| Column Capital Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $88 | 0.00% | – | New |
| Kelly Financial Services LLC | 7,500 | $255 | 0.01% | +7,350+4,900.0% | Added |
| Federated Hermes, Inc. | 21 | $1.00K | 0.00% | −5,188−99.6% | Reduced |
| Brown Brothers Harriman & Co | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 28 | $1.00K | 0.00% | +3+12.0% | Added |
| Pacific Center for Financial Services | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 35 | $1.00K | 0.00% | +35 | New |
| Strategic Blueprint, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 49 | $1.44K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $2.00K | 0.00% | −450−81.8% | Reduced |
| Clearstead Advisors, LLC | 52 | $2.00K | 0.00% | −208−80.0% | Reduced |
| HBC Financial Services, PLLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 68 | $2.00K | 0.00% | −4−5.6% | Reduced |
| Financial Enhancement Group LLC | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 84 | $2.00K | 0.00% | +62+281.8% | Added |
| San Francisco Sentry Investment Group (Ca) | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 78 | $2.00K | 0.00% | +78 | New |
| Beck Bode, LLC | 53 | $2.00K | 0.00% | +53 | New |
| Global Financial Private Client, LLC | 100 | $2.95K | 0.00% | +100 | New |
| Howe & Rusling Inc | 100 | $3.00K | 0.00% | −46−31.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 95 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 95 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 91 | $3.00K | 0.00% | −20−18.0% | Reduced |
| IAG Wealth Partners, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 107 | $3.00K | 0.00% | +70+189.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 100 | $3.00K | 0.00% | +100 | New |
| Oakworth Capital, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| MV Capital Management, Inc. | 103 | $3.00K | 0.00% | +103 | New |
| First Command Bank | 100 | $3.00K | 0.00% | +100 | New |
| First Command Financial Services, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| D'Orazio & Associates, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 142 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 137 | $4.00K | 0.00% | +88+179.6% | Added |
| Resolute Partners Group | 153 | $4.00K | 0.00% | +153 | New |
| Creative Financial Designs Inc | 175 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 156 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 176 | $5.00K | 0.00% | +88+100.0% | Added |
| Ford Financial Group, LLC | 186 | $5.00K | 0.00% | +186 | New |
| CKW Financial Group | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 220 | $6.47K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 224 | $6.59K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 254 | $7.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 254 | $7.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 243 | $7.00K | 0.00% | +243 | New |
| Red Door Wealth Management, LLC | 250 | $7.00K | 0.00% | +250 | New |
| Financial Perspectives, Inc | 270 | $7.94K | 0.00% | −7,179−96.4% | Reduced |
| TCI Wealth Advisors, Inc. | 264 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 262 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 281 | $8.00K | 0.00% | +181+181.0% | Added |
| Castleview Partners, LLC | 270 | $8.00K | 0.00% | +270 | New |
| Wealth Quarterback LLC | 264 | $8.00K | 0.00% | +264 | New |
| Montag A & Associates Inc | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 310 | $9.00K | 0.00% | +135+77.1% | Added |
| Baldrige Asset Management LLC | 304 | $9.00K | 0.00% | +304 | New |
| Key Financial Inc | 300 | $9.00K | 0.01% | +300 | New |
| Zions Bancorporation, N.A. | 326 | $10.0K | 0.00% | −108−24.9% | Reduced |
| Credit Agricole S A | 350 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 395 | $11.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 381 | $11.0K | 0.00% | +71+22.9% | Added |
| Charter Oak Capital Management, LLC | 420 | $12.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 414 | $12.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 458 | $13.0K | 0.00% | −8,572−94.9% | Reduced |
| West Oak Capital, LLC | 430 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 446 | $13.0K | 0.00% | +134+42.9% | Added |
| Farmers & Merchants Investments Inc | 440 | $13.0K | 0.00% | +315+252.0% | Added |
| Washington Trust Co | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| AMG National Trust Bank | 545 | $16.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 553 | $16.0K | 0.00% | +104+23.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 551 | $16.0K | 0.00% | +101+22.4% | Added |
| Lindbrook Capital, LLC | 544 | $16.0K | 0.00% | +218+66.9% | Added |
| Private Capital Group, LLC | 589 | $17.0K | 0.00% | +12+2.1% | Added |