| Resources Management Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1 | $64 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $64 | 0.00% | +1 | New |
| Montag & Caldwell, LLC | 2 | $128 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 2 | $128 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2 | $128 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $128 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2 | $128 | 0.00% | +2 | New |
| Wealth Preservation Advisors, LLC | 2 | $128 | 0.00% | +2 | New |
| Albion Financial Group | 2 | $129 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $129 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 3 | $192 | 0.00% | −1−25.0% | Reduced |
| Global Financial Private Client, LLC | 4 | $257 | 0.00% | +2+100.0% | Added |
| MCF Advisors LLC | 4 | $257 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 5 | $302 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $321 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $321 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $321 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 6 | $385 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $385 | 0.00% | 0 | Unchanged |
| Riverview Trust Co | 7 | $449 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $475 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $514 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $578 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $641 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $706 | 0.00% | +11 | New |
| Glass Jacobson Investment Advisors llc | 9 | $769 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $834 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 14 | $898 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 14 | $898 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $962 | 0.00% | +15 | New |
| Hemington Wealth Management | 25 | $1.00K | 0.00% | −1−3.8% | Reduced |
| Hantz Financial Services, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Golden State Wealth Management, LLC | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 20 | $1.28K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $1.48K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 23 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $1.48K | 0.00% | +23 | New |
| Principal Securities, Inc. | 19 | $1.62K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 26 | $1.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $1.73K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 28 | $1.82K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $1.86K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $1.86K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 29 | $1.86K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 30 | $1.92K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 30 | $1.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $2.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $2.25K | 0.00% | −228−86.7% | Reduced |
| First Horizon Advisors, Inc. | 36 | $2.32K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 37 | $2.36K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 41 | $2.63K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 44 | $2.82K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 55 | $3.52K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 56 | $3.60K | 0.00% | −57−50.4% | Reduced |
| BankPlus Trust Department | 57 | $3.65K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 58 | $3.72K | 0.00% | −1−1.7% | Reduced |
| Sterling Capital Management LLC | 58 | $3.72K | 0.00% | +2+3.6% | Added |
| Sound Income Strategies, LLC | 58 | $3.74K | 0.00% | +58 | Added |
| Altshuler Shaham Ltd | 62 | $3.98K | 0.00% | +18+40.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 63 | $4.04K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 65 | $4.17K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 92 | $5.90K | 0.00% | +8+9.5% | Added |
| Addison Advisors LLC | 93 | $5.96K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 94 | $6.03K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 94 | $6.03K | 0.01% | +94 | New |
| GPS Wealth Strategies Group, LLC | 102 | $6.56K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 107 | $6.86K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 114 | $7.31K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 118 | $7.57K | 0.00% | +4+3.5% | Added |
| 1620 Investment Advisors, Inc. | 132 | $8.46K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 134 | $8.61K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 142 | $9.11K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 152 | $9.75K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 158 | $10.1K | 0.00% | +1+0.6% | Added |
| Kestra Investment Management, LLC | 160 | $10.3K | 0.00% | +160 | New |
| Larson Financial Group LLC | 163 | $10.5K | 0.00% | +1+0.6% | Added |
| Harbor Capital Advisors, Inc. | 173 | $11.0K | 0.00% | −33−16.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 189 | $12.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 196 | $12.6K | 0.00% | +1+0.5% | Added |
| Wayfinding Financial, LLC | 212 | $13.0K | 0.01% | +212 | New |
| Massmutual Trust Co FSB | 205 | $13.1K | 0.00% | +204+20,400.0% | Added |
| SBI Securities Co., Ltd. | 209 | $13.4K | 0.00% | +9+4.5% | Added |
| Parkside Financial Bank & Trust | 216 | $13.8K | 0.00% | +8+3.8% | Added |
| Bogart Wealth, LLC | 233 | $15.0K | 0.00% | +2+0.9% | Added |
| Central Pacific Bank - Trust Division | 248 | $15.9K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 260 | $16.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 270 | $17.3K | 0.01% | +2+0.7% | Added |
| Hexagon Capital Partners LLC | 275 | $17.6K | 0.00% | −124−31.1% | Reduced |
| NBC Securities, Inc. | 295 | $18.0K | 0.00% | +295 | New |
| Federated Hermes, Inc. | 287 | $18.4K | 0.00% | −495−63.3% | Reduced |
| MAI Capital Management | 294 | $18.9K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $19.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 302 | $19.4K | 0.00% | +280+1,272.7% | Added |
| Exchange Traded Concepts, LLC | 308 | $19.8K | 0.00% | +308 | New |