| Sofos Investments, Inc. | 630 | $240 | 0.00% | +630 | New |
| Addison Advisors LLC | 1 | $630 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $630 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $630 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $630 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $630 | 0.00% | +1 | New |
| EWG Elevate Inc. | 1 | $630 | 0.00% | +1 | New |
| My Personal CFO, LLC | 1 | $630 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $630 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $1.14K | 0.00% | −1−33.3% | Reduced |
| Global Financial Private Client, LLC | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $1.26K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2 | $1.26K | 0.00% | +2 | New |
| Atlas Capital Advisors LLC | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 3 | $1.89K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 3 | $1.89K | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 4 | $2.52K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $2.52K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 4 | $2.52K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $2.52K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $2.52K | 0.00% | +1+33.3% | Added |
| Hollencrest Capital Management | 4 | $2.52K | 0.00% | +4 | New |
| TD Ameritrade Investment Management, LLC | 5 | $3.00K | 0.00% | −12−70.6% | Reduced |
| Sierra Capital LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4 | $3.00K | 0.00% | +4 | New |
| Zullo Investment Group, Inc. | 5 | $3.15K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5 | $3.15K | 0.00% | +1+25.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $3.15K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 5 | $3.15K | 0.00% | +1+25.0% | Added |
| Abound Wealth Management | 5 | $3.19K | 0.00% | −5−50.0% | Reduced |
| Lee Financial Co | 6 | $3.78K | 0.00% | −2−25.0% | Reduced |
| Versant Capital Management, Inc | 6 | $3.78K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $3.78K | 0.00% | +4+200.0% | Added |
| Semmax Financial Advisors Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 7 | $4.41K | 0.00% | −4−36.4% | Reduced |
| Money Concepts Capital Corp | 7 | $4.41K | 0.00% | −3−30.0% | Reduced |
| Cedar Wealth Management, LLC | 7 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 8 | $5.04K | 0.00% | −33−80.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 8 | $5.04K | 0.00% | +8 | New |
| Piscataqua Savings Bank | 9 | $5.67K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $5.67K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $6.00K | 0.00% | +2+28.6% | Added |
| Schubert & Co | 10 | $6.30K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 10 | $6.30K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 11 | $6.93K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 11 | $6.93K | 0.00% | +11 | New |
| Castleview Partners, LLC | 12 | $7.55K | 0.01% | +12 | New |
| MV Capital Management, Inc. | 12 | $7.56K | 0.00% | −3−20.0% | Reduced |
| Bell Investment Advisors, Inc | 12 | $7.56K | 0.00% | +2+20.0% | Added |
| Comerica Securities,inc. | 13 | $8.19K | 0.00% | +13 | New |
| Cary Street Partner Investment Advisory LLC | 14 | $8.81K | 0.00% | +14 | New |
| Red Tortoise LLC | 14 | $8.81K | 0.01% | +14 | New |
| CVA Family Office, LLC | 15 | $9.45K | 0.00% | +10+200.0% | Added |
| Tucker Asset Management LLC | 16 | $10.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 16 | $10.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $10.1K | 0.00% | +5+45.5% | Added |
| Accurate Wealth Management, LLC | 16 | $10.5K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 17 | $10.7K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 17 | $10.7K | 0.00% | +17 | New |
| Jones Financial Companies LLLP | 18 | $11.0K | 0.00% | +12+200.0% | Added |
| Global Trust Asset Management, LLC | 18 | $11.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23 | $12.0K | 0.00% | +7+43.8% | Added |
| Atticus Wealth Management, LLC | 20 | $12.6K | 0.01% | −2−9.1% | Reduced |
| Sit Investment Associates Inc | 20 | $13.0K | 0.00% | +20 | New |
| Earnest Partners LLC | 23 | $14.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25 | $15.7K | 0.00% | +25 | New |
| Washington Trust Co | 26 | $16.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 29 | $18.0K | 0.00% | −549−95.0% | Reduced |
| Covestor Ltd | 30 | $19.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 32 | $20.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $21.4K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 34 | $21.4K | 0.01% | +34 | New |
| Harbour Investments, Inc. | 35 | $22.0K | 0.00% | +8+29.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 36 | $22.7K | 0.01% | +13+56.5% | Added |
| Private Trust Co NA | 36 | $23.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 39 | $24.5K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 39 | $24.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 42 | $26.7K | 0.00% | +1+2.4% | Added |
| Park Place Capital Corp | 46 | $29.0K | 0.01% | +46 | New |
| Resurgent Financial Advisors LLC | 47 | $29.6K | 0.02% | +47 | New |
| Lindbrook Capital, LLC | 48 | $30.2K | 0.00% | −37−43.5% | Reduced |
| Global Retirement Partners, LLC | 48 | $30.2K | 0.00% | −1−2.0% | Reduced |
| Riverview Trust Co | 51 | $32.0K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 52 | $32.7K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 53 | $33.0K | 0.01% | −178−77.1% | Reduced |
| Massmutual Trust Co FSB | 54 | $34.0K | 0.00% | −16−22.9% | Reduced |
| Farther Finance Advisors, LLC | 59 | $37.2K | 0.01% | +59 | New |
| GWM Advisors LLC | 105 | $37.8K | 0.00% | +105 | New |
| KB Financial Partners, LLC | 60 | $38.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 61 | $38.4K | 0.00% | −1−1.6% | Reduced |
| Glassman Wealth Services | 66 | $41.6K | 0.01% | +4+6.5% | Added |