| Penserra Capital Management LLC | 6 | $0 | 0.00% | −534−98.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| HighMark Wealth Management LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1 | $129 | 0.00% | +1 | New |
| MUFG Securities EMEA plc | 1 | $132 | 0.00% | −38,238−100.0% | Reduced |
| Caitlin John, LLC | 1 | $132 | 0.00% | −383−99.7% | Reduced |
| Gradient Investments LLC | 1 | $132 | 0.00% | −101−99.0% | Reduced |
| Tfo-TDC, LLC | 1 | $132 | 0.00% | −1−50.0% | Reduced |
| CGC Financial Services, LLC | 1 | $132 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $132 | 0.00% | +1 | New |
| Robinswood Financial LLC | 2 | $258 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2 | $263 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2 | $267 | 0.00% | +2 | New |
| Abich Financial Wealth Management LLC | 3 | $395 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $396 | 0.00% | +1+50.0% | Added |
| New Covenant Trust Company, N.A. | 4 | $527 | 0.00% | +4 | New |
| Tucker Asset Management LLC | 5 | $659 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 5 | $659 | 0.00% | +5 | New |
| Tradewinds Capital Management, LLC | 6 | $791 | 0.00% | −10−62.5% | Reduced |
| American Capital Advisory, LLC | 4 | $885 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $923 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 8 | $1.05K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.05K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.19K | 0.00% | +6+200.0% | Added |
| Quest Partners LLC | 9 | $1.19K | 0.00% | +9 | New |
| Bray Capital Advisors | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 10 | $1.32K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $1.32K | 0.00% | +2+25.0% | Added |
| Financial Perspectives, Inc | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 12 | $1.58K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 12 | $1.58K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 13 | $1.71K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 14 | $1.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $2.00K | 0.00% | −7−36.8% | Reduced |
| Avion Wealth | 11 | $2.00K | 0.00% | −4−26.7% | Reduced |
| 1832 Asset Management L.P. | 17 | $2.24K | 0.00% | −718−97.7% | Reduced |
| Hexagon Capital Partners LLC | 17 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 18 | $2.33K | 0.00% | +14+350.0% | Added |
| MCF Advisors LLC | 18 | $2.37K | 0.00% | +11+157.1% | Added |
| ORG Partners LLC | 19 | $2.48K | 0.00% | −1,354−98.6% | Reduced |
| Beacon Capital Management, LLC | 20 | $2.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $2.63K | 0.00% | +1+5.3% | Added |
| Sofos Investments, Inc. | 21 | $2.76K | 0.00% | +20+2,000.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 21 | $2.77K | 0.00% | +21 | New |
| Prestige Wealth Management Group LLC | 22 | $2.90K | 0.00% | −64−74.4% | Reduced |
| Laurel Wealth Advisors LLC | 25 | $3.29K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 25 | $3.29K | 0.00% | +25 | New |
| Abound Wealth Management | 26 | $3.43K | 0.00% | +6+30.0% | Added |
| Pacifica Partners Inc. | 30 | $3.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $3.56K | 0.00% | −1−3.6% | Reduced |
| IAG Wealth Partners, LLC | 28 | $3.69K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 28 | $3.69K | 0.00% | +24+600.0% | Added |
| Fortitude Family Office, LLC | 29 | $3.82K | 0.00% | −11−27.5% | Reduced |
| Horrell Capital Management, Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $4.22K | 0.00% | +20+166.7% | Added |
| FinTrust Capital Advisors, LLC | 35 | $4.61K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 35 | $4.61K | 0.00% | +35 | New |
| Coston, McIsaac & Partners | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 39 | $5.15K | 0.00% | +39 | New |
| CVA Family Office, LLC | 40 | $5.27K | 0.00% | −285−87.7% | Reduced |
| Sawyer & Company, Inc | 40 | $5.27K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 41 | $5.36K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 46 | $6.08K | 0.00% | +44+2,200.0% | Added |
| Clearstead Advisors, LLC | 50 | $6.58K | 0.00% | −28−35.9% | Reduced |
| Godsey & Gibb Associates | 50 | $6.59K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 50 | $6.59K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $6.59K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 50 | $6.59K | 0.00% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $6.60K | 0.00% | +38+316.7% | Added |
| Winch Advisory Services, LLC | 51 | $6.68K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 54 | $6.92K | 0.00% | +1+1.9% | Added |
| Harvest Fund Management Co., Ltd | 54 | $7.00K | 0.00% | −414−88.5% | Reduced |
| GW&K Investment Management, LLC | 52 | $7.00K | 0.00% | −2−3.7% | Reduced |
| Smartleaf Asset Management LLC | 61 | $7.86K | 0.00% | +52+577.8% | Added |
| Hazlett, Burt & Watson, Inc. | 58 | $8.00K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 58 | $8.00K | 0.00% | +58 | New |
| Cullen/Frost Bankers, Inc. | 61 | $8.04K | 0.00% | +10+19.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 65 | $8.56K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 79 | $8.59K | 0.00% | −7−8.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 69 | $9.09K | 0.00% | −109−61.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 70 | $9.22K | 0.00% | +70 | New |
| First Horizon Advisors, Inc. | 74 | $9.75K | 0.00% | +44+146.7% | Added |
| Aspire Private Capital, LLC | 81 | $10.7K | 0.00% | +28+52.8% | Added |
| Sachetta, LLC | 78 | $11.3K | 0.01% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 100 | $12.0K | 0.00% | +100 | New |
| Delta Asset Management LLC | 93 | $12.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 96 | $12.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $13.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 102 | $13.4K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 103 | $13.7K | 0.02% | +8+8.4% | Added |
| SOA Wealth Advisors, LLC. | 104 | $13.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 104 | $13.7K | 0.00% | −1−1.0% | Reduced |
| Paloma Partners Management Co | 104 | $13.7K | 0.00% | +104 | New |
| DT Investment Partners, LLC | 106 | $14.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 108 | $14.2K | 0.01% | −5−4.4% | Reduced |
| Trust Co of Vermont | 108 | $14.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 110 | $14.5K | 0.01% | +110 | New |
| Close Asset Management Ltd | 115 | $15.0K | 0.00% | −115−50.0% | Reduced |