01% | −29−19.0% | Reduced |
| Raleigh Capital Management Inc. | 125 | $8.57K | 0.00% | −30−19.4% | Reduced |
| ICA Group Wealth Management, LLC | 125 | $8.57K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 127 | $8.71K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 127 | $8.71K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 131 | $8.98K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 149 | $10.2K | 0.00% | +42+39.3% | Added |
| Birchbrook, Inc. | 150 | $10.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 151 | $10.4K | 0.00% | −236−61.0% | Reduced |
| Chilton Capital Management LLC | 153 | $10.5K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 170 | $11.7K | 0.00% | +10+6.3% | Added |
| Activest Wealth Management | 170 | $11.7K | 0.00% | +170 | New |