| Hazlett, Burt & Watson, Inc. | 300 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 261 | $0 | 0.00% | +261 | New |
| Avion Wealth | 100 | $0 | 0.00% | +100 | New |
| Winthrop Capital Management, LLC | 90 | $0 | 0.00% | +90 | New |
| Comerica Bank | 2 | $1 | 0.00% | −2,163−99.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 5 | $3 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 8 | $4 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 6 | $4 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 12 | $8 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 16 | $10 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 17 | $10 | 0.00% | +17 | New |
| Assetmark, Inc | 18 | $11 | 0.00% | +18 | New |
| Sunbelt Securities, Inc. | 30 | $18 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 49 | $30 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 50 | $30 | 0.00% | +50 | New |
| Estabrook Capital Management | 60 | $36 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 77 | $51 | 0.00% | +77 | New |
| Ridgewood Investments LLC | 87 | $53 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 100 | $61 | 0.00% | −2,509−96.2% | Reduced |
| Hurley Capital, LLC | 100 | $61 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 100 | $61 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $61 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 110 | $66 | 0.00% | 00.0% | Unchanged |
| American National Bank | 111 | $67 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 110 | $67 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 166 | $100 | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 23,966 | $101 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 195 | $118 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 200 | $119 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 200 | $121 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $121 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 228 | $138 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 225 | $138 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 131 | $141 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 250 | $151 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 260 | $157 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 295 | $178 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 334 | $179 | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 300 | $181 | 0.00% | +300 | New |
| Wealth Preservation Advisors, LLC | 300 | $182 | 0.00% | +300 | New |
| Smartleaf Asset Management LLC | 300 | $185 | 0.00% | −1,213−80.2% | Reduced |
| City State Bank | 310 | $188 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 311 | $189 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 318 | $193 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 325 | $197 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 400 | $242 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 417 | $252 | 0.00% | +193+86.2% | Added |
| Sound Income Strategies, LLC | 420 | $254 | 0.00% | +300+250.0% | Added |
| Boston Private Wealth LLC | 489 | $296 | 0.00% | +489 | New |
| Clearstead Advisors, LLC | 500 | $303 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 500 | $303 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 500 | $305 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 518 | $313 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 534 | $323 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 570 | $345 | 0.00% | +570 | New |
| Eukles Asset Management | 585 | $354 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 585 | $354 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 627 | $379 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 700 | $424 | 0.00% | +700 | New |
| Natixis | 841 | $481 | 0.00% | −500,378−99.8% | Reduced |
| Rise Advisors, LLC | 796 | $482 | 0.00% | +796 | New |
| Coldstream Capital Management Inc | 820 | $497 | 0.00% | +820 | New |
| Runnymede Capital Advisors, Inc. | 863 | $522 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 875 | $531 | 0.00% | −100−10.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 905 | $555 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $605 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $605 | 0.00% | +1,000 | New |
| MAI Capital Management | 1,050 | $636 | 0.00% | −100−8.7% | Reduced |
| Salem Investment Counselors Inc | 1,050 | $636 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,142 | $691 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,300 | $787 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,310 | $799 | 0.00% | −4−0.3% | Reduced |
| Allworth Financial LP | 1,358 | $894 | 0.00% | +15+1.1% | Added |
| Hartford Financial Management Inc. | 1,500 | $908 | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,524 | $922 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,675 | $1.01K | 0.00% | −100−5.6% | Reduced |
| Rothschild Investment LLC | 1,710 | $1.03K | 0.00% | −40−2.3% | Reduced |
| Spire Wealth Management | 1,714 | $1.04K | 0.00% | −21−1.2% | Reduced |
| Farther Finance Advisors, LLC | 1,849 | $1.12K | 0.00% | +998+117.3% | Added |
| HM Payson & Co | 2,000 | $1.21K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 2,000 | $1.21K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,070 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,100 | $1.27K | 0.00% | +1,970+1,515.4% | Added |
| Harbour Investments, Inc. | 2,195 | $1.33K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,760 | $1.67K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,386 | $2.05K | 0.00% | −2,369−41.2% | Reduced |
| IFP Advisors, Inc | 3,508 | $2.12K | 0.00% | −136−3.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,800 | $2.30K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4,002 | $2.42K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,020 | $2.43K | 0.00% | −3,805−48.6% | Reduced |
| US Bancorp | 4,023 | $2.43K | 0.00% | −5,615−58.3% | Reduced |
| Nisa Investment Advisors, LLC | 4,214 | $2.55K | 0.00% | +2,658+170.8% | Added |
| EverSource Wealth Advisors, LLC | 4,621 | $2.80K | 0.00% | +4,338+1,532.9% | Added |
| Van Eck Associates Corp | 4,482 | $3.00K | 0.00% | +7+0.2% | Added |
| True Wealth Design, LLC | 5,234 | $3.17K | 0.00% | +5,234 | New |
| N.E.W. Advisory Services LLC | 5,514 | $3.34K | 0.00% | +5,514 | New |
| Hexagon Capital Partners LLC | 6,200 | $3.75K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6,786 | $4.00K | 0.00% | −201−2.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,050 | $5.48K | 0.00% | +9,050 | New |