| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 1 | $168 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $168 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 1 | $169 | 0.00% | −48−98.0% | Reduced |
| WealthTrak Capital Management LLC | 1 | $169 | 0.00% | −3−75.0% | Reduced |
| AdvisorNet Financial, Inc | 1 | $169 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $169 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $169 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $169 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $169 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 1 | $169 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 1 | $169 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $169 | 0.00% | +1 | New |
| Winnow Wealth LLC | 2 | $217 | 0.00% | +1+100.0% | Added |
| Cornerstone Planning Group LLC | 2 | $305 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $318 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $335 | 0.00% | +2 | New |
| Chesapeake Asset Management LLC | 2 | $337 | 0.00% | +1+100.0% | Added |
| Key Financial Inc | 2 | $338 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3 | $507 | 0.00% | −62−95.4% | Reduced |
| Whipplewood Advisors, LLC | 18 | $507 | 0.00% | +15+500.0% | Added |
| SWAN Capital LLC | 3 | $507 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $507 | 0.00% | +2+200.0% | Added |
| Sierra Ocean, LLC | 4 | $675 | 0.00% | −10−71.4% | Reduced |
| NVWM, LLC | 4 | $675 | 0.00% | +3+300.0% | Added |
| SJS Investment Consulting Inc. | 4 | $676 | 0.00% | +3+300.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $843 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5 | $845 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $845 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.01K | 0.00% | +2+50.0% | Added |
| TD Waterhouse Canada Inc. | 7 | $1.17K | 0.00% | −16−69.6% | Reduced |
| Creekmur Asset Management LLC | 8 | $1.35K | 0.00% | −2,651−99.7% | Reduced |
| Bruce G. Allen Investments, LLC | 8 | $1.35K | 0.00% | −2−20.0% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.35K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 8 | $1.35K | 0.00% | +8 | New |
| Core Alternative Capital | 9 | $1.52K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $1.52K | 0.00% | +2+28.6% | Added |
| Activest Wealth Management | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $1.69K | 0.00% | +1+11.1% | Added |
| Whittier Trust Co of Nevada Inc | 13 | $2.19K | 0.00% | +13 | New |
| Private Trust Co NA | 14 | $2.36K | 0.00% | −17−54.8% | Reduced |
| Highline Wealth Partners LLC | 14 | $2.36K | 0.00% | +14 | New |
| South State Corp. | 16 | $2.70K | 0.00% | +16 | New |
| Dunhill Financial, LLC | 18 | $3.02K | 0.00% | −1−5.3% | Reduced |
| Ameriflex Group, Inc. | 21 | $3.55K | 0.00% | +21 | New |
| Saudi Central Bank | 22 | $3.71K | 0.02% | +22 | New |
| True Wealth Design, LLC | 22 | $3.71K | 0.00% | −45−67.2% | Reduced |
| Bryn Mawr Trust Co | 23 | $3.88K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 23 | $3.88K | 0.00% | +9+64.3% | Added |
| Cape Investment Advisory, Inc. | 25 | $4.22K | 0.00% | −11−30.6% | Reduced |
| Harbor Investment Advisory, LLC | 28 | $4.73K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $5.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $5.57K | 0.00% | +5+17.9% | Added |
| Farmers & Merchants Investments Inc | 37 | $6.25K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $6.58K | 0.00% | −14−26.4% | Reduced |
| Smithfield Trust Co | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 45 | $7.60K | 0.00% | −22−32.8% | Reduced |
| Hemington Wealth Management | 52 | $8.00K | 0.00% | +6+13.0% | Added |
| JFS Wealth Advisors, LLC | 49 | $8.27K | 0.00% | +13+36.1% | Added |
| Eastern Bank | 50 | $8.44K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 50 | $8.44K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $8.44K | 0.00% | +11+28.2% | Added |
| Geneos Wealth Management Inc. | 51 | $8.61K | 0.00% | +47+1,175.0% | Added |
| Harbour Investments, Inc. | 53 | $8.95K | 0.00% | −29−35.4% | Reduced |
| Financial Freedom, LLC | 55 | $9.29K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $9.46K | 0.00% | +16+40.0% | Added |
| Brown Brothers Harriman & Co | 58 | $9.79K | 0.00% | +10+20.8% | Added |
| GW&K Investment Management, LLC | 57 | $10.0K | 0.00% | +21+58.3% | Added |
| CVA Family Office, LLC | 60 | $10.1K | 0.00% | +38+172.7% | Added |
| WPG Advisers, LLC | 61 | $10.3K | 0.01% | −6−9.0% | Reduced |
| Rothschild Investment LLC | 63 | $10.6K | 0.00% | +16+34.0% | Added |
| Skopos Labs, Inc. | 69 | $11.7K | 0.00% | +15+27.8% | Added |
| Versant Capital Management, Inc | 71 | $12.0K | 0.00% | −78−52.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 80 | $12.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 76 | $12.8K | 0.00% | +48+171.4% | Added |
| Smartleaf Asset Management LLC | 83 | $14.0K | 0.00% | −11−11.7% | Reduced |
| Capital A Wealth Management, LLC | 85 | $14.4K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 93 | $15.7K | 0.00% | −45−32.6% | Reduced |
| UMA Financial Services, Inc. | 93 | $15.7K | 0.00% | −117−55.7% | Reduced |
| Massmutual Trust Co FSB | 98 | $16.5K | 0.00% | +39+66.1% | Added |
| EverSource Wealth Advisors, LLC | 101 | $17.1K | 0.00% | −13−11.4% | Reduced |
| Farther Finance Advisors, LLC | 104 | $17.4K | 0.00% | −109−51.2% | Reduced |
| Umb Bank N A | 104 | $17.6K | 0.00% | +36+52.9% | Added |
| Tortoise Investment Management, LLC | 106 | $17.9K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 107 | $18.1K | 0.00% | −27,126−99.6% | Reduced |
| Rakuten Securities, Inc. | 111 | $18.7K | 0.01% | +67+152.3% | Added |
| Parallel Advisors, LLC | 116 | $19.6K | 0.00% | −194−62.6% | Reduced |
| Boston Private Wealth LLC | 118 | $19.9K | 0.00% | +118 | New |
| Washington Trust Advisors, Inc. | 125 | $21.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 140 | $22.1K | 0.00% | −20−12.5% | Reduced |
| Salem Investment Counselors Inc | 137 | $23.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 104 | $24.3K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 155 | $26.2K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 195 | $28.0K | 0.02% | +195 | New |
| Compagnie Lombard Odier SCmA | 175 | $29.5K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 180 | $30.4K | 0.00% | 00.0% | Unchanged |