| Kessler Investment Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 26 | $0 | 0.00% | +26 | New |
| Bellwether Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| CFS Investment Advisory Services, LLC | 12,736 | $0 | 0.00% | +12,736 | New |
| Robbins Farley LLC | 1 | $0 | 0.00% | +1 | New |
| Financial Perspectives, Inc | 1 | $375 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1 | $375 | 0.00% | +1 | New |
| Country Trust Bank | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| Western Pacific Wealth Management, LP | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Bray Capital Advisors | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Ulland Investment Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $1.50K | 0.00% | – | – |
| PEAK6 Investments LLC | 7 | $2.00K | 0.00% | −15,093−100.0% | Reduced |
| Cranbrook Wealth Management, LLC | 5 | $2.00K | 0.00% | −15−75.0% | Reduced |
| Perkins Coie Trust Co | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 8 | $3.00K | 0.00% | −24−75.0% | Reduced |
| South State Corp. | 7 | $3.00K | 0.00% | −10−58.8% | Reduced |
| Financial Connections Group, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 7 | $3.00K | 0.00% | +2+40.0% | Added |
| Lansing Street Advisors | 9 | $3.00K | 0.00% | +9 | New |
| Worth Asset Management, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Missouri Trust & Investment Co | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 11 | $4.00K | 0.00% | +11 | New |
| Atlas Capital Advisors LLC | 12 | $4.50K | 0.00% | 00.0% | Unchanged |
| Mar Vista Investment Partners LLC | 17 | $6.00K | 0.00% | −134,669−100.0% | Reduced |
| Morton Brown Family Wealth, LLC | 15 | $6.00K | 0.00% | −10−40.0% | Reduced |
| Lowe Wealth Advisors, LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 15 | $6.00K | 0.00% | −8−34.8% | Reduced |
| TFC Financial Management | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 17 | $6.00K | 0.01% | +9+112.5% | Added |
| Cordant, Inc. | 16 | $6.00K | 0.00% | +16 | New |
| Coastal Capital Group, Inc. | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $8.00K | 0.00% | +16+266.7% | Added |
| NewSquare Capital LLC | 25 | $9.00K | 0.00% | −7,025−99.6% | Reduced |
| Fortis Advisors, LLC | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 25 | $9.00K | 0.01% | 00.0% | Unchanged |
| Parkside Investments, LLC | 25 | $9.00K | 0.00% | +25 | New |
| Albion Financial Group | 26 | $10.0K | 0.00% | −16−38.1% | Reduced |
| Clear Perspectives Financial Planning, LLC | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 26 | $10.0K | 0.00% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 26 | $10.0K | 0.01% | +10+62.5% | Added |
| HWG Holdings LP | 30 | $11.0K | 0.01% | −4,231−99.3% | Reduced |
| Avondale Wealth Management | 30 | $11.0K | 0.01% | −198−86.8% | Reduced |
| RE Dickinson Investment Advisors, LLC | 30 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $11.0K | 0.00% | +1+3.4% | Added |
| GW&K Investment Management, LLC | 29 | $11.0K | 0.00% | +29 | New |
| John W. Brooker & Co., CPAs | 33 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 31 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 32 | $12.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 33 | $12.0K | 0.00% | +5+17.9% | Added |
| Newton One Investments LLC | 38 | $14.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 37 | $14.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 38 | $14.0K | 0.01% | +24+171.4% | Added |
| Horan Securities, Inc. | 38 | $14.0K | 0.01% | +35+1,166.7% | Added |
| Estabrook Capital Management | 38 | $14.2K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $15.0K | 0.00% | – | – |
| HBC Financial Services, PLLC | 250 | $16.0K | 0.01% | −62−19.9% | Reduced |
| Kelly Financial Services LLC | 46 | $17.2K | 0.01% | −33−41.8% | Reduced |
| Sawyer & Company, Inc | 49 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 48 | $18.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $18.7K | 0.01% | −1−2.0% | Reduced |
| Gs Investments, Inc. | 90 | $19.0K | 0.01% | +30+50.0% | Added |
| Raleigh Capital Management Inc. | 50 | $19.0K | 0.01% | −6−10.7% | Reduced |
| Baystate Wealth Management LLC | 52 | $19.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 51 | $19.0K | 0.00% | +51 | New |
| Freedman Financial Associates, Inc. | 50 | $20.0K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 56 | $21.0K | 0.00% | −390−87.4% | Reduced |
| Retirement Group, LLC | 57 | $21.0K | 0.01% | +18+46.2% | Added |
| Bivin & Associates, Inc. | 60 | $22.0K | 0.02% | −10−14.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 65 | $24.0K | 0.00% | −115−63.9% | Reduced |
| Accel Wealth Management | 65 | $24.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 65 | $24.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 64 | $24.0K | 0.01% | +31+93.9% | Added |
| Icapital Wealth LLC | 70 | $25.4K | 0.01% | +70 | New |
| DB Wealth Management Group, LLC | 70 | $26.0K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 70 | $27.0K | 0.02% | −110−61.1% | Reduced |
| Clear Investment Research, LLC | 73 | $27.0K | 0.05% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 71 | $27.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 72 | $27.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 74 | $28.0K | 0.02% | 00.0% | Unchanged |