| Penserra Capital Management LLC | 3 | $0 | 0.00% | −239−98.8% | Reduced |
| Ogorek Anthony Joseph | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 88 | $86 | 0.00% | +88 | New |
| Bryn Mawr Trust Co | 1 | $292 | 0.00% | −179−99.4% | Reduced |
| Triumph Capital Management | 1 | $292 | 0.00% | −22−95.7% | Reduced |
| LRI Investments, LLC | 1 | $292 | 0.00% | −15−93.8% | Reduced |
| Signature Equity Partners, LLC | 1 | $292 | 0.00% | −6−85.7% | Reduced |
| Delta Asset Management LLC | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 1 | $292 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $292 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $293 | 0.00% | −43−97.7% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $293 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $328 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 1 | $334 | 0.00% | −1−50.0% | Reduced |
| Dunhill Financial, LLC | 1 | $416 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2 | $585 | 0.00% | −10−83.3% | Reduced |
| Hughes Financial Services, LLC | 2 | $585 | 0.00% | −3−60.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $585 | 0.00% | −1−33.3% | Reduced |
| Raffa Wealth Management, LLC | 2 | $585 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2 | $585 | 0.00% | +2 | New |
| Princeton Global Asset Management LLC | 2 | $585 | 0.00% | +2 | New |
| Elequin Capital LP | 2 | $585 | 0.00% | +2 | New |
| Creative Capital Management Investments LLC | 2 | $585 | 0.00% | +2 | New |
| Provenance Wealth Advisors, LLC | 2 | $585 | 0.00% | +2 | New |
| Cornerstone Financial Management LLC | 3 | $877 | 0.00% | −6−66.7% | Reduced |
| MidFirst Bank | 3 | $877 | 0.00% | +3 | New |
| Financial Consulate, Inc | 3 | $878 | 0.00% | −222−98.7% | Reduced |
| Clark Wealth Partners | 3 | $878 | 0.00% | −30−90.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $878 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $878 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | −68−97.1% | Reduced |
| Avion Wealth | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 4 | $1.17K | 0.00% | −12−75.0% | Reduced |
| South State Corp. | 4 | $1.17K | 0.00% | −4−50.0% | Reduced |
| UMA Financial Services, Inc. | 4 | $1.17K | 0.00% | −1−20.0% | Reduced |
| Orion Capital Management LLC | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.17K | 0.00% | +1+33.3% | Added |
| Washington Trust Advisors, Inc. | 4 | $1.17K | 0.00% | +1+33.3% | Added |
| Bare Financial Services, Inc | 4 | $1.17K | 0.00% | +3+300.0% | Added |
| Compass Financial Management LLC | 4 | $1.17K | 0.00% | +4 | New |
| Spire Wealth Management | 5 | $1.46K | 0.00% | −10−66.7% | Reduced |
| SHP Wealth Management | 5 | $1.46K | 0.00% | −8−61.5% | Reduced |
| Mascoma Wealth Management LLC | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.46K | 0.00% | +3+150.0% | Added |
| Principia Wealth Advisory, LLC | 5 | $1.46K | 0.00% | +3+150.0% | Added |
| Cassaday & Co Wealth Management LLC | 5 | $1.46K | 0.00% | −2−28.6% | Reduced |
| Toth Financial Advisory Corp | 5 | $1.46K | 0.00% | +5 | New |
| High Note Wealth, LLC | 6 | $1.75K | 0.00% | −8−57.1% | Reduced |
| Marquette Asset Management, LLC | 6 | $1.75K | 0.00% | −4−40.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $2.05K | 0.00% | −2−22.2% | Reduced |
| Country Trust Bank | 7 | $2.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $2.05K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $2.34K | 0.00% | −66−89.2% | Reduced |
| West Paces Advisors Inc. | 8 | $2.34K | 0.00% | +8 | New |
| Heritage Wealth Advisors | 9 | $2.63K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 9 | $2.63K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $2.63K | 0.00% | +2+28.6% | Added |
| JFS Wealth Advisors, LLC | 9 | $2.63K | 0.00% | +2+28.6% | Added |
| Wall Street Access Asset Management, LLC | 10 | $2.92K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $2.92K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 10 | $2.92K | 0.00% | +3+42.9% | Added |
| Continuum Advisory, LLC | 10 | $2.92K | 0.00% | +10 | New |
| Gill Capital Partners, LLC | 11 | $3.22K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11 | $3.22K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 11 | $3.22K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 11 | $3.22K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 11 | $3.22K | 0.00% | +11 | New |
| Manchester Capital Management LLC | 12 | $3.51K | 0.00% | −17−58.6% | Reduced |
| Key Financial Inc | 12 | $3.51K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 12 | $3.79K | 0.00% | −31−72.1% | Reduced |
| Signature Resources Capital Management, LLC | 13 | $3.80K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13 | $3.80K | 0.00% | +11+550.0% | Added |
| Keating Financial Advisory Services, Inc. | 14 | $4.09K | 0.00% | −2−12.5% | Reduced |
| Geneos Wealth Management Inc. | 14 | $4.09K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 14 | $4.09K | 0.00% | +14 | New |
| Westfuller Advisors, LLC | 15 | $4.39K | 0.00% | −1−6.3% | Reduced |
| Archer Investment Corp | 15 | $4.39K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 15 | $4.39K | 0.00% | +2+15.4% | Added |
| First National Bank | 15 | $4.39K | 0.00% | +15 | New |
| Grove Bank & Trust | 16 | $4.68K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 16 | $4.68K | 0.00% | +16 | New |
| Plante Moran Financial Advisors, LLC | 18 | $5.26K | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 18 | $5.26K | 0.00% | +7+63.6% | Added |
| Rossby Financial, LCC | 20 | $5.85K | 0.00% | −105−84.0% | Reduced |
| Valued Wealth Advisors LLC | 20 | $5.85K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 22 | $6.43K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 23 | $6.73K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 24 | $7.02K | 0.00% | −17−41.5% | Reduced |
| Bell Investment Advisors, Inc | 24 | $7.02K | 0.00% | +12+100.0% | Added |
| Johnson Financial Group, Inc. | 26 | $7.60K | 0.00% | −75−74.3% | Reduced |
| Fortis Group Advisors, LLC | 27 | $7.90K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 27 | $7.90K | 0.00% | +27 | New |
| Front Row Advisors LLC | 25 | $8.07K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $8.19K | 0.00% | −49−63.6% | Reduced |
| JPL Wealth Management, LLC | 28 | $8.19K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 28 | $8.19K | 0.00% | +28 | New |