| Loomis Sayles & Co L P | 0 | $2 | 0.00% | 0 | New |
| GFG Capital, LLC | 3 | $669 | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 4 | $891 | 0.00% | −143−97.3% | Reduced |
| Kiker Wealth Management, LLC | 4 | $891 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 4 | $891 | 0.00% | +4 | New |
| Princeton Global Asset Management LLC | 4 | $891 | 0.00% | +4 | New |
| West Branch Capital LLC | 4 | $892 | 0.00% | −340−98.8% | Reduced |
| Wolff Wiese Magana LLC | 4 | $892 | 0.00% | −58−93.5% | Reduced |
| Redwood Park Advisors LLC | 4 | $892 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $898 | 0.00% | +4 | New |
| Wood Tarver Financial Group, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $1.56K | 0.00% | +1+16.7% | Added |
| Quaker Wealth Management, LLC | 7 | $1.56K | 0.00% | +7 | New |
| Boreal Capital Management LLC | 8 | $1.78K | 0.00% | +8 | New |
| Core Alternative Capital | 8 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 9 | $2.01K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $2.01K | 0.00% | +5+125.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 10 | $2.23K | 0.00% | +10 | New |
| Pacifica Partners Inc. | 11 | $2.43K | 0.00% | +11 | New |
| Aspect Partners, LLC | 12 | $2.67K | 0.00% | −64−84.2% | Reduced |
| First Command Advisory Services, Inc. | 12 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $2.67K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 12 | $2.67K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $2.67K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 12 | $2.70K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 14 | $3.12K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 14 | $3.12K | 0.00% | +6+75.0% | Added |
| Tortoise Investment Management, LLC | 14 | $3.12K | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 15 | $3.34K | 0.00% | +7+87.5% | Added |
| S&T Bank | 15 | $3.34K | 0.00% | +8+114.3% | Added |
| Rialto Wealth Management, LLC | 15 | $3.34K | 0.00% | +7+87.5% | Added |
| Atlas Capital Advisors LLC | 16 | $3.56K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $3.57K | 0.00% | −16−50.0% | Reduced |
| Wealth Preservation Advisors, LLC | 16 | $3.57K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 16 | $3.57K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 16 | $3.57K | 0.00% | +16 | New |
| Altshuler Shaham Ltd | 18 | $4.01K | 0.00% | −1−5.3% | Reduced |
| Principia Wealth Advisory, LLC | 18 | $4.01K | 0.00% | −1−5.3% | Reduced |
| Rosenberg Matthew Hamilton | 20 | $4.46K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 21 | $4.68K | 0.00% | +21 | New |
| South Plains Financial, Inc. | 24 | $5.35K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24 | $5.35K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $5.35K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 24 | $5.35K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 25 | $5.57K | 0.00% | +20+400.0% | Added |
| Cherry Tree Wealth Management, LLC | 26 | $5.79K | 0.00% | −88−77.2% | Reduced |
| Hanson & Doremus Investment Management | 27 | $6.00K | 0.00% | +27 | New |
| Brown, Lisle/Cummings, Inc. | 28 | $6.24K | 0.00% | 00.0% | Unchanged |
| City State Bank | 28 | $6.24K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 28 | $6.24K | 0.00% | +28 | New |
| Hughes Financial Services, LLC | 28 | $6.28K | 0.00% | +14+100.0% | Added |
| High Note Wealth, LLC | 29 | $6.46K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 29 | $6.47K | 0.00% | +4+16.0% | Added |
| Beacon Capital Management, LLC | 30 | $6.69K | 0.00% | +18+150.0% | Added |
| Dogwood Wealth Management LLC | 33 | $7.11K | 0.00% | +16+94.1% | Added |
| Front Row Advisors LLC | 32 | $7.13K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 32 | $7.13K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 32 | $7.13K | 0.00% | +32 | New |
| HighMark Wealth Management LLC | 33 | $7.36K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 33 | $7.36K | 0.00% | +25+312.5% | Added |
| Mascoma Wealth Management LLC | 34 | $7.58K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 36 | $8.02K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 38 | $8.39K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 38 | $8.47K | 0.01% | +17+81.0% | Added |
| DiNuzzo Private Wealth, Inc. | 39 | $8.69K | 0.00% | −1−2.5% | Reduced |
| FSA Wealth Management LLC | 40 | $8.91K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 44 | $9.81K | 0.00% | +44 | New |
| Atwood & Palmer Inc | 44 | $9.81K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 45 | $10.0K | 0.00% | +45 | New |
| Hurley Capital, LLC | 47 | $10.5K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $11.1K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 52 | $11.6K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 52 | $11.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 55 | $12.3K | 0.00% | +23+71.9% | Added |
| IMG Wealth Management, Inc. | 56 | $12.5K | 0.01% | +56 | New |
| Tobam | 58 | $13.0K | 0.01% | −239−80.5% | Reduced |
| Security National Bank | 60 | $13.4K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 60 | $13.4K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 61 | $13.6K | 0.00% | +21+52.5% | Added |
| Caldwell Sutter Capital, Inc. | 64 | $14.3K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 68 | $15.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 68 | $15.2K | 0.00% | −23−25.3% | Reduced |
| Centricity Wealth Management, LLC | 69 | $15.4K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 74 | $16.5K | 0.01% | +74 | New |
| Anfield Capital Management, LLC | 75 | $16.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 76 | $16.9K | 0.00% | +4+5.6% | Added |
| Asset Dedication, LLC | 76 | $16.9K | 0.00% | +48+171.4% | Added |
| TCTC Holdings, LLC | 77 | $17.2K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 77 | $17.2K | 0.03% | 00.0% | Unchanged |
| BNP Paribas | 80 | $17.8K | 0.00% | +79+7,900.0% | Added |
| Dunhill Financial, LLC | 81 | $18.2K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 85 | $18.9K | 0.00% | +5+6.3% | Added |
| MorganRosel Wealth Management, LLC | 88 | $19.6K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 108 | $19.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 90 | $20.1K | 0.02% | −40−30.8% | Reduced |
| Bell Investment Advisors, Inc | 93 | $20.7K | 0.00% | +27+40.9% | Added |
| Cornerstone Planning Group LLC | 95 | $21.2K | 0.00% | +9+10.5% | Added |