| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $31 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $62 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $92 | 0.00% | +3 | New |
| Trust Co of Vermont | 4 | $123 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $154 | 0.00% | −2−28.6% | Reduced |
| Hurley Capital, LLC | 5 | $154 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 6 | $184 | 0.00% | +6 | New |
| MTM Investment Management, LLC | 7 | $215 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 7 | $215 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $215 | 0.00% | +7 | New |
| Westside Investment Management, Inc. | 9 | $276 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $276 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $307 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $308 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 12 | $366 | 0.00% | −50−80.6% | Reduced |
| WestEnd Advisors, LLC | 13 | $399 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $399 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 13 | $400 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 13 | $400 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 13 | $410 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 14 | $430 | 0.00% | +7+100.0% | Added |
| Turning Point Benefit Group, Inc. | 15 | $434 | 0.00% | +15 | New |
| American Capital Advisory, LLC | 15 | $461 | 0.00% | +15 | New |
| Millstone Evans Group, LLC | 17 | $522 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 17 | $523 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 18 | $553 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $553 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $553 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $553 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 19 | $583 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 21 | $645 | 0.00% | −11,452−99.8% | Reduced |
| HFM Investment Advisors, LLC | 21 | $645 | 0.00% | −1−4.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 22 | $675 | 0.00% | +7+46.7% | Added |
| N.E.W. Advisory Services LLC | 22 | $676 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 23 | $706 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 23 | $707 | 0.00% | +8+53.3% | Added |
| Fortis Group Advisors, LLC | 25 | $768 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 28 | $795 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $798 | 0.00% | −72−73.5% | Reduced |
| Colonial Trust Co | 26 | $798 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 27 | $829 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 28 | $860 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 32 | $983 | 0.00% | +32 | New |
| Valley National Advisers Inc | 33 | $1.00K | 0.00% | +33 | New |
| Hughes Financial Services, LLC | 39 | $1.04K | 0.00% | −19−32.8% | Reduced |
| WFA of San Diego, LLC | 36 | $1.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $1.14K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 38 | $1.17K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 44 | $1.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 47 | $1.45K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 48 | $1.47K | 0.00% | +7+17.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 49 | $1.50K | 0.00% | +49 | New |
| Kilter Group LLC | 50 | $1.54K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $1.63K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $1.75K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 60 | $1.84K | 0.00% | −70−53.8% | Reduced |
| Harbour Investments, Inc. | 62 | $1.91K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 65 | $2.00K | 0.00% | −14−17.7% | Reduced |
| GW&K Investment Management, LLC | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 71 | $2.00K | 0.00% | −5−6.6% | Reduced |
| Cloud Capital Management, LLC | 69 | $2.00K | 0.00% | +69 | New |
| Sound Income Strategies, LLC | 78 | $2.05K | 0.00% | +1+1.3% | Added |
| Transamerica Financial Advisors, Inc. | 67 | $2.06K | 0.00% | +67 | New |
| TD Private Client Wealth LLC | 74 | $2.27K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 75 | $2.30K | 0.00% | +75 | New |
| Salomon & Ludwin, LLC | 82 | $2.33K | 0.00% | +82 | New |
| GHP Investment Advisors, Inc. | 81 | $2.49K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 81 | $2.49K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 83 | $2.55K | 0.00% | +83 | New |
| ORG Partners LLC | 85 | $2.61K | 0.00% | +39+84.8% | Added |
| Albion Financial Group | 90 | $2.76K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 104 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 100 | $3.07K | 0.00% | +13+14.9% | Added |
| CBIZ Investment Advisory Services, LLC | 111 | $3.42K | 0.00% | +33+42.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 133 | $4.08K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 138 | $4.24K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 170 | $4.44K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 145 | $4.45K | 0.00% | +145 | New |
| Colonial Trust Advisors | 150 | $4.61K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 164 | $5.04K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 175 | $5.07K | 0.00% | +175 | New |
| Harbor Investment Advisory, LLC | 169 | $5.19K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 169 | $5.19K | 0.00% | +34+25.2% | Added |
| Whittier Trust Co | 186 | $5.28K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 179 | $5.50K | 0.00% | +17+10.5% | Added |
| LRI Investments, LLC | 186 | $5.71K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 170 | $6.00K | 0.00% | +170 | New |
| Park Place Capital Corp | 196 | $6.02K | 0.00% | −70−26.3% | Reduced |
| Addison Advisors LLC | 208 | $6.39K | 0.00% | −5−2.3% | Reduced |
| Johnson Financial Group, Inc. | 208 | $6.41K | 0.00% | +208 | New |
| Grove Bank & Trust | 216 | $6.63K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 228 | $6.97K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 262 | $8.05K | 0.00% | −7−2.6% | Reduced |
| JFS Wealth Advisors, LLC | 262 | $8.05K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 280 | $8.60K | 0.00% | +280 | New |
| Ameritas Advisory Services, LLC | 283 | $8.69K | 0.00% | −338−54.4% | Reduced |
| Bell Investment Advisors, Inc | 287 | $8.81K | 0.00% | 00.0% | Unchanged |