| WestEnd Advisors, LLC | 1 | $206 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $206 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $206 | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 2 | $309 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 2 | $411 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $411 | 0.00% | +2 | New |
| BOK Financial Private Wealth, Inc. | 2 | $412 | 0.00% | +2 | New |
| Tradewinds Capital Management, LLC | 3 | $617 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3 | $617 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3 | $617 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $617 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3 | $617 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $617 | 0.00% | +3 | New |
| WealthTrak Capital Management LLC | 4 | $823 | 0.00% | +4 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | +4+100.0% | Added |
| Raleigh Capital Management Inc. | 5 | $1.03K | 0.00% | −7−58.3% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $1.03K | 0.00% | +5 | New |
| Cullen/Frost Bankers, Inc. | 6 | $1.23K | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $1.23K | 0.00% | +1+20.0% | Added |
| REAP Financial Group, LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $1.64K | 0.00% | +8 | New |
| New Wave Wealth Advisors LLC | 8 | $1.64K | 0.00% | +8 | New |
| Crowley Wealth Management, Inc. | 8 | $1.64K | 0.00% | +8 | New |
| Sachetta, LLC | 8 | $1.65K | 0.00% | −6−42.9% | Reduced |
| Missouri Trust & Investment Co | 9 | $1.85K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 9 | $1.85K | 0.00% | −2−18.2% | Reduced |
| Princeton Global Asset Management LLC | 10 | $2.06K | 0.00% | +10 | New |
| Truvestments Capital LLC | 12 | $2.47K | 0.00% | +12 | New |
| St Germain D J Co Inc | 13 | $2.67K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 14 | $2.88K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 14 | $2.88K | 0.00% | −4−22.2% | Reduced |
| McIlrath & Eck, LLC | 15 | $3.08K | 0.00% | +15 | New |
| South State Corp. | 16 | $3.29K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $3.29K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 16 | $3.29K | 0.00% | +16 | New |
| Abound Wealth Management | 19 | $3.91K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19 | $3.91K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20 | $4.11K | 0.00% | +20 | New |
| Transce3nd, LLC | 20 | $4.11K | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 19 | $4.21K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 23 | $4.73K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $4.79K | 0.00% | +4+21.1% | Added |
| Zions Bancorporation, N.A. | 24 | $4.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $4.93K | 0.00% | −7−22.6% | Reduced |
| Washington Trust Advisors, Inc. | 24 | $5.02K | 0.00% | +2+9.1% | Added |
| Delta Asset Management LLC | 25 | $5.14K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $5.14K | 0.00% | +4+19.0% | Added |
| Carolinas Wealth Consulting LLC | 26 | $5.34K | 0.00% | −1−3.7% | Reduced |
| Talon Private Wealth, LLC | 26 | $5.34K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 26 | $5.34K | 0.00% | +9+52.9% | Added |
| Hemington Wealth Management | 31 | $6.00K | 0.00% | −3−8.8% | Reduced |
| Cetera Trust Company, N.A | 30 | $6.17K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 30 | $6.17K | 0.01% | +30 | New |
| Global Financial Private Client, LLC | 31 | $6.37K | 0.00% | +3+10.7% | Added |
| Pacific Center for Financial Services | 32 | $6.58K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 33 | $6.78K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 33 | $6.78K | 0.00% | +33 | New |
| Anchor Investment Management, LLC | 37 | $7.61K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 38 | $7.81K | 0.01% | +38 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 38 | $7.81K | 0.02% | +15+65.2% | Added |
| Webster Bank, N. A. | 39 | $8.02K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 39 | $8.02K | 0.01% | +39 | New |
| Whipplewood Advisors, LLC | 42 | $8.63K | 0.00% | +42 | New |
| MV Capital Management, Inc. | 42 | $8.63K | 0.00% | −1−2.3% | Reduced |
| Eagle Bay Advisors LLC | 47 | $9.66K | 0.01% | −15−24.2% | Reduced |
| Chilton Capital Management LLC | 47 | $9.66K | 0.00% | −17−26.6% | Reduced |
| Salem Investment Counselors Inc | 50 | $10.3K | 0.00% | −6−10.7% | Reduced |
| Gables Capital Management Inc. | 50 | $10.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $10.7K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 56 | $11.5K | 0.01% | +56 | New |
| Silicon Valley Capital Partners | 58 | $11.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 58 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 62 | $12.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 63 | $12.9K | 0.01% | +3+5.0% | Added |
| Farmers & Merchants Investments Inc | 65 | $13.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 67 | $13.8K | 0.00% | −3,104−97.9% | Reduced |
| Capital Advisors, Ltd. LLC | 66 | $14.0K | 0.00% | +1+1.5% | Added |
| Redwood Park Advisors LLC | 70 | $14.4K | 0.01% | +70 | New |
| TD Private Client Wealth LLC | 75 | $15.4K | 0.00% | −827−91.7% | Reduced |
| Minot DeBlois Advisors LLC | 80 | $16.4K | 0.02% | +80 | New |
| Kestra Investment Management, LLC | 84 | $17.3K | 0.00% | +84 | New |
| Nemes Rush Group LLC | 84 | $17.4K | 0.00% | −24,520−99.7% | Reduced |
| Centerpoint Advisors, LLC | 91 | $19.0K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 95 | $19.5K | 0.01% | +19+25.0% | Added |
| JFS Wealth Advisors, LLC | 95 | $19.5K | 0.00% | +55+137.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $20.6K | 0.01% | +100 | New |
| AlphaMark Advisors, LLC | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 113 | $23.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 126 | $25.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 135 | $27.8K | 0.00% | −45−25.0% | Reduced |
| HighMark Wealth Management LLC | 136 | $27.9K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 16,768 | $28.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 137 | $28.2K | 0.01% | 00.0% | Unchanged |