| TSFG, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 30 | $0 | 0.00% | −242−89.0% | Reduced |
| Roble, Belko & Company, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 14 | $0 | 0.00% | +14 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $10 | 0.00% | −74−97.4% | Reduced |
| Stone House Investment Management, LLC | 2 | $10 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 2 | $10 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $14 | 0.00% | −4−57.1% | Reduced |
| SOA Wealth Advisors, LLC. | 3 | $15 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $20 | 0.00% | −145−97.3% | Reduced |
| HFM Investment Advisors, LLC | 4 | $20 | 0.00% | −19−82.6% | Reduced |
| Versant Capital Management, Inc | 5 | $25 | 0.00% | −5,545−99.9% | Reduced |
| Grey Fox Wealth Advisors, LLC | 5 | $25 | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 6 | $29 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $40 | 0.00% | −11−57.9% | Reduced |
| Evermay Wealth Management LLC | 9 | $45 | 0.00% | −108−92.3% | Reduced |
| Rothschild Investment LLC | 9 | $45 | 0.00% | +9 | New |
| 1620 Investment Advisors, Inc. | 11 | $55 | 0.00% | −534−98.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $65 | 0.00% | −4−23.5% | Reduced |
| North Star Investment Management Corp. | 13 | $65 | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 15 | $75 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 15 | $75 | 0.00% | +15 | New |
| Beaird Harris Wealth Management, LLC | 18 | $89 | 0.00% | +18 | New |
| HighMark Wealth Management LLC | 21 | $105 | 0.00% | −21−50.0% | Reduced |
| Private Trust Co NA | 22 | $110 | 0.00% | +22 | New |
| Hurley Capital, LLC | 25 | $125 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 26 | $130 | 0.00% | −1−3.7% | Reduced |
| Bare Financial Services, Inc | 40 | $200 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 44 | $220 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 48 | $240 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 5 | $250 | 0.00% | −45−90.0% | Reduced |
| Fortitude Family Office, LLC | 55 | $274 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 56 | $279 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 64 | $319 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 70 | $349 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 86 | $429 | 0.00% | −424−83.1% | Reduced |
| IFP Advisors, Inc | 92 | $459 | 0.00% | +49+114.0% | Added |
| DecisionPoint Financial, LLC | 93 | $468 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $499 | 0.00% | −500−83.3% | Reduced |
| Oakworth Capital, Inc. | 100 | $499 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $503 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 101 | $504 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 113 | $564 | 0.00% | +54+91.5% | Added |
| Parkside Financial Bank & Trust | 114 | $569 | 0.00% | −5,667−98.0% | Reduced |
| Manchester Capital Management LLC | 120 | $599 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 120 | $599 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 120 | $599 | 0.00% | +64+114.3% | Added |
| Heartwood Wealth Advisors LLC | 125 | $624 | 0.00% | +125 | New |
| Geneos Wealth Management Inc. | 127 | $634 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 140 | $699 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 148 | $739 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 155 | $773 | 0.00% | +155 | New |
| McIlrath & Eck, LLC | 168 | $838 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 180 | $898 | 0.00% | −1,072−85.6% | Reduced |
| Ancora Advisors, LLC | 186 | $928 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 190 | $948 | 0.00% | −628−76.8% | Reduced |
| Bogart Wealth, LLC | 191 | $953 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $998 | 0.00% | −185−48.1% | Reduced |
| Trust Co of Vermont | 200 | $998 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $998 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 200 | $998 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $998 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 200 | $998 | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 251 | $1.25K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 255 | $1.27K | 0.00% | +255 | New |
| Bank & Trust Co | 263 | $1.31K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 266 | $1.33K | 0.00% | +57+27.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 268 | $1.34K | 0.00% | +268 | New |
| Rakuten Securities, Inc. | 269 | $1.34K | 0.00% | +75+38.7% | Added |
| DHJJ Financial Advisors, Ltd. | 272 | $1.36K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 281 | $1.40K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 300 | $1.50K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 332 | $1.66K | 0.00% | +332 | New |
| City Holding Co | 350 | $1.75K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 411 | $2.05K | 0.00% | −1,478−78.2% | Reduced |
| Quent Capital, LLC | 423 | $2.11K | 0.00% | +423 | New |
| Atlantic Trust, LLC | 437 | $2.18K | 0.00% | +437 | New |
| Central Trust Co | 448 | $2.24K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 458 | $2.29K | 0.00% | −389−45.9% | Reduced |
| Glen Eagle Advisors, LLC | 460 | $2.29K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 500 | $2.50K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 546 | $2.73K | 0.00% | −62−10.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 555 | $2.77K | 0.00% | −20,720−97.4% | Reduced |
| Larson Financial Group LLC | 560 | $2.79K | 0.00% | +560 | New |
| Lowe Wealth Advisors, LLC | 563 | $2.81K | 0.00% | −3−0.5% | Reduced |
| Spire Wealth Management | 600 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 672 | $3.00K | 0.00% | −538−44.5% | Reduced |
| CoreCap Advisors, LLC | 633 | $3.16K | 0.00% | −250−28.3% | Reduced |
| TD Waterhouse Canada Inc. | 726 | $3.66K | 0.00% | −68,375−98.9% | Reduced |
| Golden State Wealth Management, LLC | 735 | $3.67K | 0.00% | −50−6.4% | Reduced |
| Umb Bank N A | 772 | $3.85K | 0.00% | −3,431−81.6% | Reduced |
| Fifth Third Bancorp | 826 | $4.12K | 0.00% | −501−37.8% | Reduced |
| Point72 Europe (London) LLP | 867 | $4.33K | 0.00% | +867 | New |
| Red Tortoise LLC | 958 | $4.78K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,035 | $5.17K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,041 | $5.20K | 0.00% | 00.0% | Unchanged |