| Valued Wealth Advisors LLC | 0 | $5 | 0.00% | 0 | New |
| Raleigh Capital Management Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| Kozak & Associates, Inc. | 0 | $8 | 0.00% | 0 | New |
| Kohmann Bosshard Financial Services, LLC | 1 | $307 | 0.00% | +1 | New |
| New Millennium Group LLC | 1 | $307 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $307 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $307 | 0.00% | +1 | New |
| NBC Securities, Inc. | 1 | $493 | 0.05% | −1,610−99.9% | Reduced |
| Financial Gravity Companies, Inc. | 2 | $613 | 0.00% | −7−77.8% | Reduced |
| Bruce G. Allen Investments, LLC | 2 | $613 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $613 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 2 | $614 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2 | $628 | 0.00% | +2 | New |
| CVA Family Office, LLC | 3 | $920 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $920 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $921 | 0.00% | −1−25.0% | Reduced |
| TFC Financial Management | 3 | $921 | 0.00% | +1+50.0% | Added |
| Financial Network Wealth Advisors LLC | 4 | $1.23K | 0.00% | −2−33.3% | Reduced |
| Hexagon Capital Partners LLC | 4 | $1.23K | 0.00% | +3+300.0% | Added |
| Massmutual Trust Co FSB | 5 | $1.53K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5 | $1.53K | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $1.53K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $1.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.84K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.84K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6 | $1.98K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7 | $2.15K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $2.35K | 0.00% | +3+60.0% | Added |
| Farmers & Merchants Investments Inc | 8 | $2.45K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $2.45K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $2.45K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 12 | $3.68K | 0.00% | +12 | New |
| Bank of Jackson Hole Trust | 12 | $3.68K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 12 | $3.68K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14 | $4.29K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 15 | $4.56K | 0.00% | +15 | New |
| Global Retirement Partners, LLC | 15 | $4.60K | 0.00% | −3−16.7% | Reduced |
| Iron Horse Wealth Management, LLC | 15 | $4.60K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 15 | $4.60K | 0.00% | +15 | New |
| Washington Trust Co | 16 | $4.92K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 17 | $5.21K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 18 | $5.52K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 20 | $6.00K | 0.00% | +4+25.0% | Added |
| TD Waterhouse Canada Inc. | 21 | $6.43K | 0.00% | +21 | New |
| Exchange Traded Concepts, LLC | 21 | $6.44K | 0.00% | −112−84.2% | Reduced |
| Global Wealth Strategies & Associates | 21 | $6.44K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 22 | $6.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $6.75K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 32 | $9.81K | 0.00% | −12−27.3% | Reduced |
| TCTC Holdings, LLC | 33 | $10.1K | 0.00% | +33 | New |
| Farther Finance Advisors, LLC | 33 | $10.1K | 0.00% | −40−54.8% | Reduced |
| Atlas Capital Advisors LLC | 34 | $10.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 36 | $11.0K | 0.00% | +36 | New |
| EverSource Wealth Advisors, LLC | 37 | $11.4K | 0.00% | +3+8.8% | Added |
| Covestor Ltd | 37 | $12.0K | 0.01% | −1−2.6% | Reduced |
| Compagnie Lombard Odier SCmA | 40 | $12.3K | 0.00% | −6,237−99.4% | Reduced |
| Lindbrook Capital, LLC | 41 | $12.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 45 | $13.8K | 0.00% | +35+350.0% | Added |
| Colonial Trust Advisors | 46 | $14.1K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 46 | $14.1K | 0.00% | +34+283.3% | Added |
| Geneos Wealth Management Inc. | 47 | $14.4K | 0.00% | +6+14.6% | Added |
| IFP Advisors, Inc | 45 | $14.4K | 0.00% | −1−2.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 57 | $17.0K | 0.00% | −88−60.7% | Reduced |
| Capital Advisors, Ltd. LLC | 54 | $17.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 57 | $17.2K | 0.01% | +57 | New |
| Smartleaf Asset Management LLC | 57 | $17.4K | 0.00% | +34+147.8% | Added |
| Leonteq Securities AG | 58 | $17.8K | 0.00% | −20−25.6% | Reduced |
| Millstone Evans Group, LLC | 60 | $18.4K | 0.01% | +60 | New |
| Parallel Advisors, LLC | 62 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 63 | $19.3K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 65 | $19.9K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 64 | $20.0K | 0.01% | −15−19.0% | Reduced |
| Rise Advisors, LLC | 80 | $24.4K | 0.01% | +1+1.3% | Added |
| WPG Advisers, LLC | 84 | $25.8K | 0.02% | +84 | New |
| LGT Financial Advisors LLC | 91 | $27.9K | 0.06% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 93 | $28.6K | 0.00% | +16+20.8% | Added |
| CIBC Private Wealth Group, LLC | 94 | $28.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 110 | $33.7K | 0.00% | −11−9.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 114 | $35.0K | 0.00% | +97+570.6% | Added |
| Allworth Financial LP | 104 | $35.4K | 0.00% | +2+2.0% | Added |
| Quent Capital, LLC | 118 | $36.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 124 | $38.0K | 0.00% | +24+24.0% | Added |
| Sound Income Strategies, LLC | 125 | $38.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 126 | $38.6K | 0.00% | −277−68.7% | Reduced |
| Webster Bank, N. A. | 150 | $46.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 179 | $54.9K | 0.00% | +179 | New |
| AdvisorNet Financial, Inc | 184 | $56.4K | 0.00% | −7−3.7% | Reduced |
| Beacon Capital Management, LLC | 187 | $57.3K | 0.01% | −1−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 187 | $57.4K | 0.00% | +2+1.1% | Added |
| Ci Investments Inc. | 191 | $59.0K | 0.00% | +32+20.1% | Added |
| Aster Capital Management (DIFC) Ltd | 193 | $59.2K | 0.02% | +123+175.7% | Added |
| Versant Capital Management, Inc | 199 | $61.0K | 0.01% | +16+8.7% | Added |
| Quarry LP | 203 | $62.3K | 0.01% | +162+395.1% | Added |
| Cullen/Frost Bankers, Inc. | 208 | $63.8K | 0.00% | −75−26.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 212 | $65.3K | 0.00% | +56+35.9% | Added |
| Huntington National Bank | 215 | $65.9K | 0.00% | −32−13.0% | Reduced |
| Signaturefd, LLC | 218 | $66.9K | 0.00% | +4+1.9% | Added |
| Pflug Koory, LLC | 220 | $67.5K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 249 | $76.4K | 0.01% | +36+16.9% | Added |