| Penserra Capital Management LLC | 6 | $0 | 0.00% | −3−33.3% | Reduced |
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Frazier Financial Advisors, LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Annapolis Financial Services, LLC | 85 | $57 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $66 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 2 | $132 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $228 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $330 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5 | $330 | 0.00% | +5 | New |
| HM Payson & Co | 6 | $396 | 0.00% | +6 | New |
| Anchor Investment Management, LLC | 7 | $462 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 7 | $462 | 0.00% | +7 | New |
| 1620 Investment Advisors, Inc. | 8 | $529 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 8 | $533 | 0.00% | −24−75.0% | Reduced |
| West Paces Advisors Inc. | 9 | $593 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10 | $658 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 10 | $659 | 0.00% | +10 | New |
| Legacy Investment Solutions, LLC | 15 | $836 | 0.00% | +15 | New |
| Legacy Wealth Managment, LLC | 15 | $836 | 0.00% | +15 | New |
| Hollencrest Capital Management | 15 | $989 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | −628−98.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16 | $1.05K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 16 | $1.05K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $1.06K | 0.00% | +4+33.3% | Added |
| Tompkins Financial Corp | 17 | $1.12K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 17 | $1.12K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $1.13K | 0.00% | +12+240.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18 | $1.19K | 0.00% | +11+157.1% | Added |
| MCF Advisors LLC | 18 | $1.19K | 0.00% | +3+20.0% | Added |
| TFC Financial Management | 19 | $1.25K | 0.00% | −28−59.6% | Reduced |
| Versant Capital Management, Inc | 19 | $1.25K | 0.00% | −14−42.4% | Reduced |
| DT Investment Partners, LLC | 19 | $1.25K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $1.25K | 0.00% | +3+18.8% | Added |
| Dunhill Financial, LLC | 20 | $1.30K | 0.00% | +13+185.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.30K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 20 | $1.33K | 0.00% | +20 | New |
| Trifecta Capital Advisors, LLC | 23 | $1.52K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 24 | $1.58K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 25 | $1.65K | 0.00% | −1,402−98.2% | Reduced |
| Financial Network Wealth Advisors LLC | 27 | $1.78K | 0.00% | −564−95.4% | Reduced |
| Coppell Advisory Solutions LLC | 28 | $1.85K | 0.00% | +15+115.4% | Added |
| VitalStone Financial, LLC | 33 | $2.18K | 0.00% | +33 | New |
| Bruce G. Allen Investments, LLC | 35 | $2.31K | 0.00% | −1−2.8% | Reduced |
| Sound Income Strategies, LLC | 35 | $2.31K | 0.00% | +5+16.7% | Added |
| Bell Investment Advisors, Inc | 36 | $2.37K | 0.00% | +8+28.6% | Added |
| Venturi Wealth Management, LLC | 36 | $2.38K | 0.00% | +5+16.1% | Added |
| Assetmark, Inc | 40 | $2.64K | 0.00% | +40 | New |
| Oarsman Capital, Inc. | 40 | $2.64K | 0.00% | +40 | New |
| Chilton Capital Management LLC | 43 | $2.84K | 0.00% | +43 | New |
| Raffa Wealth Management, LLC | 44 | $2.90K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 45 | $3.00K | 0.00% | +2+4.7% | Added |
| Salem Investment Counselors Inc | 48 | $3.19K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 49 | $3.26K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $3.30K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 51 | $3.36K | 0.00% | +51 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 56 | $3.73K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 59 | $3.89K | 0.00% | +59 | New |
| JFS Wealth Advisors, LLC | 59 | $3.89K | 0.00% | +22+59.5% | Added |
| GPS Wealth Strategies Group, LLC | 60 | $3.96K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 63 | $4.16K | 0.00% | +63 | New |
| SWAN Capital LLC | 65 | $4.29K | 0.00% | +42+182.6% | Added |
| Motco | 67 | $4.42K | 0.00% | +67 | New |
| Anfield Capital Management, LLC | 70 | $4.62K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 72 | $4.75K | 0.00% | −3,812−98.1% | Reduced |
| Global Financial Private Client, LLC | 72 | $4.75K | 0.00% | +65+928.6% | Added |
| Cape Investment Advisory, Inc. | 73 | $4.81K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 81 | $4.87K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 75 | $4.95K | 0.00% | −154−67.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 75 | $4.95K | 0.00% | +75 | New |
| Meeder Asset Management Inc | 80 | $5.28K | 0.00% | −2−2.4% | Reduced |
| Independence Bank of Kentucky | 80 | $5.28K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 85 | $5.61K | 0.00% | −2−2.3% | Reduced |
| Eagle Bay Advisors LLC | 89 | $5.95K | 0.00% | −9−9.2% | Reduced |
| REAP Financial Group, LLC | 91 | $6.01K | 0.00% | −45−33.1% | Reduced |
| Private Trust Co NA | 93 | $6.13K | 0.00% | −38−29.0% | Reduced |
| Creative Financial Designs Inc | 99 | $6.53K | 0.00% | −52−34.4% | Reduced |
| St Germain D J Co Inc | 100 | $6.59K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $6.59K | 0.00% | +100 | New |
| FinTrust Capital Advisors, LLC | 103 | $6.79K | 0.00% | +52+102.0% | Added |
| MV Capital Management, Inc. | 104 | $6.86K | 0.00% | −19−15.4% | Reduced |
| Private Wealth Management Group, LLC | 105 | $6.92K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 112 | $7.00K | 0.00% | +112 | New |
| Hara Capital LLC | 110 | $7.25K | 0.00% | +110 | New |
| WR Wealth Planners, LLC | 114 | $7.52K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 115 | $7.61K | 0.00% | −10−8.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 115 | $7.66K | 0.00% | −33−22.3% | Reduced |
| Tucker Asset Management LLC | 118 | $7.78K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 120 | $7.91K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 122 | $8.04K | 0.00% | +122 | New |
| Harbor Investment Advisory, LLC | 140 | $9.23K | 0.00% | −1−0.7% | Reduced |
| FWL Investment Management, LLC | 140 | $9.23K | 0.00% | +140 | New |
| NBC Securities, Inc. | 165 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $10.7K | 0.00% | −21−11.5% | Reduced |
| Caitlin John, LLC | 195 | $10.9K | 0.01% | −5,145−96.3% | Reduced |
| Catalyst Capital Advisors LLC | 165 | $10.9K | 0.00% | −9−5.2% | Reduced |
| Global Retirement Partners, LLC | 166 | $11.0K | 0.00% | −1,127−87.2% | Reduced |
| Beacon Capital Management, LLC | 170 | $11.2K | 0.00% | 00.0% | Unchanged |
| American National Bank | 175 | $11.5K | 0.00% | 00.0% | Unchanged |