| Harvest Fund Management Co., Ltd | 13 | $0 | 0.00% | −5,004−99.7% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Annapolis Financial Services, LLC | 0 | $14 | 0.00% | 0 | New |
| Rakuten Securities, Inc. | 1 | $38 | 0.00% | −1−50.0% | Reduced |
| Flaharty Asset Management, LLC | 2 | $77 | 0.00% | +2 | New |
| City State Bank | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 3 | $115 | 0.00% | +3 | New |
| Creekmur Asset Management LLC | 3 | $134 | 0.00% | −396−99.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $191 | 0.00% | −10,509−100.0% | Reduced |
| TCTC Holdings, LLC | 5 | $192 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $192 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $192 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 7 | $268 | 0.00% | +7 | New |
| Rothschild Investment LLC | 8 | $306 | 0.00% | +8 | New |
| Voisard Asset Management Group, Inc. | 9 | $345 | 0.00% | +9 | New |
| Heritage Wealth Advisors | 12 | $460 | 0.00% | +12 | New |
| Assetmark, Inc | 14 | $550 | 0.00% | +1+7.7% | Added |
| Provenance Wealth Advisors, LLC | 17 | $651 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $656 | 0.00% | +17 | New |
| Riggs Asset Managment Co. Inc. | 18 | $690 | 0.00% | +18 | New |
| Valued Wealth Advisors LLC | 18 | $692 | 0.00% | −13−41.9% | Reduced |
| 1620 Investment Advisors, Inc. | 19 | $712 | 0.00% | +19 | New |
| JDM Financial Group LLC | 22 | $843 | 0.00% | +22 | New |
| Proequities, Inc. | 23 | $881 | 0.00% | −146−86.4% | Reduced |
| MV Capital Management, Inc. | 25 | $958 | 0.00% | +19+316.7% | Added |
| Macroview Investment Management LLC | 26 | $980 | 0.00% | +1+4.0% | Added |
| NBC Securities, Inc. | 42 | $1.00K | 0.00% | −40−48.8% | Reduced |
| Financial Management Professionals, Inc. | 18 | $1.00K | 0.00% | −2−10.0% | Reduced |
| Mather Group, LLC. | 27 | $1.02K | 0.00% | +27 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $1.07K | 0.00% | −6−17.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 28 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $1.16K | 0.00% | +12+66.7% | Added |
| Legacy Investment Solutions, LLC | 28 | $1.18K | 0.00% | +28 | New |
| Legacy Wealth Managment, LLC | 28 | $1.18K | 0.00% | +28 | New |
| SRS Capital Advisors, Inc. | 31 | $1.19K | 0.00% | +31 | New |
| Horizon Investments, LLC | 39 | $1.49K | 0.00% | +5+14.7% | Added |
| SJS Investment Consulting Inc. | 39 | $1.50K | 0.00% | −3−7.1% | Reduced |
| Archer Investment Corp | 40 | $1.53K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $1.53K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 46 | $1.76K | 0.00% | −77−62.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 46 | $1.77K | 0.00% | −1,425−96.9% | Reduced |
| Transcendent Capital Group LLC | 50 | $1.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 60 | $2.00K | 0.00% | −7−10.4% | Reduced |
| Hemington Wealth Management | 72 | $2.00K | 0.00% | +72 | New |
| Tortoise Investment Management, LLC | 53 | $2.03K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 56 | $2.15K | 0.00% | −26−31.7% | Reduced |
| Bell Investment Advisors, Inc | 58 | $2.22K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 59 | $2.26K | 0.00% | +59 | New |
| Stone House Investment Management, LLC | 61 | $2.35K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 70 | $2.71K | 0.00% | −24−25.5% | Reduced |
| Estabrook Capital Management | 80 | $3.06K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 85 | $3.26K | 0.00% | +9+11.8% | Added |
| BFSG, LLC | 89 | $3.41K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 90 | $3.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $3.83K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 101 | $3.88K | 0.00% | +101 | New |
| Sachetta, LLC | 112 | $4.29K | 0.00% | +26+30.2% | Added |
| First Horizon Advisors, Inc. | 113 | $4.33K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 119 | $4.56K | 0.00% | +119 | New |
| JFS Wealth Advisors, LLC | 126 | $4.83K | 0.00% | −38−23.2% | Reduced |
| Golden State Equity Partners | 127 | $4.87K | 0.00% | +127 | New |
| Salem Investment Counselors Inc | 134 | $5.13K | 0.00% | +23+20.7% | Added |
| Manchester Capital Management LLC | 154 | $5.90K | 0.00% | +112+266.7% | Added |
| Huntington National Bank | 156 | $5.98K | 0.00% | +150+2,500.0% | Added |
| Capital Performance Advisors LLP | 176 | $6.74K | 0.00% | +176 | New |
| Fortitude Family Office, LLC | 177 | $6.78K | 0.00% | +94+113.3% | Added |
| Spire Wealth Management | 205 | $7.85K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 206 | $7.89K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 208 | $7.96K | 0.00% | −9−4.1% | Reduced |
| TD Private Client Wealth LLC | 209 | $8.01K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 212 | $8.12K | 0.01% | +19+9.8% | Added |
| Brown Brothers Harriman & Co | 233 | $8.93K | 0.00% | +13+5.9% | Added |
| Tacita Capital Inc | 238 | $9.12K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 251 | $9.62K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 293 | $11.2K | 0.00% | +56+23.6% | Added |
| Tompkins Financial Corp | 294 | $11.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 314 | $12.1K | 0.00% | +2+0.6% | Added |
| IFP Advisors, Inc | 321 | $12.3K | 0.00% | +102+46.6% | Added |
| Hexagon Capital Partners LLC | 323 | $12.4K | 0.00% | +316+4,514.3% | Added |
| LGT Financial Advisors LLC | 354 | $13.6K | 0.03% | −39−9.9% | Reduced |
| Massmutual Trust Co FSB | 357 | $13.7K | 0.00% | +53+17.4% | Added |
| Miller Wealth Advisors, LLC | 332 | $13.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 364 | $14.0K | 0.00% | +13+3.7% | Added |
| J.Safra Asset Management Corp | 365 | $14.0K | 0.00% | +325+812.5% | Added |
| ZRC Wealth Management, LLC | 371 | $14.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 380 | $14.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 412 | $15.8K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 435 | $16.7K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 447 | $17.1K | 0.01% | +447 | New |
| Alpine Bank Wealth Management | 450 | $17.2K | 0.00% | +450 | New |
| Smartleaf Asset Management LLC | 470 | $18.0K | 0.00% | +200+74.1% | Added |
| Altshuler Shaham Ltd | 496 | $19.0K | 0.00% | −96−16.2% | Reduced |
| Skopos Labs, Inc. | 502 | $19.2K | 0.01% | +502 | New |
| American National Bank | 520 | $19.9K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 527 | $20.7K | 0.01% | +527 | New |
| Harbor Investment Advisory, LLC | 584 | $22.4K | 0.00% | −4−0.7% | Reduced |
| Atlas Capital Advisors LLC | 594 | $22.8K | 0.00% | +411+224.6% | Added |
| Quent Capital, LLC | 612 | $23.4K | 0.00% | +54+9.7% | Added |
| Avalon Trust Co | 636 | $24.4K | 0.00% | −128−16.8% | Reduced |
| True Wealth Design, LLC | 656 | $25.1K | 0.01% | +636+3,180.0% | Added |
