| MV Capital Management, Inc. | 1 | $153 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $153 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $153 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $153 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $153 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $153 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $153 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $305 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $306 | 0.00% | +1+100.0% | Added |
| Semmax Financial Advisors Inc. | 2 | $340 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $458 | 0.00% | +2+200.0% | Added |
| Rothschild Investment LLC | 3 | $458 | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 3 | $459 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $611 | 0.00% | +4 | New |
| Cromwell Holdings LLC | 4 | $611 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $611 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $612 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 5 | $764 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5 | $764 | 0.00% | +5 | New |
| Sierra Ocean, LLC | 5 | $764 | 0.00% | +5 | New |
| True Wealth Design, LLC | 6 | $917 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $917 | 0.00% | +3+100.0% | Added |
| UMA Financial Services, Inc. | 6 | $917 | 0.00% | +6 | New |
| TD Capital Management LLC | 6 | $935 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $1.07K | 0.00% | +4+133.3% | Added |
| Beacon Capital Management, LLC | 8 | $1.22K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 9 | $1.38K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $1.83K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 12 | $1.83K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.99K | 0.00% | +3+30.0% | Added |
| NewSquare Capital LLC | 13 | $1.99K | 0.00% | +13 | New |
| Hantz Financial Services, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Winthrop Capital Management, LLC | 11 | $2.00K | 0.00% | +11 | New |
| CVA Family Office, LLC | 14 | $2.14K | 0.00% | +11+366.7% | Added |
| Binnacle Investments Inc | 14 | $2.14K | 0.00% | +14 | New |
| Golden State Wealth Management, LLC | 15 | $2.29K | 0.00% | +5+50.0% | Added |
| CoreCap Advisors, LLC | 17 | $2.60K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 17 | $2.60K | 0.00% | +17 | New |
| Valley National Advisers Inc | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $3.17K | 0.00% | +3+16.7% | Added |
| Lindbrook Capital, LLC | 21 | $3.21K | 0.00% | +15+250.0% | Added |
| Bogart Wealth, LLC | 24 | $3.67K | 0.00% | +24 | New |
| Caldwell Sutter Capital, Inc. | 25 | $3.82K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 26 | $3.97K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 26 | $3.97K | 0.00% | +26 | New |
| MAI Capital Management | 29 | $4.43K | 0.00% | +4+16.0% | Added |
| Whittier Trust Co | 30 | $4.58K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 32 | $4.89K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 35 | $5.35K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 35 | $5.35K | 0.00% | +35 | New |
| Wolff Wiese Magana LLC | 36 | $5.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $5.65K | 0.00% | +5+15.6% | Added |
| Trust Co of Vermont | 40 | $6.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $6.11K | 0.00% | +20+100.0% | Added |
| Tompkins Financial Corp | 51 | $7.79K | 0.00% | +51 | New |
| Blue Bell Private Wealth Management, LLC | 63 | $9.63K | 0.00% | +63 | New |
| Colonial Trust Co | 66 | $9.88K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 68 | $10.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 70 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $11.2K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $12.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 80 | $12.2K | 0.00% | +80 | New |
| Private Trust Co NA | 88 | $13.4K | 0.00% | +42+91.3% | Added |
| Washington Trust Advisors, Inc. | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 102 | $15.6K | 0.01% | +94+1,175.0% | Added |
| Hanson & Doremus Investment Management | 107 | $16.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 105 | $16.0K | 0.00% | +105 | New |
| Whipplewood Advisors, LLC | 29,778 | $16.7K | 0.01% | +29,726+57,165.4% | Added |
| Game Plan Financial Advisors, LLC | 120 | $18.3K | 0.01% | −125−51.0% | Reduced |
| Key Financial Inc | 120 | $18.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 123 | $18.8K | 0.00% | +123 | New |
| Bernard Wealth Management Corp. | 128 | $19.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 131 | $20.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 143 | $21.9K | 0.00% | +1+0.7% | Added |
| Rise Advisors, LLC | 147 | $22.5K | 0.01% | +147 | New |
| Clearstead Advisors, LLC | 151 | $23.1K | 0.00% | +4+2.7% | Added |
| Hemington Wealth Management | 168 | $25.0K | 0.00% | +136+425.0% | Added |
| Sentry Investment Management LLC | 179 | $25.0K | 0.02% | +179 | New |
| Smartleaf Asset Management LLC | 168 | $25.1K | 0.00% | −10−5.6% | Reduced |
| Mather Group, LLC. | 169 | $25.8K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 173 | $26.4K | 0.00% | +173 | New |
| SRS Capital Advisors, Inc. | 177 | $27.0K | 0.00% | +138+353.8% | Added |
| Bartlett & Co. Wealth Management LLC | 179 | $27.4K | 0.00% | +179 | New |
| NBC Securities, Inc. | 195 | $29.0K | 0.00% | +195 | New |
| IAG Wealth Partners, LLC | 200 | $30.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 209 | $31.9K | 0.00% | −116−35.7% | Reduced |
| Farther Finance Advisors, LLC | 216 | $33.0K | 0.00% | +122+129.8% | Added |
| LRI Investments, LLC | 224 | $34.3K | 0.00% | +29+14.9% | Added |
| Massmutual Trust Co FSB | 244 | $37.3K | 0.00% | +170+229.7% | Added |
| Sofos Investments, Inc. | 249 | $38.0K | 0.01% | +249 | New |
| Atticus Wealth Management, LLC | 261 | $39.9K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 281 | $42.9K | 0.00% | +17+6.4% | Added |
| Jones Financial Companies LLLP | 292 | $43.7K | 0.00% | +240+461.5% | Added |
| Granite FO LLC | 293 | $44.8K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 306 | $46.0K | 0.00% | +306 | New |
| Spire Wealth Management | 306 | $46.7K | 0.00% | −73−19.3% | Reduced |