| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $0 | 0.00% | +16 | New |
| Northwest Capital Management Inc | 0 | $14 | 0.00% | 0 | New |
| Column Capital Advisors, LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,629,500 | $48 | 0.01% | +1,629,500 | New |
| Richard W. Paul & Associates, LLC | 3 | $105 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $350 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $385 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $456 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 20 | $717 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 35 | $742 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $982 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 47 | $1.00K | 0.00% | −57−54.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 40 | $1.00K | 0.00% | −19−32.2% | Reduced |
| Insight Financial Services | 30 | $1.05K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $1.09K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 32 | $1.12K | 0.00% | +31+3,100.0% | Added |
| Global Trust Asset Management, LLC | 40 | $1.40K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $1.40K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 45 | $1.58K | 0.00% | −46−50.5% | Reduced |
| Eagle Bay Advisors LLC | 45 | $1.58K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 50 | $1.75K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 52 | $1.82K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 54 | $1.91K | 0.00% | −37−40.7% | Reduced |
| Endurance Wealth Management, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 70 | $2.00K | 0.00% | +70 | New |
| SkyView Investment Advisors, LLC | 54 | $2.00K | 0.00% | +54 | New |
| Sugarloaf Wealth Management, LLC | 60 | $2.10K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 66 | $2.31K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 73 | $2.56K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 75 | $2.63K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 75 | $2.63K | 0.00% | +55+275.0% | Added |
| Solstein Capital, LLC | 77 | $2.70K | 0.00% | +77 | New |
| NVWM, LLC | 82 | $2.87K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 83 | $2.91K | 0.00% | −24−22.4% | Reduced |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 87 | $3.05K | 0.00% | +1+1.2% | Added |
| Raffa Wealth Management, LLC | 91 | $3.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 92 | $3.22K | 0.00% | −32−25.8% | Reduced |
| Maryland Capital Advisors Inc. | 95 | $3.33K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 96 | $3.35K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 99 | $3.47K | 0.00% | −1,500−93.8% | Reduced |
| Independence Bank of Kentucky | 100 | $3.50K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $3.50K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $3.50K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $3.50K | 0.00% | +100 | New |
| Beacon Capital Management, LLC | 100 | $3.50K | 0.00% | +100 | New |
| Manchester Capital Management LLC | 114 | $4.00K | 0.00% | +9+8.6% | Added |
| Venturi Wealth Management, LLC | 122 | $4.28K | 0.00% | +22+22.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 123 | $4.31K | 0.00% | +75+156.3% | Added |
| Boyd Watterson Asset Management LLC | 125 | $4.38K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 125 | $4.38K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 125 | $4.38K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 130 | $4.55K | 0.00% | +130 | New |
| Stone House Investment Management, LLC | 131 | $4.60K | 0.00% | +1+0.8% | Added |
| New England Capital Financial Advisors LLC | 132 | $4.62K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 132 | $4.63K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 175 | $6.12K | 0.00% | +59+50.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 181 | $6.34K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 195 | $6.40K | 0.00% | −100−33.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 200 | $7.00K | 0.01% | −286−58.8% | Reduced |
| Lumature Wealth Partners, LLC | 200 | $7.01K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $7.01K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 200 | $7.01K | 0.00% | +200 | New |
| Focused Wealth Management, Inc | 211 | $7.40K | 0.00% | +1+0.5% | Added |
| Bellevue Asset Management, LLC | 214 | $7.53K | 0.00% | +1+0.5% | Added |
| MV Capital Management, Inc. | 216 | $7.57K | 0.00% | +15+7.5% | Added |
| JFS Wealth Advisors, LLC | 226 | $7.92K | 0.00% | +5+2.3% | Added |
| Cedar Mountain Advisors, LLC | 230 | $8.06K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 237 | $8.30K | 0.00% | −688−74.4% | Reduced |
| Wolff Wiese Magana LLC | 250 | $8.76K | 0.01% | +250 | New |
| Global Financial Private Client, LLC | 250 | $8.79K | 0.00% | −615−71.1% | Reduced |
| Cornerstone Planning Group LLC | 254 | $8.90K | 0.00% | +254 | New |
| GW&K Investment Management, LLC | 243 | $9.00K | 0.00% | +243 | New |
| Sutton Wealth Advisors Inc. | 263 | $9.22K | 0.00% | −60−18.6% | Reduced |
| Gleason Group, Inc. | 264 | $9.24K | 0.00% | +2+0.8% | Added |
| Financial Avengers, Inc. | 264 | $9.26K | 0.01% | +2+0.8% | Added |
| M&R Capital Management Inc | 265 | $9.30K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 266 | $9.32K | 0.00% | +266 | New |
| Core Alternative Capital | 270 | $9.45K | 0.00% | +3+1.1% | Added |
| SRS Capital Advisors, Inc. | 280 | $9.80K | 0.00% | +108+62.8% | Added |
| Coppell Advisory Solutions LLC | 286 | $9.93K | 0.00% | +286 | New |
| West Tower Group, LLC | 289 | $10.1K | 0.01% | +289 | New |
| South State Corp. | 294 | $10.3K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 329 | $11.5K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 341 | $11.9K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 345 | $12.1K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 361 | $12.6K | 0.00% | +3+0.8% | Added |
| Ogorek Anthony Joseph | 373 | $13.0K | 0.00% | −20−5.1% | Reduced |
| ORG Partners LLC | 378 | $13.3K | 0.00% | +378 | New |
| Abound Wealth Management | 380 | $13.3K | 0.01% | +286+304.3% | Added |
| Northwest Investment Counselors, LLC | 393 | $13.8K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 407 | $14.0K | 0.01% | +4+1.0% | Added |
| Trivant Custom Portfolio Group, LLC | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 403 | $14.1K | 0.01% | +403 | New |
| GPS Wealth Strategies Group, LLC | 415 | $14.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 472 | $14.6K | 0.00% | 00.0% | Unchanged |
| Prostatis Group LLC | 14,036 | $14.7K | 0.01% | +14,036 | New |