| Penserra Capital Management LLC | 12 | $0 | 0.00% | −1,066−98.9% | Reduced |
| WestEnd Advisors, LLC | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3 | $241 | 0.00% | −44−93.6% | Reduced |
| Gradient Investments LLC | 3 | $241 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $321 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 5 | $401 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $401 | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 7 | $561 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $646 | 0.00% | +3+60.0% | Added |
| Manchester Capital Management LLC | 9 | $722 | 0.00% | +9 | New |
| Arcadia Investment Management Corp | 12 | $963 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $963 | 0.00% | +12 | New |
| Cambridge Trust Co | 10 | $1.00K | 0.00% | −268−96.4% | Reduced |
| TSFG, LLC | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| Bangor Savings Bank | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 14 | $1.12K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 15 | $1.20K | 0.00% | +15 | New |
| Aspire Private Capital, LLC | 16 | $1.28K | 0.00% | −1−5.9% | Reduced |
| New Millennium Group LLC | 19 | $1.52K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 21 | $1.71K | 0.00% | +21 | New |
| Hollencrest Capital Management | 22 | $1.76K | 0.00% | +22 | New |
| Globeflex Capital L P | 23 | $1.84K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 23 | $1.84K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 23 | $2.00K | 0.00% | −238−91.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 22 | $2.00K | 0.00% | +22 | New |
| FinTrust Capital Advisors, LLC | 27 | $2.17K | 0.00% | −3−10.0% | Reduced |
| Washington Trust Advisors, Inc. | 28 | $2.25K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $2.65K | 0.00% | −4−10.8% | Reduced |
| Key Financial Inc | 44 | $2.79K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 37 | $2.97K | 0.00% | +37 | New |
| RE Dickinson Investment Advisors, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 38 | $3.05K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 38 | $3.05K | 0.00% | +38 | New |
| Disciplined Investments, LLC | 39 | $3.13K | 0.00% | −5−11.4% | Reduced |
| SJS Investment Consulting Inc. | 43 | $3.45K | 0.00% | +24+126.3% | Added |
| Raleigh Capital Management Inc. | 43 | $3.48K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 46 | $3.69K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 44 | $4.00K | 0.00% | +16+57.1% | Added |
| Gs Investments, Inc. | 50 | $4.01K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 52 | $4.17K | 0.00% | +47+940.0% | Added |
| Richard W. Paul & Associates, LLC | 53 | $4.25K | 0.00% | +53 | New |
| Emfo, LLC | 55 | $4.41K | 0.00% | +1+1.9% | Added |
| New England Capital Financial Advisors LLC | 59 | $4.91K | 0.00% | +59 | New |
| Dividend Assets Capital, LLC | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 65 | $5.00K | 0.00% | +65 | New |
| Abound Wealth Management | 67 | $5.38K | 0.00% | +14+26.4% | Added |
| Affiance Financial, LLC | 68 | $5.45K | 0.00% | +68 | New |
| Red Tortoise LLC | 68 | $5.45K | 0.00% | +68 | New |
| Capital Advisors, Ltd. LLC | 81 | $6.00K | 0.00% | +3+3.8% | Added |
| Tyler-Stone Wealth Management | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 75 | $6.00K | 0.01% | +75 | New |
| Core Alternative Capital | 76 | $6.13K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 79 | $6.34K | 0.01% | +9+12.9% | Added |
| Ruedi Wealth Management, Inc. | 82 | $6.58K | 0.00% | +82 | New |
| Accel Wealth Management | 87 | $6.98K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 234 | $7.00K | 0.00% | +234 | New |
| Motco | 88 | $7.06K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 89 | $7.14K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 94 | $7.54K | 0.00% | −164−63.6% | Reduced |
| Twin Lakes Capital Management, LLC | 100 | $8.02K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 100 | $8.02K | 0.00% | +100 | New |
| Piershale Financial Group, Inc. | 100 | $8.02K | 0.01% | +100 | New |
| Colonial Trust Advisors | 107 | $8.58K | 0.00% | +107 | New |
| Prestige Wealth Management Group LLC | 106 | $8.60K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 111 | $8.93K | 0.00% | +1+0.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 117 | $9.00K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 113 | $9.00K | 0.00% | +21+22.8% | Added |
| Glassman Wealth Services | 113 | $9.06K | 0.00% | −64−36.2% | Reduced |
| Sofos Investments, Inc. | 80 | $9.36K | 0.10% | −1,054−92.9% | Reduced |
| Money Concepts Capital Corp | 117 | $9.38K | 0.00% | +41+53.9% | Added |
| Beacon Capital Management, LLC | 119 | $9.54K | 0.00% | +73+158.7% | Added |
| Macroview Investment Management LLC | 120 | $9.64K | 0.02% | +1+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 123 | $9.87K | 0.00% | +123 | New |
| Financial Management Professionals, Inc. | 121 | $10.0K | 0.00% | +31+34.4% | Added |
| Atlas Capital Advisors LLC | 128 | $10.3K | 0.00% | −107−45.5% | Reduced |
| Evermay Wealth Management LLC | 130 | $10.5K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 137 | $11.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 138 | $11.1K | 0.00% | −15−9.8% | Reduced |
| JFS Wealth Advisors, LLC | 147 | $11.8K | 0.00% | +9+6.5% | Added |
| Zions Bancorporation, N.A. | 148 | $11.9K | 0.00% | −5,025−97.1% | Reduced |
| Strengthening Families & Communities, LLC | 148 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 150 | $12.0K | 0.01% | +150 | New |
| Sargent Bickham Lagudis LLC | 152 | $12.2K | 0.00% | +2+1.3% | Added |
| Distillate Capital Partners LLC | 154 | $12.4K | 1.15% | +154 | New |
| Toth Financial Advisory Corp | 158 | $12.7K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 159 | $12.8K | 0.00% | +59+59.0% | Added |
| CVA Family Office, LLC | 165 | $13.2K | 0.00% | +30+22.2% | Added |
| First Manhattan Co | 176 | $14.1K | 0.00% | +76+76.0% | Added |
| Ellevest, Inc. | 181 | $14.5K | 0.00% | −30−14.2% | Reduced |
| State of Wyoming | 183 | $14.7K | 0.00% | −3−1.6% | Reduced |
| Seldon Capital LP | 194 | $15.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 195 | $15.6K | 0.00% | +50+34.5% | Added |