| GW&K Investment Management, LLC | 4 | $0 | 0.00% | −53−93.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 1 | $119 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $119 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $238 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $238 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $357 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $475 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 4 | $475 | 0.00% | +4 | New |
| True Wealth Design, LLC | 5 | $595 | 0.00% | +2+66.7% | Added |
| MCF Advisors LLC | 5 | $595 | 0.00% | +5 | New |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | −676−98.3% | Reduced |
| Avion Wealth | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +7 | New |
| Abound Wealth Management | 9 | $1.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $1.24K | 0.00% | +1+11.1% | Added |
| Plato Investment Management Ltd | 11 | $1.31K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 14 | $1.67K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $1.90K | 0.00% | +1+6.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 15 | $2.00K | 0.02% | −1−6.3% | Reduced |
| Iron Horse Wealth Management, LLC | 17 | $2.02K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 18 | $2.14K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 23 | $2.97K | 0.00% | +23 | New |
| TSFG, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 26 | $3.09K | 0.00% | +3+13.0% | Added |
| Carolinas Wealth Consulting LLC | 27 | $3.17K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $3.21K | 0.00% | −18−40.0% | Reduced |
| Credential Qtrade Securities Inc. | 28 | $3.33K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 31 | $3.59K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 38 | $4.52K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 40 | $4.75K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $4.75K | 0.00% | −50−55.6% | Reduced |
| SRS Capital Advisors, Inc. | 45 | $5.35K | 0.00% | +10+28.6% | Added |
| Red Tortoise LLC | 46 | $5.47K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 47 | $5.59K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $5.71K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 48 | $5.71K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 49 | $5.83K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $5.94K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.94K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 51 | $6.06K | 0.00% | +22+75.9% | Added |
| Sound Income Strategies, LLC | 55 | $6.54K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 57 | $6.81K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 63 | $7.54K | 0.00% | −1,919−96.8% | Reduced |
| Sofos Investments, Inc. | 64 | $7.67K | 0.00% | +59+1,180.0% | Added |
| AdvisorNet Financial, Inc | 66 | $7.84K | 0.00% | +35+112.9% | Added |
| Coston, McIsaac & Partners | 73 | $8.00K | 0.00% | −23−24.0% | Reduced |
| Financial Management Professionals, Inc. | 66 | $8.00K | 0.00% | −12−15.4% | Reduced |
| Capital Analysts, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 64 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $8.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $8.20K | 0.00% | +4+6.2% | Added |
| Key Financial Inc | 74 | $8.80K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $9.51K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 86 | $10.2K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 90 | $10.7K | 0.00% | +1+1.1% | Added |
| Smartleaf Asset Management LLC | 91 | $10.8K | 0.00% | +74+435.3% | Added |
| DT Investment Partners, LLC | 92 | $10.9K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 97 | $11.6K | 0.01% | −35−26.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $11.9K | 0.01% | +100 | New |
| LRI Investments, LLC | 104 | $12.4K | 0.00% | +104 | New |
| Vermillion & White Wealth Management Group, LLC | 105 | $12.5K | 0.01% | +1+1.0% | Added |
| Wetzel Investment Advisors, Inc. | 113 | $12.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 110 | $13.1K | 0.00% | +1+0.9% | Added |
| EverSource Wealth Advisors, LLC | 114 | $13.5K | 0.00% | +23+25.3% | Added |
| Roble, Belko & Company, Inc | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 120 | $14.3K | 0.00% | −14−10.4% | Reduced |
| NBT Bank N A | 122 | $14.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $14.6K | 0.01% | +123 | New |
| Citizens National Bank Trust Department | 125 | $14.9K | 0.00% | −25−16.7% | Reduced |
| EnRich Financial Partners LLC | 125 | $14.9K | 0.01% | +125 | New |
| TD Private Client Wealth LLC | 126 | $15.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 128 | $15.1K | 0.03% | −1,959−93.9% | Reduced |
| Park Place Capital Corp | 139 | $16.5K | 0.01% | −399−74.2% | Reduced |
| Semmax Financial Advisors Inc. | 154 | $17.9K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 170 | $20.2K | 0.00% | −21−11.0% | Reduced |
| Fortitude Family Office, LLC | 176 | $20.9K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 183 | $21.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 185 | $22.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 191 | $22.7K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 191 | $22.7K | 0.03% | +191 | New |
| First PREMIER Bank | 196 | $23.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 196 | $23.3K | 0.01% | −2,361−92.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 196 | $23.3K | 0.00% | +196 | New |
| St Germain D J Co Inc | 200 | $23.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 206 | $24.5K | 0.02% | −40−16.3% | Reduced |
| Altshuler Shaham Ltd | 210 | $25.0K | 0.00% | +210 | New |
| Pin Oak Investment Advisors Inc | 210 | $25.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 218 | $25.9K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 236 | $27.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 249 | $29.6K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 271 | $32.2K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 287 | $34.1K | 0.00% | +287 | New |
| Farmers & Merchants Investments Inc | 288 | $34.2K | 0.00% | +192+200.0% | Added |
| Lindbrook Capital, LLC | 290 | $34.5K | 0.00% | +56+23.9% | Added |