| Silicon Valley Capital Partners | 0 | $26 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 1 | $79 | 0.00% | +1 | New |
| Allworth Financial LP | 1 | $224 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 1 | $224 | 0.00% | +1 | New |
| Baker Avenue Asset Management, LP | 2 | $449 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 5 | $1.00K | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $1.12K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6 | $1.35K | 0.00% | +2+50.0% | Added |
| Prestige Wealth Management Group LLC | 7 | $1.57K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $1.57K | 0.00% | +7 | New |
| Private Trust Co NA | 11 | $2.00K | 0.00% | −9−45.0% | Reduced |
| Iron Horse Wealth Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 9 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $2.02K | 0.00% | +9 | New |
| Parkside Financial Bank & Trust | 10 | $2.24K | 0.00% | +5+100.0% | Added |
| Romano Brothers and Company | 10 | $2.24K | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 10 | $2.24K | 0.00% | +10 | New |
| Concord Wealth Partners | 10 | $2.24K | 0.00% | +10 | New |
| Accurate Wealth Management, LLC | 11 | $2.41K | 0.00% | +11 | New |
| Glassman Wealth Services | 11 | $2.47K | 0.00% | +1+10.0% | Added |
| AdvisorNet Financial, Inc | 11 | $2.47K | 0.00% | +10+1,000.0% | Added |
| Versant Capital Management, Inc | 12 | $2.69K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $2.92K | 0.00% | +4+44.4% | Added |
| Sofos Investments, Inc. | 224 | $3.09K | 0.03% | −994−81.6% | Reduced |
| Global Financial Private Client, LLC | 14 | $3.14K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 15 | $3.37K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 16 | $3.59K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $3.81K | 0.00% | +4+30.8% | Added |
| Capital Advisors, Ltd. LLC | 19 | $4.00K | 0.00% | +4+26.7% | Added |
| Sound Income Strategies, LLC | 18 | $4.04K | 0.00% | 00.0% | Unchanged |
| Amundi | 19 | $4.20K | 0.00% | −1,976−99.0% | Reduced |
| Manchester Capital Management LLC | 21 | $4.71K | 0.00% | +21 | New |
| Western Pacific Wealth Management, LP | 21 | $4.71K | 0.00% | +21 | New |
| MBM Wealth Consultants, LLC | 23 | $5.00K | 0.00% | +23 | New |
| TD Waterhouse Canada Inc. | 23 | $5.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $5.16K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 25 | $5.61K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 26 | $5.83K | 0.00% | −11−29.7% | Reduced |
| SRS Capital Advisors, Inc. | 27 | $6.08K | 0.00% | +2+8.0% | Added |
| Cornerstone Planning Group LLC | 29 | $6.68K | 0.00% | +29 | New |
| Raleigh Capital Management Inc. | 30 | $6.73K | 0.00% | +30 | New |
| RE Dickinson Investment Advisors, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $7.40K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 35 | $7.85K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 35 | $7.85K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 36 | $8.08K | 0.00% | −42,042−99.9% | Reduced |
| Zullo Investment Group, Inc. | 37 | $8.30K | 0.01% | +5+15.6% | Added |
| Brown Brothers Harriman & Co | 40 | $8.97K | 0.00% | −141−77.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 41 | $9.00K | 0.00% | +41 | New |
| Bessemer Group Inc | 45 | $10.0K | 0.00% | −27−37.5% | Reduced |
| Montag A & Associates Inc | 45 | $10.1K | 0.00% | +45 | New |
| Smithfield Trust Co | 53 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 52 | $12.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 56 | $12.6K | 0.00% | +28+100.0% | Added |
| IFP Advisors, Inc | 127 | $14.0K | 0.00% | −50−28.2% | Reduced |
| Quantbot Technologies LP | 64 | $14.4K | 0.00% | +64 | New |
| Colonial Trust Co | 65 | $14.7K | 0.00% | +65 | New |
| Creative Financial Designs Inc | 66 | $14.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 68 | $15.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 67 | $15.0K | 0.02% | +67 | New |
| Huntington National Bank | 67 | $15.0K | 0.00% | +67 | New |
| Adirondack Trust Co | 70 | $15.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 71 | $16.0K | 0.00% | +55+343.8% | Added |
| JFS Wealth Advisors, LLC | 73 | $16.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 78 | $17.0K | 0.01% | +78 | New |
| BerganKDV Wealth Management, LLC | 79 | $17.7K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 90 | $20.8K | 0.00% | +90 | New |
| Crewe Advisors LLC | 94 | $21.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 100 | $22.4K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 107 | $24.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 110 | $24.7K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 116 | $26.0K | 0.10% | +1+0.9% | Added |
| JJJ Advisors Inc. | 119 | $26.3K | 0.01% | +1+0.8% | Added |
| Money Concepts Capital Corp | 122 | $27.5K | 0.00% | +47+62.7% | Added |
| Dark Forest Capital Management LP | 130 | $29.2K | 0.01% | +130 | New |
| West Financial Advisors, LLC | 131 | $29.4K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 135 | $30.3K | 0.00% | +19+16.4% | Added |
| Comerica Securities,inc. | 148 | $33.2K | 0.00% | +148 | New |
| New Millennium Group LLC | 153 | $34.4K | 0.04% | −1−0.6% | Reduced |
| Belpointe Asset Management LLC | 161 | $36.1K | 0.00% | +161 | New |
| First Eagle Investment Management, LLC | 171 | $38.4K | 0.00% | −22−11.4% | Reduced |
| Legacy Bridge, LLC | 171 | $38.4K | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 181 | $40.6K | 0.00% | +181 | New |
| U.S. Capital Wealth Advisors, LLC | 190 | $42.6K | 0.00% | +190 | New |
| Ronald Blue Trust, Inc. | 235 | $47.0K | 0.00% | +66+39.1% | Added |
| Advisory Services Network, LLC | 222 | $49.8K | 0.00% | +222 | New |
| Proequities, Inc. | 236 | $52.9K | 0.00% | −14−5.6% | Reduced |
| Lumature Wealth Partners, LLC | 238 | $53.4K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 250 | $56.1K | 0.00% | −2,786−91.8% | Reduced |
| One Wealth Advisors, LLC | 266 | $59.7K | 0.01% | +266 | New |
| American State Bank (Iowa) | 268 | $60.1K | 0.05% | −23−7.9% | Reduced |
| HBK Sorce Advisory LLC | 34,272 | $61.0K | 0.00% | +17,136+100.0% | Added |
| Nomura Asset Management Co Ltd | 296 | $66.4K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 296 | $66.4K | 0.01% | +296 | New |