| Glen Eagle Advisors, LLC | 3 | $316 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $421 | 0.00% | −20−83.3% | Reduced |
| Raffa Wealth Management, LLC | 4 | $421 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 4 | $422 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $526 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 5 | $526 | 0.00% | +5 | New |
| Sandy Spring Bank | 5 | $527 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $632 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $737 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | −5−33.3% | Reduced |
| PrairieView Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.05K | 0.00% | +10 | New |
| Adirondack Trust Co | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $1.37K | 0.00% | −48−78.7% | Reduced |
| Capital Performance Advisors LLP | 14 | $1.47K | 0.00% | +14 | New |
| Reuter James Wealth Management, LLC | 15 | $1.58K | 0.00% | +15 | New |
| Venturi Wealth Management, LLC | 15 | $1.58K | 0.00% | +15 | New |
| Larson Financial Group LLC | 18 | $1.90K | 0.00% | +9+100.0% | Added |
| Hollencrest Capital Management | 20 | $2.11K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 22 | $2.32K | 0.00% | −118−84.3% | Reduced |
| Winch Advisory Services, LLC | 22 | $2.32K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 33 | $2.79K | 0.00% | +2+6.5% | Added |
| Westside Investment Management, Inc. | 30 | $3.16K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 30 | $3.31K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 34 | $3.58K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 35 | $3.69K | 0.00% | +35 | New |
| Allworth Financial LP | 35 | $3.69K | 0.00% | −173−83.2% | Reduced |
| Bell Investment Advisors, Inc | 36 | $3.79K | 0.00% | −2−5.3% | Reduced |
| ZRC Wealth Management, LLC | 40 | $4.21K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 47 | $4.95K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 50 | $5.26K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $5.26K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $5.26K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $5.26K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $5.26K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 50 | $5.26K | 0.00% | +50 | New |
| GPS Wealth Strategies Group, LLC | 52 | $5.47K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52 | $5.47K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 60 | $6.00K | 0.00% | +60 | New |
| Strategic Investment Solutions, Inc. | 59 | $6.21K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 60 | $6.32K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 65 | $6.84K | 0.00% | −100−60.6% | Reduced |
| Highline Wealth Partners LLC | 66 | $6.95K | 0.00% | +60+1,000.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 68 | $7.16K | 0.00% | −36,970−99.8% | Reduced |
| FinTrust Capital Advisors, LLC | 73 | $7.69K | 0.00% | −2,985−97.6% | Reduced |
| CVA Family Office, LLC | 75 | $7.90K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 73 | $8.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 78 | $8.21K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 80 | $8.41K | 0.00% | −25−23.8% | Reduced |
| Fortis Group Advisors, LLC | 80 | $8.42K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 80 | $8.42K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 81 | $8.53K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 100 | $8.65K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 90 | $9.48K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 118 | $9.92K | 0.00% | +8+7.3% | Added |
| Proequities, Inc. | 96 | $10.1K | 0.00% | −125−56.6% | Reduced |
| Harbour Investments, Inc. | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $10.5K | 0.00% | +100 | New |
| Silicon Valley Capital Partners | 100 | $10.5K | 0.00% | +100 | New |
| Uncommon Cents Investing LLC | 100 | $10.5K | 0.00% | +100 | New |
| Rosenberg Matthew Hamilton | 101 | $10.6K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 102 | $10.7K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 114 | $12.0K | 0.01% | −24−17.4% | Reduced |
| First Command Advisory Services, Inc. | 115 | $12.1K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 122 | $12.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 128 | $13.5K | 0.00% | −133−51.0% | Reduced |
| Salem Investment Counselors Inc | 130 | $13.7K | 0.00% | −285−68.7% | Reduced |
| Strengthening Families & Communities, LLC | 143 | $15.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 144 | $15.2K | 0.00% | +3+2.1% | Added |
| Prestige Wealth Management Group LLC | 148 | $15.6K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 152 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 165 | $17.4K | 0.00% | −2−1.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $17.9K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 209 | $18.1K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 190 | $20.0K | 0.00% | +190 | New |
| Creative Financial Designs Inc | 200 | $21.1K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $21.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 200 | $21.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $21.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 200 | $21.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 192 | $21.2K | 0.00% | −355−64.9% | Reduced |
| Global X Japan Co., Ltd. | 211 | $22.2K | 0.00% | +39+22.7% | Added |
| Umb Bank N A | 217 | $22.8K | 0.00% | −313−59.1% | Reduced |
| Optimum Investment Advisors | 220 | $23.2K | 0.01% | −100−31.3% | Reduced |
| Whittier Trust Co | 229 | $24.1K | 0.00% | −31−11.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 240 | $25.3K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 260 | $27.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 274 | $28.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 290 | $30.5K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 300 | $31.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 302 | $31.8K | 0.00% | −160−34.6% | Reduced |
| JDM Financial Group LLC | 325 | $34.2K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 329 | $34.6K | 0.00% | −265−44.6% | Reduced |
| WealthCollab, LLC | 343 | $36.1K | 0.02% | −18−5.0% | Reduced |
| GeoWealth Management, LLC | 348 | $36.6K | 0.00% | +348 | New |