| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Pacific Center for Financial Services | 0 | $10 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $63 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $63 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 4 | $252 | 0.00% | +4 | New |
| NVWM, LLC | 5 | $316 | 0.00% | +5 | New |
| Assetmark, Inc | 6 | $379 | 0.00% | −21−77.8% | Reduced |
| Tfo-TDC, LLC | 7 | $442 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8 | $505 | 0.00% | −1−11.1% | Reduced |
| Prestige Wealth Management Group LLC | 9 | $568 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $568 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 13 | $816 | 0.00% | −78−85.7% | Reduced |
| Plato Investment Management Ltd | 15 | $947 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 23 | $1.45K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $1.45K | 0.00% | +2+9.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $1.51K | 0.00% | −3−11.1% | Reduced |
| Harbor Investment Advisory, LLC | 24 | $1.51K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 24 | $1.51K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 27 | $1.72K | 0.00% | +4+17.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 30 | $1.89K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 31 | $1.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 33 | $2.08K | 0.00% | +33 | New |
| DiNuzzo Private Wealth, Inc. | 34 | $2.15K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 42 | $2.65K | 0.00% | −1,450−97.2% | Reduced |
| Country Trust Bank | 42 | $2.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $2.84K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 48 | $3.00K | 0.00% | +48 | New |
| Northwest Capital Management Inc | 50 | $3.15K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $3.15K | 0.00% | +50 | New |
| Pacific Capital Wealth Advisors, Inc | 56 | $3.53K | 0.00% | +56 | New |
| Gen-Wealth Partners Inc | 60 | $3.79K | 0.00% | +60 | New |
| Trifecta Capital Advisors, LLC | 66 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $4.35K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 75 | $4.73K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $5.05K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 82 | $5.17K | 0.00% | +52+173.3% | Added |
| Planning Capital Management Corp | 90 | $5.68K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 91 | $5.69K | 0.00% | +86+1,720.0% | Added |
| Sandy Spring Bank | 93 | $5.87K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 93 | $5.87K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 101 | $6.39K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 105 | $6.63K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 114 | $7.18K | 0.01% | +14+14.0% | Added |
| Cherry Tree Wealth Management, LLC | 114 | $7.19K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 129 | $7.50K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 126 | $7.95K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 129 | $8.14K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 129 | $8.14K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 146 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 144 | $9.09K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 150 | $9.46K | 0.00% | −57−27.5% | Reduced |
| Adirondack Trust Co | 150 | $9.46K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 156 | $9.84K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 159 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 159 | $10.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 162 | $10.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 170 | $10.3K | 0.00% | −170−50.0% | Reduced |
| Proequities, Inc. | 166 | $10.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 173 | $10.9K | 0.00% | +5+3.0% | Added |
| Versant Capital Management, Inc | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 180 | $11.4K | 0.00% | −9−4.8% | Reduced |
| Bruce G. Allen Investments, LLC | 182 | $11.5K | 0.01% | −12−6.2% | Reduced |
| 1832 Asset Management L.P. | 184 | $11.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 187 | $11.8K | 0.01% | +117+167.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 188 | $11.8K | 0.00% | −1,046−84.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 191 | $12.1K | 0.00% | −210−52.4% | Reduced |
| Crewe Advisors LLC | 191 | $12.1K | 0.00% | +191 | New |
| Cedar Wealth Management, LLC | 201 | $12.7K | 0.00% | +201 | New |
| Farmers & Merchants Investments Inc | 210 | $13.3K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 213 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 218 | $13.7K | 0.00% | +38+21.1% | Added |
| Riverview Trust Co | 246 | $15.5K | 0.01% | +246 | New |
| Arrow Financial Corp | 250 | $15.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 250 | $15.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 266 | $17.0K | 0.00% | +139+109.4% | Added |
| MV Capital Management, Inc. | 274 | $17.3K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 276 | $17.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 290 | $18.0K | 0.01% | −5−1.7% | Reduced |
| Northwest Investment Counselors, LLC | 294 | $18.6K | 0.00% | +294 | New |
| Oakworth Capital, Inc. | 296 | $18.7K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 299 | $18.9K | 0.01% | +204+214.7% | Added |
| SJS Investment Consulting Inc. | 301 | $19.0K | 0.00% | +275+1,057.7% | Added |
| TD Waterhouse Canada Inc. | 466 | $19.3K | 0.00% | −89−16.0% | Reduced |
| Compass Wealth Management LLC | 315 | $19.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 317 | $20.0K | 0.00% | +287+956.7% | Added |
| MCF Advisors LLC | 326 | $20.6K | 0.00% | +5+1.6% | Added |
| EverSource Wealth Advisors, LLC | 354 | $21.2K | 0.00% | +72+25.5% | Added |
| Larson Financial Group LLC | 355 | $22.4K | 0.00% | +314+765.9% | Added |
| Tucker Asset Management LLC | 421 | $26.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 426 | $26.9K | 0.00% | +201+89.3% | Added |
| Eagle Bay Advisors LLC | 445 | $28.1K | 0.02% | −125−21.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 498 | $31.4K | 0.00% | +470+1,678.6% | Added |
| Bellevue Asset Management, LLC | 504 | $31.8K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 511 | $32.2K | 0.02% | −21−3.9% | Reduced |
| Federated Hermes, Inc. | 524 | $33.1K | 0.00% | −2,181−80.6% | Reduced |
| Mango Five Family, Inc. | 525 | $33.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 562 | $35.5K | 0.00% | +562 | New |
| Rothschild Investment LLC | 580 | $36.6K | 0.00% | +20+3.6% | Added |