| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Comerica Bank | 531,397 | $24 | 0.00% | +531,397 | New |
| Delos Wealth Advisors, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $99 | 0.00% | +1 | New |
| TFC Financial Management | 5 | $493 | 0.00% | +5 | New |
| ORG Partners LLC | 6 | $614 | 0.00% | +6 | New |
| BerganKDV Wealth Management, LLC | 7 | $690 | 0.00% | −29−80.6% | Reduced |
| JJJ Advisors Inc. | 8 | $789 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 10 | $985 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Retirement Group, LLC | 13 | $1.28K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $1.58K | 0.00% | −3−15.8% | Reduced |
| Carmel Capital Partners, LLC | 16 | $1.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $1.58K | 0.00% | +16 | New |
| Rosenberg Matthew Hamilton | 17 | $1.68K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.77K | 0.00% | +4+28.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.99K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 21 | $2.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $2.86K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 30 | $2.96K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $3.25K | 0.00% | +5+17.9% | Added |
| Tradition Wealth Management, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 49 | $4.83K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $4.93K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 50 | $4.93K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 51 | $4.98K | 0.00% | 00.0% | Unchanged |
| Motco | 51 | $5.03K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 54 | $5.34K | 0.00% | +13+31.7% | Added |
| Centennial Bank | 56 | $5.52K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 57 | $5.62K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 60 | $5.91K | 0.00% | −31−34.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 61 | $6.00K | 0.00% | −67−52.3% | Reduced |
| Cutler Group LP | 68 | $6.00K | 0.00% | −5−6.8% | Reduced |
| GW&K Investment Management, LLC | 58 | $6.00K | 0.00% | +56+2,800.0% | Added |
| JFS Wealth Advisors, LLC | 63 | $6.21K | 0.00% | +36+133.3% | Added |
| Stone House Investment Management, LLC | 67 | $6.57K | 0.00% | +1+1.5% | Added |
| Eagle Bay Advisors LLC | 70 | $6.86K | 0.00% | −7−9.1% | Reduced |
| Versant Capital Management, Inc | 70 | $6.90K | 0.00% | +16+29.6% | Added |
| Bell Investment Advisors, Inc | 70 | $6.90K | 0.00% | +2+2.9% | Added |
| Bogart Wealth, LLC | 73 | $7.19K | 0.00% | 00.0% | Unchanged |
| American National Bank | 77 | $7.59K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 78 | $7.68K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 78 | $7.68K | 0.00% | +27+52.9% | Added |
| Cornerstone Planning Group LLC | 80 | $7.88K | 0.00% | +80 | New |
| Newbridge Financial Services Group, Inc. | 84 | $8.23K | 0.00% | +1+1.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 88 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 93 | $9.16K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 93 | $9.16K | 0.00% | +93 | New |
| Zions Bancorporation, N.A. | 97 | $9.56K | 0.00% | −14−12.6% | Reduced |
| Assetmark, Inc | 99 | $9.75K | 0.00% | −10,386−99.1% | Reduced |
| Baldwin Brothers Inc | 100 | $9.85K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $9.85K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $9.85K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $9.85K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 100 | $9.85K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 102 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 107 | $10.6K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 108 | $10.6K | 3.44% | +108 | New |
| Core Alternative Capital | 111 | $10.9K | 0.00% | +1+0.9% | Added |
| Farther Finance Advisors, LLC | 118 | $11.6K | 0.00% | +20+20.4% | Added |
| Beacon Capital Management, LLC | 121 | $11.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 124 | $12.2K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 136 | $13.4K | 0.01% | +136 | New |
| North Star Investment Management Corp. | 147 | $14.5K | 0.00% | +1+0.7% | Added |
| FinTrust Capital Advisors, LLC | 150 | $14.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 149 | $15.3K | 0.01% | −4−2.6% | Reduced |
| BDO Wealth Advisors, LLC | 158 | $15.5K | 0.00% | +41+35.0% | Added |
| Covestor Ltd | 161 | $16.0K | 0.01% | −1−0.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 160 | $16.0K | 0.00% | +160 | New |
| Tyler-Stone Wealth Management | 171 | $17.0K | 0.01% | +171 | New |
| Capital Advisors, Ltd. LLC | 182 | $18.0K | 0.00% | −1−0.5% | Reduced |
| Farmers & Merchants Investments Inc | 192 | $18.9K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 196 | $19.0K | 0.00% | +196 | New |
| First Financial Corp | 194 | $19.1K | 0.01% | +25+14.8% | Added |
| MCF Advisors LLC | 200 | $19.7K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 200 | $19.7K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 224 | $22.1K | 0.02% | −30−11.8% | Reduced |
| Parkside Financial Bank & Trust | 229 | $22.6K | 0.01% | +12+5.5% | Added |
| Glassman Wealth Services | 239 | $23.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 240 | $23.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 243 | $23.9K | 0.00% | −600−71.2% | Reduced |
| Glen Eagle Advisors, LLC | 243 | $23.9K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $24.6K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 252 | $24.8K | 0.00% | −197−43.9% | Reduced |
| Laurel Wealth Advisors LLC | 277 | $27.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 282 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 290 | $28.6K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 301 | $29.7K | 0.00% | −37−10.9% | Reduced |
| Creative Financial Designs Inc | 322 | $31.7K | 0.00% | +32+11.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $32.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 333 | $33.0K | 0.02% | +1+0.3% | Added |
| Central Trust Co | 340 | $33.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 341 | $33.6K | 0.00% | +82+31.7% | Added |
| Clear Street Markets LLC | 342 | $34.0K | 0.01% | −175−33.8% | Reduced |
| Front Row Advisors LLC | 345 | $34.0K | 0.02% | +46+15.4% | Added |
| Strengthening Families & Communities, LLC | 345 | $34.0K | 0.01% | +345 | New |