| Toronto Dominion Bank | 1 | $14 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 3 | $51 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 7 | $120 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $121 | 0.00% | +7 | New |
| Central Trust Co | 8 | $133 | 0.00% | +8 | New |
| Beaird Harris Wealth Management, LLC | 8 | $137 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $154 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 19 | $325 | 0.00% | +19 | New |
| Bayforest Capital Ltd | 21 | $359 | 0.00% | +21 | New |
| Abound Wealth Management | 21 | $364 | 0.00% | +21 | New |
| Private Wealth Asset Management, LLC | 24 | $410 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 27 | $461 | 0.00% | +5+22.7% | Added |
| HFM Investment Advisors, LLC | 29 | $496 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 30 | $513 | 0.00% | +30 | New |
| UMA Financial Services, Inc. | 31 | $531 | 0.00% | −147−82.6% | Reduced |
| Highline Wealth Partners LLC | 32 | $547 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 37 | $633 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 39 | $667 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 44 | $752 | 0.00% | +44 | New |
| Richardson Financial Services Inc. | 1,473 | $792 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 46 | $799 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 65 | $1.00K | 0.00% | +65 | New |
| Zions Bancorporation, National Association | 60 | $1.03K | 0.00% | +60 | New |
| DiNuzzo Private Wealth, Inc. | 64 | $1.09K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 70 | $1.20K | 0.00% | +18+34.6% | Added |
| Basecamp Wealth Advisors LLC | 75 | $1.28K | 0.00% | +75 | New |
| Salomon & Ludwin, LLC | 77 | $1.34K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 81 | $1.39K | 0.00% | +81 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 82 | $1.40K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 83 | $1.42K | 0.00% | +72+654.5% | Added |
| Principia Wealth Advisory, LLC | 87 | $1.49K | 0.00% | −17−16.3% | Reduced |
| First Horizon Corp | 95 | $1.63K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 99 | $1.69K | 0.00% | +99 | New |
| Rialto Wealth Management, LLC | 109 | $1.86K | 0.00% | +6+5.8% | Added |
| South State Corp. | 115 | $1.97K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 129 | $2.21K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 130 | $2.22K | 0.00% | +1+0.8% | Added |
| J.Safra Asset Management Corp | 133 | $2.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 134 | $2.29K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 146 | $2.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 154 | $2.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 161 | $2.75K | 0.00% | +17+11.8% | Added |
| VSM Wealth Advisory, LLC | 189 | $3.23K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 190 | $3.25K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 237 | $4.05K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 278 | $4.75K | 0.00% | +278 | New |
| Pinnacle Wealth Planning Services, Inc. | 280 | $4.79K | 0.00% | +280 | New |
| Avion Wealth | 314 | $5.00K | 0.00% | −31−9.0% | Reduced |
| Farmers & Merchants Investments Inc | 299 | $5.11K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 375 | $6.41K | 0.00% | +375 | New |
| Godfrey Financial Associates, Inc. | 389 | $6.65K | 0.01% | +389 | New |
| Trust Co of Vermont | 420 | $7.18K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 431 | $7.37K | 0.00% | −564−56.7% | Reduced |
| Colonial Trust Advisors | 470 | $8.04K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 513 | $8.77K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 557 | $9.53K | 0.00% | +112+25.2% | Added |
| Valley National Advisers Inc | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 600 | $10.3K | 0.00% | +300+100.0% | Added |
| MTM Investment Management, LLC | 606 | $10.4K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 618 | $10.6K | 0.00% | +5+0.8% | Added |
| Massmutual Trust Co FSB | 654 | $11.2K | 0.00% | −83−11.3% | Reduced |
| Red Tortoise LLC | 654 | $11.2K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 658 | $11.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 700 | $12.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 703 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 748 | $12.8K | 0.00% | +23+3.2% | Added |
| Harvest Fund Management Co., Ltd | 778 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 808 | $13.8K | 0.00% | −69−7.9% | Reduced |
| SageView Advisory Group, LLC | 815 | $13.9K | 0.00% | +815 | New |
| Larson Financial Group LLC | 885 | $15.1K | 0.00% | −503−36.2% | Reduced |
| Quattro Advisors LLC | 936 | $16.0K | 0.01% | +936 | New |
| Elyxium Wealth, LLC | 1,191 | $20.4K | 0.01% | +1,191 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,217 | $20.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,227 | $21.0K | 0.00% | +211+20.8% | Added |
| First Command Advisory Services, Inc. | 1,249 | $21.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,461 | $22.8K | 0.00% | +1,461 | New |
| Meeder Asset Management Inc | 1,351 | $23.1K | 0.00% | −3−0.2% | Reduced |
| Key Financial Inc | 1,379 | $23.6K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,400 | $23.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,531 | $26.2K | 0.00% | −27,738−94.8% | Reduced |
| Parkside Financial Bank & Trust | 1,802 | $30.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,873 | $32.0K | 0.00% | −8,020−81.1% | Reduced |
| CoreCap Advisors, LLC | 1,998 | $34.2K | 0.00% | +1,998 | New |
| Umb Bank N A | 2,289 | $39.1K | 0.00% | +41+1.8% | Added |
| True Wealth Design, LLC | 2,390 | $40.9K | 0.01% | +84+3.6% | Added |
| SJS Investment Consulting Inc. | 2,417 | $41.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,506 | $42.9K | 0.00% | −69−2.7% | Reduced |
| Huntington National Bank | 2,554 | $43.7K | 0.00% | −8−0.3% | Reduced |
| Fifth Third Bancorp | 2,573 | $44.0K | 0.00% | −22−0.8% | Reduced |
| Covestor Ltd | 2,700 | $46.0K | 0.02% | −618−18.6% | Reduced |
| JNBA Financial Advisors | 3,000 | $51.3K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3,000 | $51.3K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 3,135 | $53.6K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,314 | $57.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 3,343 | $57.2K | 0.00% | +3,343 | New |
| Triumph Capital Management | 3,402 | $58.2K | 0.01% | +3,402 | New |
| Harbor Investment Advisory, LLC | 3,458 | $59.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,602 | $61.6K | 0.00% | +1,369+61.3% | Added |
| Essential Partners LLC | 4,071 | $69.6K | 0.02% | +3,661+892.9% | Added |
| Nomura Asset Management Co Ltd | 4,600 | $78.7K | 0.00% | 00.0% | Unchanged |