| Avion Wealth | 15 | $0 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 10 | $0 | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 0 | $8 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | – | $89 | 0.00% | – | – |
| Wolff Wiese Magana LLC | 5 | $223 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $444 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $445 | 0.00% | +10 | New |
| Rise Advisors, LLC | 13 | $577 | 0.00% | +13 | New |
| Core Alternative Capital | 14 | $622 | 0.00% | +14 | New |
| TFC Financial Management | 15 | $667 | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 17 | $755 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 18 | $799 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 31 | $1.00K | 0.00% | +31 | New |
| WealthPLAN Partners, LLC | 26 | $1.16K | 0.00% | +26 | New |
| Webster Bank, N. A. | 29 | $1.29K | 0.00% | +29 | New |
| Evermay Wealth Management LLC | 30 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 33 | $1.47K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 34 | $1.51K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $1.55K | 0.00% | +30+600.0% | Added |
| Salem Investment Counselors Inc | 35 | $1.55K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 38 | $1.69K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 43 | $1.91K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Engine Capital Management, LP | 40 | $2.00K | 0.00% | −159,960−100.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 50 | $2.00K | 0.00% | +50 | New |
| Central Bank & Trust Co | 46 | $2.04K | 0.00% | +46 | New |
| New England Capital Financial Advisors LLC | 50 | $2.22K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 58 | $2.58K | 0.00% | +58 | New |
| Johnson Midwest Financial, LLC | 67 | $2.98K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 69 | $3.06K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 74 | $3.29K | 0.00% | +74 | New |
| Jackson, Grant Investment Advisers, Inc. | 82 | $3.64K | 0.00% | +82 | New |
| Laurel Wealth Advisors LLC | 88 | $3.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 99 | $4.40K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 100 | $4.44K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $4.44K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $4.44K | 0.00% | +100 | New |
| TD Capital Management LLC | 100 | $4.45K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 105 | $4.67K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 109 | $4.84K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 112 | $4.97K | 0.00% | +112 | New |
| Pacific Center for Financial Services | 123 | $5.46K | 0.00% | +123 | New |
| Strategic Investment Solutions, Inc. | 125 | $5.55K | 0.00% | +125 | New |
| Gradient Investments LLC | 131 | $5.82K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 188 | $6.00K | 0.00% | +7+3.9% | Added |
| Riggs Asset Managment Co. Inc. | 137 | $6.09K | 0.00% | +137 | New |
| Bogart Wealth, LLC | 142 | $6.31K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 158 | $6.85K | 0.00% | +158 | New |
| American State Bank (Iowa) | 170 | $7.55K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 178 | $7.91K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 180 | $8.00K | 0.00% | +39+27.7% | Added |
| Prestige Wealth Management Group LLC | 193 | $8.57K | 0.00% | −23−10.6% | Reduced |
| Gables Capital Management Inc. | 200 | $8.88K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 204 | $9.06K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 220 | $9.77K | 0.00% | +70+46.7% | Added |
| BOK Financial Private Wealth, Inc. | 225 | $9.99K | 0.00% | +225 | New |
| Bartlett & Co. LLC | 231 | $10.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 230 | $10.2K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 231 | $10.3K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 239 | $10.6K | 0.00% | +239 | New |
| Brown Brothers Harriman & Co | 241 | $10.7K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 250 | $10.8K | 0.00% | −72,541−99.7% | Reduced |
| Horan Securities, Inc. | 245 | $10.9K | 0.01% | −110−31.0% | Reduced |
| Tradition Wealth Management, LLC | 242 | $11.0K | 0.00% | −148−37.9% | Reduced |
| Twin Lakes Capital Management, LLC | 253 | $11.2K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 259 | $11.5K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 277 | $12.3K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 290 | $12.9K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 290 | $12.9K | 0.00% | +15+5.5% | Added |
| Sound Income Strategies, LLC | 290 | $12.9K | 0.00% | +90+45.0% | Added |
| Cullen/Frost Bankers, Inc. | 293 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $13.3K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 305 | $13.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 307 | $13.6K | 0.00% | −2−0.6% | Reduced |
| TSFG, LLC | 319 | $14.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 312 | $14.4K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 327 | $14.5K | 0.00% | −4,081−92.6% | Reduced |
| Smithfield Trust Co | 320 | $15.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 340 | $15.1K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 350 | $15.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 355 | $15.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 387 | $17.2K | 0.00% | +75+24.0% | Added |
| MV Capital Management, Inc. | 406 | $18.0K | 0.00% | +340+515.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 407 | $18.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 426 | $18.9K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 450 | $20.0K | 0.01% | +450 | New |
| Highlander Capital Management, LLC | 450 | $20.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 453 | $20.1K | 0.01% | +249+122.1% | Added |
| Key Financial Inc | 470 | $20.9K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 479 | $21.3K | 0.00% | +10+2.1% | Added |
| DB Wealth Management Group, LLC | 500 | $22.2K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 519 | $23.1K | 0.01% | +3+0.6% | Added |
| EverSource Wealth Advisors, LLC | 520 | $23.1K | 0.00% | +500+2,500.0% | Added |
| Global Retirement Partners, LLC | 529 | $23.1K | 0.00% | −160−23.2% | Reduced |
| Eagle Bay Advisors LLC | 532 | $23.6K | 0.01% | −20−3.6% | Reduced |
| Hexagon Capital Partners LLC | 534 | $23.7K | 0.01% | +12+2.3% | Added |
| Zions Bancorporation, N.A. | 550 | $24.4K | 0.00% | −134−19.6% | Reduced |