| NBC Securities, Inc. | 1 | $80 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $81 | 0.00% | −360−99.7% | Reduced |
| Manchester Capital Management LLC | 2 | $162 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $162 | 0.00% | +2 | New |
| Security National Bank | 3 | $243 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 3 | $243 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 5 | $405 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5 | $405 | 0.00% | +5 | New |
| Glass Jacobson Investment Advisors llc | 5 | $405 | 0.00% | +5 | New |
| CVA Family Office, LLC | 6 | $485 | 0.00% | +6 | New |
| Golden State Equity Partners | 6 | $485 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $518 | 0.00% | +4+200.0% | Added |
| Greykasell Wealth Strategies, Inc. | 7 | $566 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 7 | $566 | 0.00% | +7 | New |
| IMA Wealth, Inc. | 8 | $647 | 0.00% | +8 | New |
| Frazier Financial Advisors, LLC | 8 | $648 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $728 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $801 | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 10 | $809 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $809 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 11 | $890 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 11 | $890 | 0.00% | +11 | New |
| Avion Wealth | 17 | $1.00K | 0.00% | +7+70.0% | Added |
| Root Financial Partners, LLC | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 13 | $1.05K | 0.00% | +13 | New |
| Rothschild Investment LLC | 14 | $1.13K | 0.00% | +11+366.7% | Added |
| Central Trust Co | 15 | $1.21K | 0.00% | +15 | New |
| Creative Financial Designs Inc | 15 | $1.21K | 0.00% | +15 | New |
| North Star Investment Management Corp. | 16 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $1.29K | 0.00% | +9+128.6% | Added |
| Ameriflex Group, Inc. | 17 | $1.38K | 0.00% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 18 | $1.44K | 0.00% | +18 | New |
| Cromwell Holdings LLC | 18 | $1.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $1.54K | 0.00% | +19 | New |
| HHM Wealth Advisors, LLC | 20 | $1.62K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 20 | $1.62K | 0.00% | +20 | New |
| Hamrick Investment Counsel, llc | 24 | $1.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 25 | $2.02K | 0.00% | −1−3.8% | Reduced |
| Principia Wealth Advisory, LLC | 26 | $2.10K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 24 | $2.14K | 0.00% | +24 | New |
| JPL Wealth Management, LLC | 28 | $2.27K | 0.00% | +28 | New |
| RMG Wealth Management LLC | 29 | $2.32K | 0.00% | +29 | New |
| Owl Creek Wealth Partners LLC | 30 | $2.43K | 0.00% | +30 | New |
| Private Wealth Management Group, LLC | 35 | $2.83K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 36 | $2.91K | 0.00% | +36 | New |
| Cheviot Value Management, LLC | 40 | $3.24K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $3.24K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $3.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $3.48K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 43 | $3.48K | 0.00% | −16−27.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 48 | $3.88K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $4.04K | 0.00% | −100−66.7% | Reduced |
| SOA Wealth Advisors, LLC. | 50 | $4.04K | 0.00% | −50−50.0% | Reduced |
| Morton Brown Family Wealth, LLC | 50 | $4.04K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 51 | $4.13K | 0.00% | −25−32.9% | Reduced |
| SJS Investment Consulting Inc. | 53 | $4.29K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 55 | $4.45K | 0.00% | −1,931−97.2% | Reduced |
| Atlantic Trust, LLC | 58 | $4.69K | 0.00% | +1+1.8% | Added |
| Ronald Blue Trust, Inc. | 62 | $4.98K | 0.00% | +62 | New |
| NVWM, LLC | 62 | $5.02K | 0.00% | +8+14.8% | Added |
| Wall Street Access Asset Management, LLC | 60 | $5.05K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 63 | $5.10K | 0.00% | +63 | New |
| Crewe Advisors LLC | 67 | $5.42K | 0.00% | +7+11.7% | Added |
| Rossby Financial, LCC | 74 | $5.93K | 0.00% | +45+155.2% | Added |
| Benson Wealth Management INC | 79 | $6.39K | 0.01% | −445−84.9% | Reduced |
| Smartleaf Asset Management LLC | 84 | $6.46K | 0.00% | −24−22.2% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $6.47K | 0.00% | +4+5.3% | Added |
| Arlington Trust Co LLC | 81 | $6.55K | 0.00% | +81 | New |
| MV Capital Management, Inc. | 83 | $6.71K | 0.00% | +1+1.2% | Added |
| Elequin Capital LP | 85 | $6.88K | 0.00% | +85 | New |
| Estabrook Capital Management | 100 | $8.09K | 0.00% | +20+25.0% | Added |
| SWAN Capital LLC | 100 | $8.09K | 0.00% | +100 | New |
| Transamerica Financial Advisors, Inc. | 105 | $8.49K | 0.00% | +48+84.2% | Added |
| Hollencrest Capital Management | 108 | $8.74K | 0.00% | −24−18.2% | Reduced |
| TD Waterhouse Canada Inc. | 110 | $8.79K | 0.00% | +100+1,000.0% | Added |
| Cullen/Frost Bankers, Inc. | 109 | $8.82K | 0.00% | +70+179.5% | Added |
| Newbridge Financial Services Group, Inc. | 110 | $8.90K | 0.00% | −200−64.5% | Reduced |
| South State Corp. | 110 | $8.90K | 0.00% | −24−17.9% | Reduced |
| Harbor Investment Advisory, LLC | 115 | $9.30K | 0.00% | −400−77.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 125 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 133 | $10.8K | 0.00% | −52−28.1% | Reduced |
| MCF Advisors LLC | 141 | $11.4K | 0.00% | +96+213.3% | Added |
| BFSG, LLC | 150 | $12.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 153 | $12.4K | 0.00% | +28+22.4% | Added |
| Graney & King, LLC | 154 | $12.5K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 160 | $12.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 165 | $13.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 168 | $13.6K | 0.00% | +29+20.9% | Added |
| Anchor Investment Management, LLC | 175 | $14.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 186 | $15.3K | 0.00% | +27+17.0% | Added |
| Parkside Financial Bank & Trust | 195 | $15.8K | 0.00% | +39+25.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 200 | $16.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 213 | $17.2K | 0.00% | +12+6.0% | Added |
| Aventura Private Wealth, LLC | 223 | $18.0K | 0.01% | +116+108.4% | Added |
| WPG Advisers, LLC | 250 | $20.2K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 266 | $21.5K | 0.00% | +11+4.3% | Added |
| Salomon & Ludwin, LLC | 272 | $21.7K | 0.00% | 00.0% | Unchanged |