| MidFirst Bank | 1,158 | $0 | 0.00% | +1,158 | New |
| Seneschal Advisors, LLC | 1 | $185 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $185 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $185 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $274 | 0.00% | +1 | New |
| Central Trust Co | 2 | $318 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $336 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 2 | $369 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $369 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $369 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $370 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $370 | 0.00% | +2 | New |
| Cullen/Frost Bankers, Inc. | 3 | $554 | 0.00% | +3 | New |
| Optima Capital LLC | 3 | $554 | 0.00% | +3 | New |
| 1015 Capital Partners, LLC | 3 | $554 | 0.00% | +3 | New |
| Caitlin John, LLC | 4 | $738 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 4 | $739 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $739 | 0.00% | +1+33.3% | Added |
| Spire Wealth Management | 4 | $814 | 0.00% | +4 | New |
| TD Capital Management LLC | 5 | $923 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $923 | 0.00% | +5 | New |
| Cedar Mountain Advisors, LLC | 5 | $923 | 0.00% | +5 | New |
| Basecamp Wealth Advisors LLC | 5 | $923 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.11K | 0.00% | +1+20.0% | Added |
| Montag A & Associates Inc | 7 | $1.28K | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $1.29K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7 | $1.29K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $1.55K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $1.66K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 10 | $1.80K | 0.00% | +10 | New |
| Berkshire Capital Holdings Inc | 10 | $1.85K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $1.85K | 0.00% | +1+11.1% | Added |
| Roble, Belko & Company, Inc | 9 | $2.00K | 0.00% | +8+800.0% | Added |
| Quent Capital, LLC | 11 | $2.03K | 0.00% | +11 | New |
| JNBA Financial Advisors | 12 | $2.21K | 0.00% | +12 | New |
| Optiver Holding B.V. | 13 | $2.40K | 0.00% | −196−93.8% | Reduced |
| N.E.W. Advisory Services LLC | 13 | $2.40K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 14 | $2.58K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $2.58K | 0.00% | +7+100.0% | Added |
| Elevated Capital Advisors, LLC | 14 | $2.58K | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 15 | $2.77K | 0.00% | +7+87.5% | Added |
| NBT Bank N A | 185 | $2.77K | 0.00% | +185 | New |
| Armstrong Advisory Group, Inc | 15 | $2.77K | 0.00% | +15 | New |
| Entrust Financial LLC | 15 | $2.77K | 0.00% | +15 | New |
| Activest Wealth Management | 16 | $2.95K | 0.00% | −57−78.1% | Reduced |
| Strategic Wealth Advisors LLC | 20 | $3.00K | 0.00% | +20 | New |
| Toronto Dominion Bank | 18 | $3.23K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 20 | $3.69K | 0.00% | +3+17.6% | Added |
| South State Corp. | 21 | $3.88K | 0.00% | +3+16.7% | Added |
| Cromwell Holdings LLC | 22 | $4.06K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $4.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $4.06K | 0.00% | +5+29.4% | Added |
| Transamerica Financial Advisors, Inc. | 22 | $4.06K | 0.00% | +14+175.0% | Added |
| CoreCap Advisors, LLC | 23 | $4.25K | 0.00% | +23 | New |
| Bogart Wealth, LLC | 24 | $4.43K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 24 | $4.43K | 0.00% | +8+50.0% | Added |
| CWM Advisors, LLC | 24 | $4.46K | 0.00% | +24 | New |
| IMA Wealth, Inc. | 25 | $4.61K | 0.00% | +25 | New |
| Wolff Wiese Magana LLC | 25 | $4.62K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 26 | $4.80K | 0.00% | +16+160.0% | Added |
| Atlantic Trust, LLC | 29 | $5.35K | 0.00% | +3+11.5% | Added |
| Estabrook Capital Management | 30 | $5.54K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $5.72K | 0.00% | +6+24.0% | Added |
| Hughes Financial Services, LLC | 32 | $5.91K | 0.00% | −2−5.9% | Reduced |
| Signature Equity Partners, LLC | 32 | $5.91K | 0.00% | +32 | New |
| Sachetta, LLC | 33 | $6.09K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 34 | $6.28K | 0.00% | +34 | New |
| Key Financial Inc | 35 | $6.46K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 39 | $7.20K | 0.00% | +4+11.4% | Added |
| Stone House Investment Management, LLC | 40 | $7.38K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 44 | $8.12K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 44 | $8.12K | 0.00% | +44 | New |
| Bayban | 44 | $8.12K | 0.01% | +44 | New |
| Tucker Asset Management LLC | 49 | $9.04K | 0.00% | +49 | New |
| Steigerwald, Gordon & Koch Inc. | 50 | $9.23K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 51 | $9.41K | 0.00% | −478−90.4% | Reduced |
| DV Trading LLC | 53 | $9.78K | 0.00% | +53 | New |
| Ameriflex Group, Inc. | 55 | $10.2K | 0.01% | −95−63.3% | Reduced |
| Princeton Global Asset Management LLC | 55 | $10.2K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 50 | $10.2K | 0.01% | +50 | New |
| Creative Financial Designs Inc | 56 | $10.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 58 | $10.7K | 0.00% | −30−34.1% | Reduced |
| McGuire Capital Advisors Inc | 64 | $11.8K | 0.01% | +64 | New |
| Banque Cantonale Vaudoise | 72 | $13.0K | 0.00% | +72 | New |
| Cornerstone Financial Management LLC | 74 | $13.7K | 0.01% | +74 | New |
| Sunbelt Securities, Inc. | 75 | $13.8K | 0.00% | −75−50.0% | Reduced |
| Brown Brothers Harriman & Co | 82 | $15.1K | 0.00% | +15+22.4% | Added |
| Hilton Head Capital Partners, LLC | 88 | $16.2K | 0.01% | +88 | New |
| Private Wealth Management Group, LLC | 88 | $16.2K | 0.00% | +5+6.0% | Added |
| Bare Financial Services, Inc | 89 | $16.4K | 0.00% | +14+18.7% | Added |
| T. Rowe Price Investment Management, Inc. | 90 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 95 | $17.5K | 0.01% | +72+313.0% | Added |
| Osbon Capital Management LLC | 96 | $17.7K | 0.02% | +96 | New |
| Investors Portfolio Services LLC | 98 | $18.2K | 0.02% | +98 | New |
| Costello Asset Management, INC | 100 | $18.5K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 107 | $19.7K | 0.01% | +6+5.9% | Added |
| Bell Investment Advisors, Inc | 107 | $19.7K | 0.00% | +36+50.7% | Added |
| Compagnie Lombard Odier SCmA | 110 | $20.3K | 0.00% | +110 | New |
