| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 12,046 | $0 | 0.00% | +12,046 | New |
| Old North State Trust, LLC | 2 | $302 | 0.24% | −1,903−99.9% | Reduced |
| Bellwether Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 5 | $1.00K | 0.00% | +5 | New |
| Laffer Tengler Investments | 8 | $1.28K | 0.00% | +3+60.0% | Added |
| Archer Investment Corp | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 15 | $2.00K | 0.00% | +15 | New |
| NuWave Investment Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| GoalVest Advisory LLC | 10 | $2.00K | 0.00% | +10 | New |
| Copeland Capital Management, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 22 | $3.00K | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 16 | $3.00K | 0.00% | +16 | New |
| Win Advisors, Inc | 16 | $3.00K | 0.00% | +16 | New |
| Cranbrook Wealth Management, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Stephens Consulting, LLC | 27 | $4.28K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 31 | $5.00K | 0.00% | +31 | New |
| Tarbox Family Office, Inc. | 38 | $6.00K | 0.00% | −86−69.4% | Reduced |
| Legacy Bridge, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 39 | $6.00K | 0.00% | +39 | New |
| Jackson, Grant Investment Advisers, Inc. | 37 | $6.00K | 0.00% | +37 | New |
| USA Financial Portformulas Corp | 45 | $7.00K | 0.01% | +9+25.0% | Added |
| Pacific Center for Financial Services | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 53 | $8.00K | 0.00% | +53 | New |
| Cordant, Inc. | 51 | $8.00K | 0.00% | +51 | New |
| WFA Asset Management Corp | 52 | $8.26K | 0.01% | −48−48.0% | Reduced |
| Atlas Capital Advisors LLC | 55 | $8.72K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 66 | $10.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 62 | $10.0K | 0.00% | +62 | New |
| HHM Wealth Advisors, LLC | 70 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 72 | $11.0K | 0.01% | +72 | New |
| Karlinski Andrew C | 70 | $11.0K | 0.02% | +70 | New |
| Country Trust Bank | 78 | $12.0K | 0.00% | −40−33.9% | Reduced |
| Bogart Wealth, LLC | 75 | $12.0K | 0.00% | −27−26.5% | Reduced |
| Cordasco Financial Network | 78 | $12.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 77 | $12.0K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 74 | $12.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 74 | $12.0K | 0.00% | +25+51.0% | Added |
| Tortoise Investment Management, LLC | 81 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 96 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 102 | $16.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 102 | $16.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 104 | $16.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 121 | $19.0K | 0.01% | +121 | New |
| PFS Partners, LLC | 120 | $19.0K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 127 | $20.0K | 0.00% | −720−85.0% | Reduced |
| Endurance Wealth Management, Inc. | 125 | $20.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 126 | $20.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 125 | $20.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 128 | $20.0K | 0.00% | +128 | New |
| Financial Management Professionals, Inc. | 136 | $22.0K | 0.00% | +51+60.0% | Added |
| State of Wyoming | 138 | $22.0K | 0.01% | +90+187.5% | Added |
| RWM Asset Management, LLC | 144 | $23.0K | 0.00% | −106−42.4% | Reduced |
| Steward Financial Group LLC | 150 | $23.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 144 | $23.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 150 | $24.0K | 0.00% | +50+50.0% | Added |
| McClarren Financial Advisors, Inc. | 160 | $25.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 168 | $26.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 168 | $27.0K | 0.00% | −87−34.1% | Reduced |
| Dark Forest Capital Management LP | 182 | $28.0K | 0.01% | −878−82.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 179 | $28.0K | 0.02% | −102−36.3% | Reduced |
| Twin Lakes Capital Management, LLC | 194 | $31.0K | 0.02% | +1+0.5% | Added |
| SOA Wealth Advisors, LLC. | 206 | $32.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 202 | $32.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 200 | $32.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 205 | $32.0K | 0.00% | +19+10.2% | Added |
| Mizuho Securities Co. Ltd. | 200 | $32.0K | 0.01% | +200 | New |
| Addison Advisors LLC | 214 | $34.0K | 0.02% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 214 | $34.0K | 0.01% | +214 | New |
| Webster Bank, N. A. | 220 | $35.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 225 | $36.0K | 0.01% | −560−71.3% | Reduced |
| Annapolis Financial Services, LLC | 232 | $37.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 275 | $41.0K | 0.03% | −6−2.1% | Reduced |
| Riverview Trust Co | 260 | $41.0K | 0.03% | +260 | New |
| Westside Investment Management, Inc. | 266 | $42.0K | 0.00% | +1+0.4% | Added |
| Seldon Capital LP | 262 | $42.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 265 | $42.0K | 0.02% | +10+3.9% | Added |
| IAG Wealth Partners, LLC | 266 | $42.0K | 0.01% | +31+13.2% | Added |
| Rise Advisors, LLC | 284 | $45.0K | 0.04% | +1+0.4% | Added |
| Johnson Midwest Financial, LLC | 284 | $45.0K | 0.06% | 00.0% | Unchanged |
| WD Rutherford LLC | 293 | $46.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 289 | $46.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 297 | $47.0K | 0.01% | −4−1.3% | Reduced |