| Raleigh Capital Management Inc. | 0 | $69 | 0.00% | 0 | Unchanged |
| MV Capital Management, Inc. | 1 | $203 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $203 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 2 | $405 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $405 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 2 | $405 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $408 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $439 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $560 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $608 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $608 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $612 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 4 | $810 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4 | $810 | 0.00% | +1+33.3% | Added |
| CVA Family Office, LLC | 4 | $810 | 0.00% | +4 | New |
| Ares Financial Consulting, LLC | 4 | $810 | 0.00% | +4 | New |
| Silver Grove Financial Group, Inc. | 4 | $810 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $811 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 5 | $1.01K | 0.00% | +5 | New |
| Silicon Valley Capital Partners | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 6 | $1.22K | 0.00% | +5+500.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 7 | $1.37K | 0.00% | +7 | New |
| Sunrise Financial Services, LLC | 7 | $1.42K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 9 | $1.82K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $2.23K | 0.00% | +4+57.1% | Added |
| Zions Bancorporation, National Association | 11 | $2.23K | 0.00% | +11 | New |
| PlanVest Financial, Inc | 12 | $2.43K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 13 | $2.67K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 14 | $2.83K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 14 | $2.83K | 0.00% | +1+7.7% | Added |
| Albion Financial Group | 16 | $3.24K | 0.00% | −6−27.3% | Reduced |
| Marquette Asset Management, LLC | 16 | $3.24K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 17 | $3.44K | 0.00% | +1+6.3% | Added |
| Bruce G. Allen Investments, LLC | 18 | $3.65K | 0.00% | −21−53.8% | Reduced |
| Quent Capital, LLC | 19 | $3.85K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $3.85K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 19 | $3.85K | 0.00% | +10+111.1% | Added |
| JDM Financial Group LLC | 20 | $4.05K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 23 | $4.66K | 0.00% | −296−92.8% | Reduced |
| Bare Financial Services, Inc | 24 | $4.86K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 26 | $5.26K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 26 | $5.27K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 27 | $5.47K | 0.00% | +3+12.5% | Added |
| BOK Financial Private Wealth, Inc. | 30 | $6.12K | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 30 | $6.42K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 34 | $6.89K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 41 | $8.30K | 0.00% | +41 | New |
| Allied Private Wealth LLC | 41 | $8.61K | 0.01% | +41 | New |
| Farmers & Merchants Investments Inc | 47 | $9.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $10.9K | 0.00% | +2+3.8% | Added |
| WPG Advisers, LLC | 56 | $11.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 57 | $11.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 57 | $11.5K | 0.00% | +57 | New |
| Geneos Wealth Management Inc. | 64 | $13.0K | 0.00% | −38−37.3% | Reduced |
| MTM Investment Management, LLC | 65 | $13.2K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 69 | $14.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 73 | $15.7K | 0.00% | −7−8.8% | Reduced |
| Dogwood Wealth Management LLC | 83 | $16.8K | 0.01% | +31+59.6% | Added |
| Acumen Wealth Advisors, LLC | 83 | $16.9K | 0.00% | +12+16.9% | Added |
| Private Trust Co NA | 89 | $18.0K | 0.00% | +89 | New |
| Atlantic Trust, LLC | 92 | $18.6K | 0.00% | +92 | New |
| IAG Wealth Partners, LLC | 95 | $19.2K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 96 | $19.4K | 0.01% | +1+1.1% | Added |
| Essential Partners LLC | 98 | $19.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 94 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 106 | $21.5K | 0.00% | −8−7.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 106 | $21.5K | 0.00% | +42+65.6% | Added |
| V-Square Quantitative Management LLC | 123 | $24.9K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 136 | $25.2K | 0.02% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 160 | $32.4K | 0.00% | +80+100.0% | Added |
| Harvest Fund Management Co., Ltd | 162 | $33.0K | 0.00% | −614−79.1% | Reduced |
| Central Trust Co | 168 | $34.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 174 | $35.2K | 0.00% | −4−2.2% | Reduced |
| Prosperity Bancshares Inc | 177 | $35.8K | 0.02% | +177 | New |
| Loomis Sayles & Co L P | 186 | $37.7K | 0.00% | +186 | New |
| Glen Eagle Advisors, LLC | 187 | $37.9K | 0.00% | −25−11.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 200 | $40.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 199 | $41.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 209 | $42.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 216 | $43.7K | 0.01% | +28+14.9% | Added |
| Spire Wealth Management | 219 | $44.4K | 0.00% | −7−3.1% | Reduced |
| Elevated Capital Advisors, LLC | 238 | $48.2K | 0.01% | −84−26.1% | Reduced |
| Avalon Trust Co | 249 | $50.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 249 | $50.5K | 0.00% | +2+0.8% | Added |
| Canton Hathaway, LLC | 250 | $50.6K | 0.01% | 00.0% | Unchanged |
| Motco | 250 | $50.6K | 0.00% | +250 | New |
| Delta Asset Management LLC | 250 | $50.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 298 | $60.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 300 | $60.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 303 | $61.4K | 0.01% | +35+13.1% | Added |
| Capital Analysts, LLC | 335 | $68.0K | 0.00% | −63−15.8% | Reduced |
| Rosenberg Matthew Hamilton | 345 | $69.9K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 374 | $75.7K | 0.00% | +151+67.7% | Added |
| Bessemer Group Inc | 400 | $82.0K | 0.00% | 00.0% | Unchanged |