| Benjamin F. Edwards & Company, Inc. | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 3 | $68 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $124 | 0.00% | +7 | New |
| Bokf, NA | 8 | $182 | 0.00% | −87−91.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 10 | $228 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 11 | $242 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $251 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $251 | 0.00% | +11 | New |
| Trust Co of Vermont | 13 | $297 | 0.00% | −987−98.7% | Reduced |
| Delos Wealth Advisors, LLC | 14 | $320 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $320 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $342 | 0.00% | +15 | New |
| Versant Capital Management, Inc | 21 | $479 | 0.00% | +21 | New |
| Assetmark, Inc | 22 | $502 | 0.00% | +20+1,000.0% | Added |
| PSI Advisors, LLC | 23 | $525 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $548 | 0.00% | +24 | New |
| Bruce G. Allen Investments, LLC | 32 | $730 | 0.00% | +32 | New |
| Strategic Investment Solutions, Inc. | 32 | $739 | 0.00% | +32 | New |
| Dunhill Financial, LLC | 41 | $930 | 0.00% | +41 | New |
| HighMark Wealth Management LLC | 42 | $957 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 55 | $972 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 56 | $990 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $1.00K | 0.00% | −1,990−96.3% | Reduced |
| Close Asset Management Ltd | 50 | $1.00K | 0.00% | −14−21.9% | Reduced |
| Ronald Blue Trust, Inc. | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 36 | $1.00K | 0.00% | +26+260.0% | Added |
| Financial Management Professionals, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 46 | $1.05K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 47 | $1.07K | 0.00% | +47 | New |
| DiNuzzo Private Wealth, Inc. | 51 | $1.16K | 0.00% | +51 | New |
| Focused Wealth Management, Inc | 53 | $1.22K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 57 | $1.30K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 60 | $1.37K | 0.00% | +60 | New |
| Raleigh Capital Management Inc. | 65 | $1.48K | 0.00% | +30+85.7% | Added |
| TD Capital Management LLC | 74 | $1.69K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 81 | $1.85K | 0.00% | +21+35.0% | Added |
| City State Bank | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 90 | $2.04K | 0.00% | +90 | New |
| Clean Yield Group | 100 | $2.28K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $2.28K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 106 | $2.54K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 121 | $2.76K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 127 | $2.90K | 0.00% | +1+0.8% | Added |
| FSA Wealth Management LLC | 150 | $3.00K | 0.00% | +150 | New |
| IFP Advisors, Inc | 137 | $3.13K | 0.00% | +18+15.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 143 | $3.26K | 0.00% | +143 | New |
| Oakworth Capital, Inc. | 145 | $3.31K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 149 | $3.40K | 0.00% | −4−2.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 159 | $3.62K | 0.00% | +1+0.6% | Added |
| Bell Investment Advisors, Inc | 165 | $3.77K | 0.00% | −65−28.3% | Reduced |
| Sachetta, LLC | 170 | $3.88K | 0.00% | +170 | New |
| Washington Trust Co | 201 | $4.59K | 0.00% | −514−71.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 204 | $4.65K | 0.00% | +204 | New |
| Private Trust Co NA | 213 | $4.86K | 0.00% | −169−44.2% | Reduced |
| C M Bidwell & Associates Ltd | 223 | $5.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 231 | $5.27K | 0.00% | +231 | New |
| Legend Financial Advisors, Inc. | 250 | $5.71K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 252 | $5.75K | 0.00% | −26−9.4% | Reduced |
| Principal Securities, Inc. | 274 | $6.25K | 0.00% | +274 | New |
| EverSource Wealth Advisors, LLC | 277 | $6.32K | 0.00% | −82−22.8% | Reduced |
| NewSquare Capital LLC | 290 | $6.62K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 300 | $6.85K | 0.00% | −353−54.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $6.89K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 312 | $7.12K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 318 | $7.25K | 0.00% | +39+14.0% | Added |
| Geneos Wealth Management Inc. | 321 | $7.33K | 0.00% | +21+7.0% | Added |
| Parkside Financial Bank & Trust | 345 | $7.87K | 0.00% | +211+157.5% | Added |
| Zions Bancorporation, N.A. | 348 | $7.94K | 0.00% | +249+251.5% | Added |
| Umb Bank N A | 365 | $8.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $8.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 404 | $9.00K | 0.00% | +135+50.2% | Added |
| Rocky Mountain Advisers, LLC | 400 | $9.13K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 401 | $9.16K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 442 | $10.0K | 0.00% | −3,534−88.9% | Reduced |
| Scarborough Advisors, LLC | 442 | $10.1K | 0.00% | +442 | New |
| Colonial Trust Advisors | 500 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 541 | $12.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 528 | $12.0K | 0.00% | −185−25.9% | Reduced |
| Institutional & Family Asset Management, LLC | 564 | $12.9K | 0.00% | +22+4.1% | Added |
| Lindbrook Capital, LLC | 566 | $12.9K | 0.00% | −484−46.1% | Reduced |
| Coppell Advisory Solutions LLC | 577 | $13.2K | 0.00% | −742−56.3% | Reduced |
| Prestige Wealth Management Group LLC | 597 | $13.6K | 0.00% | −160−21.1% | Reduced |
| Massmutual Trust Co FSB | 645 | $14.7K | 0.00% | +103+19.0% | Added |
| Wetzel Investment Advisors, Inc. | 644 | $15.0K | 0.01% | +644 | New |
| TD Private Client Wealth LLC | 736 | $16.8K | 0.00% | +553+302.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 764 | $17.0K | 0.00% | −550−41.9% | Reduced |
| Silicon Valley Capital Partners | 774 | $17.7K | 0.00% | +4+0.5% | Added |
| McIlrath & Eck, LLC | 779 | $17.8K | 0.00% | +779 | New |
| Advantage Trust Co | 812 | $18.5K | 0.01% | +812 | New |
| Kelly Financial Services LLC | 851 | $19.4K | 0.01% | +5+0.6% | Added |
| Desjardins Global Asset Management Inc. | 931 | $21.2K | 0.00% | +11+1.2% | Added |
| Truvestments Capital LLC | 933 | $21.3K | 0.01% | +5+0.5% | Added |
| Caldwell Trust Co | 951 | $21.7K | 0.00% | −973−50.6% | Reduced |
| Quadrant Capital Group LLC | 1,044 | $23.8K | 0.00% | −164−13.6% | Reduced |
| Whittier Trust Co | 1,105 | $25.2K | 0.00% | −610−35.6% | Reduced |
| Spire Wealth Management | 1,074 | $25.2K | 0.00% | +1,011+1,604.8% | Added |
| ORG Partners LLC | 1,130 | $25.8K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,135 | $25.9K | 0.00% | +59+5.5% | Added |
| Larson Financial Group LLC | 1,221 | $27.9K | 0.00% | 00.0% | Unchanged |
