| Creative Financial Designs Inc | 0 | $2 | 0.00% | 0 | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $202 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $203 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $203 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $404 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $404 | 0.00% | +1+100.0% | Added |
| Raleigh Capital Management Inc. | 2 | $404 | 0.00% | +2 | New |
| South State Corp. | 2 | $405 | 0.00% | −12−85.7% | Reduced |
| Financial Management Professionals, Inc. | 2 | $405 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $606 | 0.00% | +2+200.0% | Added |
| Prestige Wealth Management Group LLC | 3 | $608 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $809 | 0.00% | −7−63.6% | Reduced |
| Cromwell Holdings LLC | 4 | $809 | 0.00% | +4 | New |
| Medallion Wealth Advisors, LLC | 4 | $836 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.01K | 0.00% | +1+25.0% | Added |
| Tortoise Investment Management, LLC | 5 | $1.01K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.21K | 0.00% | −4−40.0% | Reduced |
| Rakuten Securities, Inc. | 7 | $1.42K | 0.00% | +7 | New |
| Twin Peaks Wealth Advisors, LLC | 7 | $1.64K | 0.00% | +7 | New |
| Bryn Mawr Trust Co | 9 | $1.82K | 0.00% | +9 | New |
| Park Square Financial Group, LLC | 10 | $2.02K | 0.00% | −9−47.4% | Reduced |
| Centricity Wealth Management, LLC | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $2.22K | 0.00% | +11 | New |
| Montag A & Associates Inc | 12 | $2.36K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 13 | $2.63K | 0.00% | −26−66.7% | Reduced |
| Crowley Wealth Management, Inc. | 18 | $3.64K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19 | $3.84K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 19 | $3.84K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 22 | $4.00K | 0.00% | −2−8.3% | Reduced |
| Pandora Wealth, Inc. | 20 | $4.04K | 0.00% | +20 | New |
| Global Retirement Partners, LLC | 21 | $4.25K | 0.00% | +21 | New |
| Frazier Financial Advisors, LLC | 23 | $4.65K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 24 | $4.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $4.85K | 0.00% | +4+20.0% | Added |
| Farmers & Merchants Investments Inc | 27 | $5.46K | 0.00% | +3+12.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 30 | $6.06K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 30 | $6.06K | 0.00% | −5,136−99.4% | Reduced |
| Clearstead Advisors, LLC | 30 | $6.06K | 0.00% | −406−93.1% | Reduced |
| Quest Partners LLC | 31 | $6.26K | 0.00% | −15−32.6% | Reduced |
| WPG Advisers, LLC | 33 | $6.67K | 0.01% | −11−25.0% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $6.87K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $7.07K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 37 | $7.73K | 0.00% | +10+37.0% | Added |
| AdvisorNet Financial, Inc | 43 | $8.74K | 0.00% | +1+2.4% | Added |
| Costello Asset Management, INC | 46 | $9.22K | 0.00% | +31+206.7% | Added |
| J.Safra Asset Management Corp | 54 | $10.9K | 0.00% | −23−29.9% | Reduced |
| Ancora Advisors, LLC | 54 | $10.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $11.1K | 0.00% | +4+7.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 66 | $13.3K | 0.00% | −43−39.4% | Reduced |
| Rise Advisors, LLC | 68 | $13.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 73 | $14.8K | 0.00% | −172−70.2% | Reduced |
| Atlantic Trust, LLC | 75 | $15.2K | 0.00% | +75 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 85 | $17.2K | 0.00% | +19+28.8% | Added |
| SRS Capital Advisors, Inc. | 86 | $17.4K | 0.00% | +86 | New |
| Nomura Asset Management Co Ltd | 92 | $18.6K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 92 | $18.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 105 | $21.2K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 111 | $22.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 114 | $23.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 112 | $24.3K | 0.00% | +23+25.8% | Added |
| DT Investment Partners, LLC | 130 | $26.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 131 | $26.5K | 0.00% | −6−4.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 134 | $27.1K | 0.00% | +30+28.8% | Added |
| First Horizon Advisors, Inc. | 153 | $30.9K | 0.00% | −20−11.6% | Reduced |
| MAI Capital Management | 158 | $31.9K | 0.00% | +153+3,060.0% | Added |
| Hantz Financial Services, Inc. | 157 | $32.0K | 0.00% | +155+7,750.0% | Added |
| Optiver Holding B.V. | 169 | $34.2K | 0.00% | +62+57.9% | Added |
| EverSource Wealth Advisors, LLC | 172 | $34.8K | 0.00% | +87+102.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 180 | $36.4K | 0.00% | −3,691−95.4% | Reduced |
| Parallel Advisors, LLC | 180 | $36.4K | 0.00% | −66−26.8% | Reduced |
| Skopos Labs, Inc. | 181 | $36.6K | 0.00% | +117+182.8% | Added |
| NewSquare Capital LLC | 191 | $38.6K | 0.00% | −12−5.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 208 | $42.0K | 0.03% | +80+62.5% | Added |
| Principal Securities, Inc. | 224 | $45.3K | 0.00% | −1,027−82.1% | Reduced |
| Private Trust Co NA | 226 | $45.6K | 0.00% | −59−20.7% | Reduced |
| Smartleaf Asset Management LLC | 271 | $55.7K | 0.00% | −32−10.6% | Reduced |
| Jones Financial Companies LLLP | 278 | $56.9K | 0.00% | +48+20.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 293 | $59.0K | 0.00% | +293 | New |
| State of Wyoming | 304 | $61.4K | 0.01% | +304 | New |
| Mount Yale Investment Advisors, LLC | 313 | $63.3K | 0.00% | +313 | New |
| Strategic Wealth Partners, Ltd. | 327 | $66.1K | 0.01% | +327 | New |
| Assetmark, Inc | 372 | $75.2K | 0.00% | −21−5.3% | Reduced |
| Signaturefd, LLC | 394 | $79.6K | 0.00% | −72−15.5% | Reduced |
| Fifth Third Bancorp | 447 | $90.3K | 0.00% | −47−9.5% | Reduced |
| Harbor Investment Advisory, LLC | 499 | $100.9K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 500 | $101.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 504 | $101.9K | 0.00% | −138−21.5% | Reduced |
| Danske Bank A/S | 506 | $102.3K | 0.00% | −2,712−84.3% | Reduced |
| Colonial Trust Co | 513 | $103.7K | 0.02% | −5−1.0% | Reduced |
| Covestor Ltd | 564 | $114.0K | 0.07% | +177+45.7% | Added |
| Cullen/Frost Bankers, Inc. | 572 | $115.6K | 0.00% | −16−2.7% | Reduced |
| Macquarie Group Ltd | 596 | $120.5K | 0.00% | +596 | New |
| Sprucegrove Investment Management Ltd | 600 | $121.3K | 0.01% | +600 | New |