| Penserra Capital Management LLC | 12 | $0 | 0.00% | −6−33.3% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| SOA Wealth Advisors, LLC. | 0 | $7 | 0.00% | 0 | Unchanged |
| Louisbourg Investments Inc. | 1 | $39 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $40 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $78 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $195 | 0.00% | −5−50.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $196 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 7 | $274 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $357 | 0.00% | +9 | New |
| Brown Brothers Harriman & Co | 10 | $391 | 0.00% | −80−88.9% | Reduced |
| Archer Investment Corp | 10 | $391 | 0.00% | −20−66.7% | Reduced |
| Ruedi Wealth Management, Inc. | 10 | $391 | 0.00% | −11−52.4% | Reduced |
| HM Payson & Co | 11 | $430 | 0.00% | +11 | New |
| Provenance Wealth Advisors, LLC | 15 | $586 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $587 | 0.00% | −271−94.8% | Reduced |
| Raffa Wealth Management, LLC | 17 | $665 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 18 | $703 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 18 | $704 | 0.00% | −359−95.2% | Reduced |
| Asset Dedication, LLC | 18 | $704 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 27 | $1.05K | 0.00% | −105−79.5% | Reduced |
| Cedar Wealth Management, LLC | 33 | $1.29K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 37 | $1.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 38 | $1.49K | 0.00% | +38 | New |
| Costello Asset Management, INC | 40 | $1.56K | 0.00% | +40 | New |
| Bruce G. Allen Investments, LLC | 42 | $1.64K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 43 | $1.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $1.68K | 0.00% | +43 | New |
| Bartlett & Co. Wealth Management LLC | 50 | $1.96K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $1.96K | 0.00% | +50 | New |
| New England Capital Financial Advisors LLC | 50 | $1.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 56 | $2.00K | 0.00% | −3−5.1% | Reduced |
| Abound Wealth Management | 56 | $2.19K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 61 | $2.38K | 0.00% | +30+96.8% | Added |
| Cullen/Frost Bankers, Inc. | 69 | $2.70K | 0.00% | −27−28.1% | Reduced |
| Laurel Wealth Advisors LLC | 70 | $2.74K | 0.00% | −18−20.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 75 | $2.93K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 76 | $2.97K | 0.00% | −26−25.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 82 | $3.21K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 82 | $3.21K | 0.00% | +82 | New |
| Bell Investment Advisors, Inc | 82 | $3.21K | 0.00% | −13−13.7% | Reduced |
| WR Wealth Planners, LLC | 90 | $3.53K | 0.00% | −68−43.0% | Reduced |
| Frazier Financial Advisors, LLC | 91 | $3.56K | 0.00% | +38+71.7% | Added |
| MV Capital Management, Inc. | 94 | $3.67K | 0.00% | −96−50.5% | Reduced |
| Adirondack Trust Co | 97 | $3.79K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 107 | $4.18K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 123 | $4.81K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 125 | $4.89K | 0.00% | +25+25.0% | Added |
| Beacon Capital Management, LLC | 125 | $4.89K | 0.00% | +125 | New |
| MeadowBrook Investment Advisors LLC | 133 | $5.20K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 137 | $5.36K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 139 | $5.43K | 0.00% | −45−24.5% | Reduced |
| Concord Wealth Partners | 142 | $5.55K | 0.00% | +142 | New |
| DHJJ Financial Advisors, Ltd. | 145 | $5.67K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 147 | $5.83K | 0.00% | −7−4.5% | Reduced |
| TCTC Holdings, LLC | 150 | $5.86K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 145 | $6.00K | 0.00% | −150−50.8% | Reduced |
| Coppell Advisory Solutions LLC | 158 | $6.26K | 0.00% | −372−70.2% | Reduced |
| Quarry LP | 170 | $6.64K | 0.00% | −145−46.0% | Reduced |
| REAP Financial Group, LLC | 173 | $6.76K | 0.00% | −12−6.5% | Reduced |
| Nemes Rush Group LLC | 152 | $7.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 187 | $7.31K | 0.00% | +155+484.4% | Added |
| Pinnacle Bancorp, Inc. | 189 | $7.39K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 190 | $7.43K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 191 | $7.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 193 | $7.54K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $7.82K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 211 | $8.00K | 0.00% | −2−0.9% | Reduced |
| First Financial Corp | 206 | $8.05K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 217 | $8.48K | 0.00% | +11+5.3% | Added |
| Macroview Investment Management LLC | 230 | $8.99K | 0.01% | −191−45.4% | Reduced |
| Moser Wealth Advisors, LLC | 235 | $9.19K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 238 | $9.30K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 240 | $9.38K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 250 | $9.77K | 0.00% | +250 | New |
| AdvisorNet Financial, Inc | 251 | $9.81K | 0.00% | +171+213.8% | Added |
| Twin Lakes Capital Management, LLC | 253 | $9.89K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 240 | $10.0K | 0.00% | −80−25.0% | Reduced |
| Hemington Wealth Management | 294 | $10.0K | 0.00% | +294 | New |
| Jaffetilchin Investment Partners, LLC | 278 | $10.9K | 0.00% | +278 | New |
| Meeder Asset Management Inc | 285 | $11.1K | 0.00% | −193−40.4% | Reduced |
| Cornerstone Planning Group LLC | 279 | $11.7K | 0.00% | −1−0.4% | Reduced |
| Capital Performance Advisors LLP | 300 | $11.7K | 0.00% | +300 | New |
| TSFG, LLC | 319 | $12.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 312 | $12.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 325 | $12.7K | 0.00% | −82−20.1% | Reduced |
| Mattson Financial Services, LLC | 320 | $14.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 388 | $15.2K | 0.00% | +225+138.0% | Added |
| Sandy Spring Bank | 395 | $15.4K | 0.00% | −750−65.5% | Reduced |
| Assetmark, Inc | 395 | $15.4K | 0.00% | +133+50.8% | Added |
| Resources Management Corp | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 415 | $16.2K | 0.01% | +318+327.8% | Added |
| Riverview Trust Co | 439 | $17.2K | 0.02% | +13+3.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 470 | $18.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 470 | $18.4K | 0.00% | 00.0% | Unchanged |