| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Raleigh Capital Management Inc. | 1 | $163 | 0.00% | −60−98.4% | Reduced |
| Manchester Capital Management LLC | 2 | $327 | 0.00% | −1−33.3% | Reduced |
| Rothschild Investment LLC | 3 | $490 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 3 | $492 | 0.00% | −100−97.1% | Reduced |
| Delos Wealth Advisors, LLC | 4 | $679 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $782 | 0.00% | +5 | New |
| Assetmark, Inc | 5 | $817 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $817 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $817 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $983 | 0.00% | +5+500.0% | Added |
| Asset Dedication, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Longfellow Investment Management Co LLC | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $1.21K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9 | $1.47K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $1.47K | 0.00% | +9 | New |
| Iron Horse Wealth Management, LLC | 11 | $1.80K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1.80K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $1.96K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 10 | $2.00K | 0.00% | −9−47.4% | Reduced |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $2.12K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 13 | $2.13K | 0.00% | +13 | New |
| Carolinas Wealth Consulting LLC | 13 | $2.15K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $2.29K | 0.00% | −3−17.6% | Reduced |
| State of Wyoming | 14 | $2.29K | 0.00% | +1+7.7% | Added |
| Provenance Wealth Advisors, LLC | 15 | $2.45K | 0.00% | +15 | New |
| Glassman Wealth Services | 17 | $2.78K | 0.00% | −20−54.1% | Reduced |
| Brown Brothers Harriman & Co | 17 | $2.78K | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 18 | $2.94K | 0.00% | +18 | New |
| City State Bank | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $3.10K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 19 | $3.10K | 0.00% | +19 | New |
| Kiely Wealth Advisory Group, Inc. | 19 | $3.22K | 0.00% | +19 | New |
| Institutional & Family Asset Management, LLC | 20 | $3.27K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 20 | $3.27K | 0.00% | +20 | New |
| Tennessee Valley Asset Management Partners | 20 | $3.27K | 0.00% | +20 | New |
| Delta Asset Management LLC | 25 | $4.08K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 27 | $4.41K | 0.00% | +27 | New |
| Stone House Investment Management, LLC | 29 | $4.77K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 31 | $5.07K | 0.00% | −31−50.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 34 | $5.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $5.72K | 0.00% | −16−31.4% | Reduced |
| C M Bidwell & Associates Ltd | 37 | $6.05K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 39 | $6.37K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $8.01K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 49 | $8.01K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 49 | $8.01K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $8.17K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 50 | $8.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $8.82K | 0.00% | −30−35.7% | Reduced |
| National Pension Service | 55 | $8.99K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 61 | $9.97K | 0.01% | +61 | New |
| Cherry Tree Wealth Management, LLC | 66 | $10.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 83 | $13.6K | 0.00% | −14−14.4% | Reduced |
| Massmutual Trust Co FSB | 85 | $13.9K | 0.00% | −46−35.1% | Reduced |
| Rockbridge Investment Management, LCC | 87 | $14.2K | 0.00% | +87 | New |
| Turtle Creek Wealth Advisors, LLC | 87 | $14.2K | 0.00% | +87 | New |
| CVA Family Office, LLC | 91 | $14.9K | 0.00% | +91 | New |
| JFS Wealth Advisors, LLC | 94 | $15.4K | 0.00% | +27+40.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 95 | $15.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 95 | $15.5K | 0.00% | +77+427.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $16.3K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $16.3K | 0.00% | −28−21.9% | Reduced |
| Prestige Wealth Management Group LLC | 102 | $16.7K | 0.00% | −23−18.4% | Reduced |
| LM Advisors LLC | 103 | $16.9K | 0.00% | +103 | New |
| Centerpoint Advisors, LLC | 102 | $17.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 106 | $17.3K | 0.00% | +38+55.9% | Added |
| Thompson Investment Management, Inc. | 108 | $17.6K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 120 | $19.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 134 | $20.0K | 0.00% | +60+81.1% | Added |
| Bokf, NA | 125 | $20.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 130 | $21.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 126 | $21.7K | 0.00% | +8+6.8% | Added |
| Park Place Capital Corp | 135 | $22.1K | 0.01% | −6−4.3% | Reduced |
| Ogorek Anthony Joseph | 142 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 142 | $23.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 155 | $23.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 145 | $23.7K | 0.00% | +6+4.3% | Added |
| Transcendent Capital Group LLC | 149 | $24.3K | 0.02% | +149 | New |
| Acadian Asset Management LLC | 159 | $25.0K | 0.00% | +159 | New |
| Loomis Sayles & Co L P | 176 | $29.0K | 0.00% | +1+0.6% | Added |
| Hantz Financial Services, Inc. | 175 | $29.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 180 | $29.5K | 0.00% | +180 | New |
| SJS Investment Consulting Inc. | 195 | $31.9K | 0.01% | −2−1.0% | Reduced |
| Planned Solutions, Inc. | 200 | $32.7K | 0.02% | +200 | New |
| Global Trust Asset Management, LLC | 201 | $32.8K | 0.01% | −25−11.1% | Reduced |
| Capital Analysts, LLC | 204 | $33.0K | 0.00% | +1+0.5% | Added |
| NBC Securities, Inc. | 202 | $33.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 206 | $33.7K | 0.00% | +79+62.2% | Added |
| Private Trust Co NA | 212 | $34.6K | 0.00% | −32−13.1% | Reduced |
| Anchor Investment Management, LLC | 215 | $35.1K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 215 | $35.1K | 0.00% | +166+338.8% | Added |
| Quent Capital, LLC | 227 | $37.1K | 0.00% | +1+0.4% | Added |
| Capital Advisors, Ltd. LLC | 238 | $39.0K | 0.01% | −28−10.5% | Reduced |
| West Tower Group, LLC | 253 | $41.3K | 0.08% | +217+602.8% | Added |