| Ogorek Anthony Joseph | 277 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 129 | $0 | 0.00% | −9−6.5% | Reduced |
| Toronto Dominion Bank | 2 | $6 | 0.00% | −336,027−100.0% | Reduced |
| VisionPoint Advisory Group, LLC | 2 | $6 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $6 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $11 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 5 | $15 | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 6 | $17 | 0.00% | −3,088−99.8% | Reduced |
| Insight Financial Services | 8 | $22 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 8 | $23 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 16 | $46 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 20 | $57 | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 20 | $57 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $69 | 0.00% | −25−51.0% | Reduced |
| Washington Trust Co | 25 | $71 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 25 | $71 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $72 | 0.00% | +10+66.7% | Added |
| Bear Mountain Capital, Inc. | 40 | $97 | 0.00% | −55−57.9% | Reduced |
| St Germain D J Co Inc | 40 | $114 | 0.00% | −17−29.8% | Reduced |
| Orion Capital Management LLC | 45 | $128 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 45 | $129 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 48 | $137 | 0.00% | −48−50.0% | Reduced |
| Key Financial Inc | 50 | $142 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $143 | 0.00% | −550−91.7% | Reduced |
| Versant Capital Management, Inc | 50 | $143 | 0.00% | −178−78.1% | Reduced |
| Beacon Capital Management, LLC | 50 | $143 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 50 | $143 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $143 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $143 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $143 | 0.00% | +19+61.3% | Added |
| JFS Wealth Advisors, LLC | 57 | $163 | 0.00% | −34−37.4% | Reduced |
| AdvisorNet Financial, Inc | 71 | $202 | 0.00% | +16+29.1% | Added |
| Burkett Financial Services, LLC | 78 | $222 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 89 | $254 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 90 | $257 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 94 | $268 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $285 | 0.00% | −200−66.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $285 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $285 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $285 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 100 | $285 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $285 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $285 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $285 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 100 | $286 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 101 | $288 | 0.00% | −601−85.6% | Reduced |
| Bell Investment Advisors, Inc | 102 | $291 | 0.00% | −237−69.9% | Reduced |
| Colonial Trust Advisors | 105 | $299 | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 119 | $304 | 0.00% | +119 | New |
| Pacific Capital Wealth Advisors, Inc | 108 | $308 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 119 | $339 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 150 | $428 | 0.00% | −150−50.0% | Reduced |
| Sachetta, LLC | 104 | $438 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 156 | $444 | 0.00% | +108+225.0% | Added |
| Prestige Wealth Management Group LLC | 175 | $499 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 185 | $527 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 197 | $561 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 198 | $564 | 0.00% | +46+30.3% | Added |
| FSA Wealth Management LLC | 205 | $584 | 0.00% | +200+4,000.0% | Added |
| TD Capital Management LLC | 211 | $601 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 227 | $647 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 264 | $784 | 0.00% | +264 | New |
| Beaird Harris Wealth Management, LLC | 276 | $787 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 287 | $818 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 300 | $855 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $855 | 0.00% | +300 | New |
| Central Trust Co | 310 | $884 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 340 | $969 | 0.00% | −900−72.6% | Reduced |
| Sound Income Strategies, LLC | 341 | $972 | 0.00% | +117+52.2% | Added |
| Hazlett, Burt & Watson, Inc. | 325 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 273 | $1.00K | 0.00% | +10+3.8% | Added |
| AlphaMark Advisors, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 350 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 389 | $1.11K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 400 | $1.14K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 275 | $1.16K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 408 | $1.16K | 0.00% | +203+99.0% | Added |
| CGC Financial Services, LLC | 409 | $1.17K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 414 | $1.18K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 420 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 424 | $1.21K | 0.00% | +390+1,147.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 437 | $1.25K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 445 | $1.27K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 302 | $1.27K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 450 | $1.28K | 0.00% | −679−60.1% | Reduced |
| Trifecta Capital Advisors, LLC | 450 | $1.28K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 450 | $1.28K | 0.00% | +200+80.0% | Added |
| Crewe Advisors LLC | 463 | $1.32K | 0.00% | −72−13.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 500 | $1.42K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 500 | $1.43K | 0.00% | −400−44.4% | Reduced |
| First United Bank Trust | 500 | $1.43K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $1.43K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 500 | $1.43K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 501 | $1.43K | 0.00% | +500+50,000.0% | Added |
| Bartlett & Co. Wealth Management LLC | 540 | $1.54K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 553 | $1.58K | 0.00% | +553 | New |
| Macroview Investment Management LLC | 585 | $1.67K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 680 | $1.94K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 802 | $2.00K | 0.00% | +2+0.3% | Added |