| Bruce G. Allen Investments, LLC | 1 | $165 | 0.00% | −192−99.5% | Reduced |
| Bokf, NA | 2 | $330 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $330 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $330 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 3 | $495 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $660 | 0.00% | −7−63.6% | Reduced |
| Family Firm, Inc. | 6 | $990 | 0.00% | +6 | New |
| GW&K Investment Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Frazier Financial Advisors, LLC | 13 | $2.15K | 0.00% | +2+18.2% | Added |
| CVA Family Office, LLC | 16 | $2.64K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 18 | $2.97K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 21 | $3.54K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 22 | $3.75K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $4.13K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 26 | $4.29K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $4.79K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 29 | $4.79K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 29 | $4.79K | 0.00% | +29 | New |
| Prestige Wealth Management Group LLC | 30 | $4.95K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 30 | $4.95K | 0.00% | +30 | New |
| Spire Wealth Management | 31 | $5.12K | 0.00% | −104−77.0% | Reduced |
| Zions Bancorporation, N.A. | 31 | $5.12K | 0.00% | −40−56.3% | Reduced |
| Fairman Group, LLC | 31 | $5.12K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 32 | $5.28K | 0.00% | −1−3.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 32 | $5.28K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 35 | $5.74K | 0.00% | −106−75.2% | Reduced |
| New England Capital Financial Advisors LLC | 35 | $5.78K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $5.78K | 0.00% | +35 | New |
| Rocky Mountain Advisers, LLC | 38 | $6.27K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 38 | $6.27K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $6.43K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 39 | $6.43K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 47 | $7.75K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 47 | $7.75K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 48 | $7.92K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 50 | $8.25K | 0.00% | +50 | New |
| Iron Horse Wealth Management, LLC | 51 | $8.41K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 55 | $8.95K | 0.00% | +55 | New |
| Kiely Wealth Advisory Group, Inc. | 51 | $9.16K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 57 | $9.40K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 57 | $9.40K | 0.00% | +48+533.3% | Added |
| Nemes Rush Group LLC | 62 | $10.2K | 0.00% | +62 | New |
| Laurel Wealth Advisors LLC | 63 | $10.4K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 63 | $10.4K | 0.00% | +9+16.7% | Added |
| Bogart Wealth, LLC | 65 | $10.7K | 0.00% | +20+44.4% | Added |
| FinTrust Capital Advisors, LLC | 69 | $11.4K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 70 | $11.6K | 0.00% | −28−28.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 74 | $12.2K | 0.00% | +74 | New |
| Hantz Financial Services, Inc. | 76 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 88 | $14.5K | 0.00% | −19−17.8% | Reduced |
| Rothschild Investment LLC | 88 | $14.5K | 0.00% | −2−2.2% | Reduced |
| Hillsdale Investment Management Inc. | 90 | $14.8K | 0.00% | +90 | New |
| Washington Trust Co | 95 | $15.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 96 | $15.8K | 0.00% | +8+9.1% | Added |
| Rakuten Securities, Inc. | 100 | $16.5K | 0.01% | −3−2.9% | Reduced |
| Toth Financial Advisory Corp | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 107 | $17.7K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 110 | $18.1K | 0.01% | +110 | New |
| Blue Bell Private Wealth Management, LLC | 115 | $19.0K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 120 | $19.8K | 0.01% | +120 | New |
| MV Capital Management, Inc. | 150 | $24.8K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 158 | $26.1K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 160 | $26.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 164 | $27.1K | 0.00% | −536−76.6% | Reduced |
| ZRC Wealth Management, LLC | 178 | $29.4K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 182 | $30.0K | 0.01% | +182 | New |
| Umb Bank N A | 183 | $30.2K | 0.00% | −409−69.1% | Reduced |
| Whittier Trust Co | 187 | $30.9K | 0.00% | +17+10.0% | Added |
| Canada Pension Plan Investment Board | 188 | $31.0K | 0.00% | −17,645−98.9% | Reduced |
| CNB Bank | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Joseph Group Capital Management | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 202 | $33.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 205 | $34.0K | 0.00% | −1,030−83.4% | Reduced |
| Aspire Private Capital, LLC | 213 | $35.1K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 218 | $36.0K | 0.03% | −23−9.5% | Reduced |
| Caitlin John, LLC | 218 | $36.0K | 0.03% | +98+81.7% | Added |
| Richardson Financial Services Inc. | 219 | $36.1K | 0.03% | 00.0% | Unchanged |
| Davis Capital Management | 240 | $39.6K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 243 | $40.1K | 0.00% | −2−0.8% | Reduced |
| Massmutual Trust Co FSB | 260 | $42.9K | 0.00% | +3+1.2% | Added |
| AllSquare Wealth Management LLC | 263 | $43.4K | 0.03% | −50−16.0% | Reduced |
| Pinnacle Bancorp, Inc. | 277 | $45.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 278 | $45.9K | 0.00% | −145−34.3% | Reduced |
| Salem Investment Counselors Inc | 286 | $47.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 294 | $48.5K | 0.00% | +11+3.9% | Added |
| Coppell Advisory Solutions LLC | 294 | $48.5K | 0.01% | +294 | New |
| Investment Research & Advisory Group, Inc. | 300 | $49.5K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 355 | $59.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 399 | $65.8K | 0.00% | −189−32.1% | Reduced |
| Alta Advisers Ltd | 400 | $66.0K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 410 | $67.7K | 0.02% | 00.0% | Unchanged |
| Allianz SE | 475 | $78.4K | 0.00% | −115−19.5% | Reduced |
| Y.D. More Investments Ltd | 477 | $78.7K | 0.01% | +42+9.7% | Added |
| Allworth Financial LP | 486 | $82.9K | 0.00% | +83+20.6% | Added |
| Hartford Financial Management Inc. | 528 | $87.1K | 0.02% | +6+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 530 | $87.5K | 0.00% | 00.0% | Unchanged |