| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $1.47K | 0.00% | 0 | Unchanged |
| Coston, McIsaac & Partners | 1 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $3.15K | 0.00% | −16−94.1% | Reduced |
| Raleigh Capital Management Inc. | 1 | $3.15K | 0.00% | −11−91.7% | Reduced |
| AdvisorNet Financial, Inc | 1 | $3.15K | 0.00% | −2−66.7% | Reduced |
| Hexagon Capital Partners LLC | 1 | $3.15K | 0.00% | −1−50.0% | Reduced |
| Longfellow Investment Management Co LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1 | $3.15K | 0.00% | +1 | New |
| Altshuler Shaham Ltd | 1 | $3.15K | 0.00% | +1 | New |
| Pacific Capital Wealth Advisors, Inc | 1 | $3.15K | 0.00% | +1 | New |
| Redmont Wealth Advisors LLC | 1 | $3.15K | 0.00% | +1 | New |
| Gilliland Jeter Wealth Management LLC | 1 | $3.15K | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $4.39K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2 | $6.30K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $6.30K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2 | $6.30K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $6.30K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $6.30K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $6.30K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $6.30K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 2 | $6.30K | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 2 | $6.30K | 0.00% | +2 | New |
| FinTrust Capital Advisors, LLC | 2 | $6.30K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $6.30K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $6.30K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $6.34K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $6.57K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $9.00K | 0.00% | +1+50.0% | Added |
| FSA Wealth Management LLC | 3 | $9.46K | 0.00% | −2−40.0% | Reduced |
| Richardson Financial Services Inc. | 3 | $9.46K | 0.01% | −1−25.0% | Reduced |
| Raffa Wealth Management, LLC | 3 | $9.46K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3 | $9.46K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $9.46K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $9.46K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 3 | $9.46K | 0.00% | +3 | New |
| Semmax Financial Advisors Inc. | 4 | $11.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $12.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4 | $12.6K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 4 | $12.6K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 4 | $12.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4 | $12.6K | 0.01% | +4 | New |
| LRI Investments, LLC | 4 | $12.6K | 0.00% | +4 | New |
| Asset Dedication, LLC | 4 | $13.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 5 | $15.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $15.8K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $15.8K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $15.8K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 5 | $15.8K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $15.8K | 0.00% | −1−16.7% | Reduced |
| TFC Financial Management | 5 | $15.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $15.8K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $15.8K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $15.8K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5 | $15.8K | 0.00% | +5 | New |
| GW&K Investment Management, LLC | 5 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $18.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $18.9K | 0.00% | −8−57.1% | Reduced |
| Cranbrook Wealth Management, LLC | 6 | $18.9K | 0.00% | −5−45.5% | Reduced |
| Old Point Trust & Financial Services N A | 6 | $18.9K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6 | $18.9K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 6 | $18.9K | 0.01% | +2+50.0% | Added |
| Financial Management Professionals, Inc. | 6 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 6 | $19.0K | 0.00% | +6 | New |
| Ronald Blue Trust, Inc. | 7 | $22.1K | 0.00% | −18−72.0% | Reduced |
| Sandy Spring Bank | 7 | $22.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 7 | $22.1K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $22.1K | 0.01% | +2+40.0% | Added |
| Plante Moran Financial Advisors, LLC | 8 | $25.2K | 0.00% | −1−11.1% | Reduced |
| NVWM, LLC | 8 | $25.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $28.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 9 | $28.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 9 | $28.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $28.4K | 0.01% | −1−10.0% | Reduced |
| Louisbourg Investments Inc. | 10 | $31.5K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $31.5K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 10 | $31.5K | 0.00% | −2−16.7% | Reduced |
| Independence Bank of Kentucky | 10 | $31.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 10 | $31.5K | 0.00% | +10 | New |
| Rise Advisors, LLC | 10 | $31.5K | 0.02% | +10 | New |
| First Financial Corp | 11 | $34.7K | 0.02% | −24−68.6% | Reduced |
| Rocky Mountain Advisers, LLC | 11 | $34.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $34.7K | 0.01% | +10+1,000.0% | Added |
| Atwood & Palmer Inc | 12 | $37.8K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 12 | $37.8K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 12 | $37.8K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 12 | $37.8K | 0.01% | +1+9.1% | Added |
| Westside Investment Management, Inc. | 12 | $38.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 13 | $41.0K | 0.03% | +13 | New |
| Legacy Bridge, LLC | 13 | $41.0K | 0.02% | 00.0% | Unchanged |