| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Activest Wealth Management | 0 | $7 | 0.00% | −1−100.0% | Reduced |
| West Branch Capital LLC | 1 | $158 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1 | $258 | 0.00% | +1 | New |
| Colonial Trust Co | 1 | $258 | 0.00% | +1 | New |
| MAI Capital Management | 1 | $285 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 2 | $517 | 0.00% | −16−88.9% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $517 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $775 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $788 | 0.00% | +3 | New |
| Montag A & Associates Inc | 4 | $916 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $1.03K | 0.00% | +4 | New |
| Bryn Mawr Trust Co | 5 | $1.29K | 0.00% | −1−16.7% | Reduced |
| Kestra Investment Management, LLC | 5 | $1.29K | 0.00% | +5 | New |
| Albion Financial Group | 5 | $1.29K | 0.00% | +5 | New |
| Zions Bancorporation, N.A. | 7 | $1.81K | 0.00% | −11−61.1% | Reduced |
| FPC Investment Advisory, Inc. | 7 | $1.87K | 0.00% | +7 | New |
| GPS Wealth Strategies Group, LLC | 8 | $2.07K | 0.00% | −89−91.8% | Reduced |
| Richardson Financial Services Inc. | 8 | $2.07K | 0.00% | −4−33.3% | Reduced |
| Sierra Ocean, LLC | 8 | $2.07K | 0.00% | +8 | New |
| Versant Capital Management, Inc | 9 | $2.33K | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 9 | $2.33K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.58K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 12 | $3.10K | 0.00% | +6+100.0% | Added |
| Ronald Blue Trust, Inc. | 14 | $3.62K | 0.00% | −79−84.9% | Reduced |
| GAMMA Investing LLC | 14 | $3.62K | 0.00% | +10+250.0% | Added |
| Caitong International Asset Management Co., Ltd | 14 | $3.62K | 0.00% | +14 | New |
| Spectrum Wealth Counsel, LLC | 15 | $3.88K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $3.88K | 0.00% | +11+275.0% | Added |
| Continuum Advisory, LLC | 17 | $4.39K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 19 | $4.91K | 0.00% | +13+216.7% | Added |
| TFC Financial Management | 19 | $4.91K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 21 | $5.43K | 0.00% | +17+425.0% | Added |
| SBI Securities Co., Ltd. | 21 | $5.43K | 0.00% | +21 | New |
| Fairman Group, LLC | 24 | $6.20K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 24 | $6.20K | 0.00% | +24 | New |
| EverSource Wealth Advisors, LLC | 25 | $6.46K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $7.24K | 0.00% | +4+16.7% | Added |
| Bell Investment Advisors, Inc | 29 | $7.50K | 0.00% | +7+31.8% | Added |
| Hurley Capital, LLC | 30 | $7.70K | 0.01% | +30 | New |
| Central Trust Co | 39 | $10.1K | 0.00% | +37+1,850.0% | Added |
| Fifth Third Bancorp | 43 | $11.1K | 0.00% | +2+4.9% | Added |
| CVA Family Office, LLC | 43 | $11.1K | 0.00% | +33+330.0% | Added |
| TD Private Client Wealth LLC | 43 | $11.1K | 0.00% | +43 | New |
| Massmutual Trust Co FSB | 51 | $13.2K | 0.00% | −69−57.5% | Reduced |
| Hexagon Capital Partners LLC | 54 | $14.0K | 0.00% | +49+980.0% | Added |
| Allworth Financial LP | 62 | $16.5K | 0.00% | +9+17.0% | Added |
| PrairieView Partners, LLC | 75 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 75 | $19.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 76 | $19.6K | 0.00% | +46+153.3% | Added |
| Tortoise Investment Management, LLC | 77 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 78 | $20.2K | 0.00% | −9−10.3% | Reduced |
| Vista Private Wealth Partners. LLC | 87 | $22.5K | 0.01% | +87 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $23.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 90 | $23.3K | 0.00% | +90 | New |
| JCIC Asset Management Inc. | 91 | $23.5K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 95 | $24.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 96 | $24.8K | 0.00% | +82+585.7% | Added |
| Harvest Fund Management Co., Ltd | 98 | $25.0K | 0.00% | +98 | New |
| Creative Financial Designs Inc | 100 | $25.8K | 0.00% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 100 | $25.8K | 0.01% | +100 | New |
| Raleigh Capital Management Inc. | 100 | $25.9K | 0.01% | +100 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 103 | $26.6K | 0.02% | +103 | New |
| CIBC Private Wealth Group, LLC | 106 | $27.0K | 0.00% | −5−4.5% | Reduced |
| IFP Advisors, Inc | 117 | $30.8K | 0.00% | +83+244.1% | Added |
| Tower Research Capital LLC (TRC) | 127 | $32.8K | 0.00% | +127 | New |
| Harbor Investment Advisory, LLC | 128 | $33.1K | 0.00% | +50+64.1% | Added |
| First Horizon Advisors, Inc. | 131 | $33.9K | 0.00% | +37+39.4% | Added |
| Umb Bank N A | 135 | $34.9K | 0.00% | +50+58.8% | Added |
| CWM, LLC | 136 | $35.0K | 0.00% | −44−24.4% | Reduced |
| TD Waterhouse Canada Inc. | 140 | $36.1K | 0.00% | +140 | New |
| Hollencrest Capital Management | 142 | $36.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 152 | $39.3K | 0.00% | +152 | New |
| Northwestern Mutual Wealth Management Co | 176 | $45.5K | 0.00% | +172+4,300.0% | Added |
| Huntington National Bank | 209 | $54.0K | 0.00% | +202+2,885.7% | Added |
| Principal Securities, Inc. | 220 | $56.9K | 0.00% | +135+158.8% | Added |
| Global Retirement Partners, LLC | 237 | $61.3K | 0.00% | +4+1.7% | Added |
| R Squared Ltd | 290 | $75.0K | 0.07% | +290 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 300 | $77.5K | 0.00% | +191+175.2% | Added |
| Venturi Wealth Management, LLC | 350 | $90.5K | 0.00% | +3+0.9% | Added |
| Signaturefd, LLC | 357 | $92.2K | 0.00% | +342+2,280.0% | Added |
| FNY Investment Advisers, LLC | 375 | $96.0K | 0.05% | −2,104−84.9% | Reduced |
| Jones Financial Companies LLLP | 389 | $100.5K | 0.00% | +234+151.0% | Added |
| Rothschild Investment LLC | 403 | $104.2K | 0.01% | −1−0.2% | Reduced |
| Smartleaf Asset Management LLC | 405 | $104.5K | 0.01% | +291+255.3% | Added |
| Steward Partners Investment Advisory, LLC | 438 | $113.2K | 0.00% | +394+895.5% | Added |
| CoreCap Advisors, LLC | 450 | $116.3K | 0.01% | +125+38.5% | Added |
| Financial Perspectives, Inc | 517 | $134.2K | 0.05% | 00.0% | Unchanged |
| Hilltop National Bank | 525 | $135.7K | 0.04% | −31−5.6% | Reduced |
| Eagle Bay Advisors LLC | 523 | $135.7K | 0.09% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 526 | $135.9K | 0.00% | −38−6.7% | Reduced |
| Ci Investments Inc. | 535 | $138.0K | 0.00% | +12+2.3% | Added |
| State of Wyoming | 536 | $138.5K | 0.02% | +86+19.1% | Added |
| Ancora Advisors, LLC | 633 | $163.6K | 0.00% | +250+65.3% | Added |
| Game Plan Financial Advisors, LLC | 650 | $168.0K | 0.08% | +450+225.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 760 | $196.1K | 0.00% | −36−4.5% | Reduced |
| Atria Investments LLC | 791 | $204.4K | 0.00% | +791 | New |
| The PNC Financial Services Group, Inc. | 797 | $206.0K | 0.00% | −1,223−60.5% | Reduced |
| AXA S.A. | 806 | $208.3K | 0.00% | −3,630−81.8% | Reduced |
