| FNY Investment Advisers, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 12 | $0 | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 2 | $9 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $13 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $18 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $19 | 0.00% | +4 | New |
| Tradewinds Capital Management, LLC | 5 | $24 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $46 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 10 | $46 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 10 | $48 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 10 | $50 | 0.00% | +10 | New |
| Atlantic Private Wealth, LLC | 13 | $60 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 16 | $74 | 0.00% | −10−38.5% | Reduced |
| Atlantic Union Bankshares Corp | 17 | $79 | 0.00% | −641−97.4% | Reduced |
| Axiom Investment Management LLC | 20 | $92 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $92 | 0.00% | +20 | New |
| SOA Wealth Advisors, LLC. | 21 | $97 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $106 | 0.00% | −105−82.0% | Reduced |
| Sittner & Nelson, LLC | 25 | $116 | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 25 | $116 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 30 | $139 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 30 | $139 | 0.00% | +29+2,900.0% | Added |
| Strengthening Families & Communities, LLC | 39 | $180 | 0.00% | +39 | New |
| Game Plan Financial Advisors, LLC | 55 | $254 | 0.00% | +55 | New |
| HFM Investment Advisors, LLC | 66 | $305 | 0.00% | +66 | New |
| Bay Harbor Wealth Management, LLC | 68 | $314 | 0.00% | +66+3,300.0% | Added |
| Institute for Wealth Management, LLC. | 75 | $347 | 0.00% | +75 | New |
| Allied Private Wealth LLC | 75 | $359 | 0.00% | +75 | New |
| Silver Grove Financial Group, Inc. | 81 | $374 | 0.00% | +81 | New |
| Pinnacle Wealth Planning Services, Inc. | 89 | $411 | 0.00% | −46−34.1% | Reduced |
| Creative Capital Management Investments LLC | 99 | $457 | 0.00% | +99 | New |
| Duncker Streett & Co Inc | 100 | $462 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $462 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $462 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $462 | 0.00% | +100 | New |
| Skaana Management L.P. | 100 | $462 | 0.00% | +100 | New |
| Compass Financial Management LLC | 100 | $462 | 0.00% | +100 | New |
| Comprehensive Financial Planning, Inc. | 120 | $554 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 121 | $559 | 0.00% | −18−12.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 123 | $569 | 0.00% | +123 | New |
| Quarry LP | 131 | $605 | 0.00% | +131 | New |
| SJS Investment Consulting Inc. | 140 | $647 | 0.00% | +140 | New |
| Action Point Financial Planning, LLC | 155 | $702 | 0.00% | +155 | New |
| Ronald Blue Trust, Inc. | 166 | $767 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 175 | $808 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 194 | $896 | 0.00% | +186+2,325.0% | Added |
| Strategic Wealth Partners, Ltd. | 200 | $924 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $924 | 0.00% | +100+100.0% | Added |
| IMA Wealth, Inc. | 209 | $966 | 0.00% | +209 | New |
| JFS Wealth Advisors, LLC | 241 | $1.11K | 0.00% | +240+24,000.0% | Added |
| Toth Financial Advisory Corp | 250 | $1.16K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 250 | $1.16K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 252 | $1.17K | 0.00% | −310−55.2% | Reduced |
| Fortitude Family Office, LLC | 262 | $1.21K | 0.00% | +262 | New |
| Harborfront Financial Group LLC | 274 | $1.27K | 0.00% | +274 | New |
| Evermay Wealth Management LLC | 299 | $1.38K | 0.00% | +299 | New |
| Wealth Enhancement Trust Services, Inc. | 300 | $1.39K | 0.00% | +300 | New |
| Golden State Wealth Management, LLC | 327 | $1.51K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 335 | $1.55K | 0.00% | +335 | New |
| Continuum Advisory, LLC | 369 | $1.71K | 0.00% | +369 | New |
| Bokf, NA | 387 | $1.79K | 0.00% | +387 | New |
| Western Wealth Management, LLC | 393 | $1.82K | 0.00% | +393 | New |
| Avion Wealth | 500 | $2.00K | 0.00% | −1,300−72.2% | Reduced |
| Close Asset Management Ltd | 450 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 450 | $2.08K | 0.00% | +437+3,361.5% | Added |
| Winch Advisory Services, LLC | 480 | $2.22K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 498 | $2.30K | 0.00% | +413+485.9% | Added |
| CVA Family Office, LLC | 501 | $2.31K | 0.00% | +349+229.6% | Added |
| Hurley Capital, LLC | 539 | $2.49K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 647 | $2.99K | 0.00% | +272+72.5% | Added |
| Strategic Wealth Advisors LLC | 635 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 693 | $3.20K | 0.00% | −10,357−93.7% | Reduced |
| Parallel Advisors, LLC | 697 | $3.22K | 0.00% | −227−24.6% | Reduced |
| Wall Street Access Asset Management, LLC | 820 | $3.79K | 0.00% | +820 | New |
| DB Fitzpatrick & Co, Inc | 915 | $4.23K | 0.00% | +25+2.8% | Added |
| Spire Wealth Management | 1,000 | $4.62K | 0.00% | −10,000−90.9% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $4.62K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1,042 | $4.82K | 0.00% | −229−18.0% | Reduced |
| Huntington National Bank | 1,067 | $4.93K | 0.00% | +1,067 | New |
| Whittier Trust Co | 978 | $4.98K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,086 | $5.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,137 | $5.45K | 0.00% | +596+110.2% | Added |
| Larson Financial Group LLC | 1,376 | $6.36K | 0.00% | +201+17.1% | Added |
| South State Corp. | 1,471 | $6.80K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,584 | $7.00K | 0.00% | +300+23.4% | Added |
| Wilkerson Advisory Group LLC | 1,553 | $7.17K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,640 | $7.58K | 0.00% | +1,640 | New |
| US Bancorp | 1,705 | $7.88K | 0.00% | +205+13.7% | Added |
| Kerr Financial Planning Corp | 1,750 | $8.09K | 0.01% | +750+75.0% | Added |
| Private Trust Co NA | 1,805 | $8.34K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1,853 | $8.56K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,854 | $8.56K | 0.00% | +884+91.1% | Added |
| Center for Financial Planning, Inc. | 2,000 | $9.24K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,000 | $9.24K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,904 | $9.41K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2,131 | $9.85K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,152 | $9.94K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,180 | $10.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,200 | $10.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,300 | $10.6K | 0.00% | −1,240−35.0% | Reduced |