| Bay Harbor Wealth Management, LLC | 1 | $203 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $204 | 0.00% | +1 | New |
| TopTier Wealth Management, LLC | 1 | $204 | 0.00% | +1 | New |
| Investors Portfolio Services LLC | 2 | $398 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $407 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $408 | 0.00% | −7−77.8% | Reduced |
| Private Wealth Management Group, LLC | 2 | $408 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $408 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $408 | 0.00% | +1+100.0% | Added |
| Gilpin Wealth Management, LLC | 2 | $408 | 0.00% | +1+100.0% | Added |
| Sunbelt Securities, Inc. | 2 | $408 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $408 | 0.00% | +2 | New |
| Marquette Asset Management, LLC | 4 | $816 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $816 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $986 | 0.00% | +4+400.0% | Added |
| Simplex Trading, LLC | 5 | $1.02K | 0.00% | −1,051−99.5% | Reduced |
| Godfrey Financial Associates, Inc. | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5 | $1.02K | 0.00% | +5 | New |
| Fortitude Family Office, LLC | 6 | $1.22K | 0.00% | −121−95.3% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $1.22K | 0.00% | −3−33.3% | Reduced |
| Cornerstone Financial Management LLC | 6 | $1.22K | 0.00% | −2−25.0% | Reduced |
| SBI Securities Co., Ltd. | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 6 | $1.22K | 0.00% | +6 | New |
| Farmers & Merchants Investments Inc | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 8 | $1.63K | 0.00% | +8 | New |
| Dogwood Wealth Management LLC | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.84K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $2.00K | 0.00% | +2+18.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $2.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $2.04K | 0.00% | +8+400.0% | Added |
| MPWM Advisory Solutions, LLC | 11 | $2.24K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 11 | $2.26K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 12 | $2.55K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $3.26K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $3.56K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 18 | $3.61K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 18 | $3.67K | 0.00% | −3−14.3% | Reduced |
| Assetmark, Inc | 18 | $3.67K | 0.00% | −3−14.3% | Reduced |
| High Note Wealth, LLC | 21 | $4.28K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $4.28K | 0.00% | +1+5.0% | Added |
| Key Financial Inc | 22 | $4.49K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 23 | $4.69K | 0.00% | +1+4.5% | Added |
| Mather Group, LLC. | 26 | $5.30K | 0.00% | +26 | New |
| Oakworth Capital, Inc. | 27 | $5.51K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 27 | $5.51K | 0.00% | +10+58.8% | Added |
| Entrust Financial LLC | 27 | $5.51K | 0.00% | +8+42.1% | Added |
| Brown Brothers Harriman & Co | 30 | $6.12K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 30 | $6.12K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 34 | $6.93K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 34 | $6.93K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 46 | $9.38K | 0.00% | +46 | New |
| Golden State Wealth Management, LLC | 47 | $9.68K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 47 | $10.0K | 0.00% | +47 | New |
| Atlantic Union Bankshares Corp | 50 | $10.2K | 0.00% | +50 | New |
| Private Wealth Asset Management, LLC | 53 | $10.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 54 | $11.0K | 0.00% | +4+8.0% | Added |
| Root Financial Partners, LLC | 56 | $11.4K | 0.00% | +12+27.3% | Added |
| Bartlett & Co. Wealth Management LLC | 57 | $11.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 67 | $13.7K | 0.00% | +24+55.8% | Added |
| Farther Finance Advisors, LLC | 68 | $14.0K | 0.00% | −10−12.8% | Reduced |
| UMA Financial Services, Inc. | 70 | $14.3K | 0.00% | +9+14.8% | Added |
| SRS Capital Advisors, Inc. | 71 | $14.5K | 0.00% | −172−70.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 72 | $14.7K | 0.00% | −328−82.0% | Reduced |
| Ancora Advisors, LLC | 72 | $14.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 72 | $14.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 79 | $16.1K | 0.00% | +2+2.6% | Added |
| Basecamp Wealth Advisors LLC | 83 | $16.9K | 0.00% | +50+151.5% | Added |
| Essential Partners LLC | 86 | $17.5K | 0.01% | −64−42.7% | Reduced |
| Sterling Capital Management LLC | 88 | $17.9K | 0.00% | −1−1.1% | Reduced |
| Arlington Trust Co LLC | 90 | $18.4K | 0.00% | +90 | New |
| Salomon & Ludwin, LLC | 93 | $19.2K | 0.00% | +22+31.0% | Added |
| Fourth Dimension Wealth, LLC | 100 | $20.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 98 | $20.6K | 0.00% | −1,665−94.4% | Reduced |
| Public Employees Retirement System of Ohio | 102 | $20.8K | 0.00% | +3+3.0% | Added |
| Ameriflex Group, Inc. | 105 | $21.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 110 | $22.4K | 0.00% | −90−45.0% | Reduced |
| Kemnay Advisory Services Inc. | 111 | $22.6K | 0.00% | +111 | New |
| Massmutual Trust Co FSB | 116 | $23.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 142 | $29.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 168 | $34.3K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 170 | $35.0K | 0.03% | +166+4,150.0% | Added |
| Signaturefd, LLC | 178 | $36.3K | 0.00% | +69+63.3% | Added |
| MAI Capital Management | 197 | $40.2K | 0.00% | +105+114.1% | Added |
| WFA of San Diego, LLC | 200 | $40.8K | 0.03% | −374−65.2% | Reduced |
| Harbor Investment Advisory, LLC | 200 | $40.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $40.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 200 | $40.8K | 0.00% | +35+21.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 204 | $41.6K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 219 | $44.7K | 0.00% | +48+28.1% | Added |
| Covestor Ltd | 280 | $57.0K | 0.04% | −269−49.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 294 | $60.0K | 0.01% | +91+44.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 295 | $60.2K | 0.00% | +97+49.0% | Added |
| Missouri Trust & Investment Co | 300 | $61.2K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 329 | $67.2K | 0.00% | +9+2.8% | Added |
| Bangor Savings Bank | 338 | $68.9K | 0.01% | −13−3.7% | Reduced |
| NBT Bank N A | 350 | $71.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 350 | $71.4K | 0.01% | 00.0% | Unchanged |