| TSFG, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| True Wealth Design, LLC | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $153 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $305 | 0.00% | +2 | New |
| Rothschild Investment LLC | 3 | $457 | 0.00% | +3 | New |
| Proequities, Inc. | 4 | $609 | 0.00% | −36−90.0% | Reduced |
| Retirement Group, LLC | 5 | $762 | 0.00% | −839−99.4% | Reduced |
| Larson Financial Group LLC | 5 | $762 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $762 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $915 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | +9 | New |
| VisionPoint Advisory Group, LLC | 7 | $1.07K | 0.00% | −9−56.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $1.07K | 0.00% | +7 | New |
| Rosenberg Matthew Hamilton | 9 | $1.37K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 9 | $1.37K | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 10 | $1.52K | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 12 | $1.83K | 0.00% | +12 | New |
| Atwood & Palmer Inc | 13 | $1.98K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.98K | 0.00% | +2+18.2% | Added |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 14 | $2.00K | 0.00% | +14 | New |
| ClariVest Asset Management LLC | 14 | $2.13K | 0.00% | −56,438−100.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 14 | $2.13K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 15 | $2.29K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 15 | $2.29K | 0.00% | +15 | New |
| SRS Capital Advisors, Inc. | 17 | $2.59K | 0.00% | −26−60.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $2.61K | 0.00% | +15+750.0% | Added |
| Sound Income Strategies, LLC | 18 | $2.74K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 18 | $2.74K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 19 | $2.90K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Providence Capital Advisors, LLC | 20 | $3.05K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 20 | $3.05K | 0.00% | +20 | New |
| Key Financial Inc | 26 | $3.96K | 0.00% | −217−89.3% | Reduced |
| Raleigh Capital Management Inc. | 26 | $3.96K | 0.00% | −142−84.5% | Reduced |
| Massmutual Trust Co FSB | 26 | $3.96K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 27 | $4.11K | 0.00% | −1−3.6% | Reduced |
| Semmax Financial Advisors Inc. | 30 | $4.63K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 31 | $4.72K | 0.00% | −25−44.6% | Reduced |
| JFS Wealth Advisors, LLC | 31 | $4.72K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 34 | $5.00K | 0.00% | +24+240.0% | Added |
| Loomis Sayles & Co L P | 33 | $5.00K | 0.00% | +33 | New |
| Exchange Traded Concepts, LLC | 35 | $5.33K | 0.00% | −14,531−99.8% | Reduced |
| Tyler-Stone Wealth Management | 37 | $5.64K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 38 | $5.79K | 0.00% | 00.0% | Unchanged |
| Athos Capital Ltd | 39,300 | $5.99K | 9.21% | +39,300 | New |
| Bartlett & Co. LLC | 40 | $6.00K | 0.00% | +40 | New |
| Bartlett & Co. Wealth Management LLC | 40 | $6.08K | 0.00% | +40 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40 | $6.09K | 0.00% | −473−92.2% | Reduced |
| Lowe Wealth Advisors, LLC | 40 | $6.09K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 45 | $6.58K | 0.00% | −60−57.1% | Reduced |
| Smartleaf Asset Management LLC | 43 | $6.69K | 0.00% | +43 | New |
| Brown Brothers Harriman & Co | 44 | $6.70K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 46 | $7.01K | 0.00% | −36−43.9% | Reduced |
| AdvisorNet Financial, Inc | 48 | $7.31K | 0.00% | +5+11.6% | Added |
| Quent Capital, LLC | 48 | $7.31K | 0.00% | +6+14.3% | Added |
| Aspire Private Capital, LLC | 50 | $7.62K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 50 | $7.62K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 50 | $7.62K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 50 | $7.62K | 0.00% | +50 | New |
| Hexagon Capital Partners LLC | 51 | $7.77K | 0.00% | +26+104.0% | Added |
| Adirondack Trust Co | 50 | $7.81K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 50 | $8.00K | 0.00% | +6+13.6% | Added |
| Bell Investment Advisors, Inc | 54 | $8.23K | 0.00% | +4+8.0% | Added |
| Glassman Wealth Services | 58 | $8.84K | 0.00% | +2+3.6% | Added |
| Sandy Spring Bank | 62 | $9.45K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 63 | $9.60K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 71 | $10.8K | 0.01% | +71 | New |
| Creative Financial Designs Inc | 75 | $11.4K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 75 | $11.4K | 0.03% | +75 | New |
| Turtle Creek Wealth Advisors, LLC | 87 | $13.3K | 0.00% | +87 | New |
| GAMMA Investing LLC | 89 | $13.7K | 0.00% | +89 | New |
| DT Investment Partners, LLC | 90 | $13.8K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 99 | $15.1K | 0.00% | +19+23.8% | Added |
| Kelly Financial Services LLC | 100 | $15.2K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 100 | $15.2K | 0.01% | +100 | New |
| Cornerstone Planning Group LLC | 102 | $15.5K | 0.01% | +22+27.5% | Added |
| Coppell Advisory Solutions LLC | 104 | $15.8K | 0.00% | −418−80.1% | Reduced |
| SYSTM Wealth Solutions LLC | 104 | $15.8K | 0.00% | +104 | New |
| Johnson Financial Group, Inc. | 110 | $16.8K | 0.00% | +3+2.8% | Added |
| Hollencrest Capital Management | 113 | $17.2K | 0.00% | +9+8.7% | Added |
| TD Waterhouse Canada Inc. | 115 | $17.5K | 0.00% | −65−36.1% | Reduced |
| Anchor Investment Management, LLC | 115 | $17.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 116 | $17.7K | 0.00% | +2+1.8% | Added |
| Whittier Trust Co | 117 | $17.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 119 | $18.1K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 122 | $18.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 122 | $18.6K | 0.00% | −31−20.3% | Reduced |
| Sofos Investments, Inc. | 351 | $18.6K | 0.01% | −6,052−94.5% | Reduced |
| Fifth Third Bancorp | 135 | $20.6K | 0.00% | −198−59.5% | Reduced |
| Jones Financial Companies LLLP | 135 | $20.6K | 0.00% | +135 | New |
| Grove Bank & Trust | 138 | $21.0K | 0.00% | −65−32.0% | Reduced |
| First Horizon Advisors, Inc. | 149 | $22.7K | 0.00% | −8−5.1% | Reduced |
| AlphaMark Advisors, LLC | 150 | $23.0K | 0.01% | 00.0% | Unchanged |