| American National Bank | 19 | $7.38K | 0.00% | +13+216.7% | Added |
| Oakworth Capital, Inc. | 20 | $7.77K | 0.00% | −7−25.9% | Reduced |
| Arcadia Investment Management Corp | 20 | $7.77K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $7.77K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $7.99K | 0.00% | +8+66.7% | Added |
| Financial Management Professionals, Inc. | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 21 | $8.16K | 0.00% | +21 | New |
| Hexagon Capital Partners LLC | 21 | $8.16K | 0.00% | −35−62.5% | Reduced |
| Abound Wealth Management | 21 | $8.16K | 0.00% | +3+16.7% | Added |
| Raleigh Capital Management Inc. | 22 | $8.55K | 0.00% | +22 | New |
| Nemes Rush Group LLC | 23 | $8.94K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 23 | $8.94K | 0.01% | +23 | New |
| MB, Levis & Associates, LLC | 24 | $9.33K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $9.72K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 26 | $10.1K | 0.00% | +24+1,200.0% | Added |
| Glen Eagle Advisors, LLC | 28 | $10.9K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 28 | $10.9K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $11.1K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 30 | $11.7K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 30 | $11.7K | 0.00% | +10+50.0% | Added |
| Frazier Financial Advisors, LLC | 30 | $11.7K | 0.01% | +30 | New |
| Focused Wealth Management, Inc | 31 | $12.0K | 0.00% | +3+10.7% | Added |
| Headlands Technologies LLC | 32 | $12.4K | 0.00% | −2,093−98.5% | Reduced |
| LM Advisors LLC | 32 | $12.4K | 0.00% | +32 | New |
| Bull Oak Capital, LLC | 33 | $12.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 33 | $12.8K | 0.01% | +33 | New |
| Caldwell Trust Co | 34 | $13.2K | 0.00% | −7−17.1% | Reduced |
| Gradient Investments LLC | 34 | $13.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 32 | $14.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 37 | $14.4K | 0.00% | +3+8.8% | Added |
| Plante Moran Financial Advisors, LLC | 39 | $15.2K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $15.5K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 40 | $15.6K | 0.01% | +40 | New |
| FinTrust Capital Advisors, LLC | 41 | $15.9K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 42 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 42 | $16.4K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 45 | $17.5K | 0.00% | −42−48.3% | Reduced |
| JFS Wealth Advisors, LLC | 45 | $17.5K | 0.00% | −4−8.2% | Reduced |
| Criterion Capital Advisors, LLC | 45 | $17.5K | 0.01% | +45 | New |
| Global Financial Private Client, LLC | 46 | $17.9K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 48 | $18.7K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 51 | $19.8K | 0.00% | −10−16.4% | Reduced |
| Covestor Ltd | 52 | $20.0K | 0.01% | −167−76.3% | Reduced |
| Fortitude Family Office, LLC | 52 | $20.2K | 0.02% | +52 | New |
| DT Investment Partners, LLC | 55 | $20.7K | 0.00% | −4−6.8% | Reduced |
| CVA Family Office, LLC | 55 | $21.4K | 0.00% | +55 | New |
| Baystate Wealth Management LLC | 57 | $22.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 58 | $22.5K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 58 | $22.5K | 0.01% | +48+480.0% | Added |
| MCF Advisors LLC | 59 | $22.9K | 0.00% | +50+555.6% | Added |
| Trust Co of Vermont | 62 | $24.1K | 0.00% | −210−77.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 64 | $25.0K | 0.02% | +64 | New |
| Front Row Advisors LLC | 68 | $26.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 69 | $26.8K | 0.00% | −7−9.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 69 | $26.8K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 71 | $27.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 70 | $27.2K | 0.00% | −3−4.1% | Reduced |
| Ancora Advisors, LLC | 73 | $28.4K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 75 | $29.2K | 0.01% | −11−12.8% | Reduced |
| Colonial Trust Co | 76 | $29.5K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 81 | $31.5K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 81 | $31.5K | 0.01% | +14+20.9% | Added |
| AllSquare Wealth Management LLC | 82 | $31.9K | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 82 | $31.9K | 0.00% | +82 | New |
| GW&K Investment Management, LLC | 86 | $33.0K | 0.00% | +1+1.2% | Added |
| SOA Wealth Advisors, LLC. | 86 | $33.4K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 87 | $33.8K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 88 | $34.2K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 89 | $34.6K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 91 | $35.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $36.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 94 | $36.5K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 95 | $36.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 96 | $37.2K | 0.01% | +96 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 109 | $42.4K | 0.02% | +109 | New |
| Capital Advisors, Ltd. LLC | 110 | $43.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 112 | $43.5K | 0.00% | −19−14.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 113 | $43.9K | 0.00% | +100+769.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 113 | $43.9K | 0.01% | +113 | New |
| City Holding Co | 115 | $44.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 116 | $45.1K | 0.02% | +3+2.7% | Added |
| Toth Financial Advisory Corp | 125 | $48.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $48.6K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 131 | $50.9K | 0.01% | +90+219.5% | Added |
| Acadian Asset Management LLC | 133 | $51.0K | 0.00% | −166−55.5% | Reduced |
| Catalyst Capital Advisors LLC | 141 | $54.8K | 0.00% | +30+27.0% | Added |
| Spire Wealth Management | 161 | $59.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 158 | $61.4K | 0.00% | −1−0.6% | Reduced |
| Versant Capital Management, Inc | 166 | $64.5K | 0.02% | −3−1.8% | Reduced |
| Harbour Investments, Inc. | 167 | $64.9K | 0.00% | +2+1.2% | Added |
| TCTC Holdings, LLC | 168 | $65.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 169 | $65.7K | 0.00% | +80+89.9% | Added |
| Leonteq Securities AG | 170 | $66.1K | 0.01% | −121−41.6% | Reduced |
| Fairfield, Bush & Co. | 172 | $66.9K | 0.04% | +172 | New |
| TD Waterhouse Canada Inc. | 181 | $68.0K | 0.00% | −185−50.5% | Reduced |
| Rothschild Investment LLC | 184 | $71.5K | 0.01% | +184 | New |
| Allworth Financial LP | 184 | $71.6K | 0.00% | −14−7.1% | Reduced |
| Concord Wealth Partners | 187 | $72.7K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 197 | $76.6K | 0.02% | 00.0% | Unchanged |