| Penserra Capital Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Westfuller Advisors, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 0 | $16 | 0.00% | 0 | Unchanged |
| Institute for Wealth Management, LLC. | 0 | $28 | 0.00% | 0 | New |
| Quarry LP | 1 | $126 | 0.00% | −465−99.8% | Reduced |
| Raffa Wealth Management, LLC | 1 | $126 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $126 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $126 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $131 | 0.00% | −2−66.7% | Reduced |
| Kilter Group LLC | 2 | $252 | 0.00% | −6−75.0% | Reduced |
| Quaker Wealth Management, LLC | 2 | $252 | 0.00% | −2−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $252 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $252 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $252 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $252 | 0.00% | +2 | New |
| 1620 Investment Advisors, Inc. | 2 | $252 | 0.00% | +2 | New |
| Tidemark, LLC | 2 | $252 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $374 | 0.00% | +3 | New |
| Aspect Partners, LLC | 3 | $378 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $378 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $378 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 3 | $378 | 0.00% | +3 | New |
| Provenance Wealth Advisors, LLC | 3 | $378 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $504 | 0.00% | −2−33.3% | Reduced |
| MCF Advisors LLC | 4 | $504 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $504 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4 | $504 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $630 | 0.00% | +2+66.7% | Added |
| Truvestments Capital LLC | 5 | $630 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 6 | $756 | 0.00% | −8−57.1% | Reduced |
| 1015 Capital Partners, LLC | 6 | $756 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $882 | 0.00% | −4−36.4% | Reduced |
| Mosley Wealth Management | 7 | $882 | 0.00% | +7 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bayban | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 8 | $1.01K | 0.00% | +3+60.0% | Added |
| Dunhill Financial, LLC | 9 | $1.16K | 0.00% | −3−25.0% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $1.26K | 0.00% | +10 | New |
| WPG Advisers, LLC | 11 | $1.39K | 0.00% | −2−15.4% | Reduced |
| HFM Investment Advisors, LLC | 11 | $1.39K | 0.00% | +5+83.3% | Added |
| Cornerstone Financial Management LLC | 13 | $1.64K | 0.00% | −10−43.5% | Reduced |
| MV Capital Management, Inc. | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $1.76K | 0.00% | −17−54.8% | Reduced |
| Manchester Capital Management LLC | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 17 | $2.15K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 19 | $2.39K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 20 | $2.52K | 0.00% | +10+100.0% | Added |
| Aventura Private Wealth, LLC | 20 | $2.52K | 0.00% | +20 | New |
| TD Capital Management LLC | 20 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $2.65K | 0.00% | +5+31.3% | Added |
| Park Place Capital Corp | 22 | $2.77K | 0.00% | −62−73.8% | Reduced |
| Ameriflex Group, Inc. | 22 | $2.77K | 0.00% | +22 | New |
| Aventus Investment Advisors, Inc. | 23 | $2.90K | 0.00% | −2,674−99.1% | Reduced |
| Zions Bancorporation, National Association | 23 | $2.90K | 0.00% | −81−77.9% | Reduced |
| Creative Capital Management Investments LLC | 23 | $2.90K | 0.00% | +23 | New |
| Rialto Wealth Management, LLC | 25 | $3.15K | 0.00% | +15+150.0% | Added |
| Financial Gravity Companies, Inc. | 25 | $3.15K | 0.00% | +25 | New |
| South State Corp. | 26 | $3.28K | 0.00% | −63−70.8% | Reduced |
| First Pacific Financial | 26 | $3.31K | 0.00% | +26 | New |
| Clear Street Markets LLC | 27 | $3.40K | 0.00% | +8+42.1% | Added |
| AdvisorNet Financial, Inc | 28 | $3.53K | 0.00% | +1+3.7% | Added |
| JPL Wealth Management, LLC | 29 | $3.65K | 0.00% | +3+11.5% | Added |
| United Financial Planning Group LLC | 31 | $3.91K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 32 | $4.03K | 0.00% | −186−85.3% | Reduced |
| Creative Financial Designs Inc | 32 | $4.03K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 32 | $4.03K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 32 | $4.03K | 0.00% | +32 | New |
| Private Wealth Management Group, LLC | 33 | $4.16K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 35 | $4.41K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 35 | $4.44K | 0.00% | −15−30.0% | Reduced |
| Hurley Capital, LLC | 36 | $4.56K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 40 | $5.04K | 0.00% | +40 | New |
| Fortitude Family Office, LLC | 44 | $5.54K | 0.00% | −17−27.9% | Reduced |
| Horizon Financial Services, LLC | 46 | $5.80K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 41 | $5.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 50 | $6.30K | 0.00% | −20−28.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 50 | $6.30K | 0.00% | −9−15.3% | Reduced |
| Crews Bank & Trust | 50 | $6.30K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $6.30K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 59 | $7.00K | 0.00% | −13−18.1% | Reduced |
| SBI Securities Co., Ltd. | 59 | $7.43K | 0.00% | +24+68.6% | Added |
| High Note Wealth, LLC | 60 | $7.56K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 60 | $7.56K | 0.00% | +60 | New |
| SJS Investment Consulting Inc. | 62 | $7.81K | 0.00% | +44+244.4% | Added |
| Action Point Financial Planning, LLC | 65 | $7.94K | 0.00% | +65 | New |
| Wiser Advisor Group LLC | 65 | $8.19K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 67 | $8.44K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 72 | $9.09K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 73 | $9.20K | 0.00% | −21−22.3% | Reduced |