| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Mendota Financial Group, LLC | 1 | $69 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 2 | $137 | 0.00% | +2 | New |
| Crewe Advisors LLC | 3 | $205 | 0.00% | −164−98.2% | Reduced |
| Fortis Group Advisors, LLC | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $208 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $274 | 0.00% | −58−93.5% | Reduced |
| Valued Wealth Advisors LLC | 4 | $274 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 4 | $278 | 0.00% | +4 | New |
| Continuum Advisory, LLC | 5 | $316 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $341 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $342 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5 | $342 | 0.00% | +5 | New |
| Bokf, NA | 6 | $399 | 0.00% | +6 | New |
| Sunbelt Securities, Inc. | 9 | $615 | 0.00% | −440−98.0% | Reduced |
| NVWM, LLC | 9 | $615 | 0.00% | −5−35.7% | Reduced |
| Riverview Trust Co | 9 | $615 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $683 | 0.00% | −98,780−100.0% | Reduced |
| TFC Financial Management | 10 | $683 | 0.00% | +2+25.0% | Added |
| Voisard Asset Management Group, Inc. | 10 | $683 | 0.00% | +10 | New |
| Strengthening Families & Communities, LLC | 12 | $819 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 12 | $819 | 0.00% | +12 | New |
| SRS Capital Advisors, Inc. | 14 | $957 | 0.00% | +10+250.0% | Added |
| Lazard Asset Management LLC | 29 | $1.00K | 0.00% | +9+45.0% | Added |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | −9−50.0% | Reduced |
| Perkins Coie Trust Co | 19 | $1.30K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $1.37K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 21 | $1.43K | 0.00% | +21 | New |
| Bangor Savings Bank | 23 | $1.57K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 23 | $1.57K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $1.64K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 26 | $1.78K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 27 | $1.84K | 0.00% | −235−89.7% | Reduced |
| Key Financial Inc | 27 | $1.84K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 29 | $1.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $2.00K | 0.00% | +2+5.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 33 | $2.25K | 0.00% | −119−78.3% | Reduced |
| Aspect Partners, LLC | 33 | $2.25K | 0.00% | 00.0% | Unchanged |
| City State Bank | 35 | $2.39K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $2.39K | 0.00% | +8+29.6% | Added |
| Golden State Equity Partners | 38 | $2.60K | 0.00% | +38 | New |
| DiNuzzo Private Wealth, Inc. | 38 | $2.60K | 0.00% | −4−9.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $2.73K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 41 | $2.80K | 0.00% | −275−87.0% | Reduced |
| Ridgewood Investments LLC | 42 | $2.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 37 | $3.00K | 0.00% | −6−14.0% | Reduced |
| Clean Yield Group | 44 | $3.00K | 0.00% | +44 | New |
| Riggs Asset Managment Co. Inc. | 47 | $3.21K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 51 | $3.48K | 0.00% | −1,518−96.7% | Reduced |
| Washington Trust Co | 51 | $3.48K | 0.00% | −25−32.9% | Reduced |
| Beacon Capital Management, LLC | 52 | $3.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 52 | $3.55K | 0.00% | −3−5.5% | Reduced |
| Frazier Financial Advisors, LLC | 53 | $3.63K | 0.00% | +53 | Added |
| Rakuten Securities, Inc. | 54 | $3.69K | 0.00% | −77−58.8% | Reduced |
| Trust Co of Vermont | 56 | $3.82K | 0.00% | +2+3.7% | Added |
| Dunhill Financial, LLC | 67 | $4.60K | 0.00% | +32+91.4% | Added |
| HM Payson & Co | 69 | $4.71K | 0.00% | +69 | New |
| Quent Capital, LLC | 71 | $4.85K | 0.00% | −215−75.2% | Reduced |
| Sachetta, LLC | 73 | $4.99K | 0.00% | +14+23.7% | Added |
| Washington Trust Advisors, Inc. | 75 | $5.15K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 80 | $5.46K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 80 | $5.46K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 84 | $5.74K | 0.00% | −779−90.3% | Reduced |
| Raleigh Capital Management Inc. | 90 | $6.15K | 0.00% | +10+12.5% | Added |
| Financial Perspectives, Inc | 95 | $6.49K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $6.83K | 0.00% | +100 | New |
| Harel Insurance Investments & Financial Services Ltd. | 106 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 103 | $7.03K | 0.00% | +79+329.2% | Added |
| Estabrook Capital Management | 107 | $7.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 109 | $7.44K | 0.00% | +46+73.0% | Added |
| Abound Wealth Management | 112 | $7.65K | 0.00% | +9+8.7% | Added |
| Hemington Wealth Management | 133 | $8.00K | 0.00% | +133 | New |
| Bell Investment Advisors, Inc | 124 | $8.47K | 0.00% | +19+18.1% | Added |
| Raffa Wealth Management, LLC | 129 | $8.81K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 140 | $9.56K | 0.00% | −173−55.3% | Reduced |
| Erste Asset Management GmbH | 143 | $9.77K | 0.00% | +143 | New |
| GW&K Investment Management, LLC | 152 | $10.0K | 0.00% | −3−1.9% | Reduced |
| Coastline Trust Co | 150 | $10.2K | 0.00% | +150 | New |
| AdvisorNet Financial, Inc | 151 | $10.3K | 0.00% | −2−1.3% | Reduced |
| LRI Investments, LLC | 165 | $10.4K | 0.00% | −46−21.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 155 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 172 | $11.7K | 0.00% | −141−45.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 175 | $12.0K | 0.01% | +175 | New |
| JFS Wealth Advisors, LLC | 178 | $12.2K | 0.00% | +6+3.5% | Added |
| Bogart Wealth, LLC | 179 | $12.2K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 200 | $13.7K | 0.00% | −100−33.3% | Reduced |
| Ashton Thomas Securities, LLC | 208 | $14.2K | 0.00% | +208 | New |
| McIlrath & Eck, LLC | 220 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 237 | $16.2K | 0.00% | −27−10.2% | Reduced |
| Byrne Asset Management LLC | 240 | $16.4K | 0.01% | +172+252.9% | Added |
| Prestige Wealth Management Group LLC | 241 | $16.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 256 | $17.0K | 0.01% | −446−63.5% | Reduced |
| DT Investment Partners, LLC | 249 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 278 | $19.0K | 0.00% | −20−6.7% | Reduced |
| Catalyst Capital Advisors LLC | 279 | $19.1K | 0.00% | +279 | New |
| Private Wealth Management Group, LLC | 299 | $20.4K | 0.01% | +10+3.5% | Added |
| Bellevue Asset Management, LLC | 300 | $20.5K | 0.01% | 00.0% | Unchanged |