| Creative Financial Designs Inc | 0 | $3 | 0.00% | 0 | New |
| PSI Advisors, LLC | 1 | $247 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $247 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1 | $247 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $247 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $494 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $494 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2 | $494 | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $494 | 0.00% | +2 | New |
| Kestra Investment Management, LLC | 2 | $494 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $494 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $494 | 0.00% | +2 | New |
| Headlands Technologies LLC | 3 | $740 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $742 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4 | $987 | 0.00% | −2−33.3% | Reduced |
| Medallion Wealth Advisors, LLC | 4 | $987 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $988 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $1.23K | 0.00% | −1−16.7% | Reduced |
| Beacon Capital Management, LLC | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6 | $1.48K | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 7 | $1.67K | 0.00% | +2+40.0% | Added |
| Harbour Investments, Inc. | 8 | $1.97K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8 | $2.15K | 0.20% | −8,499−99.9% | Reduced |
| Montag A & Associates Inc | 9 | $2.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $2.47K | 0.00% | −4−28.6% | Reduced |
| Provenance Wealth Advisors, LLC | 10 | $2.47K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 10 | $2.47K | 0.00% | +10 | New |
| Centricity Wealth Management, LLC | 10 | $2.47K | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $2.72K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $2.96K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $3.21K | 0.00% | −1−7.1% | Reduced |
| Whipplewood Advisors, LLC | 13 | $3.21K | 0.00% | +13 | New |
| Altshuler Shaham Ltd | 14 | $3.46K | 0.00% | −2−12.5% | Reduced |
| Hemington Wealth Management | 18 | $4.00K | 0.00% | +8+80.0% | Added |
| Bokf, NA | 18 | $4.23K | 0.00% | −18−50.0% | Reduced |
| Crowley Wealth Management, Inc. | 18 | $4.44K | 0.00% | +18 | New |
| Avalon Trust Co | 19 | $4.69K | 0.00% | +19 | New |
| Bayforest Capital Ltd | 20 | $4.93K | 0.01% | +20 | New |
| Geneos Wealth Management Inc. | 22 | $5.43K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $5.43K | 0.00% | +2+10.0% | Added |
| Frazier Financial Advisors, LLC | 23 | $5.67K | 0.00% | −18−43.9% | Reduced |
| Red Tortoise LLC | 24 | $5.92K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 26 | $6.41K | 0.00% | +1+4.0% | Added |
| Meeder Asset Management Inc | 26 | $6.42K | 0.00% | −6−18.8% | Reduced |
| Synergy Financial Management, LLC | 23 | $6.62K | 0.00% | +23 | New |
| Park Square Financial Group, LLC | 30 | $7.40K | 0.01% | +30 | New |
| JFS Wealth Advisors, LLC | 34 | $8.39K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $8.64K | 0.01% | −25−41.7% | Reduced |
| Richardson Financial Services Inc. | 37 | $9.12K | 0.01% | −22−37.3% | Reduced |
| TCTC Holdings, LLC | 42 | $10.4K | 0.00% | +42 | New |
| AdvisorNet Financial, Inc | 42 | $10.4K | 0.00% | −5−10.6% | Reduced |
| Versant Capital Management, Inc | 51 | $12.6K | 0.00% | +46+920.0% | Added |
| Ancora Advisors, LLC | 54 | $13.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 55 | $13.5K | 0.00% | +41+292.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 55 | $13.6K | 0.01% | +20+57.1% | Added |
| WPG Advisers, LLC | 58 | $14.3K | 0.01% | +58 | New |
| Migdal Insurance & Financial Holdings Ltd. | 60 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $16.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 67 | $16.5K | 0.00% | −22−24.7% | Reduced |
| Caitlin John, LLC | 69 | $17.0K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 73 | $18.0K | 0.00% | +73 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79 | $19.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 82 | $20.0K | 0.00% | −77−48.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 86 | $21.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 92 | $22.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 93 | $22.9K | 0.00% | +13+16.3% | Added |
| Van Hulzen Asset Management, LLC | 94 | $23.2K | 0.00% | +94 | New |
| Skopos Labs, Inc. | 96 | $23.7K | 0.01% | +94+4,700.0% | Added |
| Coppell Advisory Solutions LLC | 97 | $23.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 99 | $24.5K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 105 | $25.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 113 | $27.0K | 0.00% | −95−45.7% | Reduced |
| Security National Bank | 111 | $27.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 95 | $27.4K | 0.00% | +69+265.4% | Added |
| Eagle Bay Advisors LLC | 113 | $27.9K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 114 | $28.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 128 | $31.6K | 0.00% | −15−10.5% | Reduced |
| DT Investment Partners, LLC | 130 | $32.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 149 | $36.8K | 0.00% | +33+28.4% | Added |
| Massmutual Trust Co FSB | 150 | $37.0K | 0.00% | +22+17.2% | Added |
| Parallel Advisors, LLC | 194 | $47.9K | 0.00% | −6−3.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 197 | $48.6K | 0.05% | +197 | New |
| NewSquare Capital LLC | 199 | $49.1K | 0.00% | +8+4.2% | Added |
| Private Trust Co NA | 205 | $50.6K | 0.01% | +71+53.0% | Added |
| Huntington National Bank | 237 | $58.5K | 0.00% | +144+154.8% | Added |
| Virtus Fund Advisers, LLC | 259 | $63.9K | 0.20% | −126−32.7% | Reduced |
| SRS Capital Advisors, Inc. | 284 | $70.1K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 300 | $74.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 303 | $74.8K | 0.00% | −6−1.9% | Reduced |
| R Squared Ltd | 330 | $81.4K | 0.08% | +330 | New |
| Signaturefd, LLC | 335 | $82.7K | 0.00% | +5+1.5% | Added |
| Mather Group, LLC. | 385 | $95.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 399 | $99.0K | 0.06% | −72−15.3% | Reduced |
| Harbor Investment Advisory, LLC | 418 | $103.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 434 | $107.1K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 443 | $109.3K | 0.24% | +310+233.1% | Added |
| Fifth Third Bancorp | 493 | $121.7K | 0.00% | −51−9.4% | Reduced |