| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $174 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $348 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $507 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 4 | $725 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5 | $869 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $869 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $949 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $1.04K | 0.00% | +5+500.0% | Added |
| Longfellow Investment Management Co LLC | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 7 | $1.22K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.74K | 0.00% | +1+11.1% | Added |
| Iron Horse Wealth Management, LLC | 11 | $1.91K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1.91K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 9 | $2.00K | 0.00% | −1−10.0% | Reduced |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 12 | $2.08K | 0.00% | +12 | New |
| Abound Wealth Management | 12 | $2.09K | 0.00% | +6+100.0% | Added |
| Global Financial Private Client, LLC | 13 | $2.22K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 13 | $2.26K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| City State Bank | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $3.13K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 19 | $3.13K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $3.30K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 20 | $3.48K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 22 | $3.82K | 0.00% | +22 | New |
| Laffer Tengler Investments | 24 | $4.17K | 0.00% | +5+26.3% | Added |
| Delta Asset Management LLC | 25 | $4.34K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 25 | $4.41K | 0.00% | +22+733.3% | Added |
| Oakworth Capital, Inc. | 27 | $4.69K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 29 | $5.09K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 31 | $5.39K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 34 | $5.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $6.08K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 37 | $6.43K | 0.01% | −24−39.3% | Reduced |
| C M Bidwell & Associates Ltd | 37 | $6.43K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 38 | $6.60K | 0.00% | +38 | New |
| Rocky Mountain Advisers, LLC | 39 | $6.78K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 44 | $7.64K | 0.00% | +37+528.6% | Added |
| Farmers & Merchants Investments Inc | 49 | $8.51K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 49 | $8.51K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 49 | $8.51K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $8.69K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 50 | $8.76K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 55 | $9.55K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 60 | $10.0K | 0.01% | +60 | New |
| Cherry Tree Wealth Management, LLC | 66 | $11.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 74 | $12.9K | 0.01% | +74 | New |
| Prestige Wealth Management Group LLC | 76 | $13.2K | 0.00% | −26−25.5% | Reduced |
| Versant Capital Management, Inc | 83 | $14.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 85 | $14.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 90 | $15.6K | 0.00% | −44−32.8% | Reduced |
| CVA Family Office, LLC | 91 | $15.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 93 | $16.2K | 0.00% | +93 | New |
| JFS Wealth Advisors, LLC | 94 | $16.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 95 | $16.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 95 | $16.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $17.4K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $17.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 105 | $18.0K | 0.00% | −97−48.0% | Reduced |
| Centerpoint Advisors, LLC | 102 | $18.0K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 108 | $18.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 114 | $19.8K | 0.01% | −21−15.6% | Reduced |
| Arrow Financial Corp | 120 | $20.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 118 | $20.9K | 0.00% | −8−6.3% | Reduced |
| Bokf, NA | 125 | $21.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 126 | $21.9K | 0.00% | +126 | New |
| Clearstead Advisors, LLC | 134 | $22.5K | 0.00% | −11−7.6% | Reduced |
| Ogorek Anthony Joseph | 142 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 142 | $24.7K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 149 | $25.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 170 | $29.5K | 0.00% | +116+214.8% | Added |
| New Covenant Trust Company, N.A. | 172 | $29.9K | 0.03% | +172 | New |
| Hantz Financial Services, Inc. | 175 | $30.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 192 | $33.4K | 0.00% | −20−9.4% | Reduced |
| SJS Investment Consulting Inc. | 197 | $34.2K | 0.01% | +2+1.0% | Added |
| Colonial Trust Co | 197 | $34.2K | 0.01% | +67+51.5% | Added |
| Global Trust Asset Management, LLC | 201 | $34.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 204 | $35.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 208 | $36.2K | 0.00% | +2+1.0% | Added |
| Anchor Investment Management, LLC | 215 | $37.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 222 | $38.7K | 0.00% | −5−2.2% | Reduced |
| Capital Advisors, Ltd. LLC | 238 | $41.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 272 | $47.3K | 0.00% | +272 | New |
| Huntington National Bank | 284 | $49.3K | 0.00% | +178+167.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 286 | $49.7K | 0.01% | +286 | New |
| Riverview Trust Co | 292 | $50.7K | 0.04% | +292 | New |
| Hollencrest Capital Management | 321 | $55.8K | 0.00% | −72−18.3% | Reduced |
| Meeder Asset Management Inc | 323 | $56.1K | 0.00% | −782−70.8% | Reduced |
| Penserra Capital Management LLC | 333 | $57.0K | 0.00% | −319−48.9% | Reduced |
| Quadrant Capital Group LLC | 342 | $59.4K | 0.00% | −17−4.7% | Reduced |
| Harbor Investment Advisory, LLC | 350 | $60.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 355 | $61.7K | 0.02% | 00.0% | Unchanged |