| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | +4 | New |
| Atlas Capital Advisors LLC | 9 | $830 | 0.00% | −1,285−99.3% | Reduced |
| Global Financial Private Client, LLC | 9 | $830 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12 | $1.00K | 0.00% | −154−92.8% | Reduced |
| HM Payson & Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +6 | New |
| Core Alternative Capital | 12 | $1.00K | 0.00% | +12 | New |
| Washington Trust Advisors, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Widmann Financial Services, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Tyler-Stone Wealth Management | 15 | $1.00K | 0.00% | +15 | New |
| Caldwell Trust Co | 19 | $1.75K | 0.00% | −183−90.6% | Reduced |
| Lee Financial Co | 27 | $2.00K | 0.00% | −132−83.0% | Reduced |
| Essex Investment Management Co LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 26 | $2.36K | 0.00% | +26 | New |
| Financial Perspectives, Inc | 27 | $2.49K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $2.95K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 30 | $3.00K | 0.00% | +30 | New |
| Sierra Capital LLC | 30 | $3.00K | 0.00% | +30 | New |
| Schubert & Co | 33 | $3.00K | 0.00% | +33 | New |
| City Holding Co | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 42 | $4.00K | 0.00% | +1+2.4% | Added |
| BerganKDV Wealth Management, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 42 | $4.00K | 0.00% | +42 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 46 | $4.00K | 0.00% | +46 | New |
| Anchor Investment Management, LLC | 50 | $4.61K | 0.00% | +50 | New |
| McIlrath & Eck, LLC | 54 | $5.00K | 0.00% | −79−59.4% | Reduced |
| Whittier Trust Co | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 58 | $5.00K | 0.00% | −1−1.7% | Reduced |
| MCF Advisors LLC | 52 | $5.00K | 0.11% | +24+85.7% | Added |
| JFS Wealth Advisors, LLC | 54 | $5.00K | 0.00% | +54 | New |
| Curi Capital | 58 | $5.00K | 0.00% | +58 | New |
| Amplius Wealth Advisors, LLC | 67 | $6.00K | 0.00% | +67 | New |
| Eukles Asset Management | 75 | $7.00K | 0.00% | +75 | New |
| Massmutual Trust Co FSB | 88 | $8.00K | 0.00% | −98−52.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 91 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 89 | $8.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 90 | $8.00K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 83 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 91 | $8.00K | 0.00% | +59+184.4% | Added |
| Arlington Partners LLC | 86 | $8.00K | 0.00% | +86 | New |
| Strategic Asset Management, LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 93 | $9.00K | 0.00% | +93 | New |
| Sugarloaf Wealth Management, LLC | 100 | $9.00K | 0.00% | +100 | New |
| Aquatic Capital Management LLC | 100 | $9.00K | 0.02% | +100 | New |
| Regency Capital Management Inc. | 100 | $9.00K | 0.01% | +100 | New |
| Sutton Wealth Advisors Inc. | 98 | $9.04K | 0.00% | −4−3.9% | Reduced |
| KB Financial Partners, LLC | 108 | $10.0K | 0.00% | +108 | New |
| Westside Investment Management, Inc. | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 116 | $11.0K | 0.00% | +9+8.4% | Added |
| Smithfield Trust Co | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 129 | $12.0K | 0.00% | +129 | New |
| AlphaMark Advisors, LLC | 145 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 142 | $13.0K | 0.01% | +6+4.4% | Added |
| Country Trust Bank | 136 | $13.0K | 0.00% | +25+22.5% | Added |
| Bell Investment Advisors, Inc | 148 | $14.0K | 0.00% | +10+7.2% | Added |
| Stonebridge Capital Advisors LLC | 150 | $14.0K | 0.00% | +150 | New |
| Insight Financial Services | 154 | $14.0K | 0.01% | +154 | New |
| Peoples Financial Services Corp. | 158 | $15.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 159 | $15.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 184 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 190 | $18.0K | 0.01% | −200−51.3% | Reduced |
| Sageworth Trust Co | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 194 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 194 | $18.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 200 | $18.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 203 | $19.0K | 0.00% | −300−59.6% | Reduced |
| Fieldpoint Private Securities, LLC | 206 | $19.0K | 0.00% | −5−2.4% | Reduced |
| Private Capital Group, LLC | 209 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 210 | $19.0K | 0.01% | +210 | New |
| CKW Financial Group | 200 | $20.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 212 | $20.0K | 0.02% | +2+1.0% | Added |
| Vectors Research Management, LLC | 230 | $21.0K | 0.00% | +120+109.1% | Added |
| Johnson Financial Group, Inc. | 241 | $22.0K | 0.00% | −30−11.1% | Reduced |
| Canton Hathaway, LLC | 236 | $22.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 262 | $24.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 264 | $24.0K | 0.00% | +142+116.4% | Added |
| CVA Family Office, LLC | 258 | $24.0K | 0.01% | +258 | New |
| Tarbox Family Office, Inc. | 284 | $26.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 280 | $26.0K | 0.02% | 00.0% | Unchanged |
| Exane Derivatives | 290 | $26.7K | 0.01% | −44−13.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 292 | $26.9K | 0.00% | −49−14.4% | Reduced |
| Lindbrook Capital, LLC | 294 | $27.0K | 0.00% | +1+0.3% | Added |