| Hallmark Capital Management Inc | 1 | $4 | 0.00% | −3−75.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1 | $5 | 0.00% | +1 | New |
| Baystate Wealth Management LLC | 2 | $12 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 2 | $18 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 4 | $22 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 4 | $22 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 5 | $27 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $61 | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 13 | $68 | 0.01% | −12,487−99.9% | Reduced |
| Robinswood Financial LLC | 20 | $109 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 36 | $197 | 0.00% | +36 | New |
| Garner Asset Management Corp | 57 | $288 | 0.00% | +57 | New |
| True Wealth Design, LLC | 75 | $411 | 0.00% | +54+257.1% | Added |
| Horizons Wealth Management | 95 | $520 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $547 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $547 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 100 | $547 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 118 | $646 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 128 | $700 | 0.00% | −2,150−94.4% | Reduced |
| TD Waterhouse Canada Inc. | 100 | $724 | 0.00% | −100−50.0% | Reduced |
| Wolff Wiese Magana LLC | 150 | $821 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 150 | $821 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $1.00K | 0.00% | +200 | New |
| Pathway Financial Advisers, LLC | 192 | $1.05K | 0.00% | +1+0.5% | Added |
| Planning Capital Management Corp | 200 | $1.09K | 0.00% | +200 | New |
| Hobbs Group Advisors, LLC | 200 | $1.09K | 0.00% | +200 | New |
| Ables, Iannone, Moore & Associates, Inc. | 200 | $1.09K | 0.00% | +200 | New |
| Cape Investment Advisory, Inc. | 206 | $1.13K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 206 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 222 | $1.22K | 0.00% | −2,704−92.4% | Reduced |
| SJS Investment Consulting Inc. | 247 | $1.35K | 0.00% | +157+174.4% | Added |
| North Star Investment Management Corp. | 250 | $1.37K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 250 | $1.37K | 0.00% | +250 | New |
| Versant Capital Management, Inc | 275 | $1.50K | 0.00% | +69+33.5% | Added |
| First Pacific Financial | 285 | $1.56K | 0.00% | +285 | New |
| Zions Bancorporation, N.A. | 292 | $1.60K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 300 | $1.64K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $1.64K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 300 | $1.64K | 0.00% | +300 | New |
| LGT Financial Advisors LLC | 305 | $1.67K | 0.00% | +305 | New |
| Voisard Asset Management Group, Inc. | 310 | $1.70K | 0.00% | +310 | New |
| Fortis Group Advisors, LLC | 340 | $1.86K | 0.00% | −730−68.2% | Reduced |
| Glassman Wealth Services | 343 | $1.88K | 0.00% | +1+0.3% | Added |
| Smithfield Trust Co | 396 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 356 | $2.00K | 0.00% | +2+0.6% | Added |
| Clearstead Advisors, LLC | 406 | $2.22K | 0.00% | +406 | New |
| Rocky Mountain Advisers, LLC | 425 | $2.33K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 500 | $2.73K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 512 | $2.80K | 0.00% | +174+51.5% | Added |
| Quent Capital, LLC | 512 | $2.80K | 0.00% | +384+300.0% | Added |
| Coston, McIsaac & Partners | 550 | $3.00K | 0.00% | −4,000−87.9% | Reduced |
| Bluefin Capital Management, LLC | 558 | $3.09K | 0.00% | +558 | New |
| Strategic Investment Solutions, Inc. | 575 | $3.15K | 0.00% | −35,650−98.4% | Reduced |
| Copeland Capital Management, LLC | 589 | $3.22K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 683 | $3.73K | 0.00% | +1+0.1% | Added |
| Institutional & Family Asset Management, LLC | 690 | $3.77K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 700 | $3.83K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 720 | $3.94K | 0.00% | +720 | New |
| Benjamin F. Edwards & Company, Inc. | 665 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 768 | $4.20K | 0.00% | −186−19.5% | Reduced |
| TD Private Client Wealth LLC | 784 | $4.29K | 0.00% | −477−37.8% | Reduced |
| Evermay Wealth Management LLC | 800 | $4.38K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 835 | $4.57K | 0.00% | +671+409.1% | Added |
| Albion Financial Group | 875 | $4.79K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 920 | $5.03K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 925 | $5.06K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 971 | $5.31K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,000 | $5.47K | 0.00% | −282−22.0% | Reduced |
| Arrow Financial Corp | 1,000 | $5.47K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,000 | $5.47K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,000 | $5.47K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,000 | $5.47K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $5.47K | 0.00% | +980+4,900.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,000 | $5.47K | 0.00% | +1,000 | New |
| Game Plan Financial Advisors, LLC | 1,000 | $5.47K | 0.00% | +1,000 | New |
| Colonial Trust Advisors | 1,020 | $5.58K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,021 | $5.58K | 0.00% | −97−8.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,189 | $6.00K | 0.00% | −515−30.2% | Reduced |
| New England Capital Financial Advisors LLC | 1,100 | $6.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,156 | $6.32K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1,236 | $6.76K | 0.01% | +1,236 | New |
| Larson Financial Group LLC | 1,309 | $7.16K | 0.00% | +7+0.5% | Added |
| EdgeRock Capital LLC | 1,389 | $7.18K | 0.01% | +1,389 | New |
| Kelly Financial Services LLC | 1,325 | $7.25K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,330 | $7.28K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,444 | $7.90K | 0.00% | −666−31.6% | Reduced |
| NBC Securities, Inc. | 1,565 | $8.00K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,467 | $8.02K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,500 | $8.21K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,545 | $8.45K | 0.00% | +45+3.0% | Added |
| Atticus Wealth Management, LLC | 1,585 | $8.67K | 0.00% | +6+0.4% | Added |
| Archer Investment Corp | 1,619 | $8.86K | 0.00% | +5+0.3% | Added |
| Bartlett & Co. LLC | 1,692 | $9.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,584 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,697 | $9.28K | 0.00% | +1,697 | New |
| Bartlett & Co. Wealth Management LLC | 1,692 | $9.36K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,804 | $9.87K | 0.00% | +1,804 | New |
| Bogart Wealth, LLC | 1,834 | $10.0K | 0.00% | 00.0% | Unchanged |