| Vaughan Nelson Investment Management, L.P. | 25 | $0 | 0.00% | +25 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $39 | 0.00% | +2 | New |
| Twin Tree Management, LP | 6 | $116 | 0.00% | −9,373−99.9% | Reduced |
| Valued Wealth Advisors LLC | 11 | $190 | 0.00% | +11 | New |
| Macroview Investment Management LLC | 12 | $233 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 17 | $337 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 18 | $349 | 0.00% | −11−37.9% | Reduced |
| Evermay Wealth Management LLC | 18 | $349 | 0.00% | +18 | New |
| Caitlin John, LLC | 21 | $413 | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 25 | $485 | 0.00% | −65−72.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 27 | $523 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 36 | $698 | 0.00% | −37−50.7% | Reduced |
| ClariVest Asset Management LLC | 39 | $762 | 0.00% | +39 | New |
| Manchester Capital Management LLC | 41 | $795 | 0.00% | +41 | New |
| Lazard Asset Management LLC | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 34 | $1.00K | 0.00% | −23−40.4% | Reduced |
| BKM Wealth Management, LLC | 52 | $1.01K | 0.00% | +52 | New |
| Plato Investment Management Ltd | 54 | $1.05K | 0.00% | +54 | New |
| Fairfield, Bush & Co. | 60 | $1.16K | 0.00% | +60 | New |
| Coppell Advisory Solutions LLC | 69 | $1.34K | 0.00% | −2,210−97.0% | Reduced |
| Dunhill Financial, LLC | 74 | $1.43K | 0.00% | +74 | New |
| CVA Family Office, LLC | 80 | $1.55K | 0.00% | +80 | New |
| Cullen/Frost Bankers, Inc. | 90 | $1.74K | 0.00% | +90 | New |
| Motco | 93 | $1.80K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $1.94K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 120 | $2.00K | 0.00% | +120 | New |
| Glass Jacobson Investment Advisors llc | 108 | $2.09K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 113 | $2.19K | 0.00% | +113 | New |
| JNBA Financial Advisors | 118 | $2.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 121 | $2.35K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 124 | $2.40K | 0.00% | +124 | New |
| Atlas Capital Advisors LLC | 129 | $2.50K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 133 | $2.58K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 145 | $2.81K | 0.00% | +145 | New |
| TFC Financial Management | 147 | $2.85K | 0.00% | +41+38.7% | Added |
| Coston, McIsaac & Partners | 178 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 155 | $3.00K | 0.00% | +127+453.6% | Added |
| Baystate Wealth Management LLC | 161 | $3.13K | 0.00% | +2+1.3% | Added |
| Salomon & Ludwin, LLC | 193 | $3.32K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 176 | $3.41K | 0.00% | +176 | New |
| Abound Wealth Management | 179 | $3.47K | 0.00% | −22−10.9% | Reduced |
| GoalVest Advisory LLC | 180 | $3.49K | 0.00% | +180 | New |
| Old Second National Bank of Aurora | 182 | $3.53K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 194 | $3.75K | 0.00% | +194 | New |
| Hollencrest Capital Management | 195 | $3.78K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 200 | $3.88K | 0.01% | +200 | New |
| Custom Portfolio Group LLC | 200 | $3.92K | 0.00% | +200 | New |
| Ruedi Wealth Management, Inc. | 206 | $3.99K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 220 | $4.26K | 0.00% | +18+8.9% | Added |
| Life Planning Partners, Inc | 226 | $4.37K | 0.00% | +226 | New |
| Clear Investment Research, LLC | 232 | $4.50K | 0.01% | +232 | New |
| Leonteq Securities AG | 235 | $4.55K | 0.00% | +235 | New |
| Cassady Schiller Wealth Management, LLC | 236 | $4.57K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.33K | 0.00% | – | – |
| Byrne Asset Management LLC | 280 | $5.47K | 0.00% | +40+16.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 308 | $6.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 326 | $6.32K | 0.00% | +1+0.3% | Added |
| Webster Bank, N. A. | 333 | $6.45K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 380 | $7.36K | 0.00% | −437−53.5% | Reduced |
| Provenance Wealth Advisors, LLC | 381 | $7.38K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 384 | $7.44K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 385 | $7.46K | 0.00% | −81−17.4% | Reduced |
| Red Tortoise LLC | 391 | $7.58K | 0.00% | +391 | New |
| GW&K Investment Management, LLC | 484 | $9.00K | 0.00% | +102+26.7% | Added |
| Trust Co of Vermont | 469 | $9.09K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 470 | $9.11K | 0.01% | +470 | New |
| Pathway Financial Advisers, LLC | 480 | $9.31K | 0.00% | +3+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 500 | $9.69K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 506 | $9.81K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 517 | $10.0K | 0.00% | +236+84.0% | Added |
| Pinnacle Bancorp, Inc. | 528 | $10.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 550 | $10.2K | 0.00% | −60−9.8% | Reduced |
| Rockbridge Investment Management, LCC | 531 | $10.3K | 0.00% | +531 | New |
| Truvestments Capital LLC | 533 | $10.3K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 570 | $11.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 604 | $11.7K | 0.00% | −1,144−65.4% | Reduced |
| Sachetta, LLC | 613 | $11.9K | 0.01% | +613 | New |
| Picton Mahoney Asset Management | 580 | $12.0K | 0.00% | +580 | New |
| Harbor Investment Advisory, LLC | 625 | $12.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 643 | $12.5K | 0.01% | −480−42.7% | Reduced |
| Optimum Investment Advisors | 700 | $13.6K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 741 | $14.4K | 0.00% | −761−50.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 768 | $15.0K | 0.01% | +768 | New |
| GPS Wealth Strategies Group, LLC | 789 | $15.3K | 0.00% | +11+1.4% | Added |
| Washington Trust Co | 800 | $15.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 817 | $15.8K | 0.00% | +480+142.4% | Added |
| West Tower Group, LLC | 913 | $17.7K | 0.04% | +913 | New |
| Harbour Investments, Inc. | 913 | $17.7K | 0.00% | +101+12.4% | Added |
| Operose Advisors LLC | 942 | $18.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 954 | $18.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,000 | $19.4K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 1,000 | $19.4K | 0.00% | +1,000 | New |
| Gould Capital, LLC | 1,031 | $20.0K | 0.01% | +173+20.2% | Added |