| Global Assets Advisory, LLC | 37,093 | $67 | 0.00% | +37,093 | New |
| ClariVest Asset Management LLC | 1 | $559 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $561 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $561 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $561 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $561 | 0.00% | +1 | New |
| Center for Financial Planning, Inc. | 1 | $561 | 0.00% | +1 | New |
| Valley National Advisers Inc | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| McClarren Financial Advisors, Inc. | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 2 | $1.12K | 0.00% | +1+100.0% | Added |
| North Star Investment Management Corp. | 3 | $1.68K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4 | $2.24K | 0.00% | +4 | New |
| MCF Advisors LLC | 4 | $2.24K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $2.24K | 0.00% | +4 | New |
| American Capital Advisory, LLC | 6 | $2.65K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 5 | $2.80K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 5 | $2.80K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $2.80K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 5 | $2.81K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $3.00K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 5 | $3.00K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $3.37K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $3.37K | 0.00% | +1+20.0% | Added |
| Sofos Investments, Inc. | 6 | $3.47K | 0.00% | +5+500.0% | Added |
| Albion Financial Group | 7 | $3.93K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $3.93K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 7 | $3.93K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 7 | $3.93K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 8 | $4.49K | 0.00% | −32−80.0% | Reduced |
| Hollencrest Capital Management | 8 | $4.49K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $4.49K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 8 | $4.49K | 0.00% | +8 | New |
| LRI Investments, LLC | 8 | $4.49K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $4.64K | 0.00% | +1+14.3% | Added |
| Penserra Capital Management LLC | 9 | $5.00K | 0.00% | −486−98.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 9 | $5.05K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $5.05K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $5.61K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 10 | $5.61K | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 10 | $5.61K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $6.17K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 12 | $6.73K | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 13 | $7.20K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 13 | $7.29K | 0.01% | +13 | New |
| Eagle Bay Advisors LLC | 14 | $7.85K | 0.00% | −2−12.5% | Reduced |
| Asset Dedication, LLC | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 15 | $8.41K | 0.00% | −2−11.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 15 | $8.41K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 15 | $8.41K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $9.53K | 0.00% | −17−50.0% | Reduced |
| Tucker Asset Management LLC | 17 | $9.53K | 0.00% | +3+21.4% | Added |
| Laurel Wealth Advisors LLC | 17 | $9.54K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 18 | $10.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $11.2K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 23 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 24 | $13.3K | 0.00% | +24 | New |
| HHM Wealth Advisors, LLC | 24 | $13.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 24 | $13.5K | 0.01% | +1+4.3% | Added |
| Lipe & Dalton | 25 | $14.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 26 | $14.6K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 26 | $14.6K | 0.00% | +24+1,200.0% | Added |
| Sachetta, LLC | 27 | $14.7K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $15.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 28 | $15.7K | 0.01% | −3−9.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 28 | $15.7K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 29 | $16.3K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 30 | $16.8K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $16.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 31 | $17.4K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 32 | $17.9K | 0.00% | +20+166.7% | Added |
| Sit Investment Associates Inc | 32 | $18.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $19.1K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 34 | $19.1K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 37 | $20.8K | 0.01% | +37 | New |
| Aspect Partners, LLC | 39 | $21.9K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 39 | $22.0K | 0.00% | −9−18.8% | Reduced |
| Manitou Investment Management Ltd. | 40 | $22.4K | 0.00% | +40 | New |
| Zions Bancorporation, N.A. | 43 | $24.1K | 0.00% | −1−2.3% | Reduced |
| Oakworth Capital, Inc. | 44 | $24.7K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 45 | $25.2K | 0.00% | −3−6.3% | Reduced |
| IAG Wealth Partners, LLC | 45 | $25.2K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 45 | $25.2K | 0.00% | +1+2.3% | Added |
| New Covenant Trust Company, N.A. | 45 | $25.2K | 0.03% | +45 | New |
| Pingora Partners LLC | 48 | $26.9K | 0.02% | +48 | New |
| Rise Advisors, LLC | 48 | $27.0K | 0.01% | +48 | New |
| Quent Capital, LLC | 49 | $27.5K | 0.00% | −4−7.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 50 | $28.1K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 55 | $28.6K | 0.00% | +55 | New |
| Cedar Wealth Management, LLC | 51 | $28.6K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 56 | $29.5K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 56 | $31.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 58 | $32.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 60 | $34.0K | 0.02% | +20+50.0% | Added |
| Harbour Investments, Inc. | 63 | $35.3K | 0.00% | +22+53.7% | Added |
| Central Pacific Bank - Trust Division | 64 | $35.4K | 0.00% | +64 | New |
| Fernwood Investment Management, LLC | 65 | $36.5K | 0.01% | +65 | New |