| Resources Management Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 0 | $7 | 0.00% | −587−100.0% | Reduced |
| Zions Bancorporation, N.A. | 1 | $85 | 0.00% | −2−66.7% | Reduced |
| Massmutual Trust Co FSB | 1 | $85 | 0.00% | +1 | New |
| Assetmark, Inc | 1 | $85 | 0.00% | +1 | New |
| Investors Research Corp | 1 | $85 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $85 | 0.00% | +1 | New |
| Murphy & Mullick Capital Management Corp | 1 | $85 | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $170 | 0.00% | +2 | New |
| Anchor Investment Management, LLC | 2 | $171 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $171 | 0.00% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 2 | $171 | 0.00% | +2 | New |
| First Financial Corp | 2 | $171 | 0.00% | +2 | New |
| Albion Financial Group | 2 | $171 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $171 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 4 | $341 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $427 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $428 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $428 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $512 | 0.00% | −47−100.0% | Reduced |
| Bokf, NA | 6 | $518 | 0.00% | +6 | New |
| Riverview Trust Co | 7 | $598 | 0.00% | −4−36.4% | Reduced |
| CVA Family Office, LLC | 7 | $598 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $684 | 0.00% | −2−20.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 9 | $769 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $769 | 0.00% | +9 | New |
| Grove Bank & Trust | 10 | $854 | 0.00% | +4+66.7% | Added |
| Strengthening Families & Communities, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Clearstead Advisors, LLC | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 14 | $1.16K | 0.00% | +1+7.7% | Added |
| Eastern Bank | 14 | $1.20K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 14 | $1.20K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 15 | $1.28K | 0.00% | +15 | New |
| Golden State Wealth Management, LLC | 15 | $1.34K | 0.00% | +15 | New |
| Horizon Investments, LLC | 16 | $1.37K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $1.54K | 0.00% | +18 | New |
| Principal Securities, Inc. | 19 | $1.62K | 0.00% | +8+72.7% | Added |
| Park Square Financial Group, LLC | 20 | $1.71K | 0.00% | +20 | New |
| Van Hulzen Asset Management, LLC | 20 | $1.71K | 0.00% | +20 | New |
| Skopos Labs, Inc. | 22 | $1.88K | 0.00% | +22 | New |
| S&T Bank | 23 | $1.96K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 23 | $1.97K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 26 | $2.00K | 0.00% | +8+44.4% | Added |
| MPWM Advisory Solutions, LLC | 26 | $2.22K | 0.00% | +26 | New |
| JFS Wealth Advisors, LLC | 27 | $2.31K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 28 | $2.41K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $2.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $2.48K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 29 | $2.48K | 0.00% | +29 | New |
| Thompson Investment Management, Inc. | 30 | $2.56K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 30 | $2.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $2.67K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 36 | $3.08K | 0.00% | +10+38.5% | Added |
| Quent Capital, LLC | 37 | $3.12K | 0.00% | +1+2.8% | Added |
| Hallmark Capital Management Inc | 41 | $3.50K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 44 | $3.76K | 0.00% | −8−15.4% | Reduced |
| Millstone Evans Group, LLC | 44 | $3.76K | 0.00% | +44 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 55 | $4.70K | 0.00% | +11+25.0% | Added |
| Sterling Capital Management LLC | 56 | $4.78K | 0.00% | −1−1.8% | Reduced |
| BankPlus Trust Department | 57 | $4.87K | 0.00% | +57 | New |
| Geneos Wealth Management Inc. | 59 | $5.04K | 0.00% | −11−15.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 63 | $5.38K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 65 | $5.55K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 74 | $6.32K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 84 | $7.17K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 93 | $7.94K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 94 | $8.03K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 96 | $8.20K | 0.00% | −39−28.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 102 | $8.73K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 107 | $9.14K | 0.00% | +5+4.9% | Added |
| Red Tortoise LLC | 113 | $9.66K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 114 | $9.74K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 114 | $9.74K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 114 | $9.74K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 10,000 | $9.98K | 0.00% | +10,000 | New |
| Caitlin John, LLC | 129 | $11.0K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 132 | $11.3K | 0.01% | −60−31.3% | Reduced |
| CoreFirst Bank & Trust | 132 | $11.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 134 | $11.5K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 135 | $11.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 142 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 152 | $13.0K | 0.00% | +4+2.7% | Added |
| Newbridge Financial Services Group, Inc. | 157 | $13.4K | 0.00% | +157 | New |
| Larson Financial Group LLC | 162 | $13.8K | 0.00% | +1+0.6% | Added |
| Kelly Lawrence W & Associates Inc | 189 | $16.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 195 | $16.7K | 0.00% | −10−4.9% | Reduced |
| SBI Securities Co., Ltd. | 200 | $17.1K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 208 | $17.8K | 0.00% | −1−0.5% | Reduced |
| Harbor Capital Advisors, Inc. | 206 | $18.0K | 0.00% | +10+5.1% | Added |
| Point72 Hong Kong Ltd | 215 | $18.3K | 0.00% | +215 | New |
| Bogart Wealth, LLC | 231 | $19.8K | 0.00% | +1+0.4% | Added |
| Central Pacific Bank - Trust Division | 248 | $21.2K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 260 | $22.2K | 0.00% | +260 | New |
| Farmers & Merchants Investments Inc | 263 | $22.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 268 | $22.9K | 0.01% | +2+0.8% | Added |
| MAI Capital Management | 294 | $25.1K | 0.00% | +294 | New |