| HighMark Wealth Management LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 3 | $160 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $190 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 4 | $213 | 0.00% | −3,193−99.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 5 | $266 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $266 | 0.00% | +5 | New |
| Jaffetilchin Investment Partners, LLC | 5 | $267 | 0.00% | +5 | New |
| Assetmark, Inc | 8 | $425 | 0.00% | +4+100.0% | Added |
| Sound Income Strategies, LLC | 11 | $585 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 13 | $691 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 18 | $957 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 25 | $1.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $1.65K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 34 | $1.80K | 0.00% | −68−66.7% | Reduced |
| Private Wealth Management Group, LLC | 34 | $1.82K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 42 | $2.23K | 0.00% | −141−77.0% | Reduced |
| Creative Financial Designs Inc | 45 | $2.39K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 45 | $2.39K | 0.00% | +45 | New |
| St. Johns Investment Management Company, LLC | 55 | $2.92K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 59 | $3.14K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 61 | $3.24K | 0.00% | −2,135−97.2% | Reduced |
| Baldwin Brothers Inc | 66 | $3.51K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $3.99K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 76 | $4.04K | 0.00% | +76 | New |
| Coppell Advisory Solutions LLC | 79 | $4.22K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 83 | $4.41K | 0.00% | +28+50.9% | Added |
| Cornerstone Planning Group LLC | 94 | $5.04K | 0.00% | +22+30.6% | Added |
| Fairman Group, LLC | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 121 | $6.00K | 0.00% | −102−45.7% | Reduced |
| Penserra Capital Management LLC | 129 | $6.00K | 0.00% | +6+4.9% | Added |
| Birchbrook, Inc. | 127 | $6.01K | 0.00% | +27+27.0% | Added |
| Zions Bancorporation, N.A. | 117 | $6.22K | 0.00% | −201−63.2% | Reduced |
| IFP Advisors, Inc | 123 | $6.54K | 0.00% | +123 | New |
| Rocky Mountain Advisers, LLC | 127 | $6.75K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 144 | $7.65K | 0.00% | −11−7.1% | Reduced |
| Old Point Trust & Financial Services N A | 150 | $7.97K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 151 | $8.03K | 0.00% | +151 | New |
| Global Financial Private Client, LLC | 159 | $8.45K | 0.00% | +159 | New |
| North Star Investment Management Corp. | 168 | $8.93K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 184 | $9.78K | 0.00% | +184 | New |
| JFS Wealth Advisors, LLC | 213 | $11.3K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 217 | $11.7K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 225 | $12.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 232 | $12.3K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 233 | $12.4K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 237 | $12.6K | 0.01% | +237 | New |
| Reston Wealth Management LLC | 239 | $12.7K | 0.00% | +239 | New |
| Hazlett, Burt & Watson, Inc. | 250 | $13.0K | 0.01% | +1+0.4% | Added |
| Financial Management Professionals, Inc. | 260 | $14.0K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 264 | $14.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 268 | $14.2K | 0.00% | +268 | New |
| Planning Capital Management Corp | 273 | $14.5K | 0.01% | +273 | New |
| Sunbelt Securities, Inc. | 275 | $14.6K | 0.00% | +275 | New |
| POM Investment Strategies, LLC | 284 | $15.1K | 0.01% | +284 | New |
| Bruce G. Allen Investments, LLC | 288 | $15.3K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 300 | $15.9K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 307 | $16.3K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 312 | $16.6K | 0.01% | +312 | New |
| CVA Family Office, LLC | 325 | $17.3K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 337 | $17.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 344 | $18.4K | 0.00% | +332+2,766.7% | Added |
| Western Pacific Wealth Management, LP | 391 | $20.8K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 394 | $20.9K | 0.00% | −679−63.3% | Reduced |
| Planned Solutions, Inc. | 400 | $21.3K | 0.01% | +400 | New |
| FinTrust Capital Advisors, LLC | 404 | $21.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 436 | $23.2K | 0.01% | +436 | New |
| New England Capital Financial Advisors LLC | 498 | $26.5K | 0.01% | +1+0.2% | Added |
| Manchester Capital Management LLC | 563 | $29.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 614 | $32.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 624 | $33.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 639 | $34.0K | 0.00% | −73−10.3% | Reduced |
| HHM Wealth Advisors, LLC | 656 | $34.9K | 0.00% | +181+38.1% | Added |
| Carmichael Hill & Associates, Inc. | 663 | $35.2K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 675 | $35.9K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 690 | $37.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 785 | $37.1K | 0.01% | +785 | New |
| Pinnacle Bancorp, Inc. | 748 | $39.8K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 752 | $40.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 769 | $40.9K | 0.00% | +76+11.0% | Added |
| Johnson Financial Group, Inc. | 785 | $41.7K | 0.00% | +785 | New |
| FSA Wealth Management LLC | 788 | $41.9K | 0.02% | +788 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 800 | $42.5K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 800 | $42.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 865 | $46.0K | 0.01% | +500+137.0% | Added |
| Quadrant Capital Group LLC | 888 | $47.2K | 0.00% | +301+51.3% | Added |
| Private Trust Co NA | 889 | $47.2K | 0.00% | −1,500−62.8% | Reduced |
| TCTC Holdings, LLC | 925 | $49.2K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 956 | $55.3K | 0.01% | +956 | New |
| GAMMA Investing LLC | 1,055 | $56.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,089 | $57.9K | 0.00% | +993+1,034.4% | Added |
| Nisa Investment Advisors, LLC | 1,159 | $61.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,172 | $62.3K | 0.01% | −30−2.5% | Reduced |
| Hilltop National Bank | 1,208 | $64.2K | 0.02% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,345 | $71.5K | 0.01% | +1,345 | New |
| Pittenger & Anderson Inc | 1,360 | $72.3K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,400 | $74.4K | 0.01% | +1,400 | New |
| Community Bank, N.A. | 1,528 | $81.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,963 | $81.5K | 0.00% | +1,258+178.4% | Added |