| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 0 | $45 | 0.00% | 0 | New |
| Quest Partners LLC | 1 | $172 | 0.00% | −1,269−99.9% | Reduced |
| Rakuten Securities, Inc. | 2 | $345 | 0.00% | −3−60.0% | Reduced |
| NVWM, LLC | 2 | $345 | 0.00% | −1−33.3% | Reduced |
| Abound Wealth Management | 2 | $346 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2 | $369 | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 2 | $372 | 0.00% | −904−99.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $516 | 0.00% | +3 | New |
| TFC Financial Management | 3 | $517 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 3 | $517 | 0.00% | +3 | New |
| Voisard Asset Management Group, Inc. | 3 | $517 | 0.00% | +3 | New |
| Horizon Financial Services, LLC | 4 | $689 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $689 | 0.00% | +4 | New |
| MCF Advisors LLC | 4 | $690 | 0.00% | −54−93.1% | Reduced |
| Duncker Streett & Co Inc | 5 | $862 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 5 | $862 | 0.00% | +5 | New |
| Aspect Partners, LLC | 5 | $862 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | −5−45.5% | Reduced |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $1.72K | 0.00% | +1+11.1% | Added |
| Prestige Wealth Management Group LLC | 15 | $2.58K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $2.76K | 0.00% | −1−5.9% | Reduced |
| DT Investment Partners, LLC | 16 | $2.76K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.76K | 0.00% | +1+6.7% | Added |
| Dunhill Financial, LLC | 17 | $2.91K | 0.00% | +9+112.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 17 | $2.93K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 17 | $2.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $2.93K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $2.95K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 19 | $3.27K | 0.00% | −1−5.0% | Reduced |
| Raleigh Capital Management Inc. | 19 | $3.27K | 0.00% | +7+58.3% | Added |
| Bell Investment Advisors, Inc | 19 | $3.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $3.27K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 21 | $3.62K | 0.00% | +3+16.7% | Added |
| Geneos Wealth Management Inc. | 22 | $3.79K | 0.00% | +22 | New |
| Meeder Asset Management Inc | 23 | $3.96K | 0.00% | −56−70.9% | Reduced |
| GW&K Investment Management, LLC | 23 | $4.00K | 0.00% | +11+91.7% | Added |
| Sachetta, LLC | 24 | $4.14K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 24 | $4.14K | 0.00% | +16+200.0% | Added |
| Private Trust Co NA | 27 | $4.65K | 0.00% | −69−71.9% | Reduced |
| Asset Dedication, LLC | 31 | $5.34K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $5.34K | 0.00% | +7+29.2% | Added |
| Trust Co of Vermont | 32 | $5.51K | 0.00% | +11+52.4% | Added |
| Raffa Wealth Management, LLC | 33 | $5.69K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 33 | $5.69K | 0.00% | +1+3.1% | Added |
| Bruce G. Allen Investments, LLC | 33 | $5.69K | 0.00% | +28+560.0% | Added |
| Hemington Wealth Management | 37 | $6.00K | 0.00% | +37 | New |
| Golden State Equity Partners | 35 | $6.03K | 0.00% | +35 | New |
| Moisand Fitzgerald Tamayo, LLC | 35 | $6.03K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 39 | $6.72K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 42 | $7.24K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 43 | $7.41K | 0.00% | +43 | New |
| Semmax Financial Advisors Inc. | 39 | $7.54K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 45 | $7.75K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 40 | $7.86K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 48 | $8.27K | 0.00% | −21−30.4% | Reduced |
| Sunbelt Securities, Inc. | 50 | $8.62K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 52 | $8.96K | 0.00% | −4−7.1% | Reduced |
| Strengthening Families & Communities, LLC | 54 | $9.25K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 57 | $9.90K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 60 | $10.4K | 0.04% | +60 | New |
| JFS Wealth Advisors, LLC | 61 | $10.5K | 0.00% | +9+17.3% | Added |
| Rise Advisors, LLC | 61 | $10.6K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 67 | $11.5K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 70 | $12.0K | 0.00% | +3+4.5% | Added |
| New Millennium Group LLC | 82 | $14.1K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 90 | $15.5K | 0.00% | +90 | New |
| Rothschild Investment LLC | 91 | $15.7K | 0.00% | +24+35.8% | Added |
| Hollencrest Capital Management | 93 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 93 | $16.0K | 0.00% | +34+57.6% | Added |
| Bryn Mawr Trust Co | 97 | $16.7K | 0.00% | +97 | New |
| SRS Capital Advisors, Inc. | 98 | $16.9K | 0.00% | +50+104.2% | Added |
| Spire Wealth Management | 114 | $19.6K | 0.00% | +4+3.6% | Added |
| Brown Brothers Harriman & Co | 116 | $20.0K | 0.00% | +3+2.7% | Added |
| Larson Financial Group LLC | 117 | $20.2K | 0.00% | +55+88.7% | Added |
| TruNorth Capital Management, LLC | 119 | $20.5K | 0.01% | +20+20.2% | Added |
| Reuter James Wealth Management, LLC | 120 | $20.7K | 0.00% | +120 | New |
| Whittier Trust Co | 128 | $22.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 139 | $24.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 139 | $24.0K | 0.01% | −49−26.1% | Reduced |
| True Wealth Design, LLC | 149 | $25.7K | 0.01% | +142+2,028.6% | Added |
| Catalyst Capital Advisors LLC | 151 | $26.0K | 0.00% | +151 | New |
| Creative Financial Designs Inc | 157 | $27.0K | 0.00% | −34−17.8% | Reduced |
| Global Retirement Partners, LLC | 186 | $32.1K | 0.00% | −13−6.5% | Reduced |
| Venturi Wealth Management, LLC | 189 | $32.6K | 0.00% | −1−0.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 194 | $33.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 195 | $33.6K | 0.00% | +2+1.0% | Added |
| Harbor Investment Advisory, LLC | 200 | $34.5K | 0.00% | −1−0.5% | Reduced |
| Massmutual Trust Co FSB | 210 | $36.2K | 0.00% | +16+8.2% | Added |
| GeoWealth Management, LLC | 210 | $36.2K | 0.00% | +210 | New |
| Harbour Investments, Inc. | 214 | $36.9K | 0.00% | −13−5.7% | Reduced |
| Burkett Financial Services, LLC | 215 | $37.0K | 0.02% | −3−1.4% | Reduced |
| TD Private Client Wealth LLC | 223 | $38.4K | 0.00% | −39−14.9% | Reduced |
| Umb Bank N A | 229 | $39.5K | 0.00% | −7,176−96.9% | Reduced |
| Glen Eagle Advisors, LLC | 230 | $39.6K | 0.01% | 00.0% | Unchanged |