| Financial Management Professionals, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Hallmark Capital Management Inc | 1 | $44 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $157 | 0.00% | −707−99.6% | Reduced |
| Sofos Investments, Inc. | 3 | $180 | 0.00% | −18−85.7% | Reduced |
| Valued Wealth Advisors LLC | 4 | $183 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 4 | $209 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 4 | $210 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 6 | $314 | 0.00% | +3+100.0% | Added |
| TFC Financial Management | 8 | $419 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $419 | 0.00% | +1+14.3% | Added |
| Retirement Group, LLC | 10 | $524 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 19 | $994 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 19 | $995 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| Aspire Private Capital, LLC | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.05K | 0.00% | +20 | New |
| Bangor Savings Bank | 23 | $1.21K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 23 | $1.21K | 0.00% | +23 | New |
| Sandy Spring Bank | 24 | $1.26K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $1.26K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 24 | $1.27K | 0.00% | −45−65.2% | Reduced |
| Dunhill Financial, LLC | 24 | $1.27K | 0.00% | +24 | New |
| Hollencrest Capital Management | 26 | $1.36K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $1.41K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 28 | $1.48K | 0.00% | +28 | New |
| Nemes Rush Group LLC | 29 | $1.52K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $1.57K | 0.00% | +30 | New |
| Plante Moran Financial Advisors, LLC | 33 | $1.73K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 33 | $1.73K | 0.00% | +33 | New |
| DiNuzzo Private Wealth, Inc. | 36 | $1.89K | 0.00% | +36 | New |
| City State Bank | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 45 | $2.00K | 0.00% | +45 | New |
| Assetmark, Inc | 39 | $2.04K | 0.00% | +18+85.7% | Added |
| Baystate Wealth Management LLC | 39 | $2.09K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $2.10K | 0.00% | +40 | New |
| SYSTM Wealth Solutions LLC | 42 | $2.20K | 0.00% | +42 | New |
| First Manhattan Co | 46 | $2.41K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $2.46K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 57 | $2.99K | 0.00% | +6+11.8% | Added |
| Wetzel Investment Advisors, Inc. | 55 | $3.00K | 0.00% | +55 | New |
| Versant Capital Management, Inc | 63 | $3.30K | 0.00% | +16+34.0% | Added |
| Beacon Capital Management, LLC | 80 | $3.65K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 70 | $3.67K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 70 | $3.67K | 0.00% | +10+16.7% | Added |
| Washington Trust Advisors, Inc. | 75 | $3.95K | 0.00% | −13−14.8% | Reduced |
| Washington Trust Co | 76 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 76 | $3.98K | 0.00% | −12−13.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 80 | $4.00K | 0.00% | +50+166.7% | Added |
| Pacific Center for Financial Services | 80 | $4.19K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 80 | $4.19K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 80 | $4.19K | 0.00% | +80 | New |
| Financial Perspectives, Inc | 95 | $4.97K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $5.24K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 104 | $5.45K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 104 | $5.45K | 0.00% | +1+1.0% | Added |
| Estabrook Capital Management | 107 | $5.60K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 108 | $5.66K | 0.00% | −2−1.8% | Reduced |
| GW&K Investment Management, LLC | 123 | $6.00K | 0.00% | −5−3.9% | Reduced |
| Fortitude Family Office, LLC | 116 | $6.08K | 0.00% | +116 | New |
| Bokf, NA | 120 | $6.28K | 0.00% | +120 | New |
| Private Trust Co NA | 121 | $6.34K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 147 | $7.69K | 0.00% | −27−15.5% | Reduced |
| Smithfield Trust Co | 155 | $8.00K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 162 | $8.48K | 0.01% | +162 | New |
| Principal Securities, Inc. | 171 | $8.96K | 0.00% | +171 | New |
| JFS Wealth Advisors, LLC | 172 | $9.01K | 0.00% | +16+10.3% | Added |
| Kelly Financial Services LLC | 173 | $9.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 174 | $9.11K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 178 | $9.32K | 0.00% | +122+217.9% | Added |
| Bogart Wealth, LLC | 179 | $9.37K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 180 | $9.43K | 0.00% | −145−44.6% | Reduced |
| Northwest Capital Management Inc | 180 | $9.43K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 181 | $9.48K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 195 | $10.2K | 0.01% | +195 | New |
| Advisors Asset Management, Inc. | 196 | $10.3K | 0.00% | +196 | New |
| Geneos Wealth Management Inc. | 200 | $10.5K | 0.00% | −36−15.3% | Reduced |
| Larson Financial Group LLC | 208 | $10.9K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 236 | $12.4K | 0.00% | −3,038−92.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 238 | $12.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 241 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 309 | $13.0K | 0.00% | +155+100.6% | Added |
| Y.D. More Investments Ltd | 250 | $13.1K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 269 | $14.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 270 | $14.1K | 0.00% | +235+671.4% | Added |
| DT Investment Partners, LLC | 249 | $14.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 286 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 288 | $15.1K | 0.01% | +288 | New |
| Turtle Creek Wealth Advisors, LLC | 299 | $15.7K | 0.00% | +299 | New |
| Tompkins Financial Corp | 300 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 300 | $15.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $15.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 313 | $16.0K | 0.01% | −1,735−84.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 316 | $16.5K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 318 | $16.7K | 0.01% | +318 | New |