| Penserra Capital Management LLC | 6 | $0 | 0.00% | −3−33.3% | Reduced |
| Avion Wealth | 10 | $0 | 0.00% | +5+100.0% | Added |
| Anchor Investment Management, LLC | 1 | $141 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $193 | 0.00% | +1+100.0% | Added |
| Cassady Schiller Wealth Management, LLC | 3 | $290 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 3 | $290 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $291 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $387 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 6 | $580 | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 7 | $676 | 0.00% | +2+40.0% | Added |
| True Wealth Design, LLC | 10 | $967 | 0.00% | −1−9.1% | Reduced |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | −1−6.3% | Reduced |
| Davis Capital Management | 11 | $1.06K | 0.00% | +11 | New |
| Golden State Equity Partners | 12 | $1.16K | 0.00% | +12 | New |
| Strategic Investment Solutions, Inc. | 12 | $1.16K | 0.00% | +12 | New |
| Continuum Advisory, LLC | 13 | $1.17K | 0.00% | +13 | Added |
| Capital Performance Advisors LLP | 15 | $1.45K | 0.00% | +15 | New |
| Raleigh Capital Management Inc. | 17 | $1.64K | 0.00% | +17 | New |
| Kozak & Associates, Inc. | 20 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20 | $1.95K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 21 | $2.03K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 22 | $2.13K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 22 | $2.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $2.32K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 26 | $2.51K | 0.00% | −12−31.6% | Reduced |
| Brown Brothers Harriman & Co | 27 | $2.61K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $2.61K | 0.00% | +1+3.8% | Added |
| Hexagon Capital Partners LLC | 29 | $2.80K | 0.00% | +26+866.7% | Added |
| SJS Investment Consulting Inc. | 29 | $2.80K | 0.00% | −1−3.3% | Reduced |
| Dunhill Financial, LLC | 31 | $2.99K | 0.00% | +15+93.8% | Added |
| Reuter James Wealth Management, LLC | 32 | $3.09K | 0.00% | +32 | New |
| Front Row Advisors LLC | 34 | $3.29K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 35 | $3.38K | 0.00% | +35 | New |
| Pineridge Advisors LLC | 39 | $3.78K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $3.87K | 0.00% | +8+25.0% | Added |
| Ashton Thomas Securities, LLC | 41 | $3.96K | 0.00% | +41 | New |
| Abound Wealth Management | 41 | $3.97K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 42 | $4.06K | 0.00% | +2+5.0% | Added |
| Larson Financial Group LLC | 45 | $4.35K | 0.00% | −2−4.3% | Reduced |
| Legend Financial Advisors, Inc. | 45 | $4.35K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 51 | $4.97K | 0.02% | +51 | New |
| Robinswood Financial LLC | 55 | $5.32K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 67 | $6.47K | 0.00% | −4−5.6% | Reduced |
| Geneos Wealth Management Inc. | 67 | $6.47K | 0.00% | +67 | New |
| Global Retirement Partners, LLC | 72 | $6.96K | 0.00% | +28+63.6% | Added |
| REAP Financial Group, LLC | 76 | $7.34K | 0.00% | −62−44.9% | Reduced |
| Fortitude Family Office, LLC | 76 | $7.34K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 78 | $7.54K | 0.00% | −52−40.0% | Reduced |
| Private Wealth Management Group, LLC | 79 | $7.63K | 0.00% | −4−4.8% | Reduced |
| TFC Financial Management | 80 | $7.73K | 0.00% | +44+122.2% | Added |
| First Horizon Advisors, Inc. | 83 | $8.08K | 0.00% | +3+3.8% | Added |
| Principal Securities, Inc. | 87 | $8.45K | 0.00% | −9−9.4% | Reduced |
| Sandy Spring Bank | 90 | $8.70K | 0.00% | −12−11.8% | Reduced |
| Parkside Financial Bank & Trust | 91 | $8.80K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 95 | $9.00K | 0.00% | +16+20.3% | Added |
| Bogart Wealth, LLC | 100 | $9.66K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $9.66K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 100 | $9.66K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 100 | $9.66K | 0.00% | +100 | New |
| West Branch Capital LLC | 102 | $9.81K | 0.00% | +26+34.2% | Added |
| Sunbelt Securities, Inc. | 103 | $9.98K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $10.4K | 0.00% | −200−64.9% | Reduced |
| Hemington Wealth Management | 142 | $11.0K | 0.00% | +142 | New |
| GoalVest Advisory LLC | 114 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 120 | $11.6K | 0.01% | −1−0.8% | Reduced |
| Richard W. Paul & Associates, LLC | 120 | $11.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 122 | $11.8K | 0.00% | +3+2.5% | Added |
| Chelsea Counsel Co | 130 | $12.6K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 135 | $13.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 138 | $13.3K | 0.01% | −13,139−99.0% | Reduced |
| Millburn Ridgefield Corp | 149 | $14.4K | 0.00% | −46−23.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 150 | $14.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 161 | $15.0K | 0.00% | −51−24.1% | Reduced |
| EverSource Wealth Advisors, LLC | 160 | $15.5K | 0.00% | −198−55.3% | Reduced |
| Iron Horse Wealth Management, LLC | 170 | $16.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $16.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 200 | $19.3K | 0.00% | −15−7.0% | Reduced |
| Proequities, Inc. | 200 | $19.3K | 0.00% | −12−5.7% | Reduced |
| Altshuler Shaham Ltd | 221 | $21.4K | 0.00% | −44−16.6% | Reduced |
| Private Trust Co NA | 224 | $21.6K | 0.00% | −137−38.0% | Reduced |
| Ossiam | 232 | $22.4K | 0.00% | −10,909−97.9% | Reduced |
| Colonial Trust Advisors | 250 | $24.2K | 0.00% | +100+66.7% | Added |
| Eastern Bank | 250 | $24.2K | 0.00% | +250 | New |
| Mizuho Bank, Ltd. | 250 | $24.2K | 0.00% | +250 | New |
| SRS Capital Advisors, Inc. | 265 | $25.6K | 0.00% | +239+919.2% | Added |
| Walleye Capital LLC | 277 | $26.8K | 0.00% | −8,314−96.8% | Reduced |
| Global Financial Private Client, LLC | 312 | $30.2K | 0.01% | +130+71.4% | Added |
| FinTrust Capital Advisors, LLC | 318 | $30.7K | 0.01% | +168+112.0% | Added |
| Ancora Advisors, LLC | 335 | $32.4K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 344 | $33.2K | 0.00% | +344 | New |
| Bryn Mawr Trust Co | 354 | $34.2K | 0.00% | +354 | New |
| Huntington National Bank | 377 | $36.4K | 0.00% | +41+12.2% | Added |
| Massmutual Trust Co FSB | 378 | $36.5K | 0.00% | −51−11.9% | Reduced |
| Central Trust Co | 385 | $37.2K | 0.00% | −50−11.5% | Reduced |
| Logan Capital Management Inc | 400 | $38.7K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 400 | $38.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 433 | $41.8K | 0.00% | +124+40.1% | Added |
| Caldwell Trust Co | 445 | $43.0K | 0.00% | +445 | New |
| Riverview Trust Co | 458 | $44.3K | 0.04% | +6+1.3% | Added |
| Harbour Investments, Inc. | 491 | $47.5K | 0.00% | −12−2.4% | Reduced |
