| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 19,170 | $0 | 0.00% | +19,170 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $0 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 110 | $335 | 0.01% | −8−6.8% | Reduced |
| Core Alternative Capital | 4 | $438 | 0.00% | −6−60.0% | Reduced |
| WestEnd Advisors, LLC | – | $438 | 0.00% | – | – |
| Nalls Sherbakoff Group, LLC | 5 | $544 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $545 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $877 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $986 | 0.00% | −4−30.8% | Reduced |
| Penserra Capital Management LLC | 10 | $1.00K | 0.00% | −30,524−100.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | −2−20.0% | Reduced |
| Arlington Partners LLC | 10 | $1.09K | 0.00% | +10 | New |
| Truvestments Capital LLC | 11 | $1.21K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.53K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $1.55K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 16 | $1.81K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $2.00K | 0.00% | +8+61.5% | Added |
| Schubert & Co | 19 | $2.08K | 0.00% | −1−5.0% | Reduced |
| Prestige Wealth Management Group LLC | 19 | $2.13K | 0.00% | −84−81.6% | Reduced |
| Lee Financial Co | 20 | $2.21K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $2.74K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 26 | $2.85K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 27 | $2.96K | 0.00% | −7−20.6% | Reduced |
| KB Financial Partners, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 37 | $4.05K | 0.00% | −4−9.8% | Reduced |
| JFS Wealth Advisors, LLC | 38 | $4.16K | 0.00% | −10−20.8% | Reduced |
| Delos Wealth Advisors, LLC | 40 | $4.38K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 44 | $4.82K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 47 | $5.15K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 49 | $5.37K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $5.48K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 53 | $5.81K | 0.00% | +53 | New |
| Baker Avenue Asset Management, LP | 55 | $6.03K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 59 | $6.46K | 0.00% | −3−4.8% | Reduced |
| Legend Financial Advisors, Inc. | 65 | $7.12K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 67 | $7.38K | 0.00% | −7−9.5% | Reduced |
| Bell Investment Advisors, Inc | 69 | $7.56K | 0.00% | +35+102.9% | Added |
| Ritter Daniher Financial Advisory LLC | 70 | $7.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 70 | $7.67K | 0.00% | +70 | New |
| Old North State Trust, LLC | 74 | $8.00K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 74 | $8.10K | 0.00% | −24−24.5% | Reduced |
| Bellwether Advisors, LLC | 75 | $8.21K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 80 | $8.76K | 0.00% | −10−11.1% | Reduced |
| Raffa Wealth Management, LLC | 84 | $9.20K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 86 | $9.42K | 0.01% | 00.0% | Unchanged |
| Motco | 95 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 99 | $10.8K | 0.00% | −34−25.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $11.0K | 0.00% | +100 | New |
| Ahrens Investment Partners LLC | 100 | $11.0K | 0.01% | +100 | New |
| WR Wealth Planners, LLC | 100 | $11.0K | 0.00% | +100 | New |
| Atlas Capital Advisors LLC | 101 | $11.1K | 0.00% | −39−27.9% | Reduced |
| Salem Investment Counselors Inc | 107 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 108 | $11.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 109 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 115 | $12.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 117 | $12.8K | 0.00% | +27+30.0% | Added |
| Strategic Investment Solutions, Inc. | 117 | $12.8K | 0.00% | +117 | New |
| EverSource Wealth Advisors, LLC | 129 | $14.1K | 0.00% | −5−3.7% | Reduced |
| Farmers & Merchants Investments Inc | 135 | $14.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 137 | $15.0K | 0.01% | −95−40.9% | Reduced |
| Rise Advisors, LLC | 141 | $15.4K | 0.01% | +2+1.4% | Added |
| DT Investment Partners, LLC | 138 | $15.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 143 | $15.7K | 0.00% | −38−21.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 150 | $16.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 151 | $16.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 153 | $16.8K | 0.01% | +150+5,000.0% | Added |
| Covestor Ltd | 157 | $17.0K | 0.01% | +6+4.0% | Added |
| MB, Levis & Associates, LLC | 164 | $18.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 165 | $18.1K | 0.01% | +165 | New |
| Anchor Investment Management, LLC | 169 | $18.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 175 | $19.2K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 175 | $19.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 182 | $19.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 187 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 190 | $20.8K | 0.00% | +44+30.1% | Added |
| Park Place Capital Corp | 198 | $21.7K | 0.01% | −5−2.5% | Reduced |
| Cascade Investment Advisors, Inc. | 200 | $21.9K | 0.02% | +200 | New |
| Highlander Capital Management, LLC | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 205 | $22.5K | 0.00% | −8−3.8% | Reduced |
| FinTrust Capital Advisors, LLC | 200 | $23.5K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 216 | $23.6K | 0.01% | +2+0.9% | Added |
| Lazard Asset Management LLC | 222 | $24.0K | 0.00% | +4+1.8% | Added |
| Mascoma Wealth Management LLC | 214 | $24.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 231 | $25.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 228 | $25.6K | 0.00% | +228 | New |
| First Financial Corp | 235 | $25.7K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 236 | $26.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 250 | $27.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 250 | $27.0K | 0.00% | +250 | New |
| Beacon Capital Management, Inc. | 260 | $28.5K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 281 | $30.8K | 0.00% | +231+462.0% | Added |
| Arrow Financial Corp | 285 | $31.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $32.9K | 0.01% | 00.0% | Unchanged |