| Sofos Investments, Inc. | 0 | $43 | 0.00% | 0 | New |
| Gradient Investments LLC | 1 | $144 | 0.00% | −90−98.9% | Reduced |
| MV Capital Management, Inc. | 1 | $144 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $144 | 0.00% | +1 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 2 | $288 | 0.00% | +2 | New |
| Global Assets Advisory, LLC | 51,450 | $353 | 0.02% | +51,450 | New |
| Clearstead Advisors, LLC | 3 | $429 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $432 | 0.00% | −2−40.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 3 | $432 | 0.00% | +3 | New |
| Moisand Fitzgerald Tamayo, LLC | 3 | $432 | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 4 | $575 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $576 | 0.00% | +1+33.3% | Added |
| Cornerstone Planning Group LLC | 5 | $622 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $633 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $719 | 0.00% | +1+25.0% | Added |
| Salem Investment Counselors Inc | 5 | $719 | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 6 | $863 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $1.01K | 0.00% | +7 | New |
| Johnson Financial Group, Inc. | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 9 | $1.29K | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 9 | $1.29K | 0.00% | +3+50.0% | Added |
| Atticus Wealth Management, LLC | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10 | $1.44K | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 14 | $2.01K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 15 | $2.16K | 0.00% | +15 | New |
| WR Wealth Planners, LLC | 15 | $2.16K | 0.00% | +15 | New |
| Sunbelt Securities, Inc. | 16 | $2.30K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $2.44K | 0.00% | −1−5.6% | Reduced |
| Private Wealth Management Group, LLC | 18 | $2.59K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 19 | $2.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $3.60K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 26 | $3.74K | 0.00% | −1−3.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 27 | $3.88K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $4.00K | 0.00% | +15+100.0% | Added |
| Rothschild Investment LLC | 30 | $4.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $4.46K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35 | $5.03K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 43 | $6.18K | 0.00% | +43 | New |
| Jones Financial Companies LLLP | 45 | $6.47K | 0.00% | +45 | New |
| GHP Investment Advisors, Inc. | 48 | $6.90K | 0.00% | −47−49.5% | Reduced |
| Cetera Trust Company, N.A | 55 | $7.91K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 59 | $8.00K | 0.00% | +1+1.7% | Added |
| Caitlin John, LLC | 56 | $8.05K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 58 | $8.34K | 0.00% | +58 | New |
| Eagle Bay Advisors LLC | 65 | $9.35K | 0.01% | +65 | New |
| Davidson Capital Management Inc. | 66 | $9.49K | 0.00% | −2−2.9% | Reduced |
| Continuum Advisory, LLC | 71 | $9.92K | 0.00% | +71 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 70 | $10.1K | 0.00% | +70 | New |
| GW&K Investment Management, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 77 | $11.1K | 0.00% | +30+63.8% | Added |
| Natixis | 85 | $12.2K | 0.00% | +85 | New |
| AdvisorNet Financial, Inc | 97 | $13.9K | 0.00% | −3−3.0% | Reduced |
| AlphaMark Advisors, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 95 | $14.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $14.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 111 | $16.0K | 0.01% | +95+593.8% | Added |
| Aspire Private Capital, LLC | 113 | $16.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 115 | $17.0K | 0.00% | +22+23.7% | Added |
| Massmutual Trust Co FSB | 122 | $17.5K | 0.00% | +7+6.1% | Added |
| Prestige Wealth Management Group LLC | 124 | $17.8K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 125 | $18.0K | 0.00% | +125 | New |
| JJJ Advisors Inc. | 127 | $18.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 136 | $20.0K | 0.00% | +136 | New |
| EverSource Wealth Advisors, LLC | 164 | $20.4K | 0.00% | +2+1.2% | Added |
| Allworth Financial LP | 143 | $20.6K | 0.00% | +1+0.7% | Added |
| Bokf, NA | 159 | $23.2K | 0.00% | +159 | New |
| Quarry LP | 164 | $23.6K | 0.01% | −120−42.3% | Reduced |
| V-Square Quantitative Management LLC | 171 | $24.6K | 0.00% | +171 | New |
| Rise Advisors, LLC | 173 | $24.9K | 0.01% | +173 | New |
| Umb Bank N A | 179 | $25.7K | 0.00% | −16−8.2% | Reduced |
| Harbour Investments, Inc. | 184 | $26.5K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $28.8K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 200 | $28.8K | 0.00% | +200 | New |
| Lindbrook Capital, LLC | 230 | $33.1K | 0.00% | −34−12.9% | Reduced |
| Smithfield Trust Co | 235 | $34.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 254 | $37.0K | 0.00% | +254 | New |
| Huntington National Bank | 276 | $39.7K | 0.00% | +27+10.8% | Added |
| LGT Financial Advisors LLC | 282 | $40.6K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 294 | $42.3K | 0.00% | +100+51.5% | Added |
| Fernwood Investment Management, LLC | 300 | $43.1K | 0.01% | +300 | New |
| Parallel Advisors, LLC | 316 | $45.4K | 0.00% | +30+10.5% | Added |
| CoreCap Advisors, LLC | 341 | $49.0K | 0.00% | +341 | New |
| Evergreen Private Wealth LLC | 400 | $57.5K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 418 | $60.9K | 0.00% | +32+8.3% | Added |
| TSFG, LLC | 500 | $72.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 561 | $80.7K | 0.00% | +159+39.6% | Added |
| Mendota Financial Group, LLC | 603 | $86.7K | 0.05% | −207−25.6% | Reduced |
| Manchester Capital Management LLC | 603 | $86.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 707 | $101.7K | 0.00% | −481−40.5% | Reduced |
| GAMMA Investing LLC | 712 | $102.4K | 0.02% | −58−7.5% | Reduced |
| Advisors Asset Management, Inc. | 714 | $102.7K | 0.00% | −5−0.7% | Reduced |
| Banque Cantonale Vaudoise | 732 | $105.0K | 0.00% | +53+7.8% | Added |
| Ronald Blue Trust, Inc. | 839 | $120.6K | 0.00% | +497+145.3% | Added |