| ZRC Wealth Management, LLC | 0 | $24 | 0.00% | 0 | Unchanged |
| M&R Capital Management Inc | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $103 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $103 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $103 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $207 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $219 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 3 | $309 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3 | $309 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 3 | $326 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $381 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $516 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6 | $618 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $619 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 7 | $721 | 0.00% | −3−30.0% | Reduced |
| North Star Investment Management Corp. | 7 | $721 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 8 | $825 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $928 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | −5−38.5% | Reduced |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | +5 | New |
| Highlander Capital Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Gordian Capital Singapore Pte Ltd | 11 | $1.13K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $1.13K | 0.00% | +11 | New |
| Optimum Investment Advisors | 12 | $1.24K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 12 | $1.24K | 0.00% | +5+71.4% | Added |
| Level Financial Advisors, Inc. | 15 | $1.55K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $1.55K | 0.00% | −10−40.0% | Reduced |
| Investors Research Corp | 17 | $1.75K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 17 | $1.75K | 0.00% | +17 | New |
| Trifecta Capital Advisors, LLC | 18 | $1.86K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $2.06K | 0.00% | +6+42.9% | Added |
| Central Trust Co | 20 | $2.06K | 0.00% | +20 | New |
| Colonial Trust Co | 23 | $2.43K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 24 | $2.47K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $2.47K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 25 | $2.58K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 25 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $2.78K | 0.00% | +1+3.8% | Added |
| Jones Financial Companies LLLP | 28 | $2.89K | 0.00% | +18+180.0% | Added |
| Coston, McIsaac & Partners | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 29 | $3.02K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 31 | $3.19K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $3.19K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 32 | $3.30K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 33 | $3.40K | 0.00% | +3+10.0% | Added |
| Flaharty Asset Management, LLC | 37 | $3.81K | 0.00% | +37 | New |
| Gradient Investments LLC | 38 | $3.92K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 41 | $4.23K | 0.00% | +41 | New |
| Venturi Wealth Management, LLC | 41 | $4.23K | 0.00% | +18+78.3% | Added |
| Washington Trust Advisors, Inc. | 41 | $4.27K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $4.54K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $4.64K | 0.00% | +13+40.6% | Added |
| Harvest Fund Management Co., Ltd | 50 | $5.00K | 0.00% | −462−90.2% | Reduced |
| Smithfield Trust Co | 45 | $5.00K | 0.00% | +6+15.4% | Added |
| Concord Wealth Partners | 50 | $5.15K | 0.00% | −50−50.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 50 | $5.15K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 50 | $5.15K | 0.00% | +50 | New |
| Earnest Partners LLC | 53 | $5.46K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $5.57K | 0.00% | +20+58.8% | Added |
| Armstrong Advisory Group, Inc | 55 | $5.67K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 58 | $5.98K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 56 | $6.00K | 0.00% | −23−29.1% | Reduced |
| Steward Financial Group LLC | 65 | $6.00K | 0.00% | +65 | New |
| Princeton Global Asset Management LLC | 64 | $6.60K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 64 | $6.60K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 68 | $7.00K | 0.00% | +4+6.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 70 | $7.21K | 0.00% | +70 | New |
| Operose Advisors LLC | 72 | $7.42K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 73 | $7.52K | 0.00% | −37−33.6% | Reduced |
| MV Capital Management, Inc. | 73 | $7.53K | 0.00% | +5+7.4% | Added |
| Westside Investment Management, Inc. | 75 | $7.73K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $7.73K | 0.00% | +75 | New |
| Ancora Advisors, LLC | 77 | $7.94K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 78 | $8.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 80 | $8.25K | 0.00% | −90−52.9% | Reduced |
| 1832 Asset Management L.P. | 81 | $8.35K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 87 | $8.97K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 89 | $9.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 91 | $9.38K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 93 | $9.59K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 96 | $9.89K | 0.00% | +96 | New |
| Tyler-Stone Wealth Management | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 101 | $10.4K | 0.00% | −8−7.3% | Reduced |
| Baystate Wealth Management LLC | 107 | $11.1K | 0.00% | +40+59.7% | Added |
| Raffa Wealth Management, LLC | 108 | $11.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 109 | $11.2K | 0.00% | +19+21.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 112 | $11.5K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 116 | $12.0K | 0.01% | +116 | New |
| Logan Capital Management Inc | 123 | $12.7K | 0.00% | −5,090−97.6% | Reduced |
| Costello Asset Management, INC | 125 | $12.9K | 0.01% | −50−28.6% | Reduced |
| Riverview Trust Co | 130 | $13.4K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 137 | $14.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 142 | $14.6K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 150 | $15.5K | 0.01% | 00.0% | Unchanged |