| Penserra Capital Management LLC | 24 | $0 | 0.00% | −3,202−99.3% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Sound Income Strategies, LLC | 1 | $28 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $37 | 0.00% | −464−99.8% | Reduced |
| Dunhill Financial, LLC | 10 | $387 | 0.00% | −12−54.5% | Reduced |
| Tfo-TDC, LLC | 11 | $408 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 11 | $408 | 0.00% | +11 | New |
| True Wealth Design, LLC | 12 | $445 | 0.00% | −50−80.6% | Reduced |
| Impact Partnership Wealth, LLC | 15 | $556 | 0.00% | −3,882−99.6% | Reduced |
| Valued Wealth Advisors LLC | 17 | $631 | 0.00% | +8+88.9% | Added |
| Cornerstone Planning Group LLC | 16 | $645 | 0.00% | +16 | New |
| NVWM, LLC | 19 | $704 | 0.00% | +19 | New |
| Voisard Asset Management Group, Inc. | 19 | $705 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $741 | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 20 | $742 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 22 | $816 | 0.00% | +1+4.8% | Added |
| St. Johns Investment Management Company, LLC | 31 | $1.15K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 31 | $1.15K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 33 | $1.22K | 0.00% | +33 | New |
| Salem Investment Counselors Inc | 36 | $1.33K | 0.00% | +36 | New |
| Rakuten Securities, Inc. | 37 | $1.37K | 0.00% | +15+68.2% | Added |
| Pinnacle Bancorp, Inc. | 39 | $1.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $1.45K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 39 | $1.45K | 0.00% | +6+18.2% | Added |
| CVA Family Office, LLC | 45 | $1.67K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 55 | $2.00K | 0.00% | −20−26.7% | Reduced |
| VisionPoint Advisory Group, LLC | 58 | $2.15K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $2.22K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 65 | $2.41K | 0.00% | +35+116.7% | Added |
| Westend Capital Management, LLC | 69 | $2.56K | 0.00% | +69 | New |
| REAP Financial Group, LLC | 74 | $2.73K | 0.00% | +1+1.4% | Added |
| Atwood & Palmer Inc | 89 | $3.30K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 89 | $3.30K | 0.00% | +21+30.9% | Added |
| Fortitude Family Office, LLC | 92 | $3.41K | 0.00% | −47−33.8% | Reduced |
| Caitlin John, LLC | 95 | $3.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 97 | $3.60K | 0.00% | +92+1,840.0% | Added |
| Continuum Advisory, LLC | 90 | $3.60K | 0.00% | +90 | New |
| Prestige Wealth Management Group LLC | 100 | $3.71K | 0.00% | −17−14.5% | Reduced |
| Abound Wealth Management | 103 | $3.81K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 100 | $3.87K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 106 | $3.93K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 109 | $4.04K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 118 | $4.38K | 0.00% | +118 | New |
| Financial Connections Group, Inc. | 130 | $5.00K | 0.01% | +130 | New |
| Main Street Group, LTD | 135 | $5.01K | 0.00% | +135 | New |
| Bell Investment Advisors, Inc | 139 | $5.15K | 0.00% | −14−9.2% | Reduced |
| Cetera Trust Company, N.A | 141 | $5.23K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 171 | $6.34K | 0.00% | −17−9.0% | Reduced |
| Stone House Investment Management, LLC | 171 | $6.35K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 182 | $6.75K | 0.00% | +36+24.7% | Added |
| Northwest Investment Counselors, LLC | 185 | $6.86K | 0.00% | +185 | New |
| GW&K Investment Management, LLC | 187 | $7.00K | 0.00% | +7+3.9% | Added |
| Global Assets Advisory, LLC | 265,286 | $7.15K | 0.33% | +265,286 | New |
| LRI Investments, LLC | 193 | $7.16K | 0.00% | +193 | New |
| Spire Wealth Management | 196 | $7.27K | 0.00% | −105−34.9% | Reduced |
| Trifecta Capital Advisors, LLC | 200 | $7.41K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 202 | $7.47K | 0.00% | +1+0.5% | Added |
| TCTC Holdings, LLC | 262 | $9.71K | 0.00% | +200+322.6% | Added |
| Farmers & Merchants Investments Inc | 265 | $9.82K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 265 | $9.82K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 265 | $9.82K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 270 | $10.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 277 | $10.3K | 0.00% | −18−6.1% | Reduced |
| Anchor Investment Management, LLC | 300 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 301 | $11.1K | 0.00% | +301 | New |
| EverSource Wealth Advisors, LLC | 286 | $11.5K | 0.00% | +84+41.6% | Added |
| Atlas Capital Advisors LLC | 311 | $11.5K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 317 | $11.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 318 | $11.8K | 0.01% | +293+1,172.0% | Added |
| Smartleaf Asset Management LLC | 359 | $12.9K | 0.00% | +345+2,464.3% | Added |
| Covestor Ltd | 359 | $13.0K | 0.01% | −1,827−83.6% | Reduced |
| CoreCap Advisors, LLC | 358 | $13.3K | 0.00% | +358 | New |
| Ossiam | 360 | $13.3K | 0.00% | −666−64.9% | Reduced |
| Hartford Financial Management Inc. | 370 | $13.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 392 | $14.2K | 0.00% | −23−5.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 392 | $14.2K | 0.01% | +101+34.7% | Added |
| Ronald Blue Trust, Inc. | 400 | $14.8K | 0.00% | −133−25.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 404 | $15.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 440 | $16.3K | 0.01% | +22+5.3% | Added |
| Kathleen S. Wright Associates Inc. | 448 | $16.6K | 0.01% | −21−4.5% | Reduced |
| Bullock Wealth Management Group | 463 | $17.2K | 0.01% | +463 | New |
| Carolinas Wealth Consulting LLC | 465 | $17.2K | 0.00% | +447+2,483.3% | Added |
| Quent Capital, LLC | 466 | $17.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 470 | $17.4K | 0.00% | +1+0.2% | Added |
| Harbour Investments, Inc. | 473 | $17.5K | 0.00% | −5−1.0% | Reduced |
| Tyler-Stone Wealth Management | 475 | $17.6K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 476 | $17.6K | 0.00% | −4−0.8% | Reduced |
| Versant Capital Management, Inc | 481 | $17.8K | 0.01% | −9−1.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 500 | $18.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $18.5K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 500 | $18.6K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 502 | $18.6K | 0.00% | +502 | New |
| Tidemark, LLC | 514 | $19.1K | 0.01% | +2+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 530 | $19.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 530 | $19.6K | 0.00% | +150+39.5% | Added |
| Manchester Capital Management LLC | 537 | $19.9K | 0.00% | −64−10.6% | Reduced |
| ICA Group Wealth Management, LLC | 537 | $19.9K | 0.00% | +13+2.5% | Added |
| TD Private Client Wealth LLC | 539 | $20.0K | 0.00% | −139−20.5% | Reduced |