| PrairieView Partners, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1 | $46 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 2 | $93 | 0.00% | +2 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $138 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 3 | $138 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4 | $184 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $185 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 4 | $192 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5 | $230 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 5 | $230 | 0.00% | +5 | New |
| Mendota Financial Group, LLC | 5 | $231 | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 5 | $235 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 6 | $313 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 7 | $322 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 7 | $322 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $323 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $368 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $369 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $369 | 0.00% | +1+14.3% | Added |
| Manchester Capital Management LLC | 8 | $369 | 0.00% | +5+166.7% | Added |
| Proffitt & Goodson Inc | 9 | $415 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $460 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $460 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 12 | $552 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 12 | $553 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $599 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $646 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $783 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $783 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 17 | $783 | 0.00% | +17 | New |
| Northwestern Mutual Wealth Management Co | 17 | $783 | 0.00% | +17 | New |
| Westside Investment Management, Inc. | 18 | $829 | 0.00% | −50−73.5% | Reduced |
| Deseret Mutual Benefit Administrators | 19 | $875 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20 | $921 | 0.00% | +9+81.8% | Added |
| Continuum Advisory, LLC | 18 | $938 | 0.00% | −9−33.3% | Reduced |
| Bruce G. Allen Investments, LLC | 21 | $967 | 0.00% | +12+133.3% | Added |
| Hantz Financial Services, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 29 | $1.00K | 0.00% | +29 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 26 | $1.20K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 30 | $1.38K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 31 | $1.43K | 0.00% | +31 | New |
| Talon Private Wealth, LLC | 31 | $1.43K | 0.00% | +31 | New |
| CVA Family Office, LLC | 32 | $1.47K | 0.00% | −5−13.5% | Reduced |
| Peterson Financial Group, Inc. | 34 | $1.58K | 0.01% | +34 | New |
| Farmers & Merchants Investments Inc | 35 | $1.61K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $1.84K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 44 | $2.02K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 46 | $2.12K | 0.00% | +46 | New |
| Aspire Private Capital, LLC | 49 | $2.27K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $2.30K | 0.00% | −17−25.4% | Reduced |
| Grove Bank & Trust | 51 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $2.44K | 0.00% | −10−15.9% | Reduced |
| Bryn Mawr Trust Co | 53 | $2.44K | 0.00% | +53 | New |
| MCF Advisors LLC | 56 | $2.58K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 59 | $2.71K | 0.00% | +59 | New |
| Harbor Investment Advisory, LLC | 60 | $2.76K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 60 | $2.76K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 65 | $2.97K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 67 | $3.08K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 73 | $3.34K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 75 | $3.45K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 82 | $3.79K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 83 | $3.82K | 0.00% | +3+3.8% | Added |
| Strengthening Families & Communities, LLC | 85 | $3.91K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 86 | $3.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 91 | $4.00K | 0.00% | +36+65.5% | Added |
| Jones Financial Companies LLLP | 88 | $4.13K | 0.00% | +3+3.5% | Added |
| Cromwell Holdings LLC | 98 | $4.51K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 119 | $4.68K | 0.00% | +32+36.8% | Added |
| TD Private Client Wealth LLC | 104 | $4.79K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 112 | $5.16K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 129 | $5.94K | 0.00% | −4,636−97.3% | Reduced |
| Versant Capital Management, Inc | 129 | $5.94K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 122 | $6.00K | 0.00% | −80−39.6% | Reduced |
| Allworth Financial LP | 141 | $6.50K | 0.00% | −38−21.2% | Reduced |
| AdvisorNet Financial, Inc | 144 | $6.63K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 144 | $6.63K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 145 | $6.67K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 160 | $7.37K | 0.00% | +13+8.8% | Added |
| Skopos Labs, Inc. | 160 | $7.37K | 0.00% | +160 | New |
| Mather Group, LLC. | 168 | $7.73K | 0.00% | +1+0.6% | Added |
| Sunbelt Securities, Inc. | 169 | $7.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 172 | $7.92K | 0.00% | +1+0.6% | Added |
| Harbour Investments, Inc. | 182 | $8.37K | 0.00% | +31+20.5% | Added |
| Sound Income Strategies, LLC | 185 | $8.50K | 0.00% | +1+0.5% | Added |
| Harbor Capital Advisors, Inc. | 203 | $9.00K | 0.00% | +203 | New |
| TD Waterhouse Canada Inc. | 200 | $9.11K | 0.00% | −57−22.2% | Reduced |
| Wolff Wiese Magana LLC | 201 | $9.25K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 212 | $9.76K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 217 | $9.99K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 227 | $10.4K | 0.00% | +108+90.8% | Added |
| Capital Analysts, LLC | 239 | $11.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 239 | $11.0K | 0.00% | +50+26.5% | Added |
| Cape Investment Advisory, Inc. | 280 | $12.9K | 0.01% | −732−72.3% | Reduced |
| Truvestments Capital LLC | 280 | $12.9K | 0.00% | +280 | New |
| Smartleaf Asset Management LLC | 280 | $13.2K | 0.00% | +122+77.2% | Added |
| Creative Financial Designs Inc | 303 | $14.0K | 0.00% | +1+0.3% | Added |
| Rosenberg Matthew Hamilton | 322 | $14.8K | 0.00% | 00.0% | Unchanged |