| Newbridge Financial Services Group, Inc. | 1 | $95 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $95 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $95 | 0.00% | +1 | New |
| Semmax Financial Advisors Inc. | 2 | $172 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $189 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $190 | 0.00% | −2−50.0% | Reduced |
| Mascoma Wealth Management LLC | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $190 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 2 | $190 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $190 | 0.00% | +1+100.0% | Added |
| HHM Wealth Advisors, LLC | 2 | $190 | 0.00% | +2 | New |
| Ameritas Advisory Services, LLC | 2 | $190 | 0.00% | +2 | New |
| Rossby Financial, LCC | 2 | $190 | 0.00% | +2 | New |
| Fifth Third Bancorp | 3 | $285 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4 | $380 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4 | $380 | 0.00% | +4 | New |
| True Wealth Design, LLC | 5 | $475 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $475 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $570 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $570 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 7 | $616 | 0.00% | +7 | New |
| Twin Peaks Wealth Advisors, LLC | 8 | $691 | 0.00% | +8 | New |
| Kimelman & Baird, LLC | 8 | $760 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 8 | $760 | 0.00% | +8 | New |
| Skopos Labs, Inc. | 8 | $760 | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 9 | $855 | 0.00% | −1−10.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10 | $950 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $950 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $950 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 12 | $1.14K | 0.00% | +12 | New |
| MV Capital Management, Inc. | 13 | $1.24K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 14 | $1.33K | 0.00% | −13−48.1% | Reduced |
| Kings Path Partners LLC | 14 | $1.33K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 18 | $1.49K | 0.00% | +2+12.5% | Added |
| Binnacle Investments Inc | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $1.61K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 19 | $1.80K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 23 | $2.18K | 0.00% | +23 | New |
| Optimum Investment Advisors | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 25 | $2.37K | 0.00% | +3+13.6% | Added |
| GPS Wealth Strategies Group, LLC | 27 | $2.56K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 27 | $2.56K | 0.00% | +27 | New |
| Hurley Capital, LLC | 28 | $2.66K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $2.81K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 30 | $3.00K | 0.00% | −10−25.0% | Reduced |
| Princeton Global Asset Management LLC | 32 | $3.04K | 0.00% | −125−79.6% | Reduced |
| Centricity Wealth Management, LLC | 33 | $3.13K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 35 | $3.32K | 0.00% | +35 | New |
| Harbour Investments, Inc. | 54 | $5.13K | 0.00% | +54 | New |
| Farther Finance Advisors, LLC | 59 | $5.60K | 0.00% | +13+28.3% | Added |
| Sachetta, LLC | 59 | $5.60K | 0.00% | +36+156.5% | Added |
| Parkside Financial Bank & Trust | 63 | $5.98K | 0.00% | −15−19.2% | Reduced |
| CVA Family Office, LLC | 65 | $6.17K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 76 | $7.22K | 0.00% | +76 | New |
| Geneos Wealth Management Inc. | 81 | $7.69K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 83 | $7.88K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 116 | $11.0K | 0.00% | +4+3.6% | Added |
| Global Retirement Partners, LLC | 117 | $11.1K | 0.00% | +117 | New |
| Whittier Trust Co | 120 | $11.4K | 0.00% | +20+20.0% | Added |
| Whipplewood Advisors, LLC | 122 | $11.6K | 0.01% | +116+1,933.3% | Added |
| Federation des caisses Desjardins du Quebec | 144 | $13.7K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $13.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 146 | $13.9K | 0.00% | +141+2,820.0% | Added |
| GHP Investment Advisors, Inc. | 147 | $14.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 156 | $14.8K | 0.00% | −1−0.6% | Reduced |
| Delta Asset Management LLC | 160 | $15.2K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 166 | $15.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 183 | $17.4K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 184 | $17.5K | 0.00% | +8+4.5% | Added |
| National Bank of Canada | 191 | $18.1K | 0.00% | −92−32.5% | Reduced |
| SRS Capital Advisors, Inc. | 192 | $18.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 195 | $18.5K | 0.00% | +45+30.0% | Added |
| Versant Capital Management, Inc | 203 | $19.3K | 0.00% | 00.0% | Unchanged |
| Choate Investment Advisors | 206 | $19.6K | 0.00% | +206 | New |
| Northwestern Mutual Wealth Management Co | 227 | $21.6K | 0.00% | +29+14.6% | Added |
| SBI Securities Co., Ltd. | 228 | $21.7K | 0.00% | −29−11.3% | Reduced |
| Storebrand Asset Management AS | 267 | $25.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $28.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 300 | $28.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 330 | $31.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 340 | $32.3K | 0.00% | +53+18.5% | Added |
| Western Pacific Wealth Management, LP | 350 | $33.2K | 0.03% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 367 | $34.9K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 368 | $34.9K | 0.00% | +5+1.4% | Added |
| Montag A & Associates Inc | 378 | $35.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 391 | $37.1K | 0.00% | +259+196.2% | Added |
| Glenmede Investment Management, LP | 399 | $37.9K | 0.00% | +399 | New |
| Steward Partners Investment Advisory, LLC | 403 | $38.3K | 0.00% | +45+12.6% | Added |
| Central Pacific Bank - Trust Division | 450 | $42.7K | 0.01% | 00.0% | Unchanged |
| Finley Financial, LLC | 451 | $42.8K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 510 | $48.0K | 0.00% | +64+14.3% | Added |
| Ancora Advisors, LLC | 530 | $50.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 560 | $53.0K | 0.02% | −80−12.5% | Reduced |