| ZRC Wealth Management, LLC | 0 | $26 | 0.00% | 0 | Unchanged |
| M&R Capital Management Inc | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $109 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $219 | 0.00% | −21−91.3% | Reduced |
| Highline Wealth Partners LLC | 3 | $328 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $329 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $438 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $438 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $461 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $547 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 109 | $594 | 0.00% | +109 | New |
| 25 LLC | 5 | $599 | 0.00% | +5 | New |
| Aspire Private Capital, LLC | 6 | $656 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $657 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 7 | $766 | 0.00% | −4−36.4% | Reduced |
| North Star Investment Management Corp. | 7 | $766 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $876 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 8 | $876 | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +8+400.0% | Added |
| SkyView Investment Advisors, LLC | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| PFG Private Wealth Management, LLC | 10 | $1.09K | 0.00% | −1,889−99.5% | Reduced |
| Jones Financial Companies LLLP | 10 | $1.09K | 0.00% | +10 | New |
| Gordian Capital Singapore Pte Ltd | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $1.20K | 0.00% | +1+10.0% | Added |
| SRS Capital Advisors, Inc. | 11 | $1.20K | 0.00% | −6−35.3% | Reduced |
| Optimum Investment Advisors | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.53K | 0.00% | +7+100.0% | Added |
| Level Financial Advisors, Inc. | 15 | $1.64K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $1.86K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.97K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $2.00K | 0.00% | −2,981−99.6% | Reduced |
| Ogorek Anthony Joseph | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 15 | $2.00K | 0.00% | +15 | New |
| Elequin Capital LP | 19 | $2.08K | 0.00% | +19 | New |
| Colonial Trust Co | 23 | $2.48K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 23 | $2.50K | 0.00% | +23 | New |
| Venturi Wealth Management, LLC | 23 | $2.52K | 0.00% | +4+21.1% | Added |
| Versant Capital Management, Inc | 24 | $2.63K | 0.00% | +11+84.6% | Added |
| Baker Avenue Asset Management, LP | 24 | $2.63K | 0.00% | +20+500.0% | Added |
| Sittner & Nelson, LLC | 25 | $2.73K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 25 | $2.73K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $2.73K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 26 | $2.85K | 0.00% | −13−33.3% | Reduced |
| Coston, McIsaac & Partners | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 29 | $3.20K | 0.00% | −3−9.4% | Reduced |
| PSI Advisors, LLC | 30 | $3.28K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 31 | $3.39K | 0.00% | −3−8.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $3.39K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 32 | $3.50K | 0.00% | +32 | New |
| Abound Wealth Management | 32 | $3.50K | 0.00% | +8+33.3% | Added |
| JFS Wealth Advisors, LLC | 34 | $3.72K | 0.00% | +14+70.0% | Added |
| Gradient Investments LLC | 38 | $4.16K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $4.54K | 0.00% | −33−44.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 44 | $4.81K | 0.00% | +44 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45 | $4.92K | 0.00% | +45 | New |
| Smithfield Trust Co | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 50 | $5.00K | 0.00% | +50 | New |
| Caldwell Sutter Capital, Inc. | 50 | $5.47K | 0.00% | +50 | New |
| Earnest Partners LLC | 53 | $5.80K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 60 | $6.00K | 0.00% | −448−88.2% | Reduced |
| Armstrong Advisory Group, Inc | 55 | $6.02K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 58 | $6.34K | 0.00% | −13−18.3% | Reduced |
| GW&K Investment Management, LLC | 64 | $7.00K | 0.00% | +64 | New |
| BOK Financial Private Wealth, Inc. | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 64 | $7.00K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 67 | $7.41K | 0.00% | −28−29.5% | Reduced |
| MV Capital Management, Inc. | 68 | $7.44K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 72 | $7.88K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 75 | $8.20K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 77 | $8.42K | 0.00% | +20+35.1% | Added |
| Private Trust Co NA | 78 | $8.53K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 81 | $8.86K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 79 | $9.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 87 | $9.52K | 0.00% | +87 | New |
| Prestige Wealth Management Group LLC | 89 | $9.74K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 90 | $9.85K | 0.00% | +5+5.9% | Added |
| Farmers & Merchants Investments Inc | 91 | $9.95K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 93 | $10.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $10.9K | 0.00% | +100 | New |
| Tyler-Stone Wealth Management | 100 | $11.0K | 0.01% | +100 | New |
| Raffa Wealth Management, LLC | 108 | $11.8K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 105 | $11.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 109 | $11.9K | 0.00% | −15−12.1% | Reduced |
| Sutton Wealth Advisors Inc. | 110 | $12.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 112 | $12.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 126 | $13.8K | 0.00% | +22+21.2% | Added |
| Riverview Trust Co | 130 | $14.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 130 | $14.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 134 | $14.7K | 0.00% | −7−5.0% | Reduced |
| PCA Investment Advisory Services Inc. | 134 | $14.7K | 0.01% | +134 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 137 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 140 | $15.3K | 0.00% | −45−24.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 140 | $15.3K | 0.01% | +140 | New |
| Key Financial Inc | 142 | $15.5K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 150 | $16.4K | 0.00% | 00.0% | Unchanged |