| Lowe Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $0 | 0.00% | +1 | New |
| Estabrook Capital Management | 12 | $909 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.00K | 0.00% | −600−97.9% | Reduced |
| Trustcore Financial Services, LLC | 10 | $1.00K | 0.00% | −300−96.8% | Reduced |
| Gemmer Asset Management LLC | 12 | $1.00K | 0.00% | −13−52.0% | Reduced |
| Fieldpoint Private Securities, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.00K | 0.00% | −4−30.8% | Reduced |
| JJJ Advisors Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Horan Securities, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Ford Financial Group, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Masso Torrence Wealth Management Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Shore Point Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 14 | $1.00K | 0.00% | +14 | New |
| FSC Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Exane Derivatives | 20 | $1.52K | 0.00% | −900−97.8% | Reduced |
| McIlrath & Eck, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 20 | $2.00K | 0.00% | +20 | New |
| C M Bidwell & Associates Ltd | 25 | $2.00K | 0.00% | +25 | New |
| Lindbrook Capital, LLC | 20 | $2.00K | 0.00% | +20 | New |
| West Paces Advisors Inc. | 35 | $2.65K | 0.00% | +35 | New |
| Asset Dedication, LLC | 33 | $3.00K | 0.00% | −135−80.4% | Reduced |
| Dividend Assets Capital, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 44 | $3.00K | 0.00% | +7+18.9% | Added |
| EverSource Wealth Advisors, LLC | 34 | $3.00K | 0.00% | +34 | New |
| SJS Investment Consulting Inc. | 34 | $3.00K | 0.00% | +34 | New |
| CoreCap Advisors, LLC | 42 | $3.00K | 0.00% | +42 | New |
| Tilia Fiduciary Partners, Inc. | 42 | $3.00K | 0.00% | +42 | New |
| Toth Financial Advisory Corp | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 46 | $4.00K | 0.00% | +1+2.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 50 | $4.00K | 0.00% | +50 | New |
| Rise Advisors, LLC | 60 | $4.55K | 0.00% | +60 | New |
| Lee Financial Co | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 68 | $5.00K | 0.00% | +18+36.0% | Added |
| Signet Financial Management, LLC | 61 | $5.00K | 0.00% | +61 | New |
| Ahrens Investment Partners LLC | 65 | $5.00K | 0.00% | +65 | New |
| Sofos Investments, Inc. | 76 | $6.00K | 0.00% | +76 | Added |
| HM Payson & Co | 80 | $6.00K | 0.00% | −25−23.8% | Reduced |
| Pflug Koory, LLC | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 81 | $6.00K | 0.00% | +81 | New |
| Asset Management One Co.,Ltd. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 88 | $7.00K | 0.00% | +88 | New |
| Amplius Wealth Advisors, LLC | 99 | $7.00K | 0.00% | +99 | New |
| Gould Capital, LLC | 90 | $7.00K | 0.00% | +90 | New |
| Caldwell Trust Co | 100 | $7.58K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $8.00K | 0.00% | −100−50.0% | Reduced |
| Allworth Financial LP | 112 | $8.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 110 | $8.00K | 0.00% | +50+83.3% | Added |
| Disciplined Investments, LLC | 112 | $8.00K | 0.00% | +112 | New |
| Wolff Wiese Magana LLC | 125 | $9.00K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 113 | $9.00K | 0.00% | +113 | New |
| Sargent Bickham Lagudis LLC | 129 | $10.0K | 0.00% | +97+303.1% | Added |
| Anfield Capital Management, LLC | 136 | $10.0K | 0.00% | +125+1,136.4% | Added |
| Anchor Investment Management, LLC | 140 | $10.6K | 0.00% | +100+250.0% | Added |
| Baldwin Brothers Inc | 147 | $11.0K | 0.00% | −250−63.0% | Reduced |
| Old North State Trust, LLC | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 145 | $11.0K | 0.00% | +58+66.7% | Added |
| Global Retirement Partners, LLC | 157 | $12.0K | 0.01% | −250−61.4% | Reduced |
| Tradition Wealth Management, LLC | 160 | $12.0K | 0.00% | −100−38.5% | Reduced |
| Dark Forest Capital Management LP | 160 | $12.0K | 0.00% | +160 | New |
| Steward Financial Group LLC | 165 | $12.0K | 0.01% | +165 | New |
| Fortitude Advisory Group L.L.C. | 151 | $12.0K | 0.01% | +151 | New |
| Brewin Dolphin Ltd | 170 | $13.0K | 0.00% | −350−67.3% | Reduced |
| Massmutual Trust Co FSB | 178 | $13.0K | 0.00% | −120−40.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 200 | $15.0K | 0.00% | −15,676−98.7% | Reduced |
| Whittier Trust Co | 199 | $15.0K | 0.00% | −924−82.3% | Reduced |
| Northern Oak Wealth Management Inc | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $15.0K | 0.00% | +200 | New |
| Tyler-Stone Wealth Management | 200 | $15.0K | 0.01% | +200 | New |
| Carroll Financial Associates, Inc. | 225 | $17.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 229 | $17.0K | 0.00% | +103+81.7% | Added |
| HC Financial Advisors Inc | 250 | $19.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 245 | $19.0K | 0.00% | +200+444.4% | Added |
| Albion Financial Group | 269 | $20.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 285 | $21.6K | 0.00% | +225+375.0% | Added |
| Clearstead Advisors, LLC | 294 | $22.0K | 0.00% | −46−13.5% | Reduced |