| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 18 | $0 | 0.00% | +18 | New |
| TD Waterhouse Canada Inc. | 1 | $21 | 0.00% | +1 | New |
| Cranbrook Wealth Management, LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $43 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $44 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 4 | $86 | 0.00% | +2+100.0% | Added |
| Anfield Capital Management, LLC | 6 | $129 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $129 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $130 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $130 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $147 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 7 | $149 | 0.00% | +7 | New |
| Main Street Group, LTD | 7 | $151 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $151 | 0.00% | +7 | New |
| MPWM Advisory Solutions, LLC | 8 | $172 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8 | $173 | 0.00% | +8 | New |
| Kilter Group LLC | 8 | $173 | 0.00% | +8 | New |
| Front Row Advisors LLC | 12 | $258 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $269 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $323 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $323 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 20 | $408 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20 | $430 | 0.00% | −140−87.5% | Reduced |
| TD Private Client Wealth LLC | 20 | $430 | 0.00% | −7−25.9% | Reduced |
| Eastern Bank | 20 | $430 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 21 | $452 | 0.00% | −7−25.0% | Reduced |
| Medallion Wealth Advisors, LLC | 24 | $516 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 24 | $516 | 0.00% | +24 | New |
| UMA Financial Services, Inc. | 26 | $560 | 0.00% | −49−65.3% | Reduced |
| Wolff Wiese Magana LLC | 26 | $560 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 30 | $645 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 30 | $646 | 0.00% | +28+1,400.0% | Added |
| Storebrand Asset Management AS | 32 | $688 | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 33 | $710 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $753 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 41 | $882 | 0.00% | +14+51.9% | Added |
| Private Trust Co NA | 45 | $968 | 0.00% | −42−48.3% | Reduced |
| JFS Wealth Advisors, LLC | 46 | $990 | 0.00% | +17+58.6% | Added |
| Hemington Wealth Management | 49 | $1.00K | 0.00% | +41+512.5% | Added |
| CVA Family Office, LLC | 47 | $1.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $1.08K | 0.00% | +33+194.1% | Added |
| First Horizon Corp | 50 | $1.08K | 0.00% | +50 | New |
| Principal Securities, Inc. | 52 | $1.12K | 0.00% | −5−8.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 57 | $1.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 59 | $1.26K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $1.33K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 62 | $1.33K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 64 | $1.38K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 64 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 69 | $1.48K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 74 | $1.59K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 76 | $1.64K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 75 | $1.66K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 78 | $1.69K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 89 | $1.91K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 93 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 98 | $2.11K | 0.00% | −8−7.5% | Reduced |
| Bare Financial Services, Inc | 99 | $2.13K | 0.00% | −36−26.7% | Reduced |
| Country Trust Bank | 100 | $2.15K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 100 | $2.15K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 100 | $2.15K | 0.00% | +100 | New |
| Anchor Investment Management, LLC | 106 | $2.28K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 108 | $2.32K | 0.00% | −278−72.0% | Reduced |
| SOA Wealth Advisors, LLC. | 111 | $2.39K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 114 | $2.45K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 114 | $2.45K | 0.00% | +88+338.5% | Added |
| Fortis Group Advisors, LLC | 126 | $2.71K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 130 | $2.80K | 0.00% | +130 | New |
| Manchester Capital Management LLC | 134 | $2.88K | 0.00% | +6+4.7% | Added |
| Root Financial Partners, LLC | 153 | $3.29K | 0.00% | +153 | New |
| PFS Partners, LLC | 162 | $3.48K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 172 | $3.70K | 0.00% | +108+168.8% | Added |
| Massmutual Trust Co FSB | 186 | $4.00K | 0.00% | +82+78.8% | Added |
| WPG Advisers, LLC | 196 | $4.22K | 0.00% | +10+5.4% | Added |
| Bruce G. Allen Investments, LLC | 200 | $4.30K | 0.00% | −33−14.2% | Reduced |
| Costello Asset Management, INC | 200 | $4.30K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 209 | $4.50K | 0.00% | +209 | New |
| HM Payson & Co | 216 | $4.65K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 264 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 234 | $5.03K | 0.00% | +74+46.3% | Added |
| Smallwood Wealth Investment Management, LLC | 242 | $5.21K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 253 | $5.44K | 0.00% | −20,639−98.8% | Reduced |
| Huntington National Bank | 254 | $5.46K | 0.00% | +24+10.4% | Added |
| Whittier Trust Co | 266 | $5.90K | 0.00% | +266 | New |
| Webster Bank, N. A. | 292 | $6.28K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 308 | $6.59K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 316 | $6.80K | 0.00% | +192+154.8% | Added |
| Umb Bank N A | 322 | $6.93K | 0.00% | +104+47.7% | Added |
| Northwestern Mutual Wealth Management Co | 350 | $7.53K | 0.00% | +22+6.7% | Added |
| True Wealth Design, LLC | 386 | $8.30K | 0.00% | −341−46.9% | Reduced |
| Wealthspire Advisors, LLC | 402 | $8.65K | 0.00% | +402 | New |
| Rise Advisors, LLC | 413 | $8.88K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 440 | $9.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 450 | $9.68K | 0.00% | +66+17.2% | Added |
| WFA of San Diego, LLC | 452 | $9.72K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 514 | $11.1K | 0.00% | −48−8.5% | Reduced |
| Parkside Financial Bank & Trust | 545 | $11.7K | 0.00% | +82+17.7% | Added |