| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 135 | $3 | 0.00% | −2−1.5% | Reduced |
| Silicon Valley Capital Partners | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $138 | 0.00% | +1 | New |
| Baystate Wealth Management LLC | 2 | $301 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $541 | 0.00% | −98−96.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4 | $541 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4 | $541 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $676 | 0.00% | +5 | New |
| NewSquare Capital LLC | 6 | $811 | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 6 | $811 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6 | $841 | 0.00% | +6 | New |
| Column Capital Advisors, LLC | 7 | $946 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 10 | $1.00K | 0.00% | −84−89.4% | Reduced |
| ClariVest Asset Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 8 | $1.08K | 0.00% | +8 | New |
| West Paces Advisors Inc. | 8 | $1.08K | 0.00% | +8 | New |
| Horan Securities, Inc. | 10 | $1.35K | 0.00% | −21−67.7% | Reduced |
| North Star Investment Management Corp. | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 13 | $1.76K | 0.00% | +13 | New |
| Highline Wealth Partners LLC | 14 | $1.89K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 14 | $2.00K | 0.00% | +14 | New |
| GoalVest Advisory LLC | 16 | $2.16K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 16 | $2.18K | 0.00% | +10+166.7% | Added |
| Financial Freedom, LLC | 16 | $2.20K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 18 | $2.43K | 0.00% | +18 | New |
| Washington Trust Advisors, Inc. | 18 | $2.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $2.57K | 0.00% | +17+850.0% | Added |
| SJS Investment Consulting Inc. | 19 | $2.57K | 0.00% | −4−17.4% | Reduced |
| Founders Capital Management | 25 | $3.00K | 0.00% | +1+4.2% | Added |
| Hazlett, Burt & Watson, Inc. | 20 | $3.00K | 0.00% | +20 | New |
| Front Row Advisors LLC | 20 | $3.00K | 0.00% | +20 | New |
| Goodman Advisory Group, LLC | 25 | $3.38K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $3.65K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $3.65K | 0.00% | +2+8.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 28 | $3.79K | 0.00% | +28 | New |
| Bogart Wealth, LLC | 28 | $3.79K | 0.00% | +28 | New |
| Asset Dedication, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 33 | $4.47K | 0.00% | +33 | New |
| Avondale Wealth Management | 35 | $4.73K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 35 | $4.73K | 0.00% | +20+133.3% | Added |
| Centerpoint Advisors, LLC | 35 | $5.00K | 0.00% | −67−65.7% | Reduced |
| VitalStone Financial, LLC | 39 | $5.00K | 0.00% | +34+680.0% | Added |
| Colonial Trust Advisors | 38 | $5.14K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 39 | $5.27K | 0.00% | −165−80.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 39 | $5.27K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 41 | $5.54K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 43 | $5.81K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 46 | $6.25K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 51 | $6.89K | 0.00% | +15+41.7% | Added |
| Schubert & Co | 52 | $7.03K | 0.01% | −15−22.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 53 | $7.16K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $7.19K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 54 | $7.30K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 54 | $7.30K | 0.00% | +44+440.0% | Added |
| China Universal Asset Management Co., Ltd. | 56 | $7.57K | 0.00% | +56 | New |
| Winch Advisory Services, LLC | 61 | $8.00K | 0.00% | +1+1.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $8.24K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 62 | $8.38K | 0.00% | −7−10.1% | Reduced |
| MV Capital Management, Inc. | 64 | $8.65K | 0.00% | +15+30.6% | Added |
| Mascoma Wealth Management LLC | 70 | $9.95K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 77 | $10.3K | 0.00% | +3+4.1% | Added |
| Raleigh Capital Management Inc. | 78 | $10.5K | 0.01% | −111−58.7% | Reduced |
| Vigilant Capital Management, LLC | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 82 | $11.0K | 0.00% | +11+15.5% | Added |
| Ancora Advisors, LLC | 82 | $11.1K | 0.00% | −28−25.5% | Reduced |
| Distillate Capital Partners LLC | 84 | $11.4K | 3.09% | +7+9.1% | Added |
| Colonial Trust Co | 86 | $11.6K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 87 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 94 | $13.0K | 0.00% | −183−66.1% | Reduced |
| Investors Research Corp | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $13.5K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 100 | $13.5K | 0.01% | +100 | New |
| Worth Asset Management, LLC | 102 | $13.8K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 104 | $14.1K | 0.00% | −2−1.9% | Reduced |
| Riverview Trust Co | 105 | $14.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 106 | $14.3K | 0.00% | −38−26.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 106 | $14.3K | 0.01% | +1+1.0% | Added |
| Catalyst Capital Advisors LLC | 108 | $14.6K | 0.00% | −28−20.6% | Reduced |
| Financial Management Professionals, Inc. | 109 | $15.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 112 | $15.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 115 | $15.5K | 0.00% | −106−48.0% | Reduced |
| RFP Financial Group LLC | 117 | $15.8K | 0.02% | +17+17.0% | Added |
| State of Wyoming | 123 | $16.6K | 0.01% | −556−81.9% | Reduced |
| Ranger Investment Management, L.P. | 126 | $17.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 130 | $17.6K | 0.00% | +10+8.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 133 | $18.0K | 0.01% | −5−3.6% | Reduced |
| Hexagon Capital Partners LLC | 157 | $21.2K | 0.01% | −4−2.5% | Reduced |
| Capula Management Ltd | 158 | $21.4K | 0.00% | −1,626−91.1% | Reduced |
| Sutton Wealth Advisors Inc. | 159 | $21.5K | 0.01% | −4−2.5% | Reduced |
| Albion Financial Group | 159 | $21.5K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 122 | $22.0K | 0.01% | +122 | New |
| Erste Asset Management GmbH | 170 | $23.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 175 | $23.7K | 0.00% | 00.0% | Unchanged |