| Asset Dedication, LLC | 1 | $0 | 0.00% | −55−98.2% | Reduced |
| Bogart Wealth, LLC | 0 | $10 | 0.00% | 0 | New |
| Leonteq Securities AG | 1 | $280 | 0.00% | −2,622−100.0% | Reduced |
| Highline Wealth Partners LLC | 1 | $280 | 0.00% | −2−66.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $287 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2 | $560 | 0.00% | −7−77.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2 | $560 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $560 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2 | $560 | 0.00% | +1+100.0% | Added |
| TFC Financial Management | 3 | $841 | 0.00% | −553−99.5% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 3 | $841 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 3 | $841 | 0.00% | +3 | New |
| Newbridge Financial Services Group, Inc. | 3 | $853 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Key Financial Inc | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.68K | 0.00% | −7−53.8% | Reduced |
| My Personal CFO, LLC | 6 | $1.68K | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 177 | $2.00K | 0.00% | +177 | New |
| Column Capital Advisors, LLC | 8 | $2.24K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $2.24K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8 | $2.24K | 0.00% | +8 | New |
| Trifecta Capital Advisors, LLC | 9 | $2.52K | 0.00% | +9 | New |
| Baystate Wealth Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 11 | $3.08K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11 | $3.08K | 0.00% | +11 | New |
| Glen Eagle Advisors, LLC | 12 | $3.36K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 12 | $3.36K | 0.00% | +12 | New |
| Abound Wealth Management | 13 | $3.70K | 0.00% | +5+62.5% | Added |
| Sofos Investments, Inc. | 280 | $4.74K | 0.05% | −4,701−94.4% | Reduced |
| Raffa Wealth Management, LLC | 17 | $4.76K | 0.00% | −2−10.5% | Reduced |
| Eagle Bay Advisors LLC | 17 | $4.76K | 0.00% | +4+30.8% | Added |
| Hazlett, Burt & Watson, Inc. | 20 | $6.00K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $7.00K | 0.00% | −6−20.0% | Reduced |
| Hoese & Co LLP | 25 | $7.00K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25 | $7.00K | 0.00% | −1,102−97.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $7.00K | 0.00% | +18+257.1% | Added |
| Delos Wealth Advisors, LLC | 26 | $7.29K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 26 | $7.38K | 0.00% | +26 | New |
| ClariVest Asset Management LLC | 28 | $8.00K | 0.00% | −23,837−99.9% | Reduced |
| Accurate Wealth Management, LLC | 29 | $8.15K | 0.00% | +29 | New |
| Duncker Streett & Co Inc | 30 | $8.41K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 32 | $8.85K | 0.01% | +1+3.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $9.25K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 34 | $9.53K | 0.00% | +34 | New |
| BDO Wealth Advisors, LLC | 35 | $9.81K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 36 | $10.0K | 0.00% | +36 | New |
| Harbor Investment Advisory, LLC | 39 | $10.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 40 | $11.0K | 0.00% | +40 | New |
| New Hampshire Trust | 40 | $11.2K | 0.00% | +40 | New |
| Mount Lucas Management LP | 41 | $11.5K | 0.00% | −9,004−99.5% | Reduced |
| Investors Research Corp | 41 | $11.5K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 45 | $12.6K | 0.00% | −5−10.0% | Reduced |
| Riverview Trust Co | 45 | $13.0K | 0.01% | +3+7.1% | Added |
| Core Alternative Capital | 46 | $13.0K | 0.00% | −24−34.3% | Reduced |
| Sutton Wealth Advisors Inc. | 47 | $13.2K | 0.01% | +7+17.5% | Added |
| Caldwell Trust Co | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 53 | $14.8K | 0.00% | +53 | New |
| Harel Insurance Investments & Financial Services Ltd. | 55 | $15.0K | 0.00% | −860−94.0% | Reduced |
| Harbour Investments, Inc. | 56 | $15.7K | 0.00% | +16+40.0% | Added |
| Benjamin Edwards Inc | 59 | $16.0K | 0.00% | +1+1.7% | Added |
| Kelly Financial Services LLC | 57 | $16.1K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 59 | $16.5K | 0.01% | +59 | New |
| DB Wealth Management Group, LLC | 60 | $16.8K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $16.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 60 | $17.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 62 | $17.4K | 0.00% | −24−27.9% | Reduced |
| Heritage Wealth Management, LLC | 68 | $19.1K | 0.00% | +34+100.0% | Added |
| Bell Investment Advisors, Inc | 71 | $19.9K | 0.00% | −14−16.5% | Reduced |
| Beacon Capital Management, LLC | 75 | $21.0K | 0.01% | +22+41.5% | Added |
| TCTC Holdings, LLC | 79 | $22.1K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 80 | $22.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 80 | $22.4K | 0.00% | +80 | New |
| Byrne Asset Management LLC | 82 | $23.0K | 0.02% | −15−15.5% | Reduced |
| Winch Advisory Services, LLC | 81 | $23.0K | 0.01% | +1+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 83 | $23.5K | 0.00% | +1+1.2% | Added |
| Marshall & Sullivan Inc | 84 | $23.5K | 0.01% | +84 | New |
| Kula Investments, LLC | 1,220 | $24.6K | 0.01% | +1,220 | New |
| McIlrath & Eck, LLC | 89 | $24.9K | 0.01% | +32+56.1% | Added |
| Trustcore Financial Services, LLC | 92 | $25.8K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 92 | $25.8K | 0.01% | +60+187.5% | Added |
| Smithfield Trust Co | 92 | $26.0K | 0.00% | −176−65.7% | Reduced |
| Cypress Capital Management LLC (WY) | 96 | $26.9K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 98 | $27.5K | 0.00% | −9−8.4% | Reduced |
| Sandy Spring Bank | 98 | $27.5K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $28.0K | 0.01% | −116−53.7% | Reduced |
| Global Financial Private Client, LLC | 100 | $28.0K | 0.02% | +50+100.0% | Added |
| Zions Bancorporation, N.A. | 101 | $28.3K | 0.00% | −177−63.7% | Reduced |
| Hollencrest Capital Management | 101 | $28.3K | 0.00% | +101 | New |
| ICA Group Wealth Management, LLC | 104 | $29.3K | 0.01% | +104 | New |
| United Community Bank | 108 | $30.3K | 0.03% | +108 | New |
| Private Ocean, LLC | 109 | $30.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 113 | $31.7K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 113 | $31.8K | 0.00% | +8+7.6% | Added |
| James Investment Research Inc | 115 | $32.0K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 116 | $32.5K | 0.02% | +116 | New |