| First Command Advisory Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 25,232 | $88 | 0.00% | +25,232 | New |
| Sofos Investments, Inc. | 0 | $117 | 0.00% | 0 | New |
| First Horizon Advisors, Inc. | 1 | $290 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1 | $290 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $290 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1 | $290 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 1 | $313 | 0.00% | −1−50.0% | Reduced |
| Horizon Financial Services, LLC | 2 | $580 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 2 | $581 | 0.00% | +2 | New |
| NVWM, LLC | 3 | $870 | 0.00% | +3 | New |
| DHJJ Financial Advisors, Ltd. | 3 | $871 | 0.00% | 00.0% | Unchanged |
| City State Bank | 5 | $1.00K | 0.00% | +5 | New |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Key Financial Inc | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 5 | $1.45K | 0.00% | −48−90.6% | Reduced |
| Versant Capital Management, Inc | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 7 | $2.03K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $2.03K | 0.00% | +1+16.7% | Added |
| SRS Capital Advisors, Inc. | 7 | $2.06K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $2.61K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 9 | $2.61K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 10 | $2.90K | 0.00% | −10−50.0% | Reduced |
| MCF Advisors LLC | 10 | $2.90K | 0.00% | +2+25.0% | Added |
| First Pacific Financial | 10 | $2.90K | 0.00% | +10 | New |
| Avion Wealth | 10 | $3.00K | 0.00% | +4+66.7% | Added |
| Cornerstone Planning Group LLC | 12 | $3.19K | 0.00% | +3+33.3% | Added |
| Glen Eagle Advisors, LLC | 12 | $3.48K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 12 | $3.48K | 0.00% | +12 | New |
| Red Tortoise LLC | 13 | $3.77K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $3.77K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 13 | $3.77K | 0.00% | +13 | New |
| Dunhill Financial, LLC | 14 | $4.07K | 0.00% | +3+27.3% | Added |
| Sachetta, LLC | 14 | $4.27K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15 | $4.35K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 17 | $4.93K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $4.93K | 0.00% | +17 | New |
| Union Savings Bank | 20 | $5.80K | 0.00% | +20 | New |
| DT Investment Partners, LLC | 20 | $5.80K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $6.00K | 0.00% | +5+33.3% | Added |
| Washington Trust Advisors, Inc. | 22 | $6.38K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 24 | $7.05K | 0.00% | −11−31.4% | Reduced |
| Hoese & Co LLP | 25 | $7.10K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25 | $7.25K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 26 | $7.54K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $7.61K | 0.00% | +2+8.3% | Added |
| Manitou Investment Management Ltd. | 27 | $7.83K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 27 | $7.83K | 0.00% | +15+125.0% | Added |
| Raleigh Capital Management Inc. | 28 | $8.12K | 0.00% | +23+460.0% | Added |
| ClariVest Asset Management LLC | 29 | $8.41K | 0.00% | +4+16.0% | Added |
| Arlington Trust Co LLC | 31 | $8.99K | 0.00% | −7−18.4% | Reduced |
| West Paces Advisors Inc. | 31 | $8.99K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 33 | $9.53K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 33 | $9.57K | 0.00% | −34−50.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $9.57K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 34 | $9.96K | 0.00% | +23+209.1% | Added |
| DecisionPoint Financial, LLC | 39 | $10.1K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 35 | $10.2K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 35 | $10.2K | 0.01% | +35 | New |
| Atlantic Edge Private Wealth Management, LLC | 35 | $10.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 37 | $10.6K | 0.01% | +1+2.8% | Added |
| Fortitude Family Office, LLC | 37 | $10.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 39 | $11.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 39 | $11.3K | 0.00% | −11−22.0% | Reduced |
| Investors Research Corp | 41 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 43 | $12.5K | 0.00% | −193−81.8% | Reduced |
| Asset Dedication, LLC | 45 | $13.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 46 | $13.0K | 0.00% | +42+1,050.0% | Added |
| Brown Brothers Harriman & Co | 47 | $13.6K | 0.00% | −38−44.7% | Reduced |
| Paloma Partners Management Co | 47 | $13.6K | 0.00% | +47 | New |
| Heritage Wealth Advisors | 48 | $14.0K | 0.00% | +48 | New |
| Caldwell Trust Co | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 50 | $14.5K | 0.00% | +50 | New |
| Beacon Capital Management, LLC | 51 | $14.8K | 0.00% | −24−32.0% | Reduced |
| NBC Securities, Inc. | 53 | $15.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 50 | $15.0K | 0.00% | −1−2.0% | Reduced |
| Bell Investment Advisors, Inc | 55 | $16.0K | 0.00% | +2+3.8% | Added |
| Legacy Bridge, LLC | 59 | $17.1K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $17.4K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 61 | $17.6K | 0.01% | +1+1.7% | Added |
| New Covenant Trust Company, N.A. | 61 | $17.7K | 0.02% | +61 | New |
| J.Safra Asset Management Corp | 65 | $18.9K | 0.00% | +57+712.5% | Added |
| GPS Wealth Strategies Group, LLC | 68 | $19.9K | 0.00% | +30+78.9% | Added |
| Valley National Advisers Inc | 72 | $20.0K | 0.00% | −523−87.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 71 | $20.6K | 0.01% | +12+20.3% | Added |
| Tidemark, LLC | 71 | $20.7K | 0.01% | +67+1,675.0% | Added |
| MV Capital Management, Inc. | 73 | $21.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 77 | $22.3K | 0.02% | +34+79.1% | Added |
| Zions Bancorporation, N.A. | 80 | $23.2K | 0.00% | −6−7.0% | Reduced |
| Winch Advisory Services, LLC | 85 | $24.6K | 0.01% | +1+1.2% | Added |
| TCTC Holdings, LLC | 86 | $24.9K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $26.1K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 96 | $27.8K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 92 | $28.0K | 0.00% | 00.0% | Unchanged |
