| CFS Investment Advisory Services, LLC | 82,391 | $0 | 0.00% | +82,391 | New |
| AdvisorNet Financial, Inc | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| Tompkins Financial Corp | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Point72 Hong Kong Ltd | 1 | $1.00K | 0.00% | +1 | New |
| Financial Enhancement Group LLC | 1 | $1.00K | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $1.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.37K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1 | $1.37K | 0.00% | +1 | New |
| West Paces Advisors Inc. | 1 | $1.37K | 0.00% | +1 | New |
| Bellwether Advisors, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 2 | $3.00K | 0.00% | +2 | New |
| Disciplined Investments, LLC | 2 | $3.00K | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $3.00K | 0.00% | +2 | New |
| Jones Financial Companies LLLP | 3 | $4.00K | 0.00% | −1−25.0% | Reduced |
| Sierra Capital LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 3 | $4.00K | 0.00% | +3 | New |
| JJJ Advisors Inc. | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 4 | $5.00K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $5.00K | 0.00% | +3+300.0% | Added |
| Hartford Financial Management Inc. | 4 | $5.00K | 0.00% | +4 | New |
| Moisand Fitzgerald Tamayo, LLC | 4 | $5.00K | 0.00% | +4 | New |
| Sageworth Trust Co of South Dakota | 5 | $7.00K | 0.01% | −28−84.8% | Reduced |
| Creative Financial Designs Inc | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $7.00K | 0.00% | +2+66.7% | Added |
| MCF Advisors LLC | 7 | $10.0K | 0.00% | +7 | New |
| FinTrust Capital Advisors, LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $12.0K | 0.00% | +2+28.6% | Added |
| Parkside Financial Bank & Trust | 9 | $12.0K | 0.00% | +4+80.0% | Added |
| Earnest Partners LLC | 10 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 10 | $14.0K | 0.00% | +10 | New |
| Harbor Investment Advisory, LLC | 11 | $15.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 11 | $15.0K | 0.00% | +11 | New |
| Aaron Wealth Advisors | 20,597 | $15.0K | 0.00% | +20,597 | New |
| Newbridge Financial Services Group, Inc. | 12 | $16.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 12 | $16.0K | 0.00% | +6+100.0% | Added |
| Koshinski Asset Management, Inc. | 13 | $17.9K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 13 | $18.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 14 | $19.0K | 0.00% | −23−62.2% | Reduced |
| Massmutual Trust Co FSB | 14 | $19.0K | 0.00% | +2+16.7% | Added |
| Rockbridge Investment Management, LCC | 15 | $20.6K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 16 | $22.0K | 0.00% | −1−5.9% | Reduced |
| Riverview Trust Co | 16 | $22.0K | 0.02% | +16 | New |
| Clearstead Advisors, LLC | 17 | $23.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 17 | $23.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 17 | $23.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $23.0K | 0.01% | +2+13.3% | Added |
| TCWP LLC | 18 | $24.0K | 0.00% | +18 | New |
| TCI Wealth Advisors, Inc. | 22 | $30.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 23 | $32.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 24 | $33.0K | 0.01% | +7+41.2% | Added |
| Glassman Wealth Services | 28 | $38.0K | 0.01% | −2−6.7% | Reduced |
| Global Retirement Partners, LLC | 31 | $38.0K | 0.00% | +31 | New |
| Whittier Trust Co of Nevada Inc | 30 | $41.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 30 | $41.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 31 | $43.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 37 | $51.0K | 0.01% | +7+23.3% | Added |
| Alpha Paradigm Partners, LLC | 38 | $52.0K | 0.02% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 26 | $52.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $54.0K | 0.01% | −5−11.4% | Reduced |
| McCarthy Asset Management, Inc. | 40 | $55.0K | 0.04% | −7−14.9% | Reduced |
| San Luis Wealth Advisors LLC | 35 | $59.0K | 0.03% | +35 | New |
| Fred Alger Management, LLC | 49 | $67.0K | 0.00% | −35−41.7% | Reduced |
| Dougherty Wealth Advisers LLC | 49 | $67.0K | 0.10% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 50 | $69.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 51 | $70.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 54 | $74.2K | 0.00% | −59−52.2% | Reduced |
| First Horizon Advisors, Inc. | 59 | $81.0K | 0.00% | −59−50.0% | Reduced |
| Trustcore Financial Services, LLC | 59 | $81.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 67 | $92.0K | 0.01% | −31−31.6% | Reduced |
| Altshuler Shaham Ltd | 69 | $95.0K | 0.00% | −11−13.8% | Reduced |
| Anchor Investment Management, LLC | 75 | $103.0K | 0.01% | −130−63.4% | Reduced |
| SRS Capital Advisors, Inc. | 75 | $103.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 282 | $109.0K | 0.00% | +181+179.2% | Added |
| Gemmer Asset Management LLC | 82 | $112.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 84 | $114.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 83 | $114.0K | 0.03% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 84 | $115.0K | 0.03% | 00.0% | Unchanged |
| Newfound Research LLC | 86 | $118.0K | 0.15% | +39+83.0% | Added |
| SG Americas Securities, LLC | 94 | $129.0K | 0.00% | −2,949−96.9% | Reduced |
| US Asset Management LLC | 101 | $139.0K | 0.13% | +101 | New |
| Covestor Ltd | 101 | $140.0K | 0.10% | +46+83.6% | Added |
| Prospera Financial Services Inc | 105 | $144.0K | 0.01% | +105 | New |
| Huntington National Bank | 106 | $146.0K | 0.00% | −3−2.8% | Reduced |
| TFC Financial Management | 106 | $146.0K | 0.04% | 00.0% | Unchanged |