| Penserra Capital Management LLC | 6 | $0 | 0.00% | +6 | New |
| SkyView Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Ellevest, Inc. | 0 | $14 | 0.00% | 0 | Unchanged |
| Annapolis Financial Services, LLC | 85 | $104 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $366 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $367 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $489 | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6 | $732 | 0.00% | −40−87.0% | Reduced |
| Carolinas Wealth Consulting LLC | 6 | $736 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7 | $855 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $859 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $1.22K | 0.00% | +10 | New |
| Hexagon Capital Partners LLC | 11 | $1.34K | 0.00% | +2+22.2% | Added |
| Crewe Advisors LLC | 13 | $1.59K | 0.00% | −1−7.1% | Reduced |
| Hollencrest Capital Management | 15 | $1.83K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16 | $1.95K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 16 | $1.95K | 0.00% | +16 | New |
| TD Ameritrade Investment Management, LLC | 15 | $2.00K | 0.00% | −2−11.8% | Reduced |
| KB Financial Partners, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 17 | $2.08K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 17 | $2.08K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $2.32K | 0.00% | +19 | New |
| DT Investment Partners, LLC | 19 | $2.35K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $2.44K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21 | $2.58K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 22 | $2.69K | 0.00% | +2+10.0% | Added |
| Raleigh Capital Management Inc. | 23 | $2.81K | 0.00% | +23 | New |
| Capital Advisors, Ltd. LLC | 24 | $3.00K | 0.00% | −66−73.3% | Reduced |
| SJS Investment Consulting Inc. | 27 | $3.30K | 0.00% | +1+3.8% | Added |
| Horizons Wealth Management | 28 | $3.42K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 30 | $3.66K | 0.00% | −900−96.8% | Reduced |
| Sound Income Strategies, LLC | 30 | $3.66K | 0.00% | +30 | New |
| Abound Wealth Management | 30 | $3.67K | 0.00% | +27+900.0% | Added |
| Smithfield Trust Co | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 33 | $4.00K | 0.00% | +33 | New |
| First Financial Corp | 33 | $4.03K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 122 | $4.43K | 0.19% | −3−2.4% | Reduced |
| Sutton Wealth Advisors Inc. | 37 | $4.52K | 0.00% | −4−9.8% | Reduced |
| HighMark Wealth Management LLC | 39 | $4.76K | 0.00% | −11−22.0% | Reduced |
| Column Capital Advisors, LLC | 39 | $4.76K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 41 | $4.96K | 0.00% | +1+2.5% | Added |
| Financial Management Professionals, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 42 | $5.13K | 0.00% | −59−58.4% | Reduced |
| Salem Investment Counselors Inc | 42 | $5.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $5.37K | 0.00% | −5−10.2% | Reduced |
| Schubert & Co | 49 | $5.99K | 0.01% | −2−3.9% | Reduced |
| Tradition Wealth Management, LLC | 53 | $6.00K | 0.00% | +53 | New |
| Delta Asset Management LLC | 50 | $6.11K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $6.11K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 50 | $6.11K | 0.00% | +50 | New |
| Belpointe Asset Management LLC | 54 | $6.59K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $6.87K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 60 | $7.33K | 0.00% | +60 | New |
| Baldwin Brothers Inc | 65 | $7.94K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 68 | $8.30K | 0.00% | −14−17.1% | Reduced |
| MV Capital Management, Inc. | 69 | $8.43K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 80 | $9.77K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 93 | $11.4K | 0.00% | +52+126.8% | Added |
| Archer Investment Corp | 95 | $11.7K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 96 | $11.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 97 | $11.8K | 0.00% | −20−17.1% | Reduced |
| JFS Wealth Advisors, LLC | 98 | $12.0K | 0.00% | −4−3.9% | Reduced |
| First Manhattan Co | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $12.2K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $12.2K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 100 | $12.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $12.5K | 0.00% | +9+9.7% | Added |
| Earnest Partners LLC | 103 | $12.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 114 | $13.9K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 118 | $14.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 122 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 126 | $15.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 139 | $17.0K | 0.00% | −2−1.4% | Reduced |
| Harbor Investment Advisory, LLC | 140 | $17.1K | 0.00% | −2−1.4% | Reduced |
| Spire Wealth Management | 140 | $17.1K | 0.00% | +91+185.7% | Added |
| Larson Financial Group LLC | 148 | $18.1K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 150 | $18.3K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 155 | $18.9K | 0.00% | +16+11.5% | Added |
| Steward Partners Investment Advisory, LLC | 161 | $19.7K | 0.00% | −67−29.4% | Reduced |
| Huntington National Bank | 169 | $20.6K | 0.00% | +84+98.8% | Added |
| IFP Advisors, Inc | 245 | $21.6K | 0.00% | −1,083−81.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 180 | $22.0K | 0.00% | −47−20.7% | Reduced |
| Farther Finance Advisors, LLC | 184 | $22.5K | 0.01% | +3+1.7% | Added |
| Park Place Capital Corp | 187 | $22.8K | 0.01% | −18−8.8% | Reduced |
| Old North State Trust, LLC | 200 | $24.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $24.4K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 201 | $24.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 215 | $26.3K | 0.01% | +54+33.5% | Added |
| Eagle Bay Advisors LLC | 229 | $28.0K | 0.02% | −10−4.2% | Reduced |
| First PREMIER Bank | 240 | $29.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 243 | $29.7K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 247 | $30.0K | 0.01% | −2,275−90.2% | Reduced |
| Tradewinds Capital Management, LLC | 250 | $30.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 252 | $30.8K | 0.00% | −222−46.8% | Reduced |
| West Financial Advisors, LLC | 265 | $32.4K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 270 | $33.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 273 | $33.3K | 0.05% | −24−8.1% | Reduced |
| Compagnie Lombard Odier SCmA | 273 | $33.3K | 0.00% | +273 | New |
| Newbridge Financial Services Group, Inc. | 297 | $36.3K | 0.02% | +72+32.0% | Added |