| Twin Tree Management, LP | 1 | $134 | 0.00% | −65,325−100.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $134 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $134 | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 3 | $402 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 4 | $536 | 0.00% | +4 | New |
| Newbridge Financial Services Group, Inc. | 4 | $536 | 0.00% | +4 | New |
| Geneos Wealth Management Inc. | 5 | $670 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5 | $670 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $670 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $670 | 0.00% | +5 | New |
| Montag A & Associates Inc | 7 | $915 | 0.00% | −5−41.7% | Reduced |
| GW&K Investment Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Creative Financial Designs Inc | 8 | $1.07K | 0.00% | −123−93.9% | Reduced |
| Tfo-TDC, LLC | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $1.07K | 0.00% | +8 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 9 | $1.21K | 0.00% | −1,657−99.5% | Reduced |
| AdvisorNet Financial, Inc | 9 | $1.21K | 0.00% | −39−81.3% | Reduced |
| Kelly Financial Services LLC | 9 | $1.21K | 0.00% | −5−35.7% | Reduced |
| Northwest Capital Management Inc | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $1.34K | 0.00% | +10 | New |
| JJJ Advisors Inc. | 11 | $1.47K | 0.00% | −14−56.0% | Reduced |
| Continuum Advisory, LLC | 14 | $1.65K | 0.00% | +14 | New |
| Beaird Harris Wealth Management, LLC | 16 | $2.14K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 21 | $2.85K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 22 | $2.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $3.00K | 0.00% | −5−20.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 23 | $3.08K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 23 | $3.08K | 0.00% | +23 | New |
| Oliver Lagore Vanvalin Investment Group | 25 | $3.35K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 26 | $3.48K | 0.00% | +26 | New |
| Johnson Financial Group, Inc. | 30 | $4.02K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $4.15K | 0.00% | −1−3.1% | Reduced |
| Cape Investment Advisory, Inc. | 37 | $4.96K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 37 | $5.01K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 38 | $5.09K | 0.00% | −1−2.6% | Reduced |
| Caitlin John, LLC | 39 | $5.22K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 41 | $5.49K | 0.00% | +17+70.8% | Added |
| Rothschild Investment LLC | 43 | $5.76K | 0.00% | +28+186.7% | Added |
| True Wealth Design, LLC | 45 | $6.03K | 0.00% | +3+7.1% | Added |
| Abound Wealth Management | 45 | $6.03K | 0.00% | −2−4.3% | Reduced |
| Sound Income Strategies, LLC | 46 | $6.16K | 0.00% | +46 | New |
| RFP Financial Group LLC | 47 | $6.30K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 47 | $6.30K | 0.00% | +47 | New |
| SJS Investment Consulting Inc. | 51 | $6.83K | 0.00% | −3−5.6% | Reduced |
| Frazier Financial Advisors, LLC | 59 | $7.90K | 0.01% | +18+43.9% | Added |
| Hantz Financial Services, Inc. | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 60 | $8.04K | 0.00% | +60 | New |
| Valued Wealth Advisors LLC | 60 | $8.06K | 0.01% | +11+22.4% | Added |
| ICA Group Wealth Management, LLC | 65 | $8.71K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 65 | $8.71K | 0.01% | +65 | New |
| Sofos Investments, Inc. | 66 | $8.87K | 0.00% | +65+6,500.0% | Added |
| Ancora Advisors, LLC | 73 | $9.78K | 0.00% | +73 | New |
| Crewe Advisors LLC | 75 | $10.0K | 0.00% | +75 | New |
| Tyler-Stone Wealth Management | 79 | $10.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 82 | $11.0K | 0.00% | +82 | New |
| Farmers & Merchants Investments Inc | 85 | $11.4K | 0.00% | −29−25.4% | Reduced |
| Key Financial Inc | 87 | $11.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 102 | $12.0K | 0.00% | +102 | New |
| Venturi Wealth Management, LLC | 98 | $13.1K | 0.00% | −36−26.9% | Reduced |
| REAP Financial Group, LLC | 98 | $13.1K | 0.00% | +11+12.6% | Added |
| Promethos Capital, LLC | 100 | $13.4K | 0.01% | −60−37.5% | Reduced |
| Colonial Trust Co | 101 | $13.6K | 0.00% | +9+9.8% | Added |
| Parkside Financial Bank & Trust | 116 | $15.5K | 0.00% | −36−23.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 125 | $16.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127 | $17.0K | 0.00% | +39+44.3% | Added |
| Register Financial Advisors LLC | 130 | $17.4K | 0.01% | +130 | New |
| JFS Wealth Advisors, LLC | 131 | $17.5K | 0.00% | −7−5.1% | Reduced |
| Private Wealth Management Group, LLC | 133 | $17.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 137 | $18.4K | 0.00% | +16+13.2% | Added |
| Liberty One Investment Management, LLC | 140 | $18.8K | 0.00% | +6+4.5% | Added |
| Rise Advisors, LLC | 149 | $20.0K | 0.01% | +149 | New |
| Sittner & Nelson, LLC | 150 | $20.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 166 | $22.0K | 0.00% | −8−4.6% | Reduced |
| Private Trust Co NA | 167 | $22.4K | 0.00% | −2−1.2% | Reduced |
| West Oak Capital, LLC | 175 | $23.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 179 | $24.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 181 | $24.2K | 0.00% | −33−15.4% | Reduced |
| Exchange Traded Concepts, LLC | 182 | $24.4K | 0.00% | +140+333.3% | Added |
| Benjamin Edwards Inc | 185 | $25.0K | 0.00% | +185 | New |
| LGT Financial Advisors LLC | 189 | $25.3K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $26.8K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 200 | $26.8K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 200 | $26.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 200 | $26.8K | 0.00% | +20+11.1% | Added |
| Solstein Capital, LLC | 202 | $27.1K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 210 | $28.1K | 0.01% | +210 | New |
| Hexagon Capital Partners LLC | 215 | $28.8K | 0.01% | −4−1.8% | Reduced |
| ORG Partners LLC | 215 | $29.2K | 0.06% | +215 | New |
| Deseret Mutual Benefit Administrators | 223 | $29.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 224 | $30.0K | 0.00% | +63+39.1% | Added |
| Alaska Permanent Fund Corp | 230 | $30.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 245 | $31.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 234 | $31.3K | 0.00% | +213+1,014.3% | Added |
| Riverview Trust Co | 250 | $33.5K | 0.03% | +250 | New |
| Pacific Capital Wealth Advisors, Inc | 265 | $35.5K | 0.01% | +15+6.0% | Added |
| CVA Family Office, LLC | 280 | $37.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 312 | $41.0K | 0.01% | +27+9.5% | Added |
| Raleigh Capital Management Inc. | 342 | $45.8K | 0.02% | −400−53.9% | Reduced |
