| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Chesapeake Asset Management LLC | 1 | $225 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $225 | 0.00% | +1 | New |
| Central Trust Co | 1 | $226 | 0.00% | +1 | New |
| Reston Wealth Management LLC | 2 | $455 | 0.00% | +2 | New |
| Continuum Advisory, LLC | 2 | $456 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $491 | 0.00% | −1−33.3% | Reduced |
| Mattson Financial Services, LLC | 3 | $621 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 3 | $676 | 0.00% | +3 | New |
| Copley Financial Group, Inc. | 3 | $676 | 0.00% | +3 | New |
| 1620 Investment Advisors, Inc. | 4 | $876 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $1.14K | 0.00% | +5 | New |
| Bokf, NA | 6 | $1.32K | 0.00% | +4+200.0% | Added |
| NVWM, LLC | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $1.35K | 0.00% | +6 | New |
| TFC Financial Management | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 7 | $1.58K | 0.00% | +2+40.0% | Added |
| Union Savings Bank | 8 | $1.80K | 0.00% | +8 | New |
| Ancora Advisors, LLC | 9 | $1.98K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $2.03K | 0.00% | +1+12.5% | Added |
| ESL Trust Services, LLC | 10 | $2.25K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $2.25K | 0.00% | +2+25.0% | Added |
| M&R Capital Management Inc | 11 | $2.48K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $2.60K | 0.00% | +1+9.1% | Added |
| Cullen/Frost Bankers, Inc. | 12 | $2.70K | 0.00% | −10−45.5% | Reduced |
| Grove Bank & Trust | 12 | $2.70K | 0.00% | +12 | New |
| Trust Co of Vermont | 13 | $2.93K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 14 | $3.15K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 14 | $3.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $3.16K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 15 | $3.38K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $3.60K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 16 | $3.60K | 0.00% | +16 | New |
| MCF Advisors LLC | 16 | $3.61K | 0.00% | +14+700.0% | Added |
| Abound Wealth Management | 17 | $3.83K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 18 | $4.16K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $4.28K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 19 | $4.28K | 0.00% | +3+18.8% | Added |
| Dunhill Financial, LLC | 19 | $4.39K | 0.00% | +9+90.0% | Added |
| HGK Asset Management Inc | 20 | $4.50K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $4.50K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 21 | $4.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $5.01K | 0.00% | +2+10.0% | Added |
| FinTrust Capital Advisors, LLC | 25 | $5.63K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 25 | $5.63K | 0.01% | +25 | New |
| Jamison Private Wealth Management, Inc. | 25 | $5.74K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $6.53K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 31 | $6.98K | 0.00% | +31 | New |
| Hemington Wealth Management | 32 | $7.00K | 0.00% | +32 | New |
| Brown Brothers Harriman & Co | 32 | $7.21K | 0.00% | −9−22.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $7.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $7.66K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 35 | $7.88K | 0.00% | −29−45.3% | Reduced |
| Fortitude Family Office, LLC | 37 | $8.33K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 38 | $8.56K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 40 | $9.01K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 41 | $9.23K | 0.00% | −36−46.8% | Reduced |
| Proequities, Inc. | 44 | $9.98K | 0.00% | −36−45.0% | Reduced |
| Capital Performance Advisors LLP | 46 | $10.4K | 0.00% | +46 | New |
| Washington Trust Advisors, Inc. | 47 | $10.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 56 | $12.6K | 0.00% | +56 | New |
| Pacific Capital Wealth Advisors, Inc | 58 | $13.1K | 0.00% | +3+5.5% | Added |
| Game Plan Financial Advisors, LLC | 60 | $13.5K | 0.01% | +60 | New |
| Colonial Trust Advisors | 63 | $14.2K | 0.00% | +1+1.6% | Added |
| Rothschild Investment LLC | 63 | $14.2K | 0.00% | −1−1.6% | Reduced |
| Ashton Thomas Securities, LLC | 69 | $15.5K | 0.00% | +69 | New |
| Bell Investment Advisors, Inc | 69 | $15.5K | 0.00% | −3−4.2% | Reduced |
| New Age Alpha Advisors, LLC | 70 | $15.8K | 0.01% | +70 | New |
| GW&K Investment Management, LLC | 73 | $16.0K | 0.00% | +10+15.9% | Added |
| Colonial Trust Co | 78 | $17.6K | 0.00% | +2+2.6% | Added |
| MV Capital Management, Inc. | 80 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 82 | $18.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 82 | $18.5K | 0.00% | +2+2.5% | Added |
| Plante Moran Financial Advisors, LLC | 87 | $19.6K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 87 | $19.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 88 | $19.8K | 0.00% | +88 | New |
| Richard W. Paul & Associates, LLC | 92 | $20.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 94 | $21.2K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 97 | $21.8K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 99 | $22.3K | 0.02% | +1+1.0% | Added |
| Rise Advisors, LLC | 100 | $22.5K | 0.01% | +1+1.0% | Added |
| CVA Family Office, LLC | 105 | $23.7K | 0.00% | +14+15.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 113 | $25.6K | 0.01% | +17+17.7% | Added |
| IFP Advisors, Inc | 115 | $25.8K | 0.00% | −6−5.0% | Reduced |
| Rosenberg Matthew Hamilton | 124 | $27.9K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 125 | $28.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 125 | $28.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 137 | $30.9K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 137 | $31.1K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 140 | $31.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 141 | $31.8K | 0.00% | −2−1.4% | Reduced |
| Blume Capital Management, Inc. | 150 | $33.8K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 151 | $34.0K | 0.01% | 00.0% | Unchanged |