| Acadian Asset Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 0 | $34 | 0.00% | 0 | Unchanged |
| Activest Wealth Management | 1 | $38 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $38 | 0.00% | +1 | New |
| American National Bank | 2 | $76 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $152 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $190 | 0.00% | +5 | New |
| Winnow Wealth LLC | 6 | $192 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $228 | 0.00% | +6 | New |
| Whittier Trust Co of Nevada Inc | 7 | $265 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $266 | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 7 | $266 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 10 | $345 | 0.00% | +10 | New |
| NVWM, LLC | 10 | $380 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $418 | 0.00% | −9−45.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 11 | $421 | 0.00% | +11 | New |
| Longfellow Investment Management Co LLC | 20 | $770 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 22 | $836 | 0.00% | +22 | New |
| Pillar Financial Advisors, LLC | 25 | $950 | 0.00% | +25 | New |
| GHP Investment Advisors, Inc. | 26 | $988 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 26 | $991 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $1.00K | 0.00% | +23+104.5% | Added |
| Painted Porch Advisors LLC | 28 | $1.06K | 0.00% | +28 | New |
| Transce3nd, LLC | 36 | $1.37K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 41 | $1.56K | 0.00% | −16−28.1% | Reduced |
| Grove Bank & Trust | 46 | $1.75K | 0.00% | +46 | New |
| Albion Financial Group | 47 | $1.79K | 0.00% | +47 | New |
| Dunhill Financial, LLC | 48 | $1.82K | 0.00% | +9+23.1% | Added |
| Main Street Group, LTD | 50 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $1.90K | 0.00% | +50 | New |
| Hantz Financial Services, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 62 | $2.00K | 0.00% | +37+148.0% | Added |
| Manchester Capital Management LLC | 54 | $2.05K | 0.00% | −49−47.6% | Reduced |
| Rocky Mountain Advisers, LLC | 55 | $2.09K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $2.17K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 58 | $2.21K | 0.00% | +58 | New |
| WPG Advisers, LLC | 62 | $2.35K | 0.00% | +62 | New |
| Sierra Ocean, LLC | 64 | $2.43K | 0.00% | +64 | New |
| Continuum Advisory, LLC | 74 | $2.81K | 0.00% | −9−10.8% | Reduced |
| Proequities, Inc. | 88 | $2.91K | 0.00% | −6,400−98.6% | Reduced |
| Spire Wealth Management | 77 | $2.92K | 0.00% | +19+32.8% | Added |
| Logan Capital Management Inc | 90 | $3.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 90 | $3.42K | 0.00% | +90 | New |
| Carolinas Wealth Consulting LLC | 95 | $3.63K | 0.00% | +20+26.7% | Added |
| MV Capital Management, Inc. | 96 | $3.65K | 0.00% | +81+540.0% | Added |
| Sachetta, LLC | 96 | $3.65K | 0.00% | +1+1.1% | Added |
| Whipplewood Advisors, LLC | 98 | $3.72K | 0.00% | +98 | New |
| Sunbelt Securities, Inc. | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 103 | $3.91K | 0.00% | −86−45.5% | Reduced |
| Wood Tarver Financial Group, LLC | 107 | $4.00K | 0.00% | +107 | New |
| Farmers & Merchants Investments Inc | 107 | $4.06K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 109 | $4.14K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 113 | $4.29K | 0.00% | +17+17.7% | Added |
| Capital Analysts, LLC | 136 | $5.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 152 | $5.02K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 141 | $5.32K | 0.00% | −103−42.2% | Reduced |
| Capital Advisors, Ltd. LLC | 164 | $6.00K | 0.00% | −41−20.0% | Reduced |
| Smithfield Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $6.34K | 0.00% | −23−12.1% | Reduced |
| Putney Financial Group LLC | 175 | $6.65K | 0.01% | +175 | New |
| Newbridge Financial Services Group, Inc. | 176 | $6.68K | 0.00% | +176 | New |
| Transamerica Financial Advisors, Inc. | 162 | $7.00K | 0.00% | +83+105.1% | Added |
| HM Payson & Co | 187 | $7.10K | 0.00% | −62−24.9% | Reduced |
| IFP Advisors, Inc | 188 | $7.14K | 0.00% | +70+59.3% | Added |
| First Horizon Advisors, Inc. | 194 | $7.37K | 0.00% | −121−38.4% | Reduced |
| Ogorek Anthony Joseph | 230 | $8.00K | 0.00% | +1+0.4% | Added |
| Geneos Wealth Management Inc. | 212 | $8.05K | 0.00% | −21−9.0% | Reduced |
| Permit Capital, LLC | 235 | $8.93K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 238 | $9.05K | 0.00% | +10+4.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 245 | $9.31K | 0.02% | +25+11.4% | Added |
| Raleigh Capital Management Inc. | 255 | $9.69K | 0.00% | −525−67.3% | Reduced |
| Colonial Trust Co | 256 | $9.72K | 0.00% | +87+51.5% | Added |
| West Paces Advisors Inc. | 264 | $10.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $11.5K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 395 | $11.9K | 0.00% | +395 | New |
| Gulf International Bank (UK) Ltd | 330 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 317 | $12.0K | 0.01% | +317 | New |
| Hopwood Financial Services, Inc. | 328 | $12.5K | 0.01% | +328 | New |
| Generali Asset Management SPA SGR | 378 | $14.4K | 0.00% | +378 | New |
| Global Retirement Partners, LLC | 413 | $15.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 424 | $16.1K | 0.00% | −19−4.3% | Reduced |
| Massmutual Trust Co FSB | 464 | $17.6K | 0.00% | −193−29.4% | Reduced |
| Lindbrook Capital, LLC | 471 | $17.9K | 0.00% | −415−46.8% | Reduced |
| Penserra Capital Management LLC | 500 | $18.0K | 0.00% | +461+1,182.1% | Added |
| Citizens National Bank Trust Department | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 504 | $19.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 515 | $19.6K | 0.01% | +515 | New |
| GPS Wealth Strategies Group, LLC | 530 | $20.1K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 570 | $21.6K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 597 | $22.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 609 | $23.1K | 0.00% | −788−56.4% | Reduced |
| Riverview Trust Co | 633 | $24.0K | 0.02% | +633 | New |
| Bank of Jackson Hole Trust | 640 | $24.3K | 0.02% | +640 | New |
| Chesapeake Asset Management LLC | 660 | $25.1K | 0.02% | +10+1.5% | Added |
| Laurel Wealth Advisors LLC | 717 | $27.2K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 717 | $27.2K | 0.01% | +25+3.6% | Added |
| Principal Securities, Inc. | 721 | $27.4K | 0.00% | +688+2,084.8% | Added |
| Salem Investment Counselors Inc | 750 | $28.7K | 0.00% | 00.0% | Unchanged |