| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 123,206 | $181 | 0.01% | +123,206 | New |
| Tfo-TDC, LLC | 1 | $687 | 0.00% | −2−66.7% | Reduced |
| Highline Wealth Partners LLC | 1 | $687 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1 | $687 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $688 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $688 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $1.37K | 0.00% | −22−91.7% | Reduced |
| Tucker Asset Management LLC | 2 | $1.37K | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 2 | $1.37K | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $1.38K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $2.06K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $2.06K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $2.06K | 0.00% | +1+50.0% | Added |
| Ancora Advisors, LLC | 3 | $2.37K | 0.00% | −85−96.6% | Reduced |
| LRI Investments, LLC | 4 | $2.75K | 0.00% | +4 | New |
| Rosenberg Matthew Hamilton | 5 | $3.40K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $3.43K | 0.00% | +2+66.7% | Added |
| Iron Horse Wealth Management, LLC | 5 | $3.44K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 5 | $3.44K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $4.04K | 0.00% | −8−57.1% | Reduced |
| Altshuler Shaham Ltd | 6 | $4.12K | 0.00% | −81−93.1% | Reduced |
| Providence Capital Advisors, LLC | 6 | $4.12K | 0.00% | −50−89.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6 | $4.12K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $4.12K | 0.00% | +1+20.0% | Added |
| Concord Wealth Partners | 6 | $4.12K | 0.00% | +6 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $4.12K | 0.01% | −1−14.3% | Reduced |
| Dunhill Financial, LLC | 6 | $4.45K | 0.00% | +1+20.0% | Added |
| West Paces Advisors Inc. | 7 | $4.81K | 0.00% | −1−12.5% | Reduced |
| Mascoma Wealth Management LLC | 7 | $4.81K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7 | $4.81K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 7 | $4.81K | 0.00% | 00.0% | Unchanged |
| City State Bank | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 8 | $5.03K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 8 | $5.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $5.50K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 8 | $5.50K | 0.00% | +8 | New |
| Riggs Asset Managment Co. Inc. | 8 | $5.50K | 0.00% | +2+33.3% | Added |
| Penserra Capital Management LLC | 9 | $6.00K | 0.00% | −395−97.8% | Reduced |
| LGT Financial Advisors LLC | 9 | $6.18K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $6.18K | 0.00% | +9 | New |
| Pacific Capital Wealth Advisors, Inc | 9 | $6.18K | 0.00% | +9 | New |
| Grove Bank & Trust | 10 | $6.87K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 10 | $6.87K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $6.87K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 10 | $6.87K | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 11 | $7.60K | 0.00% | +3+37.5% | Added |
| TCTC Holdings, LLC | 12 | $8.24K | 0.00% | +12 | New |
| Red Tortoise LLC | 13 | $8.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $8.93K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 13 | $8.93K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $8.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 14 | $9.00K | 0.00% | −13−48.1% | Reduced |
| Avion Wealth | 12 | $9.00K | 0.00% | +2+20.0% | Added |
| Sofos Investments, Inc. | 14 | $9.37K | 0.00% | +14 | Added |
| Security National Bank | 15 | $10.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 15 | $10.3K | 0.00% | +15 | New |
| Bangor Savings Bank | 15 | $10.3K | 0.00% | +15 | New |
| Evermay Wealth Management LLC | 15 | $10.3K | 0.00% | −6−28.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 16 | $11.0K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 16 | $11.0K | 0.01% | +3+23.1% | Added |
| FWL Investment Management, LLC | 17 | $11.7K | 0.01% | −120−87.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 17 | $12.0K | 0.01% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $12.4K | 0.00% | −2−10.0% | Reduced |
| Quarry LP | 18 | $12.4K | 0.01% | +18 | New |
| IAG Wealth Partners, LLC | 19 | $13.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 20 | $13.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 20 | $13.8K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $14.4K | 0.01% | +1+5.0% | Added |
| Hollencrest Capital Management | 21 | $14.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 21 | $14.4K | 0.01% | +21 | New |
| Sachetta, LLC | 26 | $15.7K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 23 | $15.8K | 0.00% | −26−53.1% | Reduced |
| Hanson & Doremus Investment Management | 23 | $16.0K | 0.00% | +6+35.3% | Added |
| Crewe Advisors LLC | 24 | $16.5K | 0.00% | +24 | New |
| TFC Financial Management | 24 | $16.5K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 25 | $17.3K | 0.00% | +25 | New |
| Aspect Partners, LLC | 27 | $18.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $19.0K | 0.00% | −5−15.2% | Reduced |
| Mechanics Financial Corp | 28 | $19.2K | 0.01% | +8+40.0% | Added |
| REAP Financial Group, LLC | 31 | $21.0K | 0.01% | +3+10.7% | Added |
| Versant Capital Management, Inc | 31 | $21.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $23.0K | 0.00% | +1+3.0% | Added |
| Trust Co of Vermont | 34 | $23.4K | 0.00% | +3+9.7% | Added |
| Credential Qtrade Securities Inc. | 39 | $26.8K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 35 | $27.3K | 0.00% | −5−12.5% | Reduced |
| United Community Bank | 40 | $27.5K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 40 | $27.5K | 0.01% | +25+166.7% | Added |
| DT Investment Partners, LLC | 41 | $28.2K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 42 | $28.9K | 0.01% | −1−2.3% | Reduced |
| Pathway Financial Advisers, LLC | 42 | $29.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 43 | $29.5K | 0.00% | +1+2.4% | Added |
| Rise Advisors, LLC | 43 | $29.6K | 0.02% | +43 | New |
| Larson Financial Group LLC | 44 | $30.2K | 0.00% | −96−68.6% | Reduced |
| Washington Trust Co | 45 | $30.9K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 45 | $31.0K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 50 | $31.8K | 0.00% | −3−5.7% | Reduced |
| Institutional & Family Asset Management, LLC | 49 | $33.7K | 0.01% | −2−3.9% | Reduced |