| Hexagon Capital Partners LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $133 | 0.00% | – | New |
| Enterprise Financial Services Corp | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $1.00K | 0.00% | +4+133.3% | Added |
| SOA Wealth Advisors, LLC. | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| ClariVest Asset Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 35 | $5.00K | 0.00% | +5+16.7% | Added |
| Versant Capital Management, Inc | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $5.00K | 0.00% | +29+414.3% | Added |
| Arkadios Wealth Advisors | 42 | $5.00K | 0.00% | +36+600.0% | Added |
| Eagle Bay Advisors LLC | 30 | $5.00K | 0.00% | +30 | New |
| Crewe Advisors LLC | 48 | $6.00K | 0.00% | −57−54.3% | Reduced |
| Cordasco Financial Network | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 46 | $6.00K | 0.00% | +9+24.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $6.67K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 50 | $7.00K | 0.00% | +50 | New |
| Altshuler Shaham Ltd | 50 | $7.00K | 0.00% | +50 | New |
| Sutton Wealth Advisors Inc. | 57 | $7.61K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $8.00K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 68 | $9.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 71 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 68 | $9.00K | 0.00% | +9+15.3% | Added |
| Adirondack Trust Co | 85 | $11.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 86 | $11.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 86 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 94 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 94 | $13.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 103 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 102 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 104 | $14.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 107 | $14.0K | 0.00% | +35+48.6% | Added |
| Clearstead Advisors, LLC | 110 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 110 | $15.0K | 0.00% | +110 | New |
| BBVA USA | 128 | $17.0K | 0.00% | +128 | New |
| Private Ocean, LLC | 128 | $17.0K | 0.00% | +128 | New |
| Johnson Financial Group, Inc. | 134 | $18.0K | 0.00% | +134 | New |
| Zions Bancorporation, N.A. | 152 | $20.0K | 0.00% | +8+5.6% | Added |
| Old North State Trust, LLC | 148 | $20.0K | 0.02% | +17+13.0% | Added |
| Center for Financial Planning, Inc. | 160 | $21.0K | 0.01% | −4−2.4% | Reduced |
| CVA Family Office, LLC | 171 | $23.0K | 0.01% | +81+90.0% | Added |
| Bellevue Asset Management, LLC | 186 | $25.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 189 | $25.0K | 0.00% | +27+16.7% | Added |
| Community Bank, N.A. | 194 | $26.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 198 | $26.0K | 0.02% | +198 | New |
| Holloway Wealth Management, LLC | – | $27.0K | 0.01% | – | – |
| Old Second National Bank of Aurora | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $27.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 200 | $27.0K | 0.01% | +200 | New |
| Cypress Point Wealth Management, LLC | 200 | $27.0K | 0.02% | +200 | New |
| Hanson & Doremus Investment Management | 303 | $28.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 214 | $29.0K | 0.00% | −48−18.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 215 | $29.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 214 | $29.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 217 | $29.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 216 | $29.0K | 0.00% | +64+42.1% | Added |
| Parkside Financial Bank & Trust | 229 | $31.0K | 0.01% | +16+7.5% | Added |
| CX Institutional | 240 | $32.0K | 0.00% | +52+27.7% | Added |
| Tradition Wealth Management, LLC | 245 | $33.0K | 0.00% | −28−10.3% | Reduced |
| Cribstone Capital Management, LLC | 280 | $37.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 325 | $43.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 349 | $47.0K | 0.00% | +39+12.6% | Added |
| First Horizon Advisors, Inc. | 376 | $49.0K | 0.00% | +265+238.7% | Added |
| Private Capital Group, LLC | 386 | $52.0K | 0.01% | −12−3.0% | Reduced |
| Meeder Asset Management Inc | 403 | $54.0K | 0.00% | +41+11.3% | Added |
| Asset Dedication, LLC | 400 | $55.0K | 0.01% | +400 | New |
| NEXT Financial Group, Inc | 419 | $56.0K | 0.00% | +11+2.7% | Added |
| NuWave Investment Management, LLC | 423 | $56.0K | 0.06% | +423 | New |
| Parallax Volatility Advisers, L.P. | 436 | $58.0K | 0.00% | +436 | New |
| Castleview Partners, LLC | 450 | $60.0K | 0.03% | +450 | New |
| Patriot Financial Group Insurance Agency, LLC | 482 | $64.0K | 0.01% | +1+0.2% | Added |
| Farmers & Merchants Investments Inc | 487 | $65.0K | 0.00% | −75−13.3% | Reduced |
| Parallel Advisors, LLC | 487 | $65.0K | 0.00% | +95+24.2% | Added |
| Proequities, Inc. | 524 | $70.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 530 | $71.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 546 | $73.0K | 0.02% | 00.0% | Unchanged |