| Penserra Capital Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $167 | 0.00% | −30−96.8% | Reduced |
| MCF Advisors LLC | 1 | $167 | 0.00% | −12−92.3% | Reduced |
| Painted Porch Advisors LLC | 1 | $167 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1 | $167 | 0.00% | +1 | New |
| First Personal Financial Services | 1 | $167 | 0.00% | +1 | New |
| Claris Advisors, LLC | 1 | $167 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 2 | $333 | 0.00% | −90−97.8% | Reduced |
| NVWM, LLC | 2 | $333 | 0.00% | +1+100.0% | Added |
| Anfield Capital Management, LLC | 2 | $333 | 0.00% | +2 | New |
| Quest Partners LLC | 2 | $333 | 0.00% | +2 | New |
| West Paces Advisors Inc. | 2 | $333 | 0.00% | +2 | New |
| Assetmark, Inc | 3 | $500 | 0.00% | +3 | New |
| TFC Financial Management | 3 | $500 | 0.00% | +3 | New |
| Sanctuary Wealth Management, L.L.C. | 4 | $666 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $666 | 0.00% | +4 | New |
| Concord Wealth Partners | 6 | $999 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7 | $1.17K | 0.00% | −10−58.8% | Reduced |
| Red Tortoise LLC | 7 | $1.17K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $1.33K | 0.00% | −11−57.9% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $1.67K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.67K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $1.67K | 0.00% | +3+42.9% | Added |
| Prestige Wealth Management Group LLC | 10 | $1.67K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 11 | $1.89K | 0.00% | +6+120.0% | Added |
| GW&K Investment Management, LLC | 15 | $2.00K | 0.00% | +1+7.1% | Added |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 13 | $2.17K | 0.00% | +13 | New |
| Glass Jacobson Investment Advisors llc | 15 | $2.50K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 15 | $2.50K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 16 | $2.67K | 0.00% | +16 | New |
| Migdal Insurance & Financial Holdings Ltd. | 20 | $3.00K | 0.00% | −168−89.4% | Reduced |
| Rosenberg Matthew Hamilton | 19 | $3.17K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 20 | $3.37K | 0.00% | −29−59.2% | Reduced |
| Sittner & Nelson, LLC | 21 | $3.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $3.50K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $3.82K | 0.00% | +4+30.8% | Added |
| Flaharty Asset Management, LLC | 24 | $4.00K | 0.00% | +24 | New |
| Bullock Wealth Management Group | 25 | $4.16K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $4.19K | 0.00% | −20−44.4% | Reduced |
| Bruce G. Allen Investments, LLC | 27 | $4.50K | 0.00% | +7+35.0% | Added |
| IFP Advisors, Inc | 28 | $4.67K | 0.00% | −4−12.5% | Reduced |
| Whittier Trust Co | 29 | $4.83K | 0.00% | −20−40.8% | Reduced |
| Pacific Center for Financial Services | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $5.16K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 35 | $5.83K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $5.86K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 37 | $6.11K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 38 | $6.33K | 0.00% | −248−86.7% | Reduced |
| Annapolis Financial Services, LLC | 38 | $6.33K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 4,000 | $6.69K | 0.00% | +300+8.1% | Added |
| Colonial Trust Advisors | 40 | $6.73K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 41 | $6.83K | 0.00% | +19+86.4% | Added |
| Beacon Capital Management, LLC | 42 | $7.00K | 0.00% | +41+4,100.0% | Added |
| TD Private Client Wealth LLC | 45 | $7.50K | 0.00% | −15−25.0% | Reduced |
| Glen Eagle Advisors, LLC | 50 | $8.33K | 0.00% | −55−52.4% | Reduced |
| Financial Freedom, LLC | 52 | $8.66K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $9.99K | 0.01% | +60 | New |
| Massmutual Trust Co FSB | 68 | $11.3K | 0.00% | +21+44.7% | Added |
| Montag A & Associates Inc | 69 | $11.4K | 0.00% | +31+81.6% | Added |
| Clear Investment Research, LLC | 68 | $11.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 74 | $12.4K | 0.00% | +23+45.1% | Added |
| Cape Investment Advisory, Inc. | 75 | $12.5K | 0.01% | +75 | New |
| Operose Advisors LLC | 77 | $12.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 65 | $13.0K | 0.00% | +65 | New |
| Ridgewood Investments LLC | 87 | $14.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 90 | $15.1K | 0.00% | +5+5.9% | Added |
| Rise Advisors, LLC | 93 | $15.4K | 0.01% | +1+1.1% | Added |
| Anchor Investment Management, LLC | 94 | $15.7K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 98 | $16.3K | 0.00% | +98 | New |
| Harbour Investments, Inc. | 100 | $16.7K | 0.00% | −17−14.5% | Reduced |
| Brown Brothers Harriman & Co | 101 | $16.8K | 0.00% | +101 | New |
| Roble, Belko & Company, Inc | 102 | $17.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 108 | $18.0K | 0.00% | +106+5,300.0% | Added |
| Quadrant Capital Group LLC | 116 | $19.3K | 0.00% | +58+100.0% | Added |
| Raleigh Capital Management Inc. | 118 | $19.7K | 0.01% | +42+55.3% | Added |
| Manchester Capital Management LLC | 121 | $20.2K | 0.00% | +88+266.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 125 | $20.8K | 0.01% | −125−50.0% | Reduced |
| Hexagon Capital Partners LLC | 130 | $21.7K | 0.00% | −200−60.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 134 | $22.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 141 | $23.5K | 0.00% | +25+21.6% | Added |
| Cromwell Holdings LLC | 157 | $26.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 157 | $26.2K | 0.00% | +10+6.8% | Added |
| Armstrong Advisory Group, Inc | 159 | $26.5K | 0.00% | +159 | New |
| University of Texas/Texas Am Investment Managment Co | 166 | $27.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 169 | $28.2K | 0.01% | +169 | New |
| Pin Oak Investment Advisors Inc | 182 | $30.0K | 0.03% | +77+73.3% | Added |
| McMahon Financial Advisors, LLC | 184 | $30.6K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 187 | $31.1K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 196 | $32.6K | 0.00% | 00.0% | Unchanged |
