| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | New |
| Motco | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $145 | 0.00% | +1 | New |
| Provence Wealth Management Group | 3 | $432 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $433 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 3 | $434 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 4 | $577 | 0.00% | +4 | New |
| JJJ Advisors Inc. | 4 | $577 | 0.00% | +4 | New |
| Aspect Partners, LLC | 4 | $577 | 0.00% | +4 | New |
| West Paces Advisors Inc. | 4 | $577 | 0.00% | +4 | New |
| Perkins Coie Trust Co | 5 | $720 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $721 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $865 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6 | $868 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 7 | $1.01K | 0.00% | −405−98.3% | Reduced |
| Pineridge Advisors LLC | 7 | $1.01K | 0.00% | +7 | New |
| Sandy Spring Bank | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $1.30K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $1.30K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 9 | $1.30K | 0.00% | +9 | New |
| Cherry Tree Wealth Management, LLC | 9 | $1.30K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10 | $1.44K | 0.00% | +10 | New |
| ORG Partners LLC | 10 | $1.44K | 0.00% | −48−82.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $1.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.73K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $1.73K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $1.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $2.00K | 0.00% | +1+9.1% | Added |
| MCF Advisors LLC | 14 | $2.02K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $2.16K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $2.16K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 16 | $2.31K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 16 | $2.31K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $2.31K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 17 | $2.44K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 17 | $2.45K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 18 | $2.58K | 0.00% | +18 | New |
| Sanctuary Wealth Management, L.L.C. | 20 | $2.88K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $2.88K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 18 | $3.00K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $3.46K | 0.00% | +24 | New |
| Byrne Asset Management LLC | 25 | $3.71K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $4.13K | 0.00% | +27 | New |
| Raleigh Capital Management Inc. | 29 | $4.17K | 0.00% | +17+141.7% | Added |
| Independence Bank of Kentucky | 29 | $4.18K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 29 | $4.18K | 0.00% | +29 | New |
| Plato Investment Management Ltd | 31 | $4.47K | 0.01% | +31 | New |
| Assetmark, Inc | 33 | $4.76K | 0.00% | +20+153.8% | Added |
| Capital Advisors, Ltd. LLC | 34 | $5.00K | 0.00% | +4+13.3% | Added |
| Valley National Advisers Inc | 40 | $5.00K | 0.00% | +15+60.0% | Added |
| Long Island Wealth Management, Inc. | 34 | $5.00K | 0.00% | +34 | New |
| Tennessee Valley Asset Management Partners | 35 | $5.05K | 0.00% | +35 | New |
| Bell Investment Advisors, Inc | 37 | $5.33K | 0.00% | −3−7.5% | Reduced |
| Colonial Trust Co | 37 | $5.38K | 0.00% | −4−9.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 39 | $5.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 39 | $5.67K | 0.00% | −3−7.1% | Reduced |
| GHP Investment Advisors, Inc. | 46 | $6.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $6.92K | 0.00% | −2−4.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 48 | $6.92K | 0.00% | +48 | New |
| Asset Dedication, LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 52 | $7.00K | 0.00% | +52 | New |
| Thompson Investment Management, Inc. | 50 | $7.21K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 50 | $7.21K | 0.00% | +44+733.3% | Added |
| Macroview Investment Management LLC | 50 | $7.21K | 0.01% | +50 | New |
| Fortitude Family Office, LLC | 53 | $7.64K | 0.01% | +53 | New |
| HHM Wealth Advisors, LLC | 56 | $8.07K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 57 | $8.22K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 58 | $8.36K | 0.00% | −552−90.5% | Reduced |
| Proequities, Inc. | 60 | $8.65K | 0.00% | +1+1.7% | Added |
| NBC Securities, Inc. | 69 | $9.00K | 0.00% | −105−60.3% | Reduced |
| Salomon & Ludwin, LLC | 59 | $9.03K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 63 | $9.08K | 0.01% | +63 | New |
| Frank, Rimerman Advisors LLC | 66 | $9.52K | 0.00% | +66 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 67 | $10.0K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 70 | $10.1K | 0.00% | +70 | New |
| Creative Financial Designs Inc | 74 | $10.7K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 75 | $10.8K | 0.00% | +3+4.2% | Added |
| Tyler-Stone Wealth Management | 82 | $11.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 88 | $13.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 91 | $13.1K | 0.00% | −47−34.1% | Reduced |
| Private Wealth Management Group, LLC | 94 | $13.6K | 0.01% | +94 | New |
| JCIC Asset Management Inc. | 100 | $14.4K | 0.01% | −70−41.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 107 | $15.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 110 | $15.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 114 | $16.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 116 | $16.7K | 0.00% | +116 | New |
| Bogart Wealth, LLC | 118 | $17.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 118 | $17.0K | 0.00% | +62+110.7% | Added |
| Zions Bancorporation, N.A. | 141 | $20.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 141 | $20.3K | 0.00% | +2+1.4% | Added |
| BKM Wealth Management, LLC | 144 | $20.8K | 0.01% | +144 | New |
| Global Retirement Partners, LLC | 156 | $21.6K | 0.00% | +12+8.3% | Added |
| Baystate Wealth Management LLC | 149 | $21.6K | 0.00% | +16+12.0% | Added |
| Washington Trust Co | 150 | $21.6K | 0.00% | +150 | New |
| Leonteq Securities AG | 153 | $22.1K | 0.00% | +153 | New |
| Bokf, NA | 154 | $22.2K | 0.00% | −27,963−99.5% | Reduced |
| Deseret Mutual Benefit Administrators | 156 | $22.5K | 0.01% | −41−20.8% | Reduced |