| PrairieView Partners, LLC | 8 | $0 | 0.00% | −49−86.0% | Reduced |
| Summit Wealth Group, LLC | 21,218 | $0 | 0.00% | +21,218 | New |
| SkyView Investment Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| ZRC Wealth Management, LLC | 0 | $10 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | – | $265 | 0.00% | – | – |
| Optiver Holding B.V. | 3 | $265 | 0.00% | +3 | New |
| American National Bank | 4 | $354 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $442 | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $443 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $443 | 0.00% | +5 | New |
| Core Alternative Capital | 6 | $530 | 0.00% | −8−57.1% | Reduced |
| MCF Advisors LLC | 6 | $531 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 6 | $580 | 0.00% | +6 | New |
| Nalls Sherbakoff Group, LLC | 7 | $608 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 8 | $707 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $884 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11 | $973 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 14 | $1.00K | 0.00% | −40,602−100.0% | Reduced |
| TSFG, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13 | $1.15K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 15 | $1.33K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $1.51K | 0.00% | −30−63.8% | Reduced |
| Disciplined Investments, LLC | 20 | $1.77K | 0.00% | −3−13.0% | Reduced |
| Gould Capital, LLC | 20 | $1.77K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 21 | $1.86K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 24 | $2.00K | 0.00% | −419−94.6% | Reduced |
| TFC Financial Management | 24 | $2.13K | 0.00% | +5+26.3% | Added |
| Archer Investment Corp | 25 | $2.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $2.39K | 0.00% | +5+22.7% | Added |
| Ranger Investment Management, L.P. | 30 | $2.65K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 31 | $2.74K | 0.00% | +4+14.8% | Added |
| Northwest Investment Counselors, LLC | 31 | $2.78K | 0.00% | +31 | New |
| Crewe Advisors LLC | 35 | $3.10K | 0.00% | −4−10.3% | Reduced |
| Twin Tree Management, LP | 36 | $3.18K | 0.00% | −4,177−99.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 38 | $3.36K | 0.00% | +14+58.3% | Added |
| Raffa Wealth Management, LLC | 41 | $3.63K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 48 | $4.24K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 49 | $4.33K | 0.00% | +25+104.2% | Added |
| Abound Wealth Management | 57 | $5.04K | 0.00% | +52+1,040.0% | Added |
| Webster Bank, N. A. | 60 | $5.30K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 112 | $5.61K | 0.00% | −1,261−91.8% | Reduced |
| Capital Advisors, Ltd. LLC | 67 | $6.00K | 0.00% | −754−91.8% | Reduced |
| SOA Wealth Advisors, LLC. | 70 | $6.19K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 70 | $6.19K | 0.00% | +70 | New |
| Column Capital Advisors, LLC | 71 | $6.28K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 74 | $6.54K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 77 | $6.77K | 0.00% | +1+1.3% | Added |
| Tanaka Capital Management Inc | 76 | $7.00K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $7.07K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 94 | $8.31K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 98 | $8.70K | 0.00% | +32+48.5% | Added |
| Norwood Financial Corp | 100 | $8.84K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $8.84K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $8.84K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $8.84K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 12,096 | $8.86K | 0.00% | +12,096 | New |
| Strengthening Families & Communities, LLC | 100 | $9.00K | 0.01% | +100 | New |
| Earnest Partners LLC | 103 | $9.11K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 104 | $9.16K | 0.00% | −21−16.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 106 | $9.37K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 110 | $9.73K | 0.00% | +43+64.2% | Added |
| SRS Capital Advisors, Inc. | 111 | $9.78K | 0.00% | +1+0.9% | Added |
| Sutton Wealth Advisors Inc. | 118 | $10.4K | 0.01% | −26−18.1% | Reduced |
| Grey Fox Wealth Advisors, LLC | 125 | $11.1K | 0.01% | +5+4.2% | Added |
| Syverson Strege & Co | 140 | $12.4K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 140 | $12.4K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 144 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 150 | $13.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 151 | $13.3K | 0.00% | −472−75.8% | Reduced |
| MV Capital Management, Inc. | 152 | $13.4K | 0.00% | −1−0.7% | Reduced |
| Cape Investment Advisory, Inc. | 157 | $13.9K | 0.01% | +157 | New |
| Ancora Advisors, LLC | 158 | $14.0K | 0.00% | +100+172.4% | Added |
| Financial Management Professionals, Inc. | 157 | $14.0K | 0.00% | +29+22.7% | Added |
| Evermay Wealth Management LLC | 165 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 169 | $14.9K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 172 | $15.2K | 0.00% | +172 | New |
| CVA Family Office, LLC | 175 | $15.5K | 0.00% | +85+94.4% | Added |
| Covestor Ltd | 197 | $17.0K | 0.01% | +8+4.2% | Added |
| Harbour Investments, Inc. | 195 | $17.2K | 0.00% | +16+8.9% | Added |
| WR Wealth Planners, LLC | 200 | $17.7K | 0.01% | +200 | New |
| Zions Bancorporation, N.A. | 201 | $17.8K | 0.00% | −7−3.4% | Reduced |
| Tower View Investment Management & Research LLC | 200 | $18.0K | 0.01% | −67−25.1% | Reduced |
| Clearview Wealth Advisors LLC | 213 | $18.8K | 0.02% | +13+6.5% | Added |
| Chilton Capital Management LLC | 220 | $19.5K | 0.00% | +220 | New |
| Baillie Gifford & Co | 225 | $19.9K | 0.00% | +26+13.1% | Added |
| AdvisorNet Financial, Inc | 232 | $20.5K | 0.00% | +41+21.5% | Added |
| Mechanics Financial Corp | 250 | $22.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 262 | $23.2K | 0.01% | −9−3.3% | Reduced |
| Prestige Wealth Management Group LLC | 277 | $24.5K | 0.01% | −1−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 290 | $25.6K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 300 | $26.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 320 | $28.3K | 0.00% | −114−26.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 325 | $29.0K | 0.01% | +325 | New |
| DT Investment Partners, LLC | 306 | $29.6K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 344 | $30.4K | 0.00% | +344 | New |
| FinTrust Capital Advisors, LLC | 405 | $32.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 392 | $34.7K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 400 | $35.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 392 | $35.0K | 0.00% | +392 | New |