| Private Ocean, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $659 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $1.00K | 0.00% | −112−91.1% | Reduced |
| Federated Hermes, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 19 | $1.00K | 0.00% | +19 | New |
| Tucker Asset Management LLC | 22 | $1.21K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 41 | $2.00K | 0.00% | +17+70.8% | Added |
| Field & Main Bank | 44 | $2.00K | 0.00% | +44 | New |
| Schubert & Co | 41 | $2.00K | 0.00% | +41 | New |
| Castle Wealth Management LLC | 40 | $2.00K | 0.00% | +40 | New |
| Valley National Advisers Inc | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 57 | $3.00K | 0.00% | +57 | New |
| EverSource Wealth Advisors, LLC | 47 | $3.00K | 0.00% | +47 | New |
| Concord Wealth Partners | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 468 | $4.16K | 0.00% | +348+290.0% | Added |
| PFS Partners, LLC | 90 | $4.94K | 0.00% | −20−18.2% | Reduced |
| Exchange Traded Concepts, LLC | 89 | $5.00K | 0.00% | −57−39.0% | Reduced |
| Bartlett & Co. LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 96 | $5.00K | 0.00% | +96 | New |
| SRS Capital Advisors, Inc. | 89 | $5.00K | 0.00% | +89 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $5.49K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 115 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 117 | $6.00K | 0.00% | +117 | New |
| Toth Financial Advisory Corp | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 143 | $7.00K | 0.00% | +143 | New |
| Atlas Capital Advisors LLC | 130 | $7.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 148 | $8.00K | 0.00% | +1+0.7% | Added |
| Cranbrook Wealth Management, LLC | 138 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 142 | $8.00K | 0.00% | +6+4.4% | Added |
| Pinnacle Bancorp, Inc. | 144 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 155 | $9.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 155 | $9.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 158 | $9.00K | 0.00% | +158 | New |
| Optiver Holding B.V. | 168 | $9.00K | 0.00% | +168 | New |
| City State Bank | 188 | $10.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 237 | $13.0K | 0.00% | +68+40.2% | Added |
| Whittier Trust Co of Nevada Inc | 239 | $13.0K | 0.00% | +239 | New |
| South State Corp. | 265 | $14.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 248 | $14.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 261 | $14.0K | 0.01% | +261 | New |
| Patriot Financial Group Insurance Agency, LLC | 270 | $15.0K | 0.00% | −99−26.8% | Reduced |
| Creative Financial Designs Inc | 281 | $15.0K | 0.00% | +2+0.7% | Added |
| Beaird Harris Wealth Management, LLC | 265 | $15.0K | 0.00% | +265 | New |
| Optimum Investment Advisors | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $16.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 318 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 259 | $17.0K | 0.00% | +259 | New |
| Dividend Assets Capital, LLC | 340 | $19.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 347 | $19.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 320 | $19.0K | 0.01% | +30+10.3% | Added |
| Spire Wealth Management | 349 | $19.0K | 0.00% | +172+97.2% | Added |
| Evoke Wealth, LLC | 372 | $20.0K | 0.00% | +2+0.5% | Added |
| First Horizon Advisors, Inc. | 389 | $21.0K | 0.00% | −31−7.4% | Reduced |
| Cardinal Capital Management, Inc. | 395 | $22.0K | 0.00% | +50+14.5% | Added |
| Zions Bancorporation, N.A. | 428 | $23.0K | 0.00% | −17−3.8% | Reduced |
| Brown Brothers Harriman & Co | 421 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 437 | $24.0K | 0.00% | −44−9.1% | Reduced |
| Harvest Fund Management Co., Ltd | 446 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 469 | $25.0K | 0.00% | −70−13.0% | Reduced |
| Global Retirement Partners, LLC | 454 | $25.0K | 0.00% | −50−9.9% | Reduced |
| Carolina Wealth Advisors, LLC | 500 | $27.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 492 | $27.0K | 0.00% | +492 | New |
| Quent Capital, LLC | 516 | $28.0K | 0.01% | +444+616.7% | Added |
| Grayhawk Investment Strategies Inc. | 423 | $30.0K | 0.01% | +423 | New |
| Ancora Advisors, LLC | 590 | $32.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 600 | $32.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 827 | $33.0K | 0.00% | −558−40.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $33.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 600 | $33.0K | 0.02% | +600 | New |
| Edmond de Rothschild Holding S.A. | 625 | $34.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 629 | $35.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 692 | $38.0K | 0.00% | +692 | New |
| Hillsdale Investment Management Inc. | 700 | $38.0K | 0.00% | +700 | New |
| CX Institutional | 719 | $39.0K | 0.00% | +719 | New |
| Leonteq Securities AG | 720 | $39.5K | 0.00% | +720 | New |
| Jones Financial Companies LLLP | 735 | $40.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 830 | $46.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 945 | $52.0K | 0.00% | +7+0.7% | Added |
| Umb Bank N A | 1,011 | $56.0K | 0.00% | −81−7.4% | Reduced |
| JJJ Advisors Inc. | 936 | $60.0K | 0.02% | +301+47.4% | Added |
| Washington Trust Co | 1,222 | $67.0K | 0.00% | −4−0.3% | Reduced |
| Parkside Financial Bank & Trust | 1,247 | $68.0K | 0.02% | −58−4.4% | Reduced |