| Brown Brothers Harriman & Co | 4 | $0 | 0.00% | −500−99.2% | Reduced |
| Brewin Dolphin Ltd | 14 | $0 | 0.00% | −53−79.1% | Reduced |
| Rockefeller Capital Management L.P. | 20 | $0 | 0.00% | −18−47.4% | Reduced |
| Bell Investment Advisors, Inc | 15 | $0 | 0.00% | −13−46.4% | Reduced |
| Salem Investment Counselors Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 4 | $0 | 0.00% | +4 | New |
| PYA Waltman Capital, LLC | 9 | $0 | 0.00% | +9 | New |
| Concord Wealth Partners | 4 | $0 | 0.00% | +4 | New |
| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 10 | $0 | 0.00% | +10 | New |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| Amplius Wealth Advisors, LLC | 11 | $0 | 0.00% | +11 | New |
| James Reed Financial Services, Inc. | 29 | $0 | 0.00% | +29 | New |
| Kelly Financial Services LLC | 7 | $231 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 45 | $1.00K | 0.00% | −155−77.5% | Reduced |
| Vectors Research Management, LLC | 16 | $1.00K | 0.00% | −166−91.2% | Reduced |
| First Manhattan Co | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $1.00K | 0.00% | +10+31.3% | Added |
| Lowe Wealth Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 41 | $1.00K | 0.00% | +41 | New |
| Optimum Investment Advisors | 30 | $1.00K | 0.00% | +30 | New |
| Capital Advisors, Ltd. LLC | 37 | $1.00K | 0.00% | +37 | New |
| FinTrust Capital Advisors, LLC | 17 | $1.00K | 0.00% | +17 | New |
| RE Dickinson Investment Advisors, LLC | 17 | $1.00K | 0.00% | +17 | New |
| KB Financial Partners, LLC | 37 | $1.00K | 0.00% | +37 | New |
| Covestor Ltd | 21 | $1.00K | 0.00% | +21 | New |
| City State Bank | 27 | $1.00K | 0.00% | +27 | New |
| Valley National Advisers Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 75 | $2.00K | 0.00% | +75 | New |
| Toronto Dominion Bank | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 89 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 80 | $3.00K | 0.00% | +67+515.4% | Added |
| Smith, Moore & Co. | 83 | $3.00K | 0.00% | +83 | New |
| Surevest, LLC | 94 | $3.00K | 0.00% | +94 | New |
| SkyView Investment Advisors, LLC | 99 | $3.00K | 0.00% | +99 | New |
| Ahl Investment Management, Inc. | 81 | $3.00K | 0.00% | +81 | New |
| Strengthening Families & Communities, LLC | 77 | $3.00K | 0.00% | +77 | New |
| Covington Capital Management | 125 | $4.00K | 0.00% | −95−43.2% | Reduced |
| Credit Agricole S A | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 126 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 117 | $4.00K | 0.00% | +117 | New |
| Ford Financial Group, LLC | 137 | $4.00K | 0.00% | +137 | New |
| First Community Trust NA | 137 | $4.52K | 0.00% | +137 | New |
| Bessemer Group Inc | 145 | $5.00K | 0.00% | −265−64.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 161 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 174 | $5.00K | 0.00% | +20+13.0% | Added |
| PFS Partners, LLC | 181 | $5.97K | 0.00% | +181 | New |
| HM Payson & Co | 180 | $6.00K | 0.00% | −52−22.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 188 | $6.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 183 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rinkey Investments | 181 | $6.00K | 0.01% | +181 | New |
| American Portfolios Advisors | 183 | $6.04K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 184 | $7.00K | 0.00% | +41+28.7% | Added |
| Aspire Private Capital, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 246 | $8.00K | 0.00% | +21+9.3% | Added |
| Dark Forest Capital Management LP | 250 | $8.00K | 0.00% | +250 | New |
| Parkside Financial Bank & Trust | 286 | $9.00K | 0.00% | −1−0.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 327 | $11.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 377 | $12.0K | 0.00% | −2−0.5% | Reduced |
| CoreCap Advisors, LLC | 396 | $13.0K | 0.00% | +396 | New |
| Northwestern Mutual Wealth Management Co | 416 | $14.0K | 0.00% | −376−47.5% | Reduced |
| KEMPER Corp | 427 | $14.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 416 | $14.3K | 0.00% | +416 | New |
| Harbour Investments, Inc. | 465 | $15.0K | 0.00% | −1,188−71.9% | Reduced |
| Wolverine Asset Management LLC | 467 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 492 | $16.0K | 0.01% | −8−1.6% | Reduced |