| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 16,553 | $120 | 0.01% | +16,553 | New |
| Kozak & Associates, Inc. | 1 | $165 | 0.00% | +1 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $205 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4 | $555 | 0.00% | −12−75.0% | Reduced |
| Johnson Financial Group, Inc. | 4 | $555 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $555 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $555 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $555 | 0.00% | +2+100.0% | Added |
| Spectrum Wealth Counsel, LLC | 5 | $694 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $694 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $832 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 6 | $832 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $833 | 0.00% | +1+20.0% | Added |
| NVWM, LLC | 9 | $1.25K | 0.00% | +9 | New |
| Richardson Financial Services Inc. | 9 | $1.25K | 0.00% | +9 | New |
| Signature Resources Capital Management, LLC | 12 | $1.49K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.53K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 12 | $1.66K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 12 | $1.66K | 0.00% | +12 | New |
| Financial Synergies Wealth Advisors, Inc. | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 13 | $1.80K | 0.00% | −7−35.0% | Reduced |
| MCF Advisors LLC | 13 | $1.80K | 0.00% | +1+8.3% | Added |
| Carolinas Wealth Consulting LLC | 14 | $1.94K | 0.00% | −361−96.3% | Reduced |
| Highline Wealth Partners LLC | 14 | $1.94K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 15 | $2.00K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $2.08K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $2.08K | 0.00% | +15 | New |
| WR Wealth Planners, LLC | 15 | $2.08K | 0.00% | +15 | New |
| Trifecta Capital Advisors, LLC | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 19 | $2.64K | 0.00% | +19 | New |
| Arcadia Investment Management Corp | 20 | $2.77K | 0.00% | −394−95.2% | Reduced |
| Peoples Bank | 20 | $2.77K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 20 | $2.77K | 0.00% | +20 | New |
| Cedar Wealth Management, LLC | 21 | $2.91K | 0.00% | +21 | New |
| VitalStone Financial, LLC | 22 | $3.00K | 0.00% | −65−74.7% | Reduced |
| Roble, Belko & Company, Inc | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 22 | $3.04K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 22 | $3.05K | 0.00% | −130−85.5% | Reduced |
| Macroview Investment Management LLC | 24 | $3.33K | 0.00% | −62−72.1% | Reduced |
| Stuart Chaussee & Associates, Inc. | 24 | $3.33K | 0.00% | +24 | New |
| ORG Partners LLC | 25 | $3.45K | 0.01% | +9+56.3% | Added |
| Pacific Center for Financial Services | 28 | $3.88K | 0.00% | +28 | New |
| Penserra Capital Management LLC | 30 | $4.00K | 0.00% | −1,757−98.3% | Reduced |
| Valued Wealth Advisors LLC | 29 | $4.02K | 0.00% | +1+3.6% | Added |
| Dunhill Financial, LLC | 30 | $4.13K | 0.00% | +5+20.0% | Added |
| Provenance Wealth Advisors, LLC | 30 | $4.16K | 0.00% | −16−34.8% | Reduced |
| MB, Levis & Associates, LLC | 32 | $4.44K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 32 | $4.44K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 32 | $4.44K | 0.00% | +32 | New |
| Retirement Group, LLC | 33 | $4.58K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 33 | $4.76K | 0.00% | +23+230.0% | Added |
| State of Wyoming | 35 | $4.86K | 0.00% | +2+6.1% | Added |
| Cullen/Frost Bankers, Inc. | 36 | $4.99K | 0.00% | +12+50.0% | Added |
| Addison Advisors LLC | 36 | $4.99K | 0.00% | +36 | New |
| ClariVest Asset Management LLC | 37 | $5.13K | 0.00% | +16+76.2% | Added |
| Rakuten Securities, Inc. | 38 | $5.27K | 0.00% | +14+58.3% | Added |
| Byrne Asset Management LLC | 40 | $5.55K | 0.00% | −8−16.7% | Reduced |
| Versant Capital Management, Inc | 40 | $5.55K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $5.55K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $5.96K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 44 | $6.10K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 44 | $6.10K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 44 | $6.10K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 49 | $6.80K | 0.00% | +49 | New |
| Naples Money Management LLC | 50 | $6.93K | 0.01% | +50 | New |
| Hanson & Doremus Investment Management | 54 | $7.00K | 0.00% | +54 | New |
| Grove Bank & Trust | 56 | $7.77K | 0.00% | −49−46.7% | Reduced |
| Avion Wealth | 57 | $8.00K | 0.00% | +6+11.8% | Added |
| Sachetta, LLC | 67 | $8.31K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 60 | $8.32K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 61 | $8.44K | 0.00% | −6−9.0% | Reduced |
| DT Investment Partners, LLC | 64 | $8.88K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $9.29K | 0.00% | −8−10.7% | Reduced |
| Private Trust Co NA | 70 | $9.71K | 0.00% | −126−64.3% | Reduced |
| West Paces Advisors Inc. | 72 | $9.99K | 0.00% | −4−5.3% | Reduced |
| Trust Co of Vermont | 72 | $9.99K | 0.00% | +21+41.2% | Added |
| Pier Capital, LLC | 75 | $10.4K | 0.00% | −6,325−98.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 75 | $10.4K | 0.00% | +71+1,775.0% | Added |
| Tradewinds Capital Management, LLC | 77 | $10.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 79 | $11.0K | 0.00% | +17+27.4% | Added |
| Main Street Group, LTD | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 80 | $11.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 80 | $11.1K | 0.00% | +80 | New |
| Anfield Capital Management, LLC | 80 | $11.1K | 0.01% | +80 | New |
| Aspire Private Capital, LLC | 84 | $11.7K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 86 | $11.9K | 0.00% | +2+2.4% | Added |
| Voisard Asset Management Group, Inc. | 88 | $12.2K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 90 | $12.5K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $13.9K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 108 | $14.9K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 108 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 116 | $16.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 118 | $16.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $16.6K | 0.00% | −95−44.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 127 | $17.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 127 | $17.6K | 0.00% | 00.0% | Unchanged |