| Bogart Wealth, LLC | 2 | $54 | 0.00% | −69−97.2% | Reduced |
| Sofos Investments, Inc. | 2 | $54 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $217 | 0.00% | +8 | New |
| Central Trust Co | 8 | $218 | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 9 | $244 | 0.00% | +5+125.0% | Added |
| American Capital Advisory, LLC | 10 | $271 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $298 | 0.00% | +11 | New |
| IMA Wealth, Inc. | 12 | $324 | 0.00% | +12 | New |
| Oakworth Capital, Inc. | 12 | $325 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 15 | $406 | 0.00% | −150,000−100.0% | Reduced |
| CoreCap Advisors, LLC | 16 | $433 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 17 | $460 | 0.00% | +17 | New |
| Manning & Napier Advisors LLC | 18 | $493 | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 21 | $569 | 0.00% | +3+16.7% | Added |
| Cullen/Frost Bankers, Inc. | 22 | $596 | 0.00% | +22 | New |
| Nisa Investment Advisors, LLC | 31 | $839 | 0.00% | +31 | New |
| Independence Bank of Kentucky | 31 | $839 | 0.00% | +31 | New |
| Ancora Advisors, LLC | 34 | $921 | 0.00% | +34 | New |
| UMA Financial Services, Inc. | 35 | $948 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $975 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 41 | $1.00K | 0.00% | +41 | New |
| Abound Wealth Management | 41 | $1.11K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 48 | $1.30K | 0.00% | +37+336.4% | Added |
| Principia Wealth Advisory, LLC | 52 | $1.41K | 0.00% | −11−17.5% | Reduced |
| Zions Bancorporation, National Association | 52 | $1.41K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 53 | $1.44K | 0.00% | −24−31.2% | Reduced |
| Signature Equity Partners, LLC | 55 | $1.49K | 0.00% | +55 | New |
| Bell Investment Advisors, Inc | 55 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $1.51K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 58 | $1.57K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 58 | $1.57K | 0.00% | +58 | New |
| SHP Wealth Management | 61 | $1.65K | 0.00% | +61 | New |
| JNBA Financial Advisors | 64 | $1.73K | 0.00% | +64 | New |
| Cornerstone Financial Management LLC | 83 | $2.25K | 0.00% | +83 | New |
| Tidemark, LLC | 97 | $2.63K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 97 | $2.63K | 0.00% | +97 | New |
| Commonwealth Retirement Investments LLC | 100 | $2.71K | 0.00% | +100 | New |
| Deutsche Bank AG | 102 | $2.76K | 0.00% | +102 | New |
| Elyxium Wealth, LLC | 104 | $2.82K | 0.00% | +104 | New |
| Capital Analysts, LLC | 99 | $3.00K | 0.00% | −4,762−98.0% | Reduced |
| GW&K Investment Management, LLC | 108 | $3.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 112 | $3.02K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 112 | $3.02K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 116 | $3.14K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 118 | $3.19K | 0.00% | +118 | New |
| Sound Income Strategies, LLC | 110 | $3.25K | 0.00% | +73+197.3% | Added |
| Essential Partners LLC | 122 | $3.30K | 0.00% | +63+106.8% | Added |
| Raffa Wealth Management, LLC | 123 | $3.33K | 0.00% | −62−33.5% | Reduced |
| AdvisorNet Financial, Inc | 132 | $3.58K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 138 | $3.74K | 0.00% | +41+42.3% | Added |
| Nemes Rush Group LLC | 146 | $3.95K | 0.00% | +146 | New |
| Eastern Bank | 149 | $4.04K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 166 | $4.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 167 | $4.52K | 0.00% | +167 | New |
| Proffitt & Goodson Inc | 180 | $4.88K | 0.00% | −25−12.2% | Reduced |
| Financial Consulate, Inc | 181 | $4.90K | 0.00% | +71+64.5% | Added |
| Westfuller Advisors, LLC | 188 | $5.10K | 0.00% | −19−9.2% | Reduced |
| True Wealth Design, LLC | 203 | $5.50K | 0.00% | −80−28.3% | Reduced |
| Parkside Financial Bank & Trust | 219 | $5.93K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 230 | $6.23K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 256 | $6.93K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 265 | $7.82K | 0.00% | +265 | New |
| CoreFirst Bank & Trust | 290 | $7.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 296 | $8.02K | 0.00% | 00.0% | Unchanged |
| Motco | 328 | $8.88K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 340 | $9.21K | 0.00% | +340 | New |
| Miller Global Investments, LLC | 405 | $11.0K | 0.01% | +405 | New |
| Umb Bank N A | 441 | $11.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 450 | $12.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 456 | $12.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 462 | $12.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $12.6K | 0.00% | +134+42.4% | Added |
| Navigoe, LLC | 510 | $13.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 494 | $13.4K | 0.00% | −17−3.3% | Reduced |
| Trust Co of Vermont | 500 | $13.5K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 504 | $14.0K | 0.01% | +504 | New |
| Clearstead Advisors, LLC | 519 | $14.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 519 | $14.1K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 519 | $14.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 523 | $14.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 588 | $15.9K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 619 | $16.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 635 | $17.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 639 | $17.3K | 0.00% | +639 | New |
| Larson Financial Group LLC | 728 | $19.7K | 0.00% | +304+71.7% | Added |
| TD Private Client Wealth LLC | 827 | $22.4K | 0.00% | +702+561.6% | Added |
| Bruce G. Allen Investments, LLC | 830 | $22.5K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 920 | $24.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 938 | $25.4K | 0.02% | +11+1.2% | Added |
| Flagship Harbor Advisors, LLC | 1,162 | $31.5K | 0.00% | +1,162 | New |
| ESL Trust Services, LLC | 1,194 | $32.3K | 0.01% | −52−4.2% | Reduced |
| Armstrong Advisory Group, Inc | 1,240 | $33.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,272 | $34.4K | 0.00% | +817+179.6% | Added |
| Caldwell Sutter Capital, Inc. | 1,486 | $40.2K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,582 | $42.8K | 0.00% | −72−4.4% | Reduced |
| Basecamp Wealth Advisors LLC | 1,620 | $43.9K | 0.01% | +1,620 | New |
| Prestige Wealth Management Group LLC | 1,685 | $45.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,691 | $49.8K | 0.02% | 00.0% | Unchanged |