| TD Ameritrade Investment Management, LLC | 3 | $0 | 0.00% | −1,795−99.8% | Reduced |
| Valley National Advisers Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $323 | 0.00% | −20−90.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $323 | 0.00% | +1+100.0% | Added |
| CoreCap Advisors, LLC | 2 | $323 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $331 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3 | $485 | 0.00% | −28−90.3% | Reduced |
| TFC Financial Management | 3 | $485 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $485 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $539 | 0.00% | −2,754−99.9% | Reduced |
| BerganKDV Wealth Management, LLC | 4 | $646 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $808 | 0.00% | −210−97.7% | Reduced |
| Concord Wealth Partners | 5 | $808 | 0.00% | +5 | New |
| Trifecta Capital Advisors, LLC | 5 | $808 | 0.00% | +5 | New |
| North Star Investment Management Corp. | 6 | $969 | 0.00% | +6 | New |
| Accurate Wealth Management, LLC | 6 | $985 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | −19−70.4% | Reduced |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | −10−62.5% | Reduced |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 7 | $1.00K | 0.00% | +7 | New |
| Ellevest, Inc. | 7 | $1.13K | 0.00% | −6−46.2% | Reduced |
| Creative Financial Designs Inc | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 7 | $1.13K | 0.00% | +7 | New |
| Fiduciary Alliance LLC | 8 | $1.29K | 0.00% | +8 | New |
| Johnson Financial Group, Inc. | 8 | $1.30K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 9 | $1.45K | 0.00% | +9 | New |
| FinTrust Capital Advisors, LLC | 10 | $1.61K | 0.00% | −1−9.1% | Reduced |
| Central Trust Co | 12 | $1.94K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 12 | $1.94K | 0.00% | +12 | New |
| Zullo Investment Group, Inc. | 13 | $2.10K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $2.42K | 0.00% | −35−70.0% | Reduced |
| Abound Wealth Management | 15 | $2.43K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 20 | $3.23K | 0.00% | −9−31.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 20 | $3.23K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $3.39K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 22 | $3.55K | 0.00% | −387−94.6% | Reduced |
| Crewe Advisors LLC | 24 | $3.88K | 0.00% | −49−67.1% | Reduced |
| Nomura Holdings Inc | 26 | $4.00K | 0.00% | +26 | New |
| Delos Wealth Advisors, LLC | 28 | $4.52K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $4.68K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $4.85K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 29 | $4.89K | 0.00% | +29 | New |
| Massmutual Trust Co FSB | 40 | $6.00K | 0.00% | −80−66.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 35 | $6.00K | 0.00% | +35 | New |
| Baker Avenue Asset Management, LP | 40 | $6.46K | 0.00% | +40 | New |
| EWG Elevate Inc. | 43 | $6.95K | 0.00% | +43 | New |
| New Millennium Group LLC | 43 | $6.99K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 43 | $6.99K | 0.00% | +43 | New |
| American National Bank | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 45 | $7.27K | 0.00% | −264−85.4% | Reduced |
| Global Retirement Partners, LLC | 47 | $7.59K | 0.00% | +27+135.0% | Added |
| Institutional & Family Asset Management, LLC | 48 | $7.75K | 0.00% | −15−23.8% | Reduced |
| Cambridge Trust Co | 47 | $8.00K | 0.00% | −173−78.6% | Reduced |
| Smithfield Trust Co | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 50 | $8.03K | 0.00% | +4+8.7% | Added |
| EverSource Wealth Advisors, LLC | 52 | $8.40K | 0.00% | +14+36.8% | Added |
| MV Capital Management, Inc. | 54 | $8.72K | 0.00% | +9+20.0% | Added |
| Centerpoint Advisors, LLC | 56 | $9.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 59 | $9.53K | 0.00% | +41+227.8% | Added |
| Colonial Trust Advisors | 59 | $9.53K | 0.00% | +59 | New |
| Global Financial Private Client, LLC | 65 | $10.5K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 71 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $11.1K | 0.00% | −2−2.8% | Reduced |
| Proequities, Inc. | 70 | $11.4K | 0.00% | +27+62.8% | Added |
| NVWM, LLC | 73 | $12.0K | 0.00% | −1,932−96.4% | Reduced |
| HHM Wealth Advisors, LLC | 79 | $12.8K | 0.00% | +11+16.2% | Added |
| Zions Bancorporation, N.A. | 83 | $13.4K | 0.00% | −2−2.4% | Reduced |
| Northwest Investment Counselors, LLC | 85 | $13.7K | 0.00% | −11−11.5% | Reduced |
| Parkside Financial Bank & Trust | 87 | $14.1K | 0.00% | −57−39.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 87 | $14.1K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 87 | $14.2K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 88 | $14.2K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 88 | $14.2K | 0.00% | +88 | New |
| Covestor Ltd | 90 | $15.0K | 0.01% | −169−65.3% | Reduced |
| JFS Wealth Advisors, LLC | 104 | $16.8K | 0.00% | +1+1.0% | Added |
| SRS Capital Advisors, Inc. | 110 | $17.7K | 0.00% | +1+0.9% | Added |
| Private Trust Co NA | 113 | $18.0K | 0.00% | +85+303.6% | Added |
| Monetary Management Group Inc | 125 | $20.2K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 127 | $20.5K | 0.00% | −1−0.8% | Reduced |
| Rise Advisors, LLC | 129 | $20.8K | 0.02% | +1+0.8% | Added |
| Belpointe Asset Management LLC | 134 | $21.6K | 0.00% | +134 | New |
| Farther Finance Advisors, LLC | 134 | $21.6K | 0.01% | +134 | New |
| Old Second National Bank of Aurora | 140 | $22.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 142 | $23.0K | 0.00% | −196−58.0% | Reduced |
| Quarry LP | 149 | $24.1K | 0.03% | +149 | New |
| Blume Capital Management, Inc. | 150 | $24.2K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 158 | $26.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 159 | $26.0K | 0.02% | +159 | New |
| Park Place Capital Corp | 162 | $26.0K | 0.01% | +162 | New |
| Deseret Mutual Benefit Administrators | 184 | $29.7K | 0.01% | −153−45.4% | Reduced |
| TD Private Client Wealth LLC | 195 | $31.5K | 0.00% | −58−22.9% | Reduced |
| Muzinich & Co., Inc. | 200 | $32.3K | 0.03% | −154−43.5% | Reduced |
| Lindbrook Capital, LLC | 204 | $33.0K | 0.00% | +34+20.0% | Added |
| BOK Financial Private Wealth, Inc. | 205 | $33.4K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 209 | $33.8K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 194 | $34.0K | 0.00% | −49−20.2% | Reduced |
| Capital Analysts, LLC | 221 | $36.0K | 0.00% | −2−0.9% | Reduced |
| Arlington Partners LLC | 227 | $36.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 234 | $37.8K | 0.01% | 00.0% | Unchanged |