| Enterprise Financial Services Corp | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1 | $1.35K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 1 | $1.35K | 0.00% | +1 | New |
| Absolute Capital Management, LLC | 1 | $1.35K | 0.00% | +1 | New |
| Ellis Investment Partners, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2 | $3.00K | 0.00% | −23−92.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $3.00K | 0.00% | +2 | New |
| Blue Bell Private Wealth Management, LLC | 2 | $3.00K | 0.00% | +2 | New |
| Stonebridge Capital Advisors LLC | 2 | $3.00K | 0.00% | +2 | New |
| Massmutual Trust Co FSB | 3 | $4.00K | 0.00% | −2−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3 | $4.00K | 0.00% | +3 | New |
| Northern Oak Wealth Management Inc | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4 | $5.00K | 0.00% | +4 | New |
| Cambridge Trust Co | 4 | $5.00K | 0.00% | +4 | New |
| Mizuho Securities Co. Ltd. | 4 | $5.00K | 0.00% | +4 | New |
| Delta Asset Management LLC | 5 | $7.00K | 0.00% | −5−50.0% | Reduced |
| Baystate Wealth Management LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5 | $7.00K | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 5 | $7.00K | 0.00% | +5 | New |
| Vectors Research Management, LLC | 5 | $7.00K | 0.00% | +5 | New |
| Alaethes Wealth LLC | 5 | $7.00K | 0.00% | +5 | New |
| CarsonAllaria Wealth Management, Ltd. | 5 | $7.00K | 0.01% | +5 | New |
| High Net Worth Advisory Group LLC | 5 | $7.00K | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $9.00K | 0.01% | −24−77.4% | Reduced |
| TSFG, LLC | 7 | $9.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 7 | $9.00K | 0.01% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 9 | $9.00K | 0.01% | +9 | New |
| Atlas Capital Advisors LLC | 7 | $9.44K | 0.00% | +4+133.3% | Added |
| Quent Capital, LLC | 7 | $10.0K | 0.00% | +7 | New |
| Hall Laurie J Trustee | 8 | $11.0K | 0.00% | −50−86.2% | Reduced |
| Pacifica Partners Inc. | 10 | $11.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $11.0K | 0.00% | +8 | New |
| CoreCap Advisors, LLC | 8 | $11.0K | 0.00% | +8 | New |
| Harvest Fund Management Co., Ltd | 9 | $12.0K | 0.00% | −34−79.1% | Reduced |
| Bellwether Advisors, LLC | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 9 | $12.0K | 0.00% | +9 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 9 | $12.0K | 0.00% | +9 | New |
| KRS Capital Management, LLC | 9 | $12.0K | 0.01% | +9 | New |
| Covington Capital Management | 10 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 10 | $13.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $15.0K | 0.00% | −84−88.4% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 13 | $18.0K | 0.00% | 00.0% | Unchanged |
| BIT Capital GmbH | 14 | $18.9K | 0.00% | +14 | New |
| Castleview Partners, LLC | 25,619 | $19.0K | 0.00% | +25,619 | New |
| Annapolis Financial Services, LLC | 15 | $20.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $20.0K | 0.01% | +15 | New |
| TD Waterhouse Canada Inc. | 15 | $21.7K | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 16 | $22.0K | 0.00% | −9−36.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 16 | $22.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 17 | $22.0K | 0.01% | +17 | New |
| SJS Investment Consulting Inc. | 17 | $23.0K | 0.01% | +17 | New |
| State of Wyoming | 18 | $24.0K | 0.01% | −3−14.3% | Reduced |
| Adirondack Trust Co | 18 | $24.0K | 0.01% | −2−10.0% | Reduced |
| Delos Wealth Advisors, LLC | 18 | $24.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 19 | $26.0K | 0.00% | −38−66.7% | Reduced |
| Bell Investment Advisors, Inc | 19 | $26.0K | 0.01% | −10−34.5% | Reduced |
| Ford Financial Group, LLC | 20 | $26.0K | 0.01% | +20 | New |
| Retirement Planning Co of New England, Inc. | 20 | $26.0K | 0.01% | +20 | New |
| Pinnacle Financial Partners Inc | 20 | $27.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 20 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 20 | $27.0K | 0.01% | +20 | New |
| Future Financial Wealth Managment LLC | 20 | $27.0K | 0.02% | +20 | New |
| Tradition Wealth Management, LLC | 20 | $27.0K | 0.00% | +20 | New |
| Kings Point Capital Management | 21 | $28.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $30.0K | 0.01% | +5+29.4% | Added |
| Masso Torrence Wealth Management Inc. | 23 | $31.0K | 0.02% | +23 | New |
| Resolute Partners Group | 24 | $32.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 24 | $32.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 25 | $34.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 26 | $35.0K | 0.00% | −1−3.7% | Reduced |
| Howe & Rusling Inc | 26 | $35.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 27 | $36.0K | 0.00% | −4−12.9% | Reduced |
| Cedar Wealth Management, LLC | 27 | $36.0K | 0.01% | +27 | New |
| Bedel Financial Consulting, Inc. | 29 | $39.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 29 | $39.0K | 0.02% | +4+16.0% | Added |
| John W. Brooker & Co., CPAs | 29 | $39.0K | 0.02% | +29 | New |
| North Star Investment Management Corp. | 30 | $40.0K | 0.00% | 00.0% | Unchanged |
| TAP Consulting, LLC | 30 | $40.0K | 0.01% | +30 | New |
| Alpha Paradigm Partners, LLC | 30 | $40.0K | 0.02% | +30 | New |
| Cassady Schiller Wealth Management, LLC | 30 | $40.0K | 0.02% | +30 | New |
| Kathleen S. Wright Associates Inc. | 30 | $40.0K | 0.03% | +30 | New |
| Johnson Financial Group, Inc. | 31 | $42.0K | 0.00% | −1−3.1% | Reduced |
| Snowden Capital Advisors LLC | 32 | $43.0K | 0.00% | −179−84.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 33 | $44.0K | 0.02% | +33 | New |
| Arcadia Investment Management Corp | 35 | $47.0K | 0.01% | 00.0% | Unchanged |