| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $109 | 0.00% | +1 | New |
| Colonial Trust Advisors | 2 | $217 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $403 | 0.00% | +4 | New |
| Delta Asset Management LLC | 4 | $434 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $435 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $543 | 0.00% | +5 | New |
| Geneos Wealth Management Inc. | 6 | $651 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 8 | $868 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 8 | $868 | 0.00% | +8 | New |
| Versant Capital Management, Inc | 9 | $977 | 0.00% | −55−85.9% | Reduced |
| Montag A & Associates Inc | 9 | $977 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $977 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 12 | $1.30K | 0.00% | +12 | New |
| Toth Financial Advisory Corp | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.33K | 0.00% | +12 | New |
| Mendota Financial Group, LLC | 13 | $1.41K | 0.00% | +13 | New |
| Raleigh Capital Management Inc. | 15 | $1.63K | 0.00% | −84−84.8% | Reduced |
| Bokf, NA | 16 | $1.74K | 0.00% | −10−38.5% | Reduced |
| Gradient Investments LLC | 16 | $1.74K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 17 | $1.84K | 0.00% | +17 | New |
| Sunbelt Securities, Inc. | 18 | $1.95K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 18 | $1.95K | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 22 | $2.00K | 0.00% | +22 | New |
| Nalls Sherbakoff Group, LLC | 19 | $2.01K | 0.00% | −17−47.2% | Reduced |
| Signature Resources Capital Management, LLC | 20 | $2.19K | 0.00% | +20 | New |
| Vermillion & White Wealth Management Group, LLC | 21 | $2.28K | 0.00% | +21 | New |
| First Manhattan Co | 23 | $2.60K | 0.00% | −77−77.0% | Reduced |
| Private Wealth Management Group, LLC | 25 | $2.71K | 0.00% | +25 | New |
| Provenance Wealth Advisors, LLC | 25 | $2.71K | 0.00% | +25 | New |
| Missouri Trust & Investment Co | 27 | $2.93K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $3.04K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 28 | $3.04K | 0.00% | +28 | New |
| Hartford Financial Management Inc. | 29 | $3.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $3.17K | 0.00% | −195−87.1% | Reduced |
| Stuart Chaussee & Associates, Inc. | 30 | $3.26K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 30 | $3.26K | 0.00% | +30 | New |
| Tidemark, LLC | 30 | $3.26K | 0.00% | +30 | New |
| Abound Wealth Management | 31 | $3.37K | 0.00% | −4−11.4% | Reduced |
| Laffer Tengler Investments | 32 | $3.47K | 0.00% | +32 | New |
| Fortitude Family Office, LLC | 33 | $3.58K | 0.00% | +33 | New |
| Proequities, Inc. | 35 | $3.80K | 0.00% | +15+75.0% | Added |
| Orion Capital Management LLC | 36 | $3.91K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 36 | $3.91K | 0.00% | +36 | New |
| DiNuzzo Private Wealth, Inc. | 36 | $3.91K | 0.00% | +36 | New |
| VisionPoint Advisory Group, LLC | 39 | $4.23K | 0.00% | +39 | New |
| Sound Income Strategies, LLC | 40 | $4.34K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 42 | $4.65K | 0.00% | −109,834−100.0% | Reduced |
| Impact Partnership Wealth, LLC | 47 | $5.11K | 0.00% | −523−91.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $5.43K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $5.43K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.43K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $5.43K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 56 | $6.00K | 0.00% | −4−6.7% | Reduced |
| Pineridge Advisors LLC | 57 | $6.19K | 0.00% | +57 | New |
| Cape Investment Advisory, Inc. | 58 | $6.29K | 0.00% | +23+65.7% | Added |
| Core Alternative Capital | 59 | $6.41K | 0.00% | −15−20.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 60 | $6.51K | 0.00% | +60 | New |
| JJJ Advisors Inc. | 63 | $6.84K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 64 | $6.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 73 | $7.92K | 0.00% | +73 | New |
| Main Street Group, LTD | 75 | $8.14K | 0.00% | +75 | New |
| Manchester Capital Management LLC | 80 | $8.68K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 80 | $8.68K | 0.00% | +80 | New |
| BBJS Financial Advisors, LLC | 80 | $8.69K | 0.00% | +80 | New |
| Umb Bank N A | 81 | $8.79K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 81 | $8.79K | 0.00% | +3+3.8% | Added |
| Albion Financial Group | 82 | $8.90K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 84 | $9.14K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 85 | $9.22K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 89 | $9.66K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 91 | $9.88K | 0.01% | +91 | New |
| Rothschild Investment LLC | 95 | $10.3K | 0.00% | +95 | New |
| Prestige Wealth Management Group LLC | 96 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $11.7K | 0.00% | −12−10.0% | Reduced |
| Farmers & Merchants Investments Inc | 110 | $11.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 117 | $12.7K | 0.00% | −10−7.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 120 | $13.0K | 0.01% | +120 | New |
| Bruce G. Allen Investments, LLC | 120 | $13.0K | 0.01% | +120 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 130 | $14.1K | 0.00% | −3,717−96.6% | Reduced |
| Fairfield Financial Advisors, LTD | 130 | $14.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 133 | $14.4K | 0.01% | −90−40.4% | Reduced |
| EntryPoint Capital, LLC | 135 | $14.7K | 0.01% | +135 | New |
| Essex Investment Management Co LLC | 145 | $15.7K | 0.00% | −9,714−98.5% | Reduced |
| Pinnacle Financial Partners Inc | 146 | $15.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 152 | $15.9K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 150 | $16.0K | 0.01% | +150 | New |
| Hexagon Capital Partners LLC | 162 | $17.6K | 0.00% | −12−6.9% | Reduced |
| FinTrust Capital Advisors, LLC | 170 | $18.4K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 171 | $18.6K | 0.01% | −19−10.0% | Reduced |
| Glassman Wealth Services | 178 | $19.3K | 0.00% | +1+0.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 182 | $19.8K | 0.01% | +182 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $21.7K | 0.00% | −5,700−96.6% | Reduced |
| Compagnie Lombard Odier SCmA | 200 | $21.7K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 201 | $21.8K | 0.00% | −70−25.8% | Reduced |