| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $346 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1 | $346 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $346 | 0.00% | +1 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2 | $537 | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $646 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2 | $692 | 0.00% | −1,325−99.8% | Reduced |
| Trifecta Capital Advisors, LLC | 2 | $692 | 0.00% | −12−85.7% | Reduced |
| Chilton Capital Management LLC | 2 | $692 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $692 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $750 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 7 | $1.00K | 0.00% | +7 | New |
| Provenance Wealth Advisors, LLC | 3 | $1.04K | 0.00% | −19−86.4% | Reduced |
| Zions Bancorporation, N.A. | 3 | $1.04K | 0.00% | −1−25.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.04K | 0.00% | +2+200.0% | Added |
| Raleigh Capital Management Inc. | 3 | $1.04K | 0.00% | +2+200.0% | Added |
| SRS Capital Advisors, Inc. | 3 | $1.04K | 0.00% | +3 | New |
| St Germain D J Co Inc | 4 | $1.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $1.38K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $1.38K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $1.73K | 0.00% | −3−37.5% | Reduced |
| Raffa Wealth Management, LLC | 5 | $1.73K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $1.73K | 0.00% | +2+66.7% | Added |
| Bell Investment Advisors, Inc | 5 | $1.73K | 0.00% | +2+66.7% | Added |
| MCF Advisors LLC | 5 | $1.73K | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $2.08K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 6 | $2.08K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6 | $2.08K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $2.10K | 0.00% | +6 | New |
| Atticus Wealth Management, LLC | 7 | $2.42K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $2.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $2.77K | 0.00% | +2+33.3% | Added |
| Kiely Wealth Advisory Group, Inc. | 10 | $2.80K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 9 | $3.11K | 0.00% | −63−87.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 9 | $3.11K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 9 | $3.11K | 0.00% | +9 | New |
| Gilliland Jeter Wealth Management LLC | 9 | $3.11K | 0.00% | +9 | New |
| LRI Investments, LLC | 9 | $3.11K | 0.00% | +9 | New |
| Washington Trust Co | 11 | $3.81K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 11 | $4.00K | 0.00% | +6+120.0% | Added |
| Central Trust Co | 12 | $4.15K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 16 | $4.44K | 0.00% | +16 | New |
| Creative Financial Designs Inc | 13 | $4.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 13 | $4.50K | 0.00% | +3+30.0% | Added |
| Global Financial Private Client, LLC | 14 | $4.75K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14 | $4.84K | 0.00% | −190−93.1% | Reduced |
| First Financial Corp | 14 | $4.84K | 0.00% | +14 | New |
| Oakworth Capital, Inc. | 15 | $5.19K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 16 | $5.53K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 16 | $5.53K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 22 | $5.93K | 0.00% | +3+15.8% | Added |
| NBC Securities, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $6.92K | 0.00% | +20 | New |
| West Branch Capital LLC | 23 | $7.96K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 23 | $7.96K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 32 | $8.96K | 0.00% | +6+23.1% | Added |
| Criterion Capital Advisors, LLC | 27 | $9.34K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $9.69K | 0.00% | −2−6.7% | Reduced |
| Rosenberg Matthew Hamilton | 30 | $10.2K | 0.00% | −30−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 32 | $11.0K | 0.00% | +1+3.2% | Added |
| Deseret Mutual Benefit Administrators | 35 | $12.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 36 | $12.5K | 0.00% | −37−50.7% | Reduced |
| Smartleaf Asset Management LLC | 38 | $13.3K | 0.00% | +38 | New |
| Pinnacle Bancorp, Inc. | 40 | $13.8K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 40 | $13.8K | 0.00% | +20+100.0% | Added |
| Bruce G. Allen Investments, LLC | 44 | $15.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 45 | $15.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $17.3K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 52 | $18.0K | 0.00% | −10−16.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 56 | $19.0K | 0.00% | +18+47.4% | Added |
| Allworth Financial LP | 57 | $19.7K | 0.00% | +11+23.9% | Added |
| Lindbrook Capital, LLC | 59 | $20.4K | 0.00% | +4+7.3% | Added |
| Covestor Ltd | 64 | $22.0K | 0.01% | +48+300.0% | Added |
| Massmutual Trust Co FSB | 64 | $22.1K | 0.00% | +11+20.8% | Added |
| Rakuten Securities, Inc. | 70 | $24.2K | 0.01% | +23+48.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 71 | $24.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 71 | $24.6K | 0.00% | −7−9.0% | Reduced |
| Hexagon Capital Partners LLC | 72 | $24.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 81 | $28.0K | 0.00% | +34+72.3% | Added |
| Strengthening Families & Communities, LLC | 91 | $31.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 100 | $34.6K | 0.01% | −95−48.7% | Reduced |
| Clearstead Advisors, LLC | 128 | $36.5K | 0.00% | +18+16.4% | Added |
| Sound Income Strategies, LLC | 111 | $38.4K | 0.00% | +111 | New |
| CoreCap Advisors, LLC | 122 | $42.2K | 0.00% | +122 | New |
| Quadrant Capital Group LLC | 126 | $43.6K | 0.00% | +51+68.0% | Added |
| Cubist Systematic Strategies, LLC | 130 | $45.1K | 0.00% | −20,284−99.4% | Reduced |
| TD Private Client Wealth LLC | 134 | $46.3K | 0.00% | −641−82.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 135 | $46.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 148 | $49.8K | 0.00% | +79+114.5% | Added |
| EntryPoint Capital, LLC | 148 | $51.2K | 0.05% | +148 | New |
| Farther Finance Advisors, LLC | 152 | $51.5K | 0.00% | +41+36.9% | Added |
| Huntington National Bank | 151 | $52.2K | 0.00% | +37+32.5% | Added |
| Parallel Advisors, LLC | 168 | $58.1K | 0.00% | −3−1.8% | Reduced |
| Principal Securities, Inc. | 169 | $58.5K | 0.00% | +41+32.0% | Added |
| Steward Partners Investment Advisory, LLC | 178 | $61.6K | 0.00% | +94+111.9% | Added |