| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1 | $113 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $113 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $113 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $226 | 0.00% | −1−33.3% | Reduced |
| Cape Investment Advisory, Inc. | 4 | $451 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $451 | 0.00% | +4 | New |
| Quadrant Capital Group LLC | 4 | $452 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $677 | 0.00% | +6 | New |
| Bokf, NA | 7 | $806 | 0.00% | +7 | New |
| Frazier Financial Advisors, LLC | 8 | $893 | 0.00% | +8 | New |
| Hemington Wealth Management | 13 | $1.00K | 0.00% | +4+44.4% | Added |
| Resources Management Corp | 6 | $1.00K | 0.00% | +6 | New |
| AlphaMark Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $1.47K | 0.00% | +13 | New |
| CVA Family Office, LLC | 15 | $1.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 16 | $1.80K | 0.00% | +14+700.0% | Added |
| First Horizon Advisors, Inc. | 19 | $2.14K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 20 | $2.26K | 0.00% | −11−35.5% | Reduced |
| HHM Wealth Advisors, LLC | 20 | $2.26K | 0.00% | +20 | New |
| Prestige Wealth Management Group LLC | 25 | $2.82K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $2.93K | 0.00% | −63−70.8% | Reduced |
| Strategic Investment Solutions, Inc. | 26 | $2.93K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27 | $3.01K | 0.00% | +10+58.8% | Added |
| Continuum Advisory, LLC | 31 | $3.50K | 0.00% | −10−24.4% | Reduced |
| GeoWealth Management, LLC | 31 | $3.50K | 0.00% | +12+63.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 34 | $3.83K | 0.00% | +34 | New |
| Bellevue Asset Management, LLC | 36 | $4.06K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 36 | $4.06K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 39 | $4.40K | 0.00% | +39 | New |
| Heritage Wealth Advisors | 40 | $4.51K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 40 | $4.51K | 0.00% | +40 | New |
| MCF Advisors LLC | 45 | $5.08K | 0.00% | −84−65.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 50 | $5.64K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 50 | $5.64K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 50 | $5.64K | 0.00% | +50 | New |
| MPWM Advisory Solutions, LLC | 50 | $5.64K | 0.00% | +50 | New |
| Meeder Asset Management Inc | 56 | $6.32K | 0.00% | −1−1.8% | Reduced |
| MV Capital Management, Inc. | 62 | $6.99K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 63 | $7.11K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 68 | $7.67K | 0.00% | +68 | New |
| Bell Investment Advisors, Inc | 74 | $8.35K | 0.00% | +4+5.7% | Added |
| Quest Partners LLC | 77 | $8.69K | 0.00% | +77 | New |
| Ronald Blue Trust, Inc. | 87 | $9.81K | 0.00% | +87 | New |
| Washington Trust Advisors, Inc. | 93 | $10.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $11.3K | 0.00% | +100 | New |
| Fourth Dimension Wealth, LLC | 100 | $11.3K | 0.01% | +100 | New |
| Concord Wealth Partners | 105 | $11.9K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 104 | $12.0K | 0.00% | +7+7.2% | Added |
| Toth Financial Advisory Corp | 107 | $12.1K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 107 | $12.1K | 0.01% | +107 | New |
| Trivant Custom Portfolio Group, LLC | 108 | $12.2K | 0.01% | +8+8.0% | Added |
| South State Corp. | 110 | $12.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 114 | $12.9K | 0.00% | −7−5.8% | Reduced |
| Venturi Wealth Management, LLC | 115 | $13.0K | 0.00% | +80+228.6% | Added |
| Huntington National Bank | 117 | $13.2K | 0.00% | −152−56.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 125 | $14.1K | 0.00% | +125 | New |
| WPG Advisers, LLC | 130 | $14.7K | 0.01% | +130 | New |
| Skopos Labs, Inc. | 150 | $16.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 152 | $17.1K | 0.00% | −98−39.2% | Reduced |
| CNB Bank | 153 | $17.3K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 160 | $18.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 164 | $18.5K | 0.01% | +164 | New |
| CarsonAllaria Wealth Management, Ltd. | 188 | $21.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 190 | $21.4K | 0.00% | +25+15.2% | Added |
| Caitlin John, LLC | 200 | $22.6K | 0.02% | +200 | New |
| Parkside Financial Bank & Trust | 217 | $24.5K | 0.00% | +65+42.8% | Added |
| Arcadia Investment Management Corp | 224 | $25.3K | 0.00% | +224 | New |
| Bogart Wealth, LLC | 259 | $29.2K | 0.00% | −49−15.9% | Reduced |
| Allworth Financial LP | 244 | $30.1K | 0.00% | +192+369.2% | Added |
| Larson Financial Group LLC | 273 | $30.8K | 0.00% | +200+274.0% | Added |
| Whittier Trust Co | 284 | $32.0K | 0.00% | +127+80.9% | Added |
| North Star Investment Management Corp. | 298 | $33.6K | 0.00% | +200+204.1% | Added |
| Sandy Spring Bank | 298 | $33.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 315 | $35.5K | 0.00% | +283+884.4% | Added |
| Ci Investments Inc. | 316 | $36.0K | 0.00% | +18+6.0% | Added |
| Parallel Advisors, LLC | 325 | $36.7K | 0.00% | −7−2.1% | Reduced |
| SJS Investment Consulting Inc. | 385 | $43.4K | 0.01% | −1,168−75.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 386 | $43.5K | 0.00% | +254+192.4% | Added |
| Sunbelt Securities, Inc. | 400 | $44.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 420 | $47.4K | 0.01% | +420 | New |
| GAMMA Investing LLC | 422 | $47.6K | 0.00% | +114+37.0% | Added |
| R Squared Ltd | 430 | $48.5K | 0.05% | +430 | New |
| Principal Securities, Inc. | 436 | $49.2K | 0.00% | +316+263.3% | Added |
| SRS Capital Advisors, Inc. | 438 | $49.4K | 0.00% | +244+125.8% | Added |
| Whipplewood Advisors, LLC | 449 | $50.6K | 0.03% | +449 | New |
| CoreCap Advisors, LLC | 468 | $52.8K | 0.00% | −241−34.0% | Reduced |
| Global Retirement Partners, LLC | 490 | $55.3K | 0.00% | +39+8.6% | Added |
| Burkett Financial Services, LLC | 500 | $56.4K | 0.02% | +500 | New |
| Harbour Investments, Inc. | 505 | $57.0K | 0.00% | +190+60.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 534 | $60.0K | 0.04% | 00.0% | Unchanged |