| First Horizon Corp | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $0 | 0.00% | +2 | New |
| Ford Financial Group, LLC | 14 | $0 | 0.00% | +14 | New |
| Charter Oak Capital Management, LLC | 30 | $0 | 0.00% | +30 | New |
| Alaethes Wealth LLC | 1 | $0 | 0.00% | +1 | New |
| Tarbox Family Office, Inc. | 118 | $1.00K | 0.00% | −278−70.2% | Reduced |
| McClarren Financial Advisors, Inc. | 160 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 115 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 127 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 100 | $1.00K | 0.00% | +100 | New |
| Reilly Financial Advisors, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Transamerica Financial Advisors, Inc. | 58 | $1.00K | 0.02% | +58 | New |
| Capital Advisors, Ltd. LLC | 128 | $1.00K | 0.00% | +128 | New |
| West Branch Capital LLC | 110 | $1.00K | 0.00% | +110 | New |
| Delos Wealth Advisors, LLC | 110 | $1.00K | 0.00% | +110 | New |
| Caldwell Trust Co | 125 | $1.33K | 0.00% | +125 | New |
| Financial Enhancement Group LLC | 186 | $2.00K | 0.00% | −200−51.8% | Reduced |
| Covington Capital Management | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 170 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 221 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 143 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 170 | $2.00K | 0.00% | +170 | New |
| Capital Analysts, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Strategic Blueprint, LLC | 170 | $2.00K | 0.00% | +170 | New |
| Center for Financial Planning, Inc. | 190 | $2.00K | 0.00% | +190 | New |
| Archer Investment Corp | 233 | $2.48K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 315 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 302 | $3.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 280 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 275 | $3.00K | 0.00% | +275 | New |
| Financial Perspectives, Inc | 321 | $3.41K | 0.00% | −2,956−90.2% | Reduced |
| Jacobi Capital Management LLC | 350 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 382 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 401 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $4.00K | 0.00% | – | New |
| Migdal Insurance & Financial Holdings Ltd. | 459 | $5.00K | 0.00% | −625−57.7% | Reduced |
| Massmutual Trust Co FSB | 486 | $5.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 430 | $5.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 440 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 594 | $6.00K | 0.00% | −9−1.5% | Reduced |
| Crewe Advisors LLC | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 600 | $6.00K | 0.00% | +600 | New |
| Global Retirement Partners, LLC | 650 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 778 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 773 | $8.00K | 0.00% | +298+62.7% | Added |
| Stonebridge Capital Advisors LLC | 800 | $9.00K | 0.00% | −350−30.4% | Reduced |
| Quadrant Capital Group LLC | 843 | $9.00K | 0.00% | −36−4.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 849 | $9.00K | 0.00% | +208+32.4% | Added |
| Proequities, Inc. | 895 | $10.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 943 | $10.0K | 0.00% | +943 | New |
| Bartlett & Co. Wealth Management LLC | 1,029 | $10.9K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,061 | $11.0K | 0.00% | −22,302−95.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,079 | $11.0K | 0.00% | −1,029−48.8% | Reduced |
| Atlas Private Wealth Advisors | 1,000 | $11.0K | 0.01% | −700−41.2% | Reduced |
| Bartlett & Co. LLC | 1,029 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,081 | $11.0K | 0.00% | +474+78.1% | Added |
| Sofos Investments, Inc. | 0 | $11.0K | 0.01% | −2−100.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,000 | $11.0K | 0.00% | +1,000 | New |
| Valley National Advisers Inc | 1,160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,111 | $12.0K | 0.01% | +69+6.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,139 | $12.0K | 0.00% | +295+35.0% | Added |
| WealthShield Partners, LLC | 1,235 | $13.0K | 0.00% | −1,239−50.1% | Reduced |
| Meeder Asset Management Inc | 1,237 | $13.0K | 0.00% | +17+1.4% | Added |
| Parkside Financial Bank & Trust | 1,167 | $13.0K | 0.00% | +12+1.0% | Added |
| Lowe Wealth Advisors, LLC | 1,333 | $14.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,355 | $14.0K | 0.00% | +355+35.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,393 | $15.0K | 0.00% | +1,393 | New |
| Versant Capital Management, Inc | 1,550 | $16.0K | 0.01% | −553−26.3% | Reduced |
| Huntington National Bank | 1,492 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 1,466 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,558 | $17.0K | 0.00% | −1,345−46.3% | Reduced |
| Glassman Wealth Services | 1,671 | $18.0K | 0.00% | +607+57.0% | Added |
| Wagner Wealth Management, LLC | 1,800 | $19.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,857 | $20.0K | 0.00% | +13+0.7% | Added |
| Lake Point Wealth Management | 2,248 | $24.0K | 0.01% | +2,248 | New |
| Private Capital Group, LLC | 2,415 | $26.0K | 0.01% | −67−2.7% | Reduced |
| Arkadios Wealth Advisors | 2,506 | $26.0K | 0.00% | +1,574+168.9% | Added |
| Cypress Point Wealth Management, LLC | 2,500 | $27.0K | 0.02% | +2,500 | New |
| Steward Partners Investment Advisory, LLC | 2,600 | $28.0K | 0.00% | −34,200−92.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 2,700 | $29.0K | 0.02% | 00.0% | Unchanged |