| Kozak & Associates, Inc. | 0 | $6 | 0.00% | 0 | New |
| EverSource Wealth Advisors, LLC | 1 | $34 | 0.00% | −148−99.3% | Reduced |
| Transce3nd, LLC | 1 | $34 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 2 | $67 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $101 | 0.00% | +3 | New |
| WealthTrak Capital Management LLC | 5 | $169 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 7 | $236 | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 9 | $303 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $405 | 0.00% | +12 | New |
| Larson Financial Group LLC | 13 | $438 | 0.00% | −6−31.6% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $438 | 0.00% | +8+160.0% | Added |
| Riverview Trust Co | 15 | $505 | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $506 | 0.00% | −1−6.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 20 | $674 | 0.00% | +20 | New |
| Concord Wealth Partners | 21 | $707 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 21 | $735 | 0.07% | −23,162−99.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 24 | $809 | 0.00% | +24 | New |
| MV Capital Management, Inc. | 28 | $944 | 0.00% | +19+211.1% | Added |
| Hemington Wealth Management | 31 | $1.00K | 0.00% | +3+10.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | $1.01K | 0.00% | −77−72.0% | Reduced |
| Stance Capital LLC | 31 | $1.04K | 0.00% | +31 | New |
| Harbour Investments, Inc. | 33 | $1.11K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 44 | $1.48K | 0.00% | +44 | New |
| AdvisorNet Financial, Inc | 50 | $1.69K | 0.00% | −7−12.3% | Reduced |
| Private Wealth Management Group, LLC | 50 | $1.69K | 0.00% | +49+4,900.0% | Added |
| Truvestments Capital LLC | 51 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 48 | $1.74K | 0.00% | +48 | New |
| Venturi Wealth Management, LLC | 62 | $2.09K | 0.00% | −399−86.6% | Reduced |
| Farmers & Merchants Investments Inc | 66 | $2.22K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $2.39K | 0.00% | −9−11.3% | Reduced |
| Quent Capital, LLC | 76 | $2.56K | 0.00% | −468−86.0% | Reduced |
| Skopos Labs, Inc. | 77 | $2.60K | 0.00% | −4−4.9% | Reduced |
| MidAtlantic Capital Management, Inc. | 95 | $3.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $3.23K | 0.00% | +6+6.7% | Added |
| Cedar Mountain Advisors, LLC | 98 | $3.30K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 113 | $3.81K | 0.01% | +40+54.8% | Added |
| SRS Capital Advisors, Inc. | 122 | $4.11K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 123 | $4.61K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 138 | $4.65K | 0.00% | +40+40.8% | Added |
| Allworth Financial LP | 158 | $5.52K | 0.00% | −511−76.4% | Reduced |
| Manchester Capital Management LLC | 169 | $5.69K | 0.00% | −4,733−96.6% | Reduced |
| Mendota Financial Group, LLC | 188 | $6.33K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 189 | $6.37K | 0.00% | −50−20.9% | Reduced |
| Bell Investment Advisors, Inc | 193 | $6.50K | 0.00% | +27+16.3% | Added |
| Huntington National Bank | 205 | $6.91K | 0.00% | +25+13.9% | Added |
| Smartleaf Asset Management LLC | 216 | $7.13K | 0.00% | −8−3.6% | Reduced |
| Versant Capital Management, Inc | 214 | $7.21K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 220 | $7.41K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 223 | $7.51K | 0.00% | +223 | New |
| Geneos Wealth Management Inc. | 236 | $7.95K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 244 | $8.22K | 0.00% | +244 | New |
| Clark Wealth Partners | 245 | $8.25K | 0.01% | +245 | New |
| Grove Bank & Trust | 249 | $8.39K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 250 | $8.42K | 0.00% | −50−16.7% | Reduced |
| Itau Unibanco Holding S.A. | 254 | $8.56K | 0.00% | +25+10.9% | Added |
| Jones Financial Companies LLLP | 262 | $8.83K | 0.00% | +61+30.3% | Added |
| Bessemer Group Inc | 271 | $9.00K | 0.00% | +140+106.9% | Added |
| Central Trust Co | 268 | $9.03K | 0.00% | −49−15.5% | Reduced |
| FPC Investment Advisory, Inc. | 263 | $9.85K | 0.01% | +263 | New |
| Fourth Dimension Wealth, LLC | 311 | $10.5K | 0.01% | +311 | New |
| Lindbrook Capital, LLC | 313 | $10.5K | 0.00% | −274−46.7% | Reduced |
| Strategic Investment Solutions, Inc. | 218 | $10.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 328 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 331 | $11.5K | 0.01% | +331 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 339 | $11.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 352 | $11.9K | 0.00% | +156+79.6% | Added |
| Proequities, Inc. | 362 | $12.6K | 0.00% | −94−20.6% | Reduced |
| Private Trust Co NA | 380 | $12.8K | 0.00% | −531−58.3% | Reduced |
| United Community Bank | 380 | $12.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $13.5K | 0.00% | −23,600−98.3% | Reduced |
| Allianz SE | 445 | $15.0K | 0.00% | +445 | New |
| Parkside Financial Bank & Trust | 475 | $16.0K | 0.00% | +51+12.0% | Added |
| IFP Advisors, Inc | 450 | $16.3K | 0.00% | −25−5.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 495 | $16.7K | 0.00% | +11+2.3% | Added |
| Eastern Bank | 500 | $16.8K | 0.00% | −150−23.1% | Reduced |
| Indiana Trust & Investment Management CO | 500 | $16.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 485 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 524 | $17.7K | 0.00% | −67−11.3% | Reduced |
| Rise Advisors, LLC | 533 | $18.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 535 | $18.0K | 0.01% | +535 | New |
| Vega Investment Solutions | 546 | $18.4K | 0.02% | +546 | New |
| Ci Investments Inc. | 619 | $21.0K | 0.00% | +132+27.1% | Added |
| Catalyst Capital Advisors LLC | 639 | $21.5K | 0.00% | +39+6.5% | Added |
| Umb Bank N A | 663 | $22.3K | 0.00% | +454+217.2% | Added |
| Ronald Blue Trust, Inc. | 665 | $22.4K | 0.00% | −381−36.4% | Reduced |
| Independence Bank of Kentucky | 670 | $22.6K | 0.00% | +670 | New |
| Skandinaviska Enskilda Banken AB (publ) | 689 | $22.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 700 | $23.6K | 0.00% | −201−22.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 772 | $26.0K | 0.00% | −542−41.2% | Reduced |
| Farther Finance Advisors, LLC | 837 | $28.2K | 0.00% | −1,017−54.9% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 900 | $30.3K | 0.02% | +900 | New |
| Riggs Asset Managment Co. Inc. | 1,000 | $33.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,025 | $34.5K | 0.00% | +195+23.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,036 | $34.9K | 0.01% | −21,974−95.5% | Reduced |
| Bryn Mawr Trust Co | 1,180 | $39.8K | 0.00% | +721+157.1% | Added |
| Quadrant Capital Group LLC | 1,320 | $44.5K | 0.00% | −1,163−46.8% | Reduced |
| Atticus Wealth Management, LLC | 1,477 | $49.8K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,500 | $50.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,590 | $54.0K | 0.00% | +234+17.3% | Added |
| Mirova | 1,808 | $60.9K | 0.01% | −14,874−89.2% | Reduced |
