| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Country Trust Bank | 1 | $180 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $180 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 1 | $180 | 0.00% | +1 | New |
| Planning Capital Management Corp | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $181 | 0.00% | +1 | New |
| Colonial Trust Co | 2 | $354 | 0.00% | +2 | New |
| Hoey Investments, Inc | 3 | $467 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $541 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4 | $721 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $721 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 4 | $721 | 0.00% | +4 | New |
| JDM Financial Group LLC | 4 | $721 | 0.00% | +4 | New |
| Pacific Center for Financial Services | 5 | $901 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 6 | $1.08K | 0.00% | +6 | New |
| Voisard Asset Management Group, Inc. | 6 | $1.08K | 0.00% | +6 | New |
| Bokf, NA | 7 | $1.23K | 0.00% | +1+16.7% | Added |
| Aspect Partners, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 8 | $1.44K | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 8 | $1.44K | 0.00% | +8 | New |
| Strengthening Families & Communities, LLC | 9 | $1.62K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $1.82K | 0.00% | +2+22.2% | Added |
| TFC Financial Management | 11 | $1.98K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12 | $2.00K | 0.00% | −54−81.8% | Reduced |
| Hexagon Capital Partners LLC | 12 | $2.16K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $2.16K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13 | $2.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $2.52K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $2.70K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 17 | $3.06K | 0.00% | −16−48.5% | Reduced |
| Oakworth Capital, Inc. | 17 | $3.06K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 17 | $3.06K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $3.24K | 0.00% | −8−30.8% | Reduced |
| Raffa Wealth Management, LLC | 18 | $3.24K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $3.42K | 0.00% | −1−5.0% | Reduced |
| Investors Research Corp | 19 | $3.42K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 21 | $3.78K | 0.00% | +21 | New |
| Indiana Trust & Investment Management CO | 22 | $3.96K | 0.00% | +22 | New |
| Legacy Investment Solutions, LLC | 25 | $4.10K | 0.00% | +25 | New |
| Legacy Wealth Managment, LLC | 25 | $4.10K | 0.00% | +25 | New |
| Grove Bank & Trust | 23 | $4.14K | 0.00% | +23 | New |
| Eagle Bay Advisors LLC | 23 | $4.17K | 0.00% | −4−14.8% | Reduced |
| Gold Investment Management Ltd. | 24 | $4.33K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $4.47K | 0.00% | +14+127.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 25 | $4.50K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 25 | $4.50K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 26 | $4.63K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 26 | $4.68K | 0.00% | +26 | New |
| Wolff Wiese Magana LLC | 27 | $4.87K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $5.04K | 0.00% | +1+3.7% | Added |
| Bogart Wealth, LLC | 30 | $5.41K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 31 | $5.59K | 0.00% | +2+6.9% | Added |
| Abound Wealth Management | 32 | $5.77K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 32 | $5.85K | 0.00% | +32 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $6.31K | 0.00% | +9+34.6% | Added |
| Jamison Private Wealth Management, Inc. | 35 | $6.31K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 35 | $6.31K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 37 | $6.67K | 0.00% | −32−46.4% | Reduced |
| Avion Wealth | 40 | $7.00K | 0.00% | +3+8.1% | Added |
| Salomon & Ludwin, LLC | 39 | $7.03K | 0.00% | −2−4.9% | Reduced |
| Red Tortoise LLC | 39 | $7.03K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 41 | $7.39K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 44 | $8.00K | 0.00% | +6+15.8% | Added |
| Evolution Advisers, Inc. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 50 | $9.01K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 51 | $9.18K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 51 | $9.19K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 53 | $9.55K | 0.00% | +53 | New |
| Gould Capital, LLC | 55 | $9.91K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $9.91K | 0.00% | −4−6.8% | Reduced |
| LRI Investments, LLC | 64 | $10.5K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 59 | $10.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 61 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 60 | $10.8K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,018,884 | $11.2K | 0.01% | +2,007,626+17,832.9% | Added |
| Naples Money Management LLC | 62 | $11.3K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 64 | $11.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 65 | $11.7K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 65 | $11.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 67 | $12.1K | 0.00% | −23−25.6% | Reduced |
| TSFG, LLC | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 80 | $14.4K | 0.00% | +70+700.0% | Added |
| Pittenger & Anderson Inc | 80 | $14.4K | 0.00% | +80 | New |
| Raleigh Capital Management Inc. | 81 | $14.6K | 0.01% | +9+12.5% | Added |
| Harbour Investments, Inc. | 88 | $15.9K | 0.00% | −21−19.3% | Reduced |
| Missouri Trust & Investment Co | 90 | $16.2K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 92 | $16.6K | 0.00% | +33+55.9% | Added |
| Private Trust Co NA | 92 | $16.6K | 0.00% | +38+70.4% | Added |
| MV Capital Management, Inc. | 92 | $16.6K | 0.00% | +1+1.1% | Added |
| Zions Bancorporation, N.A. | 98 | $17.7K | 0.00% | −34−25.8% | Reduced |
| LGT Financial Advisors LLC | 99 | $17.8K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $18.0K | 0.00% | −1−1.0% | Reduced |
| Heritage Wealth Advisors | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 111 | $20.0K | 0.00% | −597−84.3% | Reduced |
| GW&K Investment Management, LLC | 113 | $20.0K | 0.00% | +12+11.9% | Added |
| Wiser Advisor Group LLC | 113 | $20.4K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 114 | $20.5K | 0.00% | +5+4.6% | Added |
| Meeder Asset Management Inc | 115 | $20.7K | 0.00% | +5+4.5% | Added |
| Sunbelt Securities, Inc. | 118 | $21.2K | 0.00% | −499−80.9% | Reduced |