| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 18,046 | $100 | 0.00% | +18,046 | New |
| Tfo-TDC, LLC | 3 | $549 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $732 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $732 | 0.00% | +4 | New |
| NVWM, LLC | 4 | $732 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 4 | $760 | 0.00% | +4 | Added |
| Colonial Trust Advisors | 5 | $915 | 0.00% | −19−79.2% | Reduced |
| Trust Co of Vermont | 5 | $915 | 0.00% | +5 | New |
| Jamison Private Wealth Management, Inc. | 5 | $915 | 0.00% | +5 | New |
| Ulland Investment Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $1.10K | 0.00% | −68−91.9% | Reduced |
| Longfellow Investment Management Co LLC | 6 | $1.10K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 6 | $1.10K | 0.00% | +6 | New |
| Motco | 7 | $1.28K | 0.00% | −1−12.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 7 | $1.28K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.28K | 0.00% | +1+16.7% | Added |
| Valued Wealth Advisors LLC | 7 | $1.29K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 9 | $1.65K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $1.83K | 0.00% | −25−71.4% | Reduced |
| Wolff Wiese Magana LLC | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10 | $1.83K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 10 | $1.83K | 0.00% | +10 | New |
| Rosenberg Matthew Hamilton | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $2.00K | 0.00% | −36−73.5% | Reduced |
| North Star Investment Management Corp. | 11 | $2.01K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 11 | $2.01K | 0.00% | +11 | New |
| LRI Investments, LLC | 11 | $2.01K | 0.00% | +11 | New |
| Continuum Advisory, LLC | 12 | $2.04K | 0.00% | +12 | New |
| ClariVest Asset Management LLC | 12 | $2.19K | 0.00% | +6+100.0% | Added |
| Sachetta, LLC | 14 | $2.31K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $2.38K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 13 | $2.38K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $3.00K | 0.00% | −1,051−98.3% | Reduced |
| VitalStone Financial, LLC | 15 | $3.00K | 0.00% | −1−6.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 15 | $3.00K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 17 | $3.11K | 0.00% | +17 | New |
| Dunhill Financial, LLC | 18 | $3.35K | 0.00% | +3+20.0% | Added |
| Criterion Capital Advisors, LLC | 20 | $3.66K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $3.66K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 20 | $3.66K | 0.00% | +20 | New |
| Brown Shipley& Co Ltd | 21 | $3.82K | 0.00% | +21 | New |
| Avion Wealth | 17 | $4.00K | 0.00% | +3+21.4% | Added |
| JJJ Advisors Inc. | 22 | $4.02K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 22 | $4.02K | 0.00% | +22 | New |
| Beacon Capital Management, LLC | 24 | $4.39K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 25 | $4.57K | 0.00% | −1−3.8% | Reduced |
| Raffa Wealth Management, LLC | 27 | $4.94K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 29 | $5.30K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $5.30K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $5.49K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 30 | $5.49K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $5.67K | 0.00% | −18−36.7% | Reduced |
| Frank, Rimerman Advisors LLC | 31 | $5.67K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $6.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 36 | $6.58K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 37 | $6.79K | 0.00% | +37 | New |
| Versant Capital Management, Inc | 43 | $7.87K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 43 | $7.87K | 0.00% | +43 | New |
| True Wealth Design, LLC | 44 | $7.99K | 0.00% | +3+7.3% | Added |
| Bartlett & Co. Wealth Management LLC | 45 | $8.23K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $8.24K | 0.00% | +4+9.8% | Added |
| Westend Capital Management, LLC | 47 | $8.60K | 0.00% | +47 | New |
| Bell Investment Advisors, Inc | 48 | $8.78K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $9.14K | 0.01% | −4−7.4% | Reduced |
| Providence Capital Advisors, LLC | 50 | $9.14K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $9.14K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 53 | $9.69K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 53 | $9.69K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 54 | $9.74K | 0.00% | −2−3.6% | Reduced |
| CGC Financial Services, LLC | 55 | $10.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 56 | $10.2K | 0.00% | +56 | New |
| Ancora Advisors, LLC | 59 | $10.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 69 | $12.6K | 0.01% | +45+187.5% | Added |
| Cedar Wealth Management, LLC | 72 | $13.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 72 | $13.2K | 0.00% | +72 | New |
| Red Tortoise LLC | 73 | $13.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 77 | $14.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 82 | $15.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 83 | $15.0K | 0.00% | −16−16.2% | Reduced |
| Rise Advisors, LLC | 85 | $15.6K | 0.01% | +85 | New |
| Creative Financial Designs Inc | 90 | $16.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 94 | $17.0K | 0.00% | +9+10.6% | Added |
| Rothschild Investment LLC | 98 | $17.9K | 0.00% | +49+100.0% | Added |
| Prestige Wealth Management Group LLC | 100 | $18.3K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 104 | $19.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 104 | $19.0K | 0.02% | −361−77.6% | Reduced |
| Riverview Trust Co | 105 | $19.2K | 0.01% | +105 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 107 | $19.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 109 | $19.9K | 0.00% | +109 | New |
| Hexagon Capital Partners LLC | 115 | $21.0K | 0.00% | +7+6.5% | Added |
| Covestor Ltd | 120 | $22.0K | 0.01% | −179−59.9% | Reduced |
| Atlantic Private Wealth, LLC | 123 | $22.5K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 129 | $23.6K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 133 | $24.3K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 133 | $24.3K | 0.00% | +2+1.5% | Added |
| Altshuler Shaham Ltd | 134 | $24.5K | 0.00% | +134 | New |