| Global Assets Advisory, LLC | 28,126 | $130 | 0.01% | +28,126 | New |
| WestEnd Advisors, LLC | 1 | $218 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $218 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 2 | $433 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $437 | 0.00% | −31−93.9% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $443 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $446 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 3 | $655 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $655 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 3 | $655 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $873 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $874 | 0.00% | +2+100.0% | Added |
| Bogart Wealth, LLC | 4 | $897 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | −387−98.5% | Reduced |
| CVA Family Office, LLC | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 6 | $1.31K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 6 | $1.31K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.63K | 0.00% | +1+16.7% | Added |
| Sunbelt Securities, Inc. | 9 | $1.97K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $1.97K | 0.00% | −1−10.0% | Reduced |
| Laurel Wealth Advisors LLC | 9 | $1.97K | 0.00% | +9 | New |
| Hantz Financial Services, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $2.19K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 11 | $2.40K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $2.62K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $2.84K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $3.00K | 0.00% | −71−85.5% | Reduced |
| Asset Dedication, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 14 | $3.06K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 16 | $3.50K | 0.00% | +16 | New |
| Sofos Investments, Inc. | 17 | $3.66K | 0.00% | +17 | Added |
| Rocky Mountain Advisers, LLC | 17 | $3.71K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 18 | $3.93K | 0.00% | +18 | New |
| Continuum Advisory, LLC | 20 | $4.12K | 0.00% | −914−97.9% | Reduced |
| Rothschild Investment LLC | 19 | $4.15K | 0.00% | −1−5.0% | Reduced |
| Baldwin Brothers Inc | 20 | $4.37K | 0.00% | −60−75.0% | Reduced |
| AdvisorNet Financial, Inc | 20 | $4.37K | 0.00% | −14−41.2% | Reduced |
| Arlington Trust Co LLC | 20 | $4.37K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 20 | $4.37K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $4.59K | 0.00% | −60−74.1% | Reduced |
| Private Wealth Management Group, LLC | 25 | $5.46K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 25 | $5.46K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 26 | $5.68K | 0.00% | +26 | New |
| Iron Horse Wealth Management, LLC | 26 | $5.68K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 29 | $6.33K | 0.00% | +29 | New |
| First United Bank Trust | 30 | $6.55K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 31 | $6.77K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $6.99K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 34 | $7.43K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 40 | $7.98K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 37 | $8.08K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $8.27K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $8.30K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 39 | $8.52K | 0.00% | −126−76.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 40 | $8.74K | 0.00% | −11−21.6% | Reduced |
| Raffa Wealth Management, LLC | 40 | $8.79K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 42 | $9.00K | 0.00% | +2+5.0% | Added |
| Capital Advisors, Ltd. LLC | 41 | $9.00K | 0.00% | +3+7.9% | Added |
| Sachetta, LLC | 40 | $9.09K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 44 | $9.61K | 0.00% | +44 | New |
| Cornerstone Planning Group LLC | 49 | $9.87K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 50 | $10.9K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $10.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $11.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 53 | $11.6K | 0.00% | −4−7.0% | Reduced |
| McClarren Financial Advisors, Inc. | 53 | $12.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 60 | $13.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 61 | $13.3K | 0.00% | −1−1.6% | Reduced |
| Riverview Trust Co | 62 | $13.5K | 0.01% | +62 | New |
| REAP Financial Group, LLC | 64 | $14.1K | 0.00% | +2+3.2% | Added |
| JFS Wealth Advisors, LLC | 68 | $14.8K | 0.00% | +23+51.1% | Added |
| Princeton Global Asset Management LLC | 68 | $14.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 70 | $15.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 72 | $15.7K | 0.01% | +37+105.7% | Added |
| Benjamin Edwards Inc | 75 | $16.0K | 0.00% | +75 | New |
| Smartleaf Asset Management LLC | 77 | $16.7K | 0.00% | +73+1,825.0% | Added |
| St Germain D J Co Inc | 77 | $16.8K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 80 | $17.5K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 80 | $17.5K | 0.02% | +80 | New |
| CNB Bank | 82 | $17.9K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 84 | $18.4K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 85 | $18.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 92 | $20.1K | 0.00% | +68+283.3% | Added |
| MCF Advisors LLC | 93 | $20.4K | 0.00% | +1+1.1% | Added |
| Old Second National Bank of Aurora | 100 | $21.8K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $21.8K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 100 | $21.8K | 0.00% | +1+1.0% | Added |
| Abound Wealth Management | 101 | $22.0K | 0.01% | +13+14.8% | Added |
| Frazier Financial Advisors, LLC | 103 | $22.5K | 0.02% | +3+3.0% | Added |
| Arrow Financial Corp | 110 | $24.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 117 | $25.6K | 0.01% | −28−19.3% | Reduced |
| Salomon & Ludwin, LLC | 120 | $26.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 121 | $26.4K | 0.00% | −10−7.6% | Reduced |
| South State Corp. | 125 | $27.3K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 125 | $27.3K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 127 | $27.7K | 0.00% | 00.0% | Unchanged |