| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 3 | $130 | 0.00% | −4−57.1% | Reduced |
| Larson Financial Group LLC | 5 | $217 | 0.00% | +5 | New |
| Criterion Capital Advisors, LLC | 7 | $236 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 7 | $304 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 11 | $478 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 12 | $521 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13 | $565 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 19 | $825 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $1.04K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 24 | $1.04K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 46 | $2.00K | 0.00% | +46 | New |
| Fairman Group, LLC | 48 | $2.08K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 49 | $2.13K | 0.00% | +49 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 49 | $2.14K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 69 | $2.32K | 0.00% | +69 | New |
| Financial Gravity Companies, Inc. | 54 | $2.35K | 0.00% | +54 | New |
| Versant Capital Management, Inc | 55 | $2.39K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 57 | $2.46K | 0.00% | +57 | New |
| Indiana Trust & Investment Management CO | 61 | $2.65K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 65 | $2.82K | 0.00% | +65 | New |
| Farther Finance Advisors, LLC | 67 | $2.91K | 0.00% | −5−6.9% | Reduced |
| GHP Investment Advisors, Inc. | 72 | $3.13K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 75 | $3.26K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 75 | $3.26K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 75 | $3.26K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 77 | $3.34K | 0.00% | +77 | New |
| Concord Wealth Partners | 78 | $3.39K | 0.00% | +78 | New |
| Sugarloaf Wealth Management, LLC | 81 | $3.51K | 0.00% | −24−22.9% | Reduced |
| Johnson Financial Group, Inc. | 81 | $3.52K | 0.00% | +81 | New |
| Cedar Mountain Advisors, LLC | 83 | $3.60K | 0.00% | +83 | New |
| Bellevue Asset Management, LLC | 89 | $3.87K | 0.00% | −5−5.3% | Reduced |
| McIlrath & Eck, LLC | 98 | $4.26K | 0.00% | −303−75.6% | Reduced |
| Princeton Global Asset Management LLC | 108 | $4.69K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 222,479 | $5.12K | 0.00% | +220,581+11,621.8% | Added |
| JCIC Asset Management Inc. | 121 | $5.25K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 121 | $5.26K | 0.00% | −103−46.0% | Reduced |
| Optimum Investment Advisors | 124 | $5.38K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 124 | $5.38K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 130 | $5.65K | 0.00% | −50−27.8% | Reduced |
| Sound Income Strategies, LLC | 132 | $5.73K | 0.00% | −9−6.4% | Reduced |
| St Germain D J Co Inc | 135 | $5.86K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 158 | $6.00K | 0.00% | +158 | New |
| Hexagon Capital Partners LLC | 142 | $6.17K | 0.00% | −51−26.4% | Reduced |
| Carolina Wealth Advisors, LLC | 148 | $6.43K | 0.00% | +148 | New |
| Gen-Wealth Partners Inc | 151 | $6.45K | 0.00% | +151 | New |
| Laurel Wealth Advisors LLC | 150 | $6.51K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 161 | $6.99K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 166 | $7.21K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 171 | $7.43K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 183 | $7.95K | 0.00% | +183 | New |
| Eastern Bank | 187 | $8.12K | 0.00% | +187 | New |
| Bell Investment Advisors, Inc | 198 | $8.60K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 220 | $9.55K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 230 | $9.99K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 235 | $10.2K | 0.00% | +129+121.7% | Added |
| Crewe Advisors LLC | 237 | $10.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 241 | $10.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 245 | $10.6K | 0.00% | +75+44.1% | Added |
| Anchor Investment Management, LLC | 249 | $10.8K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 249 | $10.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 250 | $10.9K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 275 | $11.9K | 0.01% | +2+0.7% | Added |
| Capital Analysts, LLC | 271 | $12.0K | 0.00% | +249+1,131.8% | Added |
| Creekmur Asset Management LLC | 325 | $14.1K | 0.00% | −647−66.6% | Reduced |
| Western Pacific Wealth Management, LP | 329 | $14.3K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 336 | $14.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 343 | $14.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 348 | $15.1K | 0.00% | +348 | New |
| CoreCap Advisors, LLC | 349 | $15.2K | 0.00% | −160−31.4% | Reduced |
| Eagle Bay Advisors LLC | 353 | $15.3K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 357 | $15.5K | 0.00% | +357 | New |
| Rise Advisors, LLC | 360 | $15.6K | 0.01% | +3+0.8% | Added |
| Bryn Mawr Trust Co | 373 | $16.2K | 0.00% | +373 | New |
| Montag A & Associates Inc | 375 | $16.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 411 | $17.9K | 0.00% | +411 | New |
| Parkside Financial Bank & Trust | 463 | $20.1K | 0.00% | −43−8.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 492 | $21.4K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 498 | $21.6K | 0.00% | +443+805.5% | Added |
| Trust Co of Vermont | 499 | $21.7K | 0.00% | +499 | New |
| Centerpoint Advisors, LLC | 509 | $22.0K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 519 | $22.5K | 0.02% | −130−20.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 545 | $23.7K | 0.00% | +36+7.1% | Added |
| GAMMA Investing LLC | 548 | $23.8K | 0.00% | +149+37.3% | Added |
| Quadrant Capital Group LLC | 558 | $24.2K | 0.00% | +104+22.9% | Added |
| Parallel Advisors, LLC | 584 | $25.4K | 0.00% | +6+1.0% | Added |
| Belvedere Trading LLC | 587 | $25.5K | 0.00% | +587 | New |
| GWM Advisors LLC | 599 | $26.0K | 0.00% | −214−26.3% | Reduced |
| Planning Capital Management Corp | 622 | $27.0K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 643 | $27.9K | 0.00% | −17,806−96.5% | Reduced |
| Rothschild Investment LLC | 658 | $28.6K | 0.00% | +85+14.8% | Added |
| Valley National Advisers Inc | 750 | $32.0K | 0.01% | −10−1.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 789 | $34.3K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 827 | $35.9K | 0.01% | +827 | New |
| First PREMIER Bank | 841 | $37.0K | 0.01% | −55−6.1% | Reduced |