| TD Ameritrade Investment Management, LLC | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Asset Dedication, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | −2−28.6% | Reduced |
| Strengthening Families & Communities, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 18,141 | $0 | 0.00% | +18,141 | New |
| Proequities, Inc. | 1 | $40 | 0.00% | 00.0% | Unchanged |
| American National Bank | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 1 | $40 | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 1 | $40 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2 | $79 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $81 | 0.00% | +1+100.0% | Added |
| New Millennium Group LLC | 3 | $121 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3 | $121 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $122 | 0.00% | +3 | New |
| HighMark Wealth Management LLC | 4 | $165 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $202 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 5 | $202 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $203 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $203 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 5 | $203 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $203 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $204 | 0.00% | +5 | New |
| West Branch Capital LLC | 6 | $243 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 6 | $243 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 6 | $243 | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 6 | $243 | 0.00% | +6 | New |
| Baystate Wealth Management LLC | 6 | $247 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $283 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $324 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 8 | $324 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7 | $341 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 9 | $364 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9 | $364 | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 9 | $364 | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 9 | $370 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $405 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 10 | $405 | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $405 | 0.00% | +3+42.9% | Added |
| Column Capital Advisors, LLC | 11 | $445 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11 | $445 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $485 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 12 | $485 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 12 | $485 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $526 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 14 | $566 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14 | $566 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 14 | $566 | 0.00% | +13+1,300.0% | Added |
| Johnson Midwest Financial, LLC | 15 | $607 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 15 | $617 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 17 | $688 | 0.00% | −10−37.0% | Reduced |
| South State Corp. | 17 | $688 | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 18 | $728 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18 | $729 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 20 | $809 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 21 | $849 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $890 | 0.00% | −154−87.5% | Reduced |
| Financial Perspectives, Inc | 22 | $890 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 24 | $971 | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 42 | $1.07K | 0.00% | +42 | New |
| GWM Advisors LLC | 27 | $1.09K | 0.00% | −195−87.8% | Reduced |
| Cambridge Trust Co | 27 | $1.09K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 27 | $1.09K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 27 | $1.09K | 0.00% | +27 | New |
| Lee Financial Co | 27 | $1.09K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 27 | $1.11K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $1.17K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 29 | $1.17K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 30 | $1.21K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 33 | $1.33K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 34 | $1.38K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 36 | $1.46K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 36 | $1.46K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 37 | $1.50K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 38 | $1.54K | 0.00% | +1+2.7% | Added |
| IFP Advisors, Inc | 81 | $1.62K | 0.00% | +1+1.3% | Added |
| Paladin Advisory Group, LLC | 41 | $1.64K | 0.00% | +1+2.5% | Added |
| HHM Wealth Advisors, LLC | 41 | $1.66K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 41 | $1.66K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 43 | $1.74K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 43 | $1.74K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 44 | $1.78K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 45 | $1.82K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 45 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $1.82K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 46 | $1.86K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 48 | $2.00K | 0.00% | −35−42.2% | Reduced |
| Hantz Financial Services, Inc. | 39 | $2.00K | 0.00% | −6−13.3% | Reduced |
| First Horizon Advisors, Inc. | 51 | $2.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $2.06K | 0.00% | +2+4.1% | Added |