| TFC Financial Management | 1 | $158 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $158 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1 | $158 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $158 | 0.00% | +1 | New |
| Park Square Financial Group, LLC | 1 | $158 | 0.00% | +1 | New |
| NBC Securities, Inc. | 1 | $245 | 0.02% | −1,550−99.9% | Reduced |
| Financial Management Professionals, Inc. | 2 | $316 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $316 | 0.00% | +2 | New |
| Aventura Private Wealth, LLC | 2 | $316 | 0.00% | +2 | New |
| Transce3nd, LLC | 2 | $326 | 0.00% | +2 | New |
| Legacy Investment Solutions, LLC | 3 | $455 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3 | $455 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $474 | 0.00% | +3 | New |
| Winch Advisory Services, LLC | 4 | $632 | 0.00% | +4 | New |
| MPWM Advisory Solutions, LLC | 4 | $632 | 0.00% | +4 | New |
| Bokf, NA | 5 | $752 | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 5 | $790 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $790 | 0.00% | +2+66.7% | Added |
| MV Capital Management, Inc. | 5 | $790 | 0.00% | +3+150.0% | Added |
| Laurel Wealth Advisors LLC | 6 | $948 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8 | $1.20K | 0.00% | −3−27.3% | Reduced |
| True Wealth Design, LLC | 8 | $1.26K | 0.00% | −175−95.6% | Reduced |
| Glen Eagle Advisors, LLC | 9 | $1.38K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 9 | $1.42K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $1.58K | 0.00% | −2−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $1.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $2.05K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $2.37K | 0.00% | −6−28.6% | Reduced |
| IFP Advisors, Inc | 15 | $2.42K | 0.00% | +6+66.7% | Added |
| Caitong International Asset Management Co., Ltd | 16 | $2.53K | 0.00% | +16 | New |
| Hexagon Capital Partners LLC | 18 | $2.84K | 0.00% | +12+200.0% | Added |
| Continuum Advisory, LLC | 19 | $3.00K | 0.00% | +15+375.0% | Added |
| Versant Capital Management, Inc | 19 | $3.00K | 0.00% | +19 | New |
| Harbor Investment Advisory, LLC | 20 | $3.16K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 20 | $3.16K | 0.00% | +20 | New |
| High Note Wealth, LLC | 22 | $3.48K | 0.00% | +22 | New |
| Bruce G. Allen Investments, LLC | 23 | $3.63K | 0.00% | −1−4.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24 | $3.86K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 25 | $3.95K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 29 | $4.49K | 0.00% | −17−37.0% | Reduced |
| Demars Financial Group, LLC | 773,737 | $4.90K | 0.16% | +768,934+16,009.5% | Added |
| Whipplewood Advisors, LLC | 33 | $5.21K | 0.00% | +33 | New |
| Lindbrook Capital, LLC | 35 | $5.53K | 0.00% | +4+12.9% | Added |
| Exchange Traded Concepts, LLC | 36 | $5.69K | 0.00% | +36 | New |
| Mather Group, LLC. | 43 | $6.79K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 46 | $7.00K | 0.00% | +14+43.8% | Added |
| Asset Dedication, LLC | 45 | $7.11K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 47 | $7.38K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 50 | $7.90K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 51 | $8.06K | 0.01% | +51 | New |
| Rosenberg Matthew Hamilton | 52 | $8.21K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 54 | $8.53K | 0.00% | −2−3.6% | Reduced |
| TCTC Holdings, LLC | 56 | $8.85K | 0.00% | +56 | New |
| Colonial Trust Co | 56 | $8.85K | 0.00% | +56 | New |
| EverSource Wealth Advisors, LLC | 57 | $9.07K | 0.00% | +6+11.8% | Added |
| Key Financial Inc | 61 | $9.64K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 64 | $10.1K | 0.00% | +49+326.7% | Added |
| Private Trust Co NA | 64 | $10.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 65 | $10.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $10.3K | 0.00% | −6−8.5% | Reduced |
| ZRC Wealth Management, LLC | 70 | $11.1K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 86 | $13.6K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 87 | $13.7K | 0.01% | +1+1.2% | Added |
| Quent Capital, LLC | 88 | $13.9K | 0.00% | +2+2.3% | Added |
| TD Waterhouse Canada Inc. | 95 | $15.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 96 | $15.2K | 0.00% | +70+269.2% | Added |
| Financial Perspectives, Inc | 100 | $15.8K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $17.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 112 | $18.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 115 | $18.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 137 | $21.6K | 0.02% | +137 | New |
| Fedenia Advisers LLC | 148 | $23.4K | 0.01% | +148 | New |
| Old Second National Bank of Aurora | 150 | $23.7K | 0.01% | −140−48.3% | Reduced |
| Altshuler Shaham Ltd | 150 | $23.7K | 0.00% | +150 | New |
| Retirement Wealth Solutions LLC | 158 | $23.7K | 0.02% | +158 | New |
| Skopos Labs, Inc. | 152 | $24.0K | 0.01% | +1+0.7% | Added |
| CIBC Private Wealth Group, LLC | 156 | $24.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 158 | $25.0K | 0.00% | +158 | New |
| GPS Wealth Strategies Group, LLC | 159 | $25.1K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 160 | $25.3K | 0.00% | +45+39.1% | Added |
| Whittier Trust Co | 162 | $25.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 165 | $26.1K | 0.01% | −75−31.3% | Reduced |
| Principal Securities, Inc. | 168 | $26.5K | 0.00% | +6+3.7% | Added |
| Proequities, Inc. | 175 | $27.1K | 0.00% | +4+2.3% | Added |
| Bryn Mawr Trust Co | 200 | $31.6K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 210 | $33.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 215 | $33.8K | 0.00% | −44−17.0% | Reduced |
| Lavaca Capital LLC | 224 | $35.4K | 0.02% | +224 | New |
| Quarry LP | 235 | $37.1K | 0.01% | −392−62.5% | Reduced |
| First Horizon Advisors, Inc. | 247 | $39.1K | 0.00% | −151−37.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 250 | $39.5K | 0.00% | −11−4.2% | Reduced |
| Quadrant Capital Group LLC | 266 | $42.0K | 0.00% | −37−12.2% | Reduced |
| Geneos Wealth Management Inc. | 273 | $43.1K | 0.00% | −6−2.2% | Reduced |
| Wintrust Investments LLC | 278 | $44.0K | 0.04% | 00.0% | Unchanged |
| Amundi | 284 | $44.7K | 0.00% | −322−53.1% | Reduced |
| Global Financial Private Client, LLC | 310 | $49.0K | 0.02% | −3,729−92.3% | Reduced |
| Umb Bank N A | 318 | $50.2K | 0.00% | +24+8.2% | Added |
| Nomura Asset Management Co Ltd | 350 | $55.3K | 0.00% | 00.0% | Unchanged |