| Cloud Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 0 | $20 | 0.00% | 0 | New |
| Turning Point Benefit Group, Inc. | 1 | $303 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $304 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1 | $322 | 0.00% | −180−99.4% | Reduced |
| Fortitude Family Office, LLC | 1 | $322 | 0.00% | −2−66.7% | Reduced |
| AdvisorNet Financial, Inc | 1 | $322 | 0.00% | −1−50.0% | Reduced |
| MV Capital Management, Inc. | 1 | $322 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $322 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $322 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $386 | 0.00% | −4−66.7% | Reduced |
| Dunhill Financial, LLC | 1 | $388 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $644 | 0.00% | −2−50.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $644 | 0.00% | −1−33.3% | Reduced |
| Tortoise Investment Management, LLC | 2 | $644 | 0.00% | −1−33.3% | Reduced |
| Rossby Financial, LCC | 3 | $911 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 5 | $1.00K | 0.00% | −7−58.3% | Reduced |
| Resources Management Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $1.29K | 0.00% | +1+33.3% | Added |
| Aspect Partners, LLC | 4 | $1.29K | 0.00% | +4 | New |
| Cromwell Holdings LLC | 4 | $1.29K | 0.00% | −3−42.9% | Reduced |
| Marquette Asset Management, LLC | 4 | $1.29K | 0.00% | +4 | New |
| Financial Network Wealth Advisors LLC | 5 | $1.61K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.61K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $1.61K | 0.00% | +2+66.7% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.79K | 0.00% | +6 | New |
| Hollencrest Capital Management | 6 | $1.93K | 0.00% | −52−89.7% | Reduced |
| N.E.W. Advisory Services LLC | 6 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $1.93K | 0.00% | −3−33.3% | Reduced |
| Winthrop Capital Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $2.02K | 0.00% | −85−93.4% | Reduced |
| Arlington Trust Co LLC | 8 | $2.58K | 0.00% | −2−20.0% | Reduced |
| Brown Brothers Harriman & Co | 8 | $2.58K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11 | $3.54K | 0.00% | +11 | New |
| Atlantic Trust, LLC | 11 | $3.54K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 14 | $4.51K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 14 | $4.51K | 0.00% | +2+16.7% | Added |
| South State Corp. | 15 | $4.83K | 0.00% | −75−83.3% | Reduced |
| Asset Dedication, LLC | 15 | $4.83K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $5.47K | 0.00% | +4+30.8% | Added |
| Cary Street Partner Investment Advisory LLC | 18 | $5.79K | 0.00% | +18 | New |
| Darwin Advisors, LLC | 20 | $6.44K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 21 | $6.76K | 0.00% | +2+10.5% | Added |
| Matrix Trust Co | 21 | $7.00K | 0.00% | −5−19.2% | Reduced |
| Meeder Asset Management Inc | 24 | $7.72K | 0.00% | +5+26.3% | Added |
| ORG Wealth Partners, LLC | 25 | $8.05K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 25 | $8.05K | 0.00% | +3+13.6% | Added |
| Wiser Advisor Group LLC | 27 | $8.69K | 0.01% | +27 | New |
| FIL Ltd | 29 | $9.33K | 0.00% | +29 | New |
| Farmers & Merchants Investments Inc | 31 | $9.98K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 32 | $10.3K | 0.00% | +19+146.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 37 | $11.9K | 0.00% | +37 | New |
| Cullen/Frost Bankers, Inc. | 39 | $12.6K | 0.00% | −111−74.0% | Reduced |
| Spire Wealth Management | 39 | $12.6K | 0.00% | −26−40.0% | Reduced |
| Nomura Asset Management Co Ltd | 42 | $13.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 180 | $14.7K | 0.00% | +178+8,900.0% | Added |
| Smartleaf Asset Management LLC | 47 | $15.5K | 0.00% | +9+23.7% | Added |
| Quaker Wealth Management, LLC | 52 | $16.7K | 0.01% | −7−11.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 56 | $18.0K | 0.00% | +56 | New |
| Sterling Capital Management LLC | 57 | $18.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 59 | $19.0K | 0.00% | +59 | New |
| Root Financial Partners, LLC | 66 | $21.2K | 0.00% | +66 | New |
| Plato Investment Management Ltd | 71 | $22.7K | 0.00% | −135−65.5% | Reduced |
| Contravisory Investment Management, Inc. | 74 | $23.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 76 | $24.5K | 0.00% | +15+24.6% | Added |
| Berbice Capital Management LLC | 80 | $25.7K | 0.02% | +80 | New |
| Kerr Financial Planning Corp | 145 | $25.9K | 0.04% | +145 | New |
| Rise Advisors, LLC | 81 | $26.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 85 | $27.4K | 0.00% | +51+150.0% | Added |
| Signaturefd, LLC | 87 | $28.0K | 0.00% | −114−56.7% | Reduced |
| TFC Financial Management | 90 | $29.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 90 | $29.0K | 0.00% | +10+12.5% | Added |
| Atlantic Union Bankshares Corp | 100 | $32.2K | 0.00% | +100 | New |
| Wealthspire Advisors, LLC | 102 | $32.8K | 0.00% | +102 | New |
| Ci Investments Inc. | 102 | $33.0K | 0.00% | −11−9.7% | Reduced |
| Advisors Asset Management, Inc. | 118 | $38.0K | 0.00% | +118 | New |
| Whittier Trust Co | 124 | $40.0K | 0.00% | +17+15.9% | Added |
| Versant Capital Management, Inc | 129 | $41.5K | 0.01% | −58−31.0% | Reduced |
| Parallel Advisors, LLC | 132 | $42.5K | 0.00% | −54−29.0% | Reduced |
| Farther Finance Advisors, LLC | 133 | $42.8K | 0.00% | +60+82.2% | Added |
| CoreCap Advisors, LLC | 147 | $47.3K | 0.00% | −1,230−89.3% | Reduced |
| MAI Capital Management | 163 | $52.5K | 0.00% | −53−24.5% | Reduced |
| Globeflex Capital L P | 189 | $60.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 205 | $66.0K | 0.00% | +104+103.0% | Added |
| Penserra Capital Management LLC | 211 | $67.0K | 0.00% | +2+1.0% | Added |
| Banque Cantonale Vaudoise | 216 | $70.0K | 0.00% | +216 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 220 | $70.8K | 0.04% | +40+22.2% | Added |
| Smithfield Trust Co | 237 | $76.0K | 0.00% | +62+35.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 239 | $76.9K | 0.00% | +21+9.6% | Added |
| Hantz Financial Services, Inc. | 247 | $79.0K | 0.00% | +22+9.8% | Added |
| True Wealth Design, LLC | 247 | $79.5K | 0.02% | +71+40.3% | Added |
| TD Waterhouse Canada Inc. | 270 | $82.1K | 0.00% | +114+73.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 277 | $89.2K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 283 | $91.1K | 0.01% | +283 | New |
| Larson Financial Group LLC | 284 | $91.4K | 0.00% | +155+120.2% | Added |
| Fifth Third Bancorp | 293 | $94.3K | 0.00% | −7−2.3% | Reduced |
| Shell Asset Management Co | 295 | $95.0K | 0.01% | −437−59.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 316 | $99.2K | 0.07% | +138+77.5% | Added |
