| Lazard Asset Management LLC | 8 | $0 | 0.00% | +8 | New |
| EWG Elevate Inc. | 2 | $240 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $241 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $363 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $480 | 0.00% | +1+33.3% | Added |
| Addison Advisors LLC | 4 | $480 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4 | $480 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $600 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5 | $600 | 0.00% | +5 | New |
| MinichMacGregor Wealth Management, LLC | 8 | $960 | 0.00% | +8 | New |
| MV Capital Management, Inc. | 8 | $961 | 0.00% | −9−52.9% | Reduced |
| ClariVest Asset Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Disciplined Investments, LLC | 10 | $1.20K | 0.00% | −6−37.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 10 | $1.20K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 13 | $1.56K | 0.00% | +9+225.0% | Added |
| Capital Advisors, Ltd. LLC | 19 | $2.00K | 0.00% | +9+90.0% | Added |
| Prestige Wealth Management Group LLC | 17 | $2.04K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 18 | $2.16K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $2.16K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 20 | $2.40K | 0.00% | +20 | New |
| Heritage Wealth Management, LLC | 22 | $2.64K | 0.00% | +11+100.0% | Added |
| Beaird Harris Wealth Management, LLC | 22 | $2.64K | 0.00% | +22 | New |
| Red Tortoise LLC | 22 | $2.64K | 0.00% | +22 | New |
| HWG Holdings LP | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 26 | $3.12K | 0.00% | −29−52.7% | Reduced |
| Schubert & Co | 26 | $3.12K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $3.72K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $3.84K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 37 | $4.44K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $4.68K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 47 | $5.64K | 0.00% | −24−33.8% | Reduced |
| Front Row Advisors LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 58 | $6.96K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 55 | $7.00K | 0.00% | +55 | New |
| CVA Family Office, LLC | 60 | $7.20K | 0.00% | −55−47.8% | Reduced |
| CoreFirst Bank & Trust | 60 | $7.20K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 60 | $7.20K | 0.00% | +60 | New |
| AdvisorNet Financial, Inc | 61 | $7.32K | 0.00% | +52+577.8% | Added |
| Bell Investment Advisors, Inc | 65 | $7.80K | 0.00% | +3+4.8% | Added |
| 1832 Asset Management L.P. | 67 | $8.04K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 67 | $8.04K | 0.00% | +31+86.1% | Added |
| Earnest Partners LLC | 68 | $8.16K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 79 | $9.00K | 0.00% | +5+6.8% | Added |
| Missouri Trust & Investment Co | 75 | $9.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 86 | $10.3K | 0.00% | −4−4.4% | Reduced |
| Bogart Wealth, LLC | 87 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 94 | $11.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 95 | $11.4K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 97 | $11.6K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 98 | $12.0K | 0.01% | +98 | New |
| Godsey & Gibb Associates | 100 | $12.0K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 105 | $12.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 109 | $13.0K | 0.01% | +1+0.9% | Added |
| Tfo-TDC, LLC | 600 | $13.1K | 0.00% | +600 | New |
| Coppell Advisory Solutions LLC | 110 | $13.2K | 0.00% | +110 | New |
| Coppell Advisory Solutions Corp. | 110 | $13.2K | 0.00% | +110 | New |
| Lee Financial Co | 112 | $13.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $14.4K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 129 | $15.0K | 0.00% | −3,050−95.9% | Reduced |
| Cribstone Capital Management, LLC | 130 | $15.6K | 0.01% | −4−3.0% | Reduced |
| JJJ Advisors Inc. | 125 | $16.0K | 0.00% | +115+1,150.0% | Added |
| Zions Bancorporation, N.A. | 145 | $17.4K | 0.00% | −4−2.7% | Reduced |
| Trustcore Financial Services, LLC | 150 | $18.0K | 0.00% | −50−25.0% | Reduced |
| Johnson Financial Group, Inc. | 161 | $19.3K | 0.00% | −119−42.5% | Reduced |
| Farther Finance Advisors, LLC | 167 | $20.1K | 0.01% | +167 | New |
| Cary Street Partner Investment Advisory LLC | 172 | $20.7K | 0.00% | +172 | New |
| Bellevue Asset Management, LLC | 186 | $22.1K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 194 | $23.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 195 | $23.4K | 0.00% | +25+14.7% | Added |
| Old Second National Bank of Aurora | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 203 | $24.4K | 0.00% | +203 | New |
| Perkins Coie Trust Co | 207 | $24.9K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 215 | $26.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 217 | $26.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 218 | $26.2K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 222 | $26.7K | 0.00% | −3,897−94.6% | Reduced |
| Deseret Mutual Benefit Administrators | 224 | $26.9K | 0.01% | −305−57.7% | Reduced |
| Oakworth Capital, Inc. | 225 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 245 | $29.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 246 | $29.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 244 | $29.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 247 | $29.7K | 0.03% | +247 | New |
| Asset Dedication, LLC | 240 | $30.0K | 0.00% | −80−25.0% | Reduced |
| AlphaMark Advisors, LLC | 250 | $30.0K | 0.02% | +250 | New |
| Capstone Investment Advisors, LLC | 267 | $32.1K | 0.00% | +267 | New |
| Private Trust Co NA | 273 | $33.0K | 0.00% | +273 | New |
| Hanson & Doremus Investment Management | 303 | $36.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 321 | $39.0K | 0.01% | +321 | New |
| First Horizon Advisors, Inc. | 325 | $39.0K | 0.00% | +20+6.6% | Added |
| Dark Forest Capital Management LP | 350 | $42.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 360 | $43.2K | 0.04% | −40−10.0% | Reduced |
| Money Concepts Capital Corp | 379 | $45.5K | 0.00% | +379 | New |
| Whittier Trust Co of Nevada Inc | 388 | $46.6K | 0.00% | +388 | New |
| Proequities, Inc. | 391 | $46.9K | 0.00% | +21+5.7% | Added |