| RE Dickinson Investment Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $62 | 0.00% | +1 | New |
| NewSquare Capital LLC | 1 | $75 | 0.00% | −276−99.6% | Reduced |
| Column Capital Advisors, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $75 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 8 | $603 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 8 | $604 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $679 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 9 | $679 | 0.00% | +9 | New |
| Bogart Wealth, LLC | 11 | $830 | 0.00% | −92−89.3% | Reduced |
| Mendota Financial Group, LLC | 11 | $830 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $980 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 13 | $980 | 0.00% | +13 | New |
| Bollard Group LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.13K | 0.00% | +15 | New |
| Tucker Asset Management LLC | 16 | $1.21K | 0.00% | +16 | New |
| Carmichael Hill & Associates, Inc. | 18 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $1.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 24 | $1.81K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 27 | $2.00K | 0.00% | −72−72.7% | Reduced |
| ClariVest Asset Management LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 27 | $2.04K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 28 | $2.11K | 0.00% | −4,292−99.4% | Reduced |
| Iron Horse Wealth Management, LLC | 32 | $2.41K | 0.00% | +32 | New |
| Financial Management Professionals, Inc. | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 43 | $3.24K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 45 | $3.39K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 45 | $3.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $3.62K | 0.00% | +4+9.1% | Added |
| Ritter Daniher Financial Advisory LLC | 50 | $3.77K | 0.00% | +50 | New |
| DT Investment Partners, LLC | 52 | $3.92K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 53 | $4.00K | 0.00% | +53 | New |
| Avion Wealth | 61 | $4.00K | 0.00% | −193−76.0% | Reduced |
| Acima Private Wealth, LLC | 60 | $4.53K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 62 | $4.68K | 0.00% | +62 | New |
| Optiver Holding B.V. | 65 | $4.90K | 0.00% | +65 | New |
| Moisand Fitzgerald Tamayo, LLC | 65 | $4.90K | 0.00% | −16−19.8% | Reduced |
| Westside Investment Management, Inc. | 76 | $5.73K | 0.00% | −78−50.6% | Reduced |
| Valley National Advisers Inc | 75 | $6.00K | 0.00% | +10+15.4% | Added |
| Mascoma Wealth Management LLC | 81 | $6.11K | 0.00% | +81 | New |
| West Paces Advisors Inc. | 82 | $6.18K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 89 | $6.71K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 91 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $7.54K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $7.54K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 101 | $7.62K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 109 | $7.80K | 0.00% | −26−19.3% | Reduced |
| Colonial Trust Advisors | 112 | $8.45K | 0.00% | −130−53.7% | Reduced |
| Strategic Investment Solutions, Inc. | 110 | $8.70K | 0.00% | +110 | New |
| Atlantic Trust, LLC | 120 | $9.05K | 0.00% | +120 | New |
| Harbor Investment Advisory, LLC | 122 | $9.20K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 100 | $9.29K | 0.00% | −135−57.4% | Reduced |
| Park Place Capital Corp | 125 | $9.43K | 0.00% | +37+42.0% | Added |
| Slocum, Gordon & Co LLP | 129 | $9.73K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 130 | $9.81K | 0.00% | +17+15.0% | Added |
| Raffa Wealth Management, LLC | 138 | $10.4K | 0.00% | +70+102.9% | Added |
| FinTrust Capital Advisors, LLC | 140 | $10.6K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 141 | $10.6K | 0.00% | +1+0.7% | Added |
| Hexagon Capital Partners LLC | 141 | $10.7K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 148 | $11.0K | 0.00% | +148 | New |
| Hallmark Capital Management Inc | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 154 | $11.6K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 158 | $11.9K | 0.01% | −1,904−92.3% | Reduced |
| GW&K Investment Management, LLC | 163 | $12.0K | 0.00% | −12−6.9% | Reduced |
| Prestige Wealth Management Group LLC | 170 | $12.8K | 0.00% | −3−1.7% | Reduced |
| Insight Financial Services | 175 | $13.2K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 180 | $13.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 188 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 195 | $14.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 194 | $14.6K | 0.00% | +15+8.4% | Added |
| Bell Investment Advisors, Inc | 194 | $14.6K | 0.00% | +46+31.1% | Added |
| Sittner & Nelson, LLC | 195 | $14.7K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $15.0K | 0.01% | −712−78.1% | Reduced |
| Arrow Financial Corp | 200 | $15.1K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $15.1K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 200 | $15.1K | 0.00% | +200 | New |
| HighMark Wealth Management LLC | 200 | $15.1K | 0.01% | +200 | New |
| Northwest Investment Counselors, LLC | 205 | $15.5K | 0.00% | −72−26.0% | Reduced |
| M&R Capital Management Inc | 210 | $15.9K | 0.00% | +50+31.3% | Added |
| Lowe Wealth Advisors, LLC | 211 | $15.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 208 | $16.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 226 | $17.0K | 0.00% | −500−68.9% | Reduced |
| VisionPoint Advisory Group, LLC | 228 | $17.2K | 0.01% | +224+5,600.0% | Added |
| Stonebridge Capital Advisors LLC | 229 | $17.3K | 0.00% | −134−36.9% | Reduced |
| Fairfield Financial Advisors, LTD | 230 | $17.3K | 0.01% | +1+0.4% | Added |
| Twin Lakes Capital Management, LLC | 235 | $17.7K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 236 | $17.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 239 | $18.0K | 0.01% | +239 | New |
| SRS Capital Advisors, Inc. | 240 | $18.1K | 0.00% | +240 | New |
| Proequities, Inc. | 243 | $18.3K | 0.00% | −114−31.9% | Reduced |
| First Personal Financial Services | 244 | $18.4K | 0.00% | +215+741.4% | Added |
| Nalls Sherbakoff Group, LLC | 248 | $18.7K | 0.02% | +2+0.8% | Added |
| Montag A & Associates Inc | 258 | $19.5K | 0.00% | +1+0.4% | Added |
| Essex Investment Management Co LLC | 273 | $20.6K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 284 | $21.4K | 0.00% | +284 | New |