| Clear Street Markets LLC | 1 | $0 | 0.00% | −247−99.6% | Reduced |
| ClariVest Asset Management LLC | 7 | $0 | 0.00% | +7 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5 | $0 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $190 | 0.00% | +3 | New |
| Colonial Trust Advisors | 4 | $253 | 0.00% | −3−42.9% | Reduced |
| Authentikos Wealth Advisory, LLC | 4 | $253 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 4 | $256 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $506 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $506 | 0.00% | +8 | New |
| Cary Street Partner Investment Advisory LLC | 8 | $506 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 8 | $507 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $512 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $635 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12 | $759 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $760 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 13 | $824 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 15 | $1.00K | 0.00% | +11+275.0% | Added |
| Baker Avenue Asset Management, LP | 17 | $1.08K | 0.00% | +17 | New |
| Institutional & Family Asset Management, LLC | 19 | $1.20K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 23 | $1.46K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $1.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $1.58K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 26 | $1.65K | 0.00% | −15−36.6% | Reduced |
| AdvisorNet Financial, Inc | 27 | $1.71K | 0.00% | −25−48.1% | Reduced |
| Cedar Mountain Advisors, LLC | 27 | $1.71K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 36 | $2.00K | 0.00% | +18+100.0% | Added |
| Raffa Wealth Management, LLC | 35 | $2.22K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 36 | $2.28K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 38 | $2.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $2.98K | 0.00% | +3+6.8% | Added |
| USA Financial Portformulas Corp | 49 | $3.10K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 49 | $3.10K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $3.86K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 61 | $3.86K | 0.00% | +61 | New |
| Red Tortoise LLC | 62 | $3.92K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 66 | $4.18K | 0.00% | +6+10.0% | Added |
| Albion Financial Group | 75 | $4.75K | 0.00% | +75 | New |
| Lee Financial Co | 76 | $4.81K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 85 | $5.00K | 0.00% | +85 | New |
| Salem Investment Counselors Inc | 80 | $5.07K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 89 | $5.63K | 0.00% | −175−66.3% | Reduced |
| DT Investment Partners, LLC | 94 | $5.95K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 102 | $6.43K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 104 | $6.58K | 0.00% | +98+1,633.3% | Added |
| Private Trust Co NA | 108 | $6.84K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 113 | $7.15K | 0.00% | +52+85.2% | Added |
| Versant Capital Management, Inc | 115 | $7.28K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 123 | $7.79K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 137 | $8.67K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 151 | $9.56K | 0.00% | −2,177−93.5% | Reduced |
| Brown Brothers Harriman & Co | 153 | $9.69K | 0.00% | −19−11.0% | Reduced |
| JFS Wealth Advisors, LLC | 155 | $9.81K | 0.00% | +26+20.2% | Added |
| Steward Financial Group LLC | 163 | $10.0K | 0.00% | +163 | New |
| Tyler-Stone Wealth Management | 175 | $11.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 203 | $12.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 212 | $13.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 229 | $14.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 241 | $15.1K | 0.00% | −3−1.2% | Reduced |
| Riverview Trust Co | 239 | $15.1K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 254 | $16.1K | 0.00% | +1+0.4% | Added |
| Umb Bank N A | 263 | $16.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 270 | $17.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 281 | $17.8K | 0.00% | +13+4.9% | Added |
| Glassman Wealth Services | 286 | $18.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 297 | $18.8K | 0.00% | +13+4.6% | Added |
| North Star Investment Management Corp. | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 310 | $19.6K | 0.01% | +310 | New |
| TD Private Client Wealth LLC | 344 | $21.8K | 0.00% | −90−20.7% | Reduced |
| LGT Financial Advisors LLC | 344 | $21.8K | 0.03% | +344 | New |
| Ronald Blue Trust, Inc. | 371 | $22.0K | 0.00% | +65+21.2% | Added |
| Parkside Financial Bank & Trust | 374 | $23.7K | 0.01% | +16+4.5% | Added |
| GHP Investment Advisors, Inc. | 375 | $23.9K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 400 | $25.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 400 | $25.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 418 | $26.5K | 0.00% | −16−3.7% | Reduced |
| Lindbrook Capital, LLC | 432 | $27.4K | 0.00% | −8−1.8% | Reduced |
| NBC Securities, Inc. | 466 | $29.0K | 0.00% | +466 | New |
| Tortoise Investment Management, LLC | 476 | $30.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 480 | $30.4K | 0.01% | +480 | New |
| Benjamin F. Edwards & Company, Inc. | 496 | $31.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 500 | $31.7K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 513 | $33.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 551 | $34.9K | 0.01% | −11−2.0% | Reduced |
| Cambridge Trust Co | 600 | $38.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 616 | $39.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 622 | $39.4K | 0.02% | −39−5.9% | Reduced |
| Federated Hermes, Inc. | 641 | $40.6K | 0.00% | −13−2.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 658 | $41.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 697 | $44.1K | 0.00% | +54+8.4% | Added |
| Delta Asset Management LLC | 781 | $49.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 800 | $50.6K | 0.01% | +800 | New |
| FinTrust Capital Advisors, LLC | 880 | $55.7K | 0.01% | −160−15.4% | Reduced |
| Lazard Asset Management LLC | 900 | $56.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 900 | $57.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 965 | $61.0K | 0.05% | −234−19.5% | Reduced |