| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $286 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2 | $571 | 0.00% | −20,516−100.0% | Reduced |
| True Wealth Design, LLC | 2 | $571 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $577 | 0.00% | +2 | New |
| Ofi Invest Asset Management | 233,514 | $818 | 0.00% | +233,514 | New |
| WestEnd Advisors, LLC | – | $1.14K | 0.00% | – | – |
| NewSquare Capital LLC | 4 | $1.14K | 0.00% | +4 | New |
| Fortis Capital Advisors, LLC | 4 | $1.14K | 0.00% | +4 | New |
| Global Wealth Strategies & Associates | 6 | $1.71K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $2.00K | 0.00% | +11 | New |
| Sugarloaf Wealth Management, LLC | 9 | $2.57K | 0.00% | −17−65.4% | Reduced |
| Iron Horse Wealth Management, LLC | 9 | $2.57K | 0.00% | +9 | New |
| Trifecta Capital Advisors, LLC | 10 | $2.85K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 10 | $2.86K | 0.00% | +2+25.0% | Added |
| Magnolia Capital Management Ltd | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12 | $3.00K | 0.00% | +12 | New |
| Byrne Asset Management LLC | 12 | $3.00K | 0.00% | +12 | New |
| Pacific Center for Financial Services | 11 | $3.14K | 0.00% | +11 | New |
| Pacifica Partners Inc. | 11 | $3.15K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 11 | $3.24K | 0.00% | +11 | New |
| Sound Income Strategies, LLC | 13 | $3.71K | 0.00% | −28−68.3% | Reduced |
| Johnson Midwest Financial, LLC | 13 | $3.71K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 14 | $4.00K | 0.00% | +14 | New |
| Schubert & Co | 15 | $4.28K | 0.00% | +2+15.4% | Added |
| Missouri Trust & Investment Co | 16 | $4.57K | 0.00% | −34−68.0% | Reduced |
| PSI Advisors, LLC | 16 | $4.57K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $4.60K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 17 | $4.85K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 17 | $4.95K | 0.00% | −44−72.1% | Reduced |
| Wolff Wiese Magana LLC | 18 | $5.14K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 19 | $5.42K | 0.00% | −449−95.9% | Reduced |
| Strategic Investment Solutions, Inc. | 20 | $5.81K | 0.00% | +20 | New |
| Householder Group Estate & Retirement Specialist, LLC | 22 | $6.00K | 0.00% | +22 | New |
| Lansing Street Advisors | 21 | $6.05K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 23 | $6.61K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4,198 | $6.72K | 0.30% | +2,972+242.4% | Added |
| Wellington Shields & Co., LLC | 25 | $7.14K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 26 | $7.19K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 27 | $7.71K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 27 | $7.71K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $7.99K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $7.99K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 30 | $8.68K | 0.01% | +30 | New |
| Delta Asset Management LLC | 35 | $9.99K | 0.00% | −5−12.5% | Reduced |
| Operose Advisors LLC | 35 | $9.99K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 37 | $10.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 39 | $11.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 41 | $11.7K | 0.01% | +8+24.2% | Added |
| Bogart Wealth, LLC | 42 | $12.0K | 0.00% | +42 | New |
| HighMark Wealth Management LLC | 43 | $12.1K | 0.01% | +1+2.4% | Added |
| Eagle Bay Advisors LLC | 45 | $12.8K | 0.01% | −18−28.6% | Reduced |
| SRS Capital Advisors, Inc. | 49 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 50 | $14.3K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 50 | $14.3K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 51 | $14.6K | 0.00% | +51 | New |
| Coastal Capital Group, Inc. | 52 | $14.7K | 0.00% | −46−46.9% | Reduced |
| Retirement Group, LLC | 54 | $15.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 54 | $15.4K | 0.01% | +54 | New |
| Barrett & Company, Inc. | 57 | $16.3K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 62 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 61 | $17.4K | 0.01% | +61 | New |
| Transamerica Financial Advisors, Inc. | 61 | $18.0K | 0.00% | +60+6,000.0% | Added |
| Financial Connections Group, Inc. | 66 | $18.0K | 0.01% | +66 | New |
| TD Ameritrade Investment Management, LLC | 67 | $19.0K | 0.00% | −6−8.2% | Reduced |
| Orion Capital Management LLC | 67 | $19.1K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 68 | $19.4K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 68 | $19.4K | 0.00% | +8+13.3% | Added |
| Islay Capital Management, LLC | 70 | $20.0K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 71 | $20.3K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 72 | $20.6K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 74 | $21.2K | 0.01% | +25+51.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 75 | $21.4K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 76 | $21.7K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 80 | $22.8K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 85 | $24.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 85 | $24.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 87 | $24.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 88 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 88 | $25.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 91 | $26.0K | 0.01% | −4−4.2% | Reduced |
| Ogorek Anthony Joseph | 98 | $27.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 96 | $27.4K | 0.02% | +96 | New |
| Grove Bank & Trust | 98 | $28.0K | 0.01% | +16+19.5% | Added |
| Beaird Harris Wealth Management, LLC | 100 | $28.5K | 0.01% | −85−45.9% | Reduced |
| JNBA Financial Advisors | 100 | $28.5K | 0.00% | −22−18.0% | Reduced |
| Costello Asset Management, INC | 100 | $28.5K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $28.5K | 0.00% | 00.0% | Unchanged |
| Oakmont Corp | 100 | $28.5K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $28.5K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 105 | $30.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 110 | $31.4K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 114 | $32.5K | 0.00% | +114 | New |
| Canton Hathaway, LLC | 115 | $33.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 120 | $34.3K | 0.03% | +120 | New |
| Endurance Wealth Management, Inc. | 121 | $35.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 125 | $35.7K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 125 | $35.7K | 0.03% | +125 | New |
| Brown Shipley& Co Ltd | 125 | $35.7K | 0.02% | +125 | New |
| Institutional & Family Asset Management, LLC | 128 | $36.5K | 0.01% | +8+6.7% | Added |