| Avion Wealth | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 10 | $0 | 0.00% | +10 | New |
| Wolverine Asset Management LLC | 2 | $16 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $16 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2 | $16 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $41 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 10 | $82 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 15 | $123 | 0.00% | +15 | New |
| 25 LLC | 20 | $128 | 0.00% | +20 | New |
| New Millennium Group LLC | 24 | $197 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 27 | $221 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $232 | 0.00% | +30 | New |
| Brown Brothers Harriman & Co | 30 | $245 | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 36 | $295 | 0.00% | +36 | New |
| Fairfield Financial Advisors, LTD | 50 | $387 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 52 | $426 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 61 | $499 | 0.00% | +22+56.4% | Added |
| Lowe Wealth Advisors, LLC | 75 | $614 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 75 | $614 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 82 | $634 | 0.00% | −1,387−94.4% | Reduced |
| IAG Wealth Partners, LLC | 80 | $654 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 89 | $728 | 0.00% | +62+229.6% | Added |
| Missouri Trust & Investment Co | 90 | $736 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 96 | $785 | 0.00% | +96 | New |
| Sittner & Nelson, LLC | 100 | $818 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 107 | $875 | 0.00% | +72+205.7% | Added |
| ICA Group Wealth Management, LLC | 109 | $892 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 110 | $900 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 115 | $941 | 0.00% | −25−17.9% | Reduced |
| AdvisorNet Financial, Inc | 115 | $941 | 0.00% | +85+283.3% | Added |
| Concord Wealth Partners | 118 | $965 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 120 | $980 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 120 | $982 | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 117 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 209 | $1.00K | 0.00% | +105+101.0% | Added |
| RE Dickinson Investment Advisors, LLC | 115 | $1.00K | 0.00% | +51+79.7% | Added |
| Huntington National Bank | 138 | $1.13K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 150 | $1.20K | 0.00% | +50+50.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 152 | $1.24K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 173 | $1.42K | 0.00% | +173 | New |
| Focused Wealth Management, Inc | 200 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $1.64K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 200 | $1.64K | 0.00% | +100+100.0% | Added |
| Glassman Wealth Services | 202 | $1.65K | 0.00% | +102+102.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 221 | $1.81K | 0.00% | +221 | New |
| Sawyer & Company, Inc | 265 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 269 | $2.20K | 0.00% | +269 | New |
| First Manhattan Co | 300 | $2.45K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $2.45K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 305 | $2.50K | 0.00% | −479−61.1% | Reduced |
| Aspire Private Capital, LLC | 340 | $2.78K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 358 | $2.93K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 360 | $2.94K | 0.00% | +360 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 370 | $3.03K | 0.00% | −145−28.2% | Reduced |
| Umb Bank N A | 373 | $3.05K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 394 | $3.22K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 400 | $3.27K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 400 | $3.27K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 400 | $3.27K | 0.01% | +400 | New |
| Strategic Investment Solutions, Inc. | 400 | $3.27K | 0.00% | +400 | New |
| Stephens Consulting, LLC | 411 | $3.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 429 | $3.51K | 0.00% | −14−3.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 433 | $3.54K | 0.00% | −40−8.5% | Reduced |
| Annapolis Financial Services, LLC | 437 | $3.58K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 611 | $3.79K | 0.00% | +171+38.9% | Added |
| WR Wealth Planners, LLC | 482 | $3.94K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $4.09K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 500 | $4.09K | 0.00% | +500 | New |
| Federated Hermes, Inc. | 535 | $4.38K | 0.00% | −107−16.7% | Reduced |
| SOA Wealth Advisors, LLC. | 582 | $4.76K | 0.00% | +500+609.8% | Added |
| Venturi Wealth Management, LLC | 610 | $4.99K | 0.00% | +610 | New |
| GoalVest Advisory LLC | 623 | $5.10K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 628 | $5.14K | 0.00% | +628 | New |
| Beaird Harris Wealth Management, LLC | 650 | $5.32K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 767 | $6.00K | 0.01% | −3−0.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 750 | $6.13K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 772 | $6.32K | 0.00% | +82+11.9% | Added |
| Ahrens Investment Partners LLC | 790 | $6.46K | 0.00% | +790 | New |
| Machina Capital S.A.S. | 800 | $6.54K | 0.01% | +800 | New |
| Quent Capital, LLC | 828 | $6.77K | 0.00% | +217+35.5% | Added |
| Cowen Prime Advisors LLC | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $7.00K | 0.00% | +900 | New |
| Baker Avenue Asset Management, LP | 864 | $7.07K | 0.00% | +60+7.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $7.77K | 0.00% | −60−5.9% | Reduced |
| Central Bank & Trust Co | 950 | $7.77K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,000 | $8.18K | 0.01% | +1,000 | New |
| Quintet Private Bank (Europe) S.A. | 1,098 | $8.98K | 0.00% | +1,098 | New |
| TSFG, LLC | 1,135 | $9.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,103 | $9.02K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,161 | $9.50K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,181 | $9.66K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,215 | $9.94K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,200 | $10.0K | 0.00% | +300+33.3% | Added |
| HM Payson & Co | 1,231 | $10.1K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,250 | $10.2K | 0.00% | 00.0% | Unchanged |