| PrairieView Partners, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $0 | 0.00% | +13 | New |
| VitalStone Financial, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2 | $52 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2 | $52 | 0.00% | +2 | New |
| Institutional & Family Asset Management, LLC | 3 | $78 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $79 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 5 | $130 | 0.00% | +5 | New |
| Duncker Streett & Co Inc | 6 | $156 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $157 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 8 | $208 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $234 | 0.00% | +9 | New |
| Raleigh Capital Management Inc. | 9 | $238 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $260 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 11 | $286 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $364 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14 | $364 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 15 | $390 | 0.00% | −193−92.8% | Reduced |
| Clearview Wealth Advisors LLC | 15 | $390 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 15 | $390 | 0.00% | +15 | New |
| WR Wealth Planners, LLC | 15 | $390 | 0.00% | +15 | New |
| Nemes Rush Group LLC | 15 | $391 | 0.00% | +15 | New |
| McIlrath & Eck, LLC | 16 | $416 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 18 | $472 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 20 | $521 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 20 | $541 | 0.00% | −4−16.7% | Reduced |
| Fifth Third Bancorp | 22 | $572 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 25 | $651 | 0.00% | +25 | New |
| Glass Jacobson Investment Advisors llc | 27 | $703 | 0.00% | +27 | New |
| RFP Financial Group LLC | 28 | $728 | 0.00% | +28 | New |
| Bogart Wealth, LLC | 30 | $780 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 30 | $780 | 0.00% | +30 | New |
| Laurel Wealth Advisors LLC | 30 | $781 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 32 | $832 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 35 | $910 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 40 | $1.04K | 0.00% | +40 | New |
| Level Financial Advisors, Inc. | 41 | $1.07K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 42 | $1.09K | 0.00% | −10−19.2% | Reduced |
| AdvisorNet Financial, Inc | 42 | $1.09K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 43 | $1.12K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 44 | $1.15K | 0.00% | +40+1,000.0% | Added |
| Tradewinds Capital Management, LLC | 45 | $1.17K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 49 | $1.27K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 50 | $1.30K | 0.00% | −18−26.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 50 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 55 | $1.43K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 57 | $1.48K | 0.00% | −40−41.2% | Reduced |
| Allworth Financial LP | 60 | $1.56K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 60 | $1.56K | 0.00% | +60 | New |
| Clearstead Advisors, LLC | 70 | $1.82K | 0.00% | +70 | New |
| Lindbrook Capital, LLC | 75 | $1.95K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 79 | $2.06K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 84 | $2.19K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 87 | $2.26K | 0.00% | −3−3.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 95 | $2.47K | 0.00% | +30+46.2% | Added |
| Venturi Wealth Management, LLC | 100 | $2.60K | 0.00% | +50+100.0% | Added |
| ICA Group Wealth Management, LLC | 110 | $2.86K | 0.00% | −125−53.2% | Reduced |
| BerganKDV Wealth Management, LLC | 112 | $2.91K | 0.00% | +2+1.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 103 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 118 | $3.07K | 0.00% | −10−7.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 125 | $3.25K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 125 | $3.25K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 130 | $3.38K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 144 | $3.75K | 0.00% | +99+220.0% | Added |
| The PNC Financial Services Group, Inc. | 151 | $3.93K | 0.00% | −49−24.5% | Reduced |
| First Manhattan Co | 160 | $4.16K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 160 | $4.16K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 224 | $5.83K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 228 | $6.00K | 0.00% | +228 | New |
| Toth Financial Advisory Corp | 242 | $6.29K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 253 | $7.00K | 0.00% | +253 | New |
| Lumature Wealth Partners, LLC | 292 | $7.59K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 270 | $8.13K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 365 | $9.49K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 407 | $10.6K | 0.00% | −75−15.6% | Reduced |
| Montag A & Associates Inc | 429 | $11.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 308 | $12.3K | 0.00% | +100+48.1% | Added |
| Macroview Investment Management LLC | 623 | $16.2K | 0.02% | +613+6,130.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 687 | $18.0K | 0.00% | −482−41.2% | Reduced |
| Geneos Wealth Management Inc. | 774 | $20.1K | 0.00% | +570+279.4% | Added |
| Federation des caisses Desjardins du Quebec | 876 | $22.8K | 0.00% | −6,386−87.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,074 | $27.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,175 | $30.6K | 0.01% | −450−27.7% | Reduced |
| Rhumbline Advisers | 1,489 | $38.7K | 0.00% | +1,489 | New |
| Quarry LP | 1,621 | $42.2K | 0.03% | +539+49.8% | Added |
| Coppell Advisory Solutions LLC | 1,726 | $44.2K | 0.01% | +1,726 | New |
| CWM, LLC | 1,846 | $48.0K | 0.00% | +637+52.7% | Added |
| FMR LLC | 2,273 | $59.1K | 0.00% | −7,070−75.7% | Reduced |
| Walleye Capital LLC | 2,362 | $61.4K | 0.00% | +2,362 | New |
| State of Wyoming | 2,628 | $68.4K | 0.02% | +1,025+63.9% | Added |
| Wells Fargo & Company | 3,179 | $82.7K | 0.00% | +361+12.8% | Added |
| Meitav Dash Investments Ltd | 4,027 | $103.1K | 0.00% | +4,027 | New |
| Grayhawk Investment Strategies Inc. | 4,000 | $104.0K | 0.07% | 00.0% | Unchanged |
| National Bank of Canada | 4,434 | $120.8K | 0.00% | −20.0% | Reduced |