| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $78 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $157 | 0.00% | +2 | New |
| Global Assets Advisory, LLC | 17,649 | $227 | 0.01% | +17,649 | New |
| Sofos Investments, Inc. | 4 | $313 | 0.00% | −15−78.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5 | $393 | 0.00% | +5 | New |
| Jamison Private Wealth Management, Inc. | 5 | $393 | 0.00% | +5 | New |
| REAP Financial Group, LLC | 6 | $471 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $706 | 0.00% | +1+12.5% | Added |
| Tradewinds Capital Management, LLC | 10 | $785 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 11 | $863 | 0.00% | −51−82.3% | Reduced |
| Cedar Wealth Management, LLC | 11 | $863 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 11 | $864 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 12 | $942 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $1.10K | 0.00% | −184−92.9% | Reduced |
| FRG Family Wealth Advisors LLC | 17 | $1.24K | 0.00% | +17 | New |
| Evermay Wealth Management LLC | 16 | $1.26K | 0.00% | −5−23.8% | Reduced |
| SRS Capital Advisors, Inc. | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 18 | $1.41K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 18 | $1.41K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 18 | $1.41K | 0.00% | +18 | New |
| Cullen/Frost Bankers, Inc. | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 22 | $1.73K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 23 | $1.80K | 0.00% | −51−68.9% | Reduced |
| Wolff Wiese Magana LLC | 25 | $1.96K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 30 | $2.35K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 38 | $2.40K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $2.60K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $2.75K | 0.00% | −15−30.0% | Reduced |
| NewSquare Capital LLC | 37 | $2.90K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 38 | $3.00K | 0.00% | −44−53.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 36 | $3.00K | 0.03% | −2,019−98.2% | Reduced |
| Financial Management Professionals, Inc. | 34 | $3.00K | 0.00% | −46−57.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 40 | $3.14K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 42 | $3.24K | 0.00% | +42 | New |
| Moisand Fitzgerald Tamayo, LLC | 42 | $3.30K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 42 | $3.31K | 0.00% | +7+20.0% | Added |
| Laffer Tengler Investments | 44 | $3.45K | 0.00% | +44 | New |
| Trust Co of Vermont | 45 | $3.53K | 0.00% | −6−11.8% | Reduced |
| Washington Trust Co | 45 | $3.53K | 0.00% | −1−2.2% | Reduced |
| SJS Investment Consulting Inc. | 45 | $3.53K | 0.00% | −1−2.2% | Reduced |
| First Manhattan Co | 44 | $3.61K | 0.00% | −1−2.2% | Reduced |
| Your Advocates Ltd., LLP | 47 | $3.69K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 47 | $3.69K | 0.00% | +47 | New |
| Activest Wealth Management | 51 | $4.00K | 0.00% | +51 | New |
| Raffa Wealth Management, LLC | 52 | $4.08K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 61 | $4.79K | 0.00% | +3+5.2% | Added |
| Valued Wealth Advisors LLC | 62 | $4.87K | 0.00% | +28+82.4% | Added |
| Continuum Advisory, LLC | 66 | $5.13K | 0.00% | +66 | New |
| Prestige Wealth Management Group LLC | 72 | $5.65K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 74 | $5.81K | 0.00% | +45+155.2% | Added |
| Voisard Asset Management Group, Inc. | 77 | $6.04K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 78 | $6.07K | 0.00% | −1−1.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 79 | $6.20K | 0.00% | +79 | New |
| CGC Financial Services, LLC | 82 | $6.43K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 84 | $6.59K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 85 | $6.67K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 88 | $6.91K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 95 | $7.00K | 0.00% | +15+18.8% | Added |
| Avion Wealth | 86 | $7.00K | 0.00% | +17+24.6% | Added |
| Northwest Capital Management Inc | 90 | $7.06K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 90 | $7.06K | 0.00% | +90 | New |
| RFP Financial Group LLC | 91 | $7.14K | 0.00% | +35+62.5% | Added |
| Hexagon Capital Partners LLC | 92 | $7.22K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 96 | $7.53K | 0.00% | +96 | New |
| Kayne Anderson Rudnick Investment Management LLC | 99 | $7.81K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $7.85K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $7.85K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $7.85K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 101 | $7.93K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 110 | $8.11K | 0.00% | +25+29.4% | Added |
| Center for Financial Planning, Inc. | 106 | $8.32K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 118 | $9.26K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 122 | $9.57K | 0.00% | −55−31.1% | Reduced |
| Private Wealth Management Group, LLC | 136 | $10.7K | 0.00% | +46+51.1% | Added |
| FSA Wealth Management LLC | 140 | $11.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 149 | $11.7K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $11.8K | 0.01% | −50−25.0% | Reduced |
| NBC Securities, Inc. | 165 | $12.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 160 | $12.6K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 166 | $13.0K | 0.01% | +84+102.4% | Added |
| Retirement Group, LLC | 171 | $13.4K | 0.00% | −33−16.2% | Reduced |
| Versant Capital Management, Inc | 173 | $13.6K | 0.00% | +12+7.5% | Added |
| First Community Trust NA | 178 | $14.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 175 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 179 | $14.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 182 | $14.3K | 0.00% | −195−51.7% | Reduced |
| Sittner & Nelson, LLC | 186 | $14.6K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 186 | $14.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 192 | $15.1K | 0.00% | +38+24.7% | Added |
| First Financial Corp | 194 | $15.2K | 0.01% | +159+454.3% | Added |
| Independence Bank of Kentucky | 196 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 200 | $15.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 207 | $16.2K | 0.01% | +207 | New |