| Institutional & Family Asset Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3 | $0 | 0.00% | +3 | New |
| Glassman Wealth Services | 1 | $0 | 0.00% | +1 | New |
| Ellevest, Inc. | 1 | $0 | 0.00% | +1 | New |
| Quadrant Capital Group LLC | 3 | $0 | 0.00% | +3 | New |
| Zions Bancorporation, N.A. | 3 | $0 | 0.00% | +3 | New |
| Rinkey Investments | 2 | $0 | 0.00% | +2 | New |
| Retirement Planning Co of New England, Inc. | 1 | $0 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 2 | $227 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 12 | $1.00K | 0.00% | −110−90.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 12 | $1.00K | 0.00% | −98−89.1% | Reduced |
| BDO Wealth Advisors, LLC | 10 | $1.00K | 0.00% | −10−50.0% | Reduced |
| Salem Investment Counselors Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $1.00K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 10 | $1.00K | 0.00% | +10 | New |
| Paragon Capital Management Ltd | 8 | $1.00K | 0.00% | +8 | New |
| Ford Financial Group, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 6 | $1.00K | 0.00% | +6 | New |
| Sierra Capital LLC | 7 | $1.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Missouri Trust & Investment Co | 10 | $1.00K | 0.00% | +10 | New |
| Zullo Investment Group, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Total Clarity Wealth Management, Inc. | 20 | $2.00K | 0.00% | −240−92.3% | Reduced |
| Clearstead Advisors, LLC | 18 | $2.00K | 0.00% | −78−81.3% | Reduced |
| Allworth Financial LP | 17 | $2.00K | 0.00% | −56−76.7% | Reduced |
| Reilly Financial Advisors, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $2.00K | 0.00% | – | – |
| Plante Moran Financial Advisors, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 16 | $2.00K | 0.00% | +16 | New |
| Arcadia Investment Advisors LLC | 20 | $2.27K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 24 | $2.73K | 0.00% | −330−93.2% | Reduced |
| WFA Asset Management Corp | 24 | $2.73K | 0.00% | +24 | New |
| PrairieView Partners, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 23 | $3.00K | 0.00% | +9+64.3% | Added |
| Clearview Wealth Advisors LLC | 29 | $3.00K | 0.00% | +14+93.3% | Added |
| CoreCap Advisors, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Northern Oak Wealth Management Inc | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 32 | $4.00K | 0.00% | +32 | New |
| Harbour Investments, Inc. | 41 | $5.00K | 0.00% | −260−86.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 40 | $5.00K | 0.00% | +40 | New |
| RE Dickinson Investment Advisors, LLC | 41 | $5.00K | 0.00% | +41 | New |
| Level Financial Advisors, Inc. | 41 | $5.00K | 0.00% | +41 | New |
| Anchor Investment Management, LLC | 50 | $5.68K | 0.00% | +50 | New |
| Cedar Mountain Advisors, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 60 | $7.00K | 0.00% | −100−62.5% | Reduced |
| Hudock, Inc. | 70 | $7.00K | 0.00% | −10−12.5% | Reduced |
| Baillie Gifford & Co | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 80 | $7.00K | 0.01% | +80 | New |
| Hartford Financial Management Inc. | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 83 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 79 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 75 | $9.00K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 100 | $11.0K | 0.00% | +100 | New |
| Benjamin F. Edwards & Company, Inc. | 103 | $12.0K | 0.00% | −300−74.4% | Reduced |
| BerganKDV Wealth Management, LLC | 110 | $13.0K | 0.00% | −50−31.3% | Reduced |
| Cornerstone Advisory, LLC | 105 | $13.0K | 0.00% | +105 | New |
| Ahrens Investment Partners LLC | 125 | $14.0K | 0.01% | +125 | New |
| Snowden Capital Advisors LLC | 124 | $14.0K | 0.00% | +124 | New |
| IFP Advisors, Inc | 108 | $15.0K | 0.00% | +83+332.0% | Added |
| National Bank of Canada | 129 | $15.0K | 0.00% | +129 | New |
| Rise Advisors, LLC | 134 | $15.2K | 0.01% | +134 | New |
| TD Waterhouse Canada Inc. | 148 | $15.4K | 0.00% | +148 | New |
| Bedel Financial Consulting, Inc. | 140 | $16.0K | 0.00% | −1−0.7% | Reduced |
| Compagnie Lombard Odier SCmA | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 160 | $18.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 161 | $18.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 192 | $20.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 180 | $20.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 176 | $20.0K | 0.00% | +176 | New |
| Kayne Anderson Rudnick Investment Management LLC | 187 | $21.0K | 0.00% | +187 | New |
| First Horizon Advisors, Inc. | 209 | $23.0K | 0.00% | −76−26.7% | Reduced |
| JFS Wealth Advisors, LLC | 200 | $23.0K | 0.00% | +50+33.3% | Added |
| Cambridge Trust Co | 200 | $23.0K | 0.00% | +200 | New |
| Quent Capital, LLC | 200 | $23.0K | 0.00% | +200 | New |
| Tyler-Stone Wealth Management | 200 | $23.0K | 0.01% | +200 | New |
| TCI Wealth Advisors, Inc. | 212 | $24.0K | 0.00% | +30+16.5% | Added |
| FourThought Financial, LLC | 228 | $26.0K | 0.00% | +212+1,325.0% | Added |
| Pacer Advisors, Inc. | 243 | $28.0K | 0.00% | +105+76.1% | Added |