| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 1 | $220 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $277 | 0.00% | 0 | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $279 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $440 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3 | $660 | 0.00% | −29−90.6% | Reduced |
| Horizon Investments, LLC | 3 | $660 | 0.00% | +1+50.0% | Added |
| Gradient Investments LLC | 4 | $880 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $880 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 5 | $1.10K | 0.00% | +2+66.7% | Added |
| Colonial Trust Advisors | 6 | $1.32K | 0.00% | +6 | New |
| Naples Money Management LLC | 6 | $1.32K | 0.00% | +6 | New |
| Zions Bancorporation, N.A. | 8 | $1.76K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 8 | $1.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.98K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 9 | $1.98K | 0.00% | +9 | New |
| Moisand Fitzgerald Tamayo, LLC | 9 | $1.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 10 | $2.20K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $2.20K | 0.00% | +10 | New |
| Abich Financial Wealth Management LLC | 11 | $2.42K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 13 | $2.86K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14 | $3.08K | 0.00% | −47−77.0% | Reduced |
| AdvisorNet Financial, Inc | 14 | $3.08K | 0.00% | −1−6.7% | Reduced |
| Private Wealth Management Group, LLC | 14 | $3.08K | 0.00% | +14 | New |
| GWM Advisors LLC | 15 | $3.30K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $3.30K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 16 | $3.51K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 17 | $3.74K | 0.00% | +17 | New |
| Carolinas Wealth Consulting LLC | 18 | $3.96K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 19 | $4.18K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 20 | $4.40K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 21 | $4.52K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 21 | $4.62K | 0.00% | +21 | New |
| Brown Brothers Harriman & Co | 23 | $5.06K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $5.06K | 0.00% | +3+15.0% | Added |
| Aspire Private Capital, LLC | 26 | $5.72K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 27 | $5.94K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 28 | $6.16K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 29 | $6.38K | 0.00% | +29 | New |
| Prestige Wealth Management Group LLC | 29 | $6.38K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $6.60K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 31 | $6.82K | 0.01% | +31 | New |
| Central Trust Co | 32 | $7.04K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 32 | $7.04K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 34 | $7.45K | 0.00% | +34 | New |
| Bank of New Hampshire | 35 | $7.70K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 38 | $8.36K | 0.00% | +2+5.6% | Added |
| Bell Investment Advisors, Inc | 38 | $8.36K | 0.00% | +8+26.7% | Added |
| Parkside Financial Bank & Trust | 43 | $9.46K | 0.00% | −20−31.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 46 | $10.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 47 | $10.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $10.3K | 0.00% | +6+14.6% | Added |
| Anchor Investment Management, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $11.0K | 0.00% | +50 | New |
| Smithfield Trust Co | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 55 | $12.1K | 0.00% | +1+1.9% | Added |
| First Horizon Advisors, Inc. | 57 | $12.5K | 0.00% | +19+50.0% | Added |
| Farther Finance Advisors, LLC | 62 | $13.6K | 0.00% | +21+51.2% | Added |
| Richardson Financial Services Inc. | 67 | $14.7K | 0.01% | +67 | New |
| Rakuten Securities, Inc. | 70 | $15.4K | 0.01% | +70 | New |
| Private Trust Co NA | 72 | $15.8K | 0.00% | −2−2.7% | Reduced |
| Addison Advisors LLC | 75 | $16.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 87 | $19.1K | 0.00% | +2+2.4% | Added |
| LGT Financial Advisors LLC | 93 | $20.4K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 94 | $20.7K | 0.00% | +48+104.3% | Added |
| Leonteq Securities AG | 100 | $22.0K | 0.00% | +100 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $22.0K | 0.01% | +100 | New |
| Tower View Investment Management & Research LLC | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 102 | $22.4K | 0.00% | +61+148.8% | Added |
| FinTrust Capital Advisors, LLC | 121 | $26.6K | 0.01% | −2−1.6% | Reduced |
| Glassman Wealth Services | 129 | $28.4K | 0.00% | +2+1.6% | Added |
| Baldwin Brothers Inc | 135 | $29.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 184 | $40.0K | 0.00% | +11+6.4% | Added |
| Massmutual Trust Co FSB | 183 | $40.2K | 0.00% | +15+8.9% | Added |
| MCF Advisors LLC | 188 | $41.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 199 | $42.7K | 0.01% | +199 | New |
| North Star Investment Management Corp. | 200 | $44.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 210 | $46.2K | 0.00% | +210 | New |
| Hazlett, Burt & Watson, Inc. | 221 | $49.0K | 0.03% | −27−10.9% | Reduced |
| Archer Investment Corp | 229 | $50.4K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 224 | $51.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 242 | $52.9K | 0.00% | +28+13.1% | Added |
| Northwestern Mutual Wealth Management Co | 260 | $57.2K | 0.00% | −78−23.1% | Reduced |
| Covestor Ltd | 278 | $61.0K | 0.04% | −534−65.8% | Reduced |
| Clean Yield Group | 300 | $66.0K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 300 | $66.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 312 | $69.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 350 | $77.0K | 0.07% | +350 | New |
| Evermay Wealth Management LLC | 373 | $82.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 398 | $87.5K | 0.02% | −3−0.7% | Reduced |
| C M Bidwell & Associates Ltd | 405 | $89.1K | 0.07% | +2+0.5% | Added |
| Signaturefd, LLC | 409 | $89.9K | 0.00% | +15+3.8% | Added |
| Impact Partnership Wealth, LLC | 481 | $105.8K | 0.04% | +481 | New |
| Ronald Blue Trust, Inc. | 504 | $114.0K | 0.00% | +46+10.0% | Added |
| Point72 Middle East FZE | 521 | $114.5K | 0.01% | −7,604−93.6% | Reduced |