| Resources Management Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1 | $61 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 1 | $62 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $87 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 2 | $122 | 0.00% | −31−93.9% | Reduced |
| Anchor Investment Management, LLC | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2 | $122 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 2 | $122 | 0.00% | +2 | New |
| Albion Financial Group | 2 | $123 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $183 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $183 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $184 | 0.00% | −1−25.0% | Reduced |
| Rialto Wealth Management, LLC | 4 | $245 | 0.00% | +2+100.0% | Added |
| HFM Investment Advisors, LLC | 4 | $245 | 0.00% | +2+100.0% | Added |
| Cornerstone Planning Group LLC | 5 | $290 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $306 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $306 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $306 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $367 | 0.00% | +6 | New |
| Riverview Trust Co | 7 | $428 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7 | $428 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $488 | 0.00% | +5+166.7% | Added |
| Ankerstar Wealth, LLC | 8 | $489 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 9 | $550 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $550 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $550 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 9 | $550 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 9 | $550 | 0.00% | +9 | New |
| Grove Bank & Trust | 10 | $611 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $733 | 0.00% | +1+9.1% | Added |
| Optiver Holding B.V. | 13 | $794 | 0.00% | −122−90.4% | Reduced |
| Eastern Bank | 14 | $855 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 14 | $855 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 16 | $962 | 0.00% | +1+6.7% | Added |
| SHP Wealth Management | 16 | $977 | 0.00% | +16 | New |
| Golden State Wealth Management, LLC | 16 | $990 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 26 | $1.00K | 0.00% | −6−18.8% | Reduced |
| Global Wealth Strategies & Associates | 18 | $1.10K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 20 | $1.22K | 0.00% | +20 | New |
| Cullen/Frost Bankers, Inc. | 21 | $1.28K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 21 | $1.28K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 23 | $1.41K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 27 | $1.65K | 0.00% | +27 | New |
| MTM Investment Management, LLC | 28 | $1.71K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $1.77K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 29 | $1.77K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $1.83K | 0.00% | −2−6.3% | Reduced |
| Thompson Investment Management, Inc. | 30 | $1.83K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 31 | $1.89K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 1,955 | $1.96K | 0.00% | +1,955 | New |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 33 | $2.00K | 0.04% | +33 | New |
| JFS Wealth Advisors, LLC | 37 | $2.26K | 0.00% | +10+37.0% | Added |
| Quent Capital, LLC | 38 | $2.29K | 0.00% | +1+2.7% | Added |
| Colonial Trust Co | 42 | $2.56K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 44 | $2.69K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 44 | $2.69K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 41 | $2.75K | 0.00% | +41 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 47 | $2.87K | 0.00% | +3+6.8% | Added |
| SageView Advisory Group, LLC | 55 | $3.36K | 0.00% | +55 | New |
| Larson Financial Group LLC | 56 | $3.42K | 0.00% | −29−34.1% | Reduced |
| Red Tortoise LLC | 56 | $3.42K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 57 | $3.48K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 60 | $3.67K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 63 | $3.85K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 65 | $3.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 66 | $4.03K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 78 | $4.76K | 0.00% | +78 | New |
| Bare Financial Services, Inc | 86 | $5.25K | 0.00% | +16+22.9% | Added |
| Trust Co of Toledo NA | 89 | $5.44K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 93 | $5.68K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 94 | $5.74K | 0.00% | −958−91.1% | Reduced |
| Massmutual Trust Co FSB | 95 | $5.80K | 0.00% | −1−1.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 97 | $5.93K | 0.00% | +3+3.2% | Added |
| Rothschild Investment LLC | 98 | $5.99K | 0.00% | −24−19.7% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 99 | $6.05K | 0.00% | +5+5.3% | Added |
| Keating Financial Advisory Services, Inc. | 105 | $6.41K | 0.00% | +105 | New |
| Sound Income Strategies, LLC | 111 | $6.62K | 0.00% | +111 | New |
| 1620 Investment Advisors, Inc. | 110 | $6.72K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 112 | $6.84K | 0.00% | −102−47.7% | Reduced |
| TCTC Holdings, LLC | 114 | $6.96K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 117 | $7.15K | 0.00% | +117 | New |
| Kemnay Advisory Services Inc. | 131 | $8.00K | 0.00% | +131 | New |
| Caitlin John, LLC | 133 | $8.15K | 0.01% | +1+0.8% | Added |
| Harbour Investments, Inc. | 140 | $8.57K | 0.00% | +3+2.2% | Added |
| Bryn Mawr Trust Co | 142 | $8.68K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 142 | $8.68K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 162 | $9.89K | 0.00% | +1+0.6% | Added |
| Danske Bank A/S | 200 | $12.2K | 0.00% | −150,257−99.9% | Reduced |
| AdvisorNet Financial, Inc | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $12.2K | 0.00% | +200 | New |
| SBI Securities Co., Ltd. | 202 | $12.3K | 0.00% | −4−1.9% | Reduced |
| Flagship Harbor Advisors, LLC | 207 | $12.6K | 0.00% | +207 | New |
| CIBC Private Wealth Group, LLC | 208 | $12.7K | 0.00% | −1,037−83.3% | Reduced |
| Acumen Wealth Advisors, LLC | 217 | $13.3K | 0.00% | +217 | New |
| MAI Capital Management | 230 | $14.1K | 0.00% | −134−36.8% | Reduced |