| Tfo-TDC, LLC | 2 | $31 | 0.00% | +2 | New |
| Salem Investment Counselors Inc | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 4 | $567 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4 | $567 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $567 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $709 | 0.00% | −57−91.9% | Reduced |
| Coppell Advisory Solutions LLC | 5 | $712 | 0.00% | +5 | New |
| Coppell Advisory Solutions Corp. | 5 | $712 | 0.00% | +5 | New |
| Glass Jacobson Investment Advisors llc | 6 | $851 | 0.00% | +6 | New |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $1.28K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $1.28K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $1.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.70K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $1.84K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 14 | $1.99K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $1.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 16 | $2.00K | 0.00% | −4,578−99.7% | Reduced |
| Capital Advisors, Ltd. LLC | 14 | $2.00K | 0.00% | +3+27.3% | Added |
| JNBA Financial Advisors | 15 | $2.13K | 0.00% | −38−71.7% | Reduced |
| Delos Wealth Advisors, LLC | 15 | $2.13K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 16 | $2.27K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $2.27K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 17 | $2.41K | 0.00% | +17 | New |
| Sofos Investments, Inc. | 142 | $2.47K | 0.03% | −1,602−91.9% | Reduced |
| Paragon Wealth Strategies, LLC | 19 | $2.70K | 0.00% | +19 | New |
| Piershale Financial Group, Inc. | 20 | $2.84K | 0.00% | +20 | New |
| Sanctuary Wealth Management, L.L.C. | 20 | $2.84K | 0.00% | +20 | New |
| Kelly Financial Services LLC | 24 | $3.40K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 24 | $3.40K | 0.00% | +4+20.0% | Added |
| BDO Wealth Advisors, LLC | 25 | $3.55K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $3.55K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $3.65K | 0.00% | +14+116.7% | Added |
| Sound Income Strategies, LLC | 26 | $3.69K | 0.00% | +17+188.9% | Added |
| Sierra Capital LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 30 | $4.25K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 30 | $4.25K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 32 | $4.54K | 0.00% | −241−88.3% | Reduced |
| Tucker Asset Management LLC | 33 | $4.65K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 35 | $4.96K | 0.00% | +35 | New |
| Abound Wealth Management | 35 | $4.97K | 0.00% | +22+169.2% | Added |
| Thompson Siegel & Walmsley LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $6.10K | 0.00% | +14+48.3% | Added |
| Disciplined Investments, LLC | 44 | $6.24K | 0.00% | −3−6.4% | Reduced |
| GHP Investment Advisors, Inc. | 46 | $6.52K | 0.00% | −20−30.3% | Reduced |
| Leonteq Securities AG | 48 | $6.81K | 0.00% | −447−90.3% | Reduced |
| True Wealth Design, LLC | 57 | $8.08K | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 60 | $8.51K | 0.00% | +12+25.0% | Added |
| Money Concepts Capital Corp | 67 | $9.50K | 0.00% | +67 | New |
| Steward Financial Group LLC | 71 | $10.0K | 0.00% | +71 | New |
| SRS Capital Advisors, Inc. | 71 | $10.1K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 73 | $10.4K | 0.01% | +73 | New |
| Institutional & Family Asset Management, LLC | 78 | $11.1K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 80 | $11.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 81 | $11.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 82 | $11.6K | 0.00% | +1+1.2% | Added |
| Tyler-Stone Wealth Management | 82 | $12.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 102 | $14.0K | 0.00% | +30+41.7% | Added |
| Carolinas Wealth Consulting LLC | 99 | $14.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 102 | $14.4K | 0.00% | +102 | New |
| AdvisorNet Financial, Inc | 102 | $14.5K | 0.00% | +53+108.2% | Added |
| SOA Wealth Advisors, LLC. | 110 | $15.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 114 | $16.0K | 0.01% | −24−17.4% | Reduced |
| Loomis Sayles & Co L P | 114 | $16.0K | 0.00% | +78+216.7% | Added |
| Washington Trust Advisors, Inc. | 115 | $16.3K | 0.00% | −190−62.3% | Reduced |
| RWM Asset Management, LLC | 125 | $17.7K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 127 | $18.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 133 | $18.9K | 0.00% | −6−4.3% | Reduced |
| Baystate Wealth Management LLC | 132 | $19.0K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 146 | $20.7K | 0.00% | +146 | New |
| AXS Investments LLC | 147 | $20.8K | 0.01% | +147 | New |
| Farther Finance Advisors, LLC | 148 | $21.0K | 0.01% | +148 | New |
| Zions Bancorporation, N.A. | 151 | $21.4K | 0.00% | −149−49.7% | Reduced |
| Schubert & Co | 153 | $21.7K | 0.02% | +54+54.5% | Added |
| Oakworth Capital, Inc. | 161 | $22.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 164 | $23.3K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 171 | $24.0K | 0.00% | +171 | New |
| Focused Wealth Management, Inc | 178 | $25.2K | 0.01% | +8+4.7% | Added |
| JFS Wealth Advisors, LLC | 179 | $25.4K | 0.00% | +5+2.9% | Added |
| Delta Asset Management LLC | 184 | $26.1K | 0.00% | +184 | New |
| Comerica Securities,inc. | 197 | $27.9K | 0.00% | +197 | New |
| Citizens National Bank Trust Department | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 198 | $28.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 201 | $29.0K | 0.00% | −43−17.6% | Reduced |
| Spire Wealth Management | 203 | $29.0K | 0.00% | −14−6.5% | Reduced |
| Massmutual Trust Co FSB | 204 | $29.0K | 0.00% | +23+12.7% | Added |
| Deseret Mutual Benefit Administrators | 205 | $29.1K | 0.01% | −260−55.9% | Reduced |
| JCIC Asset Management Inc. | 215 | $30.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 211 | $30.0K | 0.02% | −37−14.9% | Reduced |
| Orion Capital Management LLC | 214 | $30.3K | 0.02% | +83+63.4% | Added |
| TD Waterhouse Canada Inc. | 170 | $30.8K | 0.00% | +170 | New |
| Bangor Savings Bank | 218 | $31.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 223 | $31.6K | 0.00% | +78+53.8% | Added |
| Private Trust Co NA | 223 | $32.0K | 0.00% | −5−2.2% | Reduced |
| Front Row Advisors LLC | 228 | $32.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 233 | $33.0K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 245 | $34.7K | 0.01% | +245 | New |
| Field & Main Bank | 250 | $35.5K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 250 | $35.5K | 0.01% | 00.0% | Unchanged |