| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| Northwest Capital Management Inc | 0 | $36 | 0.00% | 0 | Unchanged |
| Motco | 1 | $152 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $152 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $304 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3 | $456 | 0.00% | +3 | New |
| JJJ Advisors Inc. | 4 | $608 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 5 | $760 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $1.06K | 0.00% | −2−22.2% | Reduced |
| Tfo-TDC, LLC | 7 | $1.06K | 0.00% | −8−53.3% | Reduced |
| True Wealth Design, LLC | 9 | $1.37K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $1.37K | 0.00% | +9 | New |
| Pineridge Advisors LLC | 9 | $1.37K | 0.00% | +9 | New |
| Logan Capital Management Inc | 10 | $1.52K | 0.00% | −10−50.0% | Reduced |
| Winthrop Capital Management, LLC | 10 | $1.52K | 0.00% | +10 | New |
| Ancora Advisors, LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 13 | $1.86K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 13 | $1.98K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $1.98K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $1.99K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $2.28K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $2.45K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17 | $2.58K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 17 | $2.58K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $2.90K | 0.00% | +19 | New |
| Avion Wealth | 22 | $3.00K | 0.00% | −6−21.4% | Reduced |
| Long Island Wealth Management, Inc. | 23 | $3.00K | 0.00% | +23 | New |
| Macroview Investment Management LLC | 22 | $3.34K | 0.00% | −87−79.8% | Reduced |
| Eagle Bay Advisors LLC | 23 | $3.50K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $4.27K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $4.56K | 0.00% | −450−93.8% | Reduced |
| New Millennium Group LLC | 30 | $4.56K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 31 | $4.71K | 0.00% | +25+416.7% | Added |
| First PREMIER Bank | 35 | $5.00K | 0.00% | +35 | New |
| USA Financial Portformulas Corp | 34 | $5.17K | 0.00% | −1,336−97.5% | Reduced |
| Rakuten Securities, Inc. | 34 | $5.17K | 0.00% | +34 | New |
| Lee Financial Co | 34 | $5.17K | 0.00% | +34 | New |
| Aspect Partners, LLC | 35 | $5.32K | 0.00% | +35 | New |
| Washington Trust Co | 37 | $5.64K | 0.00% | +37 | New |
| Tradition Wealth Management, LLC | 42 | $6.00K | 0.00% | +42 | New |
| Archer Investment Corp | 40 | $6.08K | 0.00% | +40 | New |
| Trifecta Capital Advisors, LLC | 41 | $6.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 43 | $6.54K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 46 | $6.99K | 0.00% | +46 | New |
| Richardson Financial Services Inc. | 47 | $7.14K | 0.01% | +47 | New |
| DiNuzzo Private Wealth, Inc. | 47 | $7.14K | 0.00% | +47 | New |
| Raleigh Capital Management Inc. | 48 | $7.30K | 0.00% | +47+4,700.0% | Added |
| Prestige Wealth Management Group LLC | 50 | $7.60K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $7.60K | 0.00% | +9+22.0% | Added |
| Valued Wealth Advisors LLC | 71 | $7.63K | 0.01% | +71 | New |
| FWL Investment Management, LLC | 53 | $8.05K | 0.00% | +53 | New |
| Sachetta, LLC | 53 | $8.05K | 0.00% | +53 | New |
| BOK Financial Private Wealth, Inc. | 55 | $8.36K | 0.00% | +55 | New |
| West Paces Advisors Inc. | 60 | $9.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 61 | $9.27K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $9.88K | 0.01% | – | – |
| Armstrong Advisory Group, Inc | 70 | $10.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 74 | $11.0K | 0.00% | −3−3.9% | Reduced |
| Abound Wealth Management | 73 | $11.1K | 0.00% | −17−18.9% | Reduced |
| Gradient Investments LLC | 74 | $11.2K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 75 | $11.4K | 0.00% | +75 | New |
| PFG Private Wealth Management, LLC | 82 | $12.5K | 0.01% | −1,205−93.6% | Reduced |
| SJS Investment Consulting Inc. | 94 | $14.3K | 0.00% | +6+6.8% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $15.2K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 100 | $15.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 101 | $15.3K | 0.01% | −1−1.0% | Reduced |
| BFSG, LLC | 105 | $16.0K | 0.00% | +105 | New |
| Jamison Private Wealth Management, Inc. | 108 | $16.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 109 | $16.6K | 0.00% | +109 | New |
| Nemes Rush Group LLC | 110 | $16.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 112 | $17.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 116 | $17.6K | 0.00% | +102+728.6% | Added |
| Plante Moran Financial Advisors, LLC | 117 | $17.8K | 0.00% | −33−22.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 122 | $19.0K | 0.01% | +122 | New |
| Harbour Investments, Inc. | 130 | $19.8K | 0.00% | +26+25.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 137 | $20.8K | 0.00% | +137 | New |
| Grove Bank & Trust | 142 | $21.6K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 147 | $22.3K | 0.00% | +117+390.0% | Added |
| Pinnacle Holdings, LLC | 150 | $22.8K | 0.01% | +150 | New |
| Tennessee Valley Asset Management Partners | 153 | $23.3K | 0.01% | +153 | New |
| Canton Hathaway, LLC | 155 | $24.0K | 0.01% | +155 | New |
| Rosenberg Matthew Hamilton | 158 | $24.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 160 | $24.3K | 0.01% | +47+41.6% | Added |
| Voisard Asset Management Group, Inc. | 160 | $24.3K | 0.01% | +160 | New |
| Leonteq Securities AG | 169 | $25.7K | 0.00% | −1,366−89.0% | Reduced |
| Red Tortoise LLC | 192 | $29.2K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 193 | $29.3K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 195 | $29.6K | 0.01% | +195 | New |
| Compass Wealth Management LLC | 196 | $29.8K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 210 | $31.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 214 | $32.5K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 216 | $32.8K | 0.00% | +216 | New |
| Ofi Invest Asset Management | 243 | $33.4K | 0.00% | +243 | New |
| Geneos Wealth Management Inc. | 221 | $33.6K | 0.00% | +8+3.8% | Added |
| Bell Investment Advisors, Inc | 227 | $34.5K | 0.01% | +5+2.3% | Added |
| DT Investment Partners, LLC | 242 | $34.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 229 | $34.8K | 0.00% | −8−3.4% | Reduced |
| Coston, McIsaac & Partners | 236 | $35.0K | 0.01% | 00.0% | Unchanged |