| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 1 | $151 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $151 | 0.00% | +1 | New |
| NVWM, LLC | 2 | $301 | 0.00% | −2−50.0% | Reduced |
| Strengthening Families & Communities, LLC | 3 | $451 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 3 | $483 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5 | $751 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $752 | 0.00% | +5 | New |
| Transcendent Capital Group LLC | 6 | $902 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 7 | $1.05K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $1.20K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.47K | 0.00% | +3+42.9% | Added |
| Global Trust Asset Management, LLC | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 12 | $1.76K | 0.00% | −65−84.4% | Reduced |
| North Star Investment Management Corp. | 13 | $1.95K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 13 | $1.96K | 0.00% | −5−27.8% | Reduced |
| True Wealth Design, LLC | 13 | $1.96K | 0.00% | −4−23.5% | Reduced |
| Flaharty Asset Management, LLC | 13 | $1.98K | 0.00% | +13 | New |
| Kozak & Associates, Inc. | 13 | $2.02K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 14 | $2.10K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $2.10K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 14 | $2.11K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 15 | $2.26K | 0.00% | +15 | New |
| Semmax Financial Advisors Inc. | 15 | $2.35K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $2.41K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 18 | $2.71K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 18 | $2.71K | 0.00% | +18 | New |
| Capital Performance Advisors LLP | 18 | $2.71K | 0.00% | +18 | New |
| Legacy Investment Solutions, LLC | 18 | $2.74K | 0.00% | +18 | New |
| Legacy Wealth Managment, LLC | 18 | $2.74K | 0.00% | +18 | New |
| Westend Capital Management, LLC | 19 | $2.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 23 | $3.00K | 0.00% | −34−59.6% | Reduced |
| Penserra Capital Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $3.46K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $3.61K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 26 | $3.91K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $4.08K | 0.00% | −60−69.0% | Reduced |
| Northwest Bank & Trust Co | 30 | $4.51K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 30 | $4.64K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 31 | $4.66K | 0.00% | −77−71.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 32 | $4.81K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $5.11K | 0.00% | −10−22.7% | Reduced |
| Arrow Financial Corp | 35 | $5.26K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 34 | $6.00K | 0.00% | +30+750.0% | Added |
| Stephenson National Bank & Trust | 42 | $6.31K | 0.00% | +42 | New |
| Planning Capital Management Corp | 43 | $6.53K | 0.00% | +43 | New |
| Golden State Equity Partners | 45 | $6.76K | 0.00% | −3,304−98.7% | Reduced |
| Park Place Capital Corp | 46 | $6.92K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 47 | $7.07K | 0.00% | +26+123.8% | Added |
| Raleigh Capital Management Inc. | 49 | $7.39K | 0.00% | −1,122−95.8% | Reduced |
| Tompkins Financial Corp | 50 | $7.52K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 51 | $7.64K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 51 | $7.67K | 0.00% | −4−7.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $7.84K | 0.00% | −3−5.5% | Reduced |
| Dunhill Financial, LLC | 53 | $7.92K | 0.00% | +27+103.8% | Added |
| IMA Wealth, Inc. | 53 | $8.00K | 0.00% | +53 | New |
| Clear Street Markets LLC | 52 | $8.00K | 0.01% | +52 | New |
| Chilton Capital Management LLC | 69 | $10.4K | 0.00% | −65−48.5% | Reduced |
| Solstein Capital, LLC | 70 | $10.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 71 | $10.7K | 0.00% | −500−87.6% | Reduced |
| Financial Management Professionals, Inc. | 71 | $11.0K | 0.00% | −3−4.1% | Reduced |
| Tidemark, LLC | 75 | $11.3K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 75 | $11.3K | 0.00% | +75 | New |
| Archer Investment Corp | 78 | $11.7K | 0.00% | −10−11.4% | Reduced |
| First Horizon Advisors, Inc. | 79 | $11.9K | 0.00% | +14+21.5% | Added |
| 1620 Investment Advisors, Inc. | 79 | $11.9K | 0.01% | +3+3.9% | Added |
| C M Bidwell & Associates Ltd | 81 | $12.2K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 88 | $13.2K | 0.01% | +17+23.9% | Added |
| McIlrath & Eck, LLC | 92 | $13.8K | 0.00% | +12+15.0% | Added |
| Sachetta, LLC | 92 | $13.9K | 0.01% | +15+19.5% | Added |
| Winch Advisory Services, LLC | 92 | $13.9K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 93 | $14.0K | 0.00% | −185−66.5% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 93 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $14.4K | 0.00% | −6−5.9% | Reduced |
| Loomis Sayles & Co L P | 100 | $15.0K | 0.00% | −1,610−94.2% | Reduced |
| GW&K Investment Management, LLC | 102 | $15.0K | 0.00% | −9−8.1% | Reduced |
| Cedar Wealth Management, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 101 | $15.2K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 102 | $15.4K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 103 | $15.5K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 103 | $15.5K | 0.01% | +3+3.0% | Added |
| Integrated Investment Consultants, LLC | 11,882 | $15.8K | 0.00% | +11,882 | New |
| Stone House Investment Management, LLC | 107 | $16.1K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 110 | $16.5K | 0.01% | +1+0.9% | Added |
| Creekmur Asset Management LLC | 110 | $16.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 110 | $16.6K | 0.01% | −9−7.6% | Reduced |
| Prestige Wealth Management Group LLC | 112 | $16.9K | 0.00% | −4−3.4% | Reduced |
| Riverview Trust Co | 113 | $17.0K | 0.01% | +6+5.6% | Added |
| Davis Capital Management | 115 | $17.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 123 | $18.6K | 0.00% | +100+434.8% | Added |
| Rise Advisors, LLC | 135 | $20.3K | 0.01% | +1+0.7% | Added |
| Matrix Trust Co | 143 | $21.0K | 0.00% | +49+52.1% | Added |
| Central Pacific Bank - Trust Division | 141 | $21.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 141 | $21.2K | 0.00% | +4+2.9% | Added |