| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $51 | 0.00% | +1 | New |
| Central Trust Co | 2 | $101 | 0.00% | −48−96.0% | Reduced |
| Trust Co of Vermont | 2 | $101 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $151 | 0.00% | +1+50.0% | Added |
| Valued Wealth Advisors LLC | 3 | $152 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4 | $201 | 0.00% | +4 | New |
| MCF Advisors LLC | 4 | $202 | 0.00% | −5,475−99.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 4 | $202 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $353 | 0.00% | −4−36.4% | Reduced |
| Key Financial Inc | 9 | $453 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9 | $454 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 9 | $454 | 0.00% | +9 | New |
| Macroview Investment Management LLC | 11 | $554 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 11 | $554 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $654 | 0.00% | −160−92.5% | Reduced |
| SJS Investment Consulting Inc. | 13 | $655 | 0.00% | −7−35.0% | Reduced |
| Washington Growth Strategies LLC | 39 | $740 | 0.06% | +39 | New |
| ClariVest Asset Management LLC | 18 | $796 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 17 | $856 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 17 | $856 | 0.00% | +17 | New |
| NVWM, LLC | 18 | $906 | 0.00% | +13+260.0% | Added |
| Smithfield Trust Co | 22 | $1.00K | 0.00% | +22 | New |
| Carolinas Wealth Consulting LLC | 20 | $1.01K | 0.00% | +15+300.0% | Added |
| FinTrust Capital Advisors, LLC | 20 | $1.01K | 0.00% | +20 | New |
| DT Investment Partners, LLC | 21 | $1.06K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $1.21K | 0.00% | +5+26.3% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $1.26K | 0.00% | −1−3.8% | Reduced |
| WR Wealth Planners, LLC | 25 | $1.26K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 27 | $1.40K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $1.56K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 34 | $1.71K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 36 | $1.79K | 0.00% | +1+2.9% | Added |
| Sandy Spring Bank | 37 | $1.86K | 0.00% | +37 | New |
| Lazard Asset Management LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 48 | $2.12K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 46 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 47 | $2.44K | 0.00% | −7−13.0% | Reduced |
| Washington Trust Co | 50 | $2.52K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 56 | $2.86K | 0.00% | +56 | New |
| Penserra Capital Management LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 63 | $3.17K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 66 | $3.32K | 0.00% | −7−9.6% | Reduced |
| Signature Resources Capital Management, LLC | 67 | $3.37K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 68 | $3.42K | 0.00% | −36−34.6% | Reduced |
| Central Pacific Bank - Trust Division | 68 | $3.42K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 80 | $4.03K | 0.00% | +37+86.0% | Added |
| Bell Investment Advisors, Inc | 81 | $4.08K | 0.00% | +14+20.9% | Added |
| Painted Porch Advisors LLC | 81 | $4.08K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 83 | $4.18K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 83 | $4.18K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 80 | $4.20K | 0.00% | +80 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 84 | $4.23K | 0.00% | +24+40.0% | Added |
| Oarsman Capital, Inc. | 90 | $4.53K | 0.00% | +90 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 97 | $4.88K | 0.00% | +1+1.0% | Added |
| Continuum Advisory, LLC | 103 | $5.00K | 0.00% | +8+8.4% | Added |
| Hazlett, Burt & Watson, Inc. | 100 | $5.00K | 0.00% | −200−66.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $5.00K | 0.00% | −25−20.0% | Reduced |
| Rosenberg Matthew Hamilton | 104 | $5.24K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 107 | $5.39K | 0.00% | +96+872.7% | Added |
| Dunhill Financial, LLC | 111 | $5.61K | 0.00% | +39+54.2% | Added |
| GPS Wealth Strategies Group, LLC | 115 | $5.79K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 104 | $6.00K | 0.00% | +104 | New |
| JFS Wealth Advisors, LLC | 122 | $6.14K | 0.00% | +23+23.2% | Added |
| Syntax Research, Inc. | 129 | $6.49K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 131 | $6.59K | 0.00% | −61−31.8% | Reduced |
| Avion Wealth | 149 | $7.00K | 0.00% | +116+351.5% | Added |
| Arlington Trust Co LLC | 140 | $7.05K | 0.00% | +120+600.0% | Added |
| Financial Gravity Companies, Inc. | 140 | $7.05K | 0.00% | +140 | New |
| Whittier Trust Co of Nevada Inc | 147 | $7.40K | 0.00% | −7−4.5% | Reduced |
| Raleigh Capital Management Inc. | 159 | $8.00K | 0.00% | +69+76.7% | Added |
| Beacon Capital Management, LLC | 176 | $8.86K | 0.00% | +106+151.4% | Added |
| REAP Financial Group, LLC | 177 | $8.91K | 0.00% | +177 | New |
| Westside Investment Management, Inc. | 180 | $9.06K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 189 | $9.52K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 190 | $9.56K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 191 | $9.62K | 0.00% | −32−14.3% | Reduced |
| MV Capital Management, Inc. | 194 | $9.77K | 0.00% | −118−37.8% | Reduced |
| Hemington Wealth Management | 194 | $10.0K | 0.00% | +194 | New |
| Proequities, Inc. | 199 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 205 | $10.3K | 0.00% | +205 | New |
| McIlrath & Eck, LLC | 207 | $10.4K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 220 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 230 | $11.6K | 0.01% | −421−64.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 229 | $12.0K | 0.00% | −677−74.7% | Reduced |
| City State Bank | 245 | $12.3K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 245 | $12.3K | 0.00% | +245 | New |
| Pinnacle Bancorp, Inc. | 265 | $13.3K | 0.00% | +265 | New |
| Jamison Private Wealth Management, Inc. | 284 | $14.3K | 0.00% | +284 | New |
| GHP Investment Advisors, Inc. | 291 | $14.7K | 0.00% | +37+14.6% | Added |
| Register Financial Advisors LLC | 333 | $16.8K | 0.01% | −9−2.6% | Reduced |
| Umb Bank N A | 336 | $16.9K | 0.00% | −84−20.0% | Reduced |
| Spire Wealth Management | 337 | $17.0K | 0.00% | +3+0.9% | Added |
| AdvisorNet Financial, Inc | 341 | $17.2K | 0.00% | +324+1,905.9% | Added |
| Sugarloaf Wealth Management, LLC | 388 | $19.5K | 0.00% | +2+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 400 | $20.1K | 0.00% | +100+33.3% | Added |
| NBT Bank N A | 408 | $20.5K | 0.00% | +408 | New |