| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | New |
| Colonial Trust Co | 0 | $19 | 0.00% | 0 | New |
| NewSquare Capital LLC | 1 | $216 | 0.00% | −1−50.0% | Reduced |
| Motco | 1 | $216 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $216 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $217 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 91,070 | $422 | 0.00% | +91,070 | New |
| Tfo-TDC, LLC | 2 | $432 | 0.00% | −4−66.7% | Reduced |
| Richard W. Paul & Associates, LLC | 2 | $432 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2 | $432 | 0.00% | +2 | New |
| Evermay Wealth Management LLC | 2 | $432 | 0.00% | +2 | New |
| Webster Bank, N. A. | 3 | $647 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $648 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $863 | 0.00% | +2+100.0% | Added |
| Sachetta, LLC | 4 | $864 | 0.00% | +4 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | −9−60.0% | Reduced |
| Lazard Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| ORG Partners LLC | 5 | $1.08K | 0.00% | −46−90.2% | Reduced |
| Zions Bancorporation, N.A. | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $1.08K | 0.00% | +5 | New |
| Pineridge Advisors LLC | 5 | $1.08K | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 8 | $1.73K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9 | $1.94K | 0.00% | +9 | New |
| Dunhill Financial, LLC | 9 | $1.99K | 0.00% | +9 | New |
| Canada Pension Plan Investment Board | 10 | $2.16K | 0.00% | −20,800−100.0% | Reduced |
| Geneos Wealth Management Inc. | 10 | $2.16K | 0.00% | −173−94.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $2.16K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $2.16K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 10 | $2.16K | 0.00% | +10 | New |
| HighMark Wealth Management LLC | 11 | $2.37K | 0.00% | −28−71.8% | Reduced |
| Montag A & Associates Inc | 11 | $2.46K | 0.00% | −420−97.4% | Reduced |
| JDM Financial Group LLC | 13 | $2.81K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 13 | $2.82K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 14 | $3.02K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 14 | $3.02K | 0.00% | +14 | New |
| FWL Investment Management, LLC | 15 | $3.24K | 0.00% | +15 | New |
| Aspect Partners, LLC | 15 | $3.24K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $3.24K | 0.00% | +15 | New |
| Whittier Trust Co of Nevada Inc | 16 | $3.45K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $3.88K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 18 | $3.88K | 0.00% | −182−91.0% | Reduced |
| SJS Investment Consulting Inc. | 19 | $4.10K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 22 | $4.75K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 23 | $5.00K | 0.00% | +18+360.0% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 24 | $5.18K | 0.00% | +24 | New |
| Macroview Investment Management LLC | 24 | $5.18K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 25 | $5.40K | 0.00% | +25 | New |
| Nalls Sherbakoff Group, LLC | 27 | $5.83K | 0.01% | +27 | New |
| Solstein Capital, LLC | 28 | $6.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $6.26K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $6.69K | 0.00% | −4−11.4% | Reduced |
| RFP Financial Group LLC | 871 | $6.86K | 0.00% | +850+4,047.6% | Added |
| Key Financial Inc | 34 | $7.34K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 35 | $7.55K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 35 | $7.55K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 35 | $7.55K | 0.00% | +29+483.3% | Added |
| Custom Portfolio Group LLC | 35 | $7.56K | 0.01% | +35 | New |
| American National Bank | 36 | $7.77K | 0.00% | +36 | New |
| CNB Bank | 39 | $8.42K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $8.42K | 0.00% | −3−7.1% | Reduced |
| Thompson Investment Management, Inc. | 41 | $8.85K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 41 | $9.00K | 0.00% | −2−4.7% | Reduced |
| Tradition Wealth Management, LLC | 42 | $9.00K | 0.00% | +27+180.0% | Added |
| Cape Investment Advisory, Inc. | 42 | $9.06K | 0.00% | +42 | New |
| Baystate Wealth Management LLC | 47 | $10.2K | 0.00% | +3+6.8% | Added |
| Venturi Wealth Management, LLC | 51 | $11.0K | 0.00% | −96−65.3% | Reduced |
| Aspire Private Capital, LLC | 52 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 55 | $11.9K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 56 | $12.1K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 56 | $12.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 60 | $12.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 62 | $13.4K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 65 | $14.0K | 0.00% | −21−24.4% | Reduced |
| JFS Wealth Advisors, LLC | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 67 | $14.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 69 | $14.9K | 0.00% | −7−9.2% | Reduced |
| Pin Oak Investment Advisors Inc | 80 | $17.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 79 | $17.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 81 | $17.5K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 82 | $17.7K | 0.01% | +82 | New |
| Park Place Capital Corp | 89 | $19.2K | 0.01% | −12−11.9% | Reduced |
| Farmers & Merchants Investments Inc | 92 | $19.9K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 94 | $20.3K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 94 | $20.3K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 95 | $20.5K | 0.01% | +80+533.3% | Added |
| Hexagon Capital Partners LLC | 99 | $21.4K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $21.6K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 103 | $22.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 102 | $22.0K | 0.00% | −18−15.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 102 | $22.0K | 0.01% | +28+37.8% | Added |
| Raleigh Capital Management Inc. | 120 | $25.8K | 0.01% | +11+10.1% | Added |
| TSFG, LLC | 122 | $26.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 128 | $27.6K | 0.01% | −437−77.3% | Reduced |
| MidAtlantic Capital Management, Inc. | 137 | $29.6K | 0.03% | +137 | New |
| RiverPark Advisors, LLC | 138 | $29.8K | 0.03% | −380−73.4% | Reduced |
| Financial Management Professionals, Inc. | 143 | $31.0K | 0.01% | −100−41.2% | Reduced |
| Deseret Mutual Benefit Administrators | 154 | $33.2K | 0.02% | −41−21.0% | Reduced |