| Avion Wealth | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Main Street Group, LTD | 1 | $383 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $387 | 0.00% | −134−99.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $387 | 0.00% | +1 | New |
| Prestige Wealth Management Group LLC | 1 | $388 | 0.00% | −10−90.9% | Reduced |
| Opal Wealth Advisors, LLC | 1 | $388 | 0.00% | −1−50.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $388 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $388 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $776 | 0.00% | −1−33.3% | Reduced |
| Creative Financial Designs Inc | 2 | $776 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2 | $776 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $776 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $776 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $776 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $776 | 0.00% | +1+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 2 | $776 | 0.00% | +2 | New |
| MCF Advisors LLC | 2 | $776 | 0.00% | +2 | New |
| Penserra Capital Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 3 | $1.16K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $1.55K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4 | $1.55K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $1.55K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $1.70K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 5 | $1.88K | 0.00% | +1+25.0% | Added |
| Carolinas Wealth Consulting LLC | 6 | $2.08K | 0.00% | +1+20.0% | Added |
| Baldwin Brothers Inc | 6 | $2.33K | 0.00% | +6 | New |
| TFC Financial Management | 7 | $2.72K | 0.00% | −6−46.2% | Reduced |
| VisionPoint Advisory Group, LLC | 7 | $2.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7 | $2.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $2.72K | 0.00% | +1+16.7% | Added |
| Kelly Lawrence W & Associates Inc | 8 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $3.10K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 8 | $3.27K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 9 | $3.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $3.49K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 9 | $3.49K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 9 | $3.60K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12 | $4.63K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $4.66K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 12 | $4.66K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 12 | $4.66K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $5.04K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 13 | $5.04K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 13 | $5.04K | 0.00% | +13 | New |
| Caldwell Trust Co | 14 | $5.43K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 15 | $5.82K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $5.82K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $6.00K | 0.00% | −9−36.0% | Reduced |
| Pacific Center for Financial Services | 16 | $6.21K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 17 | $6.60K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 18 | $7.04K | 0.00% | +2+12.5% | Added |
| GW&K Investment Management, LLC | 20 | $8.00K | 0.00% | +1+5.3% | Added |
| St Germain D J Co Inc | 21 | $8.15K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 21 | $8.15K | 0.00% | +21 | New |
| SYSTM Wealth Solutions LLC | 22 | $8.54K | 0.00% | −87−79.8% | Reduced |
| MV Capital Management, Inc. | 23 | $8.92K | 0.00% | −9−28.1% | Reduced |
| Valley National Advisers Inc | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25 | $9.70K | 0.00% | +25 | New |
| Quent Capital, LLC | 25 | $9.70K | 0.00% | −29−53.7% | Reduced |
| Exchange Traded Concepts, LLC | 25 | $9.70K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 29 | $11.3K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 30 | $11.6K | 0.00% | +2+7.1% | Added |
| First Horizon Advisors, Inc. | 31 | $12.0K | 0.00% | −59−65.6% | Reduced |
| Smartleaf Asset Management LLC | 33 | $12.8K | 0.00% | +12+57.1% | Added |
| JJJ Advisors Inc. | 33 | $12.8K | 0.00% | +2+6.5% | Added |
| Operose Advisors LLC | 34 | $13.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 36 | $14.0K | 0.01% | −417−92.1% | Reduced |
| Peoples Financial Services Corp. | 37 | $14.4K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 37 | $14.5K | 0.01% | +37 | New |
| Umb Bank N A | 40 | $15.5K | 0.00% | +38+1,900.0% | Added |
| Trust Co of Vermont | 42 | $16.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 46 | $17.8K | 0.00% | +10+27.8% | Added |
| Abound Wealth Management | 48 | $18.8K | 0.01% | +1+2.1% | Added |
| Rise Advisors, LLC | 49 | $19.0K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 50 | $19.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $19.4K | 0.00% | +20+66.7% | Added |
| SRS Capital Advisors, Inc. | 52 | $20.2K | 0.00% | +8+18.2% | Added |
| C M Bidwell & Associates Ltd | 53 | $20.6K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 53 | $21.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 53 | $21.0K | 0.01% | +53 | New |
| Smithfield Trust Co | 59 | $22.0K | 0.00% | +1+1.7% | Added |
| Fairscale Capital, LLC | 57 | $23.0K | 0.02% | +57 | New |
| Bruce G. Allen Investments, LLC | 61 | $23.7K | 0.02% | +7+13.0% | Added |
| Harbour Investments, Inc. | 67 | $26.0K | 0.00% | −109−61.9% | Reduced |
| AdvisorNet Financial, Inc | 67 | $26.0K | 0.00% | −9−11.8% | Reduced |
| Cedar Mountain Advisors, LLC | 68 | $26.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 71 | $27.5K | 0.00% | +1+1.4% | Added |
| Huntington National Bank | 71 | $27.5K | 0.00% | +9+14.5% | Added |
| American National Bank | 72 | $27.9K | 0.00% | +72 | New |
| Innealta Capital, LLC | 73 | $28.3K | 0.01% | +73 | New |
| Parkside Financial Bank & Trust | 74 | $28.7K | 0.00% | −20−21.3% | Reduced |
| Tortoise Investment Management, LLC | 74 | $28.7K | 0.00% | +24+48.0% | Added |
| Barrett & Company, Inc. | 75 | $29.1K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 75 | $29.1K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 82 | $31.0K | 0.00% | −7−7.9% | Reduced |
| Central Trust Co | 84 | $32.6K | 0.00% | −25−22.9% | Reduced |
| Crewe Advisors LLC | 88 | $34.1K | 0.00% | +67+319.0% | Added |
| IFP Advisors, Inc | 90 | $34.9K | 0.00% | +21+30.4% | Added |