| Penserra Capital Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| SJS Investment Consulting Inc. | 1 | $95 | 0.00% | −5−83.3% | Reduced |
| CGC Financial Services, LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1 | $95 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $95 | 0.00% | +1 | New |
| Capital Performance Advisors LLP | 2 | $187 | 0.00% | +2 | New |
| Robinswood Financial LLC | 2 | $189 | 0.00% | −70−97.2% | Reduced |
| Claris Advisors, LLC | 2 | $189 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $190 | 0.00% | −18−90.0% | Reduced |
| Bokf, NA | 3 | $283 | 0.00% | −2−40.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $285 | 0.00% | −4−57.1% | Reduced |
| True Wealth Design, LLC | 3 | $285 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $285 | 0.00% | +1+50.0% | Added |
| ClariVest Asset Management LLC | 3 | $289 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4 | $379 | 0.00% | +3+300.0% | Added |
| Paloma Partners Management Co | 5 | $474 | 0.00% | −3,845−99.9% | Reduced |
| NVWM, LLC | 5 | $474 | 0.00% | +2+66.7% | Added |
| Carolinas Wealth Consulting LLC | 5 | $476 | 0.00% | −6−54.5% | Reduced |
| Clear Investment Research, LLC | 5 | $481 | 0.00% | −4−44.4% | Reduced |
| Riverview Trust Co | 6 | $568 | 0.00% | +6 | New |
| Tradewinds Capital Management, LLC | 6 | $569 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 6 | $573 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $663 | 0.00% | −2−22.2% | Reduced |
| JDM Financial Group LLC | 8 | $758 | 0.00% | +8 | New |
| Bray Capital Advisors | 10 | $947 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $947 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $961 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 13 | $1.00K | 0.00% | −2,107−99.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | +3+37.5% | Added |
| Cranbrook Wealth Management, LLC | 11 | $1.04K | 0.00% | +11 | New |
| Your Advocates Ltd., LLP | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $1.14K | 0.00% | −6−33.3% | Reduced |
| Atlantic Trust, LLC | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12 | $1.31K | 0.00% | −415−97.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $1.33K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $1.61K | 0.00% | +7+70.0% | Added |
| Beacon Capital Management, LLC | 17 | $1.61K | 0.00% | +17 | New |
| Dunhill Financial, LLC | 18 | $1.71K | 0.00% | +12+200.0% | Added |
| SWAN Capital LLC | 20 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 20 | $1.92K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 21 | $1.99K | 0.00% | +3+16.7% | Added |
| Financial Management Professionals, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 23 | $2.18K | 0.00% | −267−92.1% | Reduced |
| Laurel Wealth Advisors LLC | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $2.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $2.56K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 28 | $2.65K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 29 | $2.75K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $2.84K | 0.00% | −17−36.2% | Reduced |
| Horrell Capital Management, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 35 | $3.31K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 35 | $3.31K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 33 | $3.37K | 0.00% | +29+725.0% | Added |
| Darwin Advisors, LLC | 36 | $3.43K | 0.00% | +36 | New |
| REAP Financial Group, LLC | 37 | $3.46K | 0.00% | −56−60.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 37 | $3.52K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $3.79K | 0.00% | +7+21.2% | Added |
| Archer Investment Corp | 41 | $3.88K | 0.00% | −1,692−97.6% | Reduced |
| Princeton Global Asset Management LLC | 41 | $3.88K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 41 | $3.95K | 0.00% | −385−90.4% | Reduced |
| Sawyer & Company, Inc | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 46 | $4.00K | 0.00% | +46 | New |
| North Star Investment Management Corp. | 45 | $4.26K | 0.00% | −525−92.1% | Reduced |
| Trust Co of Vermont | 46 | $4.36K | 0.00% | −108−70.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 48 | $4.51K | 0.00% | +48 | New |
| First Horizon Advisors, Inc. | 48 | $4.54K | 0.00% | −21−30.4% | Reduced |
| Private Wealth Management Group, LLC | 49 | $4.64K | 0.00% | +49 | New |
| Godsey & Gibb Associates | 50 | $4.74K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 50 | $4.74K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 50 | $4.74K | 0.00% | +50 | New |
| Reuter James Wealth Management, LLC | 50 | $4.74K | 0.00% | +50 | New |
| Winch Advisory Services, LLC | 51 | $4.84K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 61 | $5.90K | 0.00% | −7−10.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 65 | $6.16K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 69 | $6.54K | 0.00% | −192−73.6% | Reduced |
| Creative Financial Designs Inc | 69 | $6.54K | 0.00% | −148−68.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 70 | $6.63K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 72 | $6.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 73 | $6.91K | 0.00% | +44+151.7% | Added |
| GW&K Investment Management, LLC | 69 | $7.00K | 0.00% | +5+7.8% | Added |
| Meeder Asset Management Inc | 78 | $7.39K | 0.00% | +5+6.8% | Added |
| Richard W. Paul & Associates, LLC | 89 | $8.44K | 0.00% | −8,393−99.0% | Reduced |
| Motco | 92 | $8.71K | 0.00% | −193−67.7% | Reduced |
| Delta Asset Management LLC | 93 | $8.81K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $9.47K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $9.47K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 100 | $9.47K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 100 | $9.47K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $9.47K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $9.47K | 0.01% | +100 | New |
| Caas Capital Management LP | 100 | $9.47K | 0.01% | +100 | New |
| Sound Income Strategies, LLC | 101 | $9.57K | 0.00% | +101 | New |
| SRS Capital Advisors, Inc. | 102 | $9.66K | 0.00% | +29+39.7% | Added |
| Raleigh Capital Management Inc. | 104 | $9.85K | 0.00% | +13+14.3% | Added |
| SOA Wealth Advisors, LLC. | 105 | $9.91K | 0.00% | +1+1.0% | Added |
| Harbor Investment Advisory, LLC | 105 | $9.95K | 0.00% | −18−14.6% | Reduced |