| PrairieView Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Tfo-TDC, LLC | 9 | $317 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $331 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10 | $331 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $628 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 19 | $628 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 20 | $662 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $662 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $694 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 21 | $695 | 0.00% | −9−30.0% | Reduced |
| Whittier Trust Co | 25 | $826 | 0.00% | +25 | New |
| M&R Capital Management Inc | 25 | $827 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $860 | 0.00% | −18−40.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 28 | $926 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 32 | $1.06K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $1.06K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 37 | $1.22K | 0.00% | +37 | New |
| Sunbelt Securities, Inc. | 38 | $1.26K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 47 | $1.55K | 0.00% | −146−75.6% | Reduced |
| Independence Bank of Kentucky | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 55 | $1.82K | 0.00% | +55 | New |
| Hexagon Capital Partners LLC | 56 | $1.87K | 0.00% | −20−26.3% | Reduced |
| Steward Financial Group LLC | 88 | $2.00K | 0.00% | +88 | New |
| Versant Capital Management, Inc | 64 | $2.12K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 70 | $2.31K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 73 | $2.41K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 80 | $2.65K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 84 | $2.78K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 87 | $2.87K | 0.00% | +1+1.2% | Added |
| Zions Bancorporation, N.A. | 88 | $2.91K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $2.91K | 0.00% | +72+450.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 89 | $2.94K | 0.00% | +89 | New |
| Bell Investment Advisors, Inc | 90 | $2.98K | 0.00% | +60+200.0% | Added |
| AlphaMark Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Washington Trust Co | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $3.31K | 0.00% | +100 | New |
| Key Financial Inc | 104 | $3.44K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 116 | $3.83K | 0.01% | +1+0.9% | Added |
| Tradition Wealth Management, LLC | 134 | $4.00K | 0.00% | +1+0.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 125 | $4.13K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 132 | $4.36K | 0.00% | +1+0.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 145 | $4.79K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 145 | $4.79K | 0.00% | −525−78.4% | Reduced |
| EverSource Wealth Advisors, LLC | 147 | $4.86K | 0.00% | +114+345.5% | Added |
| Cypress Capital Management LLC (WY) | 150 | $4.96K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 151 | $4.99K | 0.00% | +151 | New |
| Horrell Capital Management, Inc. | 147 | $5.00K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 154 | $5.09K | 0.00% | −5−3.1% | Reduced |
| Adirondack Trust Co | 165 | $5.45K | 0.00% | −105−38.9% | Reduced |
| NewSquare Capital LLC | 180 | $5.95K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $5.96K | 0.00% | −311−60.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 181 | $5.98K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 172 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 150 | $6.24K | 0.00% | +150 | New |
| McIlrath & Eck, LLC | 192 | $6.35K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $6.61K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $6.61K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 200 | $6.61K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $6.61K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 205 | $6.78K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 208 | $6.87K | 0.00% | +1+0.5% | Added |
| Cutler Group LP | 235 | $7.00K | 0.00% | −2,123−90.0% | Reduced |
| Smithfield Trust Co | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 212 | $7.01K | 0.00% | +106+100.0% | Added |
| Farther Finance Advisors, LLC | 225 | $7.44K | 0.00% | −1−0.4% | Reduced |
| Cape Investment Advisory, Inc. | 225 | $7.44K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 230 | $7.60K | 0.00% | −107−31.8% | Reduced |
| JFS Wealth Advisors, LLC | 238 | $7.86K | 0.00% | −32−11.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 250 | $8.27K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 256 | $8.46K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 268 | $8.86K | 0.00% | +268 | New |
| First Command Advisory Services, Inc. | 268 | $8.86K | 0.00% | +268 | New |
| Bessemer Group Inc | 273 | $9.00K | 0.00% | −100−26.8% | Reduced |
| Arlington Partners LLC | 278 | $9.19K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 278 | $9.19K | 0.00% | +278 | New |
| Baystate Wealth Management LLC | 278 | $9.21K | 0.00% | +1+0.4% | Added |
| Sound Income Strategies, LLC | 280 | $9.26K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 286 | $9.45K | 0.00% | +41+16.7% | Added |
| Fortis Group Advisors, LLC | 290 | $9.59K | 0.00% | +290 | New |
| New England Capital Financial Advisors LLC | 293 | $9.70K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 300 | $9.92K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 300 | $9.92K | 0.01% | +300 | New |
| Hazlett, Burt & Watson, Inc. | 303 | $10.0K | 0.01% | +2+0.7% | Added |
| RE Dickinson Investment Advisors, LLC | 300 | $10.0K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 308 | $10.2K | 0.01% | +1+0.3% | Added |
| NBC Securities, Inc. | 340 | $11.0K | 0.00% | +340 | New |
| North Star Investment Management Corp. | 340 | $11.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 380 | $12.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 390 | $12.9K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 407 | $13.0K | 0.00% | +2+0.5% | Added |