| Modus Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Kelly Financial Services LLC | 78,188 | $394 | 0.02% | +77,794+19,744.7% | Added |
| WestEnd Advisors, LLC | – | $397 | 0.00% | – | New |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5 | $1.00K | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| James Investment Research Inc | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 26 | $5.00K | 0.00% | +26 | New |
| Paragon Wealth Strategies, LLC | 26 | $5.00K | 0.00% | +26 | New |
| PNC Managed Account Solutions, Inc. | 24 | $5.00K | 0.00% | +24 | New |
| Mizuho Securities Co. Ltd. | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 34 | $6.75K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 37 | $7.00K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 39 | $7.76K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 50 | $10.0K | 0.00% | −25−33.3% | Reduced |
| RPG Investment Advisory, LLC | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 50 | $10.0K | 0.01% | +50 | New |
| Activest Wealth Management | 49 | $10.0K | 0.01% | +49 | New |
| Bay Harbor Wealth Management, LLC | 57 | $11.0K | 0.00% | −88−60.7% | Reduced |
| Tucker Asset Management LLC | 56 | $11.1K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 61 | $12.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 60 | $12.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 60 | $12.0K | 0.01% | 00.0% | Unchanged |
| Harding Loevner LP | 64 | $13.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 71 | $14.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 75 | $14.9K | 0.01% | +75 | New |
| Ellis Investment Partners, LLC | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 80 | $16.0K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 80 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 80 | $16.0K | 0.01% | +1+1.3% | Added |
| Disciplined Investments, LLC | 88 | $17.0K | 0.01% | +81+1,157.1% | Added |
| Ritter Daniher Financial Advisory, LLC | 90 | $18.0K | 0.01% | −9−9.1% | Reduced |
| Clear Perspectives Financial Planning, LLC | 90 | $18.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 96 | $19.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 100 | $20.0K | 0.01% | −430−81.1% | Reduced |
| AllSquare Wealth Management LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 103 | $20.0K | 0.01% | +2+2.0% | Added |
| America First Investment Advisors, LLC | 106 | $21.0K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 110 | $22.0K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 111 | $22.0K | 0.01% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 116 | $23.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 117 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 117 | $23.0K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 118 | $23.0K | 0.02% | +3+2.6% | Added |
| Loomis Sayles & Co L P | 119 | $24.0K | 0.00% | +5+4.4% | Added |
| Bourgeon Capital Management LLC | 126 | $25.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 130 | $26.0K | 0.01% | −25−16.1% | Reduced |
| Green Harvest Asset Management LLC | 131 | $26.0K | 0.00% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 132 | $26.2K | 0.95% | +132 | New |
| McIlrath & Eck, LLC | 143 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 143 | $28.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 147 | $29.0K | 0.00% | +147 | New |
| IronBridge Private Wealth, LLC | 151 | $30.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 154 | $30.0K | 0.01% | +35+29.4% | Added |
| Resolute Partners Group | 152 | $30.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 154 | $31.0K | 0.03% | −29−15.8% | Reduced |
| Pin Oak Investment Advisors Inc | 161 | $32.0K | 0.03% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 159 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 165 | $33.0K | 0.01% | −31−15.8% | Reduced |
| Versant Capital Management, Inc | 171 | $34.0K | 0.01% | −208−54.9% | Reduced |
| Westside Investment Management, Inc. | 184 | $36.0K | 0.00% | +1+0.5% | Added |
| Anfield Capital Management, LLC | 185 | $37.0K | 0.01% | +185 | New |
| Newton One Investments LLC | 187 | $37.0K | 0.03% | +187 | New |
| Lake Point Wealth Management | 192 | $38.0K | 0.02% | +192 | New |
| American State Bank (Iowa) | 200 | $39.7K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 200 | $40.0K | 0.01% | −200−50.0% | Reduced |
| Park Circle Co | 200 | $40.0K | 0.03% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 200 | $40.0K | 0.02% | +70+53.8% | Added |
| Smith Asset Management Group LP | 200 | $40.0K | 0.00% | +200 | New |
| Cascade Investment Advisors, Inc. | 202 | $40.1K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 205 | $40.7K | 0.01% | +6+3.0% | Added |
| Benjamin Edwards Inc | 206 | $41.0K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 206 | $41.0K | 0.00% | +206 | New |
| Baron Financial Group, LLC | 215 | $42.7K | 0.03% | −75−25.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 221 | $44.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 226 | $44.0K | 0.02% | +226 | New |
| tru Independence LLC | 236 | $46.0K | 0.01% | +236 | New |
| McClarren Financial Advisors, Inc. | 238 | $47.0K | 0.04% | +1+0.4% | Added |
| Artemis Wealth Advisors, LLC | 249 | $49.0K | 0.01% | −112−31.0% | Reduced |
| Column Capital Advisors, LLC | 253 | $50.0K | 0.01% | −6−2.3% | Reduced |
| Kessler Investment Group, LLC | 250 | $50.0K | 0.04% | +50+25.0% | Added |
| Aua Capital Management, LLC | 255 | $51.0K | 0.03% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 264 | $52.0K | 0.01% | −2,609−90.8% | Reduced |
| Earnest Partners LLC | 260 | $52.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 266 | $53.0K | 0.04% | +13+5.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 280 | $55.6K | 0.07% | +110+64.7% | Added |
| Better Money Decisions, LLC | 281 | $56.0K | 0.05% | +84+42.6% | Added |
| Edge Wealth Management LLC | 290 | $57.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 285 | $57.0K | 0.02% | 00.0% | Unchanged |
| Newfound Research LLC | 289 | $57.0K | 0.11% | +70+32.0% | Added |
| Cypress Point Wealth Management, LLC | 300 | $60.0K | 0.04% | +200+200.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 307 | $61.0K | 0.01% | +307 | New |
| Harvest Fund Management Co., Ltd | 317 | $63.0K | 0.01% | +234+281.9% | Added |
| Heritage Wealth Management, LLC | 318 | $63.0K | 0.02% | +250+367.6% | Added |
| TSFG, LLC | 320 | $64.0K | 0.03% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 333 | $66.0K | 0.09% | 00.0% | Unchanged |
| Syverson Strege & Co | 335 | $67.0K | 0.06% | −300−47.2% | Reduced |
| Danda Trouve Investment Management, Inc. | 342 | $68.0K | 0.08% | 00.0% | Unchanged |