| Covestor Ltd | 17 | $0 | 0.00% | −3−15.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 3 | $36 | 0.00% | +3 | New |
| Oakworth Capital, Inc. | 5 | $59 | 0.00% | +5 | New |
| Anfield Capital Management, LLC | 7 | $83 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10 | $119 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 14 | $167 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $237 | 0.00% | +20 | New |
| TFC Financial Management | 25 | $297 | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 28 | $332 | 0.00% | +28 | New |
| Bare Financial Services, Inc | 44 | $522 | 0.00% | +44 | New |
| Islay Capital Management, LLC | 50 | $593 | 0.00% | +50 | New |
| MPWM Advisory Solutions, LLC | 53 | $629 | 0.00% | +53 | New |
| Twin Peaks Wealth Advisors, LLC | 42 | $680 | 0.00% | +42 | New |
| Smartleaf Asset Management LLC | 64 | $708 | 0.00% | −33−34.0% | Reduced |
| Chesapeake Asset Management LLC | 60 | $711 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 60 | $712 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 61 | $724 | 0.00% | +1+1.7% | Added |
| Massmutual Trust Co FSB | 64 | $759 | 0.00% | −66−50.8% | Reduced |
| Spire Wealth Management | 75 | $890 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 155 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 95 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 85 | $1.01K | 0.00% | +85 | New |
| North Star Investment Management Corp. | 92 | $1.09K | 0.00% | −57−38.3% | Reduced |
| Kennebec Savings Bank | 97 | $1.15K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $1.19K | 0.00% | −75−42.9% | Reduced |
| Bogart Wealth, LLC | 100 | $1.19K | 0.00% | −50−33.3% | Reduced |
| Gen-Wealth Partners Inc | 100 | $1.19K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $1.19K | 0.00% | +100 | New |
| Strategic Investment Solutions, Inc. | 100 | $1.19K | 0.00% | +100 | New |
| Chung Wu Investment Group, LLC | 100 | $1.19K | 0.00% | +100 | New |
| SOA Wealth Advisors, LLC. | 101 | $1.20K | 0.00% | −260−72.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 105 | $1.25K | 0.00% | +105 | New |
| Curio Wealth, LLC | 107 | $1.27K | 0.00% | +107 | New |
| UMA Financial Services, Inc. | 107 | $1.27K | 0.00% | +107 | New |
| GHP Investment Advisors, Inc. | 129 | $1.53K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 134 | $1.59K | 0.00% | +8+6.3% | Added |
| Legacy Investment Solutions, LLC | 134 | $1.59K | 0.00% | +134 | New |
| Bell Investment Advisors, Inc | 138 | $1.64K | 0.00% | +138 | New |
| Skopos Labs, Inc. | 139 | $1.65K | 0.00% | +139 | New |
| Prestige Wealth Management Group LLC | 142 | $1.69K | 0.00% | +42+42.0% | Added |
| Larson Financial Group LLC | 171 | $2.03K | 0.00% | +98+134.2% | Added |
| ORG Partners LLC | 180 | $2.04K | 0.00% | −210−53.8% | Reduced |
| Ameriflex Group, Inc. | 187 | $2.08K | 0.00% | −2,900−93.9% | Reduced |
| Rise Advisors, LLC | 179 | $2.12K | 0.00% | +179 | New |
| Family Legacy Financial Solutions, LLC | 180 | $2.13K | 0.00% | +180 | New |
| Salem Investment Counselors Inc | 196 | $2.33K | 0.00% | +7+3.7% | Added |
| Assetmark, Inc | 200 | $2.37K | 0.00% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 200 | $2.37K | 0.00% | +200 | New |
| Cape Investment Advisory, Inc. | 200 | $2.37K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 206 | $2.44K | 0.00% | +90+77.6% | Added |
| Parallel Advisors, LLC | 216 | $2.56K | 0.00% | −439−67.0% | Reduced |
| First United Bank Trust | 220 | $2.61K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 250 | $2.96K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 252 | $2.99K | 0.00% | +252 | New |
| HHM Wealth Advisors, LLC | 265 | $3.14K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 300 | $3.56K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 320 | $3.79K | 0.00% | +55+20.8% | Added |
| American Capital Advisory, LLC | 326 | $3.87K | 0.00% | −3−0.9% | Reduced |
| TSFG, LLC | 312 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 350 | $4.73K | 0.00% | 00.0% | Unchanged |
| City State Bank | 400 | $4.74K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 416 | $4.93K | 0.00% | +416 | New |
| Tradewinds Capital Management, LLC | 420 | $4.98K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 500 | $5.93K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 500 | $5.93K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 513 | $6.00K | 0.00% | +13+2.6% | Added |
| Cheviot Value Management, LLC | 400 | $6.18K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 684 | $8.11K | 0.00% | −2,578−79.0% | Reduced |
| Hoey Investments, Inc | 700 | $8.30K | 0.00% | +700 | New |
| Archer Investment Corp | 724 | $8.59K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 750 | $8.89K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 755 | $8.95K | 0.00% | +755 | New |
| Ameritas Advisory Services, LLC | 850 | $10.1K | 0.00% | +850 | New |
| Brown Brothers Harriman & Co | 865 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 872 | $11.0K | 0.00% | +615+239.3% | Added |
| Strengthening Families & Communities, LLC | 941 | $11.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 763 | $11.6K | 0.00% | −7,589−90.9% | Reduced |
| Albion Financial Group | 1,000 | $11.9K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,000 | $11.9K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,000 | $11.9K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 1,000 | $11.9K | 0.00% | +1,000 | New |
| Colonial Trust Advisors | 1,000 | $11.9K | 0.00% | +1,000 | New |
| Talon Private Wealth, LLC | 1,000 | $11.9K | 0.00% | +1,000 | New |
| Newbridge Financial Services Group, Inc. | 1,050 | $12.5K | 0.00% | +750+250.0% | Added |
| Huntington National Bank | 1,051 | $12.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,100 | $13.0K | 0.00% | +1,100 | New |
| CIBC Private Wealth Group, LLC | 1,200 | $14.2K | 0.00% | +100+9.1% | Added |
| Fourth Dimension Wealth, LLC | 1,260 | $14.9K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,300 | $15.4K | 0.00% | +100+8.3% | Added |
| Rothschild Investment LLC | 1,320 | $15.7K | 0.00% | +1,130+594.7% | Added |
| Creative Financial Designs Inc | 1,375 | $16.3K | 0.00% | +313+29.5% | Added |
| Strategic Wealth Partners, Ltd. | 1,463 | $17.4K | 0.00% | +1,463 | New |
| Optimum Investment Advisors | 1,500 | $17.8K | 0.01% | 00.0% | Unchanged |
| Allianz SE | 1,500 | $17.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,500 | $17.8K | 0.00% | +1,500 | New |
| Scarborough Advisors, LLC | 1,519 | $18.0K | 0.00% | +1,519 | New |
| HighMark Wealth Management LLC | 1,590 | $18.9K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,596 | $18.9K | 0.00% | +465+41.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,675 | $19.9K | 0.01% | +425+34.0% | Added |
| EverSource Wealth Advisors, LLC | 1,822 | $21.6K | 0.00% | −121−6.2% | Reduced |