| Penserra Capital Management LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 1,000 | $19 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 2 | $38 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $48 | 0.00% | −3−60.0% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $71 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $95 | 0.00% | −44−91.7% | Reduced |
| Strategic Advocates LLC | 4 | $96 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 9 | $213 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 11 | $261 | 0.00% | −5−31.3% | Reduced |
| WestEnd Advisors, LLC | 12 | $284 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $295 | 0.00% | +6+100.0% | Added |
| Rossby Financial, LCC | 13 | $308 | 0.00% | −37−74.0% | Reduced |
| Distillate Capital Partners LLC | 13 | $308 | 0.00% | +13 | New |
| NorthAvenue LLC | 16 | $380 | 0.00% | +16 | New |
| United Community Bank | 17 | $403 | 0.00% | −28−62.2% | Reduced |
| Clayton Financial Group LLC | 17 | $403 | 0.00% | +17 | New |
| ORG Partners LLC | 18 | $426 | 0.00% | +13+260.0% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $427 | 0.00% | −25−58.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 22 | $521 | 0.00% | +22 | New |
| UMA Financial Services, Inc. | 23 | $546 | 0.00% | −15−39.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 24 | $568 | 0.00% | +3+14.3% | Added |
| Colonial Trust Co | 24 | $569 | 0.00% | +24 | New |
| N.E.W. Advisory Services LLC | 25 | $593 | 0.00% | +25 | New |
| Cape Investment Advisory, Inc. | 26 | $616 | 0.00% | +13+100.0% | Added |
| Quaker Wealth Management, LLC | 26 | $617 | 0.00% | +15+136.4% | Added |
| TFC Financial Management | 28 | $664 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $709 | 0.00% | −33−52.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 31 | $735 | 0.00% | +31 | New |
| NBC Securities, Inc. | 32 | $758 | 0.00% | −58−64.4% | Reduced |
| Sunrise Financial Services, LLC | 32 | $758 | 0.00% | +32 | New |
| Crewe Advisors LLC | 35 | $830 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 35 | $830 | 0.00% | +35 | New |
| Sunbelt Securities, Inc. | 38 | $901 | 0.00% | +11+40.7% | Added |
| Grove Bank & Trust | 40 | $948 | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 42 | $995 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 67 | $1.00K | 0.00% | −28−29.5% | Reduced |
| Sankala Group LLC | 45 | $1.15K | 0.00% | +45 | New |
| Cornerstone Planning Group LLC | 47 | $1.16K | 0.00% | +47 | New |
| Anfield Capital Management, LLC | 50 | $1.19K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 50 | $1.19K | 0.00% | +20+66.7% | Added |
| Activest Wealth Management | 52 | $1.23K | 0.00% | +47+940.0% | Added |
| True Wealth Design, LLC | 61 | $1.45K | 0.00% | −52−46.0% | Reduced |
| Howard Hughes Medical Institute | 62 | $1.47K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 63 | $1.49K | 0.00% | −166−72.5% | Reduced |
| Bogart Wealth, LLC | 69 | $1.64K | 0.00% | +3+4.5% | Added |
| Bare Financial Services, Inc | 73 | $1.73K | 0.00% | +73 | New |
| Johnson Financial Group, Inc. | 73 | $1.73K | 0.00% | −7,215−99.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 79 | $1.87K | 0.00% | +79 | New |
| Raffa Wealth Management, LLC | 80 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 105 | $2.00K | 0.00% | −1,008−90.6% | Reduced |
| Fortis Group Advisors, LLC | 88 | $2.09K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 89 | $2.11K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 95 | $2.25K | 0.00% | −55−36.7% | Reduced |
| Financial Consulate, Inc | 96 | $2.28K | 0.00% | +96 | New |
| South State Corp. | 101 | $2.39K | 0.00% | +101 | New |
| Kilter Group LLC | 113 | $2.68K | 0.00% | +49+76.6% | Added |
| Sachetta, LLC | 116 | $2.75K | 0.00% | +76+190.0% | Added |
| WPG Advisers, LLC | 118 | $2.80K | 0.00% | −84−41.6% | Reduced |
| Lodestone Wealth Management LLC | 123 | $2.92K | 0.00% | +123 | New |
| Bell Investment Advisors, Inc | 126 | $2.99K | 0.00% | +34+37.0% | Added |
| Ogorek Anthony Joseph | 134 | $3.00K | 0.00% | +75+127.1% | Added |
| Capital Advisors, Ltd. LLC | 138 | $3.00K | 0.00% | +106+331.3% | Added |
| Bartlett & Co. Wealth Management LLC | 127 | $3.01K | 0.00% | +118+1,311.1% | Added |
| Marquette Asset Management, LLC | 127 | $3.01K | 0.00% | +127 | New |
| Bruce G. Allen Investments, LLC | 135 | $3.20K | 0.00% | +42+45.2% | Added |
| S&T Bank | 139 | $3.29K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 140 | $3.32K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 141 | $3.34K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 146 | $3.46K | 0.00% | +146 | New |
| Plante Moran Financial Advisors, LLC | 150 | $3.56K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 150 | $3.56K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 156 | $3.72K | 0.00% | +1+0.6% | Added |
| TD Private Client Wealth LLC | 162 | $3.84K | 0.00% | +66+68.8% | Added |
| TSFG, LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 161 | $4.00K | 0.00% | +161 | New |
| CBIZ Investment Advisory Services, LLC | 170 | $4.03K | 0.00% | +96+129.7% | Added |
| Addison Advisors LLC | 177 | $4.20K | 0.00% | +177 | New |
| Cornerstone Financial Management LLC | 178 | $4.22K | 0.00% | +178 | New |
| Spire Wealth Management | 181 | $4.29K | 0.00% | −4−2.2% | Reduced |
| Farmers & Merchants Investments Inc | 190 | $4.50K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 198 | $4.68K | 0.00% | −31−13.5% | Reduced |
| Advocate Investing Services LLC | 200 | $4.74K | 0.00% | +200 | New |
| Davis Capital Management | 201 | $4.76K | 0.00% | −9,256−97.9% | Reduced |
| CVA Family Office, LLC | 203 | $4.81K | 0.00% | +137+207.6% | Added |
| High Note Wealth, LLC | 220 | $5.21K | 0.00% | +220 | New |
| Private Trust Co NA | 227 | $5.38K | 0.00% | +195+609.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 227 | $5.38K | 0.00% | +227 | New |
| Sherman Asset Management, Inc. | 243 | $5.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 262 | $6.21K | 0.00% | +227+648.6% | Added |
| Wealth Watch Advisors, INC | 268 | $6.35K | 0.00% | +93+53.1% | Added |
| Westfuller Advisors, LLC | 272 | $6.45K | 0.00% | +272 | New |
| GHP Investment Advisors, Inc. | 272 | $6.45K | 0.00% | +3+1.1% | Added |
| Private Wealth Management Group, LLC | 343 | $8.13K | 0.00% | +317+1,219.2% | Added |
| MV Capital Management, Inc. | 346 | $8.20K | 0.00% | +346 | New |
| Basecamp Wealth Advisors LLC | 355 | $8.41K | 0.00% | +355 | New |
| LRI Investments, LLC | 425 | $10.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 433 | $10.3K | 0.00% | −69−13.7% | Reduced |
| SageView Advisory Group, LLC | 437 | $10.4K | 0.00% | +437 | New |
| Tucker Asset Management LLC | 441 | $10.5K | 0.00% | +441 | New |
| GW&K Investment Management, LLC | 452 | $11.0K | 0.00% | +352+352.0% | Added |