| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Quarry LP | 1 | $125 | 0.00% | +1 | New |
| Rosenberg Matthew Hamilton | 3 | $375 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $485 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $500 | 0.00% | −18−81.8% | Reduced |
| Richardson Financial Services Inc. | 6 | $749 | 0.00% | +6 | New |
| Laurel Wealth Advisors LLC | 7 | $875 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 8 | $999 | 0.00% | +8 | New |
| Householder Group Estate & Retirement Specialist, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 10 | $1.25K | 0.00% | +10 | New |
| Pacific Capital Wealth Advisors, Inc | 15 | $1.87K | 0.00% | −42−73.7% | Reduced |
| Raleigh Capital Management Inc. | 15 | $1.87K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $2.50K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 21 | $2.62K | 0.00% | +10+90.9% | Added |
| Aviso Financial Inc. | 22 | $2.75K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 21 | $2.76K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 23 | $2.87K | 0.00% | +9+64.3% | Added |
| Venturi Wealth Management, LLC | 25 | $3.12K | 0.00% | −73−74.5% | Reduced |
| Mendota Financial Group, LLC | 25 | $3.12K | 0.00% | +25 | New |
| ClariVest Asset Management LLC | 27 | $3.19K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 29 | $3.62K | 0.00% | −1−3.3% | Reduced |
| DT Investment Partners, LLC | 35 | $4.37K | 0.00% | +35 | New |
| Capital Performance Advisors LLP | 37 | $4.62K | 0.00% | +37 | New |
| Red Tortoise LLC | 38 | $4.75K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $5.00K | 0.00% | −3,741−98.7% | Reduced |
| SJS Investment Consulting Inc. | 45 | $5.62K | 0.00% | −2−4.3% | Reduced |
| Voisard Asset Management Group, Inc. | 47 | $5.87K | 0.00% | +4+9.3% | Added |
| Capital Advisors, Ltd. LLC | 45 | $6.00K | 0.00% | +1+2.3% | Added |
| Avion Wealth | 52 | $6.00K | 0.00% | +5+10.6% | Added |
| Central Trust Co | 49 | $6.12K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $6.25K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 51 | $6.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $6.37K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 52 | $6.50K | 0.01% | −5−8.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 57 | $7.12K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 62 | $7.75K | 0.00% | −13−17.3% | Reduced |
| ORG Partners LLC | 63 | $7.92K | 0.00% | −6−8.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 64 | $7.99K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $8.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 65 | $8.12K | 0.00% | +65 | New |
| Tucker Asset Management LLC | 72 | $8.99K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 67 | $9.00K | 0.00% | +67 | New |
| Mather Group, LLC. | 74 | $9.19K | 0.00% | −649−89.8% | Reduced |
| Anchor Investment Management, LLC | 75 | $9.37K | 0.00% | +75 | New |
| Cherry Tree Wealth Management, LLC | 75 | $9.37K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 80 | $9.99K | 0.00% | +34+73.9% | Added |
| Olistico Wealth, LLC | 80 | $9.99K | 0.01% | +80 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85 | $10.6K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 89 | $11.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 92 | $11.5K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 96 | $12.0K | 0.00% | −2−2.0% | Reduced |
| Naples Money Management LLC | 100 | $12.5K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $12.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $12.5K | 0.00% | +100 | New |
| TD Capital Management LLC | 104 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 107 | $13.4K | 0.01% | +107 | New |
| American National Bank | 110 | $13.7K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 111 | $13.9K | 0.00% | +111 | New |
| Kimelman & Baird, LLC | 112 | $14.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 112 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 113 | $14.1K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 125 | $15.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 128 | $16.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 132 | $16.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 155 | $19.4K | 0.00% | −6−3.7% | Reduced |
| Harbour Investments, Inc. | 161 | $20.1K | 0.00% | −56−25.8% | Reduced |
| Versant Capital Management, Inc | 165 | $20.6K | 0.00% | +57+52.8% | Added |
| MCF Advisors LLC | 165 | $20.6K | 0.00% | +165 | New |
| JFS Wealth Advisors, LLC | 167 | $20.9K | 0.00% | +4+2.5% | Added |
| Roble, Belko & Company, Inc | 176 | $22.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 183 | $22.9K | 0.02% | +183 | New |
| Goodman Advisory Group, LLC | 184 | $23.0K | 0.01% | 00.0% | Unchanged |
| Groupama Asset Managment | 243 | $24.4K | 0.00% | +243 | New |
| Legacy Investment Solutions, LLC | 150 | $24.7K | 0.02% | +150 | New |
| Legacy Wealth Managment, LLC | 150 | $24.7K | 0.02% | +150 | New |
| First Horizon Advisors, Inc. | 204 | $25.5K | 0.00% | +26+14.6% | Added |
| Sound Income Strategies, LLC | 217 | $27.1K | 0.00% | +1+0.5% | Added |
| Hexagon Capital Partners LLC | 219 | $27.4K | 0.01% | −217−49.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 225 | $28.1K | 0.01% | +60+36.4% | Added |
| BFSG, LLC | 230 | $28.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 238 | $29.7K | 0.00% | +48+25.3% | Added |
| Plato Investment Management Ltd | 248 | $30.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 263 | $32.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 269 | $34.0K | 0.02% | −169−38.6% | Reduced |
| Colonial Trust Co | 271 | $34.1K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 280 | $35.0K | 0.00% | +280 | New |
| Glen Eagle Advisors, LLC | 288 | $35.9K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 298 | $37.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $37.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 300 | $37.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $37.5K | 0.01% | +190+172.7% | Added |
| Massmutual Trust Co FSB | 307 | $38.3K | 0.00% | −157−33.8% | Reduced |
| Ancora Advisors, LLC | 310 | $38.7K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 311 | $38.8K | 0.01% | +2+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 316 | $39.5K | 0.00% | +16+5.3% | Added |
| Paloma Partners Management Co | 322 | $40.2K | 0.00% | −45,508−99.3% | Reduced |
| Compass Wealth Management LLC | 346 | $43.2K | 0.01% | −100−22.4% | Reduced |
| WR Wealth Planners, LLC | 363 | $45.3K | 0.01% | +232+177.1% | Added |
| Oarsman Capital, Inc. | 364 | $45.5K | 0.01% | +364 | New |