| Hazlett, Burt & Watson, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1 | $43 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2 | $85 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2 | $85 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $85 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 2 | $85 | 0.00% | −77−97.5% | Reduced |
| Mountain Hill Investment Partners Corp. | 2 | $85 | 0.00% | +2 | New |
| Keating Financial Advisory Services, Inc. | 2 | $85 | 0.00% | +2 | New |
| CVA Family Office, LLC | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 3 | $128 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 3 | $128 | 0.00% | +3 | New |
| Private Trust Co NA | 4 | $171 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4 | $171 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 4 | $171 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 4 | $171 | 0.00% | +4 | New |
| Private Wealth Management Group, LLC | 5 | $214 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 8 | $342 | 0.00% | +8 | New |
| Rosenberg Matthew Hamilton | 9 | $384 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 10 | $427 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 11 | $470 | 0.00% | −16−59.3% | Reduced |
| Anchor Investment Management, LLC | 14 | $598 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 14 | $598 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 16 | $683 | 0.00% | +16 | New |
| True Wealth Design, LLC | 19 | $812 | 0.00% | −2−9.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $897 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 21 | $897 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 19 | $951 | 0.00% | +19 | New |
| Capital Analysts, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $1.00K | 0.00% | −1−7.1% | Reduced |
| Hurley Capital, LLC | 24 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $1.07K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 28 | $1.19K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 28 | $1.20K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 28 | $1.20K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 31 | $1.32K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 33 | $1.40K | 0.00% | +33 | New |
| Larson Financial Group LLC | 37 | $1.58K | 0.00% | −1−2.6% | Reduced |
| St. Johns Investment Management Company, LLC | 40 | $1.71K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $1.79K | 0.00% | +18+75.0% | Added |
| Bayban | 44 | $1.88K | 0.00% | +44 | New |
| Rothschild Investment LLC | 45 | $1.92K | 0.00% | −2−4.3% | Reduced |
| Umb Bank N A | 46 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 51 | $2.18K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 51 | $2.18K | 0.00% | +18+54.5% | Added |
| Advisory Services Network, LLC | 52 | $2.22K | 0.00% | +52 | New |
| Ares Financial Consulting, LLC | 53 | $2.25K | 0.00% | +53 | New |
| Zions Bancorporation, National Association | 61 | $2.60K | 0.00% | +59+2,950.0% | Added |
| Quarry LP | 62 | $2.65K | 0.00% | −174−73.7% | Reduced |
| Harbour Investments, Inc. | 77 | $3.29K | 0.00% | +77 | New |
| Root Financial Partners, LLC | 86 | $3.67K | 0.00% | +85+8,500.0% | Added |
| Assetmark, Inc | 88 | $3.76K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 100 | $4.27K | 0.00% | −239−70.5% | Reduced |
| Atlantic Trust, LLC | 100 | $4.27K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 101 | $4.31K | 0.00% | +1+1.0% | Added |
| Bare Financial Services, Inc | 113 | $4.83K | 0.00% | +66+140.4% | Added |
| High Note Wealth, LLC | 122 | $5.21K | 0.00% | +122 | New |
| Wall Street Access Asset Management, LLC | 179 | $7.64K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 207 | $8.84K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 213 | $9.03K | 0.00% | +51+31.5% | Added |
| Optiver Holding B.V. | 222 | $9.48K | 0.00% | +126+131.3% | Added |
| Los Angeles Capital Management LLC | 231 | $9.86K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 238 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 299 | $12.8K | 0.00% | −8−2.6% | Reduced |
| Private Wealth Asset Management, LLC | 321 | $13.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 336 | $14.3K | 0.00% | −2−0.6% | Reduced |
| Whittier Trust Co | 332 | $14.6K | 0.00% | −12−3.5% | Reduced |
| Kemnay Advisory Services Inc. | 380 | $16.2K | 0.00% | +380 | New |
| Allworth Financial LP | 399 | $17.0K | 0.00% | +78+24.3% | Added |
| Atlantic Union Bankshares Corp | 400 | $17.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 502 | $21.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 519 | $22.2K | 0.00% | −206−28.4% | Reduced |
| GAMMA Investing LLC | 535 | $22.8K | 0.00% | +218+68.8% | Added |
| EverSource Wealth Advisors, LLC | 553 | $23.6K | 0.00% | +157+39.6% | Added |
| Global Trust Asset Management, LLC | 600 | $25.6K | 0.01% | +600 | New |
| Quent Capital, LLC | 678 | $29.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 683 | $29.2K | 0.00% | +591+642.4% | Added |
| Ronald Blue Trust, Inc. | 770 | $32.9K | 0.00% | −205−21.0% | Reduced |
| Fifth Third Bancorp | 831 | $35.5K | 0.00% | +831 | New |
| Smartleaf Asset Management LLC | 858 | $36.0K | 0.00% | +426+98.6% | Added |
| Nisa Investment Advisors, LLC | 855 | $36.5K | 0.00% | −398−31.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 882 | $37.7K | 0.00% | +299+51.3% | Added |
| Jones Financial Companies LLLP | 938 | $39.0K | 0.00% | +255+37.3% | Added |
| MRP Capital Investments, LLC | 1,000 | $42.7K | 0.04% | +1,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,117 | $47.7K | 0.00% | −732−39.6% | Reduced |
| Blair William & Co | 1,163 | $49.7K | 0.00% | +1,163 | New |
| MAI Capital Management | 1,199 | $51.2K | 0.00% | +44+3.8% | Added |
| CWM, LLC | 1,243 | $53.1K | 0.00% | −124−9.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,280 | $54.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,310 | $55.5K | 0.00% | −452−25.7% | Reduced |
| Versant Capital Management, Inc | 1,378 | $58.8K | 0.01% | +28+2.1% | Added |
| Brown Brothers Harriman & Co | 1,426 | $60.9K | 0.00% | 00.0% | Unchanged |