| FNY Investment Advisers, LLC | 10 | $0 | 0.00% | −10−50.0% | Reduced |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Macroview Investment Management LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $173 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2 | $173 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $187 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 3 | $260 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $346 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4 | $346 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $433 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 5 | $433 | 0.00% | +5 | New |
| Earnest Partners LLC | 7 | $606 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 7 | $606 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 8 | $692 | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 8 | $692 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $693 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9 | $779 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 11 | $953 | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| TD Private Client Wealth LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 19 | $1.64K | 0.00% | −7−26.9% | Reduced |
| Concord Wealth Partners | 19 | $1.64K | 0.00% | −2−9.5% | Reduced |
| Carolinas Wealth Consulting LLC | 19 | $1.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $1.64K | 0.00% | +19 | New |
| Twin Lakes Capital Management, LLC | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $1.73K | 0.00% | +20 | New |
| Ofi Invest Asset Management | 155,790 | $1.80K | 0.01% | +155,790 | New |
| Pittenger & Anderson Inc | 21 | $1.82K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 22 | $1.90K | 0.00% | +22 | New |
| Clearstead Advisors, LLC | 22 | $1.91K | 0.00% | +12+120.0% | Added |
| Baker Avenue Asset Management, LP | 22 | $1.91K | 0.00% | +22 | New |
| Carmichael Hill & Associates, Inc. | 23 | $1.99K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 25 | $2.16K | 0.00% | +25 | New |
| Ellevest, Inc. | 27 | $2.34K | 0.00% | +27 | New |
| HighMark Wealth Management LLC | 30 | $2.60K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 29 | $3.00K | 0.00% | −29−50.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 35 | $3.03K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 41 | $3.55K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 45 | $3.77K | 0.00% | +45 | New |
| Ridgewood Investments LLC | 50 | $4.33K | 0.00% | +50 | New |
| Huntington National Bank | 51 | $4.42K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 53 | $4.59K | 0.00% | −29−35.4% | Reduced |
| Ogorek Anthony Joseph | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 75 | $6.49K | 0.00% | −10−11.8% | Reduced |
| Liberty One Investment Management, LLC | 85 | $7.36K | 0.00% | +85 | New |
| Washington Trust Co | 86 | $7.44K | 0.00% | −36−29.5% | Reduced |
| Bell Investment Advisors, Inc | 96 | $8.31K | 0.00% | +11+12.9% | Added |
| JFS Wealth Advisors, LLC | 100 | $8.65K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $8.65K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $8.65K | 0.00% | +100 | New |
| Anchor Investment Management, LLC | 102 | $8.83K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 106 | $9.17K | 0.00% | −8−7.0% | Reduced |
| Grove Bank & Trust | 112 | $9.69K | 0.00% | +17+17.9% | Added |
| Investment Research & Advisory Group, Inc. | 116 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 129 | $11.2K | 0.00% | −106−45.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 140 | $12.1K | 0.00% | −440−75.9% | Reduced |
| Activest Wealth Management | 145 | $12.6K | 0.01% | −433−74.9% | Reduced |
| Toth Financial Advisory Corp | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 153 | $13.0K | 0.00% | −40−20.7% | Reduced |
| Ameritas Advisory Services, LLC | 165 | $13.1K | 0.00% | +165 | New |
| Geneos Wealth Management Inc. | 166 | $14.4K | 0.00% | −340−67.2% | Reduced |
| Spire Wealth Management | 166 | $14.4K | 0.00% | −30−15.3% | Reduced |
| Brown Brothers Harriman & Co | 169 | $14.6K | 0.00% | +80+89.9% | Added |
| Sunbelt Securities, Inc. | 172 | $14.9K | 0.00% | +172 | New |
| Steward Financial Group LLC | 196 | $16.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $17.0K | 0.01% | +150+300.0% | Added |
| Institutional & Family Asset Management, LLC | 197 | $17.1K | 0.00% | +21+11.9% | Added |
| Hillsdale Investment Management Inc. | 220 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 227 | $19.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 228 | $19.7K | 0.00% | −47−17.1% | Reduced |
| GWM Advisors LLC | 244 | $21.1K | 0.00% | −583−70.5% | Reduced |
| IFP Advisors, Inc | 1,315 | $21.4K | 0.00% | −609−31.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 250 | $21.6K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 256 | $22.2K | 0.01% | −28−9.9% | Reduced |
| Washington Trust Advisors, Inc. | 269 | $23.3K | 0.00% | +4+1.5% | Added |
| Focused Wealth Management, Inc | 270 | $23.4K | 0.00% | −851−75.9% | Reduced |
| Glassman Wealth Services | 306 | $26.5K | 0.00% | +167+120.1% | Added |
| Fifth Third Bancorp | 311 | $26.9K | 0.00% | +60+23.9% | Added |
| Allworth Financial LP | 316 | $27.4K | 0.00% | +66+26.4% | Added |
| RFP Financial Group LLC | 337 | $29.2K | 0.03% | +313+1,304.2% | Added |
| Pinnacle Holdings, LLC | 394 | $34.1K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 400 | $34.6K | 0.00% | +190+90.5% | Added |
| EverSource Wealth Advisors, LLC | 401 | $34.7K | 0.00% | +42+11.7% | Added |
| AdvisorNet Financial, Inc | 406 | $35.1K | 0.00% | +5+1.2% | Added |
| Manchester Capital Management LLC | 419 | $36.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 708 | $37.0K | 0.00% | +345+95.0% | Added |
| Centiva Capital, LP | 428 | $37.0K | 0.00% | +428 | New |
| Truvestments Capital LLC | 431 | $37.3K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 452 | $37.8K | 0.01% | +52+13.0% | Added |
| McIlrath & Eck, LLC | 488 | $42.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 495 | $42.8K | 0.00% | +285+135.7% | Added |