| Penserra Capital Management LLC | 6 | $0 | 0.00% | −833−99.3% | Reduced |
| Valued Wealth Advisors LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $78 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $78 | 0.00% | +1 | New |
| Colonial Trust Advisors | 4 | $313 | 0.00% | −34−89.5% | Reduced |
| Proequities, Inc. | 4 | $313 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $317 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $391 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $470 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $470 | 0.00% | +6 | New |
| Wetzel Investment Advisors, Inc. | 7 | $517 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $547 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $626 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 8 | $626 | 0.00% | +8 | New |
| Abound Wealth Management | 10 | $786 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12 | $939 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $939 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $1.21K | 0.00% | +3+23.1% | Added |
| Private Trust Co NA | 16 | $1.25K | 0.00% | −92−85.2% | Reduced |
| AdvisorNet Financial, Inc | 16 | $1.25K | 0.00% | −27−62.8% | Reduced |
| MCF Advisors LLC | 19 | $1.49K | 0.00% | +6+46.2% | Added |
| BFSG, LLC | 23 | $1.80K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $1.96K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $1.96K | 0.00% | +1+4.2% | Added |
| Avion Wealth | 25 | $2.00K | 0.00% | −9−26.5% | Reduced |
| Aspect Partners, LLC | 29 | $2.27K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 32 | $2.50K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35 | $2.74K | 0.00% | +10+40.0% | Added |
| Raffa Wealth Management, LLC | 35 | $2.74K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 35 | $2.74K | 0.00% | +30+600.0% | Added |
| WR Wealth Planners, LLC | 36 | $2.82K | 0.00% | +36 | New |
| Glen Eagle Advisors, LLC | 38 | $2.98K | 0.00% | +38 | New |
| Frazier Financial Advisors, LLC | 38 | $2.98K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 41 | $3.21K | 0.00% | +41 | New |
| Prestige Wealth Management Group LLC | 42 | $3.29K | 0.00% | −85−66.9% | Reduced |
| Zions Bancorporation, N.A. | 49 | $3.84K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 51 | $3.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 57 | $4.00K | 0.00% | +42+280.0% | Added |
| RFP Financial Group LLC | 52 | $4.07K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $4.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 61 | $4.78K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 61 | $4.78K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 62 | $4.85K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 67 | $5.25K | 0.00% | +54+415.4% | Added |
| Pathway Financial Advisers, LLC | 68 | $5.33K | 0.00% | +68 | New |
| Crewe Advisors LLC | 71 | $5.56K | 0.00% | +71 | New |
| Harbour Investments, Inc. | 77 | $6.03K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 79 | $6.18K | 0.01% | −13−14.1% | Reduced |
| Salem Investment Counselors Inc | 80 | $6.26K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 82 | $6.42K | 0.00% | +82 | New |
| Cetera Trust Company, N.A | 85 | $6.66K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 94 | $7.36K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $7.83K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 109 | $8.53K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 110 | $8.61K | 0.00% | −104−48.6% | Reduced |
| Rothschild Investment LLC | 118 | $9.24K | 0.00% | +15+14.6% | Added |
| Sachetta, LLC | 143 | $9.95K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 129 | $9.99K | 0.00% | +129 | New |
| CVA Family Office, LLC | 130 | $10.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 139 | $10.9K | 0.00% | +2+1.5% | Added |
| IFP Advisors, Inc | 143 | $11.2K | 0.00% | +17+13.5% | Added |
| First Foundation Advisors | 153 | $12.0K | 0.00% | +153 | New |
| JFS Wealth Advisors, LLC | 161 | $12.6K | 0.00% | −13−7.5% | Reduced |
| Huntington National Bank | 175 | $13.7K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 175 | $13.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 178 | $13.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 203 | $15.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 223 | $17.5K | 0.00% | +37+19.9% | Added |
| Kiely Wealth Advisory Group, Inc. | 240 | $18.2K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 239 | $18.7K | 0.01% | +239 | New |
| Wellington Shields Capital Management, LLC | 254 | $19.9K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 295 | $23.1K | 0.00% | −9,985−97.1% | Reduced |
| Fortitude Family Office, LLC | 296 | $23.2K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $23.5K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 306 | $24.0K | 0.02% | +306 | New |
| Quent Capital, LLC | 309 | $24.3K | 0.00% | −1−0.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 310 | $24.3K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 320 | $25.1K | 0.00% | −47−12.8% | Reduced |
| GHP Investment Advisors, Inc. | 375 | $29.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 383 | $30.0K | 0.00% | +91+31.2% | Added |
| TD Waterhouse Canada Inc. | 390 | $30.1K | 0.00% | −886−69.4% | Reduced |
| Parkside Financial Bank & Trust | 395 | $30.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 400 | $31.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 406 | $31.8K | 0.02% | −82−16.8% | Reduced |
| Farther Finance Advisors, LLC | 423 | $32.8K | 0.00% | +9+2.2% | Added |
| Creative Financial Designs Inc | 420 | $32.9K | 0.00% | +355+546.2% | Added |
| Allworth Financial LP | 455 | $35.6K | 0.00% | +145+46.8% | Added |
| NBC Securities, Inc. | 466 | $36.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 472 | $37.0K | 0.00% | +54+12.9% | Added |
| Tortoise Investment Management, LLC | 476 | $37.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 480 | $37.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 493 | $38.6K | 0.00% | +2+0.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 496 | $39.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 513 | $40.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 555 | $43.5K | 0.00% | −56−9.2% | Reduced |
| Bell Investment Advisors, Inc | 595 | $46.6K | 0.01% | −6−1.0% | Reduced |