| Principia Wealth Advisory, LLC | 1 | $166 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $167 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $167 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $167 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $327 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $333 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $333 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $333 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $334 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $334 | 0.00% | +2 | New |
| Glen Eagle Advisors, LLC | 3 | $500 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $500 | 0.00% | +3 | New |
| Sachetta, LLC | 4 | $667 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $667 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $667 | 0.00% | +4 | New |
| Quest Partners LLC | 5 | $833 | 0.00% | −2,756−99.8% | Reduced |
| Continuum Advisory, LLC | 5 | $833 | 0.00% | −9−64.3% | Reduced |
| Financial Management Professionals, Inc. | 5 | $833 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 7 | $1.00K | 0.00% | −2,148−99.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4 | $1.00K | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Activest Wealth Management | 6 | $1.00K | 0.00% | +6 | New |
| Whittier Trust Co of Nevada Inc | 7 | $1.17K | 0.00% | −10−58.8% | Reduced |
| Creative Financial Designs Inc | 9 | $1.50K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $2.17K | 0.00% | −537−97.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $2.17K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 14 | $2.33K | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 14 | $2.34K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 15 | $2.50K | 0.00% | +15 | New |
| Provenance Wealth Advisors, LLC | 16 | $2.67K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $2.69K | 0.00% | +1+6.7% | Added |
| Bank & Trust Co | 22 | $3.67K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 23 | $3.83K | 0.00% | +23 | New |
| Bellevue Asset Management, LLC | 24 | $4.00K | 0.00% | +3+14.3% | Added |
| Beacon Capital Management, LLC | 25 | $4.18K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 28 | $4.61K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 28 | $4.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $5.00K | 0.00% | +21+190.9% | Added |
| Whipplewood Advisors, LLC | 83 | $5.17K | 0.00% | +52+167.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 33 | $5.50K | 0.00% | +33 | New |
| Prudent Man Investment Management, Inc. | 31 | $5.59K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $7.33K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 44 | $7.33K | 0.00% | +2+4.8% | Added |
| Atlantic Trust, LLC | 46 | $7.67K | 0.00% | +46 | New |
| Key Financial Inc | 47 | $7.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $8.00K | 0.00% | +21+77.8% | Added |
| Bokf, NA | 49 | $8.16K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 49 | $8.16K | 0.00% | +6+14.0% | Added |
| Islay Capital Management, LLC | 50 | $8.33K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 50 | $8.33K | 0.01% | +50 | New |
| City Holding Co | 57 | $9.50K | 0.00% | +57 | New |
| TD Private Client Wealth LLC | 61 | $10.2K | 0.00% | +24+64.9% | Added |
| CoreCap Advisors, LLC | 66 | $11.0K | 0.00% | −248−79.0% | Reduced |
| NewSquare Capital LLC | 68 | $11.3K | 0.00% | +66+3,300.0% | Added |
| SBI Securities Co., Ltd. | 76 | $12.7K | 0.00% | −121−61.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 96 | $16.1K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 98 | $16.3K | 0.01% | +98 | New |
| CIBC Private Wealth Group, LLC | 110 | $16.9K | 0.00% | +65+144.4% | Added |
| AdvisorNet Financial, Inc | 107 | $17.8K | 0.00% | +106+10,600.0% | Added |
| South State Corp. | 120 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 126 | $21.0K | 0.01% | −84−40.0% | Reduced |
| Parkside Financial Bank & Trust | 128 | $21.3K | 0.00% | +52+68.4% | Added |
| Clear Street Markets LLC | 136 | $22.7K | 0.02% | +136 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 144 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $24.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 150 | $25.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $25.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 162 | $27.0K | 0.01% | +134+478.6% | Added |
| Allworth Financial LP | 167 | $27.0K | 0.00% | +11+7.1% | Added |
| First Horizon Advisors, Inc. | 166 | $27.7K | 0.00% | −79−32.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 165 | $28.2K | 0.00% | +1+0.6% | Added |
| Hemington Wealth Management | 177 | $29.0K | 0.00% | +17+10.6% | Added |
| Covestor Ltd | 177 | $30.0K | 0.02% | +102+136.0% | Added |
| Bartlett & Co. Wealth Management LLC | 180 | $30.1K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 181 | $30.2K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 185 | $30.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $33.3K | 0.00% | +200 | New |
| Principal Securities, Inc. | 187 | $33.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 211 | $35.1K | 0.01% | +3+1.4% | Added |
| Optiver Holding B.V. | 212 | $35.3K | 0.00% | +90+73.8% | Added |
| Salomon & Ludwin, LLC | 218 | $36.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 218 | $36.3K | 0.00% | +1+0.5% | Added |
| Nomura Asset Management Co Ltd | 220 | $36.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 220 | $36.7K | 0.01% | +28+14.6% | Added |
| Sterling Capital Management LLC | 224 | $37.3K | 0.00% | −854−79.2% | Reduced |
| Farther Finance Advisors, LLC | 254 | $43.0K | 0.00% | +29+12.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 311 | $51.8K | 0.01% | +311 | New |
| WPG Advisers, LLC | 355 | $59.2K | 0.06% | −166−31.9% | Reduced |
| Independence Bank of Kentucky | 355 | $59.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 369 | $61.5K | 0.02% | +303+459.1% | Added |
| MAI Capital Management | 375 | $62.5K | 0.00% | −65−14.8% | Reduced |
| Massmutual Trust Co FSB | 379 | $63.2K | 0.00% | +112+41.9% | Added |
| EverSource Wealth Advisors, LLC | 389 | $64.8K | 0.00% | +205+111.4% | Added |
| Asset Planning,Inc | 410 | $68.3K | 0.05% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 419 | $69.8K | 0.01% | 00.0% | Unchanged |