| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $2 | 0.00% | −330−100.0% | Reduced |
| Wolff Wiese Magana LLC | 1 | $298 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $298 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $298 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $319 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $506 | 0.00% | −1−33.3% | Reduced |
| Global Financial Private Client, LLC | 2 | $595 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3 | $893 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $1.19K | 0.00% | +4 | New |
| Baker Avenue Asset Management, LP | 5 | $1.49K | 0.00% | −2,013−99.8% | Reduced |
| SJS Investment Consulting Inc. | 5 | $1.49K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $1.49K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 5 | $1.49K | 0.00% | +5 | New |
| Gradient Investments LLC | 6 | $1.78K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| LGT Financial Advisors LLC | 8 | $2.38K | 0.00% | +8 | New |
| Bokf, NA | 9 | $2.50K | 0.00% | −14−60.9% | Reduced |
| Carolinas Wealth Consulting LLC | 9 | $2.59K | 0.00% | −5−35.7% | Reduced |
| DT Investment Partners, LLC | 9 | $2.68K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 10 | $2.98K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $2.98K | 0.00% | +10 | New |
| Clear Street Markets LLC | 10 | $3.00K | 0.00% | −20−66.7% | Reduced |
| Raffa Wealth Management, LLC | 11 | $3.27K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12 | $3.57K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $3.57K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 16 | $4.00K | 0.00% | +16 | New |
| West Branch Capital LLC | 14 | $4.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $4.46K | 0.00% | −5−25.0% | Reduced |
| Credential Qtrade Securities Inc. | 16 | $4.76K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 16 | $4.76K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $4.76K | 0.00% | +7+77.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 17 | $5.06K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 17 | $5.06K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $5.36K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 19 | $5.65K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 20 | $5.95K | 0.00% | −2−9.1% | Reduced |
| JFS Wealth Advisors, LLC | 20 | $5.95K | 0.00% | −1−4.8% | Reduced |
| Tower View Investment Management & Research LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 21 | $6.25K | 0.00% | +21 | New |
| Householder Group Estate & Retirement Specialist, LLC | 21 | $6.25K | 0.00% | +21 | New |
| Plante Moran Financial Advisors, LLC | 22 | $6.55K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 22 | $6.55K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $6.55K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 22 | $6.55K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 23 | $6.84K | 0.00% | −1−4.2% | Reduced |
| Laurel Wealth Advisors LLC | 23 | $6.84K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 25 | $7.44K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $7.44K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 26 | $7.74K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 28 | $8.00K | 0.00% | −2−6.7% | Reduced |
| Geneos Wealth Management Inc. | 27 | $8.03K | 0.00% | +2+8.0% | Added |
| Beacon Capital Management, LLC | 25 | $8.26K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 28 | $8.33K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 28 | $8.33K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 29 | $8.63K | 0.00% | −3−9.4% | Reduced |
| Red Tortoise LLC | 29 | $8.63K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 30 | $8.93K | 0.00% | +30 | New |
| Tradition Wealth Management, LLC | 29 | $9.00K | 0.00% | +1+3.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 31 | $9.22K | 0.00% | +31 | New |
| Annapolis Financial Services, LLC | 32 | $9.52K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 33 | $9.82K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 38 | $11.3K | 0.00% | −7−15.6% | Reduced |
| MV Capital Management, Inc. | 39 | $11.6K | 0.00% | +3+8.3% | Added |
| Carmel Capital Partners, LLC | 41 | $12.2K | 0.01% | +41 | New |
| GoalVest Advisory LLC | 43 | $12.8K | 0.01% | +3+7.5% | Added |
| Financial Management Professionals, Inc. | 43 | $13.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 42 | $13.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 47 | $14.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $15.2K | 0.00% | −1−1.9% | Reduced |
| Riverview Trust Co | 53 | $15.8K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $16.1K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 55 | $16.4K | 0.01% | +55 | New |
| Farmers & Merchants Investments Inc | 56 | $16.7K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 57 | $17.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 59 | $17.5K | 0.01% | −9−13.2% | Reduced |
| Bell Investment Advisors, Inc | 59 | $17.6K | 0.00% | +1+1.7% | Added |
| Heritage Wealth Advisors | 61 | $18.2K | 0.00% | −43−41.3% | Reduced |
| Sunbelt Securities, Inc. | 64 | $19.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 64 | $19.0K | 0.00% | +16+33.3% | Added |
| Emerald Advisers, LLC | 64 | $19.0K | 0.00% | +64 | New |
| Zions Bancorporation, N.A. | 67 | $19.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 70 | $20.8K | 0.00% | +1+1.4% | Added |
| Key Financial Inc | 79 | $23.5K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 87 | $24.4K | 0.00% | +87 | New |
| St Germain D J Co Inc | 85 | $25.3K | 0.00% | −200−70.2% | Reduced |
| Farther Finance Advisors, LLC | 86 | $25.6K | 0.00% | −67−43.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 87 | $25.9K | 0.02% | −125−59.0% | Reduced |
| Colonial Trust Advisors | 87 | $25.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 99 | $29.5K | 0.02% | +57+135.7% | Added |
| Cambridge Trust Co | 100 | $29.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 100 | $29.8K | 0.01% | 00.0% | Unchanged |