| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Column Capital Advisors, LLC | 0 | $19 | 0.00% | 0 | Unchanged |
| Hollencrest Capital Management | 1 | $148 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1 | $148 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $151 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2 | $295 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $295 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $443 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $591 | 0.00% | −787−99.5% | Reduced |
| HHM Wealth Advisors, LLC | 4 | $591 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4 | $591 | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 5 | $738 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 10 | $1.00K | 0.00% | +10 | New |
| Gradient Investments LLC | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 9 | $1.33K | 0.00% | −7−43.8% | Reduced |
| Motco | 9 | $1.33K | 0.00% | +9 | New |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.48K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $1.77K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $1.77K | 0.00% | +12 | New |
| Iron Horse Wealth Management, LLC | 13 | $1.92K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 13 | $1.92K | 0.00% | +13 | New |
| Valley National Advisers Inc | 7 | $2.00K | 0.00% | +5+250.0% | Added |
| Disciplined Investments, LLC | 14 | $2.07K | 0.00% | −7−33.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 14 | $2.07K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 15 | $2.22K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 17 | $2.51K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 18 | $2.66K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 19 | $2.81K | 0.00% | −2−9.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 20 | $2.95K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $2.95K | 0.00% | +2+11.1% | Added |
| Winch Advisory Services, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 26 | $3.00K | 0.00% | +26 | New |
| Grove Bank & Trust | 21 | $3.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $3.10K | 0.00% | −5−19.2% | Reduced |
| TCTC Holdings, LLC | 22 | $3.25K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $3.40K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $3.42K | 0.00% | +13+130.0% | Added |
| First Personal Financial Services | 23 | $3.45K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $3.54K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 25 | $3.69K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 26 | $3.86K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 24 | $4.00K | 0.00% | −943−97.5% | Reduced |
| Financial Avengers, Inc. | 28 | $4.08K | 0.00% | +1+3.7% | Added |
| Sound Income Strategies, LLC | 28 | $4.13K | 0.00% | +28 | New |
| Coppell Advisory Solutions LLC | 29 | $4.25K | 0.00% | +29 | New |
| Heritage Wealth Advisors | 30 | $4.43K | 0.00% | +30 | New |
| TD Waterhouse Canada Inc. | 33 | $4.96K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 34 | $5.00K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 34 | $5.02K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $5.76K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 41 | $6.00K | 0.00% | −68−62.4% | Reduced |
| Loomis Sayles & Co L P | 38 | $6.00K | 0.00% | −35−47.9% | Reduced |
| First Capital Advisors Group, LLC. | 45 | $6.64K | 0.00% | +45 | New |
| City Holding Co | 46 | $6.79K | 0.00% | +46 | New |
| Coston, McIsaac & Partners | 49 | $7.00K | 0.00% | −3−5.8% | Reduced |
| Johnson Midwest Financial, LLC | 48 | $7.14K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 49 | $7.24K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 50 | $7.38K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 50 | $7.38K | 0.00% | +50 | New |
| Independence Bank of Kentucky | 50 | $7.38K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 50 | $7.38K | 0.00% | +50 | New |
| Nemes Rush Group LLC | 50 | $7.38K | 0.00% | +50 | New |
| WR Wealth Planners, LLC | 57 | $8.43K | 0.00% | +20+54.1% | Added |
| Parallax Volatility Advisers, L.P. | 59 | $8.71K | 0.00% | −26−30.6% | Reduced |
| Lee Financial Co | 59 | $8.71K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 61 | $9.01K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 62 | $9.16K | 0.00% | +4+6.9% | Added |
| Ruedi Wealth Management, Inc. | 63 | $9.30K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 67 | $9.89K | 0.00% | −11−14.1% | Reduced |
| Wolff Wiese Magana LLC | 70 | $10.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 72 | $10.6K | 0.00% | −23−24.2% | Reduced |
| Larson Financial Group LLC | 76 | $11.3K | 0.00% | +3+4.1% | Added |
| Tyler-Stone Wealth Management | 80 | $12.0K | 0.01% | +80 | New |
| Prestige Wealth Management Group LLC | 83 | $12.3K | 0.00% | +12+16.9% | Added |
| Riverview Trust Co | 89 | $13.1K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 90 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 90 | $13.3K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 91 | $13.4K | 0.00% | −5,150−98.3% | Reduced |
| Sandy Spring Bank | 99 | $14.7K | 0.00% | +78+371.4% | Added |
| Birch Capital Management, LLC | 100 | $14.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 103 | $15.0K | 0.01% | −1−1.0% | Reduced |
| Bell Investment Advisors, Inc | 104 | $15.4K | 0.00% | −15−12.6% | Reduced |
| Sittner & Nelson, LLC | 107 | $15.8K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 108 | $16.0K | 0.01% | +1+0.9% | Added |
| City State Bank | 105 | $16.0K | 0.01% | +20+23.5% | Added |
| MV Capital Management, Inc. | 111 | $16.4K | 0.00% | +2+1.8% | Added |
| True Wealth Design, LLC | 112 | $16.5K | 0.01% | −1−0.9% | Reduced |
| Tortoise Investment Management, LLC | 116 | $17.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 120 | $17.8K | 0.01% | −60−33.3% | Reduced |
| Archer Investment Corp | 121 | $17.9K | 0.01% | +112+1,244.4% | Added |
| Dividend Assets Capital, LLC | 120 | $18.0K | 0.00% | −320−72.7% | Reduced |
| Jones Financial Companies LLLP | 122 | $18.0K | 0.00% | +122 | New |
| Community Bank, N.A. | 123 | $18.2K | 0.00% | +85+223.7% | Added |
| Baldwin Brothers Inc | 124 | $18.3K | 0.00% | 00.0% | Unchanged |