| SOA Wealth Advisors, LLC. | 1 | $143 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $428 | 0.00% | −1−25.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 3 | $428 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $428 | 0.00% | +3 | New |
| Rosenberg Matthew Hamilton | 6 | $855 | 0.00% | +6 | New |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6 | $1.00K | 0.00% | +6 | New |
| Lazard Asset Management LLC | 10 | $1.00K | 0.00% | +10 | New |
| Penserra Capital Management LLC | 8 | $1.00K | 0.00% | +8 | New |
| FWL Investment Management, LLC | 10 | $1.43K | 0.00% | +10 | New |
| Richard W. Paul & Associates, LLC | 10 | $1.43K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $1.43K | 0.00% | +1+11.1% | Added |
| Addison Advisors LLC | 11 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 12 | $1.71K | 0.00% | +12 | New |
| Focused Wealth Management, Inc | 13 | $1.86K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $2.00K | 0.00% | −2−12.5% | Reduced |
| SJS Investment Consulting Inc. | 16 | $2.28K | 0.00% | +9+128.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $2.85K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21 | $2.99K | 0.00% | +21 | New |
| Byrne Asset Management LLC | 22 | $3.13K | 0.00% | −2−8.3% | Reduced |
| My Personal CFO, LLC | 22 | $3.13K | 0.00% | +22 | New |
| Schubert & Co | 25 | $3.56K | 0.00% | −5−16.7% | Reduced |
| Piershale Financial Group, Inc. | 25 | $3.56K | 0.00% | +25 | New |
| Montag A & Associates Inc | 25 | $3.56K | 0.00% | +25 | New |
| Column Capital Advisors, LLC | 30 | $4.28K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 31 | $4.42K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 32 | $4.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 35 | $4.99K | 0.00% | +35 | New |
| Boulder Wealth Advisors, LLC | 37 | $5.00K | 0.00% | +37 | New |
| Tfo-TDC, LLC | 505 | $5.24K | 0.00% | +505 | New |
| Truvestments Capital LLC | 37 | $5.27K | 0.00% | +37 | New |
| Sutton Wealth Advisors Inc. | 40 | $5.70K | 0.00% | −1,122−96.6% | Reduced |
| EverSource Wealth Advisors, LLC | 42 | $5.99K | 0.00% | −12−22.2% | Reduced |
| HWG Holdings LP | 39 | $6.00K | 0.00% | −55−58.5% | Reduced |
| Baystate Wealth Management LLC | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 44 | $6.27K | 0.00% | −34,493−99.9% | Reduced |
| MV Capital Management, Inc. | 44 | $6.27K | 0.00% | −2−4.3% | Reduced |
| SRS Capital Advisors, Inc. | 47 | $6.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $6.70K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 53 | $6.75K | 0.00% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 50 | $7.00K | 0.01% | +50 | New |
| Raffa Wealth Management, LLC | 50 | $7.13K | 0.00% | −6−10.7% | Reduced |
| Aspire Private Capital, LLC | 58 | $8.27K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 61 | $8.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $9.00K | 0.00% | +7+12.7% | Added |
| Wellington Shields & Co., LLC | 65 | $9.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $9.83K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 80 | $11.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 143 | $11.2K | 0.12% | +16+12.6% | Added |
| Cutler Group LP | 87 | $12.0K | 0.00% | −3,509−97.6% | Reduced |
| Grove Bank & Trust | 90 | $13.0K | 0.00% | +90 | New |
| Farmers & Merchants Investments Inc | 92 | $13.1K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 94 | $13.4K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $14.0K | 0.01% | −100−50.0% | Reduced |
| Coston, McIsaac & Partners | 103 | $14.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 101 | $14.0K | 0.00% | +101 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $14.3K | 0.00% | +100 | New |
| Institutional & Family Asset Management, LLC | 113 | $16.1K | 0.00% | −5−4.2% | Reduced |
| TSFG, LLC | 122 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 124 | $17.7K | 0.01% | +124 | New |
| Trust Co of Vermont | 132 | $18.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 131 | $19.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 139 | $19.8K | 0.00% | +12+9.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 140 | $19.9K | 0.01% | +140 | New |
| Financial Management Professionals, Inc. | 143 | $20.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 145 | $20.7K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 146 | $20.8K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 144 | $21.0K | 0.00% | −2,146−93.7% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 150 | $21.0K | 0.18% | +150 | New |
| Whittier Trust Co of Nevada Inc | 150 | $21.4K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 155 | $22.1K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 158 | $22.5K | 0.01% | −17−9.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 160 | $23.0K | 0.02% | +75+88.2% | Added |
| Lowe Wealth Advisors, LLC | 174 | $24.8K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 176 | $25.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 170 | $25.5K | 0.01% | +170 | New |
| TCI Wealth Advisors, Inc. | 181 | $25.8K | 0.00% | +1+0.6% | Added |
| Glassman Wealth Services | 186 | $26.5K | 0.00% | +10+5.7% | Added |
| Carolinas Wealth Consulting LLC | 186 | $26.5K | 0.01% | +100+116.3% | Added |
| MinichMacGregor Wealth Management, LLC | 187 | $26.6K | 0.01% | +187 | New |
| Stonebridge Capital Advisors LLC | 200 | $28.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $28.5K | 0.00% | +200 | New |
| Coppell Advisory Solutions LLC | 200 | $28.5K | 0.01% | +200 | New |
| Coppell Advisory Solutions Corp. | 200 | $28.5K | 0.01% | +200 | New |
| Your Advocates Ltd., LLP | 206 | $29.4K | 0.02% | +206 | New |
| City Holding Co | 209 | $29.8K | 0.01% | −320−60.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 236 | $33.6K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 255 | $36.0K | 0.03% | 00.0% | Unchanged |
| Kepos Capital LP | 250 | $36.0K | 0.01% | +250 | New |
| Raleigh Capital Management Inc. | 254 | $36.2K | 0.02% | +180+243.2% | Added |
| Deseret Mutual Benefit Administrators | 259 | $36.9K | 0.02% | −214−45.2% | Reduced |
| Cyrus J. Lawrence, LLC | 288 | $41.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 300 | $42.8K | 0.00% | +148+97.4% | Added |
| Larson Financial Group LLC | 321 | $45.7K | 0.01% | −36−10.1% | Reduced |
| Motco | 322 | $45.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 326 | $46.5K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 326 | $46.5K | 0.00% | +326 | New |
| First Horizon Advisors, Inc. | 329 | $46.9K | 0.00% | −135−29.1% | Reduced |
| Solstein Capital, LLC | 348 | $49.6K | 0.04% | 00.0% | Unchanged |