| Ogorek Anthony Joseph | 3 | $0 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 1 | $257 | 0.00% | +1 | New |
| GWM Advisors LLC | 1 | $270 | 0.00% | −972−99.9% | Reduced |
| Creative Financial Designs Inc | 1 | $270 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 1 | $270 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $270 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $271 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $271 | 0.00% | +1 | New |
| Logan Capital Management Inc | 2 | $540 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $540 | 0.00% | +1+100.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $540 | 0.00% | +2 | New |
| Umb Bank N A | 2 | $540 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $540 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $540 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $540 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $541 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 2 | $541 | 0.00% | +1+100.0% | Added |
| Principia Wealth Advisory, LLC | 3 | $730 | 0.00% | −1−25.0% | Reduced |
| AdvisorNet Financial, Inc | 3 | $810 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $810 | 0.00% | +2+200.0% | Added |
| Abound Wealth Management | 3 | $811 | 0.00% | −1−25.0% | Reduced |
| Winnow Wealth LLC | 4 | $843 | 0.00% | +1+33.3% | Added |
| Highline Wealth Partners LLC | 4 | $1.08K | 0.00% | +1+33.3% | Added |
| Richardson Financial Services Inc. | 5 | $1.35K | 0.00% | −2−28.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 5 | $1.35K | 0.00% | +2+66.7% | Added |
| Garde Capital, Inc. | 5 | $1.35K | 0.00% | +5 | New |
| Montag A & Associates Inc | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 6 | $1.62K | 0.00% | +6 | New |
| Oakworth Capital, Inc. | 6 | $1.62K | 0.00% | +6 | New |
| Cromwell Holdings LLC | 6 | $1.62K | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 7 | $1.89K | 0.00% | +5+250.0% | Added |
| HHM Wealth Advisors, LLC | 7 | $1.89K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.89K | 0.00% | +3+75.0% | Added |
| Hughes Financial Services, LLC | 8 | $2.05K | 0.00% | +8 | New |
| WFA Asset Management Corp | 14 | $2.09K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 8 | $2.16K | 0.00% | +1+14.3% | Added |
| Curio Wealth, LLC | 1 | $2.35K | 0.00% | +1 | New |
| Mark Sheptoff Financial Planning, LLC | 10 | $2.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $2.70K | 0.00% | +3+42.9% | Added |
| Raffa Wealth Management, LLC | 13 | $3.51K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 14 | $3.52K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 14 | $3.78K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 14 | $3.78K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 15 | $4.05K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 15 | $4.05K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 16 | $4.32K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 17 | $4.59K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 17 | $4.59K | 0.00% | +17 | New |
| TCTC Holdings, LLC | 19 | $5.13K | 0.00% | +19 | New |
| Mather Group, LLC. | 20 | $5.42K | 0.00% | +8+66.7% | Added |
| South State Corp. | 21 | $5.67K | 0.00% | +21 | New |
| Princeton Global Asset Management LLC | 25 | $6.75K | 0.00% | −25−50.0% | Reduced |
| Meeder Asset Management Inc | 26 | $7.02K | 0.00% | −12−31.6% | Reduced |
| Brown Brothers Harriman & Co | 27 | $7.29K | 0.00% | −3−10.0% | Reduced |
| TD Waterhouse Canada Inc. | 30 | $7.64K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 30 | $8.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 34 | $8.23K | 0.00% | +11+47.8% | Added |
| Leonteq Securities AG | 32 | $9.07K | 0.00% | −115−78.2% | Reduced |
| ORG Partners LLC | 36 | $9.20K | 0.00% | +36 | New |
| Bogart Wealth, LLC | 35 | $9.45K | 0.00% | +4+12.9% | Added |
| JFS Wealth Advisors, LLC | 35 | $9.45K | 0.00% | +9+34.6% | Added |
| Whittier Trust Co | 36 | $9.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $9.99K | 0.00% | +6+19.4% | Added |
| CVA Family Office, LLC | 37 | $9.99K | 0.00% | +12+48.0% | Added |
| Whipplewood Advisors, LLC | 105 | $10.3K | 0.01% | +71+208.8% | Added |
| SBI Securities Co., Ltd. | 40 | $10.8K | 0.00% | +4+11.1% | Added |
| J.Safra Asset Management Corp | 41 | $11.1K | 0.00% | +34+485.7% | Added |
| WPG Advisers, LLC | 47 | $12.7K | 0.01% | +8+20.5% | Added |
| Private Wealth Asset Management, LLC | 47 | $12.7K | 0.00% | +47 | New |
| Peoples Financial Services Corp. | 50 | $13.5K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $13.5K | 0.01% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 50 | $13.5K | 0.00% | −3−5.7% | Reduced |
| St. Johns Investment Management Company, LLC | 50 | $13.5K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 51 | $13.8K | 0.07% | +51 | New |
| Private Wealth Management Group, LLC | 51 | $13.8K | 0.01% | +43+537.5% | Added |
| Bokf, NA | 52 | $14.0K | 0.00% | −329−86.4% | Reduced |
| Truvestments Capital LLC | 57 | $15.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 60 | $16.2K | 0.00% | +10+20.0% | Added |
| Hemington Wealth Management | 66 | $17.0K | 0.00% | +18+37.5% | Added |
| Sachetta, LLC | 66 | $17.8K | 0.01% | −2−2.9% | Reduced |
| Fifth Third Bancorp | 70 | $18.9K | 0.00% | +5+7.7% | Added |
| Sierra Ocean, LLC | 71 | $19.2K | 0.02% | +5+7.6% | Added |
| TFC Financial Management | 74 | $20.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 78 | $21.1K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 85 | $23.0K | 0.00% | −396−82.3% | Reduced |
| Cape Investment Advisory, Inc. | 90 | $24.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 91 | $24.6K | 0.00% | −42−31.6% | Reduced |
| Sandy Spring Bank | 92 | $24.8K | 0.00% | −5−5.2% | Reduced |
| Hartford Financial Management Inc. | 100 | $27.0K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 100 | $27.0K | 0.00% | +100 | New |
| Bessemer Group Inc | 108 | $29.0K | 0.00% | +69+176.9% | Added |
| Global Trust Asset Management, LLC | 122 | $32.9K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 124 | $33.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 132 | $35.6K | 0.01% | +7+5.6% | Added |
| Parkside Financial Bank & Trust | 135 | $36.5K | 0.00% | +79+141.1% | Added |
| Massmutual Trust Co FSB | 144 | $38.9K | 0.00% | +37+34.6% | Added |
| Carolinas Wealth Consulting LLC | 157 | $42.4K | 0.01% | +8+5.4% | Added |
| Capital Advisors, Ltd. LLC | 162 | $44.0K | 0.01% | 00.0% | Unchanged |