| Penserra Capital Management LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $400 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $400 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $400 | 0.00% | +1 | New |
| Concord Wealth Partners | 1 | $400 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $400 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 2 | $800 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $800 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $800 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $800 | 0.00% | +1+100.0% | Added |
| Glass Jacobson Investment Advisors llc | 2 | $800 | 0.00% | +2 | New |
| Thompson Siegel & Walmsley LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| GW&K Investment Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| MinichMacGregor Wealth Management, LLC | 3 | $1.20K | 0.00% | +3 | New |
| Salem Investment Counselors Inc | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 4 | $1.60K | 0.00% | −75−94.9% | Reduced |
| Global Financial Private Client, LLC | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 4 | $1.60K | 0.00% | +4 | New |
| Fiduciary Alliance LLC | 4 | $1.60K | 0.00% | +4 | New |
| Zions Bancorporation, N.A. | 6 | $2.40K | 0.00% | −8−57.1% | Reduced |
| MV Capital Management, Inc. | 6 | $2.40K | 0.00% | −3−33.3% | Reduced |
| Raffa Wealth Management, LLC | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $2.40K | 0.00% | +3+100.0% | Added |
| Geneos Wealth Management Inc. | 7 | $2.80K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7 | $2.80K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 8 | $3.20K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9 | $3.60K | 0.00% | −12−57.1% | Reduced |
| Global Retirement Partners, LLC | 9 | $3.60K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $3.60K | 0.00% | −2−18.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $3.60K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $3.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $3.61K | 0.00% | +9 | New |
| Schubert & Co | 11 | $4.40K | 0.00% | +4+57.1% | Added |
| Tucker Asset Management LLC | 13 | $5.18K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 13 | $5.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $5.20K | 0.00% | +1+8.3% | Added |
| Tilia Fiduciary Partners, Inc. | 14 | $5.60K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $6.40K | 0.00% | +16 | New |
| Benjamin Edwards Inc | 17 | $7.00K | 0.00% | −45−72.6% | Reduced |
| Walleye Trading LLC | 18 | $7.20K | 0.00% | +18 | New |
| Baker Avenue Asset Management, LP | 18 | $7.20K | 0.00% | +18 | New |
| Washington Trust Advisors, Inc. | 19 | $7.60K | 0.00% | +3+18.8% | Added |
| BDO Wealth Advisors, LLC | 20 | $8.00K | 0.00% | −20−50.0% | Reduced |
| Farther Finance Advisors, LLC | 20 | $8.00K | 0.00% | +20 | New |
| TCI Wealth Advisors, Inc. | 22 | $8.80K | 0.00% | −3−12.0% | Reduced |
| Valley National Advisers Inc | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 23 | $9.57K | 0.00% | +3+15.0% | Added |
| Glassman Wealth Services | 24 | $9.60K | 0.00% | −12−33.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 24 | $9.60K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 24 | $9.60K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $11.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 30 | $12.0K | 0.02% | +30 | New |
| Caldwell Trust Co | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 34 | $13.6K | 0.00% | +34 | New |
| Clearview Wealth Advisors LLC | 35 | $14.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 36 | $14.4K | 0.00% | +18+100.0% | Added |
| Pathway Financial Advisers, LLC | 36 | $14.4K | 0.01% | +36 | New |
| Peoples Financial Services Corp. | 37 | $14.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 40 | $16.0K | 0.01% | +40 | New |
| Abound Wealth Management | 40 | $16.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 42 | $17.0K | 0.00% | +2+5.0% | Added |
| AdvisorNet Financial, Inc | 47 | $18.8K | 0.00% | −82−63.6% | Reduced |
| Clear Street Markets LLC | 48 | $19.0K | 0.00% | −528−91.7% | Reduced |
| Barrett & Company, Inc. | 50 | $20.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $20.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 52 | $20.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 52 | $21.0K | 0.00% | +11+26.8% | Added |
| C M Bidwell & Associates Ltd | 53 | $21.2K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 57 | $22.8K | 0.01% | +7+14.0% | Added |
| Delta Asset Management LLC | 57 | $22.8K | 0.00% | +57 | New |
| Quent Capital, LLC | 60 | $24.0K | 0.00% | −2−3.2% | Reduced |
| Harbour Investments, Inc. | 63 | $25.2K | 0.00% | +9+16.7% | Added |
| GWM Advisors LLC | 65 | $26.0K | 0.00% | +65 | New |
| Cedar Mountain Advisors, LLC | 68 | $27.2K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 68 | $27.8K | 0.01% | +68 | New |
| Central Trust Co | 73 | $29.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 75 | $30.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $30.0K | 0.01% | +75 | New |
| Comerica Securities,inc. | 79 | $31.6K | 0.00% | +79 | New |
| First Horizon Advisors, Inc. | 82 | $32.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 82 | $32.8K | 0.00% | −5−5.7% | Reduced |
| Ellevest, Inc. | 86 | $34.4K | 0.00% | −23−21.1% | Reduced |
| Belpointe Asset Management LLC | 89 | $35.6K | 0.00% | +89 | New |
| Huntington National Bank | 92 | $36.8K | 0.00% | −222−70.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 100 | $40.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 105 | $42.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 110 | $44.3K | 0.00% | −45−29.0% | Reduced |
| Ci Investments Inc. | 124 | $50.0K | 0.00% | +66+113.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 150 | $60.0K | 0.00% | −8−5.1% | Reduced |
| Capital Directions Investment Advisors, LLC | 157 | $62.8K | 0.02% | +157 | Added |
| Capital Advisors, Ltd. LLC | 176 | $70.0K | 0.01% | −14−7.4% | Reduced |