| Global Assets Advisory, LLC | 39,224 | $155 | 0.01% | +39,224 | New |
| Cornerstone Planning Group LLC | 1 | $220 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $256 | 0.00% | −1−50.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $256 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $256 | 0.00% | +1 | New |
| Creekmur Asset Management LLC | 1 | $256 | 0.00% | +1 | New |
| Planning Capital Management Corp | 1 | $308 | 0.00% | +1 | New |
| Delta Asset Management LLC | 3 | $767 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $767 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $767 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 3 | $774 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $790 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | −26−81.3% | Reduced |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $1.02K | 0.00% | +4 | New |
| Sofos Investments, Inc. | 5 | $1.17K | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $1.28K | 0.00% | +2+66.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5 | $1.28K | 0.00% | +5 | New |
| WR Wealth Planners, LLC | 6 | $1.53K | 0.00% | +6 | New |
| Avion Wealth | 6 | $2.00K | 0.00% | +6 | New |
| Pacific Capital Wealth Advisors, Inc | 8 | $2.05K | 0.00% | +8 | New |
| Pineridge Advisors LLC | 8 | $2.06K | 0.00% | −4−33.3% | Reduced |
| Sound Income Strategies, LLC | 9 | $2.30K | 0.00% | −41−82.0% | Reduced |
| Eagle Bay Advisors LLC | 10 | $2.52K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $2.56K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $2.56K | 0.00% | +10 | New |
| Macroview Investment Management LLC | 10 | $2.62K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 13 | $2.90K | 0.00% | +13 | New |
| Householder Group Estate & Retirement Specialist, LLC | 11 | $2.90K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $2.94K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 12 | $3.07K | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 12 | $3.10K | 0.00% | −881−98.7% | Reduced |
| Dunhill Financial, LLC | 12 | $3.14K | 0.00% | +2+20.0% | Added |
| POM Investment Strategies, LLC | 13 | $3.33K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $3.58K | 0.00% | −1−6.7% | Reduced |
| Westend Capital Management, LLC | 14 | $3.58K | 0.00% | +14 | New |
| Godsey & Gibb Associates | 15 | $3.84K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $3.84K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $3.84K | 0.00% | +7+87.5% | Added |
| Caitlin John, LLC | 15 | $3.95K | 0.00% | −237−94.0% | Reduced |
| Hantz Financial Services, Inc. | 14 | $4.00K | 0.00% | −4−22.2% | Reduced |
| CNB Bank | 16 | $4.09K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $4.32K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 19 | $4.86K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 19 | $4.86K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 19 | $4.86K | 0.00% | +7+58.3% | Added |
| South State Corp. | 19 | $4.86K | 0.00% | +19 | New |
| City State Bank | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 22 | $5.63K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 25 | $6.39K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 25 | $6.39K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 25 | $6.39K | 0.00% | +7+38.9% | Added |
| ICA Group Wealth Management, LLC | 25 | $6.42K | 0.00% | +11+78.6% | Added |
| Wetzel Investment Advisors, Inc. | 29 | $6.83K | 0.00% | +6+26.1% | Added |
| Beacon Capital Management, LLC | 27 | $6.91K | 0.00% | +25+1,250.0% | Added |
| Private Wealth Management Group, LLC | 27 | $6.91K | 0.00% | −4−12.9% | Reduced |
| Salem Investment Counselors Inc | 27 | $6.91K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $7.13K | 0.00% | +30 | New |
| Rocky Mountain Advisers, LLC | 34 | $8.70K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 34 | $8.70K | 0.00% | +13+61.9% | Added |
| Rakuten Securities, Inc. | 35 | $8.95K | 0.00% | +30+600.0% | Added |
| Centerpoint Advisors, LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $9.72K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 38 | $9.72K | 0.00% | +38 | New |
| FinTrust Capital Advisors, LLC | 39 | $9.98K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 40 | $10.2K | 0.00% | +40 | New |
| West Paces Advisors Inc. | 42 | $10.7K | 0.00% | +40+2,000.0% | Added |
| Fairman Group, LLC | 43 | $11.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 44 | $11.0K | 0.00% | +3+7.3% | Added |
| Front Row Advisors LLC | 46 | $11.8K | 0.00% | +16+53.3% | Added |
| Abound Wealth Management | 46 | $11.8K | 0.00% | +1+2.2% | Added |
| Stuart Chaussee & Associates, Inc. | 60 | $15.3K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 63 | $16.0K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 67 | $16.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 72 | $18.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 71 | $18.2K | 0.00% | −8−10.1% | Reduced |
| Hexagon Capital Partners LLC | 72 | $18.4K | 0.00% | −28−28.0% | Reduced |
| Stephenson National Bank & Trust | 72 | $18.4K | 0.01% | +72 | New |
| Optimum Investment Advisors | 75 | $19.2K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 79 | $20.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 80 | $20.5K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $20.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 82 | $21.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 82 | $21.0K | 0.00% | −3−3.5% | Reduced |
| Coston, McIsaac & Partners | 94 | $24.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 94 | $24.0K | 0.00% | +31+49.2% | Added |
| Tradewinds Capital Management, LLC | 95 | $24.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 96 | $24.6K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 99 | $25.2K | 0.01% | +1+1.0% | Added |
| Community Bank, N.A. | 100 | $25.6K | 0.00% | −790−88.8% | Reduced |
| Denali Advisors LLC | 100 | $25.6K | 0.01% | −100−50.0% | Reduced |
| Allworth Financial LP | 100 | $25.6K | 0.00% | +21+26.6% | Added |
| nVerses Capital, LLC | 100 | $25.6K | 0.06% | +100 | New |
| TSFG, LLC | 100 | $26.0K | 0.01% | +100 | New |
| Whittier Trust Co of Nevada Inc | 109 | $27.9K | 0.00% | −146−57.3% | Reduced |
| Trust Co of Vermont | 112 | $28.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 113 | $28.9K | 0.01% | −3−2.6% | Reduced |
| Clearstead Advisors, LLC | 133 | $29.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 118 | $30.2K | 0.01% | +98+490.0% | Added |