| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $116 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $174 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3 | $174 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $174 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $174 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 5 | $289 | 0.00% | +2+66.7% | Added |
| WealthTrak Capital Management LLC | 5 | $290 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $290 | 0.00% | +5 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $347 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $348 | 0.00% | +4+200.0% | Added |
| Cornerstone Planning Group LLC | 13 | $470 | 0.00% | −4−23.5% | Reduced |
| Bruce G. Allen Investments, LLC | 9 | $521 | 0.00% | +3+50.0% | Added |
| South State Corp. | 9 | $522 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $530 | 0.00% | +9 | New |
| Twin Peaks Wealth Advisors, LLC | 14 | $542 | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 10 | $579 | 0.00% | −4−28.6% | Reduced |
| Geneos Wealth Management Inc. | 10 | $579 | 0.00% | −3−23.1% | Reduced |
| Financial Network Wealth Advisors LLC | 12 | $695 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $696 | 0.00% | −8−40.0% | Reduced |
| Creative Financial Designs Inc | 13 | $753 | 0.00% | −7−35.0% | Reduced |
| Bogart Wealth, LLC | 19 | $1.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.10K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 24 | $1.39K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 24 | $1.39K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 28 | $1.62K | 0.00% | +28 | New |
| True Wealth Design, LLC | 29 | $1.68K | 0.00% | −968−97.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $1.68K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 30 | $1.74K | 0.00% | −357−92.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 42 | $2.43K | 0.00% | −2,890−98.6% | Reduced |
| SBI Securities Co., Ltd. | 43 | $2.49K | 0.00% | −158−78.6% | Reduced |
| MAI Capital Management | 47 | $2.72K | 0.00% | +47 | New |
| Whittier Trust Co of Nevada Inc | 50 | $2.90K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $3.30K | 0.00% | +13+29.5% | Added |
| Rakuten Securities, Inc. | 58 | $3.36K | 0.00% | +50+625.0% | Added |
| Creekmur Asset Management LLC | 63 | $3.65K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 63 | $3.65K | 0.00% | +63 | New |
| JFS Wealth Advisors, LLC | 67 | $3.88K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 70 | $4.05K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 73 | $4.26K | 0.00% | +17+30.4% | Added |
| Beaird Harris Wealth Management, LLC | 80 | $4.63K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 81 | $4.69K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 89 | $5.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 93 | $5.39K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 97 | $5.62K | 0.00% | +97 | New |
| Private Wealth Asset Management, LLC | 102 | $5.91K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 106 | $6.14K | 0.00% | +10+10.4% | Added |
| Rosenberg Matthew Hamilton | 109 | $6.31K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 126 | $7.21K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 127 | $7.34K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 131 | $7.59K | 0.00% | −461−77.9% | Reduced |
| Bell Investment Advisors, Inc | 133 | $7.71K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 151 | $8.75K | 0.00% | −63−29.4% | Reduced |
| Hemington Wealth Management | 168 | $9.00K | 0.00% | −15−8.2% | Reduced |
| Contravisory Investment Management, Inc. | 158 | $9.15K | 0.00% | +158 | New |
| Covestor Ltd | 170 | $10.0K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 189 | $10.9K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 215 | $12.0K | 0.00% | −18−7.7% | Reduced |
| CX Institutional | 210 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 232 | $13.4K | 0.01% | −26−10.1% | Reduced |
| Washington Trust Advisors, Inc. | 242 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 250 | $14.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 253 | $14.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 271 | $15.9K | 0.00% | −246−47.6% | Reduced |
| Skopos Labs, Inc. | 310 | $18.0K | 0.00% | +190+158.3% | Added |
| Farther Finance Advisors, LLC | 316 | $18.3K | 0.00% | +2+0.6% | Added |
| Bessemer Group Inc | 327 | $19.0K | 0.00% | +7+2.2% | Added |
| Jones Financial Companies LLLP | 338 | $19.8K | 0.00% | +102+43.2% | Added |
| TD Waterhouse Canada Inc. | 351 | $20.6K | 0.00% | −1,738−83.2% | Reduced |
| First Horizon Advisors, Inc. | 358 | $20.7K | 0.00% | −102−22.2% | Reduced |
| CIBC Private Wealth Group, LLC | 358 | $20.7K | 0.00% | −471−56.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 396 | $22.9K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 399 | $23.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $23.1K | 0.00% | +385+2,566.7% | Added |
| TCTC Holdings, LLC | 407 | $23.6K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 424 | $24.0K | 0.00% | +424 | New |
| Massmutual Trust Co FSB | 418 | $24.2K | 0.00% | −26−5.9% | Reduced |
| Optiver Holding B.V. | 423 | $24.5K | 0.00% | +423 | New |
| CoreCap Advisors, LLC | 429 | $24.9K | 0.00% | +423+7,050.0% | Added |
| Opal Wealth Advisors, LLC | 430 | $24.9K | 0.01% | +112+35.2% | Added |
| Maseco LLP | 433 | $25.1K | 0.00% | +433 | New |
| Ancora Advisors, LLC | 434 | $25.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 461 | $26.7K | 0.00% | −2,430−84.1% | Reduced |
| Clearstead Advisors, LLC | 532 | $30.8K | 0.00% | +11+2.1% | Added |
| GeoWealth Management, LLC | 543 | $31.5K | 0.00% | −44−7.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 551 | $31.9K | 0.00% | −871,605−99.9% | Reduced |
| Truvestments Capital LLC | 639 | $37.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 675 | $39.1K | 0.00% | +675 | New |
| Spire Wealth Management | 750 | $43.4K | 0.00% | −200−21.1% | Reduced |
| Umb Bank N A | 768 | $44.5K | 0.00% | −532−40.9% | Reduced |
| Danske Bank A/S | 917 | $53.1K | 0.00% | −31,023−97.1% | Reduced |
| Larson Financial Group LLC | 980 | $56.8K | 0.00% | +290+42.0% | Added |
| Ronald Blue Trust, Inc. | 989 | $57.3K | 0.00% | −98−9.0% | Reduced |
| Bryn Mawr Trust Co | 1,079 | $62.5K | 0.00% | −3,955−78.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,141 | $66.0K | 0.00% | +1,141 | New |
| Allworth Financial LP | 1,177 | $68.2K | 0.00% | +75+6.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,248 | $72.3K | 0.00% | +373+42.6% | Added |
