| Householder Group Estate & Retirement Specialist, LLC | 9 | $0 | 0.00% | −94−91.3% | Reduced |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 142,290 | $0 | 0.00% | −99,369−41.1% | Reduced |
| Roble, Belko & Company, Inc | 30 | $0 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1 | $8 | 0.00% | +1 | New |
| Anderson Financial Strategies, LLC | 1 | $13 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 5 | $66 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $117 | 0.00% | −1,257−99.3% | Reduced |
| Center for Financial Planning, Inc. | 17 | $222 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 21 | $274 | 0.00% | +21 | New |
| Abound Wealth Management | 22 | $288 | 0.00% | +22 | New |
| Larson Financial Group LLC | 24 | $313 | 0.00% | −322−93.1% | Reduced |
| Cornerstone Planning Group LLC | 37 | $505 | 0.00% | −194−84.0% | Reduced |
| Tradewinds Capital Management, LLC | 40 | $522 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 46 | $600 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 50 | $653 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 57 | $744 | 0.00% | +57 | New |
| UMA Financial Services, Inc. | 62 | $810 | 0.00% | +62 | New |
| Van Hulzen Asset Management, LLC | 66 | $862 | 0.00% | +66 | New |
| Cherry Tree Wealth Management, LLC | 73 | $953 | 0.00% | +73 | New |
| CVA Family Office, LLC | 75 | $979 | 0.00% | +11+17.2% | Added |
| Bell Investment Advisors, Inc | 77 | $1.00K | 0.00% | −890−92.0% | Reduced |
| Continuum Advisory, LLC | 78 | $1.02K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 87 | $1.14K | 0.00% | +87 | New |
| Parkside Financial Bank & Trust | 90 | $1.18K | 0.00% | −59−39.6% | Reduced |
| True Wealth Design, LLC | 94 | $1.23K | 0.00% | −61−39.4% | Reduced |
| Washington Trust Co | 100 | $1.30K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 110 | $1.44K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 115 | $1.50K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 123 | $1.60K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 127 | $1.65K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 127 | $1.67K | 0.00% | −36−22.1% | Reduced |
| Tucker Asset Management LLC | 141 | $1.84K | 0.00% | +141 | New |
| St Germain D J Co Inc | 150 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 183 | $2.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 162 | $2.11K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 175 | $2.29K | 0.00% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 182 | $2.37K | 0.00% | +182 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 195 | $2.54K | 0.00% | −146−42.8% | Reduced |
| Independence Bank of Kentucky | 200 | $2.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 207 | $2.70K | 0.00% | +163+370.5% | Added |
| Zions Bancorporation, N.A. | 217 | $2.83K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 260 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 258 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 246 | $3.00K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 241 | $3.12K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 241 | $3.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 247 | $3.22K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 264 | $3.44K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 254 | $3.57K | 0.00% | +254 | New |
| Sierra Ocean, LLC | 275 | $3.59K | 0.00% | +275 | New |
| Truvestments Capital LLC | 300 | $3.92K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 300 | $3.92K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 305 | $3.98K | 0.01% | +305 | New |
| Umb Bank N A | 417 | $5.44K | 0.00% | +133+46.8% | Added |
| Transce3nd, LLC | 431 | $5.63K | 0.00% | +431 | New |
| Colonial Trust Advisors | 442 | $5.77K | 0.00% | +170+62.5% | Added |
| Tower Research Capital LLC (TRC) | 451 | $5.89K | 0.00% | −56,631−99.2% | Reduced |
| Smartleaf Asset Management LLC | 465 | $6.06K | 0.00% | −744−61.5% | Reduced |
| Pineridge Advisors LLC | 489 | $6.38K | 0.00% | +238+94.8% | Added |
| Versant Capital Management, Inc | 497 | $6.49K | 0.00% | +497 | New |
| Salem Investment Counselors Inc | 500 | $6.53K | 0.00% | +500 | New |
| Cape Investment Advisory, Inc. | 590 | $7.70K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 600 | $7.83K | 0.00% | +100+20.0% | Added |
| GAMMA Investing LLC | 601 | $7.84K | 0.00% | +49+8.9% | Added |
| Bartlett & Co. Wealth Management LLC | 625 | $8.16K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 645 | $8.42K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 662 | $8.64K | 0.00% | −113,178−99.4% | Reduced |
| Private Trust Co NA | 700 | $9.12K | 0.00% | +100+16.7% | Added |
| TD Waterhouse Canada Inc. | 715 | $9.32K | 0.00% | +150+26.5% | Added |
| CIBC Private Wealth Group, LLC | 779 | $9.95K | 0.00% | −217−21.8% | Reduced |
| Global X Japan Co., Ltd. | 794 | $10.4K | 0.00% | −286−26.5% | Reduced |
| Global Retirement Partners, LLC | 797 | $10.4K | 0.00% | −89−10.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 800 | $10.4K | 0.00% | +800 | New |
| Quest 10 Wealth Builders, Inc. | 818 | $10.7K | 0.01% | +818 | New |
| Bayforest Capital Ltd | 833 | $10.9K | 0.01% | +833 | New |
| Rise Advisors, LLC | 835 | $10.9K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 856 | $11.2K | 0.00% | +387+82.5% | Added |
| JFS Wealth Advisors, LLC | 908 | $11.8K | 0.00% | −130−12.5% | Reduced |
| MAI Capital Management | 975 | $12.7K | 0.00% | +975 | New |
| NBT Bank N A | 1,000 | $13.1K | 0.00% | +1,000 | New |
| Bruce G. Allen Investments, LLC | 1,016 | $13.3K | 0.01% | −603−37.2% | Reduced |
| Castleview Partners, LLC | 1,044 | $13.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,072 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,093 | $14.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,162 | $15.2K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 1,197 | $15.6K | 0.04% | +1,197 | New |
| Medallion Wealth Advisors, LLC | 1,200 | $15.7K | 0.01% | +1,200 | New |
| Fifth Third Bancorp | 1,214 | $15.8K | 0.00% | −15,766−92.9% | Reduced |
| Financial Perspectives, Inc | 1,222 | $15.9K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,200 | $16.2K | 0.01% | +1,200 | New |
| Rosenberg Matthew Hamilton | 1,338 | $17.5K | 0.00% | −3,371−71.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,384 | $18.0K | 0.00% | +211+18.0% | Added |
| Sandy Spring Bank | 1,401 | $18.3K | 0.00% | +1,350+2,647.1% | Added |
| GeoWealth Management, LLC | 1,434 | $18.7K | 0.00% | +317+28.4% | Added |
| Principal Securities, Inc. | 1,437 | $18.8K | 0.00% | +493+52.2% | Added |
| FNY Investment Advisers, LLC | 1,500 | $19.0K | 0.01% | +1,500 | New |
| HHM Wealth Advisors, LLC | 1,500 | $19.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,545 | $20.2K | 0.01% | 00.0% | Unchanged |
