| Smartleaf Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $275 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 2 | $544 | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 2 | $549 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2 | $549 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2 | $549 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $604 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $705 | 0.00% | −56−94.9% | Reduced |
| Horizon Investments, LLC | 3 | $823 | 0.00% | +1+50.0% | Added |
| Tfo-TDC, LLC | 3 | $824 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $824 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4 | $1.10K | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 7 | $1.92K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $1.92K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.92K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.92K | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 6 | $2.00K | 0.00% | +6 | New |
| POM Investment Strategies, LLC | 8 | $2.20K | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 8 | $2.20K | 0.00% | −2−20.0% | Reduced |
| Quarry LP | 9 | $2.47K | 0.00% | −41−82.0% | Reduced |
| Raffa Wealth Management, LLC | 9 | $2.47K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 9 | $2.47K | 0.00% | +9 | New |
| Glassman Wealth Services | 10 | $2.75K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $2.75K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 10 | $2.75K | 0.00% | +10 | New |
| Spire Wealth Management | 10 | $2.86K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11 | $3.02K | 0.00% | +11 | New |
| Naples Money Management LLC | 11 | $3.02K | 0.00% | +11 | New |
| Global Financial Private Client, LLC | 14 | $3.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $3.85K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $4.95K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $4.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 18 | $5.02K | 0.00% | 00.0% | Unchanged |
| Amundi | 19 | $5.38K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $5.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $5.77K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 23 | $6.32K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 24 | $6.59K | 0.00% | −2−7.7% | Reduced |
| EverSource Wealth Advisors, LLC | 25 | $6.87K | 0.00% | +2+8.7% | Added |
| Jones Financial Companies LLLP | 26 | $7.14K | 0.00% | +16+160.0% | Added |
| Washington Trust Advisors, Inc. | 26 | $7.14K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 30 | $8.24K | 0.00% | +30 | New |
| Private Wealth Management Group, LLC | 31 | $8.52K | 0.00% | +31 | New |
| Clearstead Advisors, LLC | 35 | $9.62K | 0.00% | +15+75.0% | Added |
| Toth Financial Advisory Corp | 37 | $10.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $10.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $10.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 38 | $11.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 45 | $12.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 45 | $12.4K | 0.01% | +45 | New |
| NBC Securities, Inc. | 50 | $13.0K | 0.00% | −10−16.7% | Reduced |
| Smithfield Trust Co | 53 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 51 | $14.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 52 | $14.3K | 0.00% | −9−14.8% | Reduced |
| Criterion Capital Advisors, LLC | 66 | $18.1K | 0.01% | +66 | New |
| JFS Wealth Advisors, LLC | 71 | $19.5K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 77 | $21.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 78 | $21.4K | 0.00% | +78 | New |
| Paladin Advisory Group, LLC | 84 | $23.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 83 | $24.0K | 0.00% | −62−42.8% | Reduced |
| Creative Financial Designs Inc | 90 | $24.7K | 0.00% | +30+50.0% | Added |
| Leonteq Securities AG | 90 | $24.7K | 0.00% | +90 | New |
| Point72 Europe (London) LLP | 99 | $27.2K | 0.00% | +99 | New |
| Massmutual Trust Co FSB | 103 | $28.3K | 0.00% | −3−2.8% | Reduced |
| BKM Wealth Management, LLC | 106 | $29.1K | 0.01% | +106 | New |
| Sunbelt Securities, Inc. | 110 | $30.2K | 0.00% | −19−14.7% | Reduced |
| Salem Investment Counselors Inc | 110 | $30.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 117 | $32.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 140 | $33.0K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 128 | $35.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 128 | $35.2K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 129 | $35.4K | 0.01% | +129 | New |
| McGlone Suttner Wealth Management, Inc. | 131 | $36.0K | 0.01% | +131 | New |
| C M Bidwell & Associates Ltd | 134 | $36.8K | 0.03% | −576−81.1% | Reduced |
| Pinnacle Bancorp, Inc. | 144 | $39.6K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 148 | $40.8K | 0.01% | +148 | New |
| SRS Capital Advisors, Inc. | 165 | $45.4K | 0.01% | +122+283.7% | Added |
| JJJ Advisors Inc. | 167 | $45.9K | 0.01% | +28+20.1% | Added |
| Ronald Blue Trust, Inc. | 169 | $46.0K | 0.00% | +76+81.7% | Added |
| Legacy Bridge, LLC | 171 | $47.0K | 0.03% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 185 | $50.9K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 237 | $65.1K | 0.06% | +237 | New |
| Nomura Asset Management Co Ltd | 248 | $68.1K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 250 | $68.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 256 | $70.3K | 0.01% | +57+28.6% | Added |
| American State Bank (Iowa) | 268 | $73.6K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 284 | $78.0K | 0.01% | +6+2.2% | Added |
| Adirondack Trust Co | 270 | $82.2K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 300 | $82.4K | 0.00% | +300 | New |
| GAMMA Investing LLC | 313 | $84.9K | 0.02% | +313 | New |
| First Financial Corp | 315 | $86.5K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 335 | $92.0K | 0.01% | +31+10.2% | Added |
| Quent Capital, LLC | 348 | $95.6K | 0.01% | +20+6.1% | Added |