| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | −6−50.0% | Reduced |
| MV Capital Management, Inc. | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $123 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4 | $247 | 0.00% | +4 | New |
| Pacer Advisors, Inc. | 5 | $308 | 0.00% | −6,830−99.9% | Reduced |
| South State Corp. | 5 | $309 | 0.00% | −5−50.0% | Reduced |
| American Capital Advisory, LLC | 5 | $309 | 0.00% | +1+25.0% | Added |
| WealthTrak Capital Management LLC | 5 | $309 | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $309 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 7 | $432 | 0.00% | +6+600.0% | Added |
| Raleigh Capital Management Inc. | 7 | $432 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 8 | $491 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $494 | 0.00% | +1+14.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $494 | 0.00% | +8 | New |
| GWM Advisors LLC | 9 | $555 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $617 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 10 | $617 | 0.00% | +10 | New |
| Harbour Investments, Inc. | 11 | $678 | 0.00% | +2+22.2% | Added |
| Raffa Wealth Management, LLC | 12 | $740 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $745 | 0.00% | +4+50.0% | Added |
| Proathlete Wealth Management LLC | 13 | $801 | 0.00% | +13 | New |
| IAG Wealth Partners, LLC | 15 | $925 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $926 | 0.00% | +15 | New |
| Motco | 16 | $959 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 16 | $987 | 0.00% | −10−38.5% | Reduced |
| Hemington Wealth Management | 31 | $1.00K | 0.00% | −24−43.6% | Reduced |
| Plato Investment Management Ltd | 17 | $1.04K | 0.00% | +1+6.3% | Added |
| Financial Management Professionals, Inc. | 17 | $1.06K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 22 | $1.37K | 0.00% | +22 | New |
| NewSquare Capital LLC | 24 | $1.48K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 24 | $1.48K | 0.00% | −4−14.3% | Reduced |
| Sachetta, LLC | 28 | $1.73K | 0.00% | +10+55.6% | Added |
| Brown Brothers Harriman & Co | 29 | $1.79K | 0.00% | +29 | New |
| Bellwether Advisors, LLC | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 32 | $1.97K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 32 | $1.97K | 0.00% | +32 | New |
| Avion Wealth | 48 | $2.00K | 0.00% | +25+108.7% | Added |
| AdvisorNet Financial, Inc | 38 | $2.34K | 0.00% | −19−33.3% | Reduced |
| Atlantic Trust, LLC | 39 | $2.41K | 0.00% | +10+34.5% | Added |
| CNB Bank | 41 | $2.53K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 41 | $2.53K | 0.00% | +41 | New |
| Bruce G. Allen Investments, LLC | 43 | $2.65K | 0.00% | −72−62.6% | Reduced |
| Bell Investment Advisors, Inc | 44 | $2.71K | 0.00% | +24+120.0% | Added |
| Ameritas Advisory Services, LLC | 46 | $2.84K | 0.00% | +46 | New |
| Caitong International Asset Management Co., Ltd | 48 | $2.96K | 0.00% | −1,378−96.6% | Reduced |
| TD Waterhouse Canada Inc. | 50 | $3.09K | 0.00% | −228−82.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 52 | $3.13K | 0.00% | +52 | New |
| Rothschild Investment LLC | 55 | $3.39K | 0.00% | +55 | New |
| MJT & Associates Financial Advisory Group, Inc. | 56 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 56 | $3.45K | 0.00% | +51+1,020.0% | Added |
| Anfield Capital Management, LLC | 57 | $3.52K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 60 | $3.71K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 68 | $4.19K | 0.00% | +68 | New |
| Bartlett & Co. Wealth Management LLC | 69 | $4.29K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 72 | $4.42K | 0.00% | −77−51.7% | Reduced |
| Montag A & Associates Inc | 74 | $4.59K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 90 | $5.55K | 0.00% | +90 | New |
| Medallion Wealth Advisors, LLC | 92 | $5.69K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 94 | $5.79K | 0.00% | +94 | New |
| Fortitude Family Office, LLC | 116 | $7.15K | 0.00% | +116 | New |
| Global Retirement Partners, LLC | 122 | $7.54K | 0.00% | +122 | New |
| Accent Capital Management, LLC | 262 | $8.44K | 0.00% | +262 | New |
| Creative Financial Designs Inc | 151 | $9.31K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 152 | $9.37K | 0.00% | +19+14.3% | Added |
| Lazard Asset Management LLC | 175 | $10.0K | 0.00% | −5−2.8% | Reduced |
| Meeder Asset Management Inc | 176 | $10.9K | 0.00% | +99+128.6% | Added |
| Costello Asset Management, INC | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 251 | $15.5K | 0.00% | +223+796.4% | Added |
| Bessemer Group Inc | 253 | $16.0K | 0.00% | −270−51.6% | Reduced |
| Dogwood Wealth Management LLC | 260 | $16.1K | 0.01% | +260 | New |
| Larson Financial Group LLC | 272 | $16.8K | 0.00% | +223+455.1% | Added |
| Pin Oak Investment Advisors Inc | 268 | $17.0K | 0.01% | −28−9.5% | Reduced |
| Rise Advisors, LLC | 324 | $20.0K | 0.01% | +11+3.5% | Added |
| Covestor Ltd | 336 | $21.0K | 0.01% | −6−1.8% | Reduced |
| Kennebec Savings Bank | 358 | $22.1K | 0.02% | +358 | New |
| YANKCOM Partnership | 379 | $23.4K | 0.01% | +379 | New |
| Clearstead Advisors, LLC | 387 | $23.9K | 0.00% | +358+1,234.5% | Added |
| State of Wyoming | 388 | $23.9K | 0.00% | +388 | New |
| Geneos Wealth Management Inc. | 460 | $28.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 462 | $28.4K | 0.00% | −57−11.0% | Reduced |
| Fulcrum Asset Management LLP | 552 | $34.0K | 0.01% | +552 | New |
| Huntington National Bank | 596 | $36.8K | 0.00% | +16+2.8% | Added |
| V-Square Quantitative Management LLC | 613 | $37.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 615 | $38.0K | 0.00% | +3+0.5% | Added |
| Massmutual Trust Co FSB | 629 | $38.8K | 0.00% | +10+1.6% | Added |
| Harbor Capital Advisors, Inc. | 637 | $39.0K | 0.00% | −404−38.8% | Reduced |
| Allworth Financial LP | 660 | $40.7K | 0.00% | +443+204.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $42.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 785 | $48.4K | 0.00% | +134+20.6% | Added |
| Northwestern Mutual Wealth Management Co | 797 | $49.2K | 0.00% | +40+5.3% | Added |
| IFP Advisors, Inc | 848 | $52.3K | 0.00% | +761+874.7% | Added |
| Bryn Mawr Trust Co | 981 | $60.5K | 0.00% | +30+3.2% | Added |
| Anchor Investment Management, LLC | 1,064 | $65.6K | 0.01% | +51+5.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,117 | $68.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,155 | $71.2K | 0.00% | +35+3.1% | Added |
| Essential Partners LLC | 1,183 | $73.0K | 0.03% | +1,183 | New |
| National Bank of Canada | 1,215 | $74.9K | 0.00% | +403+49.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,243 | $76.7K | 0.00% | +76+6.5% | Added |