| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 0 | $4 | 0.00% | 0 | New |
| Main Street Group, LTD | 1 | $20 | 0.00% | −210−99.5% | Reduced |
| AdvisorNet Financial, Inc | 3 | $58 | 0.00% | −18−85.7% | Reduced |
| Principal Securities, Inc. | 4 | $71 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4 | $78 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $78 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $95 | 0.00% | +6 | New |
| Clark Wealth Partners | 6 | $117 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $175 | 0.00% | +9 | New |
| Fairman Group, LLC | 10 | $177 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10 | $194 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $194 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 10 | $194 | 0.00% | +10 | New |
| IAG Wealth Partners, LLC | 10 | $194 | 0.00% | +10 | New |
| Salem Investment Counselors Inc | 10 | $195 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $195 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $195 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 10 | $195 | 0.00% | +10 | New |
| Huntington National Bank | 15 | $291 | 0.00% | −195−92.9% | Reduced |
| Tortoise Investment Management, LLC | 15 | $291 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $291 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 17 | $330 | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 23 | $368 | 0.00% | +5+27.8% | Added |
| Smallwood Wealth Investment Management, LLC | 20 | $388 | 0.00% | +20 | New |
| Ameriflex Group, Inc. | 20 | $389 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 20 | $400 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $447 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 24 | $466 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 28 | $544 | 0.00% | +28 | New |
| Larson Financial Group LLC | 32 | $622 | 0.00% | +19+146.2% | Added |
| UMA Financial Services, Inc. | 35 | $681 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 38 | $738 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 40 | $778 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 42 | $816 | 0.00% | +24+133.3% | Added |
| South State Corp. | 45 | $875 | 0.00% | +45 | New |
| Vermillion Wealth Management, Inc. | 46 | $894 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 47 | $913 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 49 | $952 | 0.00% | −218−81.6% | Reduced |
| Anchor Investment Management, LLC | 50 | $972 | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 50 | $972 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 61 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 102 | $1.00K | 0.00% | +102 | New |
| Bell Investment Advisors, Inc | 53 | $1.03K | 0.00% | +25+89.3% | Added |
| Red Tortoise LLC | 57 | $1.11K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 59 | $1.15K | 0.00% | +8+15.7% | Added |
| Millstone Evans Group, LLC | 63 | $1.22K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 68 | $1.32K | 0.00% | +51+300.0% | Added |
| Sachetta, LLC | 69 | $1.34K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 70 | $1.36K | 0.00% | +70 | New |
| Highline Wealth Partners LLC | 71 | $1.38K | 0.00% | +71 | New |
| Harbour Investments, Inc. | 82 | $1.59K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 86 | $1.67K | 0.00% | +86 | New |
| CNB Bank | 88 | $1.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 88 | $1.71K | 0.00% | +7+8.6% | Added |
| Center for Financial Planning, Inc. | 97 | $1.89K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 97 | $1.89K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 99 | $1.92K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 132 | $1.93K | 0.00% | −1,795−93.1% | Reduced |
| Tompkins Financial Corp | 100 | $1.94K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 100 | $1.94K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $1.94K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $1.94K | 0.00% | +100 | New |
| MJT & Associates Financial Advisory Group, Inc. | 100 | $1.94K | 0.00% | +100 | New |
| Coston, McIsaac & Partners | 148 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 112 | $2.18K | 0.00% | +112 | New |
| Private Wealth Management Group, LLC | 118 | $2.29K | 0.00% | −55−31.8% | Reduced |
| Massmutual Trust Co FSB | 121 | $2.35K | 0.00% | −133−52.4% | Reduced |
| Groupe la Francaise | 160 | $2.57K | 0.00% | +160 | New |
| Washington Trust Advisors, Inc. | 133 | $2.58K | 0.00% | 00.0% | Unchanged |
| Motco | 135 | $2.62K | 0.00% | +135 | New |
| LRI Investments, LLC | 140 | $2.72K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 148 | $2.88K | 0.00% | −39−20.9% | Reduced |
| Chilton Capital Management LLC | 150 | $2.92K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 150 | $2.92K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 150 | $2.92K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 153 | $2.97K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 153 | $2.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 212 | $3.23K | 0.00% | +12+6.0% | Added |
| Continuum Advisory, LLC | 193 | $3.75K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 197 | $3.83K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 200 | $3.89K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 200 | $3.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 215 | $4.18K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 224 | $4.35K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 229 | $4.45K | 0.00% | −89−28.0% | Reduced |
| GWM Advisors LLC | 280 | $5.44K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 300 | $5.83K | 0.00% | +300 | New |
| Hemington Wealth Management | 326 | $6.00K | 0.00% | +170+109.0% | Added |
| Smartleaf Asset Management LLC | 334 | $6.45K | 0.00% | −6,745−95.3% | Reduced |
| NCP Inc. | 400 | $7.77K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 501 | $7.90K | 0.00% | −81−13.9% | Reduced |
| Aventura Private Wealth, LLC | 410 | $7.97K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 420 | $8.15K | 0.00% | +81+23.9% | Added |
| Skopos Labs, Inc. | 427 | $8.30K | 0.00% | +324+314.6% | Added |
| Atlantic Trust, LLC | 519 | $10.1K | 0.00% | +519 | New |
| Parvin Asset Management, LLC | 550 | $10.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 555 | $10.8K | 0.00% | +47+9.3% | Added |