| Penserra Capital Management LLC | 3 | $0 | 0.00% | −485−99.4% | Reduced |
| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Sofos Investments, Inc. | 0 | $34 | 0.00% | 0 | New |
| Global Assets Advisory, LLC | 12,473 | $100 | 0.00% | +12,473 | New |
| WestEnd Advisors, LLC | 1 | $126 | 0.00% | −1−50.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1 | $126 | 0.00% | +1 | New |
| TD Capital Management LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2 | $252 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2 | $252 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $252 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2 | $252 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3 | $339 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $378 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $378 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $503 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $504 | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 6 | $755 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $775 | 0.00% | −2−25.0% | Reduced |
| SJS Investment Consulting Inc. | 7 | $882 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 7 | $893 | 0.00% | +7 | New |
| Avion Wealth | 5 | $1.00K | 0.00% | −4−44.4% | Reduced |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $1.04K | 0.00% | +1+14.3% | Added |
| Tucker Asset Management LLC | 9 | $1.13K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $1.26K | 0.00% | +10 | New |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.26K | 0.00% | +1+11.1% | Added |
| CVA Family Office, LLC | 10 | $1.26K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $1.27K | 0.00% | −6−37.5% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 11 | $1.28K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 11 | $1.39K | 0.00% | −3−21.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $1.39K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 12 | $1.51K | 0.00% | +12 | New |
| Valued Wealth Advisors LLC | 12 | $1.52K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 15 | $1.61K | 0.00% | +3+25.0% | Added |
| Iron Horse Wealth Management, LLC | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 15 | $1.89K | 0.00% | +11+275.0% | Added |
| Centerpoint Advisors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 17 | $2.14K | 0.00% | +17 | New |
| Fortitude Family Office, LLC | 19 | $2.39K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 20 | $2.46K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $2.54K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 22 | $2.77K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $2.90K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 23 | $2.94K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 20 | $3.00K | 0.00% | +19+1,900.0% | Added |
| Fortis Group Advisors, LLC | 26 | $3.27K | 0.00% | −26−50.0% | Reduced |
| Main Street Group, LTD | 27 | $3.35K | 0.00% | +27 | New |
| Private Wealth Management Group, LLC | 27 | $3.38K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 29 | $3.67K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 30 | $3.78K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $3.78K | 0.00% | −41−57.7% | Reduced |
| Evermay Wealth Management LLC | 30 | $3.78K | 0.00% | −30−50.0% | Reduced |
| Continuum Advisory, LLC | 34 | $3.86K | 0.00% | +34 | New |
| Vermillion & White Wealth Management Group, LLC | 31 | $3.90K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $4.00K | 0.00% | +6+24.0% | Added |
| Beacon Capital Management, LLC | 32 | $4.03K | 0.00% | −189−85.5% | Reduced |
| Raffa Wealth Management, LLC | 34 | $4.28K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 38 | $4.78K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 39 | $4.88K | 0.00% | +1+2.6% | Added |
| RFP Financial Group LLC | 39 | $4.91K | 0.00% | +15+62.5% | Added |
| ORG Partners LLC | 40 | $4.99K | 0.01% | +24+150.0% | Added |
| Coston, McIsaac & Partners | 47 | $5.00K | 0.00% | −1−2.1% | Reduced |
| FinTrust Capital Advisors, LLC | 40 | $5.04K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $5.05K | 0.00% | +40 | New |
| Red Tortoise LLC | 43 | $5.41K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 45 | $5.66K | 0.00% | 00.0% | Unchanged |
| City State Bank | 48 | $6.00K | 0.00% | +28+140.0% | Added |
| Stephenson National Bank & Trust | 49 | $6.17K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 49 | $6.17K | 0.00% | +49 | New |
| Caldwell Sutter Capital, Inc. | 50 | $6.29K | 0.00% | +25+100.0% | Added |
| Exchange Traded Concepts, LLC | 51 | $6.42K | 0.00% | −3,958−98.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 52 | $6.55K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 52 | $6.59K | 0.00% | +9+20.9% | Added |
| Financial Avengers, Inc. | 53 | $6.65K | 0.00% | +25+89.3% | Added |
| Armstrong Advisory Group, Inc | 53 | $6.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $7.30K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 62 | $7.75K | 0.00% | +1+1.6% | Added |
| Ruedi Wealth Management, Inc. | 63 | $7.93K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 63 | $7.93K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 60 | $8.00K | 0.01% | +60 | New |
| Atlas Capital Advisors LLC | 68 | $8.61K | 0.00% | −1,711−96.2% | Reduced |
| Bellevue Asset Management, LLC | 75 | $9.44K | 0.01% | −50−40.0% | Reduced |
| Bruce G. Allen Investments, LLC | 78 | $9.82K | 0.01% | −6−7.1% | Reduced |
| Tyler-Stone Wealth Management | 80 | $10.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 85 | $10.7K | 0.00% | −4−4.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 90 | $11.3K | 0.01% | −421−82.4% | Reduced |
| Peregrine Capital Management LLC | 90 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 90 | $11.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 92 | $11.6K | 0.00% | 00.0% | Unchanged |