| VitalStone Financial, LLC | 1 | $0 | 0.00% | +1 | New |
| Comerica Bank | 23,336 | $8 | 0.00% | +23,336 | New |
| Sofos Investments, Inc. | 69 | $16 | 0.00% | +69 | New |
| Beacon Capital Management, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $139 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 5 | $347 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 6 | $417 | 0.00% | +6 | New |
| American National Bank | 7 | $486 | 0.00% | −108−93.9% | Reduced |
| True Wealth Design, LLC | 7 | $486 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7 | $492 | 0.00% | +7 | New |
| Global Retirement Partners, LLC | 9 | $625 | 0.00% | −403−97.8% | Reduced |
| Colonial Trust Advisors | 11 | $764 | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 12 | $833 | 0.00% | +12 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $902 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $903 | 0.00% | −46−78.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | +7+233.3% | Added |
| Avion Wealth | 23 | $1.00K | 0.00% | +23 | New |
| Caldwell Sutter Capital, Inc. | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 16 | $1.11K | 0.00% | +16 | New |
| Sutton Wealth Advisors Inc. | 21 | $1.46K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $1.46K | 0.00% | +6+40.0% | Added |
| Lee Financial Co | 23 | $1.60K | 0.00% | +4+21.1% | Added |
| Impact Partnership Wealth, LLC | 24 | $1.67K | 0.00% | +24 | New |
| Abound Wealth Management | 24 | $1.67K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 25 | $1.74K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.74K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $2.08K | 0.00% | +24+400.0% | Added |
| ICA Group Wealth Management, LLC | 31 | $2.15K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 33 | $2.29K | 0.00% | +10+43.5% | Added |
| Cary Street Partner Investment Advisory LLC | 35 | $2.43K | 0.00% | −5−12.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 37 | $2.60K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 40 | $2.78K | 0.00% | −39−49.4% | Reduced |
| Ridgewood Investments LLC | 43 | $2.97K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $2.98K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 45 | $3.12K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 45 | $3.12K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 47 | $3.26K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $3.47K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $3.47K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 51 | $3.54K | 0.00% | +5+10.9% | Added |
| Live Oak Investment Partners | – | $4.09K | 0.00% | – | – |
| Quent Capital, LLC | 63 | $4.37K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 70 | $4.86K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 70 | $4.86K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 66 | $5.00K | 0.00% | +66 | New |
| ORG Partners LLC | 70 | $5.00K | 0.00% | +70 | New |
| Allworth Financial LP | 73 | $5.07K | 0.00% | −121−62.4% | Reduced |
| Core Wealth Advisors, Inc. | 75 | $5.21K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 78 | $5.42K | 0.00% | −36−31.6% | Reduced |
| Baystate Wealth Management LLC | 82 | $5.70K | 0.00% | −94−53.4% | Reduced |
| Ancora Advisors, LLC | 85 | $5.90K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 80 | $6.00K | 0.00% | −1,144−93.5% | Reduced |
| Clearstead Advisors, LLC | 95 | $6.59K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 98 | $6.78K | 0.01% | +1+1.0% | Added |
| Wellington Shields Capital Management, LLC | 100 | $6.94K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 100 | $6.94K | 0.00% | +36+56.3% | Added |
| Smithfield Trust Co | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 110 | $7.64K | 0.00% | −50−31.3% | Reduced |
| Johnson Midwest Financial, LLC | 110 | $7.64K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 113 | $7.84K | 0.00% | −22−16.3% | Reduced |
| Central Bank & Trust Co | 125 | $8.68K | 0.00% | −8−6.0% | Reduced |
| Farmers & Merchants Investments Inc | 139 | $9.65K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 145 | $10.0K | 0.00% | +87+150.0% | Added |
| Jones Financial Companies LLLP | 146 | $10.1K | 0.00% | −84−36.5% | Reduced |
| Hoey Investments, Inc | 150 | $10.4K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 167 | $11.6K | 0.00% | +167 | New |
| Grove Bank & Trust | 180 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 188 | $13.1K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 200 | $13.9K | 0.01% | −1,450−87.9% | Reduced |
| Whittier Trust Co | 201 | $14.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 219 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 227 | $15.7K | 0.00% | +2+0.9% | Added |
| WealthPLAN Partners, LLC | 241 | $16.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 254 | $18.0K | 0.01% | −131−34.0% | Reduced |
| Carolinas Wealth Consulting LLC | 268 | $18.6K | 0.00% | −46−14.6% | Reduced |
| Front Row Advisors LLC | 268 | $19.0K | 0.01% | −4−1.5% | Reduced |
| Platinum Investment Management Ltd | 288 | $20.0K | 0.00% | −19,820−98.6% | Reduced |
| Harvest Fund Management Co., Ltd | 281 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 289 | $20.1K | 0.00% | −302−51.1% | Reduced |
| Motco | 290 | $20.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 310 | $21.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 317 | $22.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 319 | $22.1K | 0.00% | −60−15.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 348 | $24.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 365 | $25.3K | 0.01% | −175−32.4% | Reduced |
| Hantz Financial Services, Inc. | 369 | $26.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 378 | $26.2K | 0.01% | +246+186.4% | Added |
| Whittier Trust Co of Nevada Inc | 385 | $26.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 385 | $26.7K | 0.00% | −35−8.3% | Reduced |
| Desjardins Global Asset Management Inc. | 403 | $28.0K | 0.00% | +42+11.6% | Added |
| V-Square Quantitative Management LLC | 437 | $30.3K | 0.02% | +437 | New |
| AdvisorNet Financial, Inc | 475 | $33.0K | 0.00% | +1+0.2% | Added |
| Valley National Advisers Inc | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 517 | $35.9K | 0.00% | +53+11.4% | Added |
| S.A. Mason LLC | 500 | $36.2K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 523 | $36.3K | 0.00% | +10+1.9% | Added |