| Sofos Investments, Inc. | 1 | $261 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 2 | $361 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $515 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $516 | 0.00% | −6−66.7% | Reduced |
| Trifecta Capital Advisors, LLC | 5 | $859 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $859 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| North Star Investment Management Corp. | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $1.20K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 7 | $1.20K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9 | $1.51K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $1.91K | 0.00% | +11 | New |
| Hazlett, Burt & Watson, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Perkins Coie Trust Co | 12 | $2.06K | 0.00% | +12 | New |
| Cary Street Partner Investment Advisory LLC | 12 | $2.06K | 0.00% | +12 | New |
| First Horizon Advisors, Inc. | 14 | $2.40K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 16 | $2.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $2.92K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $3.44K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $3.61K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 22 | $3.65K | 0.00% | +2+10.0% | Added |
| TCTC Holdings, LLC | 23 | $3.95K | 0.00% | +23 | New |
| Jamison Private Wealth Management, Inc. | 25 | $4.22K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 29 | $4.98K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 34 | $5.00K | 0.00% | +34 | New |
| Delos Wealth Advisors, LLC | 28 | $5.15K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $5.15K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 32 | $5.50K | 0.00% | +7+28.0% | Added |
| Capital Advisors, Ltd. LLC | 36 | $6.00K | 0.00% | −5−12.2% | Reduced |
| Northwest Investment Counselors, LLC | 36 | $6.18K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 37 | $6.35K | 0.00% | +37 | New |
| JFS Wealth Advisors, LLC | 37 | $6.36K | 0.00% | −68−64.8% | Reduced |
| General Partner, Inc. | 38 | $6.53K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 38 | $6.54K | 0.01% | −6−13.6% | Reduced |
| NVWM, LLC | 40 | $6.94K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 44 | $7.56K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $8.59K | 0.00% | +50 | New |
| Byrne Asset Management LLC | 50 | $9.00K | 0.01% | +50 | New |
| Montag A & Associates Inc | 53 | $9.19K | 0.00% | −34−39.1% | Reduced |
| Institutional & Family Asset Management, LLC | 54 | $9.27K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 56 | $9.71K | 0.01% | +56 | New |
| Centerpoint Advisors, LLC | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 58 | $10.0K | 0.00% | +7+13.7% | Added |
| Sutton Wealth Advisors Inc. | 59 | $10.1K | 0.00% | +17+40.5% | Added |
| Colonial Trust Advisors | 61 | $10.4K | 0.00% | +1+1.7% | Added |
| IFP Advisors, Inc | 63 | $10.8K | 0.00% | −49−43.8% | Reduced |
| Global Financial Private Client, LLC | 65 | $10.9K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 66 | $11.3K | 0.00% | +14+26.9% | Added |
| WR Wealth Planners, LLC | 67 | $11.5K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 72 | $12.4K | 0.00% | −3,144−97.8% | Reduced |
| Proequities, Inc. | 75 | $13.0K | 0.00% | −1−1.3% | Reduced |
| Halpern Financial, Inc. | 76 | $13.1K | 0.00% | +76 | New |
| MV Capital Management, Inc. | 76 | $13.1K | 0.00% | −2−2.6% | Reduced |
| Bell Investment Advisors, Inc | 78 | $13.4K | 0.00% | −12−13.3% | Reduced |
| Clearstead Advisors, LLC | 85 | $14.6K | 0.00% | −1−1.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 87 | $14.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 88 | $15.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 92 | $15.8K | 0.00% | +92 | New |
| Farmers & Merchants Investments Inc | 94 | $16.1K | 0.00% | +2+2.2% | Added |
| Colonial Trust Co | 91 | $16.6K | 0.00% | +37+68.5% | Added |
| Cassady Schiller Wealth Management, LLC | 97 | $16.7K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 97 | $16.7K | 0.01% | +97 | New |
| EverSource Wealth Advisors, LLC | 98 | $16.8K | 0.00% | −22−18.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 100 | $17.2K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 109 | $18.3K | 0.00% | +22+25.3% | Added |
| SRS Capital Advisors, Inc. | 113 | $19.4K | 0.00% | −13−10.3% | Reduced |
| Monetary Management Group Inc | 125 | $21.5K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 140 | $24.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 141 | $24.2K | 0.00% | −93−39.7% | Reduced |
| Glassman Wealth Services | 144 | $24.7K | 0.00% | +14+10.8% | Added |
| Blume Capital Management, Inc. | 150 | $25.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 150 | $25.8K | 0.01% | +150 | New |
| Harbour Investments, Inc. | 157 | $27.0K | 0.00% | −14−8.2% | Reduced |
| Sawyer & Company, Inc | 158 | $27.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 160 | $27.5K | 0.01% | +47+41.6% | Added |
| Park Place Capital Corp | 162 | $27.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 177 | $30.4K | 0.00% | +33+22.9% | Added |
| Deseret Mutual Benefit Administrators | 184 | $31.6K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 185 | $31.8K | 0.02% | −391−67.9% | Reduced |
| Private Trust Co NA | 185 | $31.8K | 0.00% | +6+3.4% | Added |
| Rosenberg Matthew Hamilton | 195 | $33.5K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 205 | $35.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 207 | $35.5K | 0.00% | −15−6.8% | Reduced |
| Core Alternative Capital | 215 | $37.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 226 | $39.0K | 0.01% | +226 | New |
| Castleview Partners, LLC | 230 | $39.5K | 0.04% | +216+1,542.9% | Added |
| Capital Analysts, LLC | 232 | $40.0K | 0.00% | +1+0.4% | Added |
| Ronald Blue Trust, Inc. | 225 | $42.0K | 0.00% | +171+316.7% | Added |
| Muzinich & Co., Inc. | 251 | $43.1K | 0.04% | +51+25.5% | Added |
| Covestor Ltd | 260 | $45.0K | 0.03% | −30−10.3% | Reduced |
| CNB Bank | 263 | $45.2K | 0.03% | −135−33.9% | Reduced |
| Loomis Sayles & Co L P | 285 | $49.0K | 0.00% | +32+12.6% | Added |
| Federation des caisses Desjardins du Quebec | 294 | $50.5K | 0.00% | −106−26.5% | Reduced |
