| Carroll Financial Associates, Inc. | 2 | $0 | 0.00% | −202−99.0% | Reduced |
| Versant Capital Management, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 1 | $253 | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | +2 | New |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Proequities, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $2.00K | 0.00% | −6−50.0% | Reduced |
| South State Corp. | 7 | $2.00K | 0.00% | +7 | New |
| Core Alternative Capital | 8 | $2.00K | 0.00% | +8 | New |
| KB Financial Partners, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Delta Asset Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 12 | $3.00K | 0.00% | +12 | New |
| Zullo Investment Group, Inc. | 13 | $3.00K | 0.00% | +13 | New |
| West Paces Advisors Inc. | 14 | $3.54K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $4.00K | 0.00% | +17 | New |
| Amplius Wealth Advisors, LLC | 16 | $4.00K | 0.00% | +16 | New |
| IFP Advisors, Inc | 22 | $5.00K | 0.00% | −22−50.0% | Reduced |
| Hanson & Doremus Investment Management | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 22 | $5.00K | 0.00% | +22 | New |
| Sutton Wealth Advisors Inc. | 21 | $5.30K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $7.00K | 0.01% | – | New |
| Delos Wealth Advisors, LLC | 28 | $7.00K | 0.01% | +28 | New |
| Raffa Wealth Management, LLC | 29 | $7.33K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 32 | $8.00K | 0.00% | +32 | New |
| Fieldpoint Private Securities, LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $9.00K | 0.00% | +35 | New |
| MV Capital Management, Inc. | 40 | $10.0K | 0.00% | +7+21.2% | Added |
| Trustcore Financial Services, LLC | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 48 | $12.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 46 | $12.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 48 | $12.0K | 0.00% | +48 | New |
| Montag A & Associates Inc | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 52 | $13.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 56 | $14.0K | 0.00% | −3−5.1% | Reduced |
| Centerpoint Advisors, LLC | 56 | $14.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 65 | $16.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 65 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 65 | $16.4K | 0.01% | +65 | New |
| Glassman Wealth Services | 68 | $17.0K | 0.00% | +16+30.8% | Added |
| Gradient Investments LLC | 70 | $18.0K | 0.00% | −20−22.2% | Reduced |
| Parkside Financial Bank & Trust | 73 | $18.0K | 0.00% | +3+4.3% | Added |
| Bell Investment Advisors, Inc | 70 | $18.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 72 | $18.0K | 0.00% | +72 | New |
| Snowden Capital Advisors LLC | 75 | $18.0K | 0.00% | +75 | New |
| Fortitude Advisory Group L.L.C. | 70 | $18.0K | 0.01% | +70 | New |
| Charter Oak Capital Management, LLC | 85 | $21.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 87 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 90 | $23.0K | 0.00% | −1,180−92.9% | Reduced |
| Old Second National Bank of Aurora | 140 | $23.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 100 | $25.0K | 0.01% | +100 | New |
| JFS Wealth Advisors, LLC | 102 | $26.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 106 | $27.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 116 | $29.0K | 0.00% | −44−27.5% | Reduced |
| Rise Advisors, LLC | 120 | $30.2K | 0.03% | +120 | New |
| Monetary Management Group Inc | 125 | $32.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 139 | $35.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 138 | $35.0K | 0.00% | +18+15.0% | Added |
| Blume Capital Management, Inc. | 150 | $38.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 155 | $39.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 158 | $40.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 168 | $42.0K | 0.01% | −7−4.0% | Reduced |
| Rosenberg Matthew Hamilton | 176 | $44.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 175 | $44.0K | 0.02% | +175 | New |
| TD Private Client Wealth LLC | 176 | $44.5K | 0.00% | +5+2.9% | Added |
| Signet Financial Management, LLC | 178 | $45.0K | 0.01% | +178 | New |
| Private Capital Group, LLC | 192 | $49.0K | 0.01% | −16−7.7% | Reduced |
| Castleview Partners, LLC | 12,376 | $49.0K | 0.00% | +12,376 | New |
| Capstone Investment Advisors, LLC | 199 | $50.0K | 0.00% | +170+586.2% | Added |
| Dark Forest Capital Management LP | 220 | $56.0K | 0.02% | +49+28.7% | Added |
| Arlington Partners LLC | 227 | $57.0K | 0.02% | −211−48.2% | Reduced |
| Allworth Financial LP | 226 | $57.0K | 0.00% | −50−18.1% | Reduced |
| RPg Family Wealth Advisory, LLC | 232 | $59.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 234 | $59.0K | 0.01% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 259 | $65.0K | 0.07% | +133+105.6% | Added |
| Covestor Ltd | 256 | $65.0K | 0.09% | +256 | New |
| JJJ Advisors Inc. | 261 | $66.0K | 0.02% | +39+17.6% | Added |
| TAP Consulting, LLC | 261 | $66.0K | 0.02% | +261 | New |
| CWM, LLC | 274 | $69.0K | 0.00% | +274 | New |
| First Horizon Advisors, Inc. | 277 | $70.0K | 0.00% | −17−5.8% | Reduced |
| Geneos Wealth Management Inc. | 284 | $71.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 313 | $79.0K | 0.01% | +313 | New |