| Parallax Volatility Advisers, L.P. | 1 | $53 | 0.00% | −3−75.0% | Reduced |
| West Branch Capital LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3 | $159 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 3 | $178 | 0.00% | −140−97.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 4 | $212 | 0.00% | −1,429−99.7% | Reduced |
| Aspect Partners, LLC | 4 | $212 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4 | $212 | 0.00% | +4 | New |
| Bear Mountain Capital, Inc. | 5 | $263 | 0.00% | +5 | New |
| Quest 10 Wealth Builders, Inc. | 8 | $410 | 0.00% | +8 | New |
| True Wealth Design, LLC | 8 | $424 | 0.00% | +8 | New |
| Aventura Private Wealth, LLC | 8 | $425 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 9 | $476 | 0.00% | −2−18.2% | Reduced |
| HFM Investment Advisors, LLC | 9 | $477 | 0.00% | +9 | New |
| Chesapeake Asset Management LLC | 10 | $529 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $529 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $530 | 0.00% | −190−95.0% | Reduced |
| Creative Financial Designs Inc | 12 | $635 | 0.00% | −183−93.8% | Reduced |
| Ruedi Wealth Management, Inc. | 12 | $635 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $635 | 0.00% | +8+200.0% | Added |
| Winnow Wealth LLC | 14 | $696 | 0.00% | +5+55.6% | Added |
| Bay Harbor Wealth Management, LLC | 14 | $741 | 0.00% | +14 | New |
| SOA Wealth Advisors, LLC. | 14 | $747 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 16 | $847 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 18 | $953 | 0.00% | +18 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $998 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| USA Financial Portformulas Corp | 19 | $1.01K | 0.00% | −18,346−99.9% | Reduced |
| Raffa Wealth Management, LLC | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.01K | 0.00% | +13+185.7% | Added |
| Tortoise Investment Management, LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 20 | $1.06K | 0.00% | +20 | New |
| Greenline Partners, LLC | 21 | $1.11K | 0.00% | +21 | New |
| Blume Capital Management, Inc. | 22 | $1.17K | 0.00% | +22 | New |
| American Capital Advisory, LLC | 22 | $1.17K | 0.00% | +22 | New |
| Quarry LP | 24 | $1.27K | 0.00% | −1,524−98.4% | Reduced |
| Rialto Wealth Management, LLC | 26 | $1.38K | 0.00% | +26 | New |
| Dogwood Wealth Management LLC | 29 | $1.53K | 0.00% | +29 | New |
| HM Payson & Co | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 32 | $1.69K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 33 | $1.75K | 0.00% | +33 | New |
| Anchor Investment Management, LLC | 35 | $1.85K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $1.91K | 0.00% | +5+16.1% | Added |
| NVWM, LLC | 37 | $1.96K | 0.00% | +15+68.2% | Added |
| Cornerstone Planning Group LLC | 43 | $2.15K | 0.00% | +21+95.5% | Added |
| Whipplewood Advisors, LLC | 63 | $2.22K | 0.00% | +50+384.6% | Added |
| Legacy Wealth Managment, LLC | 43 | $2.28K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 46 | $2.44K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 46 | $2.44K | 0.00% | +5+12.2% | Added |
| Parvin Asset Management, LLC | 46 | $2.44K | 0.00% | +46 | New |
| Clean Yield Group | 48 | $2.54K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 48 | $2.56K | 0.00% | +48 | New |
| WealthTrak Capital Management LLC | 50 | $2.65K | 0.00% | −24−32.4% | Reduced |
| SJS Investment Consulting Inc. | 50 | $2.65K | 0.00% | −16−24.2% | Reduced |
| Washington Trust Co | 50 | $2.65K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 55 | $2.92K | 0.00% | −26−32.1% | Reduced |
| Evolution Advisers, Inc. | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 59 | $3.12K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 59 | $3.12K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 59 | $3.14K | 0.00% | +59 | New |
| Hexagon Capital Partners LLC | 64 | $3.39K | 0.00% | −3−4.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 64 | $3.39K | 0.00% | −8−11.1% | Reduced |
| Barrett & Company, Inc. | 65 | $3.44K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 68 | $3.60K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 72 | $3.81K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 77 | $4.08K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 77 | $4.08K | 0.00% | −4−4.9% | Reduced |
| Dunhill Financial, LLC | 78 | $4.13K | 0.00% | −24−23.5% | Reduced |
| Medallion Wealth Advisors, LLC | 98 | $5.22K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $5.29K | 0.00% | −100−50.0% | Reduced |
| Strategic Investment Solutions, Inc. | 107 | $5.68K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 132 | $5.69K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 108 | $5.72K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 110 | $5.85K | 0.01% | −17−13.4% | Reduced |
| Avion Wealth | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 117 | $6.19K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 126 | $6.67K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 146 | $6.87K | 0.00% | −16−9.9% | Reduced |
| Capital Advisors, Ltd. LLC | 129 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 141 | $7.46K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 144 | $7.62K | 0.00% | −186−56.4% | Reduced |
| Highline Wealth Partners LLC | 150 | $7.92K | 0.00% | +16+11.9% | Added |
| NewSquare Capital LLC | 153 | $8.10K | 0.00% | +143+1,430.0% | Added |
| Saudi Central Bank | 153 | $8.10K | 0.04% | +153 | New |
| Marshall & Sterling Wealth Advisors Inc. | 155 | $8.21K | 0.01% | +155 | New |
| Godsey & Gibb Associates | 156 | $8.26K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 163 | $8.63K | 0.01% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 163 | $8.63K | 0.00% | +163 | New |
| Valued Wealth Advisors LLC | 173 | $9.14K | 0.01% | −33−16.0% | Reduced |
| TFC Financial Management | 173 | $9.16K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 175 | $9.27K | 0.01% | +46+35.7% | Added |
| Colonial Trust Co | 191 | $10.1K | 0.00% | −140−42.3% | Reduced |
| CGC Financial Services, LLC | 193 | $10.2K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 193 | $10.2K | 0.00% | +32+19.9% | Added |
| NBT Bank N A | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 200 | $10.6K | 0.00% | +40+25.0% | Added |
| Glass Jacobson Investment Advisors llc | 165 | $10.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 211 | $11.2K | 0.00% | +56+36.1% | Added |
| Bogart Wealth, LLC | 216 | $11.4K | 0.00% | −184−46.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 230 | $12.2K | 0.00% | +130+130.0% | Added |
| Bell Investment Advisors, Inc | 239 | $12.7K | 0.00% | +17+7.7% | Added |
