| Penserra Capital Management LLC | 6 | $0 | 0.00% | +3+100.0% | Added |
| Avion Wealth | 4 | $0 | 0.00% | +1+33.3% | Added |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Pacific Center for Financial Services | 0 | $23 | 0.00% | 0 | Unchanged |
| Hallmark Capital Management Inc | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $136 | 0.00% | −379−99.7% | Reduced |
| Cornerstone Planning Group LLC | 3 | $381 | 0.00% | −25−89.3% | Reduced |
| Toth Financial Advisory Corp | 4 | $544 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $680 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $680 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5 | $680 | 0.00% | +5 | New |
| Bokf, NA | 6 | $803 | 0.00% | +6 | New |
| Trifecta Capital Advisors, LLC | 6 | $816 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $816 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | −7−87.5% | Reduced |
| Capital Performance Advisors LLP | 8 | $1.03K | 0.00% | +8 | New |
| Rakuten Securities, Inc. | 8 | $1.09K | 0.00% | +7+700.0% | Added |
| True Wealth Design, LLC | 9 | $1.22K | 0.00% | +2+28.6% | Added |
| Sachetta, LLC | 9 | $1.22K | 0.00% | +9 | New |
| BOK Financial Private Wealth, Inc. | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $1.77K | 0.00% | −41−75.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $1.77K | 0.00% | −1−7.1% | Reduced |
| Cedar Wealth Management, LLC | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $2.12K | 0.00% | +11+220.0% | Added |
| C M Bidwell & Associates Ltd | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $2.22K | 0.00% | +14+700.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 19 | $2.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $2.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $2.72K | 0.00% | −1−4.8% | Reduced |
| Venturi Wealth Management, LLC | 21 | $2.86K | 0.00% | −417−95.2% | Reduced |
| Financial Management Professionals, Inc. | 23 | $3.00K | 0.00% | −10−30.3% | Reduced |
| Continuum Advisory, LLC | 43 | $3.18K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 26 | $3.53K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 28 | $3.81K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $4.00K | 0.00% | −5−15.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 30 | $4.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $4.62K | 0.00% | −8−19.0% | Reduced |
| Bogart Wealth, LLC | 34 | $4.62K | 0.00% | +34 | New |
| LRI Investments, LLC | 64 | $4.73K | 0.00% | −149−70.0% | Reduced |
| Highline Wealth Partners LLC | 36 | $4.83K | 0.00% | +1+2.9% | Added |
| Oakworth Capital, Inc. | 37 | $5.03K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 39 | $5.30K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $6.12K | 0.00% | +40+800.0% | Added |
| Gilliland Jeter Wealth Management LLC | 46 | $6.25K | 0.00% | +15+48.4% | Added |
| Hilltop National Bank | 50 | $6.80K | 0.00% | +50 | New |
| GW&K Investment Management, LLC | 51 | $7.00K | 0.00% | +4+8.5% | Added |
| TFC Financial Management | 55 | $7.48K | 0.00% | +30+120.0% | Added |
| Prestige Wealth Management Group LLC | 57 | $7.75K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 63 | $8.57K | 0.00% | −51−44.7% | Reduced |
| GoalVest Advisory LLC | 64 | $8.70K | 0.00% | +64 | New |
| Sandy Spring Bank | 65 | $8.84K | 0.00% | −26−28.6% | Reduced |
| Carolinas Wealth Consulting LLC | 66 | $8.97K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 71 | $9.71K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 75 | $10.2K | 0.00% | −1−1.3% | Reduced |
| Barrett & Company, Inc. | 80 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 80 | $11.0K | 0.00% | −9−10.1% | Reduced |
| Eastern Bank | 82 | $11.1K | 0.00% | +82 | New |
| Global X Japan Co., Ltd. | 83 | $11.3K | 0.00% | −5−5.7% | Reduced |
| Ashton Thomas Securities, LLC | 89 | $12.1K | 0.00% | +89 | New |
| Delta Asset Management LLC | 91 | $12.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 91 | $12.4K | 0.00% | +7+8.3% | Added |
| REAP Financial Group, LLC | 91 | $12.4K | 0.00% | −2−2.2% | Reduced |
| Meeder Asset Management Inc | 92 | $12.5K | 0.00% | +20+27.8% | Added |
| Tortoise Investment Management, LLC | 95 | $12.9K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 100 | $13.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 101 | $13.7K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 109 | $15.0K | 0.00% | +109 | New |
| Plante Moran Financial Advisors, LLC | 111 | $15.1K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 111 | $15.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 112 | $15.2K | 0.00% | +77+220.0% | Added |
| Catalyst Capital Advisors LLC | 112 | $15.2K | 0.00% | +112 | New |
| Colonial Trust Co | 115 | $15.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 117 | $15.9K | 0.00% | −11−8.6% | Reduced |
| Abound Wealth Management | 118 | $16.1K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 120 | $16.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 121 | $16.4K | 0.00% | +103+572.2% | Added |
| Sunbelt Securities, Inc. | 123 | $16.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 126 | $17.0K | 0.01% | +126 | New |
| Hemington Wealth Management | 138 | $17.0K | 0.00% | +138 | New |
| HHM Wealth Advisors, LLC | 129 | $17.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 136 | $18.5K | 0.01% | −3−2.2% | Reduced |
| Riverview Trust Co | 142 | $19.3K | 0.02% | +6+4.4% | Added |
| M&R Capital Management Inc | 149 | $20.3K | 0.00% | −79−34.6% | Reduced |
| West Financial Advisors, LLC | 157 | $21.3K | 0.00% | +157 | New |
| Financial Perspectives, Inc | 164 | $22.3K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 183 | $24.9K | 0.00% | +103+128.8% | Added |
| Umb Bank N A | 187 | $25.4K | 0.00% | −54−22.4% | Reduced |
| Fairscale Capital, LLC | 190 | $25.8K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 194 | $26.3K | 0.02% | +2+1.0% | Added |
| Hexagon Capital Partners LLC | 194 | $26.4K | 0.01% | −46−19.2% | Reduced |
| Johnson Financial Group, Inc. | 196 | $26.6K | 0.00% | +13+7.1% | Added |
| Rothschild Investment LLC | 197 | $26.8K | 0.00% | −98−33.2% | Reduced |
| Hall Laurie J Trustee | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 204 | $27.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 218 | $29.6K | 0.00% | +20+10.1% | Added |
| CoreCap Advisors, LLC | 221 | $30.1K | 0.00% | +221 | New |
| WR Wealth Planners, LLC | 240 | $32.6K | 0.01% | +161+203.8% | Added |