| Tortoise Investment Management, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $60 | 0.00% | +1 | New |
| Quent Capital, LLC | 1 | $60 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $121 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $181 | 0.00% | −32−91.4% | Reduced |
| Security National Bank | 3 | $181 | 0.00% | +3 | New |
| Turning Point Benefit Group, Inc. | 3 | $185 | 0.00% | +3 | New |
| Quarry LP | 4 | $242 | 0.00% | −51−92.7% | Reduced |
| Bryn Mawr Trust Co | 5 | $302 | 0.00% | −47−90.4% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $302 | 0.00% | +5 | New |
| Greykasell Wealth Strategies, Inc. | 7 | $423 | 0.00% | +7 | New |
| Frazier Financial Advisors, LLC | 8 | $484 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $484 | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 9 | $544 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 9 | $544 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $604 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 10 | $604 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 10 | $604 | 0.00% | +10 | New |
| Cromwell Holdings LLC | 10 | $605 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $650 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11 | $665 | 0.00% | −10−47.6% | Reduced |
| Accordant Advisory Group Inc | 11 | $665 | 0.00% | +11 | New |
| Transamerica Financial Advisors, Inc. | 12 | $725 | 0.00% | +12 | New |
| NBT Bank N A | 60 | $785 | 0.00% | +47+361.5% | Added |
| CVA Family Office, LLC | 15 | $906 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 15 | $907 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 16 | $967 | 0.00% | +16 | New |
| Smartleaf Asset Management LLC | 17 | $998 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 12 | $1.00K | 0.00% | +6+100.0% | Added |
| North Capital, Inc. | 19 | $1.15K | 0.00% | +1+5.6% | Added |
| HHM Wealth Advisors, LLC | 20 | $1.21K | 0.00% | −19−48.7% | Reduced |
| Massmutual Trust Co FSB | 23 | $1.39K | 0.00% | −59−72.0% | Reduced |
| MPWM Advisory Solutions, LLC | 23 | $1.39K | 0.00% | +23 | New |
| Atlantic Edge Private Wealth Management, LLC | 25 | $1.51K | 0.00% | +25 | New |
| JPL Wealth Management, LLC | 28 | $1.69K | 0.00% | +28 | New |
| Parkside Financial Bank & Trust | 32 | $1.93K | 0.00% | −26−44.8% | Reduced |
| Ameriflex Group, Inc. | 34 | $2.05K | 0.00% | +34 | New |
| Smallwood Wealth Investment Management, LLC | 35 | $2.11K | 0.00% | +9+34.6% | Added |
| Atlantic Trust, LLC | 37 | $2.24K | 0.00% | +37 | New |
| Heritage Wealth Advisors | 40 | $2.42K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 40 | $2.42K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $2.42K | 0.00% | +13+48.1% | Added |
| Estabrook Capital Management | 40 | $2.42K | 0.00% | +40 | New |
| NVWM, LLC | 42 | $2.54K | 0.00% | −1,873−97.8% | Reduced |
| Activest Wealth Management | 42 | $2.54K | 0.00% | +42 | New |
| Albion Financial Group | 42 | $2.54K | 0.00% | +42 | New |
| Bell Investment Advisors, Inc | 43 | $2.60K | 0.00% | −18−29.5% | Reduced |
| Bellevue Asset Management, LLC | 44 | $2.66K | 0.00% | +8+22.2% | Added |
| MCF Advisors LLC | 45 | $2.72K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Nisa Investment Advisors, LLC | 50 | $3.02K | 0.00% | −484−90.6% | Reduced |
| SOA Wealth Advisors, LLC. | 50 | $3.02K | 0.00% | −480−90.6% | Reduced |
| Central Trust Co | 50 | $3.02K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 50 | $3.02K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 51 | $3.08K | 0.00% | −32−38.6% | Reduced |
| Cheviot Value Management, LLC | 50 | $3.11K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 59 | $3.56K | 0.00% | +59 | New |
| Wall Street Access Asset Management, LLC | 60 | $3.63K | 0.00% | +60 | New |
| Crewe Advisors LLC | 60 | $3.63K | 0.00% | +60 | New |
| MV Capital Management, Inc. | 62 | $3.75K | 0.00% | +2+3.3% | Added |
| Farmers & Merchants Investments Inc | 69 | $4.17K | 0.00% | −95−57.9% | Reduced |
| Rossby Financial, LCC | 75 | $4.63K | 0.00% | −1,975−96.3% | Reduced |
| Private Trust Co NA | 91 | $5.50K | 0.00% | +52+133.3% | Added |
| First Horizon Corp | 96 | $5.80K | 0.00% | +96 | New |
| Armstrong Advisory Group, Inc | 96 | $5.80K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $6.04K | 0.00% | −300−75.0% | Reduced |
| Bulwark Capital Corp | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 105 | $6.35K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 107 | $6.46K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 107 | $6.46K | 0.00% | +107 | New |
| South State Corp. | 110 | $6.64K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 115 | $6.95K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 115 | $6.95K | 0.00% | +22+23.7% | Added |
| LRI Investments, LLC | 125 | $7.55K | 0.00% | −387−75.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 125 | $7.55K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 125 | $7.55K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 134 | $8.10K | 0.00% | −233−63.5% | Reduced |
| BFSG, LLC | 150 | $9.06K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 150 | $9.06K | 0.00% | +50+50.0% | Added |
| Princeton Global Asset Management LLC | 150 | $9.06K | 0.00% | +150 | New |
| Sterling Capital Management LLC | 151 | $9.12K | 0.00% | −2−1.3% | Reduced |
| Graney & King, LLC | 154 | $9.30K | 0.01% | +154 | New |
| Peregrine Capital Management LLC | 160 | $9.67K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 165 | $10.0K | 0.00% | −5−2.9% | Reduced |
| Umb Bank N A | 169 | $10.2K | 0.00% | −665−79.7% | Reduced |
| Anchor Investment Management, LLC | 175 | $10.6K | 0.00% | +175 | New |
| Steigerwald, Gordon & Koch Inc. | 200 | $12.1K | 0.00% | +200 | New |
| Optiver Holding B.V. | 213 | $12.9K | 0.00% | −9−4.1% | Reduced |
| Colonial Trust Co | 215 | $13.0K | 0.00% | +24+12.6% | Added |
| Whittier Trust Co | 242 | $15.4K | 0.00% | −215−47.0% | Reduced |
| Ancora Advisors, LLC | 266 | $16.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 275 | $16.6K | 0.00% | +210+323.1% | Added |
| EverSource Wealth Advisors, LLC | 300 | $18.1K | 0.00% | +238+383.9% | Added |
| Vision Financial Markets LLC | 300 | $18.1K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 308 | $18.6K | 0.00% | +29+10.4% | Added |
| DAGCO, Inc. | 310 | $18.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 332 | $20.1K | 0.00% | −1,184−78.1% | Reduced |
| Stone House Investment Management, LLC | 336 | $20.3K | 0.00% | +46+15.9% | Added |
| CoreCap Advisors, LLC | 361 | $21.8K | 0.00% | −20−5.2% | Reduced |
| Gables Capital Management Inc. | 400 | $24.2K | 0.01% | +400 | New |