| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| American Capital Advisory, LLC | 0 | $13 | 0.00% | 0 | New |
| Delos Wealth Advisors, LLC | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $254 | 0.00% | +2 | New |
| Evermay Wealth Management LLC | 3 | $381 | 0.00% | +3 | New |
| Trust Co of Vermont | 3 | $381 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $508 | 0.00% | +4 | New |
| Frank, Rimerman Advisors LLC | 4 | $508 | 0.00% | +4 | New |
| TFC Financial Management | 5 | $635 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 6 | $762 | 0.00% | +6 | New |
| ORG Partners LLC | 6 | $765 | 0.00% | +6 | New |
| Pflug Koory, LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 10 | $1.27K | 0.00% | +10 | New |
| Raleigh Capital Management Inc. | 10 | $1.27K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 11 | $1.27K | 0.00% | +11 | New |
| Grove Bank & Trust | 11 | $1.40K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 11 | $1.40K | 0.00% | +11 | New |
| Annapolis Financial Services, LLC | 11 | $1.40K | 0.00% | +11 | New |
| Exchange Traded Concepts, LLC | 13 | $1.65K | 0.00% | −9−40.9% | Reduced |
| Retirement Group, LLC | 13 | $1.65K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 14 | $1.78K | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 18 | $2.00K | 0.00% | +5+38.5% | Added |
| Avion Wealth | 14 | $2.00K | 0.00% | +9+180.0% | Added |
| Prestige Wealth Management Group LLC | 16 | $2.03K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 17 | $2.16K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 18 | $2.29K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $2.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $2.29K | 0.00% | +18 | New |
| Dunhill Financial, LLC | 18 | $2.34K | 0.00% | +18 | New |
| Red Tortoise LLC | 19 | $2.41K | 0.00% | +19 | New |
| Carolinas Wealth Consulting LLC | 20 | $2.54K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 20 | $2.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $2.92K | 0.00% | +1+4.5% | Added |
| ICA Group Wealth Management, LLC | 27 | $3.43K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 29 | $3.68K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 36 | $4.00K | 0.00% | +21+140.0% | Added |
| Bokf, NA | 34 | $4.32K | 0.00% | +33+3,300.0% | Added |
| Frazier Financial Advisors, LLC | 34 | $4.32K | 0.00% | +34 | New |
| Abound Wealth Management | 38 | $4.83K | 0.00% | +6+18.8% | Added |
| Operose Advisors LLC | 40 | $5.08K | 0.00% | −837−95.4% | Reduced |
| Sachetta, LLC | 40 | $5.08K | 0.00% | +40 | New |
| PSI Advisors, LLC | 42 | $5.23K | 0.00% | +1+2.4% | Added |
| Tradition Wealth Management, LLC | 46 | $6.00K | 0.00% | +5+12.2% | Added |
| LGT Financial Advisors LLC | 48 | $6.10K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $6.35K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 51 | $6.48K | 0.00% | −21−29.2% | Reduced |
| Motco | 51 | $6.48K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 56 | $7.11K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 57 | $7.24K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 59 | $7.49K | 0.00% | +59 | New |
| Versant Capital Management, Inc | 61 | $7.75K | 0.00% | +6+10.9% | Added |
| Wetzel Investment Advisors, Inc. | 66 | $8.00K | 0.00% | +66 | New |
| Eagle Bay Advisors LLC | 70 | $8.85K | 0.01% | −26−27.1% | Reduced |
| Bangor Savings Bank | 70 | $8.89K | 0.00% | −136−66.0% | Reduced |
| Bogart Wealth, LLC | 73 | $9.27K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 74 | $9.40K | 0.01% | +74 | New |
| Global Wealth Management Investment Advisory, Inc. | 75 | $9.53K | 0.00% | +75 | New |
| Hexagon Capital Partners LLC | 77 | $9.78K | 0.00% | +47+156.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 78 | $9.91K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 75 | $10.0K | 0.00% | +13+21.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 78 | $10.0K | 0.01% | +78 | New |
| Cornerstone Planning Group LLC | 79 | $10.0K | 0.00% | −1−1.3% | Reduced |
| JFS Wealth Advisors, LLC | 81 | $10.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 90 | $11.4K | 0.00% | +90 | New |
| Bell Investment Advisors, Inc | 91 | $11.6K | 0.00% | −5−5.2% | Reduced |
| Core Alternative Capital | 92 | $11.7K | 0.00% | −19−17.1% | Reduced |
| Ranger Investment Management, L.P. | 93 | $11.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $12.7K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $12.7K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $12.7K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $12.7K | 0.01% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 108 | $13.7K | 0.00% | −33,892−99.7% | Reduced |
| Assetmark, Inc | 109 | $13.8K | 0.00% | +10+10.1% | Added |
| Cape Investment Advisory, Inc. | 109 | $13.8K | 0.01% | +31+39.7% | Added |
| Beacon Capital Management, LLC | 121 | $14.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 113 | $14.4K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 115,618 | $14.7K | 0.00% | +115,618 | New |
| Custom Portfolio Group LLC | 122 | $15.5K | 0.01% | +122 | New |
| Armstrong Advisory Group, Inc | 124 | $15.7K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 136 | $17.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 139 | $17.7K | 0.00% | −8−5.4% | Reduced |
| Global Financial Private Client, LLC | 149 | $19.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 151 | $19.2K | 0.00% | +40+36.0% | Added |
| DHJJ Financial Advisors, Ltd. | 156 | $19.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 157 | $19.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 159 | $20.2K | 0.01% | +121+318.4% | Added |
| Castleview Partners, LLC | 159 | $20.2K | 0.01% | +159 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $20.3K | 0.01% | +160 | New |
| Ables, Iannone, Moore & Associates, Inc. | 165 | $21.0K | 0.02% | +165 | New |
| Tyler-Stone Wealth Management | 171 | $21.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 182 | $23.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 191 | $24.3K | 0.00% | +41+27.3% | Added |
| Farmers & Merchants Investments Inc | 192 | $24.4K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 200 | $25.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 201 | $25.5K | 0.00% | +64+46.7% | Added |
| Harbour Investments, Inc. | 220 | $27.9K | 0.00% | +54+32.5% | Added |
| MCF Advisors LLC | 226 | $28.7K | 0.00% | +26+13.0% | Added |
| Smartleaf Asset Management LLC | 225 | $28.8K | 0.01% | +225 | New |
| Turtle Creek Wealth Advisors, LLC | 237 | $30.1K | 0.01% | +237 | New |
| Whittier Trust Co of Nevada Inc | 240 | $30.5K | 0.00% | 00.0% | Unchanged |