| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Sound Income Strategies, LLC | 0 | $8 | 0.00% | −112−100.0% | Reduced |
| New Millennium Group LLC | 0 | $103 | 0.00% | 0 | Unchanged |
| Rothschild Investment LLC | 1 | $450 | 0.00% | −4−80.0% | Reduced |
| TFC Financial Management | 1 | $450 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $900 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $940 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3 | $1.00K | 0.00% | −6,428−100.0% | Reduced |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 3 | $1.07K | 0.00% | −1−25.0% | Reduced |
| Claris Advisors, LLC | 3 | $1.35K | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 3 | $1.35K | 0.00% | −2−40.0% | Reduced |
| Valued Wealth Advisors LLC | 3 | $1.35K | 0.00% | −1−25.0% | Reduced |
| Montag A & Associates Inc | 3 | $1.49K | 0.00% | −1−25.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.80K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4 | $1.80K | 0.00% | +4 | New |
| Hollencrest Capital Management | 5 | $2.25K | 0.00% | +5 | New |
| Financial Gravity Companies, Inc. | 5 | $2.25K | 0.00% | +5 | New |
| Naples Money Management LLC | 6 | $2.70K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $3.15K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 9 | $4.05K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 9 | $4.05K | 0.01% | +7+350.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $4.95K | 0.00% | −1−8.3% | Reduced |
| Financial Avengers, Inc. | 11 | $5.10K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 12 | $5.40K | 0.00% | −19−61.3% | Reduced |
| Red Tortoise LLC | 12 | $5.40K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12 | $5.40K | 0.00% | +10+500.0% | Added |
| Global Retirement Partners, LLC | 13 | $5.85K | 0.00% | −2−13.3% | Reduced |
| Leonteq Securities AG | 13 | $5.85K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 13 | $5.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $6.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 16 | $7.20K | 0.00% | −3−15.8% | Reduced |
| Itau Unibanco Holding S.A. | 16 | $7.20K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 17 | $7.65K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $8.10K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 19 | $8.54K | 0.00% | −9−32.1% | Reduced |
| Farmers & Merchants Investments Inc | 19 | $8.54K | 0.00% | −1−5.0% | Reduced |
| Mascoma Wealth Management LLC | 20 | $8.99K | 0.00% | −5−20.0% | Reduced |
| CVA Family Office, LLC | 20 | $8.99K | 0.00% | −1−4.8% | Reduced |
| Rakuten Securities, Inc. | 22 | $9.89K | 0.00% | +21+2,100.0% | Added |
| Planned Solutions, Inc. | 23 | $10.3K | 0.00% | +23 | New |
| Allianz SE | 24 | $10.8K | 0.00% | +24 | New |
| Hemington Wealth Management | 27 | $11.0K | 0.00% | +27 | New |
| Key Financial Inc | 25 | $11.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 27 | $12.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 29 | $13.0K | 0.01% | −3−9.4% | Reduced |
| Asset Dedication, LLC | 32 | $14.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 35 | $15.7K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 35 | $15.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 36 | $16.2K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 37 | $16.9K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 37 | $17.0K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 40 | $18.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 41 | $18.4K | 0.00% | +30+272.7% | Added |
| WR Wealth Planners, LLC | 42 | $18.9K | 0.01% | +9+27.3% | Added |
| Sunbelt Securities, Inc. | 42 | $19.0K | 0.00% | +5+13.5% | Added |
| Harbour Investments, Inc. | 43 | $19.3K | 0.00% | +12+38.7% | Added |
| Prestige Wealth Management Group LLC | 43 | $19.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $19.8K | 0.00% | +1+2.3% | Added |
| Centerpoint Advisors, LLC | 46 | $21.0K | 0.01% | −16−25.8% | Reduced |
| Contravisory Investment Management, Inc. | 50 | $22.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $22.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $24.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 55 | $24.7K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 55 | $24.7K | 0.00% | +55 | New |
| Capital Performance Advisors LLP | 55 | $24.7K | 0.01% | +55 | New |
| Cyrus J. Lawrence, LLC | 58 | $26.0K | 0.01% | −12−17.1% | Reduced |
| Deseret Mutual Benefit Administrators | 58 | $26.1K | 0.01% | −3−4.9% | Reduced |
| Frazier Financial Advisors, LLC | 64 | $28.8K | 0.02% | −15−19.0% | Reduced |
| ORG Wealth Partners, LLC | 71 | $31.9K | 0.01% | +71 | New |
| MV Capital Management, Inc. | 71 | $31.9K | 0.00% | +70+7,000.0% | Added |
| True Wealth Design, LLC | 75 | $33.7K | 0.01% | +70+1,400.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 77 | $34.9K | 0.01% | −2−2.5% | Reduced |
| Farther Finance Advisors, LLC | 82 | $36.8K | 0.00% | −127−60.8% | Reduced |
| SRS Capital Advisors, Inc. | 86 | $38.7K | 0.00% | +27+45.8% | Added |
| Gilliland Jeter Wealth Management LLC | 96 | $43.2K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $45.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $45.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 101 | $45.4K | 0.11% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 103 | $46.3K | 0.00% | +28+37.3% | Added |
| GeoWealth Management, LLC | 116 | $52.2K | 0.00% | +7+6.4% | Added |
| International Assets Investment Management, LLC | 23,837 | $53.0K | 0.00% | +23,837 | New |
| Allworth Financial LP | 120 | $54.0K | 0.00% | +2+1.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 120 | $54.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 121 | $54.4K | 0.00% | +92+317.2% | Added |
| Rise Advisors, LLC | 122 | $54.8K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 125 | $56.2K | 0.01% | +121+3,025.0% | Added |
| Central Trust Co | 129 | $58.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 133 | $59.8K | 0.01% | +15+12.7% | Added |
| Quarry LP | 133 | $59.8K | 0.02% | +57+75.0% | Added |
| Principal Securities, Inc. | 136 | $61.2K | 0.00% | +14+11.5% | Added |
| Quent Capital, LLC | 138 | $62.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 142 | $63.1K | 0.01% | +76+115.2% | Added |
| Silicon Valley Capital Partners | 191 | $86.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 198 | $89.0K | 0.06% | +32+19.3% | Added |
| TD Waterhouse Canada Inc. | 206 | $92.3K | 0.00% | +125+154.3% | Added |
| McIlrath & Eck, LLC | 208 | $93.5K | 0.01% | 00.0% | Unchanged |