| Retirement Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 3 | $608 | 0.00% | +3 | New |
| Schubert & Co | 4 | $1.00K | 0.00% | −6−60.0% | Reduced |
| Jones Financial Companies LLLP | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 4 | $1.00K | 0.00% | +4 | New |
| HWG Holdings LP | 3 | $1.00K | 0.00% | +3 | New |
| Investors Research Corp | 6 | $1.00K | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 8 | $2.00K | 0.00% | +8 | New |
| American National Bank | 8 | $2.00K | 0.00% | +8 | New |
| Community Bank, N.A. | 9 | $2.00K | 0.00% | +9 | New |
| Absolute Capital Management, LLC | 11 | $2.33K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 12 | $2.53K | 0.00% | −6−33.3% | Reduced |
| Sutton Wealth Advisors Inc. | 14 | $2.95K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $3.00K | 0.00% | −10−43.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 15 | $3.00K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $3.00K | 0.00% | +3+33.3% | Added |
| Capital Advisors, Ltd. LLC | 13 | $3.00K | 0.00% | +8+160.0% | Added |
| Beacon Capital Management, LLC | 15 | $3.00K | 0.00% | +10+200.0% | Added |
| Howe & Rusling Inc | 20 | $4.00K | 0.00% | −4−16.7% | Reduced |
| Harbour Investments, Inc. | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 17 | $4.00K | 0.00% | +2+13.3% | Added |
| Stephens Consulting, LLC | 23 | $4.84K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 22 | $5.00K | 0.00% | −188−89.5% | Reduced |
| NVWM, LLC | 25 | $5.00K | 0.00% | −25−50.0% | Reduced |
| City Holding Co | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 26 | $5.48K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 29 | $6.00K | 0.00% | −46−61.3% | Reduced |
| Professional Financial Advisors, LLC | 27 | $6.00K | 0.00% | −34−55.7% | Reduced |
| Tradewinds Capital Management, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 30 | $6.00K | 0.00% | +30 | New |
| Barrett & Company, Inc. | 50 | $6.43K | 0.00% | +50 | New |
| Gordian Capital Singapore Pte Ltd | 31 | $7.00K | 0.01% | −370−92.3% | Reduced |
| Ronald Blue Trust, Inc. | 38 | $7.00K | 0.00% | −84−68.9% | Reduced |
| Parkside Financial Bank & Trust | 34 | $7.00K | 0.00% | −24−41.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 40 | $8.00K | 0.00% | −139−77.7% | Reduced |
| Creative Financial Designs Inc | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 43 | $9.00K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 45 | $9.00K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 44 | $9.00K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 45 | $9.00K | 0.02% | +45 | New |
| Washington Trust Co | 48 | $10.0K | 0.00% | −43−47.3% | Reduced |
| Allworth Financial LP | 46 | $10.0K | 0.00% | +5+12.2% | Added |
| Rise Advisors, LLC | 54 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cowa, LLC | 50 | $11.0K | 0.01% | +50 | New |
| Twin Lakes Capital Management, LLC | 50 | $11.0K | 0.01% | +50 | New |
| Clearstead Advisors, LLC | 63 | $13.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 61 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $13.0K | 0.00% | +5+8.9% | Added |
| Wolff Wiese Magana LLC | 66 | $14.0K | 0.01% | −3−4.3% | Reduced |
| Bell Investment Advisors, Inc | 67 | $14.0K | 0.00% | +19+39.6% | Added |
| Neo Ivy Capital Management | 66 | $14.0K | 0.04% | +28+73.7% | Added |
| Standard Family Office LLC | 75 | $16.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 81 | $17.0K | 0.02% | +58+252.2% | Added |
| Smithfield Trust Co | 96 | $19.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 90 | $19.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 95 | $19.0K | 0.00% | +28+41.8% | Added |
| Meeder Asset Management Inc | 97 | $20.0K | 0.00% | −16−14.2% | Reduced |
| CVA Family Office, LLC | 95 | $20.0K | 0.01% | +90+1,800.0% | Added |
| Adirondack Trust Co | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 102 | $21.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 100 | $21.0K | 0.01% | +100 | New |
| Baystate Wealth Management LLC | 107 | $23.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 116 | $24.0K | 0.00% | +3+2.7% | Added |
| Rosenberg Matthew Hamilton | 124 | $26.0K | 0.01% | +124 | New |
| Whittier Trust Co of Nevada Inc | 129 | $27.0K | 0.00% | −166−56.3% | Reduced |
| Financial Connections Group, Inc. | 135 | $28.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 141 | $30.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 143 | $30.0K | 0.00% | +21+17.2% | Added |
| Covington Capital Management | 147 | $31.0K | 0.00% | +22+17.6% | Added |
| Kelly Financial Services LLC | 161 | $33.9K | 0.02% | −18−10.1% | Reduced |
| BerganKDV Wealth Management, LLC | 160 | $34.0K | 0.00% | −8−4.8% | Reduced |
| Hall Laurie J Trustee | 165 | $35.0K | 0.02% | 00.0% | Unchanged |