| Sofos Investments, Inc. | 0 | $14 | 0.00% | 0 | New |
| Rosenberg Matthew Hamilton | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $336 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 12 | $805 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 12 | $805 | 0.00% | +3+33.3% | Added |
| Beaird Harris Wealth Management, LLC | 13 | $873 | 0.00% | +13 | New |
| Wetzel Investment Advisors, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Glassman Wealth Services | 15 | $1.01K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 23 | $1.45K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 27 | $1.81K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 31 | $2.08K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 32 | $2.15K | 0.00% | +32 | New |
| Tennessee Valley Asset Management Partners | 36 | $2.42K | 0.00% | +36 | New |
| Steward Partners Investment Advisory, LLC | 37 | $2.48K | 0.00% | +37 | New |
| Geneos Wealth Management Inc. | 37 | $2.48K | 0.00% | +37 | New |
| Princeton Global Asset Management LLC | 39 | $2.62K | 0.00% | +39 | New |
| Jackson, Grant Investment Advisers, Inc. | 40 | $2.68K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 42 | $2.82K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 45 | $3.02K | 0.00% | −50−52.6% | Reduced |
| Tidemark, LLC | 59 | $3.96K | 0.00% | +59 | New |
| Carolinas Wealth Consulting LLC | 61 | $4.09K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 64 | $4.29K | 0.00% | +8+14.3% | Added |
| Bogart Wealth, LLC | 68 | $4.56K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 72 | $4.77K | 0.00% | +72 | New |
| Washington Trust Co | 76 | $5.10K | 0.00% | +76 | New |
| Bruce G. Allen Investments, LLC | 76 | $5.10K | 0.00% | +76 | New |
| Richard Bernstein Advisors LLC | 78 | $5.24K | 0.00% | +78 | New |
| Oakworth Capital, Inc. | 79 | $5.30K | 0.00% | +79 | New |
| Coppell Advisory Solutions LLC | 90 | $6.04K | 0.00% | +90 | New |
| Johnson Financial Group, Inc. | 92 | $6.17K | 0.00% | +92 | New |
| Operose Advisors LLC | 96 | $6.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 97 | $6.51K | 0.00% | +97 | New |
| Center for Financial Planning, Inc. | 101 | $6.78K | 0.00% | +101 | New |
| Provenance Wealth Advisors, LLC | 102 | $6.84K | 0.00% | +59+137.2% | Added |
| Evergreen Private Wealth LLC | 108 | $7.25K | 0.00% | +108 | New |
| Washington Trust Advisors, Inc. | 113 | $7.58K | 0.00% | +41+56.9% | Added |
| Montag A & Associates Inc | 169 | $11.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 171 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 172 | $11.5K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 175 | $11.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 176 | $11.8K | 0.00% | +4+2.3% | Added |
| RFP Financial Group LLC | 176 | $11.8K | 0.00% | +90+104.7% | Added |
| Accent Capital Management, LLC | 218 | $14.6K | 0.01% | +218 | New |
| Jones Financial Companies LLLP | 222 | $14.9K | 0.00% | −71−24.2% | Reduced |
| Global Retirement Partners, LLC | 248 | $15.2K | 0.00% | +2+0.8% | Added |
| Private Trust Co NA | 226 | $15.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 233 | $15.6K | 0.00% | −73−23.9% | Reduced |
| CWM, LLC | 232 | $16.0K | 0.00% | −172−42.6% | Reduced |
| Pin Oak Investment Advisors Inc | 244 | $16.0K | 0.02% | +82+50.6% | Added |
| Liberty One Investment Management, LLC | 247 | $16.6K | 0.00% | +119+93.0% | Added |
| Roble, Belko & Company, Inc | 248 | $17.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 254 | $17.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 315 | $18.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 294 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 299 | $20.1K | 0.00% | +299 | New |
| JFS Wealth Advisors, LLC | 324 | $21.7K | 0.00% | +40+14.1% | Added |
| Spire Wealth Management | 414 | $23.1K | 0.00% | +21+5.3% | Added |
| Osterweis Capital Management Inc | – | $23.5K | 0.00% | – | – |
| Brown Shipley& Co Ltd | 351 | $23.6K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 352 | $23.6K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 400 | $26.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 400 | $26.8K | 0.00% | +255+175.9% | Added |
| Pinnacle Bancorp, Inc. | 404 | $27.1K | 0.01% | +146+56.6% | Added |
| GAMMA Investing LLC | 498 | $27.6K | 0.01% | +498 | New |
| Arlington Trust Co LLC | 425 | $28.5K | 0.01% | +25+6.3% | Added |
| Frazier Financial Advisors, LLC | 432 | $29.0K | 0.03% | +432 | New |
| Park Place Capital Corp | 469 | $31.5K | 0.01% | −398−45.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 500 | $34.0K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 514 | $34.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 530 | $35.6K | 0.00% | −51−8.8% | Reduced |
| WealthCollab, LLC | 559 | $37.5K | 0.03% | +559 | New |
| NBC Securities, Inc. | 625 | $41.0K | 0.00% | +125+25.0% | Added |
| Parkside Financial Bank & Trust | 615 | $41.3K | 0.01% | +291+89.8% | Added |
| Signaturefd, LLC | 685 | $46.0K | 0.00% | −163−19.2% | Reduced |
| FinTrust Capital Advisors, LLC | 711 | $47.7K | 0.01% | +18+2.6% | Added |
| Group One Trading, L.P. | 723 | $48.5K | 0.00% | −1,817−71.5% | Reduced |
| Lindbrook Capital, LLC | 862 | $57.8K | 0.01% | −209−19.5% | Reduced |
| Proequities, Inc. | 882 | $59.2K | 0.00% | +62+7.6% | Added |
| GWM Advisors LLC | 925 | $62.1K | 0.00% | +917+11,462.5% | Added |
| Cape Investment Advisory, Inc. | 1,000 | $67.1K | 0.03% | +1,000 | New |
| Western Pacific Wealth Management, LP | 1,067 | $71.6K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,085 | $72.8K | 0.01% | −8−0.7% | Reduced |
| Tradition Wealth Management, LLC | 1,106 | $74.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 1,138 | $76.4K | 0.00% | −329,629−99.7% | Reduced |
| Principal Securities, Inc. | 1,220 | $81.9K | 0.00% | +1,220 | New |
| Huntington National Bank | 1,328 | $89.1K | 0.00% | −982−42.5% | Reduced |
| Boit C F David | 1,550 | $102.2K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,560 | $104.7K | 0.01% | +485+45.1% | Added |
| First Horizon Advisors, Inc. | 1,634 | $109.7K | 0.00% | +262+19.1% | Added |
| Atlas Capital Advisors LLC | 1,850 | $124.2K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,909 | $128.1K | 0.05% | +85+4.7% | Added |
| Daiwa Securities Group Inc. | 2,025 | $136.0K | 0.00% | +2,025 | New |
| EverSource Wealth Advisors, LLC | 2,050 | $137.6K | 0.01% | +2,007+4,667.4% | Added |
| Grove Bank & Trust | 2,180 | $146.3K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,574 | $172.8K | 0.01% | +2,203+593.8% | Added |
| Headlands Technologies LLC | 2,580 | $173.1K | 0.05% | +2,580 | New |
| TD Private Client Wealth LLC | 2,707 | $181.7K | 0.01% | +578+27.1% | Added |
| Hollencrest Capital Management | 2,841 | $190.7K | 0.02% | +64+2.3% | Added |