| Pacifica Partners Inc. | 1 | $1.00K | 0.00% | −9−90.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1 | $1.00K | 0.00% | −2−66.7% | Reduced |
| Beacon Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| JJJ Advisors Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1 | $1.00K | 0.00% | +1 | New |
| Morton Brown Family Wealth, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Glen Eagle Advisors, LLC | 2 | $1.66K | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 3 | $2.00K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $2.00K | 0.00% | +3 | New |
| Umb Bank N A | 4 | $3.00K | 0.00% | −22−84.6% | Reduced |
| Mizuho Securities Co. Ltd. | 4 | $3.00K | 0.00% | −1−20.0% | Reduced |
| Hallmark Capital Management Inc | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4 | $3.00K | 0.00% | −82−95.3% | Reduced |
| Bellwether Advisors, LLC | 4 | $3.00K | 0.00% | +1+33.3% | Added |
| Cribstone Capital Management, LLC | 5 | $4.00K | 0.00% | −5−50.0% | Reduced |
| Baystate Wealth Management LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 6 | $5.00K | 0.00% | −24−80.0% | Reduced |
| Clearstead Advisors, LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 6 | $5.00K | 0.00% | +6 | New |
| Optimum Investment Advisors | 7 | $6.00K | 0.00% | −70−90.9% | Reduced |
| Wagner Wealth Management, LLC | 7 | $6.00K | 0.00% | −1−12.5% | Reduced |
| Quent Capital, LLC | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 9 | $7.00K | 0.00% | −4−30.8% | Reduced |
| Crewe Advisors LLC | 8 | $7.00K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 9 | $7.00K | 0.00% | +9 | New |
| TD Capital Management LLC | 8 | $7.00K | 0.00% | +8 | New |
| Money Concepts Capital Corp | 10 | $8.00K | 0.00% | −2−16.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 10 | $8.00K | 0.00% | −1−9.1% | Reduced |
| State of Wyoming | 10 | $8.00K | 0.00% | −1−9.1% | Reduced |
| Ogorek Anthony Joseph | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 10 | $8.00K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 10 | $8.00K | 0.00% | +5+100.0% | Added |
| Salem Investment Counselors Inc | 11 | $9.00K | 0.00% | −576−98.1% | Reduced |
| Ronald Blue Trust, Inc. | 13 | $9.00K | 0.00% | −26−66.7% | Reduced |
| FinTrust Capital Advisors, LLC | 11 | $9.00K | 0.00% | −22−66.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 11 | $9.00K | 0.00% | +4+57.1% | Added |
| JFS Wealth Advisors, LLC | 12 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 13 | $11.0K | 0.00% | −11−45.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 15 | $12.0K | 0.01% | −34−69.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 15 | $12.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 15 | $12.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $12.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 14 | $12.0K | 0.01% | +14 | New |
| Carolinas Wealth Consulting LLC | 16 | $13.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 17 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $14.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 18 | $15.0K | 0.01% | −5,855−99.7% | Reduced |
| Adirondack Trust Co | 18 | $15.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $15.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $16.0K | 0.00% | −109−84.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 20 | $17.0K | 0.01% | −10−33.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 21 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $17.0K | 0.01% | +20 | New |
| GHP Investment Advisors, Inc. | 22 | $18.0K | 0.00% | +2+10.0% | Added |
| Selective Wealth Management, Inc. | 23 | $19.0K | 0.01% | +23 | New |
| Harbour Investments, Inc. | 31 | $20.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 26 | $21.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 25 | $21.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 26 | $21.5K | 0.00% | −16−38.1% | Reduced |
| TD Private Client Wealth LLC | 26 | $21.5K | 0.00% | −5−16.1% | Reduced |
| HM Payson & Co | 26 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 26 | $22.0K | 0.02% | 00.0% | Unchanged |
| Resolute Partners Group | 27 | $22.0K | 0.00% | +27 | New |
| Lindbrook Capital, LLC | 28 | $23.0K | 0.00% | −6−17.6% | Reduced |
| Allworth Financial LP | 28 | $23.0K | 0.00% | −3−9.7% | Reduced |
| Elequin Capital LP | 29 | $24.0K | 0.01% | −20−40.8% | Reduced |
| John W. Brooker & Co., CPAs | 29 | $24.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 29 | $24.0K | 0.00% | +5+20.8% | Added |
| North Star Investment Management Corp. | 30 | $25.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 30 | $25.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 31 | $26.0K | 0.00% | +15+93.8% | Added |
| Johnson Financial Group, Inc. | 30 | $27.0K | 0.00% | −3−9.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 33 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $27.0K | 0.01% | +8+32.0% | Added |
| Lee Financial Co | 34 | $28.0K | 0.01% | −18−34.6% | Reduced |
| Ellevest, Inc. | 34 | $28.0K | 0.00% | −1−2.9% | Reduced |
| Wesleyan Assurance Society | 35 | $29.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $29.0K | 0.00% | +11+45.8% | Added |
| Atlas Capital Advisors LLC | 36 | $29.8K | 0.01% | +29+414.3% | Added |
