| Capital Advisors, Ltd. LLC | 1 | $1.00K | 0.00% | +1 | New |
| Ancora Advisors, LLC | 1 | $1.49K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $1.49K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $1.49K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $1.49K | 0.00% | +1 | New |
| Innealta Capital, LLC | 1 | $1.49K | 0.00% | +1 | New |
| TFC Financial Management | 1 | $1.49K | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $1.49K | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $1.50K | 0.00% | −5−83.3% | Reduced |
| PEAK6 Investments LLC | 1 | $1.60K | 0.00% | −2−66.7% | Reduced |
| Bellevue Asset Management, LLC | 2 | $2.98K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2 | $2.98K | 0.00% | +1+100.0% | Added |
| Anfield Capital Management, LLC | 2 | $2.98K | 0.00% | +2 | New |
| Triad Wealth Partners, LLC | 2 | $2.98K | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $2.98K | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 2 | $2.98K | 0.00% | +1+100.0% | Added |
| Cornerstone Planning Group LLC | 2 | $3.16K | 0.00% | −3−60.0% | Reduced |
| Altshuler Shaham Ltd | 3 | $4.47K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $4.47K | 0.00% | +3 | New |
| Private Ocean, LLC | 3 | $4.47K | 0.00% | +3 | New |
| ESL Trust Services, LLC | 3 | $4.47K | 0.00% | +3 | New |
| Versant Capital Management, Inc | 4 | $5.96K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4 | $5.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $6.35K | 0.00% | +2+100.0% | Added |
| Avion Wealth | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5 | $7.44K | 0.00% | +1+25.0% | Added |
| SJS Investment Consulting Inc. | 5 | $7.44K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5 | $7.44K | 0.00% | +5 | New |
| Westend Capital Management, LLC | 5 | $7.48K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $8.93K | 0.00% | −57−90.5% | Reduced |
| Abound Wealth Management | 6 | $8.93K | 0.00% | −3−33.3% | Reduced |
| Gradient Investments LLC | 6 | $8.93K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6 | $8.93K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $8.93K | 0.00% | +6 | New |
| Sandy Spring Bank | 6 | $8.93K | 0.00% | +6 | New |
| Opal Wealth Advisors, LLC | 6 | $8.93K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $10.4K | 0.00% | +1+16.7% | Added |
| Catalyst Capital Advisors LLC | 8 | $11.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $13.4K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 9 | $13.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 9 | $13.4K | 0.00% | +9 | New |
| Dunhill Financial, LLC | 9 | $13.9K | 0.01% | +7+350.0% | Added |
| J.Safra Asset Management Corp | 10 | $14.9K | 0.00% | −29−74.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10 | $14.9K | 0.01% | −20−66.7% | Reduced |
| Colonial Trust Co | 10 | $15.2K | 0.00% | +1+11.1% | Added |
| AdvisorNet Financial, Inc | 11 | $16.4K | 0.00% | −3−21.4% | Reduced |
| Rothschild Investment LLC | 11 | $16.4K | 0.00% | +5+83.3% | Added |
| WealthCollab, LLC | 11 | $16.4K | 0.01% | +1+10.0% | Added |
| Hartford Financial Management Inc. | 12 | $17.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12 | $17.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 12 | $18.4K | 0.01% | +12 | New |
| CVA Family Office, LLC | 13 | $19.4K | 0.00% | +4+44.4% | Added |
| Private Wealth Management Group, LLC | 13 | $19.4K | 0.01% | +6+85.7% | Added |
| Elequin Capital LP | 13 | $19.4K | 0.01% | +13 | New |
| Adirondack Trust Co | 15 | $22.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $22.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15 | $22.3K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $23.8K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 16 | $23.8K | 0.00% | +16 | New |
| Logan Capital Management Inc | 17 | $25.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $25.3K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 18 | $26.8K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $26.8K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 19 | $28.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 19 | $28.3K | 0.00% | +19 | New |
| Barrett & Company, Inc. | 20 | $29.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 20 | $29.8K | 0.00% | +9+81.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $29.8K | 0.01% | +6+42.9% | Added |
| Kiely Wealth Advisory Group, Inc. | 18 | $30.8K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 20 | $31.0K | 0.02% | −16−44.4% | Reduced |
| Frazier Financial Advisors, LLC | 21 | $31.3K | 0.02% | +10+90.9% | Added |
| DSM Capital Partners LLC | 23 | $34.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $34.2K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 23 | $34.2K | 0.01% | +23 | New |
| Caldwell Sutter Capital, Inc. | 25 | $37.2K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 25 | $37.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $37.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $38.7K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 27 | $40.0K | 0.00% | −47−63.5% | Reduced |
| SRS Capital Advisors, Inc. | 27 | $40.2K | 0.00% | +11+68.8% | Added |
| Great Lakes Retirement, Inc. | 30 | $44.7K | 0.01% | −211−87.6% | Reduced |
| Valley National Advisers Inc | 35 | $52.0K | 0.01% | +35 | New |
| Providence Capital Advisors, LLC | 36 | $53.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 37 | $55.1K | 0.00% | +4+12.1% | Added |
| Key Financial Inc | 38 | $56.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 38 | $56.6K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 38 | $57.2K | 0.01% | +38 | New |
| Advisors Asset Management, Inc. | 42 | $62.5K | 0.00% | +21+100.0% | Added |
| Carolinas Wealth Consulting LLC | 42 | $62.5K | 0.01% | +42 | New |
| Optiver Holding B.V. | 44 | $65.5K | 0.00% | +44 | New |
| LGT Financial Advisors LLC | 45 | $67.0K | 0.14% | 00.0% | Unchanged |
| Alta Advisers Ltd | 50 | $74.4K | 0.04% | +50 | New |
| Parkside Financial Bank & Trust | 51 | $75.9K | 0.01% | +23+82.1% | Added |
| City Holding Co | 53 | $78.9K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 55 | $81.9K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 55 | $81.9K | 0.01% | +11+25.0% | Added |
| Smartleaf Asset Management LLC | 57 | $84.2K | 0.01% | +20+54.1% | Added |
| Rise Advisors, LLC | 59 | $87.8K | 0.05% | −3−4.8% | Reduced |
| Tobam | 60 | $89.0K | 0.01% | −70−53.8% | Reduced |