| Bessemer Group Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $0 | 0.00% | −2−11.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1 | $37 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $37 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 1 | $37 | 0.00% | −36−97.3% | Reduced |
| Cornerstone Financial Management LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $37 | 0.00% | +1 | New |
| GWM Advisors LLC | 1 | $37 | 0.00% | +1 | New |
| Mountain Hill Investment Partners Corp. | 1 | $37 | 0.00% | +1 | New |
| Bell Investment Advisors, Inc | 1 | $38 | 0.00% | −1−50.0% | Reduced |
| Rialto Wealth Management, LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $74 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $74 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $74 | 0.00% | +1+100.0% | Added |
| South State Corp. | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $75 | 0.00% | +2 | New |
| IFP Advisors, Inc | 3 | $112 | 0.00% | −1−25.0% | Reduced |
| Trust Co of Toledo NA | 3 | $112 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $112 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $112 | 0.00% | +1+50.0% | Added |
| Cromwell Holdings LLC | 4 | $148 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4 | $149 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $186 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 6 | $223 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $223 | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 6 | $224 | 0.00% | +6 | New |
| Huntington National Bank | 7 | $260 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $261 | 0.00% | −3−30.0% | Reduced |
| Torren Management, LLC | 8 | $298 | 0.00% | −5−38.5% | Reduced |
| Cedar Mountain Advisors, LLC | 8 | $298 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 8 | $298 | 0.00% | +8 | New |
| Owl Creek Wealth Partners LLC | 8 | $298 | 0.00% | +8 | New |
| Fairscale Capital, LLC | 9 | $335 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 10 | $372 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $373 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 10 | $373 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11 | $409 | 0.00% | −29−72.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 12 | $447 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 12 | $447 | 0.00% | +12 | New |
| Atlantic Union Bankshares Corp | 15 | $558 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 15 | $558 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 16 | $585 | 0.00% | +6+60.0% | Added |
| Farmers & Merchants Investments Inc | 17 | $633 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 17 | $633 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $708 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 20 | $744 | 0.00% | −39−66.1% | Reduced |
| Danske Bank A/S | 23 | $856 | 0.00% | −221−90.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 23 | $856 | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 24 | $878 | 0.00% | +24 | New |
| Bayban | 26 | $967 | 0.00% | +26 | New |
| Private Wealth Management Group, LLC | 26 | $968 | 0.00% | −6−18.8% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 28 | $1.04K | 0.00% | −322−92.0% | Reduced |
| Private Trust Co NA | 28 | $1.04K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 32 | $1.19K | 0.00% | −10−23.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 33 | $1.23K | 0.00% | +2+6.5% | Added |
| RWM Asset Management, LLC | 33 | $1.23K | 0.00% | +33 | New |
| Steward Partners Investment Advisory, LLC | 37 | $1.38K | 0.00% | +20+117.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41 | $1.53K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 50 | $1.86K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 54 | $2.01K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 58 | $2.12K | 0.00% | +58 | New |
| Smartleaf Asset Management LLC | 61 | $2.24K | 0.00% | +1+1.7% | Added |
| Allworth Financial LP | 61 | $2.27K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 61 | $2.27K | 0.00% | +7+13.0% | Added |
| Harbour Investments, Inc. | 65 | $2.42K | 0.00% | +65 | New |
| Assetmark, Inc | 67 | $2.49K | 0.00% | −10−13.0% | Reduced |
| Advisory Services Network, LLC | 71 | $2.64K | 0.00% | +71 | New |
| Versant Capital Management, Inc | 72 | $2.68K | 0.00% | −3−4.0% | Reduced |
| Signaturefd, LLC | 87 | $3.24K | 0.00% | +1+1.2% | Added |
| Jones Financial Companies LLLP | 99 | $3.64K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 102 | $3.79K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $4.58K | 0.00% | +54+78.3% | Added |
| Farther Finance Advisors, LLC | 128 | $4.68K | 0.00% | +46+56.1% | Added |
| Mather Group, LLC. | 134 | $4.99K | 0.00% | +134 | New |
| Key Financial Inc | 137 | $5.10K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 140 | $5.21K | 0.00% | +97+225.6% | Added |
| Dougherty Wealth Advisers LLC | 160 | $5.95K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 277 | $10.0K | 0.01% | −1,039−79.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 291 | $10.8K | 0.00% | +291 | New |
| Brown Brothers Harriman & Co | 304 | $11.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 328 | $12.2K | 0.00% | −3,231−90.8% | Reduced |
| Rockefeller Capital Management L.P. | 331 | $12.3K | 0.00% | −50−13.1% | Reduced |
| GAMMA Investing LLC | 404 | $15.0K | 0.00% | +195+93.3% | Added |
| Quadrant Capital Group LLC | 421 | $15.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 481 | $17.9K | 0.00% | −1,044−68.5% | Reduced |
| CWM, LLC | 537 | $20.0K | 0.00% | +150+38.8% | Added |
| Umb Bank N A | 596 | $22.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 673 | $25.0K | 0.00% | +124+22.6% | Added |
| Nomura Asset Management Co Ltd | 760 | $28.3K | 0.00% | +760 | New |
| STRS Ohio | 771 | $28.7K | 0.00% | −2−0.3% | Reduced |
| MetLife Investment Management | 835 | $31.1K | 0.00% | −21−2.5% | Reduced |
| FNY Investment Advisers, LLC | 860 | $32.0K | 0.01% | −43−4.8% | Reduced |
| Quarry LP | 881 | $32.8K | 0.01% | +273+44.9% | Added |
