| Penserra Capital Management LLC | 4 | $0 | 0.00% | +4 | New |
| Money Concepts Capital Corp | 1 | $235 | 0.00% | −60−98.4% | Reduced |
| Gradient Investments LLC | 1 | $235 | 0.00% | −25−96.2% | Reduced |
| WestEnd Advisors, LLC | 1 | $235 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1 | $235 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $235 | 0.00% | +1 | New |
| My Personal CFO, LLC | 1 | $235 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $235 | 0.00% | +1 | New |
| Clean Yield Group | 2 | $471 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $471 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $585 | 0.00% | −1,561−99.9% | Reduced |
| Disciplined Investments, LLC | 4 | $941 | 0.00% | −4−50.0% | Reduced |
| Longfellow Investment Management Co LLC | 4 | $941 | 0.00% | +1+33.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 4 | $941 | 0.00% | +4 | New |
| ICA Group Wealth Management, LLC | 4 | $941 | 0.00% | +4 | New |
| Atticus Wealth Management, LLC | 4 | $942 | 0.00% | −80−95.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4 | $942 | 0.00% | −1−20.0% | Reduced |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| Baystate Wealth Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5 | $1.18K | 0.00% | −54−91.5% | Reduced |
| Sutton Wealth Advisors Inc. | 7 | $1.65K | 0.00% | −29−80.6% | Reduced |
| Baldwin Brothers Inc | 7 | $1.65K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $1.88K | 0.00% | +5+166.7% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $2.00K | 0.02% | −10−50.0% | Reduced |
| Versant Capital Management, Inc | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $2.35K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 11 | $2.59K | 0.00% | −4−26.7% | Reduced |
| Fiduciary Alliance LLC | 11 | $2.59K | 0.00% | +11 | New |
| Abound Wealth Management | 11 | $2.59K | 0.00% | +8+266.7% | Added |
| Raffa Wealth Management, LLC | 12 | $2.82K | 0.00% | −5−29.4% | Reduced |
| Schubert & Co | 12 | $2.82K | 0.00% | +7+140.0% | Added |
| PFG Private Wealth Management, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $3.00K | 0.00% | +7+175.0% | Added |
| Anchor Investment Management, LLC | 13 | $3.06K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 13 | $3.06K | 0.00% | +13 | New |
| Morgan Dempsey Capital Management LLC | 14 | $3.29K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $3.53K | 0.00% | −70−82.4% | Reduced |
| Ranger Investment Management, L.P. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 17 | $4.01K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 18 | $4.24K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 22 | $5.18K | 0.00% | −36−62.1% | Reduced |
| Global Financial Private Client, LLC | 22 | $5.18K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 22 | $5.18K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $5.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $5.65K | 0.00% | +7+41.2% | Added |
| Ten Capital Wealth Advisors, LLC | 25 | $5.88K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 26 | $6.14K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 27 | $6.37K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 27 | $6.38K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 36 | $8.00K | 0.00% | +1+2.9% | Added |
| Solstein Capital, LLC | 34 | $8.00K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 36 | $8.47K | 0.00% | −14−28.0% | Reduced |
| Earnest Partners LLC | 39 | $9.18K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 40 | $9.41K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $9.41K | 0.01% | +40 | New |
| DT Investment Partners, LLC | 41 | $9.65K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 46 | $10.8K | 0.00% | −28−37.8% | Reduced |
| Sierra Capital LLC | 47 | $11.0K | 0.00% | −2−4.1% | Reduced |
| Ronald Blue Trust, Inc. | 43 | $11.0K | 0.00% | +27+168.8% | Added |
| Loomis Sayles & Co L P | 50 | $12.0K | 0.00% | +8+19.0% | Added |
| Mascoma Wealth Management LLC | 53 | $12.5K | 0.00% | +3+6.0% | Added |
| Accurate Wealth Management, LLC | 52 | $12.8K | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 59 | $13.9K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 60 | $14.1K | 0.01% | +60 | New |
| Crewe Advisors LLC | 65 | $15.3K | 0.00% | +54+490.9% | Added |
| Quent Capital, LLC | 69 | $16.3K | 0.00% | −33−32.4% | Reduced |
| Massmutual Trust Co FSB | 74 | $17.0K | 0.00% | +3+4.2% | Added |
| Lindbrook Capital, LLC | 75 | $17.7K | 0.00% | −40−34.8% | Reduced |
| Colonial Trust Co | 75 | $17.9K | 0.00% | +75 | New |
| Clear Street Markets LLC | 75 | $18.0K | 0.00% | +58+341.2% | Added |
| Addison Advisors LLC | 83 | $19.5K | 0.01% | +41+97.6% | Added |
| Resurgent Financial Advisors LLC | 89 | $20.9K | 0.01% | +89 | New |
| Bell Investment Advisors, Inc | 90 | $21.2K | 0.01% | +31+52.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $23.5K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 100 | $23.5K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $23.5K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 105 | $24.7K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 107 | $25.2K | 0.00% | −19−15.1% | Reduced |
| Glen Eagle Advisors, LLC | 110 | $25.9K | 0.01% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 109 | $26.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 174 | $27.0K | 0.00% | −73−29.6% | Reduced |
| JJJ Advisors Inc. | 112 | $27.8K | 0.01% | +57+103.6% | Added |
| Glassman Wealth Services | 119 | $28.0K | 0.01% | +1+0.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 138 | $32.5K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 151 | $35.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 162 | $38.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 163 | $38.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 163 | $38.4K | 0.00% | +163 | New |
| Comerica Securities,inc. | 168 | $39.5K | 0.00% | +168 | New |
| Central Trust Co | 174 | $41.0K | 0.00% | −826−82.6% | Reduced |
| Private Trust Co NA | 174 | $41.0K | 0.01% | +9+5.5% | Added |
| MV Capital Management, Inc. | 177 | $41.7K | 0.01% | −2−1.1% | Reduced |
| BerganKDV Wealth Management, LLC | 184 | $43.3K | 0.00% | −3−1.6% | Reduced |
| GWM Advisors LLC | 901 | $45.6K | 0.00% | −5,621−86.2% | Reduced |
| Farther Finance Advisors, LLC | 195 | $45.9K | 0.02% | +195 | New |
| KB Financial Partners, LLC | 197 | $46.0K | 0.02% | −8−3.9% | Reduced |
| Compagnie Lombard Odier SCmA | 202 | $48.0K | 0.00% | +202 | New |
| Cullen/Frost Bankers, Inc. | 205 | $48.2K | 0.00% | 00.0% | Unchanged |
