| Resources Management Corp | 3 | $0 | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $56 | 0.00% | +1 | New |
| City State Bank | 4 | $224 | 0.00% | +4 | New |
| Birchbrook, Inc. | 4 | $224 | 0.00% | +4 | New |
| HighMark Wealth Management LLC | 5 | $280 | 0.00% | −20−80.0% | Reduced |
| Scarborough Advisors, LLC | 5 | $280 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 9 | $504 | 0.00% | −9−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 9 | $504 | 0.00% | +1+12.5% | Added |
| Accredited Wealth Management, LLC | 10 | $560 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $560 | 0.00% | +10 | New |
| Principal Securities, Inc. | 13 | $728 | 0.00% | +13 | New |
| GeoWealth Management, LLC | 13 | $728 | 0.00% | +13 | New |
| SWAN Capital LLC | 15 | $840 | 0.00% | +1+7.1% | Added |
| Fifth Third Bancorp | 15 | $840 | 0.00% | +15 | New |
| Bare Financial Services, Inc | 16 | $896 | 0.00% | +16 | New |
| Aspect Partners, LLC | 17 | $952 | 0.00% | +17 | New |
| Tradewinds Capital Management, LLC | 18 | $1.01K | 0.00% | +18 | New |
| UMA Financial Services, Inc. | 19 | $1.06K | 0.00% | −18−48.6% | Reduced |
| Hughes Financial Services, LLC | 13 | $1.08K | 0.00% | +13 | New |
| Assetmark, Inc | 20 | $1.12K | 0.00% | +20 | New |
| Millstone Evans Group, LLC | 23 | $1.29K | 0.00% | −10−30.3% | Reduced |
| Bellevue Asset Management, LLC | 24 | $1.34K | 0.00% | +24 | New |
| Slocum, Gordon & Co LLP | 24 | $1.38K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 30 | $1.68K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 44 | $1.71K | 0.00% | +22+100.0% | Added |
| Fortitude Family Office, LLC | 35 | $1.96K | 0.00% | +35 | New |
| Cape Investment Advisory, Inc. | 40 | $2.24K | 0.00% | −960−96.0% | Reduced |
| Toth Financial Advisory Corp | 45 | $2.52K | 0.00% | +45 | New |
| Murphy & Mullick Capital Management Corp | 50 | $2.80K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $2.80K | 0.00% | +50 | New |
| Cheviot Value Management, LLC | 40 | $3.01K | 0.00% | +40 | New |
| Smallwood Wealth Investment Management, LLC | 65 | $3.64K | 0.00% | +10+18.2% | Added |
| South State Corp. | 69 | $3.86K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 74 | $4.14K | 0.00% | +74 | New |
| Barrett & Company, Inc. | 85 | $4.76K | 0.00% | +85 | New |
| New England Capital Financial Advisors LLC | 95 | $5.32K | 0.00% | +95 | New |
| Berbice Capital Management LLC | 100 | $5.60K | 0.00% | −250−71.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 100 | $5.60K | 0.00% | +100 | New |
| Hilltop National Bank | 100 | $5.60K | 0.00% | +100 | New |
| Archer Investment Corp | 105 | $5.88K | 0.00% | +105 | New |
| Orion Capital Management LLC | 105 | $5.88K | 0.00% | +105 | New |
| Main Street Group, LTD | 109 | $6.10K | 0.00% | −60−35.5% | Reduced |
| Anchor Investment Management, LLC | 110 | $6.16K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 120 | $6.72K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 125 | $7.00K | 0.00% | +125 | New |
| Ci Investments Inc. | 117 | $7.00K | 0.00% | +117 | New |
| First United Bank Trust | 150 | $8.40K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 154 | $8.63K | 0.00% | −73−32.2% | Reduced |
| CoreCap Advisors, LLC | 180 | $10.1K | 0.00% | −3,448−95.0% | Reduced |
| TFC Financial Management | 190 | $10.6K | 0.00% | +190 | New |
| Dogwood Wealth Management LLC | 202 | $10.8K | 0.01% | +202 | New |
| TD Waterhouse Canada Inc. | 211 | $10.9K | 0.00% | +40+23.4% | Added |
| Rossby Financial, LCC | 200 | $11.2K | 0.00% | +200 | New |
| GoalVest Advisory LLC | 204 | $11.4K | 0.00% | +204 | New |
| HHM Wealth Advisors, LLC | 234 | $13.1K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 250 | $14.0K | 0.00% | +250 | New |
| Huntington National Bank | 252 | $14.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 281 | $15.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $16.8K | 0.01% | +300 | New |
| Curio Wealth, LLC | 310 | $17.4K | 0.01% | +310 | New |
| Essential Partners LLC | 331 | $18.5K | 0.01% | +331 | New |
| Cornerstone Planning Group LLC | 221 | $18.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 350 | $19.6K | 0.00% | +100+40.0% | Added |
| Delos Wealth Advisors, LLC | 350 | $19.6K | 0.02% | +350 | New |
| WFA of San Diego, LLC | 400 | $22.4K | 0.02% | +400 | New |
| Bear Mountain Capital, Inc. | 350 | $24.1K | 0.01% | +50+16.7% | Added |
| Private Trust Co NA | 440 | $24.6K | 0.00% | +440 | New |
| Caldwell Sutter Capital, Inc. | 441 | $24.7K | 0.01% | +441 | New |
| Fourth Dimension Wealth, LLC | 450 | $25.2K | 0.01% | +250+125.0% | Added |
| Vermillion Wealth Management, Inc. | 500 | $28.0K | 0.01% | −3,118−86.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 500 | $28.0K | 0.00% | +500 | New |
| Natixis | 524 | $29.3K | 0.00% | −700−57.2% | Reduced |
| Vision Financial Markets LLC | 525 | $29.4K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 570 | $31.9K | 0.00% | −290−33.7% | Reduced |
| Creative Financial Designs Inc | 590 | $33.0K | 0.00% | +305+107.0% | Added |
| Atticus Wealth Management, LLC | 600 | $33.6K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 624 | $35.0K | 0.00% | +624 | New |
| Rothschild Investment LLC | 640 | $35.8K | 0.00% | +290+82.9% | Added |
| EverSource Wealth Advisors, LLC | 655 | $36.7K | 0.00% | +606+1,236.7% | Added |
| Operose Advisors LLC | 673 | $37.7K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 716 | $40.1K | 0.00% | +692+2,883.3% | Added |
| ORG Partners LLC | 800 | $41.4K | 0.01% | +590+281.0% | Added |
| GPS Wealth Strategies Group, LLC | 745 | $41.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 802 | $44.0K | 0.02% | +791+7,190.9% | Added |
| MAI Capital Management | 802 | $44.9K | 0.00% | −63−7.3% | Reduced |
| Signaturefd, LLC | 878 | $49.2K | 0.00% | −8,084−90.2% | Reduced |
| Skylands Capital, LLC | 1,000 | $56.0K | 0.01% | +1,000 | New |
| Solstein Capital, LLC | 1,000 | $56.0K | 0.03% | +1,000 | New |
| Ameriflex Group, Inc. | 1,025 | $57.2K | 0.03% | +1,025 | New |
| Strategic Wealth Partners, Ltd. | 1,028 | $57.6K | 0.00% | +1,028 | New |
| Copia Wealth Management | 1,077 | $60.3K | 0.05% | +604+127.7% | Added |
| SOA Wealth Advisors, LLC. | 1,098 | $61.5K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,350 | $75.6K | 0.01% | +908+205.4% | Added |
| Anfield Capital Management, LLC | 1,514 | $84.8K | 0.03% | +500+49.3% | Added |
| Nisa Investment Advisors, LLC | 1,832 | $102.6K | 0.00% | +1,832 | New |
| KBC Group NV | 1,849 | $104.0K | 0.00% | +195+11.8% | Added |