| Firestone Capital Management | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $187 | 0.00% | – | New |
| Raffa Wealth Management, LLC | 8 | $751 | 0.00% | −2−20.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | −2−20.0% | Reduced |
| Horan Securities, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15 | $1.00K | 0.00% | +10+200.0% | Added |
| McIlrath & Eck, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Bartlett & Co. Wealth Management LLC | 20 | $1.88K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 25 | $2.00K | 0.00% | +25 | New |
| Trustcore Financial Services, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Ford Financial Group, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Cypress Point Wealth Management, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Exane Derivatives | 30 | $2.70K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 27 | $3.00K | 0.00% | +5+22.7% | Added |
| Column Capital Advisors, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $3.00K | 0.00% | +36 | New |
| JTC Employer Solutions Trusteee Ltd | 28 | $3.00K | 0.00% | +28 | New |
| Gradient Investments LLC | 45 | $4.00K | 0.00% | −7−13.5% | Reduced |
| TCI Wealth Advisors, Inc. | 47 | $4.00K | 0.00% | −11−19.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 39 | $4.00K | 0.00% | −20−33.9% | Reduced |
| Tarbox Family Office, Inc. | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 53 | $5.00K | 0.00% | +12+29.3% | Added |
| Glassman Wealth Services | 57 | $5.00K | 0.00% | +16+39.0% | Added |
| Sageworth Trust Co | 50 | $5.00K | 0.00% | +50 | New |
| Reilly Financial Advisors, LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 60 | $6.00K | 0.00% | +60 | New |
| Sandy Spring Bank | 65 | $6.00K | 0.00% | +65 | New |
| Front Row Advisors LLC | 97 | $7.00K | 0.00% | −2−2.0% | Reduced |
| Stonebridge Capital Advisors LLC | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 82 | $7.00K | 0.00% | +77+1,540.0% | Added |
| SRS Capital Advisors, Inc. | 75 | $7.00K | 0.00% | +75 | New |
| Farmers & Merchants Investments Inc | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 80 | $8.00K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 82 | $8.00K | 0.00% | +82 | New |
| Federation des caisses Desjardins du Quebec | 90 | $8.45K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 96 | $9.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $9.00K | 0.00% | +100 | New |
| CVA Family Office, LLC | 110 | $10.0K | 0.00% | −25−18.5% | Reduced |
| Jacobi Capital Management LLC | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 116 | $11.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 131 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 126 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 128 | $12.0K | 0.00% | +39+43.8% | Added |
| Arkadios Wealth Advisors | 134 | $12.0K | 0.00% | +67+100.0% | Added |
| Loomis Sayles & Co L P | 134 | $13.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 141 | $13.0K | 0.00% | +105+291.7% | Added |
| Strategic Blueprint, LLC | 139 | $13.0K | 0.00% | +139 | New |
| Albion Financial Group | 150 | $14.0K | 0.00% | +150 | New |
| Tradition Wealth Management, LLC | 156 | $15.0K | 0.00% | +1+0.6% | Added |
| Sutton Wealth Advisors Inc. | 160 | $15.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 174 | $16.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 179 | $17.0K | 0.00% | −61−25.4% | Reduced |
| Institutional & Family Asset Management, LLC | 180 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 206 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 200 | $19.0K | 0.01% | +75+60.0% | Added |
| Pin Oak Investment Advisors Inc | 200 | $19.0K | 0.02% | +100+100.0% | Added |
| Activest Wealth Management | 210 | $20.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 211 | $20.0K | 0.00% | +55+35.3% | Added |
| Brown Brothers Harriman & Co | 234 | $22.0K | 0.00% | +40+20.6% | Added |
| Hanseatic Management Services Inc | 250 | $23.0K | 0.04% | +2+0.8% | Added |
| Blume Capital Management, Inc. | 250 | $23.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 250 | $23.0K | 0.00% | +250 | New |
| Whittier Trust Co | 251 | $24.0K | 0.00% | −144−36.5% | Reduced |
| Lee Financial Co | 291 | $27.0K | 0.01% | +36+14.1% | Added |
| Zions Bancorporation, N.A. | 315 | $30.0K | 0.00% | −51−13.9% | Reduced |
| CX Institutional | 323 | $30.0K | 0.00% | +64+24.7% | Added |
| Creative Financial Designs Inc | 333 | $31.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 337 | $32.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 350 | $33.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 357 | $33.5K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 361 | $34.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 378 | $35.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 375 | $35.0K | 0.00% | +375 | New |
| Versant Capital Management, Inc | 389 | $37.0K | 0.01% | −676−63.5% | Reduced |
| Kings Point Capital Management | 406 | $38.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 510 | $40.0K | 0.01% | −179−26.0% | Reduced |
| Smith Asset Management Group LP | 429 | $40.0K | 0.00% | +22+5.4% | Added |
| Walleye Trading LLC | 474 | $45.0K | 0.00% | −4,939−91.2% | Reduced |
| Parkside Financial Bank & Trust | 482 | $45.0K | 0.01% | +4+0.8% | Added |
| First Horizon Corp | 508 | $47.0K | 0.00% | −4−0.8% | Reduced |
| IndexIQ Advisors LLC | 570 | $54.0K | 0.00% | +382+203.2% | Added |
| Washington Trust Co | 615 | $58.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 639 | $60.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 640 | $60.0K | 0.00% | +61+10.5% | Added |