| TFC Financial Management | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $69 | 0.00% | +1 | New |
| Truvestments Capital LLC | 1 | $69 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $206 | 0.00% | −2−40.0% | Reduced |
| Basecamp Wealth Advisors LLC | 3 | $207 | 0.00% | −6−66.7% | Reduced |
| HFM Investment Advisors, LLC | 3 | $207 | 0.00% | +1+50.0% | Added |
| Hughes Financial Services, LLC | 3 | $207 | 0.00% | +1+50.0% | Added |
| SBI Securities Co., Ltd. | 3 | $207 | 0.00% | +2+200.0% | Added |
| Investors Portfolio Services LLC | 5 | $313 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $345 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 6 | $414 | 0.00% | +6 | New |
| Sound Income Strategies, LLC | 8 | $546 | 0.00% | −45−84.9% | Reduced |
| Essential Partners LLC | 8 | $551 | 0.00% | −9−52.9% | Reduced |
| SJS Investment Consulting Inc. | 8 | $552 | 0.00% | +4+100.0% | Added |
| Westfuller Advisors, LLC | 9 | $610 | 0.00% | −8−47.1% | Reduced |
| Creative Financial Designs Inc | 9 | $620 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $620 | 0.00% | +9 | New |
| Torren Management, LLC | 10 | $689 | 0.00% | −420−97.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $759 | 0.00% | +2+22.2% | Added |
| Bell Investment Advisors, Inc | 12 | $828 | 0.00% | −27−69.2% | Reduced |
| Rialto Wealth Management, LLC | 12 | $828 | 0.00% | +2+20.0% | Added |
| Marquette Asset Management, LLC | 12 | $828 | 0.00% | +12 | New |
| Fortitude Family Office, LLC | 13 | $896 | 0.00% | −2−13.3% | Reduced |
| Cornerstone Financial Management LLC | 15 | $1.03K | 0.00% | +7+87.5% | Added |
| Retirement Wealth Solutions LLC | 16 | $1.10K | 0.00% | −32−66.7% | Reduced |
| Bogart Wealth, LLC | 17 | $1.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $1.38K | 0.00% | +20 | New |
| Raleigh Capital Management Inc. | 23 | $1.58K | 0.00% | +23 | New |
| Lloyd Advisory Services, LLC. | 24 | $1.65K | 0.00% | +24 | New |
| Kingdom Financial Group LLC. | 24 | $1.65K | 0.00% | +24 | New |
| Steward Partners Investment Advisory, LLC | 27 | $1.86K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 27 | $1.86K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 33 | $2.27K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 35 | $2.41K | 0.00% | −132−79.0% | Reduced |
| Root Financial Partners, LLC | 36 | $2.48K | 0.00% | −68−65.4% | Reduced |
| Farmers & Merchants Investments Inc | 37 | $2.55K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 39 | $2.69K | 0.00% | +15+62.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $3.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $3.17K | 0.00% | +3+7.0% | Added |
| Rossby Financial, LCC | 48 | $3.27K | 0.00% | +32+200.0% | Added |
| LRI Investments, LLC | 50 | $3.45K | 0.00% | −1−2.0% | Reduced |
| Owl Creek Wealth Partners LLC | 50 | $3.45K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 51 | $3.52K | 0.00% | +51 | New |
| Central Trust Co | 54 | $3.72K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 210 | $3.79K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 55 | $3.79K | 0.00% | −91−62.3% | Reduced |
| WPG Advisers, LLC | 58 | $4.00K | 0.00% | −43−42.6% | Reduced |
| Rothschild Investment LLC | 60 | $4.14K | 0.00% | +7+13.2% | Added |
| Cedar Mountain Advisors, LLC | 76 | $5.24K | 0.00% | +76 | New |
| Signature Equity Partners, LLC | 77 | $5.31K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 79 | $5.45K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 105 | $7.24K | 0.00% | −199−65.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 107 | $7.38K | 0.00% | +107 | New |
| Allworth Financial LP | 109 | $7.51K | 0.00% | +5+4.8% | Added |
| Keating Financial Advisory Services, Inc. | 118 | $8.13K | 0.00% | +5+4.4% | Added |
| Private Trust Co NA | 129 | $8.89K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 132 | $8.94K | 0.00% | −292−68.9% | Reduced |
| Mather Group, LLC. | 138 | $9.51K | 0.00% | +138 | New |
| Hantz Financial Services, Inc. | 139 | $10.0K | 0.00% | +57+69.5% | Added |
| Harbor Capital Advisors, Inc. | 147 | $10.0K | 0.00% | +85+137.1% | Added |
| Eastern Bank | 152 | $10.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 155 | $10.5K | 0.00% | +155 | New |
| Northwestern Mutual Wealth Management Co | 165 | $11.4K | 0.00% | +71+75.5% | Added |
| Kilter Group LLC | 167 | $11.5K | 0.00% | +81+94.2% | Added |
| Bare Financial Services, Inc | 169 | $11.6K | 0.00% | +79+87.8% | Added |
| Assetmark, Inc | 193 | $13.3K | 0.00% | +148+328.9% | Added |
| GHP Investment Advisors, Inc. | 202 | $13.9K | 0.00% | +2+1.0% | Added |
| RWM Asset Management, LLC | 215 | $14.8K | 0.00% | +215 | New |
| Crewe Advisors LLC | 228 | $15.7K | 0.00% | +80+54.1% | Added |
| Massmutual Trust Co FSB | 238 | $16.4K | 0.00% | −71−23.0% | Reduced |
| Versant Capital Management, Inc | 282 | $19.4K | 0.00% | +206+271.1% | Added |
| Harvest Fund Management Co., Ltd | 293 | $20.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 298 | $20.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 297 | $21.0K | 0.01% | −172−36.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 315 | $21.4K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 320 | $22.1K | 0.00% | +100+45.5% | Added |
| V-Square Quantitative Management LLC | 322 | $22.2K | 0.00% | +322 | New |
| Farther Finance Advisors, LLC | 327 | $22.3K | 0.00% | +37+12.8% | Added |
| IFP Advisors, Inc | 337 | $23.2K | 0.00% | +9+2.7% | Added |
| Parkside Financial Bank & Trust | 358 | $24.7K | 0.00% | +98+37.7% | Added |
| Nomura Asset Management Co Ltd | 370 | $25.5K | 0.00% | +370 | New |
| Valued Wealth Advisors LLC | 386 | $26.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 429 | $29.6K | 0.00% | −6−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 438 | $30.2K | 0.00% | −837−65.6% | Reduced |
| Parallel Advisors, LLC | 517 | $35.6K | 0.00% | +72+16.2% | Added |
| DekaBank Deutsche Girozentrale | 592 | $41.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 637 | $43.9K | 0.00% | −480−43.0% | Reduced |
| Kemnay Advisory Services Inc. | 677 | $46.7K | 0.01% | −259−27.7% | Reduced |
| Smartleaf Asset Management LLC | 706 | $48.5K | 0.00% | −1,074−60.3% | Reduced |
| National Bank of Canada | 731 | $50.3K | 0.00% | −34−4.4% | Reduced |
| Signaturefd, LLC | 744 | $51.3K | 0.00% | +511+219.3% | Added |
| Huntington National Bank | 760 | $52.4K | 0.00% | +33+4.5% | Added |
| GAMMA Investing LLC | 969 | $66.8K | 0.00% | −414−29.9% | Reduced |
| Anfield Capital Management, LLC | 1,000 | $68.9K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,107 | $76.3K | 0.00% | −6,106−84.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,107 | $76.3K | 0.00% | +1,107 | New |
| Bayforest Capital Ltd | 1,206 | $83.1K | 0.09% | −1,327−52.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,253 | $86.4K | 0.00% | +357+39.8% | Added |
| Globeflex Capital L P | 1,257 | $86.6K | 0.01% | 00.0% | Unchanged |
