| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 0 | $1 | 0.00% | −42−100.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Montag A & Associates Inc | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $187 | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 3 | $281 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $281 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 5 | $468 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 6 | $562 | 0.00% | +6 | New |
| Bokf, NA | 8 | $748 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $749 | 0.00% | +8 | New |
| Sachetta, LLC | 9 | $843 | 0.00% | +9 | New |
| Winthrop Capital Management, LLC | 10 | $936 | 0.00% | +10 | New |
| Ronald Blue Trust, Inc. | 14 | $1.00K | 0.00% | −14−50.0% | Reduced |
| HBC Financial Services, PLLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| FSA Wealth Management LLC | 14 | $1.00K | 0.00% | +14 | New |
| MV Capital Management, Inc. | 11 | $1.03K | 0.00% | +1+10.0% | Added |
| Smartleaf Asset Management LLC | 11 | $1.03K | 0.00% | +11 | New |
| Salomon & Ludwin, LLC | 13 | $1.08K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 13 | $1.22K | 0.00% | −58−81.7% | Reduced |
| Coppell Advisory Solutions LLC | 13 | $1.22K | 0.00% | −187−93.5% | Reduced |
| Retirement Group, LLC | 13 | $1.22K | 0.00% | −5−27.8% | Reduced |
| Sunbelt Securities, Inc. | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.31K | 0.00% | +14 | New |
| SRS Capital Advisors, Inc. | 15 | $1.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.40K | 0.00% | +5+50.0% | Added |
| Gradient Investments LLC | 17 | $1.59K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $1.59K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 20 | $1.87K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $1.97K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 25 | $2.00K | 0.00% | +25 | New |
| Moisand Fitzgerald Tamayo, LLC | 22 | $2.06K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 23 | $2.15K | 0.00% | +23 | New |
| Provenance Wealth Advisors, LLC | 26 | $2.43K | 0.00% | +26 | New |
| Zions Bancorporation, N.A. | 27 | $2.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $2.62K | 0.00% | +5+21.7% | Added |
| Bellevue Asset Management, LLC | 29 | $2.71K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $2.81K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 30 | $2.81K | 0.00% | +30 | New |
| Signature Resources Capital Management, LLC | 30 | $2.81K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 31 | $2.90K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 34 | $3.00K | 0.00% | +34 | New |
| Washington Trust Advisors, Inc. | 34 | $3.14K | 0.00% | −142−80.7% | Reduced |
| Jones Financial Companies LLLP | 35 | $3.28K | 0.00% | +22+169.2% | Added |
| VisionPoint Advisory Group, LLC | 37 | $3.46K | 0.00% | −13−26.0% | Reduced |
| Quent Capital, LLC | 39 | $3.65K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 40 | $3.74K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 43 | $4.03K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 45 | $4.21K | 0.00% | −25−35.7% | Reduced |
| Arlington Trust Co LLC | 49 | $4.59K | 0.00% | −100−67.1% | Reduced |
| Rothschild Investment LLC | 50 | $4.68K | 0.00% | +50 | New |
| Naples Money Management LLC | 50 | $4.68K | 0.00% | +50 | New |
| Anchor Investment Management, LLC | 53 | $4.96K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 58 | $5.43K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 60 | $5.62K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 70 | $5.81K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 63 | $5.90K | 0.00% | +63 | New |
| Whittier Trust Co | 64 | $5.99K | 0.00% | −1,488−95.9% | Reduced |
| Orion Capital Management LLC | 64 | $5.99K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 63 | $6.00K | 0.00% | +63 | New |
| Glassman Wealth Services | 65 | $6.08K | 0.00% | −12−15.6% | Reduced |
| JFS Wealth Advisors, LLC | 70 | $6.55K | 0.00% | +16+29.6% | Added |
| Larson Financial Group LLC | 80 | $7.49K | 0.00% | −3−3.6% | Reduced |
| Proequities, Inc. | 81 | $7.58K | 0.00% | −55−40.4% | Reduced |
| Farmers & Merchants Investments Inc | 93 | $8.71K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $9.36K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 107 | $10.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 107 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 112 | $10.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 114 | $10.7K | 0.00% | −3−2.6% | Reduced |
| Global Retirement Partners, LLC | 123 | $11.1K | 0.00% | +2+1.7% | Added |
| Castleview Partners, LLC | 121 | $11.3K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 131 | $12.3K | 0.00% | +131 | New |
| Nemes Rush Group LLC | 132 | $12.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 141 | $13.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 155 | $14.5K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 158 | $14.8K | 0.02% | +158 | New |
| Allworth Financial LP | 162 | $15.2K | 0.00% | +68+72.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 169 | $16.0K | 0.00% | −8−4.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 173 | $16.2K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 175 | $16.4K | 0.01% | +100+133.3% | Added |
| Rise Advisors, LLC | 176 | $16.5K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $18.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 204 | $19.1K | 0.00% | +4+2.0% | Added |
| Venturi Wealth Management, LLC | 206 | $19.3K | 0.00% | +206 | New |
| SYSTM Wealth Solutions LLC | 219 | $20.5K | 0.00% | +219 | New |
| Cornerstone Planning Group LLC | 237 | $22.2K | 0.01% | +3+1.3% | Added |
| SOA Wealth Advisors, LLC. | 252 | $23.6K | 0.01% | −75−22.9% | Reduced |
| Bartlett & Co. LLC | 260 | $24.0K | 0.00% | +250+2,500.0% | Added |
| Umb Bank N A | 257 | $24.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 260 | $24.5K | 0.00% | +250+2,500.0% | Added |
| Lindbrook Capital, LLC | 270 | $25.3K | 0.00% | +37+15.9% | Added |