| Kayne Anderson Rudnick Investment Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 16,005 | $53 | 0.00% | +15,952+30,098.1% | Added |
| Versant Capital Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $1.00K | 0.00% | +4+400.0% | Added |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Evolution Wealth Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 9 | $3.00K | 0.00% | −15−62.5% | Reduced |
| RPG Investment Advisory, LLC | 10 | $3.00K | 0.00% | −5−33.3% | Reduced |
| Baystate Wealth Management LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $3.00K | 0.00% | +5+100.0% | Added |
| Vigilant Capital Management, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Personal Wealth Partners | 11 | $3.00K | 0.00% | +11 | New |
| Beck Bode, LLC | 11 | $3.00K | 0.00% | +11 | New |
| True Link Financial Advisors, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Glen Eagle Advisors, LLC | 10 | $3.01K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $5.11K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 20 | $6.01K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $7.00K | 0.00% | – | New |
| St. Johns Investment Management Company, LLC | 27 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 27 | $8.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 25 | $8.00K | 0.01% | +25 | New |
| MV Capital Management, Inc. | 30 | $9.00K | 0.00% | +25+500.0% | Added |
| Heritage Wealth Management, LLC | 34 | $10.0K | 0.00% | −34−50.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 37 | $11.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 36 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 39 | $12.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 40 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 39 | $12.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 40 | $12.0K | 0.00% | +40 | New |
| Sutton Wealth Advisors Inc. | 41 | $12.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 42 | $13.0K | 0.00% | +33+366.7% | Added |
| West Paces Advisors Inc. | 44 | $13.2K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 45 | $14.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 45 | $14.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 46 | $14.0K | 0.00% | +11+31.4% | Added |
| FFT Wealth Management LLC | 54 | $16.0K | 0.00% | +54 | New |
| Enterprise Financial Services Corp | 56 | $17.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 57 | $17.0K | 0.01% | +51+850.0% | Added |
| Tarbox Family Office, Inc. | 61 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 60 | $18.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 60 | $18.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $18.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 59 | $18.0K | 0.01% | +59 | New |
| Northern Oak Wealth Management Inc | 62 | $19.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 66 | $20.0K | 0.00% | +56+560.0% | Added |
| Eagle Bay Advisors LLC | 63 | $20.0K | 0.02% | +63 | New |
| Freedman Financial Associates, Inc. | 72 | $22.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 75 | $22.6K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 78 | $23.0K | 0.00% | +6+8.3% | Added |
| Winch Advisory Services, LLC | 75 | $23.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 80 | $24.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $24.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 79 | $24.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 81 | $24.0K | 0.00% | +81 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 80 | $24.1K | 0.03% | +80 | New |
| Zions Bancorporation, N.A. | 88 | $26.0K | 0.00% | −1−1.1% | Reduced |
| Strategic Blueprint, LLC | 88 | $26.0K | 0.00% | +88 | New |
| Charter Oak Capital Management, LLC | 91 | $27.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 92 | $28.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 96 | $29.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 98 | $29.0K | 0.00% | +98 | New |
| Capital Analysts, LLC | 100 | $30.0K | 0.00% | +100 | New |
| Dividend Assets Capital, LLC | 110 | $33.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113 | $33.0K | 0.00% | +1+0.9% | Added |
| Norway Savings Bank | 115 | $35.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 118 | $35.0K | 0.00% | +8+7.3% | Added |
| WealthShield Partners, LLC | 123 | $37.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 124 | $37.0K | 0.00% | +5+4.2% | Added |
| Parkside Financial Bank & Trust | 125 | $38.0K | 0.01% | +9+7.8% | Added |
| Salem Investment Counselors Inc | 158 | $48.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 166 | $50.0K | 0.01% | −1−0.6% | Reduced |
| Crescent Capital Consulting, LLC | 167 | $50.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 172 | $52.0K | 0.01% | +3+1.8% | Added |
| Trustcore Financial Services, LLC | 181 | $54.0K | 0.01% | −18−9.0% | Reduced |
| Crewe Advisors LLC | 180 | $54.0K | 0.01% | +180 | New |
| Logan Capital Management Inc | 200 | $60.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 198 | $60.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 213 | $64.0K | 0.04% | −193−47.5% | Reduced |
| Delta Asset Management LLC | 214 | $64.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | – | $65.0K | 0.02% | – | – |
| Filbrandt Wealth Management, LLC | 219 | $66.0K | 0.04% | 00.0% | Unchanged |
| Ossiam | 219 | $68.0K | 0.00% | −551−71.6% | Reduced |
| Liberty Wealth Management LLC | 240 | $72.0K | 0.03% | +4+1.7% | Added |
| Sound Income Strategies, LLC | 244 | $73.0K | 0.01% | −601−71.1% | Reduced |
| First Horizon Advisors, Inc. | 246 | $74.0K | 0.00% | −13−5.0% | Reduced |