| Centerpoint Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 2 | $167 | 0.00% | +2 | New |
| Annapolis Financial Services, LLC | 3 | $251 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $333 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 5 | $417 | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 5 | $417 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $417 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7 | $583 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 8 | $667 | 0.00% | −1−11.1% | Reduced |
| NewSquare Capital LLC | 9 | $750 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 9 | $750 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 10 | $834 | 0.00% | −1−9.1% | Reduced |
| Antonetti Capital Management LLC | 10 | $834 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10 | $834 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 10 | $834 | 0.00% | +10 | New |
| Cedar Mountain Advisors, LLC | 11 | $917 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 11 | $917 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 11 | $917 | 0.00% | +11 | New |
| Roble, Belko & Company, Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 13 | $1.08K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 17 | $1.42K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 18 | $1.50K | 0.00% | −12−40.0% | Reduced |
| Carmel Capital Partners, LLC | 19 | $1.58K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 20 | $1.67K | 0.00% | +20 | New |
| Impact Partnership Wealth, LLC | 20 | $1.67K | 0.00% | +20 | New |
| Global Financial Private Client, LLC | 20 | $1.68K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $1.75K | 0.00% | −20−48.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Duncker Streett & Co Inc | 25 | $2.08K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $2.08K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $2.08K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 28 | $2.33K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 28 | $2.33K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 28 | $2.33K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 29 | $2.42K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 30 | $2.50K | 0.00% | −18−37.5% | Reduced |
| Delta Asset Management LLC | 30 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 30 | $2.50K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 83 | $2.85K | 0.01% | −19−18.6% | Reduced |
| Buck Wealth Strategies, LLC | 35 | $2.92K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $2.92K | 0.00% | +35 | New |
| Bartlett & Co. LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 37 | $3.08K | 0.00% | −63−63.0% | Reduced |
| Delos Wealth Advisors, LLC | 38 | $3.17K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 39 | $3.25K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 40 | $3.33K | 0.00% | −51−56.0% | Reduced |
| CGC Financial Services, LLC | 40 | $3.33K | 0.00% | +40 | New |
| McIlrath & Eck, LLC | 46 | $3.83K | 0.00% | −14−23.3% | Reduced |
| Motco | 46 | $3.83K | 0.00% | +33+253.8% | Added |
| BOK Financial Private Wealth, Inc. | 46 | $3.83K | 0.00% | −35−43.2% | Reduced |
| Nemes Rush Group LLC | 47 | $3.92K | 0.00% | +47 | New |
| Vigilant Capital Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $4.17K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $4.17K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $4.17K | 0.00% | +50 | New |
| Ancora Advisors, LLC | 54 | $4.50K | 0.00% | −200−78.7% | Reduced |
| Castleview Partners, LLC | 55 | $4.58K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 55 | $4.58K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 61 | $5.08K | 0.00% | −130−68.1% | Reduced |
| Pacifica Partners Inc. | 62 | $5.23K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 63 | $5.25K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 64 | $5.33K | 0.00% | −87−57.6% | Reduced |
| Coastal Capital Group, Inc. | 68 | $5.67K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 70 | $5.83K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $5.83K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 75 | $6.25K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 82 | $6.83K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 83 | $7.00K | 0.00% | −7,855−99.0% | Reduced |
| Ogorek Anthony Joseph | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 85 | $7.08K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 86 | $7.17K | 0.00% | +86 | New |
| Tucker Asset Management LLC | 87 | $7.25K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 87 | $7.25K | 0.00% | +87 | New |
| Bell Investment Advisors, Inc | 91 | $7.58K | 0.00% | +54+145.9% | Added |
| Natixis | 92 | $7.67K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 94 | $7.90K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 98 | $8.17K | 0.01% | −54−35.5% | Reduced |
| Lansing Street Advisors | 98 | $8.17K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 100 | $8.34K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $8.34K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $8.34K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 101 | $8.42K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 104 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 98 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 112 | $9.00K | 0.01% | +112 | New |
| Lee Financial Co | 109 | $9.09K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $9.17K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 110 | $9.17K | 0.01% | 00.0% | Unchanged |