| Hollencrest Capital Management | 1,295 | $12.3K | 0.00% | +1,295 | New |
| Private Trust Co NA | 1,231 | $12.0K | 0.00% | +1,231 | New |
| Financial Perspectives, Inc | 1,244 | $11.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,141 | $10.9K | 0.00% | −1,400−55.1% | Reduced |
| Colonial Trust Advisors | 1,121 | $10.7K | 0.00% | +1,121 | New |
| EWG Elevate Inc. | 1,100 | $10.5K | 0.01% | +1,100 | New |
| Tradewinds Capital Management, LLC | 1,087 | $10.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,050 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,050 | $10.0K | 0.00% | −300−22.2% | Reduced |
| Mechanics Financial Corp | 1,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,112 | $10.0K | 0.01% | +812+270.7% | Added |
| New England Capital Financial Advisors LLC | 900 | $9.98K | 0.01% | +900 | New |
| JNBA Financial Advisors | 1,000 | $9.53K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,000 | $9.53K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $9.53K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,000 | $9.53K | 0.00% | +1,000 | New |
| Hantz Financial Services, Inc. | 915 | $9.00K | 0.00% | +55+6.4% | Added |
| Winch Advisory Services, LLC | 840 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 800 | $7.62K | 0.00% | +400+100.0% | Added |
| Farther Finance Advisors, LLC | 797 | $7.59K | 0.00% | +797 | New |
| Belvedere Trading LLC | 679 | $6.47K | 0.00% | +679 | New |
| Global Retirement Partners, LLC | 663 | $6.32K | 0.00% | +55+9.0% | Added |
| SOA Wealth Advisors, LLC. | 630 | $6.00K | 0.00% | −74−10.5% | Reduced |
| Covestor Ltd | 677 | $6.00K | 0.00% | +58+9.4% | Added |
| Hexagon Capital Partners LLC | 600 | $5.72K | 0.00% | +400+200.0% | Added |
| ICA Group Wealth Management, LLC | 550 | $5.24K | 0.00% | +550 | New |
| AdvisorNet Financial, Inc | 535 | $5.10K | 0.00% | −118−18.1% | Reduced |
| Bogart Wealth, LLC | 531 | $5.06K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 520 | $4.96K | 0.00% | −17−3.2% | Reduced |
| Rational Advisors LLC | 518 | $4.94K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 505 | $4.81K | 0.00% | +305+152.5% | Added |
| Fifth Third Bancorp | 500 | $4.76K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $4.76K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 500 | $4.76K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 500 | $4.76K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 475 | $4.53K | 0.00% | +115+31.9% | Added |
| Focused Wealth Management, Inc | 473 | $4.51K | 0.00% | −80−14.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 445 | $4.24K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 443 | $4.22K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 427 | $4.07K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 416 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 395 | $4.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $4.00K | 0.01% | +500 | New |
| Advanced Asset Management Advisors Inc | 417 | $3.97K | 0.00% | +417 | New |
| South State Corp. | 390 | $3.72K | 0.00% | +390 | New |
| Clearview Wealth Advisors LLC | 387 | $3.69K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 350 | $3.34K | 0.00% | +350 | New |
| Newbridge Financial Services Group, Inc. | 345 | $3.29K | 0.00% | −200−36.7% | Reduced |
| Ellevest, Inc. | 340 | $3.24K | 0.00% | −300−46.9% | Reduced |
| City State Bank | 310 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 300 | $3.00K | 0.00% | +300 | New |
| Lakewood Asset Management LLC | 300 | $3.00K | 0.00% | +300 | New |
| Koesten, Hirschmann & Crabtree, INC. | 311 | $2.96K | 0.00% | +311 | New |
| RWM Asset Management, LLC | 300 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 274 | $2.61K | 0.00% | −102−27.1% | Reduced |
| Tucker Asset Management LLC | 258 | $2.33K | 0.00% | −192−42.7% | Reduced |
| Valley National Advisers Inc | 269 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 131 | $2.00K | 0.00% | +31+31.0% | Added |
| Baldwin Brothers Inc | 200 | $1.91K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 200 | $1.91K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $1.91K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 200 | $1.91K | 0.00% | +100+100.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 200 | $1.91K | 0.00% | +200 | New |
| Sittner & Nelson, LLC | 166 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 160 | $1.49K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 142 | $1.35K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 130 | $1.24K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 150 | $1.24K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 130 | $1.24K | 0.00% | +130 | New |
| MinichMacGregor Wealth Management, LLC | 123 | $1.17K | 0.00% | +123 | New |
| JJJ Advisors Inc. | 100 | $1.14K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 110 | $1.05K | 0.00% | +5+4.8% | Added |
| JFS Wealth Advisors, LLC | 110 | $1.05K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 208 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 111 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 115 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 110 | $1.00K | 0.00% | +10+10.0% | Added |
| Avion Wealth | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 100 | $1.00K | 0.00% | +100 | New |
| Central Trust Co | 100 | $953 | 0.00% | −100−50.0% | Reduced |
| PFS Partners, LLC | 100 | $953 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $953 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 100 | $953 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 100 | $953 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 100 | $953 | 0.00% | +100 | New |
| Kelly Financial Services LLC | 85 | $813 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 81 | $772 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 80 | $762 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 60 | $572 | 0.00% | +60 | New |
| Pathway Financial Advisers, LLC | 50 | $477 | 0.00% | +50 | New |
| Quadrant Capital Group LLC | 36 | $343 | 0.00% | +25+227.3% | Added |
| Addison Advisors LLC | 31 | $295 | 0.00% | −700−95.8% | Reduced |
| RFP Financial Group LLC | 25 | $238 | 0.00% | +25 | New |
| Comerica Securities,inc. | 22 | $210 | 0.00% | +22 | New |
| Fiduciary Alliance LLC | 22 | $210 | 0.00% | +22 | New |
| Parkside Financial Bank & Trust | 21 | $200 | 0.00% | −762−97.3% | Reduced |
| Quent Capital, LLC | 20 | $191 | 0.00% | +20 | New |
| CIBC Private Wealth Group, LLC | 18,164 | $173 | 0.00% | +5,773+46.6% | Added |
| Antonetti Capital Management LLC | 17 | $159 | 0.00% | +17 | New |