| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 5 | $559 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 9 | $1.00K | 0.00% | −8−47.1% | Reduced |
| Manchester Capital Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 154,196 | $1.19K | 0.05% | +153,007+12,868.5% | Added |
| Prestige Wealth Management Group LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Wolverine Asset Management LLC | 20 | $2.00K | 0.00% | +20 | New |
| KB Financial Partners, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 27 | $3.00K | 0.00% | +27 | New |
| FormulaFolio Investments, LLC | 23 | $3.00K | 0.00% | +23 | New |
| San Francisco Sentry Investment Group (Ca) | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 32 | $4.00K | 0.00% | −1−3.0% | Reduced |
| CVA Family Office, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 31 | $4.00K | 0.00% | +31 | New |
| Resolute Partners Group | 31 | $4.00K | 0.00% | +31 | New |
| Anchor Investment Management, LLC | 34 | $4.41K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 38 | $4.92K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 37 | $5.00K | 0.00% | +37 | New |
| Column Capital Advisors, LLC | 46 | $6.00K | 0.00% | −6−11.5% | Reduced |
| Institutional & Family Asset Management, LLC | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 47 | $6.00K | 0.00% | +47 | New |
| Investors Research Corp | 50 | $6.00K | 0.00% | +50 | New |
| Eagle Bay Advisors LLC | 35 | $6.00K | 0.00% | +35 | New |
| Global Retirement Partners, LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 57 | $7.00K | 0.00% | +27+90.0% | Added |
| Harbor Investment Advisory, LLC | 59 | $8.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 60 | $8.00K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 64 | $8.29K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 75 | $9.00K | 0.00% | −25−25.0% | Reduced |
| Clearview Wealth Advisors LLC | 66 | $9.00K | 0.01% | +1+1.5% | Added |
| Brown Brothers Harriman & Co | 77 | $10.0K | 0.00% | 00.0% | Unchanged |
| Motco | 76 | $10.0K | 0.00% | +17+28.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 82 | $11.0K | 0.00% | +1+1.2% | Added |
| MV Capital Management, Inc. | 84 | $11.0K | 0.00% | +30+55.6% | Added |
| Evoke Wealth, LLC | 89 | $12.0K | 0.00% | −3−3.3% | Reduced |
| Castleview Partners, LLC | 94 | $12.0K | 0.01% | +94 | New |
| Dividend Assets Capital, LLC | 100 | $13.0K | 0.00% | −76−43.2% | Reduced |
| Farmers & Merchants Investments Inc | 103 | $13.0K | 0.00% | +2+2.0% | Added |
| Pinnacle Bancorp, Inc. | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 109 | $14.0K | 0.00% | −62−36.3% | Reduced |
| West Oak Capital, LLC | 115 | $15.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 119 | $15.0K | 0.00% | +11+10.2% | Added |
| First Bank & Trust | 126 | $16.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 120 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 122 | $16.0K | 0.02% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 123 | $16.0K | 0.01% | +123 | New |
| Gemmer Asset Management LLC | 129 | $17.0K | 0.00% | 00.0% | Unchanged |
| Markston International LLC | 140 | $18.0K | 0.01% | −20−12.5% | Reduced |
| TSFG, LLC | 136 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $19.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 150 | $19.0K | 0.00% | +1+0.7% | Added |
| Earnest Partners LLC | 156 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 158 | $20.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $20.7K | 0.02% | +160 | New |
| West Paces Advisors Inc. | 162 | $21.0K | 0.01% | +26+19.1% | Added |
| Enterprise Financial Services Corp | 163 | $21.0K | 0.00% | −20−10.9% | Reduced |
| Better Money Decisions, LLC | 164 | $21.0K | 0.02% | +2+1.2% | Added |
| FAI Wealth Management | 172 | $22.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 175 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 191 | $25.0K | 0.00% | +17+9.8% | Added |
| Cascade Investment Advisors, Inc. | 200 | $25.9K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $26.0K | 0.00% | −200−50.0% | Reduced |
| Reilly Financial Advisors, LLC | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $26.0K | 0.00% | +100+100.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 212 | $27.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 205 | $27.0K | 0.01% | +112+120.4% | Added |
| Federation des caisses Desjardins du Quebec | 221 | $28.6K | 0.00% | −410−65.0% | Reduced |
| Personal Wealth Partners | 220 | $29.0K | 0.01% | +220 | New |
| Atlas Capital Advisors LLC | 227 | $29.4K | 0.00% | +175+336.5% | Added |
| FourThought Financial, LLC | 232 | $30.0K | 0.00% | −160−40.8% | Reduced |
| First Financial Corp | 235 | $30.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 262 | $34.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 276 | $35.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 275 | $36.0K | 0.03% | +100+57.1% | Added |
| Arrow Financial Corp | 285 | $37.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 287 | $37.0K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 296 | $38.0K | 0.01% | +296 | New |
| Charter Oak Capital Management, LLC | 307 | $40.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 315 | $41.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 325 | $42.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 339 | $43.9K | 0.00% | −2,283−87.1% | Reduced |
| Parkside Financial Bank & Trust | 347 | $45.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 363 | $47.0K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 361 | $47.0K | 0.01% | +361 | New |