| Migdal Insurance & Financial Holdings Ltd. | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Castleview Partners, LLC | 3 | $594 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 3 | $636 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5 | $990 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $990 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6 | $1.19K | 0.00% | +6 | New |
| Impact Partnership Wealth, LLC | 6 | $1.19K | 0.00% | −1,572−99.6% | Reduced |
| Tfo-TDC, LLC | 7 | $1.39K | 0.00% | −11−61.1% | Reduced |
| Iron Horse Wealth Management, LLC | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.58K | 0.00% | +8 | New |
| Core Alternative Capital | 10 | $1.98K | 0.00% | −105−91.3% | Reduced |
| Global Trust Asset Management, LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 13 | $2.26K | 0.00% | +13 | New |
| Global Assets Advisory, LLC | 455,866 | $2.28K | 0.10% | +455,866 | New |
| North Star Investment Management Corp. | 13 | $2.57K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 13 | $2.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $2.57K | 0.00% | +6+85.7% | Added |
| Semmax Financial Advisors Inc. | 15 | $2.63K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 14 | $2.77K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $2.77K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 14 | $2.78K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $3.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $3.31K | 0.00% | +19 | New |
| Cassady Schiller Wealth Management, LLC | 18 | $3.56K | 0.00% | +18 | New |
| Frazier Financial Advisors, LLC | 18 | $3.56K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 19 | $3.76K | 0.00% | +19 | New |
| Penserra Capital Management LLC | 21 | $4.00K | 0.00% | −1,118−98.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $4.16K | 0.00% | +5+31.3% | Added |
| Dunhill Financial, LLC | 21 | $4.23K | 0.00% | +3+16.7% | Added |
| Redmont Wealth Advisors LLC | 22 | $4.35K | 0.01% | +22 | New |
| Ancora Advisors, LLC | 23 | $4.64K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 24 | $4.75K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $4.75K | 0.00% | +1+4.3% | Added |
| Northwest Bank & Trust Co | 30 | $5.05K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 26 | $5.14K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 26 | $5.15K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 30 | $5.27K | 0.00% | +30 | New |
| RFP Financial Group LLC | 30 | $5.94K | 0.00% | −8−21.1% | Reduced |
| Valley National Advisers Inc | 34 | $6.00K | 0.00% | −162−82.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 32 | $6.33K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 32 | $6.35K | 0.00% | +3+10.3% | Added |
| Arrow Financial Corp | 35 | $6.93K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $7.00K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 37 | $7.27K | 0.00% | +5+15.6% | Added |
| West Paces Advisors Inc. | 38 | $7.52K | 0.00% | −25−39.7% | Reduced |
| Matrix Trust Co | 42 | $8.00K | 0.00% | +42 | New |
| DiNuzzo Private Wealth, Inc. | 41 | $8.11K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 45 | $9.00K | 0.00% | −30−40.0% | Reduced |
| Capital Advisors, Ltd. LLC | 47 | $9.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 46 | $9.10K | 0.00% | +2+4.5% | Added |
| St Germain D J Co Inc | 48 | $9.50K | 0.00% | −100−67.6% | Reduced |
| Tortoise Investment Management, LLC | 50 | $9.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 52 | $10.3K | 0.00% | −1−1.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 58 | $11.1K | 0.00% | +58 | New |
| Sachetta, LLC | 64 | $11.2K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 57 | $11.3K | 0.00% | +8+16.3% | Added |
| Verdad Advisers, LP | 59 | $11.7K | 0.01% | +59 | New |
| Tyler-Stone Wealth Management | 63 | $12.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 75 | $13.1K | 0.00% | +75 | New |
| Sunbelt Securities, Inc. | 69 | $13.6K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 70 | $13.9K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 69 | $14.0K | 0.01% | +1+1.5% | Added |
| Aspect Partners, LLC | 71 | $14.1K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 71 | $14.1K | 0.00% | +66+1,320.0% | Added |
| FIL Ltd | 73 | $14.4K | 0.00% | +13+21.7% | Added |
| Gables Capital Management Inc. | 75 | $14.8K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $14.8K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 75 | $14.8K | 0.00% | +75 | New |
| Harvest Fund Management Co., Ltd | 74 | $15.0K | 0.00% | −45−37.8% | Reduced |
| Financial Management Professionals, Inc. | 75 | $15.0K | 0.00% | +1+1.4% | Added |
| McIlrath & Eck, LLC | 80 | $15.8K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 103 | $15.9K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 82 | $16.3K | 0.01% | +56+215.4% | Added |
| Archer Investment Corp | 88 | $17.4K | 0.01% | +5+6.0% | Added |
| GW&K Investment Management, LLC | 92 | $18.0K | 0.00% | +16+21.1% | Added |
| Winch Advisory Services, LLC | 92 | $18.2K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 92 | $18.2K | 0.01% | +3+3.4% | Added |
| Sanctuary Wealth Management, L.L.C. | 93 | $18.4K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 98 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 100 | $19.8K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $19.8K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 100 | $19.8K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 105 | $20.8K | 0.02% | +18+20.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 105 | $20.8K | 0.00% | +102+3,400.0% | Added |
| Versant Capital Management, Inc | 106 | $21.0K | 0.01% | +47+79.7% | Added |
| Bell Investment Advisors, Inc | 106 | $21.0K | 0.00% | +3+2.9% | Added |
| Riverview Trust Co | 107 | $21.2K | 0.02% | +107 | New |
| Stone House Investment Management, LLC | 107 | $21.2K | 0.00% | +107 | New |
| Burkett Financial Services, LLC | 109 | $21.5K | 0.01% | +1+0.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 113 | $22.4K | 0.01% | +113 | New |
| First Horizon Advisors, Inc. | 116 | $23.0K | 0.00% | +6+5.5% | Added |
| Davis Capital Management | 115 | $23.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 116 | $23.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 119 | $23.5K | 0.01% | +7+6.3% | Added |
| Millburn Ridgefield Corp | 122 | $24.1K | 0.00% | −9−6.9% | Reduced |