| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Bokf, NA | 1 | $331 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $344 | 0.00% | +1 | New |
| Country Trust Bank | 1 | $345 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $345 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1 | $345 | 0.00% | +1 | New |
| J.Safra Asset Management Corp | 2 | $684 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 2 | $689 | 0.00% | −198−99.0% | Reduced |
| Strengthening Families & Communities, LLC | 2 | $689 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $689 | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 2 | $689 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 2 | $690 | 0.00% | −1−33.3% | Reduced |
| Chilton Capital Management LLC | 2 | $690 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $690 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $969 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.03K | 0.00% | +1+50.0% | Added |
| Claris Advisors, LLC | 3 | $1.03K | 0.00% | +3 | New |
| Fortitude Family Office, LLC | 3 | $1.03K | 0.00% | +3 | New |
| Richardson Financial Services Inc. | 3 | $1.03K | 0.00% | +3 | New |
| Assetmark, Inc | 4 | $1.38K | 0.00% | −4−50.0% | Reduced |
| ClariVest Asset Management LLC | 5 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $1.72K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 6 | $1.84K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 6 | $2.07K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $2.07K | 0.00% | +3+100.0% | Added |
| Jaffetilchin Investment Partners, LLC | 8 | $2.76K | 0.00% | +8 | New |
| Avion Wealth | 10 | $3.00K | 0.00% | +1+11.1% | Added |
| GPS Wealth Strategies Group, LLC | 9 | $3.10K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $3.10K | 0.00% | +3+50.0% | Added |
| Anchor Investment Management, LLC | 10 | $3.45K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 10 | $3.45K | 0.00% | +3+42.9% | Added |
| Colonial Trust Co | 10 | $3.54K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $3.79K | 0.00% | +2+22.2% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $3.79K | 0.00% | +2+22.2% | Added |
| Dunhill Financial, LLC | 12 | $4.07K | 0.00% | +7+140.0% | Added |
| Central Trust Co | 12 | $4.13K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $4.13K | 0.00% | +1+9.1% | Added |
| Trust Co of Vermont | 13 | $4.48K | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 14 | $5.00K | 0.00% | +4+40.0% | Added |
| Toth Financial Advisory Corp | 15 | $5.17K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15 | $5.17K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $5.51K | 0.00% | +1+6.7% | Added |
| CVA Family Office, LLC | 17 | $5.86K | 0.00% | −4−19.0% | Reduced |
| Key Financial Inc | 17 | $5.86K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 18 | $6.20K | 0.00% | +18 | New |
| Red Tortoise LLC | 19 | $6.55K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 20 | $7.00K | 0.00% | +18+900.0% | Added |
| Sachetta, LLC | 21 | $7.24K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 22 | $7.58K | 0.00% | −586−96.4% | Reduced |
| IFP Advisors, Inc | 22 | $7.58K | 0.00% | −328−93.7% | Reduced |
| Beacon Capital Management, LLC | 29 | $9.99K | 0.00% | −26−47.3% | Reduced |
| REAP Financial Group, LLC | 29 | $9.99K | 0.00% | −5−14.7% | Reduced |
| Harbour Investments, Inc. | 29 | $9.99K | 0.00% | −2−6.5% | Reduced |
| CoreCap Advisors, LLC | 29 | $9.99K | 0.00% | +13+81.3% | Added |
| Bell Investment Advisors, Inc | 29 | $9.99K | 0.00% | −3−9.4% | Reduced |
| Roble, Belko & Company, Inc | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $10.3K | 0.00% | +12+66.7% | Added |
| Spire Wealth Management | 33 | $11.4K | 0.00% | +4+13.8% | Added |
| MV Capital Management, Inc. | 36 | $12.4K | 0.00% | −5−12.2% | Reduced |
| CIBC Private Wealth Group, LLC | 37 | $12.7K | 0.00% | +12+48.0% | Added |
| Hemington Wealth Management | 43 | $13.0K | 0.00% | +43 | New |
| Zions Bancorporation, N.A. | 38 | $13.1K | 0.00% | +3+8.6% | Added |
| MCF Advisors LLC | 39 | $13.4K | 0.00% | +39 | New |
| Castleview Partners, LLC | 40 | $13.8K | 0.01% | +13+48.1% | Added |
| Smithfield Trust Co | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 41 | $14.1K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 43 | $14.8K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 44 | $15.2K | 0.00% | −16−26.7% | Reduced |
| Private Wealth Management Group, LLC | 44 | $15.2K | 0.01% | +13+41.9% | Added |
| Whittier Trust Co of Nevada Inc | 46 | $15.8K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 46 | $15.8K | 0.00% | +46 | New |
| Islay Capital Management, LLC | 49 | $16.9K | 0.01% | −4,427−98.9% | Reduced |
| First Horizon Advisors, Inc. | 49 | $16.9K | 0.00% | +12+32.4% | Added |
| Community Bank, N.A. | 50 | $17.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 51 | $17.6K | 0.00% | +20+64.5% | Added |
| Integrated Investment Consultants, LLC | 13,687 | $17.8K | 0.00% | +13,687 | New |
| TD Private Client Wealth LLC | 55 | $19.0K | 0.00% | −20−26.7% | Reduced |
| Deseret Mutual Benefit Administrators | 56 | $19.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 60 | $20.7K | 0.01% | +10+20.0% | Added |
| Whittier Trust Co | 63 | $21.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 63 | $21.7K | 0.00% | +3+5.0% | Added |
| Baldwin Brothers Inc | 68 | $23.4K | 0.00% | +68 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 69 | $23.8K | 0.01% | −110−61.5% | Reduced |
| Riverview Trust Co | 78 | $26.9K | 0.02% | +29+59.2% | Added |
| Private Trust Co NA | 84 | $28.9K | 0.00% | −1−1.2% | Reduced |
| JFS Wealth Advisors, LLC | 85 | $29.3K | 0.00% | +1+1.2% | Added |
| Sunbelt Securities, Inc. | 87 | $30.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 89 | $30.7K | 0.01% | +65+270.8% | Added |
| McIlrath & Eck, LLC | 93 | $32.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 104 | $35.8K | 0.01% | +100+2,500.0% | Added |
| Allianz SE | 105 | $36.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 108 | $37.2K | 0.00% | −13−10.7% | Reduced |
| St Germain D J Co Inc | 110 | $37.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 118 | $40.0K | 0.01% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 120 | $41.3K | 0.01% | +40+50.0% | Added |
| Raleigh Capital Management Inc. | 121 | $41.7K | 0.02% | −14−10.4% | Reduced |
| Hexagon Capital Partners LLC | 122 | $42.0K | 0.01% | −15−10.9% | Reduced |