| Tfo-TDC, LLC | 1 | $138 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 4 | $540 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $557 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 7 | $935 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 7 | $940 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7 | $967 | 0.00% | +7 | New |
| Avion Wealth | 13 | $1.00K | 0.00% | +9+225.0% | Added |
| Arlington Partners LLC | 12 | $1.66K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $1.66K | 0.00% | +12 | New |
| KB Financial Partners, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 17 | $2.00K | 0.00% | +17 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 15 | $2.07K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $2.07K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 15 | $2.07K | 0.00% | +15 | New |
| Atlas Capital Advisors LLC | 16 | $2.21K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 19 | $2.62K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 21 | $2.90K | 0.00% | +21 | New |
| Sofos Investments, Inc. | 138 | $2.95K | 0.01% | +4+3.0% | Added |
| Live Oak Investment Partners | – | $3.14K | 0.00% | – | – |
| Disciplined Investments, LLC | 24 | $3.31K | 0.00% | +1+4.3% | Added |
| SJS Investment Consulting Inc. | 24 | $3.31K | 0.00% | +4+20.0% | Added |
| Level Financial Advisors, Inc. | 25 | $3.45K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $3.45K | 0.00% | +25 | New |
| Valley National Advisers Inc | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 35 | $4.70K | 0.00% | −1,663−97.9% | Reduced |
| Pin Oak Investment Advisors Inc | 35 | $5.00K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 38 | $5.22K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 42 | $5.80K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 43 | $5.94K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 44 | $6.08K | 0.00% | +44 | New |
| Princeton Global Asset Management LLC | 45 | $6.16K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 46 | $6.35K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 50 | $6.90K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 54 | $7.46K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 57 | $7.87K | 0.00% | +3+5.6% | Added |
| Lowe Wealth Advisors, LLC | 60 | $8.28K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 65 | $8.97K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 65 | $8.97K | 0.01% | +65 | New |
| Perkins Coie Trust Co | 73 | $10.1K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 75 | $10.4K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 75 | $10.4K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 76 | $10.5K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 77 | $10.6K | 0.01% | +77 | New |
| Abound Wealth Management | 80 | $11.0K | 0.00% | +42+110.5% | Added |
| Castleview Partners, LLC | 81 | $11.2K | 0.01% | +15+22.7% | Added |
| Cassady Schiller Wealth Management, LLC | 83 | $11.5K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 95 | $12.8K | 0.00% | −264−73.5% | Reduced |
| PrairieView Partners, LLC | 100 | $13.0K | 0.00% | −15−13.0% | Reduced |
| Coppell Advisory Solutions LLC | 96 | $13.2K | 0.00% | +96 | New |
| Western Pacific Wealth Management, LP | 96 | $13.3K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 98 | $13.5K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 98 | $13.5K | 0.01% | +1+1.0% | Added |
| Raffa Wealth Management, LLC | 99 | $13.7K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $13.8K | 0.02% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 100 | $13.8K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 101 | $13.9K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 102 | $14.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 105 | $14.5K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 106 | $14.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 109 | $15.0K | 0.01% | +1+0.9% | Added |
| Rise Advisors, LLC | 113 | $15.5K | 0.01% | +1+0.9% | Added |
| Center for Financial Planning, Inc. | 113 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 121 | $16.7K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 127 | $17.0K | 0.01% | +28+28.3% | Added |
| Quarry LP | 124 | $17.1K | 0.01% | +124 | New |
| Pacific Center for Financial Services | 125 | $17.3K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 125 | $17.3K | 0.01% | +125 | New |
| Hazlett, Burt & Watson, Inc. | 130 | $18.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 131 | $18.1K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 142 | $20.0K | 0.01% | +142 | New |
| Westside Investment Management, Inc. | 147 | $20.3K | 0.01% | +1+0.7% | Added |
| First PREMIER Bank | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 153 | $21.0K | 0.01% | +153 | New |
| Front Row Advisors LLC | 157 | $22.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 160 | $22.1K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 167 | $23.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 167 | $23.1K | 0.01% | −25−13.0% | Reduced |
| SOA Wealth Advisors, LLC. | 167 | $23.1K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 175 | $24.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 183 | $25.3K | 0.02% | +183 | New |
| Cranbrook Wealth Management, LLC | 190 | $26.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 192 | $26.5K | 0.01% | +3+1.6% | Added |
| American State Bank (Iowa) | 195 | $26.9K | 0.02% | 00.0% | Unchanged |
| New England Asset Management Inc | 200 | $27.6K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 200 | $27.6K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 200 | $27.6K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $27.6K | 0.01% | +200 | New |
| Fiduciary Alliance LLC | 208 | $28.7K | 0.01% | +208 | New |
| Barrett & Company, Inc. | 215 | $29.7K | 0.02% | +200+1,333.3% | Added |
| West Paces Advisors Inc. | 225 | $31.1K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 225 | $31.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 228 | $31.5K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 232 | $32.0K | 0.02% | +232 | New |
| Private Ocean, LLC | 234 | $32.3K | 0.00% | −100−29.9% | Reduced |
| West Oak Capital, LLC | 240 | $33.1K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 243 | $33.6K | 0.01% | +243 | New |
| Gleason Group, Inc. | 249 | $34.4K | 0.01% | +2+0.8% | Added |