| Ahrens Investment Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 37 | $0 | 0.00% | +37 | New |
| DeDora Capital, Inc. | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 25,715 | $0 | 0.00% | +25,715 | New |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 11 | $1.00K | 0.00% | −5−31.3% | Reduced |
| Wolff Wiese Magana LLC | 10 | $1.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 13 | $1.00K | 0.00% | +13 | New |
| WestEnd Advisors, LLC | – | $1.43K | 0.00% | – | – |
| Aspire Private Capital, LLC | 23 | $2.00K | 0.00% | −9−28.1% | Reduced |
| First Bank & Trust | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $2.00K | 0.00% | +20 | New |
| Raleigh Capital Management Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Loomis Sayles & Co L P | 31 | $3.00K | 0.00% | −252−89.0% | Reduced |
| TSFG, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $3.00K | 0.00% | +15+93.8% | Added |
| Asset Dedication, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Estabrook Capital Management | 45 | $3.79K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 44 | $4.00K | 0.00% | +44 | New |
| Paladin Advisory Group, LLC | 52 | $4.00K | 0.00% | +52 | New |
| Lansing Street Advisors | 47 | $4.00K | 0.00% | +47 | New |
| Schubert & Co | 57 | $5.00K | 0.01% | −16−21.9% | Reduced |
| Atwood & Palmer Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 65 | $5.00K | 0.00% | +65 | New |
| Global Trust Asset Management, LLC | 71 | $6.00K | 0.00% | −1,400−95.2% | Reduced |
| Rocky Mountain Advisers, LLC | 71 | $6.00K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 69 | $6.00K | 0.00% | +69 | New |
| Missouri Trust & Investment Co | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 82 | $7.00K | 0.01% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 99 | $8.00K | 0.00% | +99 | New |
| Winch Advisory Services, LLC | 109 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 112 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 110 | $9.00K | 0.01% | +110 | New |
| Brown, Lisle/Cummings, Inc. | 108 | $9.11K | 0.00% | +108 | New |
| Capital Analysts, LLC | 123 | $10.0K | 0.00% | −800−86.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 114 | $10.0K | 0.01% | +1+0.9% | Added |
| Highlander Capital Management, LLC | 136 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 129 | $11.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 128 | $11.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 128 | $11.0K | 0.01% | +128 | New |
| Lumature Wealth Partners, LLC | 142 | $12.0K | 0.00% | −185−56.6% | Reduced |
| HighMark Wealth Management LLC | 143 | $12.0K | 0.01% | −29−16.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 137 | $12.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 152 | $13.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 154 | $13.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 149 | $13.0K | 0.00% | +109+272.5% | Added |
| Byrne Asset Management LLC | 150 | $13.0K | 0.01% | +150 | New |
| PFG Private Wealth Management, LLC | 170 | $14.0K | 0.01% | −4,536−96.4% | Reduced |
| Bogart Wealth, LLC | 170 | $14.0K | 0.00% | −424−71.4% | Reduced |
| Versant Capital Management, Inc | 175 | $15.0K | 0.00% | −16−8.4% | Reduced |
| JJJ Advisors Inc. | 175 | $15.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 183 | $15.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 176 | $15.0K | 0.00% | +108+158.8% | Added |
| First Community Trust NA | 188 | $16.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 206 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 204 | $17.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 203 | $17.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 205 | $17.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 205 | $17.0K | 0.00% | +205 | New |
| Siena Capital LLC | 200 | $17.0K | 0.01% | +200 | New |
| Kistler-Tiffany Companies, LLC | 217 | $18.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 217 | $18.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 235 | $20.0K | 0.00% | −12−4.9% | Reduced |
| Front Row Advisors LLC | 239 | $20.0K | 0.01% | +5+2.1% | Added |
| Smith Group Asset Management, LLC | 246 | $21.0K | 0.00% | −14−5.4% | Reduced |
| Curi Capital | 255 | $21.0K | 0.00% | +246+2,733.3% | Added |
| Raffa Wealth Management, LLC | 267 | $22.5K | 0.01% | 00.0% | Unchanged |
| Tobam | 272 | $23.0K | 0.00% | −43,728−99.4% | Reduced |
| Goodwin Investment Advisory | 268 | $23.0K | 0.02% | +268 | New |
| Bellevue Asset Management, LLC | 281 | $24.0K | 0.01% | −257−47.8% | Reduced |
| Sierra Capital LLC | 286 | $24.0K | 0.00% | −43−13.1% | Reduced |
| Investors Research Corp | 290 | $24.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 290 | $24.0K | 0.01% | +290 | New |
| Stephenson National Bank & Trust | 296 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 310 | $26.0K | 0.01% | −669−68.3% | Reduced |
| Horan Securities, Inc. | 325 | $27.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 325 | $27.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 315 | $27.0K | 0.00% | +65+26.0% | Added |
| Princeton Global Asset Management LLC | 321 | $27.0K | 0.01% | +164+104.5% | Added |
| Essex Investment Management Co LLC | 341 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 339 | $29.0K | 0.01% | 00.0% | Unchanged |
