| Penserra Capital Management LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 0 | $2 | 0.00% | −4−100.0% | Reduced |
| Davis Capital Management | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2 | $118 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2 | $118 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 3 | $178 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $178 | 0.00% | +3 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $183 | 0.00% | +3 | New |
| Godfrey Financial Associates, Inc. | 4 | $236 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4 | $236 | 0.00% | +4 | New |
| Private Wealth Management Group, LLC | 4 | $237 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4 | $278 | 0.00% | +4 | New |
| NVWM, LLC | 5 | $296 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $296 | 0.00% | +5 | New |
| Portus Wealth Advisors, LLC | 5 | $296 | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 6 | $355 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $355 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 6 | $355 | 0.00% | +6 | New |
| TopTier Wealth Management, LLC | 6 | $355 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 8 | $473 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 8 | $473 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 8 | $473 | 0.00% | +8 | New |
| Silver Grove Financial Group, Inc. | 8 | $473 | 0.00% | +8 | New |
| Arlington Trust Co LLC | 9 | $532 | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 10 | $591 | 0.00% | +1+11.1% | Added |
| Marquette Asset Management, LLC | 10 | $592 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10 | $601 | 0.00% | +10 | New |
| Colonial Trust Co | 11 | $650 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 12 | $699 | 0.00% | +7+140.0% | Added |
| Bogart Wealth, LLC | 12 | $709 | 0.00% | +1+9.1% | Added |
| American Capital Advisory, LLC | 14 | $828 | 0.00% | +1+7.7% | Added |
| HFM Investment Advisors, LLC | 14 | $828 | 0.00% | +2+16.7% | Added |
| Lodestone Wealth Management LLC | 15 | $887 | 0.00% | −3−16.7% | Reduced |
| 1015 Capital Partners, LLC | 15 | $887 | 0.00% | +2+15.4% | Added |
| Kilter Group LLC | 15 | $887 | 0.00% | +15 | New |
| Aspect Partners, LLC | 16 | $946 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $958 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 21 | $1.24K | 0.00% | +21 | New |
| Investors Portfolio Services LLC | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 22 | $1.30K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 24 | $1.42K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $1.48K | 0.00% | −41−62.1% | Reduced |
| Dogwood Wealth Management LLC | 26 | $1.54K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 28 | $1.70K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $1.71K | 0.00% | +13+81.3% | Added |
| BOK Financial Private Wealth, Inc. | 30 | $1.77K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 30 | $1.77K | 0.00% | +30 | New |
| Ares Financial Consulting, LLC | 30 | $1.81K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 40 | $2.00K | 0.00% | +40 | New |
| Financial Consulate, Inc | 35 | $2.07K | 0.00% | +5+16.7% | Added |
| Principia Wealth Advisory, LLC | 38 | $2.25K | 0.00% | +22+137.5% | Added |
| Adirondack Trust Co | 40 | $2.36K | 0.00% | +40 | New |
| Basepoint Wealth LLC | 40 | $2.36K | 0.00% | +40 | New |
| Sachetta, LLC | 40 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $2.42K | 0.00% | +10+32.3% | Added |
| DiNuzzo Private Wealth, Inc. | 42 | $2.48K | 0.00% | +7+20.0% | Added |
| WPG Advisers, LLC | 43 | $2.54K | 0.00% | −5−10.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 44 | $2.60K | 0.00% | +12+37.5% | Added |
| Clear Street Markets LLC | 44 | $2.60K | 0.00% | −353−88.9% | Reduced |
| Innovative Asset Advisors Group, LLC | 44 | $2.60K | 0.00% | +44 | New |
| Red Tortoise LLC | 47 | $2.78K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 47 | $2.78K | 0.00% | +5+11.9% | Added |
| Fairman Group, LLC | 49 | $2.90K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 50 | $2.96K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 52 | $3.07K | 0.00% | +24+85.7% | Added |
| Meramec Financial Planners, LLC | 55 | $3.52K | 0.00% | −37−40.2% | Reduced |
| IMG Wealth Management, Inc. | 67 | $3.96K | 0.00% | +58+644.4% | Added |
| Pin Oak Investment Advisors Inc | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 74 | $4.38K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 78 | $4.61K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 79 | $4.67K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 82 | $4.85K | 0.00% | −53−39.3% | Reduced |
| Raffa Wealth Management, LLC | 86 | $5.08K | 0.00% | +1+1.2% | Added |
| Whipplewood Advisors, LLC | 87 | $5.14K | 0.00% | +87 | New |
| UMA Financial Services, Inc. | 90 | $5.32K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 95 | $5.60K | 0.00% | +1+1.1% | Added |
| Purpose Unlimited Inc. | 96 | $5.67K | 0.00% | +96 | New |
| Activest Wealth Management | 96 | $5.67K | 0.00% | +79+464.7% | Added |
| American National Bank | 100 | $5.91K | 0.00% | −1,000−90.9% | Reduced |
| Westside Investment Management, Inc. | 100 | $5.91K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $5.91K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 113 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 107 | $6.33K | 0.00% | +107 | New |
| SBI Securities Co., Ltd. | 117 | $6.92K | 0.00% | +1+0.9% | Added |
| Hazlett, Burt & Watson, Inc. | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 141 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 136 | $8.04K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 138 | $8.16K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 142 | $8.39K | 0.00% | +142 | New |
| Itau Unibanco Holding S.A. | 147 | $8.69K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 147 | $8.69K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 148 | $8.75K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 150 | $8.89K | 0.00% | +11+7.9% | Added |
| MV Capital Management, Inc. | 153 | $9.04K | 0.00% | +5+3.4% | Added |
| Highline Wealth Partners LLC | 154 | $9.10K | 0.00% | +154 | New |
| ZRC Wealth Management, LLC | 155 | $9.16K | 0.00% | +32+26.0% | Added |
| HighMark Wealth Management LLC | 159 | $9.40K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 161 | $9.52K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 172 | $10.2K | 0.00% | +54+45.8% | Added |