| SWAN Capital LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $46 | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 4 | $62 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5 | $77 | 0.00% | −1,230−99.6% | Reduced |
| Tucker Asset Management LLC | 5 | $77 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 6 | $92 | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $93 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 9 | $139 | 0.00% | +9 | New |
| Game Plan Financial Advisors, LLC | 11 | $169 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 15 | $230 | 0.00% | +15 | New |
| International Assets Investment Management, LLC | 18 | $276 | 0.00% | +18 | New |
| Lummis Asset Management, LP | 24 | $368 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 25 | $384 | 0.00% | −814−97.0% | Reduced |
| Versant Capital Management, Inc | 26 | $399 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 26 | $403 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $414 | 0.00% | −20−42.6% | Reduced |
| American Capital Advisory, LLC | 31 | $476 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 41 | $629 | 0.00% | +17+70.8% | Added |
| Brown Brothers Harriman & Co | 42 | $644 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $690 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 46 | $706 | 0.00% | +46 | New |
| Basecamp Wealth Advisors LLC | 46 | $706 | 0.00% | +46 | New |
| Hartford Financial Management Inc. | 50 | $767 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 53 | $818 | 0.00% | −212−80.0% | Reduced |
| Golden State Wealth Management, LLC | 58 | $890 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 63 | $966 | 0.00% | −26−29.2% | Reduced |
| Avion Wealth | 104 | $1.00K | 0.00% | +104 | New |
| Center for Financial Planning, Inc. | 70 | $1.07K | 0.00% | +70 | New |
| Zions Bancorporation, National Association | 75 | $1.15K | 0.00% | +75 | New |
| N.E.W. Advisory Services LLC | 77 | $1.18K | 0.00% | −27−26.0% | Reduced |
| Parkside Financial Bank & Trust | 80 | $1.23K | 0.00% | +80 | New |
| Jackson, Grant Investment Advisers, Inc. | 85 | $1.30K | 0.00% | +85 | New |
| Quattro Advisors LLC | 90 | $1.38K | 0.00% | +90 | New |
| Rockefeller Capital Management L.P. | 98 | $1.50K | 0.00% | −452−82.2% | Reduced |
| TD Waterhouse Canada Inc. | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 101 | $1.55K | 0.00% | +101 | New |
| Oakworth Capital, Inc. | 113 | $1.73K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 115 | $1.76K | 0.00% | −6−5.0% | Reduced |
| Commonwealth Retirement Investments LLC | 118 | $1.81K | 0.00% | +118 | New |
| Rothschild Investment LLC | 122 | $1.87K | 0.00% | +120+6,000.0% | Added |
| Gs Investments, Inc. | 135 | $2.07K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 142 | $2.17K | 0.00% | −201−58.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 145 | $2.23K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 146 | $2.24K | 0.00% | +146 | New |
| BFSG, LLC | 150 | $2.30K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 210 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 215 | $3.00K | 0.00% | +58+36.9% | Added |
| SJS Investment Consulting Inc. | 200 | $3.07K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $3.07K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 200 | $3.07K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 200 | $3.07K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 201 | $3.08K | 0.00% | +19+10.4% | Added |
| GWM Advisors LLC | 205 | $3.15K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 225 | $3.45K | 0.00% | +225 | New |
| IFP Advisors, Inc | 245 | $3.76K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 247 | $3.79K | 0.00% | +205+488.1% | Added |
| Capital Advisors, Ltd. LLC | 245 | $4.00K | 0.00% | +45+22.5% | Added |
| EverSource Wealth Advisors, LLC | 270 | $4.14K | 0.00% | +250+1,250.0% | Added |
| Bryn Mawr Trust Co | 275 | $4.22K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 189 | $4.27K | 0.00% | +189 | New |
| Flagship Harbor Advisors, LLC | 300 | $4.60K | 0.00% | +300 | New |
| True Wealth Design, LLC | 326 | $5.00K | 0.00% | −170−34.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 333 | $5.11K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 360 | $5.52K | 0.00% | −17−4.5% | Reduced |
| National Bank of Canada | 379 | $5.80K | 0.00% | +288+316.5% | Added |
| Fourth Dimension Wealth, LLC | 390 | $5.98K | 0.00% | +390 | New |
| Laurel Wealth Advisors LLC | 400 | $6.14K | 0.00% | +400 | New |
| Kentucky Trust Co | 402 | $6.17K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 411 | $6.30K | 0.00% | −140−25.4% | Reduced |
| JFS Wealth Advisors, LLC | 500 | $7.67K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 520 | $8.00K | 0.00% | +20+4.0% | Added |
| Harbor Capital Advisors, Inc. | 495 | $8.00K | 0.00% | −8−1.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 522 | $8.01K | 0.00% | −302−36.7% | Reduced |
| Midwest Capital Advisors, LLC | 540 | $8.28K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 562 | $8.62K | 0.00% | +375+200.5% | Added |
| CIBC Private Wealth Group, LLC | 573 | $8.79K | 0.00% | −3,015−84.0% | Reduced |
| AdvisorNet Financial, Inc | 580 | $8.90K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 598 | $9.17K | 0.00% | −582−49.3% | Reduced |
| Salomon & Ludwin, LLC | 704 | $10.3K | 0.00% | −27−3.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 730 | $11.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 735 | $11.3K | 0.00% | +735 | New |
| Eastern Bank | 739 | $11.3K | 0.00% | +739 | New |
| Kilter Group LLC | 747 | $11.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 789 | $12.1K | 0.00% | +789 | New |
| Strategic Advocates LLC | 868 | $13.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 951 | $14.6K | 0.00% | −224−19.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,099 | $16.9K | 0.00% | −4,908−81.7% | Reduced |
| Smartleaf Asset Management LLC | 1,207 | $18.1K | 0.00% | +680+129.0% | Added |
| Danske Bank A/S | 1,200 | $18.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,326 | $20.3K | 0.00% | −78−5.6% | Reduced |
| Allworth Financial LP | 1,368 | $21.0K | 0.00% | −47−3.3% | Reduced |
| Anchor Investment Management, LLC | 1,440 | $22.1K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,445 | $22.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,492 | $22.9K | 0.00% | +620+71.1% | Added |
| Sterling Capital Management LLC | 1,622 | $24.9K | 0.00% | +103+6.8% | Added |
