| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $113 | 0.00% | +1 | New |
| Laurel Wealth Advisors LLC | 3 | $338 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $338 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $338 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $338 | 0.00% | +3 | New |
| Semmax Financial Advisors Inc. | 4 | $447 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4 | $456 | 0.00% | +4 | New |
| Gradient Investments LLC | 5 | $563 | 0.00% | −4−44.4% | Reduced |
| Harbour Investments, Inc. | 5 | $563 | 0.00% | −3−37.5% | Reduced |
| Valued Wealth Advisors LLC | 7 | $669 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 8 | $872 | 0.00% | +8 | New |
| Nalls Sherbakoff Group, LLC | 8 | $901 | 0.00% | −7−46.7% | Reduced |
| Tfo-TDC, LLC | 8 | $901 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 8 | $901 | 0.00% | +8 | New |
| Harvest Fund Management Co., Ltd | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | +7+140.0% | Added |
| FSA Wealth Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| Baystate Wealth Management LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 10 | $1.13K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $1.13K | 0.00% | −3−23.1% | Reduced |
| Cordant, Inc. | 10 | $1.13K | 0.00% | +10 | New |
| Mendota Financial Group, LLC | 10 | $1.13K | 0.00% | +10 | New |
| Sandy Spring Bank | 12 | $1.35K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.35K | 0.00% | +12 | New |
| Zions Bancorporation, N.A. | 14 | $1.58K | 0.00% | +4+40.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $1.81K | 0.00% | +7+77.8% | Added |
| Castleview Partners, LLC | 17 | $1.91K | 0.00% | +17 | New |
| Thompson Siegel & Walmsley LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Long Island Wealth Management, Inc. | 19 | $2.00K | 0.00% | +19 | New |
| Laffer Tengler Investments | 18 | $2.03K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $2.03K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 18 | $2.03K | 0.00% | +18 | New |
| Manchester Capital Management LLC | 19 | $2.14K | 0.00% | +19 | New |
| MCF Advisors LLC | 20 | $2.25K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 20 | $2.25K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 21 | $2.37K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 22 | $2.48K | 0.00% | −18−45.0% | Reduced |
| Larson Financial Group LLC | 23 | $2.59K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 24 | $2.70K | 0.00% | −143−85.6% | Reduced |
| Rothschild Investment LLC | 24 | $2.70K | 0.00% | +24 | New |
| Hartford Financial Management Inc. | 25 | $2.82K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $3.15K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 30 | $3.38K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 35 | $3.69K | 0.00% | +15+75.0% | Added |
| Venturi Wealth Management, LLC | 34 | $3.83K | 0.00% | +34 | New |
| Toth Financial Advisory Corp | 35 | $3.94K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 44 | $3.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 36 | $4.05K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 37 | $4.17K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 39 | $4.39K | 0.00% | +39 | New |
| Oliver Lagore Vanvalin Investment Group | 40 | $4.50K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 41 | $4.62K | 0.00% | +41 | New |
| Prestige Wealth Management Group LLC | 41 | $4.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $4.73K | 0.00% | −6−12.5% | Reduced |
| Exchange Traded Concepts, LLC | 44 | $4.96K | 0.00% | −247−84.9% | Reduced |
| South State Corp. | 49 | $5.52K | 0.00% | −32−39.5% | Reduced |
| Park Circle Co | 50 | $5.63K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 50 | $5.63K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 52 | $5.86K | 0.00% | −83−61.5% | Reduced |
| Providence Capital Advisors, LLC | 56 | $6.31K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 56 | $6.31K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 65 | $7.32K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 69 | $7.77K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 72 | $8.11K | 0.00% | +3+4.3% | Added |
| JFS Wealth Advisors, LLC | 77 | $8.67K | 0.00% | +26+51.0% | Added |
| Wetzel Investment Advisors, Inc. | 78 | $9.00K | 0.01% | +78 | New |
| Webster Bank, N. A. | 82 | $9.23K | 0.00% | −13−13.7% | Reduced |
| Cape Investment Advisory, Inc. | 87 | $9.80K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 85 | $10.0K | 0.01% | +3+3.7% | Added |
| Lazard Asset Management LLC | 89 | $10.0K | 0.00% | +14+18.7% | Added |
| TSFG, LLC | 100 | $11.0K | 0.00% | −18−15.3% | Reduced |
| First Manhattan Co | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 112 | $12.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 113 | $12.7K | 0.00% | −7−5.8% | Reduced |
| Global Retirement Partners, LLC | 126 | $12.8K | 0.00% | +8+6.8% | Added |
| Whittier Trust Co of Nevada Inc | 115 | $12.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 119 | $13.4K | 0.00% | +9+8.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 121 | $13.6K | 0.00% | +121 | New |
| Householder Group Estate & Retirement Specialist, LLC | 129 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 125 | $14.1K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 125 | $14.1K | 0.00% | +125 | New |
| Massmutual Trust Co FSB | 133 | $15.0K | 0.00% | −173−56.5% | Reduced |
| Smithfield Trust Co | 147 | $15.0K | 0.00% | −30−16.9% | Reduced |
| Tradition Wealth Management, LLC | 135 | $15.0K | 0.00% | +50+58.8% | Added |
| Signature Resources Capital Management, LLC | 136 | $15.3K | 0.01% | +136 | New |
| EverSource Wealth Advisors, LLC | 142 | $16.0K | 0.00% | +5+3.6% | Added |
| Bruce G. Allen Investments, LLC | 143 | $16.1K | 0.01% | +143 | New |
| Robbins Farley LLC | 144 | $16.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 146 | $16.4K | 0.00% | +146 | New |
| Ci Investments Inc. | 151 | $17.0K | 0.00% | 00.0% | Unchanged |