| ORG Partners LLC | 1 | $412 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 1 | $416 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $417 | 0.00% | −417−99.8% | Reduced |
| Abound Wealth Management | 1 | $417 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $417 | 0.00% | +1 | New |
| 25 LLC | 1 | $421 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $833 | 0.00% | −2−50.0% | Reduced |
| Raffa Wealth Management, LLC | 2 | $833 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 2 | $1.00K | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 3 | $1.25K | 0.00% | −1−25.0% | Reduced |
| Sutton Wealth Advisors Inc. | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $1.25K | 0.00% | −1−25.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| Capital Advisors, Ltd. LLC | 5 | $2.00K | 0.00% | +5 | New |
| Logan Capital Management Inc | 5 | $2.08K | 0.00% | −22−81.5% | Reduced |
| Ranger Investment Management, L.P. | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $2.50K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $2.50K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7 | $2.92K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 7 | $3.00K | 0.00% | +7 | New |
| Washington Trust Co | 8 | $3.33K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $3.75K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $3.75K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 10 | $4.17K | 0.00% | −3,040−99.7% | Reduced |
| Earnest Partners LLC | 11 | $4.58K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $5.00K | 0.00% | +12 | New |
| Elequin Capital LP | 14 | $5.83K | 0.00% | +14 | New |
| Cherry Tree Wealth Management, LLC | 17 | $7.08K | 0.00% | +17 | New |
| Leonteq Securities AG | 18 | $7.50K | 0.00% | −3−14.3% | Reduced |
| Farther Finance Advisors, LLC | 18 | $7.50K | 0.00% | +1+5.9% | Added |
| Delos Wealth Advisors, LLC | 18 | $7.50K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $8.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $9.58K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 24 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $10.4K | 0.00% | +3+13.6% | Added |
| Farmers & Merchants Investments Inc | 28 | $11.7K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 28 | $11.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28 | $11.7K | 0.00% | +1+3.7% | Added |
| Covestor Ltd | 28 | $12.0K | 0.01% | −12−30.0% | Reduced |
| CKW Financial Group | 28 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $12.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 32 | $13.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 34 | $14.2K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 34 | $14.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 35 | $14.6K | 0.00% | +35 | New |
| Whittier Trust Co of Nevada Inc | 40 | $16.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 40 | $16.7K | 0.00% | −3−7.0% | Reduced |
| West Branch Capital LLC | 41 | $17.1K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 47 | $19.0K | 0.01% | +47 | New |
| MV Capital Management, Inc. | 46 | $19.2K | 0.00% | +1+2.2% | Added |
| Smithfield Trust Co | 54 | $22.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 55 | $23.0K | 0.01% | −27−32.9% | Reduced |
| Tradition Wealth Management, LLC | 56 | $23.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 56 | $23.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 62 | $25.8K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 64 | $26.7K | 0.01% | +64 | New |
| Stephenson National Bank & Trust | 65 | $27.1K | 0.01% | −1−1.5% | Reduced |
| Barrett & Company, Inc. | 70 | $29.2K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 74 | $30.8K | 0.02% | +74 | New |
| Pinnacle Financial Partners Inc | 75 | $31.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 75 | $31.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 76 | $31.7K | 0.00% | +1+1.3% | Added |
| Spire Wealth Management | 77 | $32.1K | 0.00% | −3−3.8% | Reduced |
| Private Trust Co NA | 79 | $32.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $34.2K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 84 | $35.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 85 | $35.4K | 0.00% | −1−1.2% | Reduced |
| Harbour Investments, Inc. | 92 | $38.3K | 0.00% | −64−41.0% | Reduced |
| SRS Capital Advisors, Inc. | 92 | $38.3K | 0.00% | +3+3.4% | Added |
| Activest Wealth Management | 101 | $39.6K | 0.03% | +101 | New |
| Ruedi Wealth Management, Inc. | 97 | $40.4K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 97 | $40.4K | 0.01% | +21+27.6% | Added |
| Atwood & Palmer Inc | 100 | $41.6K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $41.6K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $41.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $42.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 105 | $43.7K | 0.00% | +105 | New |
| Ci Investments Inc. | 115 | $48.0K | 0.00% | +6+5.5% | Added |
| Cornerstone Planning Group LLC | 117 | $48.7K | 0.02% | +117 | New |
| Islay Capital Management, LLC | 135 | $56.2K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 144 | $60.0K | 0.00% | −11−7.1% | Reduced |
| Harbor Investment Advisory, LLC | 150 | $62.5K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 177 | $73.7K | 0.00% | +33+22.9% | Added |
| Glen Eagle Advisors, LLC | 185 | $77.0K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 189 | $78.7K | 0.03% | +189 | New |
| Alta Advisers Ltd | 200 | $83.3K | 0.05% | 00.0% | Unchanged |
| Core Alternative Capital | 200 | $83.3K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 200 | $83.3K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 237 | $84.0K | 0.00% | −31−11.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 212 | $88.3K | 0.06% | −10−4.5% | Reduced |
| HighMark Wealth Management LLC | 215 | $89.5K | 0.07% | −202−48.4% | Reduced |