| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 127 | $30 | 0.00% | +24+23.3% | Added |
| Delos Wealth Advisors, LLC | 2 | $254 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| True Wealth Design, LLC | 10 | $1.27K | 0.00% | −1−9.1% | Reduced |
| Evermay Wealth Management LLC | 10 | $1.27K | 0.00% | +10 | New |
| Carmel Capital Partners, LLC | 11 | $1.42K | 0.00% | +11 | New |
| Baystate Wealth Management LLC | 12 | $1.52K | 0.00% | +12 | New |
| McIlrath & Eck, LLC | 12 | $1.52K | 0.00% | +12 | New |
| Bartlett & Co. Wealth Management LLC | 14 | $1.77K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 14 | $1.77K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 20 | $2.53K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $2.53K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 21 | $2.66K | 0.00% | −7−25.0% | Reduced |
| Valley National Advisers Inc | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 24 | $3.04K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 25 | $3.16K | 0.00% | +25 | New |
| Gables Capital Management Inc. | 26 | $3.29K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 27 | $3.42K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 29 | $3.67K | 0.00% | −1−3.3% | Reduced |
| Lansing Street Advisors | 35 | $4.43K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 36 | $4.56K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 37 | $4.68K | 0.00% | +30+428.6% | Added |
| BerganKDV Wealth Management, LLC | 37 | $4.68K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 39 | $4.93K | 0.00% | −54−58.1% | Reduced |
| Front Row Advisors LLC | 42 | $5.00K | 0.00% | +10+31.3% | Added |
| Glen Eagle Advisors, LLC | 40 | $5.06K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 41 | $5.19K | 0.00% | −300−88.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 43 | $5.44K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 46 | $5.82K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 48 | $6.08K | 0.00% | +7+17.1% | Added |
| CVA Family Office, LLC | 49 | $6.20K | 0.00% | −130−72.6% | Reduced |
| Private Ocean, LLC | 50 | $6.33K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $6.33K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 59 | $7.47K | 0.01% | −1−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 62 | $7.85K | 0.00% | −60−49.2% | Reduced |
| Key Financial Inc | 65 | $8.23K | 0.00% | −50−43.5% | Reduced |
| Disciplined Investments, LLC | 75 | $9.49K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 78 | $9.87K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 82 | $10.0K | 0.01% | +82 | New |
| Riggs Asset Managment Co. Inc. | 80 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 80 | $10.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 83 | $10.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 83 | $10.5K | 0.00% | +83 | New |
| Prestige Wealth Management Group LLC | 87 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 92 | $11.6K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 93 | $11.8K | 0.00% | −1−1.1% | Reduced |
| Raffa Wealth Management, LLC | 97 | $12.3K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $12.7K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 100 | $12.7K | 0.00% | +100 | New |
| Syverson Strege & Co | 100 | $12.7K | 0.01% | +100 | New |
| IFP Advisors, Inc | 183 | $13.1K | 0.00% | −1,126−86.0% | Reduced |
| Farmers & Merchants Investments Inc | 114 | $14.4K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 118 | $14.9K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 121 | $15.0K | 0.00% | −3−2.4% | Reduced |
| Creative Financial Designs Inc | 124 | $15.7K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $15.8K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 127 | $16.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 135 | $17.0K | 0.00% | −33−19.6% | Reduced |
| CoreFirst Bank & Trust | 136 | $17.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 141 | $17.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 142 | $18.0K | 0.00% | +121+576.2% | Added |
| Washington Trust Advisors, Inc. | 144 | $18.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 155 | $19.6K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 156 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 158 | $20.0K | 0.01% | −44−21.8% | Reduced |
| Duncker Streett & Co Inc | 160 | $20.2K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 164 | $21.0K | 0.03% | 00.0% | Unchanged |
| RFP Financial Group LLC | 168 | $21.3K | 0.02% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 170 | $21.5K | 0.00% | +22+14.9% | Added |
| HHM Wealth Advisors, LLC | 172 | $21.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 172 | $21.8K | 0.00% | +172 | New |
| FinTrust Capital Advisors, LLC | 240 | $24.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 197 | $24.9K | 0.00% | −5−2.5% | Reduced |
| Toth Financial Advisory Corp | 200 | $25.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 200 | $25.3K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 200 | $25.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 222 | $28.1K | 0.00% | −42−15.9% | Reduced |
| Bogart Wealth, LLC | 227 | $28.7K | 0.00% | +68+42.8% | Added |
| Sageworth Trust Co | 236 | $29.9K | 0.00% | +236 | New |
| Farther Finance Advisors, LLC | 238 | $30.1K | 0.01% | −403−62.9% | Reduced |
| Larson Financial Group LLC | 238 | $30.1K | 0.00% | +238 | New |
| JCIC Asset Management Inc. | 245 | $31.0K | 0.01% | −36−12.8% | Reduced |
| Harbour Investments, Inc. | 283 | $35.8K | 0.00% | +60+26.9% | Added |
| Financial Management Professionals, Inc. | 283 | $36.0K | 0.01% | +200+241.0% | Added |
| North Star Investment Management Corp. | 300 | $38.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 300 | $38.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 300 | $38.0K | 0.00% | +300 | New |
| Sandy Spring Bank | 325 | $41.1K | 0.00% | +109+50.5% | Added |
| Ninety One UK Ltd | 331 | $41.9K | 0.00% | +60+22.1% | Added |
| Global Financial Private Client, LLC | 337 | $42.6K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 376 | $47.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 380 | $48.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 386 | $48.8K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 389 | $49.0K | 0.02% | +389 | New |
| Global Retirement Partners, LLC | 376 | $51.0K | 0.00% | −49−11.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 405 | $51.2K | 0.00% | +118+41.1% | Added |
| Ameritas Advisory Services, LLC | 400 | $51.8K | 0.00% | +400 | New |