| Bessemer Group Inc | 1 | $0 | 0.00% | −1,074−99.9% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | −1,041−99.5% | Reduced |
| Meeder Asset Management Inc | 1 | $8 | 0.00% | −231−99.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $53 | 0.00% | +7 | New |
| Ronald Blue Trust, Inc. | 8 | $61 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 9 | $69 | 0.00% | −44−83.0% | Reduced |
| Valued Wealth Advisors LLC | 9 | $69 | 0.00% | −35−79.5% | Reduced |
| HFM Investment Advisors, LLC | 10 | $76 | 0.00% | +2+25.0% | Added |
| Hallmark Capital Management Inc | 17 | $129 | 0.00% | −68−80.0% | Reduced |
| Evermay Wealth Management LLC | 19 | $145 | 0.00% | +19 | New |
| Rakuten Securities, Inc. | 24 | $182 | 0.00% | −1,534−98.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 25 | $190 | 0.00% | +25 | New |
| Assetmark, Inc | 36 | $274 | 0.00% | +36 | New |
| Kilter Group LLC | 45 | $342 | 0.00% | +45 | New |
| Kayne Anderson Rudnick Investment Management LLC | 46 | $350 | 0.00% | +46 | New |
| Strengthening Families & Communities, LLC | 45 | $370 | 0.00% | −110−71.0% | Reduced |
| Stone House Investment Management, LLC | 60 | $456 | 0.00% | +60 | New |
| Activest Wealth Management | 72 | $544 | 0.00% | +71+7,100.0% | Added |
| Raleigh Capital Management Inc. | 77 | $585 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 61 | $589 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 88 | $669 | 0.00% | +69+363.2% | Added |
| Blue Bell Private Wealth Management, LLC | 100 | $760 | 0.00% | −10−9.1% | Reduced |
| Cedar Mountain Advisors, LLC | 100 | $760 | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $760 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $760 | 0.00% | +100 | New |
| WFA of San Diego, LLC | 100 | $760 | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 104 | $791 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 125 | $950 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 191 | $1.00K | 0.00% | −132−40.9% | Reduced |
| Atlantic Trust, LLC | 132 | $1.00K | 0.00% | −550−80.6% | Reduced |
| Pacifica Partners Inc. | 150 | $1.11K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 148 | $1.13K | 0.00% | +97+190.2% | Added |
| Arlington Trust Co LLC | 150 | $1.14K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $1.52K | 0.00% | −400−66.7% | Reduced |
| Godsey & Gibb Associates | 200 | $1.52K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $1.52K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 200 | $1.52K | 0.00% | +200 | New |
| Ameritas Advisory Services, LLC | 211 | $1.60K | 0.00% | +211 | New |
| Private Wealth Management Group, LLC | 218 | $1.66K | 0.00% | −45−17.1% | Reduced |
| Boyd Watterson Asset Management LLC | 254 | $1.93K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 265 | $1.97K | 0.00% | −905−77.4% | Reduced |
| Ogorek Anthony Joseph | 307 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 271 | $2.06K | 0.00% | +220+431.4% | Added |
| AdvisorNet Financial, Inc | 285 | $2.17K | 0.00% | −30−9.5% | Reduced |
| Rosenberg Matthew Hamilton | 290 | $2.20K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 292 | $2.22K | 0.00% | +178+156.1% | Added |
| Binnacle Investments Inc | 300 | $2.28K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 245 | $2.43K | 0.00% | +245 | New |
| Anfield Capital Management, LLC | 335 | $2.55K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 340 | $2.58K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 351 | $2.67K | 0.00% | −295−45.7% | Reduced |
| MV Capital Management, Inc. | 358 | $2.72K | 0.00% | +251+234.6% | Added |
| True Wealth Design, LLC | 372 | $2.83K | 0.00% | −1,931−83.8% | Reduced |
| Farmers & Merchants Investments Inc | 385 | $2.93K | 0.00% | +45+13.2% | Added |
| Capital Analysts, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 425 | $3.23K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | $3.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 460 | $3.50K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 463 | $3.52K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 468 | $3.56K | 0.00% | −38−7.5% | Reduced |
| Financially Speaking Inc | 500 | $3.80K | 0.00% | +500 | New |
| Alerus Financial NA | 514 | $3.91K | 0.00% | +514 | New |
| Fortitude Family Office, LLC | 538 | $4.09K | 0.00% | +538 | New |
| Parkside Financial Bank & Trust | 575 | $4.37K | 0.00% | +172+42.7% | Added |
| WPG Advisers, LLC | 575 | $4.37K | 0.00% | +300+109.1% | Added |
| Strategic Wealth Partners, Ltd. | 581 | $4.42K | 0.00% | +581 | New |
| Olistico Wealth, LLC | 590 | $4.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 600 | $4.56K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 600 | $4.56K | 0.00% | +600 | New |
| CIBC Private Wealth Group, LLC | 607 | $4.61K | 0.00% | −93−13.3% | Reduced |
| Sound Income Strategies, LLC | 652 | $4.96K | 0.00% | +2+0.3% | Added |
| Bank of New Hampshire | 705 | $5.36K | 0.00% | −152−17.7% | Reduced |
| Beacon Capital Management, LLC | 754 | $5.73K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 900 | $6.84K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 910 | $6.92K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 914 | $6.95K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 985 | $7.49K | 0.01% | −16,154−94.3% | Reduced |
| Bangor Savings Bank | 1,000 | $7.60K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 1,000 | $7.60K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,000 | $7.60K | 0.00% | +1,000 | New |
| Coastal Investment Advisors, Inc. | 1,000 | $7.60K | 0.00% | +1,000 | New |
| Hilltop National Bank | 1,033 | $7.85K | 0.00% | +1,033 | New |
| Truvestments Capital LLC | 1,037 | $7.88K | 0.00% | −40−3.7% | Reduced |
| Creative Financial Designs Inc | 1,084 | $8.24K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,027 | $8.44K | 0.00% | +1,027 | New |
| Bogart Wealth, LLC | 1,132 | $8.60K | 0.00% | +132+13.2% | Added |
| Wellington Shields Capital Management, LLC | 1,171 | $8.90K | 0.00% | +1,171 | New |
| Mount Yale Investment Advisors, LLC | 1,217 | $9.25K | 0.00% | +1,217 | New |
| Rise Advisors, LLC | 1,429 | $10.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,445 | $11.0K | 0.00% | −1,520−51.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $11.4K | 0.00% | −2,000−57.1% | Reduced |
| WealthTrak Capital Management LLC | 1,600 | $12.2K | 0.01% | +1,600 | New |
| Deseret Mutual Benefit Administrators | 1,604 | $12.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,648 | $12.5K | 0.00% | +491+42.4% | Added |
| 1620 Investment Advisors, Inc. | 1,654 | $12.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,798 | $13.7K | 0.00% | −3,478−65.9% | Reduced |
| Hartford Financial Management Inc. | 1,800 | $13.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1,900 | $14.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,990 | $15.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,000 | $15.2K | 0.00% | 00.0% | Unchanged |