| Pacer Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| BOK Financial Private Wealth, Inc. | 0 | $44 | 0.00% | 0 | Unchanged |
| Tounjian Advisory Partners, LLC | 0 | $56 | 0.00% | 0 | New |
| TFC Financial Management | 1 | $120 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $120 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $120 | 0.00% | +1 | New |
| Newbridge Financial Services Group, Inc. | 1 | $120 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $120 | 0.00% | +1 | New |
| SHP Wealth Management | 2 | $210 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 2 | $240 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $360 | 0.00% | −2−40.0% | Reduced |
| Center for Financial Planning, Inc. | 3 | $360 | 0.00% | +3 | New |
| Ares Financial Consulting, LLC | 3 | $402 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $480 | 0.00% | −32−88.9% | Reduced |
| Bell Investment Advisors, Inc | 4 | $480 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $480 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $480 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 4 | $480 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $480 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $480 | 0.00% | +4 | New |
| Silicon Valley Capital Partners | 4 | $484 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $600 | 0.00% | −2−28.6% | Reduced |
| First Horizon Corp | 5 | $600 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 5 | $600 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 5 | $600 | 0.00% | +5 | New |
| Rothschild Investment LLC | 6 | $719 | 0.00% | −270−97.8% | Reduced |
| Ancora Advisors, LLC | 6 | $719 | 0.00% | −247−97.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $719 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $719 | 0.00% | +1+20.0% | Added |
| ZRC Wealth Management, LLC | 7 | $840 | 0.00% | −11−61.1% | Reduced |
| Signature Equity Partners, LLC | 8 | $959 | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $1.08K | 0.00% | +1+12.5% | Added |
| Bruce G. Allen Investments, LLC | 10 | $1.20K | 0.00% | −2−16.7% | Reduced |
| Rossby Financial, LCC | 12 | $1.44K | 0.00% | −2−14.3% | Reduced |
| Asset Dedication, LLC | 12 | $1.44K | 0.00% | +12 | New |
| Central Trust Co | 15 | $1.80K | 0.00% | −4−21.1% | Reduced |
| Key Capital Management, INC | 15 | $1.80K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 15 | $1.80K | 0.00% | +15 | New |
| Essential Partners LLC | 16 | $1.92K | 0.00% | −72−81.8% | Reduced |
| Raffa Wealth Management, LLC | 16 | $1.92K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 19 | $2.28K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 20 | $2.40K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $2.40K | 0.00% | +4+25.0% | Added |
| International Assets Investment Management, LLC | 20 | $2.42K | 0.00% | −1−4.8% | Reduced |
| Investors Research Corp | 22 | $2.64K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 22 | $2.64K | 0.00% | +10+83.3% | Added |
| Colonial Trust Co | 24 | $2.88K | 0.00% | +24 | New |
| Keating Financial Advisory Services, Inc. | 25 | $3.00K | 0.00% | +4+19.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 26 | $3.12K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 27 | $3.24K | 0.00% | +27 | New |
| Cromwell Holdings LLC | 31 | $3.75K | 0.00% | +11+55.0% | Added |
| Hughes Financial Services, LLC | 33 | $3.96K | 0.00% | +20+153.8% | Added |
| CX Institutional | 30 | $4.00K | 0.00% | −107−78.1% | Reduced |
| Fortitude Family Office, LLC | 36 | $4.32K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 37 | $4.44K | 0.00% | −8−17.8% | Reduced |
| North Star Investment Management Corp. | 38 | $4.56K | 0.00% | −22−36.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 39 | $4.72K | 0.00% | +36+1,200.0% | Added |
| TD Waterhouse Canada Inc. | 40 | $4.84K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 42 | $5.04K | 0.00% | +42 | New |
| Brown Brothers Harriman & Co | 44 | $5.28K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 45 | $5.40K | 0.00% | −30−40.0% | Reduced |
| Highline Wealth Partners LLC | 51 | $6.12K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 51 | $6.12K | 0.00% | +2+4.1% | Added |
| True Wealth Design, LLC | 53 | $6.36K | 0.00% | −35−39.8% | Reduced |
| Gen-Wealth Partners Inc | 55 | $6.59K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 56 | $6.74K | 0.00% | −13−18.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 57 | $6.83K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 62 | $7.43K | 0.00% | +62 | New |
| Trust Co of Vermont | 73 | $8.75K | 0.00% | +73 | New |
| Bessemer Group Inc | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 77 | $9.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $9.47K | 0.00% | 00.0% | Unchanged |
| Havemeyer Place LP | 80 | $9.59K | 0.00% | −3,650−97.9% | Reduced |
| Quent Capital, LLC | 91 | $11.0K | 0.00% | −20−18.0% | Reduced |
| Ronald Blue Trust, Inc. | 92 | $11.0K | 0.00% | −16−14.8% | Reduced |
| Massmutual Trust Co FSB | 98 | $11.8K | 0.00% | −45−31.5% | Reduced |
| Dynamic Wealth Strategies, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 102 | $12.2K | 0.01% | −21−17.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 110 | $13.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 131 | $15.7K | 0.00% | −159−54.8% | Reduced |
| EFG International AG | 136 | $16.3K | 0.00% | +136 | New |
| Arlington Trust Co LLC | 137 | $16.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 138 | $16.5K | 0.00% | +114+475.0% | Added |
| Clearstead Advisors, LLC | 142 | $17.0K | 0.00% | +142 | New |
| Raiffeisen Bank International AG | 144 | $17.5K | 0.00% | +23+19.0% | Added |
| Capital Analysts, LLC | 151 | $18.0K | 0.00% | −78−34.1% | Reduced |
| Natixis | 151 | $18.1K | 0.00% | −43,931−99.7% | Reduced |
| Quarry LP | 157 | $18.8K | 0.00% | −750−82.7% | Reduced |
| Zions Bancorporation, National Association | 159 | $19.1K | 0.00% | −1−0.6% | Reduced |
| Hantz Financial Services, Inc. | 170 | $20.0K | 0.00% | −59−25.8% | Reduced |
| Blueline Advisors LLC | 169 | $20.3K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 170 | $20.4K | 0.01% | −13−7.1% | Reduced |
| Trust Co of Toledo NA | 170 | $20.4K | 0.00% | +170 | New |
| Parkside Financial Bank & Trust | 174 | $20.9K | 0.00% | +82+89.1% | Added |
| Salomon & Ludwin, LLC | 177 | $21.4K | 0.00% | −15−7.8% | Reduced |
| Larson Financial Group LLC | 189 | $22.7K | 0.00% | −103−35.3% | Reduced |