| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $49 | 0.00% | −7−87.5% | Reduced |
| Action Point Financial Planning, LLC | 1 | $49 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $97 | 0.00% | +1+100.0% | Added |
| GHP Investment Advisors, Inc. | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $146 | 0.00% | −135−97.8% | Reduced |
| JFS Wealth Advisors, LLC | 3 | $146 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 3 | $146 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $146 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $194 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $195 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $243 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 5 | $243 | 0.00% | +5 | New |
| Planning Strategies Inc. | 6 | $292 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 7 | $340 | 0.00% | +7 | New |
| South State Corp. | 11 | $535 | 0.00% | −16−59.3% | Reduced |
| American Capital Advisory, LLC | 11 | $535 | 0.00% | +7+175.0% | Added |
| MV Capital Management, Inc. | 14 | $681 | 0.00% | −36−72.0% | Reduced |
| Ares Financial Consulting, LLC | 18 | $875 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 21 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 21 | $1.02K | 0.00% | +21 | New |
| Millstone Evans Group, LLC | 23 | $1.12K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 23 | $1.12K | 0.00% | +17+283.3% | Added |
| Torren Management, LLC | 24 | $1.15K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 24 | $1.17K | 0.00% | −496−95.4% | Reduced |
| SHP Wealth Management | 24 | $1.17K | 0.00% | −118−83.1% | Reduced |
| LRI Investments, LLC | 28 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 37 | $1.80K | 0.00% | +37 | New |
| UMA Financial Services, Inc. | 37 | $1.80K | 0.00% | −2−5.1% | Reduced |
| JPL Wealth Management, LLC | 41 | $1.99K | 0.00% | −13−24.1% | Reduced |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 48 | $2.33K | 0.00% | +48 | New |
| Asset Dedication, LLC | 49 | $2.38K | 0.00% | +49 | New |
| Transamerica Financial Advisors, Inc. | 57 | $2.77K | 0.00% | −21−26.9% | Reduced |
| Essential Partners LLC | 58 | $2.82K | 0.00% | −241−80.6% | Reduced |
| TD Private Client Wealth LLC | 64 | $3.11K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 65 | $3.16K | 0.00% | −82−55.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 65 | $3.16K | 0.00% | +36+124.1% | Added |
| BFSG, LLC | 72 | $3.50K | 0.00% | +72 | New |
| WealthCollab, LLC | 80 | $3.89K | 0.00% | −23−22.3% | Reduced |
| Key Capital Management, INC | 88 | $4.28K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 105 | $5.10K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 110 | $5.35K | 0.00% | −100−47.6% | Reduced |
| Deseret Mutual Benefit Administrators | 122 | $5.93K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 122 | $5.93K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 122 | $5.93K | 0.00% | +20+19.6% | Added |
| Addison Advisors LLC | 123 | $5.98K | 0.00% | +123 | New |
| IFG Advisory, LLC | 143 | $6.94K | 0.00% | +143 | New |
| Caitong International Asset Management Co., Ltd | 143 | $6.95K | 0.00% | +143 | New |
| Salem Investment Counselors Inc | 161 | $7.83K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 163 | $7.92K | 0.00% | +163 | New |
| Parkside Financial Bank & Trust | 163 | $7.92K | 0.00% | +11+7.2% | Added |
| Bogart Wealth, LLC | 164 | $7.97K | 0.00% | +126+331.6% | Added |
| SBI Securities Co., Ltd. | 169 | $8.21K | 0.00% | −89−34.5% | Reduced |
| Atlantic Trust, LLC | 201 | $9.77K | 0.00% | +129+179.2% | Added |
| Owl Creek Wealth Partners LLC | 210 | $10.2K | 0.00% | −280−57.1% | Reduced |
| Caitlin John, LLC | 221 | $10.7K | 0.01% | +1+0.5% | Added |
| Montgomery Financial Services LLC | 233 | $11.3K | 0.01% | +233 | New |
| Assetmark, Inc | 246 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 248 | $12.1K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 254 | $12.4K | 0.01% | +254 | New |
| Great West Life Assurance Co | 268 | $13.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 282 | $13.7K | 0.00% | −876−75.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 306 | $14.9K | 0.00% | −838−73.3% | Reduced |
| TD Waterhouse Canada Inc. | 300 | $14.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 313 | $15.2K | 0.00% | +13+4.3% | Added |
| MetLife Investment Management | 326 | $15.8K | 0.00% | −21−6.1% | Reduced |
| North Star Investment Management Corp. | 326 | $15.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 334 | $16.2K | 0.00% | +334 | New |
| Westside Investment Management, Inc. | 338 | $16.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 383 | $18.6K | 0.01% | −23−5.7% | Reduced |
| Ancora Advisors, LLC | 400 | $19.4K | 0.00% | −1,147−74.1% | Reduced |
| Central Trust Co | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 410 | $19.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 417 | $20.3K | 0.00% | −124−22.9% | Reduced |
| Basecamp Wealth Advisors LLC | 439 | $21.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 450 | $21.9K | 0.00% | +450 | New |
| Alpine Bank Wealth Management | 540 | $26.2K | 0.00% | +540 | New |
| Jones Financial Companies LLLP | 545 | $26.4K | 0.00% | −42−7.2% | Reduced |
| Sterling Capital Management LLC | 585 | $28.4K | 0.00% | −4,658−88.8% | Reduced |
| Rothschild Investment LLC | 591 | $28.7K | 0.00% | −115−16.3% | Reduced |
| Tompkins Financial Corp | 600 | $29.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 621 | $30.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 679 | $33.0K | 0.01% | +210+44.8% | Added |
| Ronald Blue Trust, Inc. | 711 | $34.6K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 695 | $35.8K | 0.00% | +695 | New |
| Rockefeller Capital Management L.P. | 745 | $36.2K | 0.00% | +94+14.4% | Added |
| EverSource Wealth Advisors, LLC | 751 | $36.5K | 0.00% | −611−44.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 800 | $38.9K | 0.00% | +800 | New |
| The PNC Financial Services Group, Inc. | 1,024 | $49.8K | 0.00% | +429+72.1% | Added |
| Versant Capital Management, Inc | 1,080 | $52.5K | 0.00% | −598−35.6% | Reduced |
| Thompson Investment Management, Inc. | 1,116 | $54.2K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,128 | $54.8K | 0.01% | +916+432.1% | Added |
| Lloyd Advisory Services, LLC. | 1,142 | $55.5K | 0.02% | −12,394−91.6% | Reduced |
| Fairscale Capital, LLC | 1,150 | $55.9K | 0.03% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 1,192 | $57.9K | 0.00% | −31,971−96.4% | Reduced |
| GAMMA Investing LLC | 1,327 | $64.5K | 0.00% | −864−39.4% | Reduced |
| Allworth Financial LP | 1,426 | $69.3K | 0.00% | −786−35.5% | Reduced |