| Dogwood Wealth Management LLC | 0 | $12 | 0.00% | 0 | New |
| Spectrum Wealth Counsel, LLC | 1 | $155 | 0.00% | +1 | New |
| TD Capital Management LLC | 4 | $619 | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 4 | $619 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 5 | $774 | 0.00% | +5 | New |
| Long Island Wealth Management, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Gordian Capital Singapore Pte Ltd | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 8 | $1.26K | 0.00% | −122−93.8% | Reduced |
| Cranbrook Wealth Management, LLC | 9 | $1.33K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 9 | $1.39K | 0.00% | −95−91.3% | Reduced |
| USA Financial Portformulas Corp | 9 | $1.39K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $1.55K | 0.00% | +5+100.0% | Added |
| Fairman Group, LLC | 10 | $1.55K | 0.00% | +10 | New |
| Archer Investment Corp | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 11 | $1.70K | 0.00% | +6+120.0% | Added |
| Nalls Sherbakoff Group, LLC | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 13 | $2.01K | 0.00% | +13 | New |
| Tortoise Investment Management, LLC | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.48K | 0.00% | −5−23.8% | Reduced |
| ClariVest Asset Management LLC | 16 | $2.48K | 0.00% | +12+300.0% | Added |
| POM Investment Strategies, LLC | 16 | $2.48K | 0.00% | +16 | New |
| Northwest Capital Management Inc | 17 | $2.63K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 23 | $2.82K | 0.00% | +23 | New |
| Vaughan Nelson Investment Management, L.P. | 20 | $3.00K | 0.00% | +20 | New |
| Arlington Trust Co LLC | 20 | $3.10K | 0.00% | −846−97.7% | Reduced |
| Wolff Wiese Magana LLC | 20 | $3.10K | 0.00% | +10+100.0% | Added |
| Princeton Global Asset Management LLC | 20 | $3.10K | 0.00% | +20 | New |
| Credential Qtrade Securities Inc. | 21 | $3.25K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 21 | $3.25K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 21 | $3.25K | 0.00% | +21 | New |
| Kapitalo Investimentos Ltda | 22 | $3.41K | 0.00% | +22 | New |
| Exchange Traded Concepts, LLC | 24 | $3.72K | 0.00% | +4+20.0% | Added |
| Signature Resources Capital Management, LLC | 24 | $3.72K | 0.00% | +24 | New |
| Trifecta Capital Advisors, LLC | 27 | $4.18K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 28 | $4.34K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 28 | $4.34K | 0.00% | +28 | New |
| Focused Wealth Management, Inc | 30 | $4.65K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 31 | $4.80K | 0.00% | +31 | New |
| Avion Wealth | 34 | $5.00K | 0.00% | +30+750.0% | Added |
| Frank, Rimerman Advisors LLC | 37 | $5.73K | 0.00% | +37 | New |
| Armstrong Advisory Group, Inc | 37 | $5.73K | 0.00% | −69−65.1% | Reduced |
| Mascoma Wealth Management LLC | 38 | $5.88K | 0.00% | −20−34.5% | Reduced |
| PSI Advisors, LLC | 38 | $5.88K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 40 | $6.00K | 0.00% | −16−28.6% | Reduced |
| Pineridge Advisors LLC | 40 | $6.19K | 0.00% | +40 | New |
| McIlrath & Eck, LLC | 43 | $6.66K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 44 | $6.81K | 0.00% | +1+2.3% | Added |
| AllSquare Wealth Management LLC | 50 | $7.74K | 0.00% | −50−50.0% | Reduced |
| HHM Wealth Advisors, LLC | 50 | $7.74K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 50 | $7.74K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 55 | $8.52K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 55 | $8.52K | 0.00% | +55 | New |
| Indiana Trust & Investment Management CO | 58 | $8.98K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 59 | $9.14K | 0.01% | +59 | New |
| ICA Group Wealth Management, LLC | 62 | $9.60K | 0.00% | +62 | New |
| Voisard Asset Management Group, Inc. | 62 | $9.60K | 0.01% | +62 | New |
| Rockbridge Investment Management, LCC | 63 | $9.76K | 0.00% | +63 | New |
| Tradition Wealth Management, LLC | 65 | $10.0K | 0.00% | −5−7.1% | Reduced |
| 1832 Asset Management L.P. | 67 | $10.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 69 | $10.7K | 0.00% | +69 | New |
| Lee Financial Co | 69 | $10.7K | 0.00% | +21+43.8% | Added |
| Addison Advisors LLC | 71 | $11.0K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 79 | $12.2K | 0.00% | +79 | New |
| Beacon Capital Management, LLC | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 83 | $12.9K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 85 | $13.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 89 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 95 | $14.7K | 0.00% | −1,710−94.7% | Reduced |
| Raffa Wealth Management, LLC | 96 | $14.9K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 96 | $14.9K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 101 | $15.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $15.5K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 105 | $16.3K | 0.02% | +105 | New |
| Plato Investment Management Ltd | 107 | $16.6K | 0.02% | +107 | New |
| Richard W. Paul & Associates, LLC | 112 | $17.3K | 0.01% | −30−21.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 120 | $18.6K | 0.01% | 00.0% | Unchanged |
| American National Bank | 120 | $18.6K | 0.00% | +120 | New |
| JJJ Advisors Inc. | 122 | $18.9K | 0.00% | +39+47.0% | Added |
| Bromfield Sneider Wealth Advisors | 123 | $19.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 124 | $19.2K | 0.01% | +124 | New |
| NVWM, LLC | 125 | $19.4K | 0.01% | 00.0% | Unchanged |
| Able Wealth Management LLC | 125 | $19.4K | 0.02% | +125 | New |
| GW&K Investment Management, LLC | 130 | $20.0K | 0.00% | +3+2.4% | Added |
| Financial Connections Group, Inc. | 131 | $20.0K | 0.01% | +131 | New |
| ORG Partners LLC | 139 | $21.5K | 0.00% | −22−13.7% | Reduced |
| Financial Perspectives, Inc | 142 | $22.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 143 | $22.2K | 0.01% | −6−4.0% | Reduced |
| Cape Investment Advisory, Inc. | 147 | $22.8K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 149 | $23.1K | 0.00% | +59+65.6% | Added |
| Sittner & Nelson, LLC | 150 | $23.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 150 | $23.2K | 0.01% | +150 | New |
| Anchor Investment Management, LLC | 153 | $23.7K | 0.00% | −4−2.5% | Reduced |
| BKM Wealth Management, LLC | 154 | $23.8K | 0.01% | +154 | New |
| Country Trust Bank | 156 | $24.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 167 | $25.9K | 0.01% | −22−11.6% | Reduced |
| Bray Capital Advisors | 167 | $25.9K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 167 | $25.9K | 0.02% | +105+169.4% | Added |
| Tennessee Valley Asset Management Partners | 170 | $26.3K | 0.01% | +170 | New |