| SageView Advisory Group, LLC | 4,420 | $166.9K | 0.01% | −14,149−76.2% | Reduced |
| CWM, LLC | 4,340 | $164.0K | 0.00% | +816+23.2% | Added |
| Meramec Financial Planners, LLC | 3,807 | $159.2K | 0.06% | +3,807 | New |
| Avalon Trust Co | 3,950 | $149.2K | 0.01% | +1,500+61.2% | Added |
| Harbour Investments, Inc. | 3,831 | $144.7K | 0.00% | +3,831 | New |
| Acadian Asset Management LLC | 2,743 | $103.0K | 0.00% | +2,743 | New |
| GF Fund Management Co. Ltd. | 2,429 | $91.7K | 0.00% | +2,429 | New |
| JTC Employer Solutions Trusteee Ltd | 4,710 | $88.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,299 | $86.8K | 0.01% | −14,499−86.3% | Reduced |
| Larson Financial Group LLC | 2,258 | $85.3K | 0.00% | +668+42.0% | Added |
| Strengthening Families & Communities, LLC | 2,247 | $84.9K | 0.03% | +2,247 | New |
| Elequin Capital LP | 2,030 | $76.7K | 0.01% | +2,030 | New |
| BOCHK Asset Management Ltd | 2,000 | $75.5K | 0.02% | +1,300+185.7% | Added |
| IFP Advisors, Inc | 1,891 | $71.4K | 0.00% | +1,791+1,791.0% | Added |
| Clearstead Advisors, LLC | 1,803 | $68.1K | 0.00% | −947−34.4% | Reduced |
| Vermillion Wealth Management, Inc. | 1,721 | $65.0K | 0.03% | +154+9.8% | Added |
| TD Waterhouse Canada Inc. | 1,700 | $64.2K | 0.00% | +1,700 | New |
| Mark Sheptoff Financial Planning, LLC | 1,600 | $60.4K | 0.03% | −300−15.8% | Reduced |
| Alphadyne Asset Management LP | 1,568 | $59.2K | 0.01% | +1,568 | New |
| Creative Financial Designs Inc | 1,547 | $58.4K | 0.00% | +1,547 | New |
| Lodestone Wealth Management LLC | 1,517 | $57.3K | 0.02% | +1,517 | New |
| Banque Cantonale Vaudoise | 1,434 | $54.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,350 | $51.0K | 0.02% | +1,350 | New |
| Sherman Asset Management, Inc. | 1,248 | $47.1K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 1,240 | $46.8K | 0.00% | +1,240 | New |
| Capital Analysts, LLC | 1,200 | $45.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $37.8K | 0.00% | +1,000 | New |
| SRS Capital Advisors, Inc. | 979 | $37.0K | 0.00% | +738+306.2% | Added |
| Arbor Wealth Management LLC | 953 | $36.0K | 0.03% | +953 | New |
| Purpose Unlimited Inc. | 900 | $34.0K | 0.00% | +900 | New |
| Motco | 805 | $30.4K | 0.00% | +805 | New |
| CIBC Private Wealth Group, LLC | 800 | $30.2K | 0.00% | −800−50.0% | Reduced |
| 1015 Capital Partners, LLC | 800 | $30.2K | 0.03% | +800 | New |
| Golden State Wealth Management, LLC | 781 | $29.5K | 0.00% | +81+11.6% | Added |
| Aventura Private Wealth, LLC | 730 | $27.6K | 0.01% | +730 | New |
| Atlantic Trust, LLC | 726 | $27.4K | 0.00% | +726 | New |
| North Star Investment Management Corp. | 700 | $26.4K | 0.00% | +700 | New |
| Miller Wealth Advisors, LLC | 680 | $25.7K | 0.01% | +480+240.0% | Added |
| Hollencrest Capital Management | 600 | $22.7K | 0.00% | −1,800−75.0% | Reduced |
| Avion Wealth | 585 | $22.0K | 0.00% | +585 | New |
| Atlantic Union Bankshares Corp | 554 | $20.9K | 0.00% | +262+89.7% | Added |
| Armstrong Advisory Group, Inc | 547 | $20.7K | 0.00% | +300+121.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 500 | $18.9K | 0.00% | +150+42.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | $18.9K | 0.01% | +500 | New |
| Colonial Trust Advisors | 500 | $18.9K | 0.00% | +500 | New |
| Brandywine Financial Group | 500 | $18.9K | 0.04% | +500 | New |
| Parallel Advisors, LLC | 493 | $18.6K | 0.00% | +424+614.5% | Added |
| Greenline Wealth Management LLC | 410 | $15.5K | 0.02% | +410 | New |
| Sound Income Strategies, LLC | 257 | $14.9K | 0.00% | +257 | New |
| Acumen Wealth Advisors, LLC | 383 | $14.5K | 0.00% | +383 | New |
| Cornerstone Financial Management LLC | 331 | $12.5K | 0.01% | +331 | New |
| ORG Wealth Partners, LLC | 319 | $12.0K | 0.00% | +319 | New |
| Strategic Investment Solutions, Inc. | 317 | $12.0K | 0.00% | +317 | New |
| LM Advisors LLC | 393 | $10.4K | 0.21% | −5,650−93.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 268 | $10.1K | 0.00% | +258+2,580.0% | Added |
| Chesapeake Asset Management LLC | 255 | $9.63K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 249 | $9.40K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 220 | $8.33K | 0.00% | +20+10.0% | Added |
| Basecamp Wealth Advisors LLC | 214 | $8.08K | 0.00% | +214 | New |
| Abound Wealth Management | 201 | $7.59K | 0.00% | +201 | New |
| The PNC Financial Services Group, Inc. | 200 | $7.55K | 0.00% | −15−7.0% | Reduced |
| Vision Financial Markets LLC | 200 | $7.55K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $7.55K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $7.55K | 0.00% | +200 | New |
| CoreCap Advisors, LLC | 200 | $7.55K | 0.00% | +200 | New |
| Kings Path Partners LLC | 200 | $7.55K | 0.00% | +200 | New |
| Kozak & Associates, Inc. | 150 | $6.91K | 0.00% | +150 | New |
| Harbor Investment Advisory, LLC | 167 | $6.31K | 0.00% | +167 | New |
| Abound Financial, LLC | 155 | $5.85K | 0.00% | +155 | New |
| Jones Financial Companies LLLP | 150 | $5.67K | 0.00% | +150 | New |
| Wellington-Altus USA Inc. | 150 | $5.67K | 0.00% | +150 | New |
| N.E.W. Advisory Services LLC | 140 | $5.29K | 0.00% | +140 | New |
| Kerr Financial Planning Corp | 116 | $4.80K | 0.01% | +35+43.2% | Added |
| FNY Investment Advisers, LLC | 125 | $4.00K | 0.00% | −398−76.1% | Reduced |
| Truvestments Capital LLC | 100 | $3.78K | 0.00% | −30−23.1% | Reduced |
| Pittenger & Anderson Inc | 100 | $3.78K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 100 | $3.78K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $3.78K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 100 | $3.78K | 0.00% | +100 | New |
| Delos Wealth Advisors, LLC | 100 | $3.78K | 0.00% | +100 | New |
| Raleigh Capital Management Inc. | 100 | $3.78K | 0.00% | +100 | New |
| Asset Planning,Inc | 100 | $3.77K | 0.00% | +100 | New |
| Three Bearings Fiduciary Advisors, Inc. | 70 | $3.76K | 0.00% | +70 | New |
| Aspect Partners, LLC | 88 | $3.32K | 0.00% | +88 | New |
| IAG Wealth Partners, LLC | 84 | $3.17K | 0.00% | +84 | New |
| EverSource Wealth Advisors, LLC | 83 | $3.13K | 0.00% | +55+196.4% | Added |
| Valley National Advisers Inc | 100 | $3.00K | 0.00% | +100 | New |
| UMA Financial Services, Inc. | 77 | $2.91K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 75 | $2.83K | 0.00% | +75 | New |
| Russell Investments Group, Ltd. | 68 | $2.57K | 0.00% | +68 | New |
| FMR LLC | 56 | $2.12K | 0.00% | −2,123,766−100.0% | Reduced |
| Kilter Group LLC | 51 | $1.93K | 0.00% | −7−12.1% | Reduced |
| Essential Partners LLC | 48 | $1.81K | 0.00% | +48 | New |
| Stone House Investment Management, LLC | 40 | $1.51K | 0.00% | −60−60.0% | Reduced |
| Optima Capital LLC | 40 | $1.51K | 0.00% | +40 | New |
| Addison Advisors LLC | 28 | $1.06K | 0.00% | +28 | New |
| Smallwood Wealth Investment Management, LLC | 28 | $1.06K | 0.00% | −2−6.7% | Reduced |
| Roxbury Financial LLC | 22 | $831 | 0.00% | +22 | New |
| Rothschild Investment LLC | 20 | $755 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 20 | $755 | 0.00% | +20 | New |
