| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $411 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $412 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $588 | 0.00% | +3 | New |
| Horizon Investments, LLC | 3 | $617 | 0.00% | +1+50.0% | Added |
| Abound Wealth Management | 4 | $823 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $1.85K | 0.00% | +1+12.5% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $2.06K | 0.00% | +10 | New |
| Allworth Financial LP | 11 | $2.26K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $2.47K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $2.67K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 14 | $2.88K | 0.00% | −48−77.4% | Reduced |
| SJS Investment Consulting Inc. | 15 | $3.09K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 16 | $3.29K | 0.00% | +16 | New |
| Private Wealth Management Group, LLC | 16 | $3.29K | 0.00% | +16 | New |
| Manchester Capital Management LLC | 17 | $3.50K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $3.92K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $5.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $5.14K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 26 | $5.35K | 0.00% | −1−3.7% | Reduced |
| Frazier Financial Advisors, LLC | 26 | $5.35K | 0.00% | +26 | New |
| Foster Dykema Cabot & Partners, LLC | 27 | $5.55K | 0.00% | +27 | New |
| Bokf, NA | 29 | $5.96K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 30 | $6.17K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 32 | $6.58K | 0.00% | +1+3.2% | Added |
| JFS Wealth Advisors, LLC | 33 | $6.79K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $7.02K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 35 | $7.20K | 0.00% | +35 | New |
| LGT Financial Advisors LLC | 37 | $7.61K | 0.01% | +1+2.8% | Added |
| Hanseatic Management Services Inc | 42 | $8.64K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 47 | $9.67K | 0.00% | +47 | New |
| CarsonAllaria Wealth Management, Ltd. | 50 | $10.3K | 0.01% | +50 | New |
| IFP Advisors, Inc | 52 | $10.7K | 0.00% | +26+100.0% | Added |
| Scarborough Advisors, LLC | 55 | $11.3K | 0.00% | +55 | New |
| Point72 Europe (London) LLP | 57 | $11.7K | 0.00% | +57 | New |
| National Bank of Canada | 63 | $12.7K | 0.00% | +63 | New |
| FinTrust Capital Advisors, LLC | 63 | $13.0K | 0.00% | +39+162.5% | Added |
| Stone House Investment Management, LLC | 72 | $14.8K | 0.01% | +72 | New |
| Barrett & Company, Inc. | 75 | $15.4K | 0.01% | +75 | New |
| Private Trust Co NA | 76 | $15.6K | 0.00% | +30+65.2% | Added |
| Wetzel Investment Advisors, Inc. | 81 | $17.0K | 0.01% | +81 | New |
| Solstein Capital, LLC | 84 | $17.3K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 92 | $18.9K | 0.00% | −53−36.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 102 | $20.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 114 | $23.4K | 0.00% | −14−10.9% | Reduced |
| Parallel Advisors, LLC | 114 | $23.5K | 0.00% | +68+147.8% | Added |
| Kelly Financial Services LLC | 116 | $23.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 117 | $24.0K | 0.00% | −73−38.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 119 | $24.0K | 0.00% | +119 | New |
| SYSTM Wealth Solutions LLC | 124 | $25.5K | 0.00% | +124 | New |
| Byrne Asset Management LLC | 124 | $25.7K | 0.02% | +124 | New |
| Brown Brothers Harriman & Co | 141 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 141 | $29.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 150 | $30.4K | 0.00% | −6−3.8% | Reduced |
| Clearstead Advisors, LLC | 205 | $42.2K | 0.00% | +194+1,763.6% | Added |
| Coston, McIsaac & Partners | 232 | $47.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 246 | $50.6K | 0.00% | +3+1.2% | Added |
| AdvisorNet Financial, Inc | 252 | $51.8K | 0.00% | +1+0.4% | Added |
| GAMMA Investing LLC | 281 | $61.1K | 0.02% | +281 | New |
| Spire Wealth Management | 300 | $61.4K | 0.00% | +300 | New |
| Advisory Services Network, LLC | 301 | $61.8K | 0.00% | +301 | New |
| First Horizon Advisors, Inc. | 318 | $65.4K | 0.00% | −69−17.8% | Reduced |
| Signaturefd, LLC | 333 | $68.5K | 0.00% | +12+3.7% | Added |
| Castleview Partners, LLC | 349 | $71.8K | 0.05% | +349 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 368 | $76.0K | 0.00% | +368 | New |
| Quest Partners LLC | 389 | $80.0K | 0.02% | +389 | New |
| Parkside Financial Bank & Trust | 400 | $82.3K | 0.01% | −100−20.0% | Reduced |
| Ronald Blue Trust, Inc. | 520 | $89.0K | 0.00% | +29+5.9% | Added |
| Proequities, Inc. | 455 | $93.6K | 0.01% | +68+17.6% | Added |
| Archer Investment Corp | 492 | $101.2K | 0.03% | −58−10.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 536 | $110.2K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 551 | $113.3K | 0.70% | −93−14.4% | Reduced |
| Covestor Ltd | 561 | $115.0K | 0.08% | +68+13.8% | Added |
| Principal Securities, Inc. | 565 | $116.2K | 0.00% | +565 | New |
| GWM Advisors LLC | 603 | $124.1K | 0.00% | −1,350−69.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 608 | $125.0K | 0.04% | +608 | New |
| Skandinaviska Enskilda Banken AB (publ) | 700 | $144.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 743 | $152.8K | 0.15% | +743 | New |
| KBC Group NV | 786 | $162.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 863 | $170.2K | 0.00% | +863 | New |
| TD Private Client Wealth LLC | 951 | $195.6K | 0.01% | +398+72.0% | Added |
| Impact Partnership Wealth, LLC | 959 | $197.2K | 0.07% | −35−3.5% | Reduced |
| Scotia Capital Inc. | 1,000 | $205.7K | 0.00% | −969−49.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,000 | $205.7K | 0.00% | +1,000 | New |
| Divisadero Street Capital Management, LP | 1,000 | $205.7K | 0.05% | +1,000 | New |
| CIBC Asset Management Inc | 1,008 | $207.3K | 0.00% | +1,008 | New |
| Baker Tilly Wealth Management, LLC | 1,009 | $207.5K | 0.03% | −358−26.2% | Reduced |
| Personal Cfo Solutions, LLC | 1,009 | $207.6K | 0.04% | +1,009 | New |
| Verition Fund Management LLC | 1,027 | $211.2K | 0.00% | +1,027 | New |
| Prelude Capital Management, LLC | 1,040 | $213.9K | 0.02% | +1,040 | New |
| SG Americas Securities, LLC | 1,070 | $220.0K | 0.00% | −9,832−90.2% | Reduced |
| Lifestyle Asset Management, Inc. | 1,077 | $221.5K | 0.12% | +1,077 | New |
| Gallacher Capital Management LLC | 1,079 | $221.9K | 0.12% | +1,079 | New |
| AIA Group Ltd | 1,084 | $222.9K | 0.01% | +1,084 | New |
| Cipher Capital LP | 1,095 | $225.2K | 0.07% | −115−9.5% | Reduced |
| DRW Securities, LLC | 1,100 | $226.2K | 0.01% | +1,100 | New |
| Bridgefront Capital, LLC | 1,125 | $231.4K | 0.17% | +1,125 | New |
| FirstPurpose Wealth LLC | 1,133 | $233.0K | 0.09% | −100−8.1% | Reduced |
