| Penserra Capital Management LLC | 12 | $0 | 0.00% | −9−42.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Creekmur Asset Management LLC | 0 | $12 | 0.00% | −73−100.0% | Reduced |
| Bokf, NA | 1 | $27 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $37 | 0.00% | +1 | New |
| First Personal Financial Services | 3 | $81 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 3 | $85 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $133 | 0.00% | +5 | New |
| Breakwater Investment Management | 8 | $215 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $268 | 0.00% | +5+100.0% | Added |
| Colonial Trust Co | 10 | $270 | 0.00% | +10 | New |
| Quent Capital, LLC | 12 | $310 | 0.00% | −736−98.4% | Reduced |
| Asset Dedication, LLC | 14 | $375 | 0.00% | −70−83.3% | Reduced |
| Northwest Financial Advisors | 14 | $375 | 0.00% | +14 | New |
| Wolff Wiese Magana LLC | 15 | $402 | 0.00% | +15 | New |
| Claris Advisors, LLC | 16 | $428 | 0.00% | +16 | New |
| Carolinas Wealth Consulting LLC | 22 | $590 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 25 | $670 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 29 | $777 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 31 | $830 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 34 | $907 | 0.00% | −3−8.1% | Reduced |
| Cornerstone Planning Group LLC | 36 | $961 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 36 | $963 | 0.00% | −36−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 37 | $991 | 0.00% | −5−11.9% | Reduced |
| Hemington Wealth Management | 49 | $1.00K | 0.00% | +49 | New |
| Trust Co of Vermont | 38 | $1.02K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 39 | $1.03K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 39 | $1.04K | 0.00% | −119−75.3% | Reduced |
| Brown Brothers Harriman & Co | 42 | $1.13K | 0.00% | −279−86.9% | Reduced |
| Abound Wealth Management | 43 | $1.15K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 43 | $1.15K | 0.00% | +43 | New |
| SJS Investment Consulting Inc. | 44 | $1.18K | 0.00% | −17−27.9% | Reduced |
| Sandy Spring Bank | 45 | $1.21K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 46 | $1.23K | 0.00% | +1+2.2% | Added |
| Key Financial Inc | 49 | $1.31K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 50 | $1.32K | 0.00% | +10+25.0% | Added |
| Raffa Wealth Management, LLC | 50 | $1.34K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 56 | $1.49K | 0.00% | +36+180.0% | Added |
| MV Capital Management, Inc. | 58 | $1.55K | 0.00% | −93−61.6% | Reduced |
| Spectrum Wealth Counsel, LLC | 60 | $1.61K | 0.00% | +60 | New |
| Sachetta, LLC | 64 | $1.71K | 0.00% | +43+204.8% | Added |
| Red Tortoise LLC | 71 | $1.90K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 78 | $2.10K | 0.00% | −2,715−97.2% | Reduced |
| Coppell Advisory Solutions LLC | 78 | $2.11K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 81 | $2.17K | 0.00% | +28+52.8% | Added |
| HighMark Wealth Management LLC | 82 | $2.20K | 0.00% | +1+1.2% | Added |
| Grove Bank & Trust | 83 | $2.22K | 0.00% | +83 | New |
| Creative Financial Designs Inc | 96 | $2.57K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.68K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 114 | $3.05K | 0.00% | −107−48.4% | Reduced |
| Zions Bancorporation, N.A. | 125 | $3.35K | 0.00% | −144−53.5% | Reduced |
| Private Wealth Management Group, LLC | 129 | $3.46K | 0.00% | −109−45.8% | Reduced |
| Raleigh Capital Management Inc. | 129 | $3.46K | 0.00% | +99+330.0% | Added |
| Strategic Investment Solutions, Inc. | 140 | $3.75K | 0.00% | +140 | New |
| Gold Investment Management Ltd. | 146 | $3.91K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 153 | $4.00K | 0.00% | +37+31.9% | Added |
| Evermay Wealth Management LLC | 150 | $4.02K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 150 | $4.02K | 0.00% | +150 | New |
| Bruce G. Allen Investments, LLC | 151 | $4.04K | 0.00% | +111+277.5% | Added |
| Fortitude Family Office, LLC | 154 | $4.12K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 159 | $4.26K | 0.00% | +159 | New |
| Bell Investment Advisors, Inc | 159 | $4.26K | 0.00% | +3+1.9% | Added |
| First Command Advisory Services, Inc. | 163 | $4.37K | 0.00% | −162−49.8% | Reduced |
| True Wealth Design, LLC | 165 | $4.42K | 0.00% | +146+768.4% | Added |
| REAP Financial Group, LLC | 170 | $4.54K | 0.00% | −122−41.8% | Reduced |
| Pinnacle Bancorp, Inc. | 179 | $4.79K | 0.00% | +61+51.7% | Added |
| Centerpoint Advisors, LLC | 200 | $5.00K | 0.00% | −5,725−96.6% | Reduced |
| Bear Mountain Capital, Inc. | 200 | $5.11K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 220 | $5.89K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 224 | $6.00K | 0.00% | +224 | New |
| Atlantic Edge Private Wealth Management, LLC | 225 | $6.03K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 226 | $6.05K | 0.00% | +17+8.1% | Added |
| Richard W. Paul & Associates, LLC | 230 | $6.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $6.62K | 0.00% | −200−44.7% | Reduced |
| SRS Capital Advisors, Inc. | 250 | $6.70K | 0.00% | +202+420.8% | Added |
| Hollencrest Capital Management | 261 | $6.99K | 0.00% | +2+0.8% | Added |
| Pin Oak Investment Advisors Inc | 300 | $8.00K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $8.03K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $8.03K | 0.00% | +300 | New |
| Sound Income Strategies, LLC | 317 | $8.49K | 0.00% | +282+805.7% | Added |
| Capital Performance Advisors LLP | 329 | $8.81K | 0.00% | +329 | New |
| Manchester Capital Management LLC | 336 | $9.00K | 0.00% | +120+55.6% | Added |
| Geneos Wealth Management Inc. | 350 | $9.37K | 0.00% | +350 | New |
| Rakuten Securities, Inc. | 353 | $9.45K | 0.00% | −3−0.8% | Reduced |
| Financial Management Professionals, Inc. | 376 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 367 | $10.0K | 0.01% | +1+0.3% | Added |
| Hara Capital LLC | 375 | $10.0K | 0.01% | +375 | New |
| Addison Advisors LLC | 387 | $10.4K | 0.00% | −18−4.4% | Reduced |
| Lazard Asset Management LLC | 428 | $11.0K | 0.00% | −1,660−79.5% | Reduced |
| Principal Securities, Inc. | 411 | $11.0K | 0.00% | +22+5.7% | Added |
| Rise Advisors, LLC | 423 | $11.3K | 0.01% | +4+1.0% | Added |
| McIlrath & Eck, LLC | 443 | $11.9K | 0.00% | −250−36.1% | Reduced |
| JFS Wealth Advisors, LLC | 448 | $12.0K | 0.00% | −37−7.6% | Reduced |
| Rothschild Investment LLC | 469 | $12.6K | 0.00% | +287+157.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 470 | $12.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 506 | $13.5K | 0.00% | +12+2.4% | Added |
| Skopos Labs, Inc. | 530 | $14.2K | 0.00% | +530 | New |