| First Horizon Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $766 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 12 | $2.00K | 0.00% | −32−72.7% | Reduced |
| C M Bidwell & Associates Ltd | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 13 | $2.00K | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Personal Wealth Partners | 16 | $2.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 19 | $2.88K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Hoese & Co LLP | 21 | $3.00K | 0.00% | +21 | New |
| TD Ameritrade Investment Management, LLC | 29 | $4.00K | 0.00% | −43−59.7% | Reduced |
| Carroll Financial Associates, Inc. | 30 | $4.00K | 0.00% | −19−38.8% | Reduced |
| Jones Financial Companies LLLP | 24 | $4.00K | 0.00% | −3−11.1% | Reduced |
| West Paces Advisors Inc. | 32 | $4.85K | 0.00% | +32 | New |
| Versant Capital Management, Inc | 34 | $5.00K | 0.00% | −53−60.9% | Reduced |
| Tarbox Family Office, Inc. | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 34 | $5.00K | 0.00% | +23+209.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 39 | $6.00K | 0.00% | −194−83.3% | Reduced |
| Prestige Wealth Management Group LLC | 35 | $6.00K | 0.00% | −17−32.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 37 | $6.00K | 0.00% | +4+12.1% | Added |
| Brewin Dolphin Ltd | 40 | $6.06K | 0.00% | +40 | New |
| Massmutual Trust Co FSB | 45 | $7.00K | 0.00% | −17−27.4% | Reduced |
| Altshuler Shaham Ltd | 43 | $7.00K | 0.00% | +43 | New |
| Charter Oak Capital Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 55 | $8.00K | 0.00% | +20+57.1% | Added |
| Clearstead Advisors, LLC | 54 | $8.00K | 0.00% | +34+170.0% | Added |
| Red Door Wealth Management, LLC | 56 | $8.00K | 0.00% | +56 | New |
| Farmers & Merchants Investments Inc | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 69 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 70 | $11.0K | 0.00% | +70 | New |
| FinTrust Capital Advisors, LLC | 81 | $12.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $12.0K | 0.00% | +30+60.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 78 | $12.0K | 0.01% | +78 | New |
| Delos Wealth Advisors, LLC | 80 | $12.0K | 0.02% | +80 | New |
| Delta Asset Management LLC | 91 | $14.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 91 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 93 | $14.0K | 0.00% | +10+12.0% | Added |
| Atlas Capital Advisors LLC | 96 | $14.6K | 0.00% | −57−37.3% | Reduced |
| Marquette Asset Management, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 96 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 115 | $17.4K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 116 | $18.0K | 0.00% | −34−22.7% | Reduced |
| Baystate Wealth Management LLC | 117 | $18.0K | 0.00% | 00.0% | Unchanged |
| Motco | 124 | $19.0K | 0.00% | +124 | New |
| Essex Investment Management Co LLC | 135 | $20.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 135 | $20.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 129 | $20.0K | 0.01% | +39+43.3% | Added |
| Loomis Sayles & Co L P | 133 | $20.0K | 0.00% | +62+87.3% | Added |
| Acima Private Wealth, LLC | 140 | $21.0K | 0.01% | −40−22.2% | Reduced |
| Aua Capital Management, LLC | 147 | $22.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 147 | $22.0K | 0.00% | +147 | New |
| Arkadios Wealth Advisors | 157 | $23.0K | 0.00% | +57+57.0% | Added |
| Financial Perspectives, Inc | 164 | $24.9K | 0.01% | −24,405−99.3% | Reduced |
| Twin Lakes Capital Management, LLC | 181 | $27.0K | 0.02% | +1+0.6% | Added |
| Hall Laurie J Trustee | 200 | $30.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 204 | $30.0K | 0.01% | +1+0.5% | Added |
| M&R Capital Management Inc | 200 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 218 | $33.0K | 0.00% | +18+9.0% | Added |
| NuWave Investment Management, LLC | 220 | $33.0K | 0.04% | +220 | New |
| Geneos Wealth Management Inc. | 225 | $34.0K | 0.00% | −869−79.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 239 | $36.0K | 0.00% | +92+62.6% | Added |
| BBVA USA | 238 | $36.0K | 0.00% | +238 | New |
| TCI Wealth Advisors, Inc. | 244 | $37.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 242 | $37.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 247 | $37.0K | 0.01% | +130+111.1% | Added |
| HM Payson & Co | 250 | $38.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 257 | $39.0K | 0.00% | +4+1.6% | Added |
| Harvest Fund Management Co., Ltd | 257 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 262 | $40.0K | 0.00% | −63−19.4% | Reduced |
| American Portfolios Advisors | 268 | $40.6K | 0.00% | +3+1.1% | Added |
| Lindbrook Capital, LLC | 274 | $42.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 276 | $42.0K | 0.00% | +24+9.5% | Added |
| Dividend Assets Capital, LLC | 300 | $45.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 300 | $45.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 305 | $46.0K | 0.01% | +27+9.7% | Added |
| Roble, Belko & Company, Inc | 310 | $47.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 314 | $48.0K | 0.01% | −11−3.4% | Reduced |
| Spire Wealth Management | 335 | $51.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 350 | $54.0K | 0.01% | −50−12.5% | Reduced |
| Harbour Investments, Inc. | 353 | $54.0K | 0.00% | +3+0.9% | Added |
| Trust Co of Vermont | 400 | $61.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 411 | $62.0K | 0.02% | +160+63.7% | Added |