| Covestor Ltd | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 10 | $0 | 0.00% | +10 | New |
| Huntington National Bank | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3 | $38 | 0.00% | −10−76.9% | Reduced |
| City State Bank | 4 | $51 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 5 | $63 | 0.00% | −23−82.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 5 | $64 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $114 | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 9 | $115 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $139 | 0.00% | +3+37.5% | Added |
| SJS Investment Consulting Inc. | 12 | $153 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $178 | 0.00% | +6+75.0% | Added |
| Cullen/Frost Bankers, Inc. | 15 | $190 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 13 | $192 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $253 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 20 | $253 | 0.00% | +20 | New |
| Godfrey Financial Associates, Inc. | 21 | $266 | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $292 | 0.00% | −1−4.2% | Reduced |
| Hurley Capital, LLC | 25 | $317 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 25 | $317 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 26 | $329 | 0.00% | +26 | New |
| Concord Wealth Partners | 33 | $418 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 36 | $457 | 0.00% | −84−70.0% | Reduced |
| Ancora Advisors, LLC | 40 | $507 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 40 | $507 | 0.00% | +40 | New |
| Vision Financial Markets LLC | 50 | $634 | 0.00% | 00.0% | Unchanged |
| Trust Co | 50 | $634 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 50 | $634 | 0.00% | +50 | New |
| Northwestern Mutual Wealth Management Co | 55 | $697 | 0.00% | −153−73.6% | Reduced |
| Brown Brothers Harriman & Co | 55 | $697 | 0.00% | +55 | New |
| JFS Wealth Advisors, LLC | 56 | $710 | 0.00% | +20+55.6% | Added |
| TD Waterhouse Canada Inc. | 60 | $758 | 0.00% | −38−38.8% | Reduced |
| Elequin Capital LP | 60 | $760 | 0.00% | +60 | New |
| Strategic Wealth Partners, Ltd. | 69 | $874 | 0.00% | +69 | New |
| Cornerstone Planning Group LLC | 50 | $878 | 0.00% | +26+108.3% | Added |
| Bogart Wealth, LLC | 71 | $900 | 0.00% | +71 | New |
| Marquette Asset Management, LLC | 73 | $925 | 0.00% | +73 | New |
| IFC & Insurance Marketing, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| Essential Partners LLC | 89 | $1.13K | 0.00% | +33+58.9% | Added |
| AdvisorNet Financial, Inc | 90 | $1.14K | 0.00% | −100−52.6% | Reduced |
| Modus Advisors, LLC | 90 | $1.14K | 0.00% | +90 | New |
| Inlight Wealth Management, LLC | 100 | $1.27K | 0.00% | +50+100.0% | Added |
| Kilter Group LLC | 105 | $1.33K | 0.00% | −28−21.1% | Reduced |
| ZRC Wealth Management, LLC | 129 | $1.64K | 0.00% | +129 | New |
| Clearstead Advisors, LLC | 130 | $1.65K | 0.00% | −715−84.6% | Reduced |
| Hollencrest Capital Management | 150 | $1.90K | 0.00% | −376−71.5% | Reduced |
| HighMark Wealth Management LLC | 160 | $2.03K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 169 | $2.14K | 0.00% | −8−4.5% | Reduced |
| SageView Advisory Group, LLC | 176 | $2.23K | 0.00% | +176 | New |
| Spire Wealth Management | 200 | $2.53K | 0.00% | −58−22.5% | Reduced |
| Parkside Financial Bank & Trust | 231 | $2.93K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 250 | $3.17K | 0.00% | −2,859−92.0% | Reduced |
| Navalign, LLC | 253 | $3.21K | 0.00% | +253 | New |
| Glen Eagle Advisors, LLC | 265 | $3.36K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 320 | $4.05K | 0.00% | −200−38.5% | Reduced |
| UMA Financial Services, Inc. | 325 | $4.12K | 0.00% | +325 | New |
| HHM Wealth Advisors, LLC | 325 | $4.12K | 0.00% | −325−50.0% | Reduced |
| Fortitude Family Office, LLC | 331 | $4.19K | 0.00% | −24−6.8% | Reduced |
| N.E.W. Advisory Services LLC | 364 | $4.61K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 400 | $5.07K | 0.00% | +400 | New |
| Versant Capital Management, Inc | 407 | $5.16K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 430 | $5.45K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 450 | $5.70K | 0.00% | +450 | New |
| Wall Street Access Asset Management, LLC | 500 | $6.33K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 500 | $6.33K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 500 | $6.33K | 0.00% | +500 | New |
| Evelyn Partners Investment Management Services Ltd | 504 | $6.39K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 550 | $6.97K | 0.00% | +550 | New |
| EverSource Wealth Advisors, LLC | 551 | $6.98K | 0.00% | −62−10.1% | Reduced |
| Avion Wealth | 571 | $7.00K | 0.00% | −32−5.3% | Reduced |
| CIBC Private Wealth Group, LLC | 571 | $7.24K | 0.00% | +198+53.1% | Added |
| Cedar Mountain Advisors, LLC | 600 | $7.60K | 0.00% | −475−44.2% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 600 | $7.60K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 697 | $8.83K | 0.00% | −36−4.9% | Reduced |
| Torren Management, LLC | 738 | $9.35K | 0.00% | +738 | New |
| Toronto Dominion Bank | 775 | $9.82K | 0.00% | +694+856.8% | Added |
| Harbour Investments, Inc. | 797 | $10.1K | 0.00% | +2+0.3% | Added |
| Sound Income Strategies, LLC | 580 | $11.2K | 0.00% | +580 | New |
| Pinnacle Wealth Planning Services, Inc. | 933 | $11.8K | 0.00% | +933 | New |
| Parallel Advisors, LLC | 981 | $12.4K | 0.00% | +247+33.7% | Added |
| Signature Resources Capital Management, LLC | 1,000 | $12.7K | 0.01% | +1,000 | New |
| Smallwood Wealth Investment Management, LLC | 1,055 | $13.4K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,148 | $14.5K | 0.00% | +1,148 | New |
| Comerica Bank | 1,152 | $14.6K | 0.00% | −76,792−98.5% | Reduced |
| Vision Retirement, LLC | 1,185 | $15.0K | 0.00% | +1,185 | New |
| Beaird Harris Wealth Management, LLC | 1,250 | $15.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,290 | $16.3K | 0.00% | +228+21.5% | Added |
| Jessup Wealth Management, Inc | 1,300 | $16.5K | 0.01% | +1,300 | New |
| Basecamp Wealth Advisors LLC | 1,390 | $17.6K | 0.00% | +1,390 | New |
| SHP Wealth Management | 1,495 | $18.9K | 0.00% | +1,495 | New |
| Tobam | 1,592 | $20.0K | 0.00% | −5,246−76.7% | Reduced |
| Allworth Financial LP | 1,599 | $20.3K | 0.00% | +297+22.8% | Added |
| Meeder Asset Management Inc | 1,673 | $21.2K | 0.00% | +1,673 | New |
| Signaturefd, LLC | 1,733 | $22.0K | 0.00% | +261+17.7% | Added |
| IFP Advisors, Inc | 1,777 | $22.5K | 0.00% | −1,183−40.0% | Reduced |
| Root Financial Partners, LLC | 1,797 | $22.8K | 0.00% | +1,397+349.3% | Added |
| Strive Financial Group ,LLC | 1,900 | $24.1K | 0.01% | +1,900 | New |
| Rothschild Investment LLC | 1,935 | $24.5K | 0.00% | +11+0.6% | Added |