| Penserra Capital Management LLC | 3 | $0 | 0.00% | −234−98.7% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Beacon Capital Management, LLC | 1 | $143 | 0.00% | −40−97.6% | Reduced |
| NVWM, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1 | $143 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1 | $144 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $286 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 3 | $429 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $430 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $430 | 0.00% | +1+50.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 4 | $572 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 5 | $772 | 0.00% | +1+25.0% | Added |
| JFS Wealth Advisors, LLC | 6 | $859 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $862 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +3+75.0% | Added |
| Red Tortoise LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $1.00K | 0.00% | −18−72.0% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 8 | $1.14K | 0.00% | +8 | New |
| Unique Wealth Strategies, LLC | 6 | $1.19K | 0.00% | +6 | New |
| Family Firm, Inc. | 9 | $1.29K | 0.00% | +9 | New |
| Hollencrest Capital Management | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $1.43K | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $1.43K | 0.00% | −49−83.1% | Reduced |
| Sachetta, LLC | 10 | $1.66K | 0.00% | +10 | New |
| Beaird Harris Wealth Management, LLC | 12 | $1.72K | 0.00% | +11+1,100.0% | Added |
| Continuum Advisory, LLC | 13 | $1.86K | 0.00% | −3−18.8% | Reduced |
| MCF Advisors LLC | 13 | $1.86K | 0.00% | +12+1,200.0% | Added |
| Fairway Wealth LLC | 13 | $1.86K | 0.00% | +13 | New |
| GW&K Investment Management, LLC | 14 | $2.00K | 0.00% | +8+133.3% | Added |
| Glass Jacobson Investment Advisors llc | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $2.43K | 0.00% | +12+240.0% | Added |
| Rosenberg Matthew Hamilton | 19 | $2.70K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $2.72K | 0.00% | −4−17.4% | Reduced |
| HHM Wealth Advisors, LLC | 20 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $2.86K | 0.00% | +20 | New |
| Valued Wealth Advisors LLC | 20 | $2.87K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $3.00K | 0.00% | +14+200.0% | Added |
| Whittier Trust Co of Nevada Inc | 22 | $3.15K | 0.00% | +22 | New |
| First Horizon Advisors, Inc. | 23 | $3.29K | 0.00% | −834−97.3% | Reduced |
| Bullock Wealth Management Group | 25 | $3.56K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 29 | $4.15K | 0.00% | −373−92.8% | Reduced |
| Pacific Center for Financial Services | 30 | $4.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $4.43K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 31 | $4.43K | 0.00% | +31 | New |
| IFP Advisors, Inc | 32 | $4.58K | 0.00% | −4−11.1% | Reduced |
| Manchester Capital Management LLC | 33 | $4.72K | 0.00% | +24+266.7% | Added |
| Newbridge Financial Services Group, Inc. | 35 | $5.01K | 0.00% | −50−58.8% | Reduced |
| Quent Capital, LLC | 36 | $5.15K | 0.00% | +13+56.5% | Added |
| Addison Advisors LLC | 37 | $5.25K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 38 | $5.43K | 0.00% | +38 | New |
| Annapolis Financial Services, LLC | 38 | $5.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $5.53K | 0.00% | −45−56.3% | Reduced |
| Colonial Trust Advisors | 40 | $5.77K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 44 | $6.29K | 0.00% | −178,831−100.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $6.46K | 0.00% | +45 | New |
| Massmutual Trust Co FSB | 47 | $6.72K | 0.00% | −36−43.4% | Reduced |
| Whittier Trust Co | 49 | $7.01K | 0.00% | +2+4.3% | Added |
| Sunbelt Securities, Inc. | 49 | $7.04K | 0.00% | −34−41.0% | Reduced |
| AdvisorNet Financial, Inc | 51 | $7.32K | 0.00% | −3−5.6% | Reduced |
| Financial Freedom, LLC | 52 | $7.44K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 58 | $8.30K | 0.00% | −188−76.4% | Reduced |
| TD Private Client Wealth LLC | 60 | $8.58K | 0.00% | −18−23.1% | Reduced |
| Allianz SE | 62 | $8.87K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 65 | $9.30K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 68 | $9.81K | 0.01% | −30−30.6% | Reduced |
| Raleigh Capital Management Inc. | 76 | $10.9K | 0.00% | +52+216.7% | Added |
| Operose Advisors LLC | 77 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 85 | $12.2K | 0.00% | −39−31.5% | Reduced |
| Ridgewood Investments LLC | 87 | $12.4K | 0.01% | +87 | New |
| Jamison Private Wealth Management, Inc. | 90 | $12.8K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 92 | $13.0K | 0.00% | +92 | New |
| Rise Advisors, LLC | 92 | $13.2K | 0.01% | −17−15.6% | Reduced |
| Anchor Investment Management, LLC | 94 | $13.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 95 | $13.6K | 0.00% | +95 | New |
| Ronald Blue Trust, Inc. | 70 | $13.9K | 0.00% | +56+400.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 102 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 105 | $15.0K | 0.01% | +105 | New |
| Glen Eagle Advisors, LLC | 105 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 112 | $16.0K | 0.00% | +48+75.0% | Added |
| DT Investment Partners, LLC | 116 | $16.6K | 0.00% | +110+1,833.3% | Added |
| Principal Securities, Inc. | 117 | $16.7K | 0.00% | −245−67.7% | Reduced |
| Harbour Investments, Inc. | 117 | $16.7K | 0.00% | +1+0.9% | Added |
| Opal Wealth Advisors, LLC | 122 | $17.5K | 0.01% | +122 | New |
| Innealta Capital, LLC | 132 | $18.9K | 0.01% | +132 | New |
| Financial Network Wealth Advisors LLC | 132 | $19.0K | 0.01% | +132 | New |
| Householder Group Estate & Retirement Specialist, LLC | 134 | $19.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 138 | $19.7K | 0.00% | +19+16.0% | Added |
| Colonial Trust Co | 147 | $21.0K | 0.00% | +27+22.5% | Added |
| Cromwell Holdings LLC | 157 | $22.5K | 0.01% | +157 | New |
| University of Texas/Texas Am Investment Managment Co | 166 | $23.7K | 0.00% | −84−33.6% | Reduced |
| Pinnacle Bancorp, Inc. | 172 | $24.6K | 0.01% | +172 | New |
| Ashton Thomas Private Wealth, LLC | 176 | $25.2K | 0.00% | +176 | New |
| McMahon Financial Advisors, LLC | 184 | $26.3K | 0.01% | +184 | New |
