| Blue Bell Private Wealth Management, LLC | 1 | $846 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $846 | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1 | $846 | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1 | $846 | 0.00% | +1 | New |
| Yarbrough Capital, LLC | 1 | $846 | 0.00% | +1 | New |
| Sierra Capital LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $1.02K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $1.69K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $1.69K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $1.69K | 0.00% | +1+100.0% | Added |
| Beacon Capital Management, LLC | 2 | $1.69K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $1.69K | 0.00% | +2 | New |
| Freedom Wealth Alliance, LLC | 2 | $1.69K | 0.00% | +2 | New |
| Asset Dedication, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Sugarloaf Wealth Management, LLC | 3 | $2.12K | 0.00% | −57−95.0% | Reduced |
| Cornerstone Planning Group LLC | 2 | $2.15K | 0.00% | +2 | New |
| Bellwether Advisors, LLC | 3 | $2.54K | 0.00% | −1−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $2.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $2.54K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 3 | $2.54K | 0.00% | +3 | New |
| Affiance Financial, LLC | 3 | $2.54K | 0.00% | +3 | New |
| PayPay Securities Corp | 3 | $2.54K | 0.17% | +3 | New |
| James Investment Research Inc | 3 | $3.00K | 0.00% | −14−82.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 3 | $3.00K | 0.00% | −6−66.7% | Reduced |
| Umb Bank N A | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3 | $3.00K | 0.00% | −1−25.0% | Reduced |
| J.Safra Asset Management Corp | 4 | $3.00K | 0.00% | +4 | New |
| Castleview Partners, LLC | 4 | $3.38K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 4 | $3.38K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $3.38K | 0.00% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 4 | $3.38K | 0.00% | +4 | New |
| Sofos Investments, Inc. | 846 | $3.88K | 0.04% | −3,294−79.6% | Reduced |
| Baystate Wealth Management LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 5 | $4.00K | 0.00% | +5 | New |
| Old North State Trust, LLC | 5 | $4.00K | 0.00% | +5 | New |
| TD Private Client Wealth LLC | 5 | $4.23K | 0.00% | −21−80.8% | Reduced |
| Cribstone Capital Management, LLC | 5 | $4.23K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5 | $4.23K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 5 | $4.23K | 0.00% | +5 | New |
| Global Wealth Strategies & Associates | 5 | $4.23K | 0.00% | +5 | New |
| Armstrong Advisory Group, Inc | 5 | $4.23K | 0.00% | +5 | New |
| Ulland Investment Advisors, LLC | 6 | $5.00K | 0.01% | −20−76.9% | Reduced |
| Alpha Paradigm Partners, LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $5.08K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $5.08K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 6 | $5.08K | 0.00% | +6 | New |
| Private Ocean, LLC | 6 | $5.08K | 0.00% | +6 | New |
| Cullen/Frost Bankers, Inc. | 7 | $5.92K | 0.00% | −4−36.4% | Reduced |
| Salem Investment Counselors Inc | 7 | $5.92K | 0.00% | −4−36.4% | Reduced |
| Optimum Investment Advisors | 7 | $5.92K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 7 | $5.92K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 7 | $5.92K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 7 | $6.00K | 0.00% | −3−30.0% | Reduced |
| First Manhattan Co | 8 | $6.77K | 0.00% | +8 | New |
| TD Capital Management LLC | 8 | $6.77K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 8 | $6.77K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 8 | $6.77K | 0.01% | +8 | New |
| Dark Forest Capital Management LP | 8 | $6.77K | 0.00% | +8 | New |
| EWG Elevate Inc. | 9 | $7.62K | 0.00% | +9 | New |
| Ogorek Anthony Joseph | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 10 | $8.46K | 0.00% | −3−23.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 10 | $8.46K | 0.01% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 10 | $8.46K | 0.00% | +10 | New |
| Glass Jacobson Investment Advisors llc | 10 | $8.46K | 0.00% | +10 | New |
| Y.D. More Investments Ltd | 10 | $8.57K | 0.00% | +10 | New |
| Accurate Wealth Management, LLC | 11 | $10.1K | 0.00% | +11 | New |
| FinTrust Capital Advisors, LLC | 12 | $10.2K | 0.00% | +1+9.1% | Added |
| State of Wyoming | 13 | $11.0K | 0.00% | +3+30.0% | Added |
| Carmichael Hill & Associates, Inc. | 15 | $12.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $12.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $14.0K | 0.00% | +17 | New |
| Private Trust Co NA | 18 | $15.0K | 0.00% | +1+5.9% | Added |
| Adirondack Trust Co | 18 | $15.2K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 18 | $15.2K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $15.2K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 20 | $16.9K | 0.00% | −2−9.1% | Reduced |
| Rosenberg Matthew Hamilton | 20 | $16.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $16.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $16.9K | 0.00% | +4+25.0% | Added |
| Kathleen S. Wright Associates Inc. | 20 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 21 | $17.0K | 0.00% | +8+61.5% | Added |
| Baldwin Brothers Inc | 21 | $17.8K | 0.00% | −75−78.1% | Reduced |
| Lindbrook Capital, LLC | 21 | $17.8K | 0.00% | −7−25.0% | Reduced |
| Quent Capital, LLC | 21 | $18.0K | 0.00% | +14+200.0% | Added |
| Park Place Capital Corp | 22 | $19.0K | 0.01% | +22 | New |
| Jefferies Financial Group Inc. | 23 | $19.5K | 0.00% | +23 | New |
| Oliver Lagore Vanvalin Investment Group | 24 | $20.3K | 0.01% | +9+60.0% | Added |
| TCI Wealth Advisors, Inc. | 24 | $20.3K | 0.00% | +12+100.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 25 | $21.0K | 0.00% | −47−65.3% | Reduced |
| EverSource Wealth Advisors, LLC | 25 | $21.2K | 0.00% | +24+2,400.0% | Added |
| HM Payson & Co | 26 | $22.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 26 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $22.0K | 0.00% | −5−16.1% | Reduced |
| Allworth Financial LP | 28 | $23.7K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 30 | $25.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 30 | $25.4K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 30 | $25.4K | 0.02% | +30 | New |
| Newbridge Financial Services Group, Inc. | 31 | $26.2K | 0.02% | −21−40.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 33 | $27.9K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 34 | $28.8K | 0.00% | 00.0% | Unchanged |