| Ogorek Anthony Joseph | 1 | $0 | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| MidFirst Bank | 1 | $27 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1 | $27 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $27 | 0.00% | +1 | New |
| Brooklyn FI, LLC | 1 | $30 | 0.00% | +1 | New |
| Newbridge Financial Services Group, Inc. | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2 | $53 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 2 | $54 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $55 | 0.00% | +2 | New |
| Piscataqua Savings Bank | 3 | $79 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 3 | $80 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $80 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3 | $80 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 3 | $80 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $80 | 0.00% | +1+50.0% | Added |
| Compass Financial Management LLC | 3 | $80 | 0.00% | +3 | New |
| Brown, Lisle/Cummings, Inc. | 4 | $106 | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 4 | $106 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5 | $133 | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 5 | $133 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $133 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 5 | $133 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7 | $186 | 0.00% | −3−30.0% | Reduced |
| Colonial Trust Co | 7 | $189 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 8 | $213 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 8 | $213 | 0.00% | +8 | New |
| Ankerstar Wealth, LLC | 8 | $213 | 0.00% | +8 | New |
| SBI Securities Co., Ltd. | 9 | $239 | 0.00% | −18−66.7% | Reduced |
| Atlantic Union Bankshares Corp | 10 | $266 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $266 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 10 | $266 | 0.00% | +10 | New |
| Gilpin Wealth Management, LLC | 10 | $266 | 0.00% | +10 | New |
| Assetmark, Inc | 11 | $292 | 0.00% | −965−98.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 11 | $292 | 0.00% | −41−78.8% | Reduced |
| Thompson Investment Management, Inc. | 11 | $292 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 11 | $292 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 11 | $292 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $292 | 0.00% | +10+1,000.0% | Added |
| Flagship Wealth Advisors, LLC | 11 | $292 | 0.00% | +11 | New |
| Asset Dedication, LLC | 11 | $293 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 12 | $319 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 13 | $348 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $367 | 0.00% | −1−7.7% | Reduced |
| Zions Bancorporation, National Association | 14 | $372 | 0.00% | −2−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $373 | 0.00% | +11+366.7% | Added |
| HFM Investment Advisors, LLC | 14 | $373 | 0.00% | +13+1,300.0% | Added |
| Princeton Global Asset Management LLC | 15 | $399 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $425 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $426 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 17 | $452 | 0.00% | +16+1,600.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 18 | $479 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 18 | $479 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $479 | 0.00% | +18 | New |
| TD Waterhouse Canada Inc. | 18 | $491 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19 | $505 | 0.00% | −173−90.1% | Reduced |
| North Star Investment Management Corp. | 20 | $532 | 0.00% | −94−82.5% | Reduced |
| Johnson Financial Group, Inc. | 21 | $559 | 0.00% | −182−89.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 22 | $585 | 0.00% | −3−12.0% | Reduced |
| Commonwealth Retirement Investments LLC | 22 | $585 | 0.00% | +22 | New |
| Bare Financial Services, Inc | 24 | $638 | 0.00% | −3−11.1% | Reduced |
| Adirondack Trust Co | 24 | $638 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 26 | $692 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 27 | $718 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $718 | 0.00% | +27 | New |
| Action Point Financial Planning, LLC | 33 | $824 | 0.00% | +33 | New |
| Gables Capital Management Inc. | 34 | $904 | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 34 | $904 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 35 | $931 | 0.00% | +35 | New |
| Private Wealth Asset Management, LLC | 36 | $957 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 36 | $959 | 0.00% | +27+300.0% | Added |
| Investors Research Corp | 37 | $984 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 47 | $1.00K | 0.00% | −14−23.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 27 | $1.00K | 0.00% | +15+125.0% | Added |
| Institute for Wealth Management, LLC. | 38 | $1.01K | 0.00% | +38 | New |
| Steward Partners Investment Advisory, LLC | 40 | $1.06K | 0.00% | −69−63.3% | Reduced |
| Valley National Advisers Inc | 41 | $1.09K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 43 | $1.14K | 0.00% | −9−17.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43 | $1.14K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 46 | $1.22K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 52 | $1.38K | 0.00% | +52 | New |
| Silver Grove Financial Group, Inc. | 52 | $1.38K | 0.00% | +52 | New |
| Geneos Wealth Management Inc. | 53 | $1.41K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 56 | $1.49K | 0.00% | +56 | New |
| DHJJ Financial Advisors, Ltd. | 57 | $1.52K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 60 | $1.59K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 61 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 62 | $1.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 66 | $1.75K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 69 | $1.83K | 0.00% | 00.0% | Unchanged |
| Bayban | 71 | $1.89K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 70 | $1.89K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 76 | $2.02K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 77 | $2.06K | 0.00% | +6+8.5% | Added |
| Quent Capital, LLC | 84 | $2.23K | 0.00% | 00.0% | Unchanged |