| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $536 | 0.00% | – | – |
| McCarthy Grittinger Financial Group, LLC | 1 | $537 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $1.00K | 0.00% | −20−95.2% | Reduced |
| Arcadia Investment Management Corp | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2 | $1.00K | 0.00% | +2 | New |
| Surevest, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Country Trust Bank | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 4 | $2.00K | 0.00% | +3+300.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $2.00K | 0.00% | +3 | New |
| Blue Bell Private Wealth Management, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Sargent Bickham Lagudis LLC | 3 | $2.00K | 0.00% | +3 | New |
| BDO Wealth Advisors, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Larson Financial Group LLC | 3 | $2.00K | 0.00% | +3 | New |
| Clearview Wealth Advisors LLC | 4 | $2.00K | 0.00% | +4 | New |
| Schubert & Co | 4 | $2.00K | 0.00% | +4 | New |
| Koshinski Asset Management, Inc. | 4 | $2.15K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $3.00K | 0.00% | −15−75.0% | Reduced |
| Creative Financial Designs Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 6 | $3.00K | 0.00% | +6 | New |
| Horan Securities, Inc. | 5 | $3.00K | 0.00% | +5 | New |
| Sierra Capital LLC | 6 | $3.00K | 0.00% | +6 | New |
| Stephens Consulting, LLC | 7 | $3.76K | 0.00% | +7 | New |
| Versant Capital Management, Inc | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 9 | $5.00K | 0.00% | +9 | New |
| Widmann Financial Services, Inc. | 10 | $5.00K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $6.00K | 0.00% | +5+83.3% | Added |
| TD Ameritrade Investment Management, LLC | 11 | $6.00K | 0.00% | +11 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 12 | $6.00K | 0.00% | +12 | New |
| Core Alternative Capital | 13 | $7.00K | 0.00% | +13 | New |
| Total Clarity Wealth Management, Inc. | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 15 | $8.00K | 0.00% | +15 | New |
| Washington Trust Co | 16 | $9.00K | 0.00% | −7−30.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 16 | $9.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $9.00K | 0.00% | +12+240.0% | Added |
| West Paces Advisors Inc. | 18 | $9.66K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 20 | $10.0K | 0.00% | +20 | New |
| Ahl Investment Management, Inc. | 19 | $10.0K | 0.01% | +19 | New |
| McIlrath & Eck, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 21 | $11.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $11.0K | 0.00% | +11+110.0% | Added |
| Albion Financial Group | 20 | $11.0K | 0.00% | +20 | New |
| Chilton Capital Management LLC | 21 | $11.0K | 0.00% | +21 | New |
| Sound Income Strategies, LLC | 20 | $11.0K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 21 | $11.3K | 0.00% | +5+31.3% | Added |
| Close Asset Management Ltd | 22 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25 | $13.0K | 0.00% | +25 | New |
| Patriot Financial Group Insurance Agency, LLC | 25 | $13.0K | 0.00% | +25 | New |
| Ten Capital Wealth Advisors, LLC | 25 | $13.0K | 0.01% | +25 | New |
| Outfitter Financial LLC | 25 | $13.0K | 0.01% | +25 | New |
| Delos Wealth Advisors, LLC | 25 | $13.0K | 0.01% | +25 | New |
| TSFG, LLC | 26 | $14.0K | 0.00% | −119−82.1% | Reduced |
| Allworth Financial LP | 27 | $14.0K | 0.00% | −8−22.9% | Reduced |
| Institutional & Family Asset Management, LLC | 26 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 30 | $16.0K | 0.00% | −1−3.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 30 | $16.0K | 0.00% | +30 | New |
| RGT Wealth Advisors, LLC | 30 | $16.0K | 0.00% | +30 | New |
| Focused Wealth Management, Inc | 32 | $17.0K | 0.00% | +2+6.7% | Added |
| FSB Premier Wealth Management, Inc. | 32 | $17.0K | 0.01% | +32 | New |
| Earnest Partners LLC | 33 | $18.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $18.0K | 0.00% | +4+13.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 34 | $18.0K | 0.00% | +34 | New |
| EverSource Wealth Advisors, LLC | 34 | $18.0K | 0.01% | +34 | New |
| BIT Capital GmbH | 34 | $18.3K | 0.00% | +34 | New |
| Private Ocean, LLC | 35 | $19.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 35 | $19.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $19.0K | 0.01% | +3+9.4% | Added |
| Trust Co of Vermont | 36 | $19.0K | 0.00% | +36 | New |
| Smithfield Trust Co | 40 | $21.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $21.0K | 0.00% | +3+8.1% | Added |
| Whittier Trust Co of Nevada Inc | 40 | $21.0K | 0.00% | +27+207.7% | Added |
| Bivin & Associates, Inc. | 40 | $21.0K | 0.02% | +40 | New |
| Kings Point Capital Management | 41 | $22.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 41 | $22.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 44 | $24.0K | 0.01% | +44 | New |
| Eagle Bay Advisors LLC | 46 | $25.0K | 0.02% | −70−60.3% | Reduced |
| Rise Advisors, LLC | 48 | $25.8K | 0.02% | +48 | New |
| FinTrust Capital Advisors, LLC | 50 | $27.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 50 | $27.0K | 0.01% | 00.0% | Unchanged |