| Bessemer Group Inc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | +6 | New |
| Avion Wealth | 33 | $0 | 0.00% | +33 | New |
| Pineridge Advisors LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $39 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $58 | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 3 | $58 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4 | $77 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $97 | 0.00% | −2−28.6% | Reduced |
| Delta Asset Management LLC | 5 | $97 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $97 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 5 | $97 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $135 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 9 | $174 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 9 | $175 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $194 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $194 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $194 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $194 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $194 | 0.00% | +10 | New |
| Gradient Investments LLC | 10 | $194 | 0.00% | +10 | New |
| Chilton Capital Management LLC | 14 | $271 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 14 | $271 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $290 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 15 | $290 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 15 | $290 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 15 | $291 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 16 | $310 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 20 | $387 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 20 | $387 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $388 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 22 | $426 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $484 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 30 | $581 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 33 | $639 | 0.00% | −72−68.6% | Reduced |
| Johnson Financial Group, Inc. | 35 | $678 | 0.00% | +35 | New |
| TruNorth Capital Management, LLC | 41 | $794 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $813 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 43 | $832 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $871 | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 50 | $968 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $968 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $1.00K | 0.00% | −15−26.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 54 | $1.04K | 0.00% | 00.0% | Unchanged |
| Trust Co | 58 | $1.12K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 59 | $1.14K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 60 | $1.16K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 70 | $1.35K | 0.00% | +70 | New |
| Cornerstone Planning Group LLC | 83 | $1.41K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 73 | $1.41K | 0.00% | +73 | New |
| Princeton Global Asset Management LLC | 75 | $1.45K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 93 | $1.80K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 92 | $1.83K | 0.00% | +92 | New |
| Bell Investment Advisors, Inc | 97 | $1.88K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $1.94K | 0.00% | −278−73.5% | Reduced |
| IAG Wealth Partners, LLC | 100 | $1.94K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $1.94K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 102 | $1.97K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 97 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 105 | $2.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 112 | $2.17K | 0.00% | −60−34.9% | Reduced |
| FinTrust Capital Advisors, LLC | 117 | $2.27K | 0.00% | −1,900−94.2% | Reduced |
| Manitou Investment Management Ltd. | 119 | $2.30K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 122 | $2.36K | 0.00% | −233−65.6% | Reduced |
| SOA Wealth Advisors, LLC. | 128 | $2.48K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 134 | $2.59K | 0.00% | +134 | New |
| Bartlett & Co. Wealth Management LLC | 140 | $2.71K | 0.00% | +140 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 141 | $2.73K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 149 | $2.88K | 0.00% | +2+1.4% | Added |
| Smartleaf Asset Management LLC | 154 | $2.91K | 0.00% | +126+450.0% | Added |
| Geneos Wealth Management Inc. | 151 | $2.92K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 175 | $3.39K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 175 | $3.49K | 0.00% | +89+103.5% | Added |
| International Assets Investment Management, LLC | 187 | $3.62K | 0.00% | +187 | New |
| Atwood & Palmer Inc | 200 | $3.87K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $3.87K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 200 | $3.87K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 208 | $4.03K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 235 | $4.55K | 0.00% | −3−1.3% | Reduced |
| RFP Financial Group LLC | 257 | $4.97K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 272 | $5.27K | 0.00% | +171+169.3% | Added |
| Sandy Spring Bank | 300 | $5.81K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 300 | $5.81K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 304 | $5.88K | 0.00% | +4+1.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 332 | $6.00K | 0.00% | +332 | New |
| Abich Financial Wealth Management LLC | 325 | $6.29K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 344 | $6.49K | 0.00% | +152+79.2% | Added |
| Hantz Financial Services, Inc. | 349 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 364 | $7.10K | 0.00% | +32+9.6% | Added |
| Huntington National Bank | 367 | $7.10K | 0.00% | +65+21.5% | Added |
| Anchor Investment Management, LLC | 370 | $7.16K | 0.00% | −130−26.0% | Reduced |
| City State Bank | 375 | $7.26K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 435 | $8.42K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 438 | $8.48K | 0.00% | −42−8.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $9.68K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 500 | $9.68K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 505 | $9.77K | 0.01% | 00.0% | Unchanged |