| Centerpoint Advisors, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $47 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2 | $47 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 3 | $71 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 5 | $119 | 0.00% | +5 | New |
| Hager Investment Management Services, LLC | 6 | $142 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 6 | $230 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 10 | $237 | 0.00% | −625−98.4% | Reduced |
| Harbour Investments, Inc. | 10 | $237 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 10 | $237 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $237 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $237 | 0.00% | +7+233.3% | Added |
| Hartford Financial Management Inc. | 10 | $238 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $238 | 0.00% | +10 | New |
| Bryn Mawr Trust Co | 12 | $285 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 13 | $294 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 13 | $309 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 17 | $403 | 0.00% | −11−39.3% | Reduced |
| NBT Bank N A | 18 | $427 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 19 | $451 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $474 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $474 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 20 | $475 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 20 | $475 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 21 | $498 | 0.00% | +21 | New |
| Central Trust Co | 22 | $522 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24 | $569 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $617 | 0.00% | −7−21.2% | Reduced |
| Financially Speaking Inc | 27 | $640 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 28 | $664 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 37 | $878 | 0.00% | −33−47.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 42 | $996 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $1.00K | 0.00% | +37+284.6% | Added |
| South State Corp. | 46 | $1.09K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 27 | $1.15K | 0.00% | +27 | New |
| Optimum Investment Advisors | 50 | $1.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $1.19K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 52 | $1.23K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 55 | $1.30K | 0.00% | −271−83.1% | Reduced |
| Richardson Capital Management LLC | 58 | $1.38K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 62 | $1.47K | 0.00% | −30−32.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 93 | $1.60K | 0.00% | +93 | New |
| Manchester Capital Management LLC | 70 | $1.66K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 75 | $1.78K | 0.00% | −6−7.4% | Reduced |
| Harbor Investment Advisory, LLC | 75 | $1.78K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 76 | $1.80K | 0.00% | +2+2.7% | Added |
| Park Square Financial Group, LLC | 84 | $1.99K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 95 | $2.00K | 0.00% | +55+137.5% | Added |
| Family Legacy Financial Solutions, LLC | 87 | $2.06K | 0.00% | +87 | New |
| SOA Wealth Advisors, LLC. | 91 | $2.16K | 0.00% | −31−25.4% | Reduced |
| SRS Capital Advisors, Inc. | 99 | $2.35K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 108 | $2.56K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 109 | $2.59K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 125 | $2.96K | 0.00% | +125 | New |
| Westend Capital Management, LLC | 125 | $2.96K | 0.00% | +125 | New |
| Huntington National Bank | – | $3.08K | 0.00% | – | – |
| Hollencrest Capital Management | 153 | $3.63K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 163 | $3.87K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 163 | $3.87K | 0.00% | +163 | New |
| Silicon Valley Capital Partners | 169 | $4.01K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 180 | $4.27K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 190 | $4.51K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 200 | $4.74K | 0.00% | −429−68.2% | Reduced |
| Whittier Trust Co | 207 | $4.91K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 254 | $6.03K | 0.00% | −8−3.1% | Reduced |
| US Bancorp | 276 | $6.55K | 0.00% | −25−8.3% | Reduced |
| North Star Investment Management Corp. | 281 | $6.67K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 282 | $6.69K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 302 | $7.16K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 242 | $7.62K | 0.00% | −10−4.0% | Reduced |
| Bogart Wealth, LLC | 329 | $7.80K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 341 | $8.09K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 341 | $8.09K | 0.00% | −74−17.8% | Reduced |
| Albion Financial Group | 350 | $8.30K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $8.30K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 356 | $8.44K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 369 | $8.75K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 377 | $8.94K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 420 | $9.96K | 0.00% | +17+4.2% | Added |
| HM Payson & Co | 427 | $10.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 441 | $10.5K | 0.00% | +189+75.0% | Added |
| GWM Advisors LLC | 480 | $11.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 485 | $11.5K | 0.00% | −745−60.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 501 | $11.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 501 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 566 | $13.4K | 0.00% | +566 | New |
| Kiker Wealth Management, LLC | 609 | $14.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 616 | $14.6K | 0.00% | +616 | New |
| Private Wealth Management Group, LLC | 620 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 638 | $15.0K | 0.00% | +638 | New |
| Strategic Wealth Partners, Ltd. | 648 | $15.4K | 0.00% | +648 | New |
| Horizon Kinetics Asset Management LLC | 665 | $15.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 695 | $16.5K | 0.00% | −190−21.5% | Reduced |
| The PNC Financial Services Group, Inc. | 705 | $16.7K | 0.00% | +486+221.9% | Added |
| Nkcfo LLC | 700 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 781 | $18.5K | 0.00% | −167−17.6% | Reduced |
| Brown Brothers Harriman & Co | 804 | $19.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 905 | $21.5K | 0.01% | +1+0.1% | Added |
| Total Investment Management Inc | 928 | $22.0K | 0.00% | +928 | New |
| Horrell Capital Management, Inc. | 931 | $22.1K | 0.01% | +274+41.7% | Added |