| Covestor Ltd | 7 | $0 | 0.00% | −8−53.3% | Reduced |
| WestEnd Advisors, LLC | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 2 | $115 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 4 | $251 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $288 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 6 | $345 | 0.00% | −10−62.5% | Reduced |
| HM Payson & Co | 7 | $403 | 0.00% | +7 | New |
| Voisard Asset Management Group, Inc. | 8 | $461 | 0.00% | +8 | New |
| Continuum Advisory, LLC | 9 | $565 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $584 | 0.00% | +10 | New |
| Asset Dedication, LLC | 11 | $633 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $691 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 13 | $759 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 21 | $1.00K | 0.00% | +21 | New |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +13 | New |
| Financial Network Wealth Advisors LLC | 18 | $1.03K | 0.00% | +18 | New |
| Fairman Group, LLC | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 24 | $1.22K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 22 | $1.27K | 0.00% | +22 | New |
| Abich Financial Wealth Management LLC | 24 | $1.38K | 0.00% | −1,714−98.6% | Reduced |
| Robinswood Financial LLC | 25 | $1.44K | 0.00% | +25 | New |
| Core Alternative Capital | 27 | $1.55K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $1.67K | 0.00% | +2+7.4% | Added |
| SJS Investment Consulting Inc. | 29 | $1.67K | 0.00% | +3+11.5% | Added |
| HGK Asset Management Inc | 30 | $1.73K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 30 | $1.73K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $1.73K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $2.00K | 0.00% | −50−50.0% | Reduced |
| GW&K Investment Management, LLC | 34 | $2.00K | 0.00% | +14+70.0% | Added |
| Avion Wealth | 38 | $2.00K | 0.00% | +29+322.2% | Added |
| Thompson Investment Management, Inc. | 36 | $2.06K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 38 | $2.21K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 39 | $2.24K | 0.00% | +39 | New |
| Assetmark, Inc | 40 | $2.30K | 0.00% | −22−35.5% | Reduced |
| Bell Investment Advisors, Inc | 40 | $2.30K | 0.00% | −17−29.8% | Reduced |
| MCF Advisors LLC | 40 | $2.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 44 | $2.45K | 0.00% | −665−93.8% | Reduced |
| Private Wealth Management Group, LLC | 45 | $2.59K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 46 | $2.61K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $2.88K | 0.00% | +40+400.0% | Added |
| Hemington Wealth Management | 68 | $3.00K | 0.00% | +68 | New |
| Addison Advisors LLC | 54 | $3.11K | 0.00% | +54 | New |
| Heritage Wealth Advisors | 57 | $3.28K | 0.00% | +57 | New |
| Northwest Bank & Trust Co | 61 | $3.51K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 64 | $3.68K | 0.00% | −4−5.9% | Reduced |
| Richardson Financial Services Inc. | 79 | $4.02K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 70 | $4.03K | 0.00% | −16−18.6% | Reduced |
| SOA Wealth Advisors, LLC. | 71 | $4.09K | 0.00% | +1+1.4% | Added |
| Sachetta, LLC | 76 | $4.37K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 77 | $4.43K | 0.00% | +77 | New |
| Hexagon Capital Partners LLC | 79 | $4.54K | 0.00% | +24+43.6% | Added |
| Creative Financial Designs Inc | 79 | $4.57K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 84 | $4.83K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 89 | $5.10K | 0.00% | +1+1.1% | Added |
| Zions Bancorporation, N.A. | 95 | $5.46K | 0.00% | +36+61.0% | Added |
| Delta Asset Management LLC | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $5.75K | 0.00% | +79+376.2% | Added |
| AdvisorNet Financial, Inc | 101 | $5.81K | 0.00% | +101 | New |
| MV Capital Management, Inc. | 104 | $5.98K | 0.00% | +17+19.5% | Added |
| Farmers & Merchants Investments Inc | 105 | $6.04K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 108 | $6.21K | 0.00% | +64+145.5% | Added |
| JFS Wealth Advisors, LLC | 111 | $6.38K | 0.00% | +12+12.1% | Added |
| Umb Bank N A | 117 | $6.73K | 0.00% | +117 | New |
| Bartlett & Co. Wealth Management LLC | 122 | $7.02K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $7.19K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 139 | $8.00K | 0.00% | +65+87.8% | Added |
| North Star Investment Management Corp. | 150 | $8.63K | 0.00% | −50−25.0% | Reduced |
| Founders Capital Management | 152 | $8.74K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 158 | $8.98K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 158 | $9.14K | 0.00% | +1+0.6% | Added |
| Coston, McIsaac & Partners | 189 | $10.0K | 0.00% | +15+8.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 179 | $10.3K | 0.00% | −24−11.8% | Reduced |
| Caitlin John, LLC | 164 | $10.5K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 201 | $11.6K | 0.00% | −1−0.5% | Reduced |
| Dunhill Financial, LLC | 206 | $11.9K | 0.01% | +21+11.4% | Added |
| Bruce G. Allen Investments, LLC | 209 | $12.0K | 0.01% | +1+0.5% | Added |
| Proequities, Inc. | 212 | $12.2K | 0.00% | −93−30.5% | Reduced |
| Reuter James Wealth Management, LLC | 222 | $12.7K | 0.00% | +222 | New |
| Silicon Valley Capital Partners | 240 | $13.8K | 0.00% | +2+0.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 242 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 253 | $14.6K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 256 | $14.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 258 | $14.8K | 0.00% | +18+7.5% | Added |
| Sandy Spring Bank | 267 | $15.4K | 0.00% | −70−20.8% | Reduced |
| Rothschild Investment LLC | 294 | $16.9K | 0.00% | +42+16.7% | Added |
| Catalyst Capital Advisors LLC | 298 | $17.1K | 0.00% | +298 | New |
| Future Financial Wealth Managment LLC | 300 | $17.3K | 0.01% | +300 | New |
| TD Private Client Wealth LLC | 307 | $17.7K | 0.00% | +34+12.5% | Added |
| IFP Advisors, Inc | 324 | $18.7K | 0.00% | +179+123.4% | Added |
| CIBC Private Wealth Group, LLC | 327 | $18.8K | 0.00% | −84−20.4% | Reduced |
| LRI Investments, LLC | 300 | $18.8K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 330 | $19.0K | 0.01% | 00.0% | Unchanged |