| Ogorek Anthony Joseph | 3 | $0 | 0.00% | +3 | New |
| Asset Dedication, LLC | 1 | $232 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 1 | $232 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $232 | 0.00% | +1 | New |
| Delta Asset Management LLC | 2 | $463 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $463 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 2 | $463 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $463 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $463 | 0.00% | +2 | New |
| CBIZ Investment Advisory Services, LLC | 2 | $463 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $464 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $500 | 0.00% | −16,189−100.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $694 | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 3 | $695 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $695 | 0.00% | +1+50.0% | Added |
| Sierra Ocean, LLC | 4 | $927 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $927 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $927 | 0.00% | +4 | New |
| Winnow Wealth LLC | 5 | $974 | 0.00% | +2+66.7% | Added |
| Darwin Advisors, LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.30K | 0.00% | +1+20.0% | Added |
| NewSquare Capital LLC | 6 | $1.39K | 0.00% | +6 | New |
| Nalls Sherbakoff Group, LLC | 6 | $1.39K | 0.00% | +6 | New |
| Cromwell Holdings LLC | 6 | $1.39K | 0.00% | +6 | New |
| Financial Network Wealth Advisors LLC | 6 | $1.39K | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 7 | $1.62K | 0.00% | +7 | New |
| HHM Wealth Advisors, LLC | 7 | $1.62K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 9 | $2.08K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 9 | $2.08K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $2.27K | 0.00% | +10 | New |
| Longfellow Investment Management Co LLC | 10 | $2.32K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $2.32K | 0.00% | +2+25.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 10 | $2.32K | 0.00% | +10 | New |
| Highline Wealth Partners LLC | 11 | $2.55K | 0.00% | +7+175.0% | Added |
| Bellevue Asset Management, LLC | 12 | $2.78K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.78K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $3.01K | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 14 | $3.24K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 16 | $3.71K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 16 | $3.71K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 16 | $3.71K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $3.94K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $4.17K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 19 | $4.40K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $4.42K | 0.00% | +1 | New |
| Smallwood Wealth Investment Management, LLC | 20 | $4.63K | 0.00% | +20 | New |
| Hallmark Capital Management Inc | 20 | $4.63K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $4.63K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $4.86K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 21 | $4.86K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $4.86K | 0.00% | +3+16.7% | Added |
| MCF Advisors LLC | 21 | $4.87K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 22 | $5.10K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 23 | $5.33K | 0.00% | +23 | New |
| Addison Advisors LLC | 23 | $5.33K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 24 | $5.56K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $5.79K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $5.79K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $5.79K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $5.79K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 25 | $5.79K | 0.00% | +25 | New |
| Hughes Financial Services, LLC | 26 | $5.92K | 0.00% | +26 | New |
| Putney Financial Group LLC | 27 | $6.25K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 27 | $6.25K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $6.25K | 0.01% | +27 | New |
| GPS Wealth Strategies Group, LLC | 28 | $6.49K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 30 | $6.95K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 31 | $7.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $7.18K | 0.00% | +4+14.8% | Added |
| WPG Advisers, LLC | 31 | $7.18K | 0.01% | +27+675.0% | Added |
| Smithfield Trust Co | 36 | $8.00K | 0.00% | −99−73.3% | Reduced |
| Hexagon Capital Partners LLC | 36 | $8.34K | 0.00% | −73−67.0% | Reduced |
| Pier Capital, LLC | 36 | $8.34K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 36 | $8.34K | 0.00% | +36 | New |
| Meeder Asset Management Inc | 37 | $8.57K | 0.00% | −18−32.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 40 | $9.27K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 40 | $9.27K | 0.00% | +40 | New |
| LFA - Lugano Financial Advisors SA | 40 | $9.27K | 0.01% | +40 | New |
| Cherry Tree Wealth Management, LLC | 40 | $9.27K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $9.50K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 42 | $9.73K | 0.00% | −68−61.8% | Reduced |
| PSI Advisors, LLC | 47 | $10.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $11.1K | 0.00% | −17−26.2% | Reduced |
| Hartford Financial Management Inc. | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 50 | $11.6K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 50 | $11.6K | 0.00% | +50 | New |
| Golden State Wealth Management, LLC | 51 | $11.8K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 52 | $12.0K | 0.00% | +8+18.2% | Added |
| Tortoise Investment Management, LLC | 55 | $12.7K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 58 | $13.0K | 0.00% | −70−54.7% | Reduced |
| Medallion Wealth Advisors, LLC | 57 | $13.2K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 57 | $13.2K | 0.01% | +54+1,800.0% | Added |
| Saudi Central Bank | 61 | $14.1K | 0.07% | +61 | New |
| Salem Investment Counselors Inc | 62 | $14.4K | 0.00% | +12+24.0% | Added |
| Concord Wealth Partners | 64 | $14.8K | 0.00% | −8−11.1% | Reduced |
| Private Wealth Management Group, LLC | 66 | $15.3K | 0.01% | +22+50.0% | Added |
| Toth Financial Advisory Corp | 70 | $16.2K | 0.00% | 00.0% | Unchanged |