| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Bokf, NA | 1 | $61 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 3 | $182 | 0.00% | −1−25.0% | Reduced |
| West Branch Capital LLC | 3 | $183 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 5 | $304 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $425 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 8 | $486 | 0.00% | +8 | New |
| Plante Moran Financial Advisors, LLC | 9 | $546 | 0.00% | +9 | New |
| Riggs Asset Managment Co. Inc. | 11 | $668 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 11 | $668 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 14 | $850 | 0.00% | +14 | New |
| Rakuten Securities, Inc. | 15 | $910 | 0.00% | +15 | New |
| True Wealth Design, LLC | 16 | $972 | 0.00% | +2+14.3% | Added |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Key Financial Inc | 18 | $1.09K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.21K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 25 | $1.52K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 28 | $1.70K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 28 | $1.70K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 29 | $1.76K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 31 | $1.88K | 0.00% | +16+106.7% | Added |
| GW&K Investment Management, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $2.00K | 0.00% | +18+112.5% | Added |
| DiNuzzo Private Wealth, Inc. | 36 | $2.19K | 0.00% | +1+2.9% | Added |
| Raffa Wealth Management, LLC | 40 | $2.43K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 50 | $3.03K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 51 | $3.10K | 0.00% | +27+112.5% | Added |
| Abound Wealth Management | 53 | $3.22K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 54 | $3.28K | 0.00% | +54 | New |
| FinTrust Capital Advisors, LLC | 67 | $4.07K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 72 | $4.28K | 0.00% | +9+14.3% | Added |
| Private Wealth Management Group, LLC | 74 | $4.49K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 76 | $4.61K | 0.00% | +1+1.3% | Added |
| Winch Advisory Services, LLC | 87 | $5.28K | 0.00% | +1+1.2% | Added |
| Rothschild Investment LLC | 90 | $5.46K | 0.00% | +10+12.5% | Added |
| Versant Capital Management, Inc | 99 | $6.01K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $6.07K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $6.07K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $6.07K | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 101 | $6.13K | 0.00% | −683−87.1% | Reduced |
| Creative Financial Designs Inc | 105 | $6.40K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 113 | $6.86K | 0.00% | +113 | New |
| Bell Investment Advisors, Inc | 129 | $7.83K | 0.00% | −30−18.9% | Reduced |
| Financial Perspectives, Inc | 133 | $8.07K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 136 | $8.25K | 0.00% | +70+106.1% | Added |
| Skopos Labs, Inc. | 136 | $8.25K | 0.00% | +136 | New |
| JFS Wealth Advisors, LLC | 142 | $8.62K | 0.00% | +17+13.6% | Added |
| Prestige Wealth Management Group LLC | 143 | $8.68K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 160 | $9.71K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 181 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 182 | $11.0K | 0.01% | +2+1.1% | Added |
| Hemington Wealth Management | 191 | $11.0K | 0.00% | +191 | New |
| Optiver Holding B.V. | 189 | $11.5K | 0.00% | +189 | New |
| Bangor Savings Bank | 193 | $11.7K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 210 | $12.7K | 0.00% | +210 | New |
| Sound Income Strategies, LLC | 213 | $12.9K | 0.00% | +213 | New |
| Keener Financial Planning LLC | 228 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 220 | $13.0K | 0.00% | +220 | New |
| Brown Brothers Harriman & Co | 218 | $13.2K | 0.00% | +121+124.7% | Added |
| Ashton Thomas Securities, LLC | 222 | $13.5K | 0.00% | +222 | New |
| CoreCap Advisors, LLC | 222 | $13.5K | 0.00% | +222 | New |
| CVA Family Office, LLC | 233 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 233 | $14.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 237 | $14.4K | 0.00% | +2+0.9% | Added |
| SOA Wealth Advisors, LLC. | 241 | $14.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 249 | $15.1K | 0.00% | −71−22.2% | Reduced |
| Washington Trust Co | 250 | $15.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 260 | $15.8K | 0.00% | +17+7.0% | Added |
| Quest Partners LLC | 264 | $16.0K | 0.00% | +264 | New |
| New Age Alpha Advisors, LLC | 281 | $17.1K | 0.01% | +281 | New |
| Millburn Ridgefield Corp | 282 | $17.1K | 0.00% | −23−7.5% | Reduced |
| Catalyst Capital Advisors LLC | 282 | $17.1K | 0.00% | −23−7.5% | Reduced |
| Paladin Advisory Group, LLC | 286 | $17.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 289 | $17.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 292 | $17.7K | 0.01% | +230+371.0% | Added |
| Bartlett & Co. Wealth Management LLC | 299 | $18.1K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 310 | $18.8K | 0.01% | −212−40.6% | Reduced |
| Covestor Ltd | 313 | $19.0K | 0.01% | −12−3.7% | Reduced |
| Criterion Capital Advisors, LLC | 374 | $19.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 332 | $20.1K | 0.00% | −5−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 339 | $20.6K | 0.00% | +66+24.2% | Added |
| Deseret Mutual Benefit Administrators | 340 | $20.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 350 | $21.2K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 349 | $21.3K | 0.00% | +21+6.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 351 | $21.3K | 0.00% | +9+2.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 377 | $22.9K | 0.00% | +377 | New |
| Venturi Wealth Management, LLC | 389 | $23.6K | 0.00% | +140+56.2% | Added |
| RE Dickinson Investment Advisors, LLC | 400 | $24.3K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 411 | $24.9K | 0.00% | +111+37.0% | Added |
| Harbor Investment Advisory, LLC | 420 | $25.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 431 | $26.2K | 0.00% | +425+7,083.3% | Added |
| Financial Freedom, LLC | 451 | $27.4K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 460 | $27.9K | 0.01% | +460 | New |
| MCF Advisors LLC | 465 | $28.2K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 500 | $30.3K | 0.00% | +500 | New |
| Aquatic Capital Management LLC | 500 | $30.3K | 0.00% | +500 | New |
| TD Private Client Wealth LLC | 511 | $31.0K | 0.00% | −26−4.8% | Reduced |
| JNBA Financial Advisors | 514 | $31.2K | 0.00% | +514 | New |
| Parkside Financial Bank & Trust | 518 | $31.4K | 0.00% | 00.0% | Unchanged |