| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| TCWP LLC | 6 | $0 | 0.00% | +6 | New |
| WR Wealth Planners, LLC | 6 | $309 | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 8 | $412 | 0.00% | +8 | New |
| Aspire Private Capital, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | +12+150.0% | Added |
| Lloyd Advisory Services, LLC. | 18 | $1.00K | 0.00% | +12+200.0% | Added |
| Siena Capital LLC | 12 | $1.00K | 0.00% | +12 | New |
| Exane Derivatives | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 43 | $2.00K | 0.00% | +22+104.8% | Added |
| Carolinas Wealth Consulting LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 38 | $2.00K | 0.00% | +11+40.7% | Added |
| Financial Management Professionals, Inc. | 30 | $2.00K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 36 | $2.00K | 0.00% | +36 | New |
| Kelly Financial Services LLC | 46 | $2.37K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 61 | $3.00K | 0.00% | +61 | New |
| Win Advisors, Inc | 49 | $3.00K | 0.00% | +49 | New |
| Beacon Capital Management, LLC | 65 | $3.00K | 0.00% | +65 | New |
| Brown Brothers Harriman & Co | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 91 | $5.00K | 0.00% | +45+97.8% | Added |
| Arlington Partners LLC | 105 | $5.00K | 0.00% | +105 | New |
| Raffa Wealth Management, LLC | 109 | $5.62K | 0.00% | −49−31.0% | Reduced |
| Tarbox Family Office, Inc. | 125 | $6.00K | 0.00% | −143−53.4% | Reduced |
| Rocky Mountain Advisers, LLC | 125 | $6.00K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 112 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 120 | $6.00K | 0.00% | +120 | New |
| Clear Street Markets LLC | 115 | $6.00K | 0.00% | +115 | New |
| Smithfield Trust Co | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 139 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $7.00K | 0.00% | +87+174.0% | Added |
| Versant Capital Management, Inc | 161 | $8.00K | 0.00% | −9−5.3% | Reduced |
| First Horizon Advisors, Inc. | 184 | $9.00K | 0.00% | −524−74.0% | Reduced |
| Concord Wealth Partners | 181 | $9.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 190 | $9.79K | 0.00% | +190 | New |
| PrairieView Partners, LLC | 240 | $12.0K | 0.00% | +1+0.4% | Added |
| Farmers & Merchants Investments Inc | 230 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 250 | $13.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 266 | $13.7K | 0.00% | +108+68.4% | Added |
| Global Retirement Partners, LLC | 292 | $14.0K | 0.00% | +292 | New |
| PEAK6 Investments LLC | 296 | $15.0K | 0.00% | −5,433−94.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 291 | $15.0K | 0.01% | +1+0.3% | Added |
| McClarren Financial Advisors, Inc. | 317 | $16.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 317 | $16.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 304 | $16.0K | 0.00% | +204+204.0% | Added |
| Glen Eagle Advisors, LLC | 320 | $16.5K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 324 | $17.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 355 | $18.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 350 | $18.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 340 | $18.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 360 | $19.0K | 0.02% | −1,100−75.3% | Reduced |
| Country Trust Bank | 390 | $20.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 396 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 399 | $21.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 430 | $22.0K | 0.02% | −572−57.1% | Reduced |
| JNBA Financial Advisors | 430 | $22.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 420 | $22.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 414 | $22.0K | 0.01% | +234+130.0% | Added |
| Princeton Global Asset Management LLC | 436 | $22.0K | 0.01% | +436 | New |
| Iron Horse Wealth Management, LLC | 444 | $23.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 460 | $24.0K | 0.01% | +9+2.0% | Added |
| Heritage Wealth Management, LLC | 500 | $26.0K | 0.01% | +500 | New |
| Clearstead Advisors, LLC | 518 | $27.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 515 | $27.0K | 0.00% | +101+24.4% | Added |
| GHP Investment Advisors, Inc. | 531 | $27.0K | 0.00% | +531 | New |
| Riverview Trust Co | 531 | $27.0K | 0.02% | +531 | New |
| MBM Wealth Consultants, LLC | 580 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 601 | $31.0K | 0.00% | +1+0.2% | Added |
| Sandy Cove Advisors, LLC | 628 | $32.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 646 | $33.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 646 | $33.0K | 0.01% | +183+39.5% | Added |
| Hanson & Doremus Investment Management | 640 | $33.0K | 0.01% | +640 | New |
| Lansing Street Advisors | 629 | $33.0K | 0.02% | +629 | New |
| McIlrath & Eck, LLC | 652 | $34.0K | 0.01% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 1,778,852 | $35.0K | 0.15% | +1,744,430+5,067.8% | Added |
| Meeder Asset Management Inc | 707 | $36.0K | 0.00% | +707 | New |
| Investment Research & Advisory Group, Inc. | 728 | $38.0K | 0.02% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 800 | $41.0K | 0.02% | 00.0% | Unchanged |