| Covestor Ltd | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 3 | $66 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $83 | 0.00% | +4 | New |
| Birchbrook, Inc. | 8 | $178 | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $222 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $244 | 0.00% | −44−80.0% | Reduced |
| Dogwood Wealth Management LLC | 12 | $266 | 0.00% | +12 | New |
| Godfrey Financial Associates, Inc. | 12 | $266 | 0.00% | +12 | New |
| Quadrant Capital Group LLC | 14 | $311 | 0.00% | +14 | New |
| Hollencrest Capital Management | 20 | $443 | 0.00% | −7,550−99.7% | Reduced |
| Financial Consulate, Inc | 20 | $443 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 21 | $465 | 0.00% | +21 | New |
| Proffitt & Goodson Inc | 24 | $532 | 0.00% | +24 | New |
| Lodestone Wealth Management LLC | 25 | $554 | 0.00% | +25 | New |
| GHP Investment Advisors, Inc. | 29 | $643 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 30 | $665 | 0.00% | +30 | New |
| Private Wealth Management Group, LLC | 45 | $997 | 0.00% | +45 | New |
| Triumph Capital Management | 50 | $1.11K | 0.00% | +50 | New |
| N.E.W. Advisory Services LLC | 50 | $1.11K | 0.00% | +50 | New |
| MPWM Advisory Solutions, LLC | 53 | $1.17K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 58 | $1.28K | 0.00% | +58 | New |
| Wolff Wiese Magana LLC | 60 | $1.33K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 60 | $1.33K | 0.00% | +60 | New |
| Cornerstone Financial Management LLC | 60 | $1.33K | 0.00% | +60 | New |
| Massmutual Trust Co FSB | 64 | $1.42K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 65 | $1.44K | 0.00% | +65 | New |
| Vermillion & White Wealth Management Group, LLC | 85 | $1.88K | 0.00% | +85 | New |
| Prestige Wealth Management Group LLC | 92 | $2.04K | 0.00% | −32−25.8% | Reduced |
| North Star Investment Management Corp. | 92 | $2.04K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 96 | $2.13K | 0.00% | +2+2.1% | Added |
| Kennebec Savings Bank | 97 | $2.15K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $2.21K | 0.00% | −290−74.4% | Reduced |
| First United Bank Trust | 100 | $2.21K | 0.00% | −210−67.7% | Reduced |
| Tower View Investment Management & Research LLC | 100 | $2.21K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $2.21K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $2.21K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $2.21K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 100 | $2.21K | 0.00% | +100 | New |
| Crewe Advisors LLC | 100 | $2.21K | 0.00% | +100 | New |
| Strategic Wealth Partners, Ltd. | 103 | $2.28K | 0.00% | −1,360−93.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 105 | $2.33K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 112 | $2.48K | 0.00% | +112 | New |
| SageView Advisory Group, LLC | 113 | $2.50K | 0.00% | +113 | New |
| Medallion Wealth Advisors, LLC | 120 | $2.66K | 0.00% | +120 | New |
| Keating Financial Advisory Services, Inc. | 141 | $3.12K | 0.00% | +141 | New |
| Acumen Wealth Advisors, LLC | 144 | $3.19K | 0.00% | +144 | New |
| Rialto Wealth Management, LLC | 150 | $3.32K | 0.00% | −185−55.2% | Reduced |
| TD Capital Management LLC | 160 | $3.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 173 | $3.83K | 0.00% | −14−7.5% | Reduced |
| IFC & Insurance Marketing, Inc. | 198 | $4.00K | 0.00% | +198 | New |
| Legacy Wealth Managment, LLC | 186 | $4.12K | 0.00% | +20+12.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 190 | $4.21K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 196 | $4.34K | 0.00% | +196 | New |
| Western Pacific Wealth Management, LP | 200 | $4.43K | 0.00% | −800−80.0% | Reduced |
| Assetmark, Inc | 200 | $4.43K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 200 | $4.43K | 0.00% | +46+29.9% | Added |
| Bernard Wealth Management Corp. | 200 | $4.43K | 0.00% | +200 | New |
| American Capital Advisory, LLC | 228 | $5.05K | 0.00% | −143−38.5% | Reduced |
| Wealth Watch Advisors, INC | 233 | $5.16K | 0.00% | +233 | New |
| Archer Investment Corp | 242 | $5.36K | 0.00% | −482−66.6% | Reduced |
| Aspect Partners, LLC | 245 | $5.43K | 0.00% | −40−14.0% | Reduced |
| Cetera Trust Company, N.A | 250 | $5.54K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 255 | $5.65K | 0.00% | +100+64.5% | Added |
| Ritter Daniher Financial Advisory LLC | 265 | $5.87K | 0.00% | +265 | New |
| Cape Investment Advisory, Inc. | 265 | $5.87K | 0.00% | +265 | New |
| SOA Wealth Advisors, LLC. | 278 | $6.16K | 0.00% | +227+445.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $6.64K | 0.00% | +300 | New |
| HHM Wealth Advisors, LLC | 317 | $7.02K | 0.00% | +52+19.6% | Added |
| SJS Investment Consulting Inc. | 323 | $7.16K | 0.00% | +309+2,207.1% | Added |
| Byrne Asset Management LLC | 335 | $7.42K | 0.00% | +295+737.5% | Added |
| Newbridge Financial Services Group, Inc. | 395 | $8.75K | 0.00% | −755−65.7% | Reduced |
| Cheviot Value Management, LLC | 400 | $8.80K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 400 | $8.86K | 0.00% | 00.0% | Unchanged |
| City State Bank | 400 | $8.86K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 400 | $8.86K | 0.01% | +70+21.2% | Added |
| Spire Wealth Management | 404 | $8.95K | 0.00% | −1,471−78.5% | Reduced |
| LRI Investments, LLC | 416 | $9.21K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 467 | $10.3K | 0.00% | +467 | New |
| Glass Jacobson Investment Advisors llc | 500 | $11.1K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 500 | $11.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 500 | $11.1K | 0.00% | +500 | New |
| Kozak & Associates, Inc. | 450 | $11.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 509 | $11.3K | 0.00% | −578−53.2% | Reduced |
| Fifth Third Bancorp | 515 | $11.4K | 0.00% | −891−63.4% | Reduced |
| Goodman Advisory Group, LLC | 527 | $11.7K | 0.00% | −15−2.8% | Reduced |
| Parkside Financial Bank & Trust | 533 | $11.8K | 0.00% | +169+46.4% | Added |
| Greenline Wealth Management LLC | 549 | $12.2K | 0.01% | +549 | New |
| Noble Wealth Management PBC | 650 | $14.4K | 0.01% | +650 | New |
| Smartleaf Asset Management LLC | 692 | $15.5K | 0.00% | +356+106.0% | Added |
| Pilgrim Partners Asia Pte Ltd | 750 | $16.6K | 0.01% | +750 | New |
| Fourth Dimension Wealth, LLC | 870 | $19.3K | 0.01% | −1,030−54.2% | Reduced |
| V-Square Quantitative Management LLC | 912 | $20.2K | 0.00% | +912 | New |
| Westfuller Advisors, LLC | 912 | $20.2K | 0.01% | +912 | New |
| Strengthening Families & Communities, LLC | 921 | $20.4K | 0.01% | −20−2.1% | Reduced |
| Compagnie Lombard Odier SCmA | 975 | $21.6K | 0.00% | +675+225.0% | Added |
| Albion Financial Group | 1,000 | $22.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,000 | $22.1K | 0.00% | +1,000 | New |
| Farmers & Merchants Investments Inc | 1,000 | $22.1K | 0.00% | +1,000 | New |