| FinTrust Capital Advisors, LLC | 1,000 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 0 | $1 | 0.00% | −104−100.0% | Reduced |
| Sofos Investments, Inc. | 60 | $47 | 0.00% | +60 | New |
| Albion Financial Group | 3 | $180 | 0.00% | +3 | New |
| True Wealth Design, LLC | 8 | $479 | 0.00% | −1,500−99.5% | Reduced |
| Global Financial Private Client, LLC | 9 | $552 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $598 | 0.00% | −149,390−100.0% | Reduced |
| USA Financial Portformulas Corp | 13 | $777 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | −105−83.3% | Reduced |
| TD Ameritrade Investment Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Worth Asset Management, LLC | 20 | $1.20K | 0.00% | −300−93.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $1.25K | 0.00% | −17−44.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 22 | $1.32K | 0.00% | −77−77.8% | Reduced |
| SOA Wealth Advisors, LLC. | 23 | $1.38K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 25 | $1.50K | 0.00% | −4−13.8% | Reduced |
| Buck Wealth Strategies, LLC | 32 | $1.91K | 0.00% | +32 | New |
| Horan Securities, Inc. | 32 | $1.93K | 0.00% | −8−20.0% | Reduced |
| Capital Analysts, LLC | 29 | $2.00K | 0.00% | +29 | New |
| ORG Partners LLC | 38 | $2.00K | 0.00% | +38 | New |
| Sanctuary Wealth Management, L.L.C. | 34 | $2.03K | 0.00% | +34 | New |
| Fairfield, Bush & Co. | 36 | $2.12K | 0.00% | +36 | New |
| BerganKDV Wealth Management, LLC | 36 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 37 | $2.21K | 0.00% | +37 | New |
| Private Ocean, LLC | 39 | $2.35K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $2.39K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 41 | $2.42K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 41 | $2.45K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $3.13K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 53 | $3.17K | 0.00% | +14+35.9% | Added |
| Central Bank & Trust Co | 54 | $3.23K | 0.00% | −10−15.6% | Reduced |
| Raffa Wealth Management, LLC | 54 | $3.23K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 54 | $3.23K | 0.00% | +9+20.0% | Added |
| Logan Capital Management Inc | 55 | $3.29K | 0.00% | 00.0% | Unchanged |
| American National Bank | 56 | $3.35K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 58 | $3.49K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 59 | $3.53K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 62 | $3.71K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 63 | $3.77K | 0.01% | +2+3.3% | Added |
| Motco | 64 | $3.83K | 0.00% | +64 | New |
| Bogart Wealth, LLC | 67 | $4.00K | 0.00% | +27+67.5% | Added |
| JJJ Advisors Inc. | 74 | $4.42K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 80 | $4.79K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 88 | $5.26K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 89 | $5.32K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 92 | $5.53K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 97 | $5.80K | 0.00% | +97 | New |
| Raleigh Capital Management Inc. | 99 | $5.92K | 0.00% | +99 | New |
| Blue Bell Private Wealth Management, LLC | 100 | $5.98K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $5.98K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $5.98K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 100 | $6.00K | 0.00% | +100 | New |
| Heritage Wealth Advisors | 102 | $6.08K | 0.00% | −48−32.0% | Reduced |
| Baystate Wealth Management LLC | 103 | $6.21K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 110 | $6.43K | 0.00% | +110 | New |
| Impact Partnership Wealth, LLC | 109 | $6.52K | 0.00% | +109 | New |
| TFC Financial Management | 112 | $6.70K | 0.00% | −651−85.3% | Reduced |
| Byrne Asset Management LLC | 115 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 125 | $7.47K | 0.00% | +125 | New |
| Highline Wealth Partners LLC | 130 | $7.77K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 94 | $8.21K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 145 | $8.65K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 150 | $8.97K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 150 | $8.97K | 0.00% | +150 | New |
| Zions Bancorporation, N.A. | 154 | $9.21K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 154 | $9.21K | 0.00% | +154 | New |
| Gradient Investments LLC | 166 | $9.94K | 0.00% | −308−65.0% | Reduced |
| Quarry LP | 168 | $10.0K | 0.01% | +168 | New |
| Atticus Wealth Management, LLC | 176 | $10.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 193 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 192 | $11.5K | 0.00% | −12−5.9% | Reduced |
| South State Corp. | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $12.0K | 0.01% | – | – |
| Missouri Trust & Investment Co | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 201 | $12.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 201 | $12.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 205 | $12.3K | 0.00% | +205 | New |
| TCTC Holdings, LLC | 210 | $12.6K | 0.00% | −65−23.6% | Reduced |
| Financial Perspectives, Inc | 210 | $12.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 219 | $13.1K | 0.00% | +209+2,090.0% | Added |
| Nemes Rush Group LLC | 220 | $13.2K | 0.00% | +220 | New |
| WR Wealth Planners, LLC | 229 | $13.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 231 | $13.8K | 0.00% | +14+6.5% | Added |
| Bangor Savings Bank | 235 | $14.0K | 0.00% | +85+56.7% | Added |
| Crewe Advisors LLC | 257 | $15.4K | 0.00% | −246−48.9% | Reduced |
| SJS Investment Consulting Inc. | 265 | $15.8K | 0.00% | +9+3.5% | Added |
| Delta Asset Management LLC | 275 | $16.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 281 | $16.8K | 0.00% | +155+123.0% | Added |
| Castleview Partners, LLC | 283 | $16.9K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 286 | $17.0K | 0.01% | +250+694.4% | Added |
| Larson Financial Group LLC | 300 | $17.9K | 0.00% | +1+0.3% | Added |
| Hazlett, Burt & Watson, Inc. | 308 | $18.0K | 0.01% | +8+2.7% | Added |