| WestEnd Advisors, LLC | 1 | $225 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1 | $225 | 0.00% | +1 | New |
| Redwood Wealth Management Group, LLC | 1 | $225 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $225 | 0.00% | +1 | New |
| MCF Advisors LLC | 1 | $226 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 2 | $451 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 2 | $451 | 0.00% | +2 | New |
| Unique Wealth Strategies, LLC | 3 | $506 | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $637 | 0.00% | −42,951−100.0% | Reduced |
| Evergreen Private Wealth LLC | 3 | $676 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3 | $677 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 4 | $901 | 0.00% | +4 | New |
| TFC Financial Management | 4 | $902 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 4 | $902 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | +5 | New |
| Richardson Financial Services Inc. | 5 | $1.13K | 0.00% | −2−28.6% | Reduced |
| Westside Investment Management, Inc. | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.13K | 0.00% | +2+66.7% | Added |
| Abich Financial Wealth Management LLC | 5 | $1.13K | 0.00% | +4+400.0% | Added |
| True Wealth Design, LLC | 5 | $1.13K | 0.00% | +1+25.0% | Added |
| Riggs Asset Managment Co. Inc. | 5 | $1.13K | 0.00% | +5 | New |
| Opal Wealth Advisors, LLC | 5 | $1.13K | 0.00% | +5 | New |
| PFG Private Wealth Management, LLC | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 8 | $1.80K | 0.00% | +8 | New |
| Kelly Financial Services LLC | 8 | $1.80K | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 10 | $2.25K | 0.00% | −10−50.0% | Reduced |
| St Germain D J Co Inc | 11 | $2.48K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 11 | $2.48K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 12 | $2.71K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 13 | $2.93K | 0.00% | +13 | New |
| Cherry Tree Wealth Management, LLC | 13 | $2.93K | 0.00% | +13 | New |
| WR Wealth Planners, LLC | 14 | $3.16K | 0.00% | −4−22.2% | Reduced |
| Evermay Wealth Management LLC | 15 | $3.38K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $3.38K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $3.83K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $3.83K | 0.00% | +2+13.3% | Added |
| Aspect Partners, LLC | 17 | $3.83K | 0.00% | +17 | New |
| Avion Wealth | 18 | $4.00K | 0.00% | +11+157.1% | Added |
| Brown, Lisle/Cummings, Inc. | 20 | $4.51K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 20 | $4.51K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $4.51K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $4.51K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 20 | $4.51K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $4.51K | 0.00% | +8+66.7% | Added |
| Salem Investment Counselors Inc | 20 | $4.51K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 24 | $5.41K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 25 | $5.64K | 0.00% | −88−77.9% | Reduced |
| Chesapeake Asset Management LLC | 25 | $5.64K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 25 | $5.64K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 25 | $5.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $5.64K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 26 | $5.86K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $6.33K | 0.00% | +14+87.5% | Added |
| Private Trust Co NA | 30 | $6.76K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 30 | $6.76K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 30 | $6.76K | 0.00% | +21+233.3% | Added |
| Private Wealth Management Group, LLC | 31 | $6.99K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 32 | $7.13K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 32 | $7.21K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 34 | $7.67K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 36 | $8.12K | 0.00% | +36 | New |
| Sound Income Strategies, LLC | 36 | $8.12K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 39 | $8.79K | 0.01% | +11+39.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 40 | $9.02K | 0.00% | −54−57.4% | Reduced |
| Colonial Trust Co | 40 | $9.02K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 40 | $10.0K | 0.00% | +38+1,900.0% | Added |
| Capital Advisors, Ltd. LLC | 46 | $10.0K | 0.00% | +17+58.6% | Added |
| Zions Bancorporation, N.A. | 47 | $10.6K | 0.00% | −51−52.0% | Reduced |
| Quent Capital, LLC | 48 | $10.8K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 50 | $11.0K | 0.00% | +50 | New |
| Larson Financial Group LLC | 50 | $11.3K | 0.00% | −60−54.5% | Reduced |
| Cultivar Capital, Inc. | 50 | $11.3K | 0.01% | +50 | New |
| Lynx Investment Advisory | 50 | $11.3K | 0.01% | +50 | New |
| Millburn Ridgefield Corp | 51 | $11.5K | 0.00% | −36−41.4% | Reduced |
| Catalyst Capital Advisors LLC | 51 | $11.5K | 0.00% | −36−41.4% | Reduced |
| JFS Wealth Advisors, LLC | 53 | $11.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $12.0K | 0.00% | +8+17.0% | Added |
| Bray Capital Advisors | 57 | $12.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 57 | $12.9K | 0.00% | +57 | New |
| First Personal Financial Services | 58 | $13.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 60 | $13.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 61 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 63 | $14.2K | 0.00% | +63 | New |
| Venturi Wealth Management, LLC | 68 | $15.3K | 0.00% | +30+78.9% | Added |
| Mascoma Wealth Management LLC | 69 | $15.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 69 | $15.6K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 70 | $15.8K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 100 | $16.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $16.9K | 0.00% | −1−1.3% | Reduced |
| Atwood & Palmer Inc | 75 | $16.9K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $16.9K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 15,786 | $17.0K | 0.00% | +15,786 | New |
| Baldwin Brothers Inc | 80 | $18.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 82 | $18.5K | 0.00% | +82 | New |
| MV Capital Management, Inc. | 83 | $18.7K | 0.00% | +19+29.7% | Added |