| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| MV Capital Management, Inc. | 1 | $62 | 0.00% | +1 | New |
| Toronto Dominion Bank | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $183 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 3 | $183 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $263 | 0.00% | +4 | New |
| Beacon Capital Management, LLC | 5 | $280 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $367 | 0.00% | +6 | New |
| Focused Wealth Management, Inc | 6 | $391 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $441 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $488 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $489 | 0.00% | +6+300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $489 | 0.00% | +8 | New |
| Gradient Investments LLC | 9 | $549 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $549 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 11 | $672 | 0.00% | +2+22.2% | Added |
| Park Place Capital Corp | 12 | $732 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 13 | $793 | 0.00% | −9−40.9% | Reduced |
| AdvisorNet Financial, Inc | 13 | $793 | 0.00% | −2−13.3% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $793 | 0.00% | +13 | New |
| FinTrust Capital Advisors, LLC | 13 | $794 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $976 | 0.00% | −105−86.8% | Reduced |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Proequities, Inc. | 18 | $1.10K | 0.00% | −3−14.3% | Reduced |
| Colonial Trust Co | 20 | $1.22K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 20 | $1.22K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 21 | $1.28K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 22 | $1.32K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $1.53K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 28 | $1.71K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 28 | $1.71K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 30 | $1.83K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $1.83K | 0.00% | +21+233.3% | Added |
| Spotlight Asset Group, Inc. | 33 | $1.85K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 29 | $1.95K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $1.95K | 0.00% | −7−17.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 32 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $1.95K | 0.00% | +18+128.6% | Added |
| Hantz Financial Services, Inc. | 25 | $2.00K | 0.00% | −3−10.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 37 | $2.00K | 0.00% | +37 | New |
| Sachetta, LLC | 34 | $2.08K | 0.00% | +34 | New |
| Rosenberg Matthew Hamilton | 35 | $2.14K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 39 | $2.38K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 42 | $2.56K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 43 | $2.62K | 0.00% | −2,354−98.2% | Reduced |
| McIlrath & Eck, LLC | 48 | $2.93K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $3.05K | 0.00% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 51 | $3.11K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53 | $3.23K | 0.00% | −11,476−99.5% | Reduced |
| Venturi Wealth Management, LLC | 67 | $4.09K | 0.00% | +1+1.5% | Added |
| Hallmark Capital Management Inc | 68 | $4.15K | 0.00% | −45−39.8% | Reduced |
| Glassman Wealth Services | 70 | $4.27K | 0.00% | −48−40.7% | Reduced |
| West Branch Capital LLC | 73 | $4.46K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 74 | $4.50K | 0.00% | −34−31.5% | Reduced |
| DekaBank Deutsche Girozentrale | 81 | $5.00K | 0.00% | −2,760−97.1% | Reduced |
| Massmutual Trust Co FSB | 83 | $5.07K | 0.00% | +27+48.2% | Added |
| Whittier Trust Co of Nevada Inc | 91 | $5.55K | 0.00% | −21−18.8% | Reduced |
| Hexagon Capital Partners LLC | 96 | $5.86K | 0.00% | −6−5.9% | Reduced |
| Scarborough Advisors, LLC | 97 | $5.93K | 0.00% | +97 | New |
| Ci Investments Inc. | 91 | $6.00K | 0.00% | −2,101−95.8% | Reduced |
| First Personal Financial Services | 105 | $6.41K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $6.59K | 0.00% | −185−63.1% | Reduced |
| Creative Financial Designs Inc | 109 | $6.65K | 0.00% | −149−57.8% | Reduced |
| GW&K Investment Management, LLC | 120 | $7.00K | 0.00% | −142−54.2% | Reduced |
| FNY Investment Advisers, LLC | 128 | $7.00K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 121 | $7.39K | 0.00% | +43+55.1% | Added |
| Global Retirement Partners, LLC | 127 | $7.80K | 0.00% | −24−15.9% | Reduced |
| Huntington National Bank | 152 | $9.28K | 0.00% | −52−25.5% | Reduced |
| Tower Research Capital LLC (TRC) | 155 | $9.46K | 0.00% | −4,543−96.7% | Reduced |
| Grove Bank & Trust | 160 | $9.77K | 0.00% | −9−5.3% | Reduced |
| Gables Capital Management Inc. | 162 | $9.89K | 0.01% | +162 | New |
| Ronald Blue Trust, Inc. | 190 | $11.0K | 0.00% | +161+555.2% | Added |
| GWM Advisors LLC | 185 | $11.3K | 0.00% | −253−57.8% | Reduced |
| Spire Wealth Management | 183 | $11.7K | 0.00% | +97+112.8% | Added |
| Provenance Wealth Advisors, LLC | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 205 | $12.5K | 0.00% | +205 | New |
| Farmers & Merchants Investments Inc | 225 | $13.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 223 | $14.0K | 0.00% | +11+5.2% | Added |
| Deseret Mutual Benefit Administrators | 234 | $14.3K | 0.01% | +101+75.9% | Added |
| Anchor Investment Management, LLC | 235 | $14.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 265 | $16.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 316 | $19.3K | 0.00% | +226+251.1% | Added |
| Versant Capital Management, Inc | 326 | $19.9K | 0.01% | −419−56.2% | Reduced |
| AlphaMark Advisors, LLC | 330 | $20.0K | 0.01% | +50+17.9% | Added |
| Parallel Advisors, LLC | 335 | $20.4K | 0.00% | −106−24.0% | Reduced |
| Silvant Capital Management LLC | 335 | $20.4K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 356 | $21.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 359 | $21.9K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 385 | $23.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 406 | $24.8K | 0.00% | +266+190.0% | Added |
| DAGCO, Inc. | 414 | $25.3K | 0.02% | +414 | New |
| Dynamic Wealth Strategies, LLC | 414 | $25.3K | 0.02% | +414 | New |
| Principal Securities, Inc. | 441 | $26.9K | 0.00% | +441 | New |
| First PREMIER Bank | 450 | $27.0K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 449 | $27.4K | 0.00% | +449 | New |
| Farther Finance Advisors, LLC | 489 | $29.8K | 0.00% | +276+129.6% | Added |
| National Bank of Canada | 519 | $32.1K | 0.00% | −235−31.2% | Reduced |
| Larson Financial Group LLC | 555 | $33.9K | 0.00% | −134−19.4% | Reduced |