| Davis Capital Management | 1 | $325 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $325 | 0.00% | +1 | New |
| Grove Bank & Trust | 1 | $325 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $325 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $326 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $326 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1 | $326 | 0.00% | +1 | New |
| Prestige Wealth Management Group LLC | 1 | $326 | 0.00% | +1 | New |
| Spire Wealth Management | 2 | $651 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $651 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $651 | 0.00% | +1+100.0% | Added |
| American Capital Advisory, LLC | 2 | $651 | 0.00% | +1+100.0% | Added |
| Cassaday & Co Wealth Management LLC | 2 | $651 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 3 | $976 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $976 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $976 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $976 | 0.00% | +1+50.0% | Added |
| Hughes Financial Services, LLC | 3 | $976 | 0.00% | +3 | New |
| South State Corp. | 3 | $977 | 0.00% | −15−83.3% | Reduced |
| Central Trust Co | 3 | $977 | 0.00% | −2−40.0% | Reduced |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 4 | $1.30K | 0.00% | +3+300.0% | Added |
| HM Payson & Co | 4 | $1.30K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $1.30K | 0.00% | +4 | New |
| Intentional Wealth Strategies, LLC | 4 | $1.30K | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $1.63K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.63K | 0.00% | +1+25.0% | Added |
| Lodestone Wealth Management LLC | 6 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $1.95K | 0.00% | +4+200.0% | Added |
| Albion Financial Group | 6 | $1.95K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6 | $1.95K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $1.95K | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 6 | $1.95K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 7 | $2.28K | 0.00% | +7 | New |
| Brown Brothers Harriman & Co | 7 | $2.28K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $2.28K | 0.00% | +2+40.0% | Added |
| Marquette Asset Management, LLC | 7 | $2.28K | 0.00% | +7 | New |
| North Star Investment Management Corp. | 8 | $2.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $2.60K | 0.00% | +2+33.3% | Added |
| Bell Investment Advisors, Inc | 8 | $2.60K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10 | $3.21K | 0.00% | +1+11.1% | Added |
| MV Capital Management, Inc. | 10 | $3.25K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 10 | $3.25K | 0.00% | +1+11.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10 | $3.25K | 0.00% | +10 | New |
| Private Trust Co NA | 11 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $3.58K | 0.00% | +3+37.5% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $3.58K | 0.00% | +2+22.2% | Added |
| Cornerstone Planning Group LLC | 12 | $3.75K | 0.00% | +6+100.0% | Added |
| Cromwell Holdings LLC | 12 | $3.90K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $3.90K | 0.00% | +4+50.0% | Added |
| Sunbelt Securities, Inc. | 14 | $4.55K | 0.00% | +6+75.0% | Added |
| Sachetta, LLC | 14 | $4.56K | 0.00% | −3−17.6% | Reduced |
| RMG Wealth Management LLC | 16 | $4.67K | 0.00% | +16 | New |
| Whittier Trust Co of Nevada Inc | 14 | $4.73K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 18 | $5.86K | 0.00% | −200−91.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18 | $5.86K | 0.00% | +4+28.6% | Added |
| Crews Bank & Trust | 18 | $5.86K | 0.00% | +18 | New |
| Capital Advisors, Ltd. LLC | 18 | $6.00K | 0.00% | −1−5.3% | Reduced |
| Ancora Advisors, LLC | 19 | $6.18K | 0.00% | +19 | New |
| Whipplewood Advisors, LLC | 20 | $6.51K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 22 | $7.16K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 23 | $7.48K | 0.00% | +23 | New |
| Salomon & Ludwin, LLC | 23 | $7.56K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 25 | $8.13K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 26 | $8.46K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 29 | $9.44K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 32 | $10.4K | 0.00% | −415−92.8% | Reduced |
| Covestor Ltd | 34 | $11.0K | 0.01% | −26−43.3% | Reduced |
| Golden State Wealth Management, LLC | 36 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 41 | $13.3K | 0.00% | +7+20.6% | Added |
| Innovative Asset Advisors Group, LLC | 41 | $13.3K | 0.01% | +41 | New |
| Rossby Financial, LCC | 49 | $16.2K | 0.00% | +39+390.0% | Added |
| Owl Creek Wealth Partners LLC | 50 | $16.3K | 0.01% | +50 | New |
| Farmers & Merchants Investments Inc | 56 | $18.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 58 | $18.9K | 0.00% | +14+31.8% | Added |
| Kerr Financial Planning Corp | 59 | $19.1K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 57 | $19.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $20.2K | 0.00% | +18+40.9% | Added |
| CNB Bank | 64 | $20.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 64 | $20.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 66 | $21.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 66 | $21.5K | 0.00% | +24+57.1% | Added |
| Activest Wealth Management | 66 | $21.5K | 0.00% | +64+3,200.0% | Added |
| CX Institutional | 69 | $22.0K | 0.00% | +40+137.9% | Added |
| CVA Family Office, LLC | 68 | $22.1K | 0.00% | +63+1,260.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 70 | $22.8K | 0.01% | +70 | New |
| JPL Wealth Management, LLC | 72 | $23.4K | 0.01% | +72 | New |
| Eastern Bank | 73 | $23.8K | 0.00% | −48−39.7% | Reduced |
| Van Eck Associates Corp | 76 | $25.0K | 0.00% | +76 | New |
| Stone House Investment Management, LLC | 87 | $28.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 98 | $31.9K | 0.02% | +13+15.3% | Added |
| JFS Wealth Advisors, LLC | 100 | $32.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 102 | $33.2K | 0.00% | +10+10.9% | Added |
| Wealth Preservation Advisors, LLC | 102 | $33.2K | 0.03% | +102 | New |
| Huntington National Bank | 105 | $34.2K | 0.00% | −3−2.8% | Reduced |
| Harbour Investments, Inc. | 118 | $38.4K | 0.00% | +8+7.3% | Added |
| Roble, Belko & Company, Inc | 135 | $44.0K | 0.01% | −8−5.6% | Reduced |
| Mather Group, LLC. | 139 | $45.2K | 0.00% | +139 | New |
| Ares Financial Consulting, LLC | 159 | $52.6K | 0.04% | +139+695.0% | Added |
| Wellington-Altus USA Inc. | 169 | $53.5K | 0.03% | +25+17.4% | Added |