| Carroll Financial Associates, Inc. | 2 | $0 | 0.00% | −7−77.8% | Reduced |
| Tower View Investment Management & Research LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| Activest Wealth Management | 2 | $0 | 0.00% | +2 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $513 | 0.00% | – | – |
| Thompson Siegel & Walmsley LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Morton Brown Family Wealth, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Credential Qtrade Securities Inc. | 5 | $1.28K | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Surevest, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Aquire Wealth Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Harbour Investments, Inc. | 11 | $3.00K | 0.00% | −112−91.1% | Reduced |
| Versant Capital Management, Inc | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $3.00K | 0.00% | +13 | New |
| Stonebridge Capital Advisors LLC | 12 | $3.00K | 0.00% | +12 | New |
| Core Alternative Capital | 12 | $3.00K | 0.00% | +12 | New |
| Addison Advisors LLC | 10 | $3.00K | 0.00% | +10 | New |
| KB Financial Partners, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Washington Trust Advisors, Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Clearstead Advisors, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 22 | $6.00K | 0.00% | +22 | New |
| West Paces Advisors Inc. | 25 | $6.42K | 0.00% | +13+108.3% | Added |
| Raffa Wealth Management, LLC | 30 | $7.71K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 31 | $8.00K | 0.00% | −1−3.1% | Reduced |
| Rock Creek Group, LP | 31 | $8.00K | 0.00% | +19+158.3% | Added |
| Cornerstone Advisory, LLC | 31 | $8.00K | 0.00% | +31 | New |
| BerganKDV Wealth Management, LLC | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $9.00K | 0.00% | +30+750.0% | Added |
| Western Pacific Wealth Management, LP | 40 | $10.0K | 0.01% | +40 | New |
| Kenfarb & Co. | 39 | $10.0K | 0.01% | +39 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 45 | $12.0K | 0.01% | +45 | New |
| Confluence Wealth Services, Inc. | 48 | $12.0K | 0.00% | +48 | New |
| Concord Wealth Partners | 51 | $13.0K | 0.00% | +26+104.0% | Added |
| Blue Bell Private Wealth Management, LLC | 50 | $13.0K | 0.00% | +50 | New |
| Fortitude Advisory Group L.L.C. | 50 | $13.0K | 0.01% | +50 | New |
| Northwest Investment Counselors, LLC | 56 | $14.0K | 0.00% | +56 | New |
| Signet Financial Management, LLC | 55 | $14.0K | 0.00% | +55 | New |
| NVWM, LLC | 54 | $14.0K | 0.00% | +54 | New |
| EverSource Wealth Advisors, LLC | 55 | $14.0K | 0.00% | +55 | New |
| Sutton Wealth Advisors Inc. | 58 | $14.9K | 0.00% | −2−3.3% | Reduced |
| Fieldpoint Private Securities, LLC | 57 | $15.0K | 0.00% | +10+21.3% | Added |
| Kozak & Associates, Inc. | 58 | $15.0K | 0.01% | +58 | New |
| Massmutual Trust Co FSB | 63 | $16.0K | 0.00% | −23−26.7% | Reduced |
| Howe & Rusling Inc | 63 | $16.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 64 | $16.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 62 | $16.0K | 0.01% | +62 | New |
| JCIC Asset Management Inc. | 65 | $17.0K | 0.01% | +65 | New |
| Financial Management Professionals, Inc. | 73 | $19.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 74 | $19.0K | 0.00% | +1+1.4% | Added |
| Ahrens Investment Partners LLC | 73 | $19.0K | 0.01% | +73 | New |
| Covestor Ltd | 75 | $19.0K | 0.03% | +75 | New |
| HWG Holdings LP | 79 | $20.0K | 0.01% | +79 | New |
| Canton Hathaway, LLC | 85 | $22.0K | 0.01% | +85 | New |
| Eagle Bay Advisors LLC | 90 | $23.0K | 0.01% | −22−19.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 88 | $23.0K | 0.00% | −2−2.2% | Reduced |
| Bell Investment Advisors, Inc | 91 | $23.0K | 0.01% | +15+19.7% | Added |
| United Community Bank | 90 | $23.1K | 0.02% | +90 | New |
| Column Capital Advisors, LLC | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 100 | $26.0K | 0.01% | +100 | New |
| Advocacy Wealth Management Services, LLC | 106 | $27.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 108 | $27.0K | 0.00% | +108 | New |
| Dark Forest Capital Management LP | 108 | $28.0K | 0.01% | −170−61.2% | Reduced |
| JJJ Advisors Inc. | 111 | $29.0K | 0.01% | −7−5.9% | Reduced |
| Gemmer Asset Management LLC | 115 | $30.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 120 | $31.0K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 120 | $31.0K | 0.02% | +120 | New |
| Loomis Sayles & Co L P | 124 | $32.0K | 0.00% | −12−8.8% | Reduced |
| Professional Financial Advisors, LLC | 126 | $32.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 123 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 134 | $34.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 134 | $34.0K | 0.02% | +134 | New |
| Toth Financial Advisory Corp | 138 | $35.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 135 | $35.0K | 0.00% | +18+15.4% | Added |
| Jones Financial Companies LLLP | 140 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 140 | $36.0K | 0.00% | +129+1,172.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 147 | $38.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 146 | $38.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 157 | $40.0K | 0.00% | +62+65.3% | Added |
| Glassman Wealth Services | 161 | $41.0K | 0.01% | +26+19.3% | Added |
| Old North State Trust, LLC | 177 | $45.0K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 181 | $47.0K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 190 | $49.0K | 0.01% | −2−1.0% | Reduced |
| Chilton Capital Management LLC | 189 | $49.0K | 0.00% | +189 | New |
| Cambridge Trust Co | 196 | $50.0K | 0.00% | +196 | New |