| Penserra Capital Management LLC | 6 | $0 | 0.00% | +6 | New |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 8 | $121 | 0.00% | +8 | New |
| Trust Co of Vermont | 1 | $138 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $138 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $415 | 0.00% | +3 | New |
| TCI Wealth Advisors, Inc. | 6 | $830 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $830 | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 6 | $830 | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 7 | $968 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $1.00K | 0.00% | +8 | New |
| Level Financial Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| JJJ Advisors Inc. | 7 | $1.05K | 0.00% | +7 | New |
| MCF Advisors LLC | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $1.11K | 0.00% | +8 | New |
| Creative Financial Designs Inc | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10 | $1.38K | 0.00% | +10 | New |
| Colonial Trust Advisors | 10 | $1.38K | 0.00% | +10 | New |
| MinichMacGregor Wealth Management, LLC | 10 | $1.38K | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 11 | $1.46K | 0.00% | +1+10.0% | Added |
| Versant Capital Management, Inc | 12 | $1.66K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12 | $1.66K | 0.00% | +12 | New |
| Clearstead Advisors, LLC | 14 | $1.94K | 0.00% | +14 | New |
| Sierra Capital LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $2.07K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $2.63K | 0.00% | +4+26.7% | Added |
| Abound Wealth Management | 21 | $2.91K | 0.00% | +18+600.0% | Added |
| Transamerica Financial Advisors, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $3.00K | 0.00% | +14+233.3% | Added |
| DT Investment Partners, LLC | 22 | $3.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $3.04K | 0.00% | −1−4.3% | Reduced |
| Raffa Wealth Management, LLC | 22 | $3.04K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22 | $3.06K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 26 | $3.60K | 0.00% | −113−81.3% | Reduced |
| Valley National Advisers Inc | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 26 | $4.00K | 0.00% | +26 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 31 | $4.29K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 35 | $4.84K | 0.00% | −200−85.1% | Reduced |
| NewSquare Capital LLC | 39 | $5.39K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $5.81K | 0.00% | +3+7.7% | Added |
| Mascoma Wealth Management LLC | 43 | $5.95K | 0.00% | +43 | New |
| Thompson Siegel & Walmsley LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 45 | $6.22K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 50 | $6.92K | 0.00% | −2,835−98.3% | Reduced |
| Coppell Advisory Solutions LLC | 51 | $7.05K | 0.00% | +51 | New |
| Coppell Advisory Solutions Corp. | 51 | $7.05K | 0.00% | +51 | New |
| Prestige Wealth Management Group LLC | 52 | $7.19K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 53 | $7.71K | 0.00% | +53 | New |
| Schubert & Co | 57 | $7.88K | 0.01% | +15+35.7% | Added |
| My Personal CFO, LLC | 57 | $7.88K | 0.01% | +57 | New |
| Ruedi Wealth Management, Inc. | 60 | $8.30K | 0.01% | +60 | New |
| WR Wealth Planners, LLC | 61 | $8.44K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $8.44K | 0.00% | +8+15.1% | Added |
| Quarry LP | 61 | $8.44K | 0.01% | +61 | New |
| Accurate Wealth Management, LLC | 58 | $8.72K | 0.00% | +58 | New |
| Rise Advisors, LLC | 64 | $8.92K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 69 | $10.0K | 0.00% | −31−31.0% | Reduced |
| JFS Wealth Advisors, LLC | 75 | $10.4K | 0.00% | +4+5.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 75 | $10.4K | 0.00% | +75 | New |
| Coastal Capital Group, Inc. | 92 | $11.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 86 | $11.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 88 | $12.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 90 | $12.4K | 0.00% | +90 | New |
| Fuller & Thaler Asset Management, Inc. | 91 | $13.0K | 0.00% | +70+333.3% | Added |
| Tradewinds Capital Management, LLC | 100 | $13.8K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 100 | $13.8K | 0.01% | +70+233.3% | Added |
| Lakewood Asset Management LLC | 100 | $14.0K | 0.01% | +100 | New |
| Raleigh Capital Management Inc. | 106 | $14.7K | 0.01% | +106 | New |
| SOA Wealth Advisors, LLC. | 107 | $14.8K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 108 | $14.9K | 0.00% | +108 | New |
| Covestor Ltd | 109 | $15.0K | 0.01% | −1−0.9% | Reduced |
| Old North State Trust, LLC | 106 | $15.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 110 | $15.2K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 138 | $15.2K | 0.16% | −996−87.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 113 | $15.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 118 | $16.3K | 0.00% | −146−55.3% | Reduced |
| CoreCap Advisors, LLC | 120 | $16.7K | 0.00% | +120 | New |
| Clear Street Markets LLC | 124 | $17.0K | 0.00% | −1,370−91.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 122 | $17.0K | 0.00% | −52−29.9% | Reduced |
| Exchange Traded Concepts, LLC | 132 | $18.3K | 0.00% | +132 | New |
| Allworth Financial LP | 133 | $18.4K | 0.00% | +57+75.0% | Added |
| Zions Bancorporation, N.A. | 136 | $18.8K | 0.00% | +4+3.0% | Added |
| West Branch Capital LLC | 136 | $18.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $19.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 135 | $19.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 139 | $19.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 141 | $19.5K | 0.01% | +141 | New |
| Harvest Fund Management Co., Ltd | 148 | $20.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 145 | $20.0K | 0.00% | +59+68.6% | Added |
| Focused Wealth Management, Inc | 146 | $20.1K | 0.00% | +1+0.7% | Added |
| Tanglewood Legacy Advisors, LLC | 159 | $22.0K | 0.02% | +159 | New |
| Win Advisors, Inc | 164 | $22.7K | 0.01% | +14+9.3% | Added |
| Cutler Group LP | 172 | $23.0K | 0.00% | −937−84.5% | Reduced |
| Hanson & Doremus Investment Management | 164 | $23.0K | 0.00% | +164 | New |