| Penserra Capital Management LLC | 27 | $0 | 0.00% | −3−10.0% | Reduced |
| Tounjian Advisory Partners, LLC | 1 | $35 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 2 | $57 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $57 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 4 | $115 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 6 | $172 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 6 | $172 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 8 | $230 | 0.00% | +2+33.3% | Added |
| GHP Investment Advisors, Inc. | 9 | $258 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9 | $258 | 0.00% | +9 | New |
| Maryland Capital Advisors Inc. | 9 | $258 | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 10 | $286 | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 10 | $286 | 0.00% | +10 | New |
| Seneschal Advisors, LLC | 12 | $344 | 0.00% | +1+9.1% | Added |
| Prestige Wealth Management Group LLC | 12 | $344 | 0.00% | +7+140.0% | Added |
| Investors Portfolio Services LLC | 14 | $401 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 14 | $401 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $458 | 0.00% | +4+33.3% | Added |
| Sachetta, LLC | 16 | $459 | 0.00% | +16 | New |
| North Star Investment Management Corp. | 19 | $544 | 0.00% | −65−77.4% | Reduced |
| Valued Wealth Advisors LLC | 19 | $544 | 0.00% | −29−60.4% | Reduced |
| South State Corp. | 19 | $544 | 0.00% | +14+280.0% | Added |
| Bare Financial Services, Inc | 20 | $573 | 0.00% | −17−45.9% | Reduced |
| Breakwater Investment Management | 20 | $573 | 0.00% | +20 | New |
| DecisionPoint Financial, LLC | 23 | $662 | 0.00% | +23 | New |
| Activest Wealth Management | 26 | $744 | 0.00% | −209−88.9% | Reduced |
| Principia Wealth Advisory, LLC | 26 | $744 | 0.00% | −27−50.9% | Reduced |
| Ronald Blue Trust, Inc. | 30 | $859 | 0.00% | +15+100.0% | Added |
| 1015 Capital Partners, LLC | 31 | $888 | 0.00% | +12+63.2% | Added |
| Avion Wealth | 68 | $1.00K | 0.00% | +41+151.9% | Added |
| Navigoe, LLC | 44 | $1.00K | 0.00% | +44 | New |
| Financial Consulate, Inc | 37 | $1.06K | 0.00% | −93−71.5% | Reduced |
| TD Private Client Wealth LLC | 38 | $1.09K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 38 | $1.09K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 41 | $1.17K | 0.00% | −32−43.8% | Reduced |
| Marshall Investment Management, LLC | 41 | $1.17K | 0.00% | +41 | New |
| Brooklyn FI, LLC | 40 | $1.27K | 0.00% | +40 | New |
| Planning Strategies Inc. | 45 | $1.29K | 0.00% | +45 | New |
| Kilter Group LLC | 48 | $1.38K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 50 | $1.43K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 60 | $1.72K | 0.00% | +19+46.3% | Added |
| Whipplewood Advisors, LLC | 62 | $1.77K | 0.00% | +10+19.2% | Added |
| Larson Financial Group LLC | 69 | $1.97K | 0.00% | −34−33.0% | Reduced |
| Ares Financial Consulting, LLC | 69 | $1.98K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 78 | $2.23K | 0.00% | +78 | New |
| Private Trust Co NA | 81 | $2.32K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 81 | $2.32K | 0.00% | +59+268.2% | Added |
| Nemes Rush Group LLC | 91 | $2.60K | 0.00% | +91 | New |
| Transamerica Financial Advisors, Inc. | 92 | $2.63K | 0.00% | +42+84.0% | Added |
| Quent Capital, LLC | 94 | $2.69K | 0.00% | +77+452.9% | Added |
| Quarry LP | 95 | $2.72K | 0.00% | +95 | New |
| HFM Investment Advisors, LLC | 97 | $2.78K | 0.00% | +85+708.3% | Added |
| Bogart Wealth, LLC | 100 | $2.86K | 0.00% | +100 | New |
| Raiffeisen Bank International AG | 100 | $2.88K | 0.00% | −340−77.3% | Reduced |
| Ogorek Anthony Joseph | 137 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 107 | $3.06K | 0.00% | +19+21.6% | Added |
| True Wealth Design, LLC | 122 | $3.49K | 0.00% | +122 | New |
| Harbour Investments, Inc. | 137 | $3.92K | 0.00% | +100+270.3% | Added |
| DiNuzzo Private Wealth, Inc. | 144 | $4.12K | 0.00% | +62+75.6% | Added |
| Cornerstone Planning Group LLC | 134 | $4.25K | 0.00% | +34+34.0% | Added |
| Global Trust Asset Management, LLC | 150 | $4.29K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $4.31K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 156 | $4.47K | 0.00% | −94−37.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 162 | $4.64K | 0.00% | +125+337.8% | Added |
| Grove Bank & Trust | 175 | $5.01K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 187 | $5.35K | 0.00% | +117+167.1% | Added |
| Farmers & Merchants Investments Inc | 210 | $6.01K | 0.00% | −10−4.5% | Reduced |
| Rossby Financial, LCC | 211 | $6.04K | 0.00% | −79−27.2% | Reduced |
| WPG Advisers, LLC | 214 | $6.13K | 0.00% | +15+7.5% | Added |
| Key Capital Management, INC | 222 | $6.36K | 0.00% | −489−68.8% | Reduced |
| Creative Capital Management Investments LLC | 226 | $6.47K | 0.00% | +226 | New |
| Covestor Ltd | 274 | $8.00K | 0.00% | −3,649−93.0% | Reduced |
| Zions Bancorporation, National Association | 331 | $9.48K | 0.00% | −291−46.8% | Reduced |
| Medallion Wealth Advisors, LLC | 345 | $9.88K | 0.00% | +1+0.3% | Added |
| Ritter Daniher Financial Advisory LLC | 347 | $9.93K | 0.00% | +3+0.9% | Added |
| Action Point Financial Planning, LLC | 395 | $11.2K | 0.00% | +395 | New |
| Vanguard National Trust Co | 408 | $11.7K | 0.00% | +408 | New |
| Atlas Capital Advisors LLC | 424 | $12.1K | 0.00% | +341+410.8% | Added |
| JFS Wealth Advisors, LLC | 506 | $14.5K | 0.00% | +214+73.3% | Added |
| Rockefeller Capital Management L.P. | 510 | $14.6K | 0.00% | −1,033−66.9% | Reduced |
| FNY Investment Advisers, LLC | 550 | $15.0K | 0.01% | −60−9.8% | Reduced |
| Colonial Trust Advisors | 531 | $15.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 533 | $15.3K | 0.00% | +249+87.7% | Added |
| Parkside Financial Bank & Trust | 540 | $15.5K | 0.00% | +75+16.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 550 | $15.7K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 695 | $19.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 701 | $20.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 722 | $20.7K | 0.00% | −38−5.0% | Reduced |
| Parallel Advisors, LLC | 746 | $21.4K | 0.00% | +575+336.3% | Added |
| CX Institutional | 760 | $22.0K | 0.00% | +93+13.9% | Added |
| Fortitude Family Office, LLC | 879 | $25.2K | 0.00% | +250+39.7% | Added |
| SBI Securities Co., Ltd. | 912 | $26.1K | 0.00% | −112−10.9% | Reduced |
| Bell Investment Advisors, Inc | 952 | $27.3K | 0.00% | +600+170.5% | Added |
| Massmutual Trust Co FSB | 992 | $28.4K | 0.00% | +78+8.5% | Added |
| Signaturefd, LLC | 1,001 | $28.7K | 0.00% | +1,001 | New |
| IFP Advisors, Inc | 1,061 | $30.4K | 0.00% | −65−5.8% | Reduced |
| Rothschild Investment LLC | 1,199 | $34.3K | 0.00% | +1,130+1,637.7% | Added |
| CVA Family Office, LLC | 1,323 | $37.9K | 0.00% | +549+70.9% | Added |
| Assetmark, Inc | 1,415 | $40.5K | 0.00% | −227−13.8% | Reduced |
| Allworth Financial LP | 1,444 | $41.3K | 0.00% | +724+100.6% | Added |
