| Cranbrook Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2 | $0 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| Kelly Financial Services LLC | 652 | $15 | 0.00% | +637+4,246.7% | Added |
| WestEnd Advisors, LLC | – | $86 | 0.00% | – | New |
| Exane Derivatives | 8 | $332 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 18 | $783 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $1.00K | 0.00% | −25−55.6% | Reduced |
| Raffa Wealth Management, LLC | 23 | $1.00K | 0.00% | −23−50.0% | Reduced |
| Enterprise Financial Services Corp | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $1.00K | 0.00% | −1−4.8% | Reduced |
| Sound Income Strategies, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | +21 | New |
| Strategic Blueprint, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Tucker Asset Management LLC | 39 | $1.70K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 38 | $2.00K | 0.00% | −12−24.0% | Reduced |
| Massmutual Trust Co FSB | 51 | $2.00K | 0.00% | +2+4.1% | Added |
| Sargent Bickham Lagudis LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 42 | $2.00K | 0.00% | +42 | New |
| MV Capital Management, Inc. | 48 | $2.00K | 0.00% | +48 | New |
| Bartlett & Co. Wealth Management LLC | 60 | $2.61K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 68 | $2.96K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 71 | $3.00K | 0.00% | −96−57.5% | Reduced |
| Private Capital Group, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 58 | $3.00K | 0.00% | +58 | New |
| Hantz Financial Services, Inc. | 85 | $4.00K | 0.00% | −12−12.4% | Reduced |
| Harbor Investment Advisory, LLC | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 93 | $4.00K | 0.00% | +1+1.1% | Added |
| GPS Wealth Strategies Group, LLC | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 95 | $4.00K | 0.01% | +95 | New |
| Artemis Wealth Advisors, LLC | 121 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 124 | $5.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 109 | $5.00K | 0.00% | +64+142.2% | Added |
| Resolute Partners Group | 108 | $5.00K | 0.00% | +108 | New |
| Farmers & Merchants Investments Inc | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 136 | $6.00K | 0.00% | −4−2.9% | Reduced |
| Earnest Partners LLC | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 132 | $6.00K | 0.00% | +22+20.0% | Added |
| USA Financial Portformulas Corp | 165 | $7.00K | 0.01% | −30,851−99.5% | Reduced |
| Howe & Rusling Inc | 152 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 154 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 206 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 186 | $8.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 192 | $8.00K | 0.00% | −5−2.5% | Reduced |
| McIlrath & Eck, LLC | 202 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 217 | $9.00K | 0.00% | +217 | New |
| Beck Bode, LLC | 200 | $9.00K | 0.00% | +200 | New |
| Lindbrook Capital, LLC | 231 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 222 | $10.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 303 | $12.0K | 0.00% | −74−19.6% | Reduced |
| Eagle Bay Advisors LLC | 251 | $12.0K | 0.01% | +251 | New |
| Stonebridge Capital Advisors LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 298 | $13.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 300 | $13.0K | 0.00% | +300 | New |
| Red Door Wealth Management, LLC | 312 | $13.0K | 0.01% | +312 | New |
| TCI Wealth Advisors, Inc. | 321 | $14.0K | 0.00% | +89+38.4% | Added |
| Princeton Global Asset Management LLC | 312 | $14.0K | 0.00% | +312 | New |
| HWG Holdings LP | 334 | $15.0K | 0.01% | +334 | New |
| Leonteq Securities AG | 352 | $15.3K | 0.00% | −1,485−80.8% | Reduced |
| Carolinas Wealth Consulting LLC | 357 | $16.0K | 0.00% | −200−35.9% | Reduced |
| Atlas Capital Advisors LLC | 390 | $17.0K | 0.00% | +390 | New |
| Covington Capital Management | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 423 | $18.0K | 0.00% | −209−33.1% | Reduced |
| Baystate Wealth Management LLC | 409 | $18.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 406 | $18.0K | 0.01% | +406 | New |
| Tortoise Investment Management, LLC | 430 | $19.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 436 | $19.0K | 0.00% | +18+4.3% | Added |
| Independence Bank of Kentucky | 450 | $20.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 474 | $21.0K | 0.00% | +52+12.3% | Added |
| Caldwell Trust Co | 500 | $21.7K | 0.00% | +500 | New |
| Brewin Dolphin Ltd | 512 | $22.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 562 | $24.0K | 0.00% | −6,164−91.6% | Reduced |
| Heritage Wealth Management, LLC | 597 | $26.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 624 | $27.0K | 0.00% | +124+24.8% | Added |
| Bedel Financial Consulting, Inc. | 619 | $27.0K | 0.01% | +200+47.7% | Added |
| Parallel Advisors, LLC | 642 | $28.0K | 0.00% | +17+2.7% | Added |
| First Eagle Investment Management, LLC | 652 | $28.0K | 0.00% | +652 | New |
| Harbour Investments, Inc. | 668 | $29.0K | 0.00% | −462−40.9% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 695 | $30.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 722 | $31.0K | 0.00% | +81+12.6% | Added |
| Pinnacle Bancorp, Inc. | 731 | $32.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 770 | $33.0K | 0.01% | +211+37.7% | Added |
| Rosenberg Matthew Hamilton | 799 | $35.0K | 0.02% | +799 | New |
| DekaBank Deutsche Girozentrale | 920 | $38.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 881 | $38.0K | 0.01% | −3−0.3% | Reduced |
| Tobam | 905 | $39.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 900 | $39.0K | 0.01% | +900 | New |
| First Manhattan Co | 1,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $43.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,066 | $46.0K | 0.00% | +109+11.4% | Added |
| Parkside Financial Bank & Trust | 1,135 | $49.0K | 0.01% | −281−19.8% | Reduced |
| Brown Brothers Harriman & Co | 1,116 | $49.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,272 | $55.0K | 0.00% | +351+38.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,320 | $57.0K | 0.01% | +1,320 | New |