| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 23,900 | $150 | 0.01% | +23,900 | New |
| Larson Financial Group LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $323 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $326 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $331 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2 | $386 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $484 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $484 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 4 | $637 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 4 | $645 | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 4 | $646 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $646 | 0.00% | +4 | New |
| McIlrath & Eck, LLC | 6 | $975 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.13K | 0.00% | +3+75.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 7 | $1.13K | 0.00% | +7 | New |
| Gilliland Jeter Wealth Management LLC | 8 | $1.29K | 0.00% | +8 | New |
| Nemes Rush Group LLC | 9 | $1.45K | 0.00% | −38−80.9% | Reduced |
| Manchester Capital Management LLC | 11 | $1.77K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | −10−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $2.42K | 0.00% | −1−6.3% | Reduced |
| ClariVest Asset Management LLC | 16 | $2.58K | 0.00% | +8+100.0% | Added |
| Colonial Trust Co | 16 | $2.60K | 0.00% | −7−30.4% | Reduced |
| Perritt Capital Management Inc | 17 | $2.75K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $3.00K | 0.00% | −3−15.8% | Reduced |
| Hilltop National Bank | 20 | $3.23K | 0.00% | +20 | New |
| Carmichael Hill & Associates, Inc. | 20 | $3.23K | 0.00% | +20 | New |
| Jackson, Grant Investment Advisers, Inc. | 21 | $3.39K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 22 | $3.55K | 0.00% | +22 | New |
| Valued Wealth Advisors LLC | 22 | $3.55K | 0.00% | +5+29.4% | Added |
| WR Wealth Planners, LLC | 23 | $3.71K | 0.00% | +23 | New |
| Tucker Asset Management LLC | 24 | $3.87K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $4.00K | 0.00% | −4−13.8% | Reduced |
| Sound Income Strategies, LLC | 25 | $4.03K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 26 | $4.19K | 0.00% | −525−95.3% | Reduced |
| Private Wealth Management Group, LLC | 26 | $4.19K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 27 | $4.36K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 28 | $4.46K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 29 | $4.68K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 30 | $4.83K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 31 | $5.02K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 32 | $5.16K | 0.00% | −36,551−99.9% | Reduced |
| Raffa Wealth Management, LLC | 32 | $5.16K | 0.00% | −6−15.8% | Reduced |
| Sunbelt Securities, Inc. | 32 | $5.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $5.32K | 0.00% | +5+17.9% | Added |
| Davidson Capital Management Inc. | 41 | $6.61K | 0.00% | +7+20.6% | Added |
| Halpern Financial, Inc. | 43 | $6.81K | 0.00% | −23−34.8% | Reduced |
| Pinnacle Bancorp, Inc. | 44 | $7.10K | 0.00% | −25−36.2% | Reduced |
| Abich Financial Wealth Management LLC | 47 | $7.58K | 0.01% | +15+46.9% | Added |
| Roble, Belko & Company, Inc | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 52 | $8.00K | 0.00% | +52 | New |
| Archer Investment Corp | 50 | $8.06K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 50 | $8.06K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 50 | $8.06K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 52 | $8.39K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 53 | $8.55K | 0.00% | +29+120.8% | Added |
| Retirement Group, LLC | 56 | $9.03K | 0.00% | +56 | New |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 60 | $9.68K | 0.04% | +60 | New |
| Aspire Private Capital, LLC | 61 | $9.81K | 0.00% | +7+13.0% | Added |
| Washington Trust Co | 65 | $10.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 65 | $10.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 66 | $10.6K | 0.00% | +13+24.5% | Added |
| Venturi Wealth Management, LLC | 70 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $11.5K | 0.00% | −3−4.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 75 | $12.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 75 | $12.1K | 0.01% | −500−87.0% | Reduced |
| Duncker Streett & Co Inc | 75 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 86 | $13.9K | 0.00% | −227−72.5% | Reduced |
| Prestige Wealth Management Group LLC | 93 | $15.0K | 0.00% | +1+1.1% | Added |
| Delta Asset Management LLC | 100 | $16.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 100 | $16.1K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 100 | $16.1K | 0.01% | +100 | New |
| Sofos Investments, Inc. | 104 | $17.3K | 0.00% | +54+108.0% | Added |
| Cornerstone Planning Group LLC | 112 | $17.6K | 0.01% | +8+7.7% | Added |
| Capital Advisors, Ltd. LLC | 118 | $19.0K | 0.00% | −18−13.2% | Reduced |
| Hanson & Doremus Investment Management | 120 | $19.0K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 121 | $19.5K | 0.01% | +121 | New |
| New Covenant Trust Company, N.A. | 128 | $20.6K | 0.02% | +128 | New |
| Cranbrook Wealth Management, LLC | 139 | $22.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 140 | $22.6K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 150 | $23.3K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 146 | $23.5K | 0.00% | +31+27.0% | Added |
| Erste Asset Management GmbH | 150 | $24.2K | 0.00% | −8,945−98.4% | Reduced |
| HHM Wealth Advisors, LLC | 150 | $24.2K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 151 | $24.4K | 0.02% | −200−57.0% | Reduced |
| M&R Capital Management Inc | 159 | $25.6K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 160 | $25.8K | 0.02% | +50+45.5% | Added |
| Crewe Advisors LLC | 161 | $26.0K | 0.00% | +161 | New |
| Rise Advisors, LLC | 175 | $28.3K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 180 | $29.0K | 0.02% | +180 | New |
| TCTC Holdings, LLC | 182 | $29.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 182 | $29.4K | 0.01% | +1+0.6% | Added |
| Umb Bank N A | 190 | $30.6K | 0.00% | −922−82.9% | Reduced |
| Princeton Global Asset Management LLC | 190 | $30.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $32.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 200 | $32.3K | 0.01% | −1−0.5% | Reduced |
| Fernwood Investment Management, LLC | 200 | $32.3K | 0.01% | +200 | New |
| Financial Synergies Wealth Advisors, Inc. | 204 | $32.9K | 0.00% | 00.0% | Unchanged |