| Covestor Ltd | 1 | $0 | 0.00% | −53−98.1% | Reduced |
| Tortoise Investment Management, LLC | 1 | $45 | 0.00% | −8−88.9% | Reduced |
| Cypress Capital Management LLC (WY) | 2 | $91 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $91 | 0.00% | +2 | New |
| Blume Capital Management, Inc. | 3 | $136 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $136 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 3 | $136 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $141 | 0.00% | −2−40.0% | Reduced |
| DecisionPoint Financial, LLC | 5 | $231 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $272 | 0.00% | −9−60.0% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $272 | 0.00% | +1+20.0% | Added |
| Palisade Asset Management, LLC | 6 | $272 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 6 | $272 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $317 | 0.00% | +1+16.7% | Added |
| Chilton Capital Management LLC | 8 | $362 | 0.00% | −125−94.0% | Reduced |
| Rakuten Securities, Inc. | 11 | $498 | 0.00% | +10+1,000.0% | Added |
| Bogart Wealth, LLC | 11 | $498 | 0.00% | +11 | New |
| HFM Investment Advisors, LLC | 12 | $543 | 0.00% | −1−7.7% | Reduced |
| Trifecta Capital Advisors, LLC | 12 | $543 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $633 | 0.00% | +4+40.0% | Added |
| Country Trust Bank | 14 | $634 | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 15 | $679 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 17 | $768 | 0.00% | +17 | New |
| Medallion Wealth Advisors, LLC | 17 | $769 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 18 | $815 | 0.00% | −8−30.8% | Reduced |
| Colonial Trust Co | 19 | $860 | 0.00% | −4−17.4% | Reduced |
| Fairman Group, LLC | 20 | $905 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 20 | $905 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 24 | $1.09K | 0.00% | +24 | New |
| Halbert Hargrove Global Advisors, LLC | 26 | $1.18K | 0.00% | +26 | New |
| Ameritas Advisory Services, LLC | 27 | $1.21K | 0.00% | −13,331−99.8% | Reduced |
| Core Alternative Capital | 27 | $1.22K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 30 | $1.36K | 0.00% | −41−57.7% | Reduced |
| Anfield Capital Management, LLC | 30 | $1.36K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $1.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $1.62K | 0.00% | −1−3.0% | Reduced |
| Thompson Investment Management, Inc. | 36 | $1.62K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 36 | $1.63K | 0.00% | +25+227.3% | Added |
| Howard Hughes Medical Institute | 37 | $1.67K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 37 | $1.68K | 0.00% | +27+270.0% | Added |
| MCF Advisors LLC | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 40 | $1.81K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 42 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $1.95K | 0.00% | −78−64.5% | Reduced |
| Sachetta, LLC | 44 | $1.99K | 0.00% | −46−51.1% | Reduced |
| Avion Wealth | 60 | $2.00K | 0.00% | +22+57.9% | Added |
| Capital Advisors, Ltd. LLC | 43 | $2.00K | 0.00% | +43 | New |
| Cloud Capital Management, LLC | 45 | $2.00K | 0.00% | +45 | New |
| Creative Financial Designs Inc | 45 | $2.04K | 0.00% | −35−43.8% | Reduced |
| Central Trust Co | 51 | $2.31K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 52 | $2.35K | 0.00% | −7−11.9% | Reduced |
| CoreCap Advisors, LLC | 52 | $2.35K | 0.00% | +48+1,200.0% | Added |
| Private Wealth Management Group, LLC | 56 | $2.53K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 58 | $2.63K | 0.00% | +54+1,350.0% | Added |
| Walleye Capital LLC | 60 | $2.71K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 60 | $2.71K | 0.00% | +15+33.3% | Added |
| Fortitude Family Office, LLC | 62 | $2.81K | 0.00% | +10+19.2% | Added |
| Vermillion Wealth Management, Inc. | 62 | $2.81K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 73 | $3.00K | 0.00% | +3+4.3% | Added |
| Hughes Financial Services, LLC | 66 | $3.09K | 0.00% | +56+560.0% | Added |
| Red Tortoise LLC | 70 | $3.17K | 0.00% | +70 | New |
| Golden State Wealth Management, LLC | 71 | $3.21K | 0.00% | −55−43.7% | Reduced |
| MV Capital Management, Inc. | 73 | $3.30K | 0.00% | −29−28.4% | Reduced |
| Rothschild Investment LLC | 75 | $3.39K | 0.00% | +53+240.9% | Added |
| Wealthspire Advisors, LLC | 80 | $3.63K | 0.00% | +80 | New |
| Westfuller Advisors, LLC | 81 | $3.68K | 0.00% | +81 | New |
| Cornerstone Planning Group LLC | 87 | $3.78K | 0.00% | +9+11.5% | Added |
| GHP Investment Advisors, Inc. | 84 | $3.80K | 0.00% | +7+9.1% | Added |
| GW&K Investment Management, LLC | 81 | $4.00K | 0.00% | +25+44.6% | Added |
| JFS Wealth Advisors, LLC | 89 | $4.03K | 0.00% | −18−16.8% | Reduced |
| North Star Investment Management Corp. | 90 | $4.07K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 94 | $4.25K | 0.00% | −3−3.1% | Reduced |
| AdvisorNet Financial, Inc | 97 | $4.39K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $4.53K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $4.53K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $4.53K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 100 | $4.53K | 0.00% | +100 | New |
| Transamerica Financial Advisors, Inc. | 105 | $4.72K | 0.00% | +26+32.9% | Added |
| Farmers & Merchants Investments Inc | 105 | $4.75K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 112 | $5.07K | 0.00% | +20+21.7% | Added |
| First Horizon Corp | 116 | $5.25K | 0.00% | +116 | New |
| 1 North Wealth Services LLC | 150 | $6.79K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 152 | $6.88K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 152 | $6.88K | 0.00% | +62+68.9% | Added |
| Westside Investment Management, Inc. | 153 | $6.96K | 0.00% | −95−38.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 172 | $7.78K | 0.00% | +172 | New |
| Hemington Wealth Management | 194 | $8.00K | 0.00% | +48+32.9% | Added |
| Johnson Financial Group, Inc. | 177 | $8.01K | 0.00% | +177 | New |
| Geneos Wealth Management Inc. | 194 | $8.78K | 0.00% | −932−82.8% | Reduced |
| Bruce G. Allen Investments, LLC | 198 | $8.96K | 0.01% | −2−1.0% | Reduced |
| Pin Oak Investment Advisors Inc | 200 | $9.05K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $9.05K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 200 | $9.05K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 200 | $9.05K | 0.00% | +200 | New |
| Archer Investment Corp | 200 | $9.05K | 0.00% | +200 | New |
| Clearstead Advisors, LLC | 204 | $9.23K | 0.00% | +22+12.1% | Added |
| Accredited Wealth Management, LLC | 143 | $10.4K | 0.01% | −85−37.3% | Reduced |
| Atlantic Trust, LLC | 238 | $10.8K | 0.00% | −320−57.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 242 | $10.9K | 0.00% | 00.0% | Unchanged |