| Brown Brothers Harriman & Co | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $0 | 0.00% | +7 | New |
| HWG Holdings LP | 5 | $0 | 0.00% | +5 | New |
| Bellwether Advisors, LLC | 15 | $0 | 0.00% | +15 | New |
| Addison Advisors LLC | 7 | $0 | 0.00% | +7 | New |
| CFS Investment Advisory Services, LLC | 12,572 | $0 | 0.00% | +12,572 | New |
| Atlas Capital Advisors LLC | 9 | $296 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 10 | $329 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 42 | $1.00K | 0.00% | −1−2.3% | Reduced |
| Tompkins Financial Corp | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 22 | $1.00K | 0.00% | +22 | New |
| Dougherty Wealth Advisers LLC | 20 | $1.00K | 0.00% | +20 | New |
| PFG Private Wealth Management, LLC | 30 | $1.00K | 0.00% | +30 | New |
| McClarren Financial Advisors, Inc. | 43 | $1.00K | 0.00% | +43 | New |
| Sutton Wealth Advisors Inc. | 31 | $1.02K | 0.00% | +31 | New |
| TD Ameritrade Investment Management, LLC | 61 | $2.00K | 0.00% | −53−46.5% | Reduced |
| Hantz Financial Services, Inc. | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $2.00K | 0.00% | +26+113.0% | Added |
| Evoke Wealth, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 48 | $2.00K | 0.00% | +48 | New |
| American State Bank (Iowa) | 85 | $2.80K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $3.00K | 0.00% | −400−80.0% | Reduced |
| Meeder Asset Management Inc | 87 | $3.00K | 0.00% | −58−40.0% | Reduced |
| Baystate Wealth Management LLC | 86 | $3.00K | 0.00% | −76−46.9% | Reduced |
| Washington Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 95 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 102 | $3.36K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 119 | $4.00K | 0.00% | −410−77.5% | Reduced |
| First Manhattan Co | 140 | $4.00K | 0.00% | +20+16.7% | Added |
| American Research & Management Co. | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 115 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 123 | $4.00K | 0.00% | −9−6.8% | Reduced |
| Ellis Investment Partners, LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 150 | $4.00K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 125 | $4.00K | 0.00% | +25+25.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 127 | $4.00K | 0.00% | +60+89.6% | Added |
| Tilia Fiduciary Partners, Inc. | 137 | $4.00K | 0.00% | +61+80.3% | Added |
| Tradewinds Capital Management, LLC | 112 | $4.00K | 0.00% | +67+148.9% | Added |
| RWM Asset Management, LLC | 113 | $4.00K | 0.00% | +69+156.8% | Added |
| Clean Yield Group | 110 | $4.00K | 0.00% | +110 | New |
| Westside Investment Management, Inc. | 128 | $4.00K | 0.00% | +128 | New |
| Heritage Wealth Advisors | 150 | $4.94K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 137 | $5.00K | 0.00% | −89−39.4% | Reduced |
| IAG Wealth Partners, LLC | 157 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 150 | $5.00K | 0.00% | +50+50.0% | Added |
| EverSource Wealth Advisors, LLC | 179 | $5.00K | 0.00% | +44+32.6% | Added |
| Carmichael Hill & Associates, Inc. | 140 | $5.00K | 0.00% | +20+16.7% | Added |
| Institutional & Family Asset Management, LLC | 151 | $5.00K | 0.00% | +151 | New |
| Kelly Financial Services LLC | 155 | $5.10K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 175 | $5.76K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 175 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 175 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 181 | $6.00K | 0.00% | +155+596.2% | Added |
| Osterweis Capital Management Inc | 175 | $6.00K | 0.00% | +175 | New |
| West Paces Advisors Inc. | 190 | $6.25K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $6.58K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 200 | $6.58K | 0.00% | +200 | New |