| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 0 | $189 | 0.00% | 0 | New |
| Annapolis Financial Services, LLC | 0 | $378 | 0.00% | 0 | New |
| 1620 Investment Advisors, Inc. | 0 | $504 | 0.00% | 0 | New |
| Activest Wealth Management | 1 | $2.04K | 0.00% | +1 | New |
| Harvest Fund Management Co., Ltd | 1 | $3.00K | 0.00% | −117−99.2% | Reduced |
| Coston, McIsaac & Partners | 1 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1 | $3.15K | 0.00% | +1 | New |
| FSA Wealth Management LLC | 1 | $3.15K | 0.00% | +1 | New |
| Iron Horse Wealth Management, LLC | 1 | $3.15K | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $3.15K | 0.00% | +1 | New |
| Beaird Harris Wealth 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 |
| Wolff Wiese Magana LLC | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1 | $3.15K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1 | $3.15K | 0.00% | +1 | New |
| Davis Capital Management | 1 | $3.26K | 0.00% | +1 | Added |
| Caldwell Sutter Capital, 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 |
| Cetera Trust Company, N.A | 2 | $6.30K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $6.30K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $6.30K | 0.00% | +1+100.0% | Added |
| Baldwin Brothers Inc | 2 | $6.30K | 0.00% | +2 | New |
| Itau Unibanco Holding S.A. | 2 | $6.30K | 0.00% | +2 | New |
| Northwest Financial Advisors | 2 | $6.30K | 0.01% | +2 | New |
| Atwood & Palmer Inc | 2 | $6.30K | 0.00% | −10−83.3% | Reduced |
| Abound Wealth Management | 2 | $6.30K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $6.30K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $6.30K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $9.00K | 0.00% | −25−89.3% | Reduced |
| Continuum Advisory, LLC | 3 | $9.41K | 0.00% | +3 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $9.45K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $9.45K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3 | $9.45K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $9.45K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3 | $9.45K | 0.01% | +3 | New |
| Cranbrook Wealth Management, LLC | 3 | $9.45K | 0.00% | −3−50.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 3 | $9.45K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 3 | $9.45K | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $11.8K | 0.01% | +2+100.0% | Added |
| Naples Money Management LLC | 4 | $12.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $12.6K | 0.00% | −1−20.0% | Reduced |
| Asset Dedication, LLC | 4 | $12.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4 | $12.6K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $12.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4 | $12.6K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4 | $12.7K | 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 |
| Lummis Asset Management, LP | 5 | $15.8K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5 | $15.8K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $15.8K | 0.01% | +3+150.0% | Added |
| Rakuten Securities, Inc. | 5 | $15.8K | 0.01% | +5 | New |
| Trifecta Capital Advisors, LLC | 5 | $15.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Arlington Trust Co LLC | 6 | $18.9K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 6 | $18.9K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 6 | $18.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 6 | $18.9K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $18.9K | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 7 | $22.0K | 0.00% | +1+16.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $22.1K | 0.00% | −9−56.3% | Reduced |
| Harbour Investments, Inc. | 7 | $22.1K | 0.00% | −1−12.5% | Reduced |
| Pinnacle Bancorp, Inc. | 7 | $22.1K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $22.1K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $22.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $22.1K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 7 | $22.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $22.1K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 7 | $22.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $22.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $22.1K | 0.00% | +1+16.7% | Added |
| TFC Financial Management | 7 | $22.1K | 0.00% | +2+40.0% | Added |
| Integrated Investment Consultants, LLC | 17,786 | $24.1K | 0.01% | +17,786 | New |
| GW&K Investment Management, LLC | 8 | $25.0K | 0.00% | +1+14.3% | Added |
| Louisbourg Investments Inc. | 8 | $25.2K | 0.01% | −2−20.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 8 | $25.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $25.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $25.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $25.2K | 0.01% | +3+60.0% | Added |
| JFS Wealth Advisors, LLC | 9 | $28.4K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $31.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 10 | $31.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $31.5K | 0.02% | 00.0% | Unchanged |