| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Cornerstone Planning Group LLC | 1 | $191 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $192 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $192 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 2 | $383 | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 2 | $383 | 0.00% | +2 | New |
| Colonial Trust Co | 2 | $394 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $575 | 0.00% | −4−57.1% | Reduced |
| Manchester Capital Management LLC | 3 | $575 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $575 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $706 | 0.00% | +1+33.3% | Added |
| GWM Advisors LLC | 4 | $765 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4 | $766 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4 | $766 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $766 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 5 | $901 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 4 | $957 | 0.00% | +4 | New |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | +1+20.0% | Added |
| Laffer Tengler Investments | 6 | $1.15K | 0.00% | +6 | New |
| Winthrop Capital Management, LLC | 6 | $1.15K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.15K | 0.00% | +6 | New |
| Montag A & Associates Inc | 7 | $1.34K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 7 | $1.34K | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 8 | $1.53K | 0.00% | −1−11.1% | Reduced |
| JJJ Advisors Inc. | 8 | $1.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.72K | 0.00% | +5+125.0% | Added |
| FSA Wealth Management LLC | 8 | $2.00K | 0.00% | +8 | New |
| Semmax Financial Advisors Inc. | 14 | $2.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $2.49K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 14 | $2.68K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 14 | $2.68K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 15 | $2.87K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 15 | $2.87K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $2.87K | 0.00% | −11−42.3% | Reduced |
| NBC Securities, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 16 | $3.06K | 0.00% | +16 | New |
| Zions Bancorporation, N.A. | 19 | $3.64K | 0.00% | −5−20.8% | Reduced |
| Sachetta, LLC | 19 | $3.64K | 0.00% | +19 | New |
| Harvest Fund Management Co., Ltd | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $4.02K | 0.00% | +13+162.5% | Added |
| Allspring Global Investments Holdings, LLC | 25 | $4.79K | 0.00% | −77,988−100.0% | Reduced |
| Proequities, Inc. | 26 | $4.98K | 0.00% | +23+766.7% | Added |
| Private Wealth Management Group, LLC | 26 | $4.98K | 0.00% | +26 | New |
| Massmutual Trust Co FSB | 30 | $5.74K | 0.00% | +4+15.4% | Added |
| Huntington National Bank | 32 | $6.13K | 0.00% | +2+6.7% | Added |
| Bell Investment Advisors, Inc | 33 | $6.32K | 0.00% | −5−13.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 34 | $6.51K | 0.00% | +34 | New |
| Bogart Wealth, LLC | 36 | $6.89K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 42 | $7.00K | 0.00% | −59−58.4% | Reduced |
| Whittier Trust Co | 37 | $7.08K | 0.00% | −1−2.6% | Reduced |
| Parkside Financial Bank & Trust | 38 | $7.27K | 0.00% | +13+52.0% | Added |
| Tennessee Valley Asset Management Partners | 40 | $7.66K | 0.00% | +40 | New |
| Macroview Investment Management LLC | 42 | $8.04K | 0.01% | +36+600.0% | Added |
| Peoples Financial Services Corp. | 50 | $9.57K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 50 | $9.57K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $9.57K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 67 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 75 | $14.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 78 | $14.6K | 0.00% | −12−13.3% | Reduced |
| Valley National Advisers Inc | 86 | $16.0K | 0.00% | +10+13.2% | Added |
| First Horizon Advisors, Inc. | 88 | $16.8K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 90 | $17.2K | 0.01% | −3−3.2% | Reduced |
| Rakuten Investment Management, Inc. | 90 | $17.6K | 0.00% | +90 | New |
| Farther Finance Advisors, LLC | 94 | $18.0K | 0.00% | +69+276.0% | Added |
| Principal Securities, Inc. | 102 | $19.5K | 0.00% | +102 | New |
| Harbour Investments, Inc. | 110 | $21.1K | 0.00% | +57+107.5% | Added |
| Gradient Investments LLC | 114 | $21.8K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 122 | $23.4K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 125 | $23.9K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 143 | $24.8K | 0.00% | +143 | New |
| Jefferies Financial Group Inc. | 146 | $27.9K | 0.00% | −4,632−96.9% | Reduced |
| Glassman Wealth Services | 146 | $27.9K | 0.00% | +10+7.4% | Added |
| Capital Advisors, Ltd. LLC | 158 | $30.0K | 0.00% | −15−8.7% | Reduced |
| Plato Investment Management Ltd | 163 | $31.2K | 0.04% | +163 | New |
| Quent Capital, LLC | 173 | $33.1K | 0.00% | +123+246.0% | Added |
| Coppell Advisory Solutions LLC | 196 | $37.5K | 0.01% | +196 | New |
| CKW Financial Group | 200 | $38.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $38.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $38.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $38.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 211 | $40.4K | 0.00% | −16−7.0% | Reduced |
| EverSource Wealth Advisors, LLC | 214 | $41.0K | 0.00% | +184+613.3% | Added |
| GAMMA Investing LLC | 270 | $46.7K | 0.01% | +270 | New |
| Allworth Financial LP | 245 | $46.9K | 0.00% | −16−6.1% | Reduced |
| V-Square Quantitative Management LLC | 274 | $52.4K | 0.01% | +274 | New |
| Prestige Wealth Management Group LLC | 278 | $53.2K | 0.01% | −36−11.5% | Reduced |
| Advisory Services Network, LLC | 299 | $57.3K | 0.00% | +299 | New |
| nVerses Capital, LLC | – | $57.4K | 0.16% | – | New |
| Quadrant Capital Group LLC | 306 | $58.6K | 0.01% | +31+11.3% | Added |
| Quantbot Technologies LP | 319 | $61.1K | 0.00% | +319 | New |
| Covestor Ltd | 357 | $68.0K | 0.05% | +293+457.8% | Added |
| Lindbrook Capital, LLC | 369 | $70.6K | 0.01% | +100+37.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 371 | $71.0K | 0.00% | +371 | New |
| Alta Advisers Ltd | 400 | $76.6K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 402 | $76.9K | 0.00% | −240−37.4% | Reduced |
| Leonteq Securities AG | 442 | $84.6K | 0.01% | −141−24.2% | Reduced |
| IFP Advisors, Inc | 456 | $87.2K | 0.00% | +2+0.4% | Added |
| Desjardins Global Asset Management Inc. | 464 | $88.8K | 0.01% | +6+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 480 | $91.9K | 0.00% | +60+14.3% | Added |