| RE Dickinson Investment Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 86 | $0 | 0.00% | +86 | New |
| Column Capital Advisors, LLC | 1 | $93 | 0.00% | +1 | New |
| NewSquare Capital LLC | 2 | $186 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $464 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $464 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $557 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $650 | 0.00% | +1+16.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 8 | $743 | 0.00% | +8 | New |
| Crewe Advisors LLC | 9 | $836 | 0.00% | −310−97.2% | Reduced |
| True Wealth Design, LLC | 9 | $836 | 0.00% | +9 | New |
| My Personal CFO, LLC | 10 | $929 | 0.00% | +10 | New |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 11 | $1.02K | 0.00% | +11 | New |
| Private Ocean, LLC | 11 | $1.02K | 0.00% | +11 | New |
| Ten Capital Wealth Advisors, LLC | 12 | $1.11K | 0.00% | +12 | New |
| Carmichael Hill & Associates, Inc. | 18 | $1.67K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $2.00K | 0.00% | −45,205−99.9% | Reduced |
| Creative Capital Management Investments LLC | 18 | $2.00K | 0.00% | +18 | New |
| Worth Asset Management, LLC | 22 | $2.04K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 29 | $2.69K | 0.00% | +29 | New |
| Toth Financial Advisory Corp | 32 | $2.97K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 32 | $2.97K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 40 | $3.00K | 0.00% | −2,337−98.3% | Reduced |
| Richard W. Paul & Associates, LLC | 35 | $3.25K | 0.00% | +35 | New |
| Clearview Wealth Advisors LLC | 37 | $3.52K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 40 | $3.71K | 0.00% | +40 | New |
| MinichMacGregor Wealth Management, LLC | 42 | $3.90K | 0.00% | +42 | New |
| Jackson, Grant Investment Advisers, Inc. | 43 | $3.99K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 76,541 | $4.00K | 0.00% | +20,116+35.7% | Added |
| Eagle Bay Advisors LLC | 45 | $4.18K | 0.00% | −1,100−96.1% | Reduced |
| Tortoise Investment Management, LLC | 45 | $4.18K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 46 | $4.27K | 0.00% | +8+21.1% | Added |
| Tfo-TDC, LLC | 63 | $4.41K | 0.00% | +63 | New |
| Adirondack Trust Co | 50 | $4.64K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 50 | $4.64K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 51 | $4.74K | 0.00% | −2−3.8% | Reduced |
| Valley National Advisers Inc | 65 | $5.00K | 0.00% | −361−84.7% | Reduced |
| Sierra Capital LLC | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 57 | $5.00K | 0.00% | +57 | New |
| Lee Financial Co | 61 | $5.66K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 63 | $5.85K | 0.00% | +63 | New |
| Steward Financial Group LLC | 75 | $6.00K | 0.00% | +75 | New |
| Moisand Fitzgerald Tamayo, LLC | 65 | $6.04K | 0.00% | +25+62.5% | Added |
| Abound Wealth Management | 65 | $6.04K | 0.00% | +23+54.8% | Added |
| Raffa Wealth Management, LLC | 68 | $6.31K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 68 | $6.31K | 0.01% | +68 | New |
| Smithfield Trust Co | 85 | $8.00K | 0.00% | −35−29.2% | Reduced |
| PrairieView Partners, LLC | 94 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 577 | $8.00K | 0.00% | +508+736.2% | Added |
| Macroview Investment Management LLC | 89 | $8.26K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $9.29K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $9.29K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 100 | $9.29K | 0.00% | +100 | New |
| Coppell Advisory Solutions LLC | 100 | $9.29K | 0.00% | +100 | New |
| Coppell Advisory Solutions Corp. | 100 | $9.29K | 0.00% | +100 | New |
| Fiduciary Alliance LLC | 108 | $10.0K | 0.00% | +108 | New |
| Sofos Investments, Inc. | 93 | $10.4K | 0.11% | −1,267−93.2% | Reduced |
| M&R Capital Management Inc | 116 | $10.8K | 0.00% | +21+22.1% | Added |
| New Hampshire Trust | 122 | $11.3K | 0.00% | +122 | New |
| Bogart Wealth, LLC | 128 | $11.9K | 0.00% | +22+20.8% | Added |
| Slocum, Gordon & Co LLP | 129 | $12.0K | 0.01% | +129 | New |
| James Investment Research Inc | 130 | $12.0K | 0.00% | +130 | New |
| Pacifica Partners Inc. | 127 | $12.2K | 0.01% | +1+0.8% | Added |
| Tradewinds Capital Management, LLC | 138 | $12.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 145 | $13.5K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 150 | $13.9K | 0.00% | −361−70.6% | Reduced |
| Grey Fox Wealth Advisors, LLC | 150 | $13.9K | 0.01% | +150 | New |
| Westside Investment Management, Inc. | 154 | $14.0K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 153 | $14.2K | 0.01% | +153 | New |
| MB, Levis & Associates, LLC | 154 | $14.3K | 0.01% | +154 | New |
| Mizuho Securities Co. Ltd. | 160 | $14.9K | 0.04% | −4,730−96.7% | Reduced |
| Heritage Wealth Management, LLC | 164 | $15.2K | 0.00% | +138+530.8% | Added |
| Schubert & Co | 166 | $15.4K | 0.01% | +13+8.5% | Added |
| Affiance Financial, LLC | 168 | $15.6K | 0.01% | +168 | New |
| Dividend Assets Capital, LLC | 172 | $16.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 171 | $16.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 180 | $16.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 188 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 187 | $17.4K | 0.01% | −244−56.6% | Reduced |
| Raleigh Capital Management Inc. | 190 | $17.7K | 0.01% | +130+216.7% | Added |
| Bell Investment Advisors, Inc | 195 | $18.1K | 0.00% | +28+16.8% | Added |
| Northwest Investment Counselors, LLC | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $18.6K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $18.6K | 0.01% | +200 | New |
| Aquatic Capital Management LLC | 200 | $19.0K | 0.00% | −15,200−98.7% | Reduced |
| Arrow Financial Corp | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 211 | $19.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 208 | $20.0K | 0.00% | +2+1.0% | Added |
| Fairfield Financial Advisors, LTD | 226 | $21.0K | 0.01% | +1+0.4% | Added |
| Twin Lakes Capital Management, LLC | 232 | $21.5K | 0.02% | +1+0.4% | Added |
| JFS Wealth Advisors, LLC | 234 | $21.7K | 0.00% | −304−56.5% | Reduced |
| Earnest Partners LLC | 236 | $21.9K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 236 | $21.9K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 234 | $22.0K | 0.00% | +35+17.6% | Added |
| Clean Yield Group | 245 | $22.7K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 246 | $22.8K | 0.00% | +129+110.3% | Added |