| Clear Street Markets LLC | 1 | $0 | 0.00% | −98−99.0% | Reduced |
| Lee Financial Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $660 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $660 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 4 | $1.00K | 0.00% | −481−99.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3 | $1.00K | 0.00% | −5−62.5% | Reduced |
| Baystate Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Hallmark Capital Management Inc | 3 | $1.00K | 0.00% | +3 | New |
| JJJ Advisors Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $1.00K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Absolute Capital Management, LLC | 4 | $1.34K | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 5 | $2.00K | 0.00% | +3+150.0% | Added |
| DT Investment Partners, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Tucker Asset Management LLC | 7 | $2.42K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $2.64K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $3.00K | 0.00% | −3,551−99.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $3.00K | 0.00% | +4+66.7% | Added |
| Schubert & Co | 10 | $3.00K | 0.00% | +3+42.9% | Added |
| Transamerica Financial Advisors, Inc. | 10 | $4.00K | 0.00% | −1−9.1% | Reduced |
| Financial Management Professionals, Inc. | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 12 | $4.00K | 0.00% | +12 | New |
| Raleigh Capital Management Inc. | 13 | $4.00K | 0.00% | +13 | New |
| West Branch Capital LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $5.00K | 0.00% | +9+150.0% | Added |
| Capital Advisors, Ltd. LLC | 14 | $5.00K | 0.00% | +7+100.0% | Added |
| Paloma Partners Management Co | 16 | $5.00K | 0.00% | +16 | New |
| Activest Wealth Management | 16 | $5.00K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 17 | $6.00K | 0.00% | +5+41.7% | Added |
| Ronald Blue Trust, Inc. | 24 | $6.00K | 0.00% | +23+2,300.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $6.00K | 0.00% | +20 | New |
| HHM Wealth Advisors, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $7.00K | 0.00% | +1+5.3% | Added |
| Crewe Advisors LLC | 20 | $7.00K | 0.00% | +8+66.7% | Added |
| Larson Financial Group LLC | 21 | $7.00K | 0.00% | +13+162.5% | Added |
| Umb Bank N A | 25 | $8.00K | 0.00% | −52−67.5% | Reduced |
| MV Capital Management, Inc. | 25 | $8.00K | 0.00% | +6+31.6% | Added |
| Trustcore Financial Services, LLC | 23 | $8.00K | 0.00% | +23 | New |
| Financial Synergies Wealth Advisors, Inc. | 25 | $8.25K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 28 | $9.00K | 0.00% | +10+55.6% | Added |
| Farmers & Merchants Investments Inc | 31 | $10.0K | 0.00% | −26−45.6% | Reduced |
| Whittier Trust Co | 29 | $10.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 29 | $10.0K | 0.00% | +29 | New |
| Earnest Partners LLC | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 49 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 52 | $17.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 56 | $18.0K | 0.00% | −5−8.2% | Reduced |
| Oxler Private Wealth LLC | 55 | $18.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 61 | $20.0K | 0.01% | +1+1.7% | Added |
| Rise Advisors, LLC | 61 | $20.0K | 0.02% | +5+8.9% | Added |
| Tradition Wealth Management, LLC | 62 | $20.0K | 0.00% | +62 | New |
| Annapolis Financial Services, LLC | 60 | $20.0K | 0.01% | +60 | New |
| Stephenson National Bank & Trust | 63 | $21.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 63 | $21.0K | 0.00% | +60+2,000.0% | Added |
| TCI Wealth Advisors, Inc. | 68 | $22.0K | 0.00% | +1+1.5% | Added |
| Community Bank, N.A. | 67 | $22.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 67 | $22.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 66 | $22.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 67 | $22.0K | 0.00% | +61+1,016.7% | Added |
| Jones Financial Companies LLLP | 69 | $23.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 72 | $24.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 90 | $30.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 91 | $30.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 116 | $32.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 98 | $32.0K | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 97 | $32.0K | 0.00% | +1+1.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $33.0K | 0.00% | −400−80.0% | Reduced |
| Brown Brothers Harriman & Co | 100 | $33.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 102 | $34.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 103 | $34.0K | 0.00% | +10+10.8% | Added |
| Ellevest, Inc. | 112 | $37.0K | 0.00% | +53+89.8% | Added |
| Montag A & Associates Inc | 116 | $38.0K | 0.00% | −14−10.8% | Reduced |
| Kathleen S. Wright Associates Inc. | 115 | $38.0K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 122 | $40.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 120 | $40.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 127 | $41.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 125 | $41.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 126 | $41.6K | 0.00% | −1−0.8% | Reduced |
| Leonteq Securities AG | 127 | $41.9K | 0.00% | −1,585−92.6% | Reduced |
| Sandy Spring Bank | 127 | $42.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 129 | $43.0K | 0.00% | −273−67.9% | Reduced |
| Pinnacle Financial Partners Inc | 130 | $43.0K | 0.00% | +130 | New |
| Barrett & Company, Inc. | 140 | $43.4K | 0.03% | +140 | New |
| Steward Partners Investment Advisory, LLC | 142 | $47.0K | 0.00% | −7−4.7% | Reduced |
| Desjardins Global Asset Management Inc. | 147 | $48.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 148 | $49.0K | 0.00% | +10+7.2% | Added |
| Resolute Partners Group | 151 | $50.0K | 0.01% | +151 | New |
| Allworth Financial LP | 177 | $58.0K | 0.00% | +115+185.5% | Added |
| First Horizon Advisors, Inc. | 186 | $60.0K | 0.00% | +5+2.8% | Added |
| Capital Analysts, LLC | 186 | $61.0K | 0.00% | −1−0.5% | Reduced |