| CFS Investment Advisory Services, LLC | 82,436 | $0 | 0.00% | +82,436 | New |
| Global Financial Private Client, LLC | 2 | $557 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 5 | $1.00K | 0.00% | −39−88.6% | Reduced |
| Sageworth Trust Co of South Dakota | 5 | $1.00K | 0.00% | −28−84.8% | Reduced |
| HWG Holdings LP | 3 | $1.00K | 0.00% | −13−81.3% | Reduced |
| Macroview Investment Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 4 | $1.00K | 0.00% | +4 | New |
| Private Ocean, LLC | 2 | $1.00K | 0.00% | +2 | New |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 2 | $1.00K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Bellwether Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Versant Capital Management, Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 7 | $2.00K | 0.00% | +7 | New |
| West Paces Advisors Inc. | 8 | $2.39K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $4.00K | 0.00% | +12 | New |
| Loomis Sayles & Co L P | 18 | $5.00K | 0.00% | −442−96.1% | Reduced |
| Jones Financial Companies LLLP | 18 | $5.00K | 0.00% | −27−60.0% | Reduced |
| Financial Management Professionals, Inc. | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17 | $5.00K | 0.00% | +17 | New |
| Harbor Investment Advisory, LLC | 16 | $5.00K | 0.00% | +16 | New |
| Core Alternative Capital | 17 | $5.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 17 | $5.08K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 19 | $6.00K | 0.00% | −608−97.0% | Reduced |
| Bedel Financial Consulting, Inc. | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 22 | $7.00K | 0.00% | +16+266.7% | Added |
| Cordant, Inc. | 25 | $7.00K | 0.00% | +25 | New |
| Larson Financial Group LLC | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 28 | $9.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $9.00K | 0.00% | +15+100.0% | Added |
| Sutton Wealth Advisors Inc. | 33 | $9.86K | 0.00% | +6+22.2% | Added |
| Trustcore Financial Services, LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 33 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 35 | $10.0K | 0.01% | +35 | New |
| PYA Waltman Capital, LLC | 38 | $11.0K | 0.01% | −277−87.9% | Reduced |
| Evoke Wealth, LLC | 36 | $11.0K | 0.00% | +24+200.0% | Added |
| FinTrust Capital Advisors, LLC | 45 | $13.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 46 | $14.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 46 | $14.0K | 0.00% | +6+15.0% | Added |
| Hanseatic Management Services Inc | 50 | $15.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 51 | $15.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $15.0K | 0.00% | +8+19.0% | Added |
| TD Ameritrade Investment Management, LLC | 55 | $16.0K | 0.00% | −7−11.3% | Reduced |
| Zions Bancorporation, N.A. | 52 | $16.0K | 0.00% | +14+36.8% | Added |
| Sargent Bickham Lagudis LLC | 58 | $17.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 61 | $18.0K | 0.00% | −1−1.6% | Reduced |
| State of Wyoming | 65 | $19.0K | 0.01% | −330−83.5% | Reduced |
| Glassman Wealth Services | 63 | $19.0K | 0.00% | +7+12.5% | Added |
| SJS Investment Consulting Inc. | 70 | $21.0K | 0.01% | −150−68.2% | Reduced |
| American National Bank | 71 | $21.0K | 0.00% | +29+69.0% | Added |
| Heritage Wealth Management, LLC | 70 | $21.0K | 0.01% | +70 | New |
| Valley National Advisers Inc | 75 | $23.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 80 | $24.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 79 | $24.0K | 0.00% | +79 | New |
| Rise Advisors, LLC | 83 | $25.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 85 | $25.4K | 0.00% | +85 | New |
| Earnest Partners LLC | 88 | $26.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 88 | $26.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 89 | $26.0K | 0.00% | +89 | New |
| Charter Oak Capital Management, LLC | 90 | $27.0K | 0.00% | +90 | New |
| KB Financial Partners, LLC | 95 | $28.0K | 0.01% | −108−53.2% | Reduced |
| HC Financial Advisors Inc | 102 | $30.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 105 | $31.0K | 0.00% | −848−89.0% | Reduced |
| CVA Family Office, LLC | 105 | $31.0K | 0.01% | +25+31.3% | Added |
| SRS Capital Advisors, Inc. | 110 | $33.0K | 0.00% | −73−39.9% | Reduced |
| Operose Advisors LLC | 110 | $33.0K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 112 | $33.0K | 0.00% | +9+8.7% | Added |
| GPS Wealth Strategies Group, LLC | 118 | $35.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 116 | $35.0K | 0.01% | +4+3.6% | Added |
| Parkside Financial Bank & Trust | 117 | $35.0K | 0.01% | +18+18.2% | Added |
| Salem Investment Counselors Inc | 125 | $37.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 127 | $38.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 128 | $38.0K | 0.01% | +9+7.6% | Added |
| TD Waterhouse Canada Inc. | 137 | $38.2K | 0.00% | −19,917−99.3% | Reduced |
| Emerald Advisers, LLC | 130 | $39.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 132 | $39.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 134 | $40.0K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 135 | $40.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 141 | $42.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 144 | $43.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 150 | $45.0K | 0.02% | +25+20.0% | Added |
| Disciplina Capital Management LLC | 153 | $45.6K | 0.01% | +1+0.7% | Added |
| NuWave Investment Management, LLC | 159 | $47.0K | 0.06% | +159 | New |
| Fieldpoint Private Securities, LLC | 161 | $48.0K | 0.01% | −35−17.9% | Reduced |
| Lindbrook Capital, LLC | 161 | $48.0K | 0.01% | +21+15.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 168 | $50.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 166 | $50.0K | 0.00% | +166 | New |
| Ellevest, Inc. | 171 | $51.0K | 0.00% | +103+151.5% | Added |