| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $17 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $41 | 0.00% | −1−33.3% | Reduced |
| Private Wealth Management Group, LLC | 3 | $62 | 0.00% | −1−25.0% | Reduced |
| Dunhill Financial, LLC | 3 | $68 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 4 | $82 | 0.00% | −143−97.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $102 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7 | $144 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $205 | 0.00% | −9−47.4% | Reduced |
| HFM Investment Advisors, LLC | 10 | $205 | 0.00% | −1−9.1% | Reduced |
| Rialto Wealth Management, LLC | 10 | $205 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 12 | $246 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 13 | $267 | 0.00% | +6+85.7% | Added |
| Bay Harbor Wealth Management, LLC | 14 | $286 | 0.00% | +5+55.6% | Added |
| Cromwell Holdings LLC | 19 | $389 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $410 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 21 | $431 | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 24 | $492 | 0.00% | −28,275−99.9% | Reduced |
| Larson Financial Group LLC | 24 | $492 | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $513 | 0.00% | −102−80.3% | Reduced |
| AdvisorNet Financial, Inc | 29 | $594 | 0.00% | −8−21.6% | Reduced |
| Evolution Wealth Management Inc. | 30 | $615 | 0.00% | +30 | New |
| Thompson Investment Management, Inc. | 33 | $676 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 33 | $677 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 35 | $717 | 0.00% | −386−91.7% | Reduced |
| Quarry LP | 37 | $758 | 0.00% | −2,098−98.3% | Reduced |
| Darwin Advisors, LLC | 37 | $758 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 37 | $759 | 0.00% | −66−64.1% | Reduced |
| Sunbelt Securities, Inc. | 38 | $779 | 0.00% | −60−61.2% | Reduced |
| City State Bank | 40 | $820 | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 40 | $820 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 42 | $861 | 0.00% | +42 | New |
| Glass Jacobson Investment Advisors llc | 50 | $1.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 52 | $1.06K | 0.00% | +1+2.0% | Added |
| UMA Financial Services, Inc. | 54 | $1.10K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 60 | $1.23K | 0.00% | +20+50.0% | Added |
| Rossby Financial, LCC | 62 | $1.27K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 62 | $1.27K | 0.00% | +62 | New |
| Cape Investment Advisory, Inc. | 63 | $1.29K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 68 | $1.39K | 0.00% | +21+44.7% | Added |
| Ares Financial Consulting, LLC | 68 | $1.39K | 0.00% | +68 | New |
| Brown Brothers Harriman & Co | 69 | $1.41K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 70 | $1.43K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 79 | $1.62K | 0.00% | +59+295.0% | Added |
| St. Johns Investment Management Company, LLC | 80 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 80 | $1.64K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 81 | $1.66K | 0.00% | +81 | New |
| Sachetta, LLC | 84 | $1.72K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 90 | $1.84K | 0.00% | +90 | New |
| Wilkerson Advisory Group LLC | 92 | $1.88K | 0.00% | +92 | New |
| Versant Capital Management, Inc | 97 | $1.99K | 0.00% | −269−73.5% | Reduced |
| Spire Wealth Management | 99 | $2.03K | 0.00% | −66−40.0% | Reduced |
| Mascoma Wealth Management LLC | 100 | $2.05K | 0.00% | −459−82.1% | Reduced |
| Danske Bank A/S | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 100 | $2.05K | 0.00% | +100 | New |
| N.E.W. Advisory Services LLC | 105 | $2.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 105 | $2.15K | 0.00% | +5+5.0% | Added |
| Manchester Capital Management LLC | 109 | $2.23K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 121 | $2.48K | 0.00% | −11−8.3% | Reduced |
| Winch Advisory Services, LLC | 135 | $2.77K | 0.00% | +1+0.7% | Added |
| Adkins Seale Capital Management LLC | 142 | $2.91K | 0.00% | +142 | New |
| SHP Wealth Management | 144 | $2.95K | 0.00% | +144 | New |
| Bessemer Group Inc | 158 | $3.00K | 0.00% | −327−67.4% | Reduced |
| Horrell Capital Management, Inc. | 147 | $3.01K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 159 | $3.26K | 0.00% | +159 | New |
| Bell Investment Advisors, Inc | 164 | $3.36K | 0.00% | +76+86.4% | Added |
| Global Trust Asset Management, LLC | 166 | $3.40K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 169 | $3.46K | 0.00% | −775−82.1% | Reduced |
| High Note Wealth, LLC | 177 | $3.63K | 0.00% | +12+7.3% | Added |
| Richardson Capital Management LLC | 185 | $3.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 190 | $3.89K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 199 | $4.08K | 0.00% | +199 | New |
| Community Bank, N.A. | 200 | $4.10K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 200 | $4.10K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $4.10K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $4.10K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 200 | $4.10K | 0.00% | +200 | New |
| NBC Securities, Inc. | 220 | $4.51K | 0.00% | −36−14.1% | Reduced |
| Bruce G. Allen Investments, LLC | 224 | $4.59K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 225 | $4.61K | 0.00% | +2+0.9% | Added |
| Private Trust Co NA | 230 | $4.71K | 0.00% | −42−15.4% | Reduced |
| Curat Global, LLC | 230 | $4.71K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 240 | $4.92K | 0.00% | +2+0.8% | Added |
| Barrett & Company, Inc. | 256 | $5.25K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 265 | $5.43K | 0.00% | −24,525−98.9% | Reduced |
| WPG Advisers, LLC | 279 | $5.72K | 0.00% | −38−12.0% | Reduced |
| Fortis Group Advisors, LLC | 290 | $5.94K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 334 | $6.00K | 0.01% | +334 | New |
| JFS Wealth Advisors, LLC | 297 | $6.08K | 0.00% | +122+69.7% | Added |
| PFS Partners, LLC | 300 | $6.15K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 300 | $6.15K | 0.00% | +300 | New |
| New England Capital Financial Advisors LLC | 302 | $6.19K | 0.00% | +1+0.3% | Added |
| Smartleaf Asset Management LLC | 309 | $6.43K | 0.00% | +4+1.3% | Added |
| SageView Advisory Group, LLC | 319 | $6.54K | 0.00% | −7,725−96.0% | Reduced |
| North Star Investment Management Corp. | 340 | $6.97K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 362 | $7.42K | 0.01% | +362 | New |
| NBT Bank N A | 354 | $7.44K | 0.00% | −8−2.2% | Reduced |
| Signaturefd, LLC | 372 | $7.62K | 0.00% | −93−20.0% | Reduced |
| Front Row Advisors LLC | 380 | $7.79K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 414 | $8.00K | 0.00% | +3+0.7% | Added |
| Country Trust Bank | 400 | $8.20K | 0.00% | 00.0% | Unchanged |
