| Global Assets Advisory, LLC | 16,602 | $107 | 0.00% | +16,602 | New |
| Tfo-TDC, LLC | 2 | $309 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3 | $463 | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $772 | 0.00% | −5−50.0% | Reduced |
| Spire Wealth Management | 5 | $783 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $927 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Valued Wealth Advisors LLC | 7 | $1.08K | 0.00% | +3+75.0% | Added |
| Parkside Financial Bank & Trust | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.62K | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 11 | $1.70K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $2.32K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 16 | $2.47K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 16 | $2.47K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $2.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $2.94K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 20 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 21 | $3.24K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 24 | $3.72K | 0.00% | −63−72.4% | Reduced |
| Beacon Capital Management, LLC | 25 | $3.86K | 0.00% | +25 | New |
| West Paces Advisors Inc. | 26 | $4.02K | 0.00% | −2−7.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 27 | $4.23K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $4.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $4.63K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 33 | $5.10K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 40 | $6.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $6.64K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 45 | $6.96K | 0.00% | +1+2.3% | Added |
| Key Financial Inc | 47 | $7.26K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $7.72K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 53 | $8.19K | 0.01% | +53 | New |
| Vima LLC | 80 | $8.64K | 0.01% | +40+100.0% | Added |
| Bear Mountain Capital, Inc. | 60 | $8.96K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 77 | $11.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 89 | $13.7K | 0.00% | +89 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 96 | $14.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 98 | $15.1K | 0.01% | +98 | New |
| Independence Bank of Kentucky | 100 | $15.4K | 0.00% | +100 | New |
| Pacific Capital Wealth Advisors, Inc | 106 | $16.3K | 0.00% | +1+1.0% | Added |
| PSI Advisors, LLC | 106 | $16.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 108 | $16.7K | 0.00% | −17−13.6% | Reduced |
| Walleye Capital LLC | 110 | $17.0K | 0.00% | −62,925−99.8% | Reduced |
| Principal Securities, Inc. | 112 | $17.3K | 0.00% | −3−2.6% | Reduced |
| Ronald Blue Trust, Inc. | 117 | $18.1K | 0.00% | +96+457.1% | Added |
| South State Corp. | 120 | $18.5K | 0.00% | +120 | New |
| IFP Advisors, Inc | 137 | $21.2K | 0.00% | +10+7.9% | Added |
| Lindbrook Capital, LLC | 139 | $21.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 150 | $23.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $23.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 150 | $23.2K | 0.01% | +150 | New |
| SYSTM Wealth Solutions LLC | 152 | $23.5K | 0.00% | −5−3.2% | Reduced |
| Baldwin Brothers Inc | 170 | $26.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 171 | $26.4K | 0.00% | −7−3.9% | Reduced |
| CoreCap Advisors, LLC | 174 | $26.9K | 0.00% | +174 | New |
| Federation des caisses Desjardins du Quebec | 175 | $27.0K | 0.00% | −500−74.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 180 | $27.8K | 0.00% | −500−73.5% | Reduced |
| CVA Family Office, LLC | 185 | $28.6K | 0.01% | +1+0.5% | Added |
| Global Retirement Partners, LLC | 193 | $29.8K | 0.00% | +1+0.5% | Added |
| Farther Finance Advisors, LLC | 199 | $30.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 200 | $31.0K | 0.00% | +200 | New |
| Rise Advisors, LLC | 208 | $32.1K | 0.02% | +208 | New |
| EverSource Wealth Advisors, LLC | 205 | $33.0K | 0.00% | +58+39.5% | Added |
| Custom Portfolio Group LLC | 215 | $33.2K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 218 | $33.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $34.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 227 | $35.1K | 0.00% | +2+0.9% | Added |
| First Horizon Advisors, Inc. | 242 | $37.4K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 244 | $37.7K | 0.00% | +200+454.5% | Added |
| LGT Financial Advisors LLC | 266 | $41.1K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 295 | $45.6K | 0.00% | +150+103.4% | Added |
| Proequities, Inc. | 348 | $53.8K | 0.00% | +49+16.4% | Added |
| Huntington National Bank | 359 | $55.5K | 0.00% | +23+6.8% | Added |
| Harvest Fund Management Co., Ltd | 391 | $60.0K | 0.01% | +391 | New |
| Tortoise Investment Management, LLC | 419 | $64.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 432 | $66.7K | 0.00% | +36+9.1% | Added |
| Prestige Wealth Management Group LLC | 447 | $69.0K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 455 | $70.3K | 0.00% | +455 | New |
| Northwestern Mutual Wealth Management Co | 485 | $74.9K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 565 | $87.3K | 0.03% | −5−0.9% | Reduced |
| TFC Financial Management | 580 | $89.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 623 | $96.2K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 641 | $99.0K | 0.02% | +77+13.7% | Added |
| Mather Group, LLC. | 827 | $101.1K | 0.00% | +827 | New |
| Steward Partners Investment Advisory, LLC | 657 | $101.5K | 0.00% | −190−22.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 658 | $102.0K | 0.00% | −7−1.1% | Reduced |
| Harbour Investments, Inc. | 680 | $105.0K | 0.00% | +6+0.9% | Added |
| Amundi | 682 | $105.3K | 0.00% | −8,140−92.3% | Reduced |
| Centaurus Financial, Inc. | 686 | $106.0K | 0.01% | +686 | New |
| Quarry LP | 687 | $106.1K | 0.04% | +441+179.3% | Added |
| GAMMA Investing LLC | 767 | $118.5K | 0.02% | +66+9.4% | Added |
| TD Waterhouse Canada Inc. | 877 | $136.4K | 0.00% | −3,885−81.6% | Reduced |
| Washington Trust Advisors, Inc. | 886 | $136.9K | 0.01% | −25−2.7% | Reduced |
| Assetmark, Inc | 974 | $150.5K | 0.00% | −6−0.6% | Reduced |
| Central Pacific Bank - Trust Division | 1,180 | $183.1K | 0.02% | +1,180 | New |
| Insight Wealth Partners, LLC | 1,306 | $201.7K | 0.13% | +1,306 | New |
| Quadrant Capital Group LLC | 1,344 | $207.6K | 0.02% | +139+11.5% | Added |