| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| ORG Partners LLC | 1 | $583 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $584 | 0.00% | −2−66.7% | Reduced |
| Delta Asset Management LLC | 1 | $584 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1 | $584 | 0.00% | +1 | New |
| Grove Bank & Trust | 1 | $584 | 0.00% | +1 | New |
| Montag A & Associates Inc | 2 | $1.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $1.17K | 0.00% | −90−97.8% | Reduced |
| NVWM, LLC | 2 | $1.17K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2 | $1.17K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $1.17K | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $1.17K | 0.00% | +1+100.0% | Added |
| Carolinas Wealth Consulting LLC | 3 | $1.47K | 0.00% | +1+50.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.75K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $1.75K | 0.00% | +1+50.0% | Added |
| True Wealth Design, LLC | 3 | $1.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $2.00K | 0.00% | +2+100.0% | Added |
| Avion Wealth | 5 | $2.00K | 0.00% | +2+66.7% | Added |
| Toth Financial Advisory Corp | 4 | $2.33K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $2.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $2.33K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $2.92K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $2.92K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 5 | $2.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $2.92K | 0.00% | +2+66.7% | Added |
| Johnson Financial Group, Inc. | 5 | $2.92K | 0.00% | +5 | New |
| Concord Wealth Partners | 5 | $2.92K | 0.00% | +5 | New |
| TSFG, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6 | $3.50K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $3.50K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $3.50K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 6 | $3.50K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $3.50K | 0.00% | +1+20.0% | Added |
| Bruce G. Allen Investments, LLC | 7 | $4.09K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $4.09K | 0.00% | +7 | New |
| Sachetta, LLC | 7 | $4.09K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 7 | $4.09K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $4.80K | 0.00% | +4+100.0% | Added |
| Financial Management Professionals, Inc. | 9 | $5.00K | 0.00% | +9 | New |
| Mendota Financial Group, LLC | 9 | $5.25K | 0.00% | +9 | New |
| Zions Bancorporation, N.A. | 10 | $5.84K | 0.00% | −1−9.1% | Reduced |
| Eastern Bank | 10 | $5.84K | 0.00% | +10 | New |
| Carolina Wealth Advisors, LLC | 10 | $5.84K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 11 | $6.42K | 0.00% | −1−8.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 11 | $6.42K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 13 | $7.59K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $8.17K | 0.00% | −210−93.8% | Reduced |
| Brown Brothers Harriman & Co | 14 | $8.17K | 0.00% | +14 | New |
| VitalStone Financial, LLC | 14 | $8.17K | 0.01% | +14 | New |
| Jamison Private Wealth Management, Inc. | 14 | $8.17K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 14 | $8.17K | 0.00% | +1+7.7% | Added |
| JFS Wealth Advisors, LLC | 15 | $8.76K | 0.00% | +3+25.0% | Added |
| Truvestments Capital LLC | 17 | $9.92K | 0.00% | +17 | New |
| FinTrust Capital Advisors, LLC | 17 | $9.92K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $11.7K | 0.01% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 21 | $12.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $12.8K | 0.01% | +22 | New |
| West Branch Capital LLC | 24 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 27 | $15.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 27 | $15.8K | 0.00% | +15+125.0% | Added |
| CKW Financial Group | 28 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $16.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $16.3K | 0.00% | −2−6.7% | Reduced |
| Rise Advisors, LLC | 29 | $16.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 29 | $16.9K | 0.00% | +3+11.5% | Added |
| FWL Investment Management, LLC | 30 | $17.5K | 0.01% | +30 | New |
| Financial Network Wealth Advisors LLC | 32 | $18.7K | 0.02% | −10−23.8% | Reduced |
| Geneos Wealth Management Inc. | 32 | $18.7K | 0.00% | +32 | New |
| Beacon Capital Management, LLC | 33 | $19.3K | 0.00% | +10+43.5% | Added |
| Ancora Advisors, LLC | 34 | $19.8K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 34 | $19.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 33 | $20.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 33 | $20.3K | 0.00% | +6+22.2% | Added |
| Creekmur Asset Management LLC | 35 | $20.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $23.3K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $24.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 44 | $25.7K | 0.00% | −59−57.3% | Reduced |
| Fortitude Family Office, LLC | 46 | $26.9K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 46 | $26.9K | 0.01% | +46 | New |
| LGT Financial Advisors LLC | 47 | $27.4K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 48 | $28.0K | 0.00% | +48 | New |
| Independence Bank of Kentucky | 50 | $29.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $29.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 50 | $29.2K | 0.00% | +1+2.0% | Added |
| Smithfield Trust Co | 54 | $32.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 55 | $32.1K | 0.00% | −14−20.3% | Reduced |
| MV Capital Management, Inc. | 55 | $32.1K | 0.00% | +1+1.9% | Added |
| Private Trust Co NA | 56 | $32.7K | 0.00% | −9−13.8% | Reduced |
| Versant Capital Management, Inc | 58 | $33.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 59 | $34.4K | 0.00% | +11+22.9% | Added |
| Bangor Savings Bank | 63 | $36.8K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 64 | $37.4K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 74 | $43.0K | 0.03% | −668−90.0% | Reduced |
| Colonial Trust Co | 84 | $48.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 84 | $49.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 93 | $56.0K | 0.02% | +93 | New |