| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 0 | $90 | 0.00% | 0 | Unchanged |
| AdvisorNet Financial, Inc | 1 | $339 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $339 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $340 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $340 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $345 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $452 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $679 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $679 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $679 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $679 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $1.02K | 0.00% | +3 | New |
| South State Corp. | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $1.36K | 0.00% | +1+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $1.36K | 0.00% | +3+300.0% | Added |
| Dogwood Wealth Management LLC | 5 | $1.70K | 0.00% | +5 | New |
| Montag A & Associates Inc | 6 | $1.87K | 0.00% | −1−14.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 6 | $2.04K | 0.00% | −6−50.0% | Reduced |
| Sunrise Financial Services, LLC | 6 | $2.04K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $2.04K | 0.00% | +1+20.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $2.04K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 6 | $2.04K | 0.00% | +6 | New |
| International Assets Investment Management, LLC | 6 | $2.07K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $2.38K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 7 | $2.38K | 0.00% | +7 | New |
| Investors Portfolio Services LLC | 5 | $2.38K | 0.00% | +1+25.0% | Added |
| Rialto Wealth Management, LLC | 8 | $2.71K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $2.71K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $3.05K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 9 | $3.05K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 10 | $3.39K | 0.00% | −1,129−99.1% | Reduced |
| UMA Financial Services, Inc. | 10 | $3.39K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 10 | $3.39K | 0.06% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $3.39K | 0.00% | +5+100.0% | Added |
| PlanVest Financial, Inc | 10 | $3.40K | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 11 | $3.73K | 0.00% | −1−8.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 12 | $4.07K | 0.00% | −1−7.7% | Reduced |
| Manchester Capital Management LLC | 13 | $4.41K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 13 | $4.41K | 0.00% | +13 | New |
| Transamerica Financial Advisors, Inc. | 13 | $4.43K | 0.00% | +3+30.0% | Added |
| TD Private Client Wealth LLC | 14 | $4.75K | 0.00% | −5−26.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 14 | $4.75K | 0.00% | −3−17.6% | Reduced |
| JDM Financial Group LLC | 14 | $4.75K | 0.00% | +14 | New |
| Twin Peaks Wealth Advisors, LLC | 15 | $5.09K | 0.00% | +15 | New |
| Cranbrook Wealth Management, LLC | 15 | $5.09K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 16 | $5.43K | 0.00% | −141−89.8% | Reduced |
| North Star Investment Management Corp. | 16 | $5.43K | 0.00% | +16 | New |
| Joseph Group Capital Management | 16 | $5.43K | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 17 | $5.77K | 0.00% | −1−5.6% | Reduced |
| Solstein Capital, LLC | 17 | $5.77K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 17 | $5.83K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 18 | $6.11K | 0.00% | +18 | New |
| Kilter Group LLC | 18 | $6.11K | 0.00% | −6−25.0% | Reduced |
| Bare Financial Services, Inc | 18 | $6.11K | 0.00% | +2+12.5% | Added |
| Sachetta, LLC | 19 | $6.45K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $6.45K | 0.00% | +10+111.1% | Added |
| Farmers & Merchants Investments Inc | 21 | $7.13K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 21 | $7.13K | 0.00% | +1+5.0% | Added |
| First Horizon Corp | 22 | $7.47K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 23 | $7.80K | 0.01% | +23 | New |
| Versant Capital Management, Inc | 25 | $8.48K | 0.00% | −1−3.8% | Reduced |
| Activest Wealth Management | 29 | $9.84K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $10.2K | 0.00% | +27+900.0% | Added |
| Central Trust Co | 31 | $10.5K | 0.00% | +20+181.8% | Added |
| CX Institutional | 33 | $11.0K | 0.00% | +22+200.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 33 | $11.2K | 0.00% | +3+10.0% | Added |
| Harbor Investment Advisory, LLC | 35 | $11.9K | 0.00% | +35 | New |
| Rogco, LP | 36 | $12.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 37 | $12.6K | 0.01% | +25+208.3% | Added |
| Danske Bank A/S | 40 | $13.6K | 0.00% | −360−90.0% | Reduced |
| NBT Bank N A | 40 | $13.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 40 | $13.6K | 0.00% | +23+135.3% | Added |
| Salomon & Ludwin, LLC | 41 | $14.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 43 | $15.0K | 0.01% | −72−62.6% | Reduced |
| Atlantic Trust, LLC | 45 | $15.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 49 | $16.6K | 0.00% | +49 | New |
| Adirondack Trust Co | 50 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 53 | $18.3K | 0.01% | +53 | New |
| Private Wealth Management Group, LLC | 58 | $19.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 58 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 59 | $20.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 61 | $20.7K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 61 | $20.8K | 0.01% | −5−7.6% | Reduced |
| Caitlin John, LLC | 72 | $24.4K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 75 | $25.0K | 0.01% | −23−23.5% | Reduced |
| True Wealth Design, LLC | 80 | $27.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 80 | $27.1K | 0.01% | +80 | New |
| Mechanics Financial Corp | 86 | $29.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 86 | $29.4K | 0.00% | +53+160.6% | Added |
| SRS Capital Advisors, Inc. | 88 | $29.7K | 0.00% | −96−52.2% | Reduced |
| Truvestments Capital LLC | 94 | $32.0K | 0.01% | −1−1.1% | Reduced |
| Quent Capital, LLC | 95 | $32.2K | 0.00% | +2+2.2% | Added |
| MAI Capital Management | 99 | $33.6K | 0.00% | +3+3.1% | Added |
| Key Capital Management, INC | 100 | $33.9K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 103 | $35.0K | 0.00% | 00.0% | Unchanged |