| Strengthening Families & Communities, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 1 | $60 | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $121 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $121 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2 | $121 | 0.00% | +2 | New |
| Core Wealth Advisors, Inc. | 2 | $123 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3 | $181 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $241 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $241 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $301 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 9 | $543 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $626 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $662 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 11 | $663 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 11 | $663 | 0.00% | +11 | New |
| Princeton Global Asset Management LLC | 14 | $823 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 14 | $844 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $893 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 17 | $1.02K | 0.00% | +17 | New |
| Atlantic Trust, LLC | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 22 | $1.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $1.39K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 25 | $1.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $1.57K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 26 | $1.58K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 26 | $1.60K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 28 | $1.69K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 28 | $1.69K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 28 | $1.69K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $1.75K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 29 | $1.77K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 30 | $1.81K | 0.00% | −2−6.3% | Reduced |
| Central Trust Co | 30 | $1.81K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $2.00K | 0.00% | +29 | New |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $2.07K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 35 | $2.16K | 0.00% | −1−2.8% | Reduced |
| Walleye Trading LLC | 40 | $2.41K | 0.00% | +40 | New |
| ICA Group Wealth Management, LLC | 48 | $2.88K | 0.00% | +1+2.1% | Added |
| Massmutual Trust Co FSB | 50 | $3.01K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 62 | $3.43K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 62 | $3.74K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 62 | $3.74K | 0.00% | +5+8.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 63 | $3.80K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 65 | $3.92K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 69 | $4.16K | 0.00% | +1+1.5% | Added |
| Geneos Wealth Management Inc. | 70 | $4.22K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $4.22K | 0.00% | +70 | New |
| Farther Finance Advisors, LLC | 79 | $4.77K | 0.00% | −15−16.0% | Reduced |
| Fortitude Family Office, LLC | 82 | $4.94K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 93 | $5.60K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 94 | $5.66K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $6.03K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 102 | $6.16K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 109 | $6.47K | 0.00% | +109 | New |
| Red Tortoise LLC | 113 | $6.79K | 0.00% | +58+105.5% | Added |
| TCTC Holdings, LLC | 114 | $6.87K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 114 | $6.87K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 127 | $7.64K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 131 | $7.89K | 0.00% | −289−68.8% | Reduced |
| CoreFirst Bank & Trust | 132 | $7.95K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 135 | $8.13K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 137 | $8.25K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 142 | $8.56K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 156 | $9.40K | 0.01% | +156 | New |
| Laffer Tengler Investments | 166 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 189 | $11.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 186 | $11.5K | 0.00% | +89+91.8% | Added |
| FinTrust Capital Advisors, LLC | 197 | $11.9K | 0.00% | +162+462.9% | Added |
| Parkside Financial Bank & Trust | 204 | $12.3K | 0.00% | −12−5.6% | Reduced |
| Huntington National Bank | 229 | $13.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 230 | $13.9K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 235 | $14.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 244 | $14.7K | 0.00% | +69+39.4% | Added |
| Central Pacific Bank - Trust Division | 248 | $15.0K | 0.00% | +248 | New |
| Rise Advisors, LLC | 262 | $15.8K | 0.01% | +2+0.8% | Added |
| Farmers & Merchants Investments Inc | 263 | $15.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 273 | $16.5K | 0.00% | +2+0.7% | Added |
| Quarry LP | 278 | $16.8K | 0.01% | +21+8.2% | Added |
| Spire Wealth Management | 289 | $17.4K | 0.00% | +231+398.3% | Added |
| Heritage Wealth Advisors | 300 | $18.1K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 302 | $18.2K | 0.01% | −20−6.2% | Reduced |
| Northwest Investment Counselors, LLC | 365 | $22.0K | 0.01% | +365 | New |
| GAMMA Investing LLC | 368 | $22.2K | 0.00% | +114+44.9% | Added |
| HM Payson & Co | 385 | $23.2K | 0.00% | −263−40.6% | Reduced |
| IFP Advisors, Inc | 390 | $23.5K | 0.00% | +346+786.4% | Added |
| Nomura Asset Management Co Ltd | 390 | $23.5K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 393 | $23.7K | 0.02% | +393 | New |
| Sandy Spring Bank | 396 | $23.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 418 | $25.2K | 0.00% | −42−9.1% | Reduced |
| Key Financial Inc | 450 | $27.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 460 | $27.7K | 0.00% | −34,937−98.7% | Reduced |
| Versant Capital Management, Inc | 468 | $28.2K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 481 | $29.0K | 0.00% | +481 | New |
| Principal Securities, Inc. | 483 | $29.1K | 0.00% | −34−6.6% | Reduced |
| Signaturefd, LLC | 649 | $39.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 668 | $40.3K | 0.00% | −16−2.3% | Reduced |