| SOA Wealth Advisors, LLC. | 1 | $13 | 0.00% | −112−99.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $13 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $14 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 3 | $39 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $39 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $39 | 0.00% | +3 | New |
| Garde Capital, Inc. | 5 | $66 | 0.00% | +5 | New |
| West Paces Advisors Inc. | 9 | $118 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $131 | 0.00% | −2−16.7% | Reduced |
| Whipplewood Advisors, LLC | 4 | $144 | 0.00% | −7−63.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $183 | 0.00% | −4−22.2% | Reduced |
| Raffa Wealth Management, LLC | 18 | $235 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $236 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19 | $248 | 0.00% | +4+26.7% | Added |
| SJS Investment Consulting Inc. | 20 | $262 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $301 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 25 | $327 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $327 | 0.00% | +25 | New |
| Your Advocates Ltd., LLP | 29 | $379 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $392 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $392 | 0.00% | +30 | New |
| Bryn Mawr Trust Co | 31 | $405 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 36 | $471 | 0.00% | +36 | New |
| Private Trust Co NA | 39 | $509 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 44 | $575 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 45 | $588 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $614 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 47 | $614 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 49 | $640 | 0.00% | −33−40.2% | Reduced |
| Hughes Financial Services, LLC | 50 | $650 | 0.00% | +50 | New |
| Independence Bank of Kentucky | 50 | $653 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 50 | $653 | 0.00% | +50 | New |
| First Horizon Advisors, Inc. | 59 | $771 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 60 | $784 | 0.00% | −38−38.8% | Reduced |
| Evelyn Partners Investment Management LLP | 60 | $784 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 62 | $809 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 62 | $810 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 62 | $810 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 63 | $823 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 64 | $836 | 0.00% | −113−63.8% | Reduced |
| SBI Securities Co., Ltd. | 72 | $940 | 0.00% | +1+1.4% | Added |
| Capital Advisors, Ltd. LLC | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 60 | $1.00K | 0.00% | +60 | New |
| IAG Wealth Partners, LLC | 80 | $1.04K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 80 | $1.04K | 0.00% | +45+128.6% | Added |
| Brown Brothers Harriman & Co | 83 | $1.08K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 85 | $1.11K | 0.00% | +85 | New |
| Fortitude Family Office, LLC | 90 | $1.18K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 91 | $1.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $1.31K | 0.00% | −32−24.2% | Reduced |
| North Star Investment Management Corp. | 100 | $1.31K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 106 | $1.39K | 0.00% | −50−32.1% | Reduced |
| Salomon & Ludwin, LLC | 108 | $1.41K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 123 | $1.61K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 124 | $1.61K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 153 | $2.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 155 | $2.02K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 159 | $2.08K | 0.00% | +159 | New |
| Sofos Investments, Inc. | 160 | $2.09K | 0.00% | +160 | New |
| Skopos Labs, Inc. | 162 | $2.12K | 0.00% | +162 | New |
| Armstrong Advisory Group, Inc | 160 | $2.34K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 179 | $2.34K | 0.00% | +132+280.9% | Added |
| AdvisorNet Financial, Inc | 180 | $2.35K | 0.00% | +180 | New |
| Washington Trust Co | 200 | $2.61K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $2.61K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $2.61K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 200 | $2.61K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 200 | $2.61K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 200 | $2.61K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 200 | $2.61K | 0.00% | +200 | New |
| Clearstead Advisors, LLC | 210 | $2.74K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 219 | $2.86K | 0.00% | +219 | New |
| Hemington Wealth Management | 257 | $3.00K | 0.00% | −9−3.4% | Reduced |
| Bell Investment Advisors, Inc | 251 | $3.28K | 0.00% | −39−13.4% | Reduced |
| Pinnacle Bancorp, Inc. | 300 | $3.92K | 0.00% | −300−50.0% | Reduced |
| Costello Asset Management, INC | 300 | $3.92K | 0.00% | +300 | New |
| Hantz Financial Services, Inc. | 299 | $4.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 329 | $4.30K | 0.00% | −200−37.8% | Reduced |
| Geneos Wealth Management Inc. | 330 | $4.31K | 0.00% | +28+9.3% | Added |
| Harbor Investment Advisory, LLC | 336 | $4.39K | 0.00% | −103−23.5% | Reduced |
| Allworth Financial LP | 387 | $4.59K | 0.00% | +49+14.5% | Added |
| National Bank of Canada | 366 | $4.77K | 0.00% | −67−15.5% | Reduced |
| Bessemer Group Inc | 356 | $5.00K | 0.00% | −61−14.6% | Reduced |
| Westside Investment Management, Inc. | 400 | $5.22K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $5.22K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 400 | $5.22K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 409 | $5.34K | 0.00% | +409 | New |
| Trivant Custom Portfolio Group, LLC | 443 | $5.79K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 448 | $5.85K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 484 | $6.00K | 0.00% | +484 | New |
| IFP Advisors, Inc | 491 | $6.57K | 0.00% | −15−3.0% | Reduced |
| Crewe Advisors LLC | 534 | $6.97K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 544 | $7.11K | 0.00% | −150−21.6% | Reduced |
| Harbor Capital Advisors, Inc. | 596 | $8.00K | 0.00% | +205+52.4% | Added |
| Umb Bank N A | 614 | $8.02K | 0.00% | −29−4.5% | Reduced |
| Addison Advisors LLC | 619 | $8.09K | 0.00% | +37+6.4% | Added |
| EverSource Wealth Advisors, LLC | 627 | $8.19K | 0.00% | +134+27.2% | Added |
| Parallel Advisors, LLC | 664 | $8.67K | 0.00% | +67+11.2% | Added |
| Larson Financial Group LLC | 669 | $8.74K | 0.00% | +628+1,531.7% | Added |
| MCF Advisors LLC | 692 | $9.04K | 0.00% | 00.0% | Unchanged |