| Roble, Belko & Company, Inc | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1 | $17 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $34 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2 | $34 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2 | $35 | 0.00% | +2 | New |
| Northwestern Mutual Wealth Management Co | 3 | $52 | 0.00% | −405−99.3% | Reduced |
| Main Street Group, LTD | 3 | $52 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $84 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5 | $86 | 0.00% | −14−73.7% | Reduced |
| Hager Investment Management Services, LLC | 6 | $103 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 6 | $103 | 0.00% | +6 | New |
| Transce3nd, LLC | 8 | $138 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $138 | 0.00% | +8 | New |
| Harbour Investments, Inc. | 10 | $172 | 0.00% | −2−16.7% | Reduced |
| Game Plan Financial Advisors, LLC | 10 | $172 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $172 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $173 | 0.00% | +10 | New |
| Bryn Mawr Trust Co | 12 | $207 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 13 | $224 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 13 | $233 | 0.00% | +8+160.0% | Added |
| FWL Investment Management, LLC | 15 | $258 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 17 | $293 | 0.00% | −20−54.1% | Reduced |
| NBT Bank N A | 18 | $310 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 19 | $328 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $344 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $344 | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 20 | $344 | 0.00% | +20 | New |
| Atticus Wealth Management, LLC | 20 | $345 | 0.00% | −29−59.2% | Reduced |
| Legacy Bridge, LLC | 20 | $345 | 0.00% | +20 | New |
| Central Trust Co | 22 | $379 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24 | $413 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 25 | $431 | 0.00% | +25 | New |
| Financially Speaking Inc | 27 | $465 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 28 | $482 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 28 | $482 | 0.00% | +28 | New |
| EverSource Wealth Advisors, LLC | 33 | $568 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 42 | $723 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 46 | $792 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $861 | 0.00% | −3,700−98.7% | Reduced |
| Optimum Investment Advisors | 50 | $861 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 52 | $895 | 0.00% | −19−26.8% | Reduced |
| Richardson Capital Management LLC | 58 | $999 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 40 | $1.00K | 0.00% | +40 | New |
| Plante Moran Financial Advisors, LLC | 70 | $1.21K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $1.21K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 74 | $1.27K | 0.00% | +12+19.4% | Added |
| Harbor Investment Advisory, LLC | 75 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 81 | $1.40K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 84 | $1.45K | 0.00% | +54+180.0% | Added |
| 1620 Investment Advisors, Inc. | 92 | $1.58K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 99 | $1.71K | 0.00% | −159−61.6% | Reduced |
| Strategic Investment Solutions, Inc. | 108 | $1.86K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 109 | $1.88K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 117 | $2.02K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 122 | $2.10K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $2.24K | 0.00% | – | – |
| Quent Capital, LLC | 135 | $2.33K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 153 | $2.63K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 163 | $2.81K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 167 | $2.88K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 170 | $2.93K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 169 | $2.98K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 180 | $3.10K | 0.00% | +180 | New |
| Hurley Capital, LLC | 190 | $3.27K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 200 | $3.44K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 203 | $3.50K | 0.00% | +203 | New |
| Whittier Trust Co | 207 | $3.56K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 219 | $3.77K | 0.00% | −100−31.3% | Reduced |
| Larson Financial Group LLC | 252 | $4.34K | 0.00% | −48−16.0% | Reduced |
| Sunbelt Securities, Inc. | 252 | $4.34K | 0.00% | +10+4.1% | Added |
| Geneos Wealth Management Inc. | 262 | $4.51K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 281 | $4.84K | 0.00% | −142−33.6% | Reduced |
| Clearstead Advisors, LLC | 282 | $4.86K | 0.00% | −92−24.6% | Reduced |
| US Bancorp | 301 | $5.18K | 0.00% | −150−33.3% | Reduced |
| American Capital Advisory, LLC | 302 | $5.20K | 0.00% | +102+51.0% | Added |
| Montag A & Associates Inc | 326 | $5.61K | 0.00% | −39−10.7% | Reduced |
| Bogart Wealth, LLC | 329 | $5.67K | 0.00% | −15−4.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 341 | $5.87K | 0.00% | −15−4.2% | Reduced |
| Albion Financial Group | 350 | $6.03K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $6.03K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 356 | $6.13K | 0.00% | +348+4,350.0% | Added |
| Security National Bank | 369 | $6.35K | 0.00% | +369 | New |
| WPG Advisers, LLC | 377 | $6.49K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 415 | $7.15K | 0.00% | +220+112.8% | Added |
| Farther Finance Advisors, LLC | 403 | $7.25K | 0.00% | +315+358.0% | Added |
| HM Payson & Co | 427 | $7.35K | 0.00% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 477 | $8.21K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 480 | $8.27K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 472 | $8.33K | 0.00% | +472 | New |
| Bank of America Corp | 497 | $8.56K | 0.00% | −2,564−83.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 501 | $8.63K | 0.00% | +501 | New |
| Moisand Fitzgerald Tamayo, LLC | 501 | $8.63K | 0.00% | +501 | New |
| Spectrum Wealth Counsel, LLC | 541 | $9.32K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 600 | $10.3K | 0.00% | +600 | New |
| Kiker Wealth Management, LLC | 609 | $10.5K | 0.01% | +609 | New |
| Sandy Spring Bank | 616 | $10.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 620 | $10.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 629 | $10.8K | 0.00% | +629 | New |
| BlackRock, Inc. | 635 | $10.9K | 0.00% | +635 | New |