| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Harbour Investments, Inc. | 1 | $77 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $232 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $309 | 0.00% | −1−20.0% | Reduced |
| Claris Advisors, LLC | 4 | $309 | 0.00% | +4 | New |
| Zions Bancorporation, N.A. | 5 | $386 | 0.00% | −8−61.5% | Reduced |
| Nisa Investment Advisors, LLC | 5 | $386 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $386 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $386 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $464 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 6 | $464 | 0.00% | +6 | New |
| Semmax Financial Advisors Inc. | 5 | $489 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 7 | $540 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 7 | $541 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $541 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7 | $541 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $619 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $696 | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 10 | $773 | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $795 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 16 | $1.24K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 16 | $1.24K | 0.00% | +12+300.0% | Added |
| Assetmark, Inc | 16 | $1.24K | 0.00% | +16 | New |
| Strategic Investment Solutions, Inc. | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 21 | $1.62K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 25 | $1.93K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $1.93K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 27 | $2.09K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 29 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $2.32K | 0.00% | +8+36.4% | Added |
| CVA Family Office, LLC | 33 | $2.55K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $2.63K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 36 | $2.78K | 0.00% | −93−72.1% | Reduced |
| Capital Performance Advisors LLP | 37 | $2.86K | 0.00% | +37 | New |
| Bruce G. Allen Investments, LLC | 43 | $3.32K | 0.00% | −2−4.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 44 | $3.40K | 0.00% | +17+63.0% | Added |
| AdvisorNet Financial, Inc | 45 | $3.48K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 46 | $3.56K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 47 | $3.69K | 0.00% | +47 | New |
| Fairscale Capital, LLC | 48 | $3.71K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 49 | $3.79K | 0.00% | +4+8.9% | Added |
| Fortis Group Advisors, LLC | 50 | $3.87K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 52 | $4.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $4.02K | 0.00% | +1+2.0% | Added |
| Halpern Financial, Inc. | 59 | $4.67K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 61 | $4.71K | 0.00% | −5−7.6% | Reduced |
| Kimelman & Baird, LLC | 75 | $5.80K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 75 | $5.80K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 80 | $6.00K | 0.00% | −583−87.9% | Reduced |
| Optimum Investment Advisors | 80 | $6.18K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $6.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $6.80K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 97 | $7.50K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 109 | $8.43K | 0.00% | −23−17.4% | Reduced |
| Huntington National Bank | 111 | $8.58K | 0.00% | −236−68.0% | Reduced |
| Silicon Valley Capital Partners | 115 | $8.89K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 112 | $9.00K | 0.00% | +112 | New |
| Farther Finance Advisors, LLC | 124 | $9.59K | 0.00% | +22+21.6% | Added |
| Parkside Financial Bank & Trust | 125 | $9.66K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 126 | $9.74K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 198 | $10.9K | 0.00% | +146+280.8% | Added |
| Allworth Financial LP | 152 | $11.7K | 0.00% | +7+4.8% | Added |
| Strengthening Families & Communities, LLC | 153 | $11.8K | 0.00% | 00.0% | Unchanged |
| Private Management Group Inc | 154 | $11.9K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 165 | $12.8K | 0.00% | +165 | New |
| Private Wealth Management Group, LLC | 180 | $13.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 184 | $14.2K | 0.00% | −8−4.2% | Reduced |
| Atlantic Trust, LLC | 185 | $14.3K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 186 | $14.4K | 0.00% | +186 | New |
| Larson Financial Group LLC | 197 | $15.2K | 0.00% | +197 | New |
| Jones Financial Companies LLLP | 205 | $16.0K | 0.00% | +135+192.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 209 | $16.2K | 0.00% | +102+95.3% | Added |
| Spire Wealth Management | 242 | $18.7K | 0.00% | −63−20.7% | Reduced |
| Quadrant Capital Group LLC | 248 | $19.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 252 | $19.5K | 0.00% | +163+183.1% | Added |
| Smartleaf Asset Management LLC | 252 | $19.7K | 0.00% | +194+334.5% | Added |
| Groupama Asset Managment | 318 | $19.7K | 0.00% | +318 | New |
| Private Trust Co NA | 262 | $20.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 254 | $20.6K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 275 | $21.3K | 0.00% | −73−21.0% | Reduced |
| Crewe Advisors LLC | 277 | $21.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 289 | $22.0K | 0.00% | −4−1.4% | Reduced |
| Ridgewood Investments LLC | 298 | $23.0K | 0.01% | −69−18.8% | Reduced |
| Baldwin Brothers Inc | 309 | $23.9K | 0.00% | −37−10.7% | Reduced |
| Parallel Advisors, LLC | 322 | $24.9K | 0.00% | +118+57.8% | Added |
| LRI Investments, LLC | 281 | $25.2K | 0.00% | −26−8.5% | Reduced |
| Covestor Ltd | 350 | $27.0K | 0.02% | +1+0.3% | Added |
| Ci Investments Inc. | 347 | $27.0K | 0.00% | +134+62.9% | Added |
| Quarry LP | 361 | $27.9K | 0.01% | +361 | New |
| Allspring Global Investments Holdings, LLC | 380 | $29.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $30.9K | 0.01% | +400 | New |
| GAMMA Investing LLC | 424 | $32.8K | 0.00% | +283+200.7% | Added |
| Capital Advisors, Ltd. LLC | 443 | $34.0K | 0.00% | +191+75.8% | Added |
| Signaturefd, LLC | 460 | $35.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 481 | $37.6K | 0.00% | −47−8.9% | Reduced |
| Versant Capital Management, Inc | 520 | $40.2K | 0.01% | +71+15.8% | Added |