| Bollard Group LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1 | $23 | 0.00% | −331−99.7% | Reduced |
| Zions Bancorporation, N.A. | 1 | $23 | 0.00% | 00.0% | Unchanged |
| City State Bank | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 2 | $46 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 2 | $46 | 0.00% | +2 | New |
| Rosenberg Matthew Hamilton | 5 | $115 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $115 | 0.00% | +5 | New |
| Bellwether Advisors, LLC | 5 | $115 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 5 | $115 | 0.00% | +5 | New |
| Birchbrook, Inc. | 5 | $116 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 6 | $138 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6 | $138 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $161 | 0.00% | +7 | New |
| HM Payson & Co | 7 | $162 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 8 | $184 | 0.00% | +8 | New |
| Chilton Capital Management LLC | 8 | $185 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $208 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $231 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $231 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $231 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 11 | $251 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $254 | 0.00% | +11 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12 | $276 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12 | $277 | 0.00% | +12 | New |
| Richard W. Paul & Associates, LLC | 13 | $300 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 15 | $346 | 0.00% | +15 | New |
| TruNorth Capital Management, LLC | 16 | $369 | 0.00% | −33−67.3% | Reduced |
| PFS Partners, LLC | 16 | $369 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 16 | $369 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 16 | $369 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 16 | $369 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 16 | $369 | 0.00% | +16 | New |
| West Branch Capital LLC | 17 | $392 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 17 | $392 | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 17 | $392 | 0.00% | +17 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18 | $414 | 0.00% | +15+500.0% | Added |
| Cape Investment Advisory, Inc. | 18 | $415 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 21 | $484 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $485 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 24 | $553 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 24 | $558 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $576 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $576 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 26 | $604 | 0.00% | +26 | New |
| Manitou Investment Management Ltd. | 27 | $622 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $623 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $692 | 0.00% | −5−14.3% | Reduced |
| Private Trust Co NA | 30 | $692 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 30 | $692 | 0.00% | +30 | New |
| Steward Partners Investment Advisory, LLC | 31 | $714 | 0.00% | +15+93.8% | Added |
| Semmax Financial Advisors Inc. | 34 | $747 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 34 | $784 | 0.00% | −4−10.5% | Reduced |
| North Star Investment Management Corp. | 40 | $922 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 40 | $922 | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 61 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 54 | $1.00K | 0.00% | −4−6.9% | Reduced |
| PrairieView Partners, LLC | 61 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Sunbelt Securities, Inc. | 44 | $1.02K | 0.00% | −25−36.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 49 | $1.12K | 0.00% | +49 | New |
| Pineridge Advisors LLC | 49 | $1.13K | 0.00% | +38+345.5% | Added |
| Laurel Wealth Advisors LLC | 50 | $1.15K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 52 | $1.20K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 56 | $1.29K | 0.00% | +56 | New |
| Game Plan Financial Advisors, LLC | 56 | $1.30K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 58 | $1.34K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 62 | $1.43K | 0.00% | +62 | New |
| Bradley & Co. Private Wealth Management, LLC | 63 | $1.45K | 0.00% | +63 | New |
| Kelly Lawrence W & Associates Inc | 66 | $1.52K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 68 | $1.57K | 0.00% | +68 | New |
| Federation des caisses Desjardins du Quebec | 80 | $1.84K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 83 | $1.91K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 83 | $1.91K | 0.00% | +83 | New |
| ORG Partners LLC | 85 | $1.96K | 0.00% | +10+13.3% | Added |
| Pacific Center for Financial Services | 85 | $1.96K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 88 | $2.03K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 89 | $2.05K | 0.00% | +89 | New |
| JFS Wealth Advisors, LLC | 90 | $2.08K | 0.00% | +28+45.2% | Added |
| TD Private Client Wealth LLC | 93 | $2.14K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 94 | $2.17K | 0.00% | −8−7.8% | Reduced |
| Lee Danner & Bass Inc | 96 | $2.21K | 0.00% | +96 | New |
| Washington Trust Co | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 103 | $2.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 103 | $2.38K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 104 | $2.40K | 0.00% | +88+550.0% | Added |
| CIBC Private Wealth Group, LLC | 107 | $2.41K | 0.00% | −99−48.1% | Reduced |
| FSA Wealth Management LLC | 119 | $2.74K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 119 | $2.74K | 0.00% | +119 | New |
| Fortitude Family Office, LLC | 120 | $2.77K | 0.00% | +3+2.6% | Added |
| AllSquare Wealth Management LLC | 127 | $2.93K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 134 | $3.00K | 0.00% | +48+55.8% | Added |
| Simplex Trading, LLC | 149 | $3.00K | 0.00% | +149 | New |
| Westside Investment Management, Inc. | 135 | $3.11K | 0.00% | 00.0% | Unchanged |