| Parkworth Wealth Management, Inc. | 1 | $39 | 0.00% | −3−75.0% | Reduced |
| MV Capital Management, Inc. | 1 | $40 | 0.00% | −39−97.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $78 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 5 | $196 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $196 | 0.00% | +5 | New |
| Private Wealth Asset Management, LLC | 6 | $234 | 0.00% | +6 | New |
| True Wealth Design, LLC | 8 | $308 | 0.00% | −5−38.5% | Reduced |
| WPG Advisers, LLC | 8 | $313 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $313 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $352 | 0.00% | −12−57.1% | Reduced |
| Fairscale Capital, LLC | 10 | $391 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $391 | 0.00% | +4+66.7% | Added |
| Binnacle Investments Inc | 10 | $391 | 0.00% | +10 | New |
| Global Financial Private Client, LLC | 11 | $430 | 0.00% | +7+175.0% | Added |
| Whipplewood Advisors, LLC | 214 | $625 | 0.00% | +182+568.8% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $626 | 0.00% | −5−23.8% | Reduced |
| Raffa Wealth Management, LLC | 17 | $664 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $664 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 20 | $715 | 0.00% | +20 | New |
| Headlands Technologies LLC | 22 | $860 | 0.00% | −5,043−99.6% | Reduced |
| Your Advocates Ltd., LLP | 23 | $899 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $977 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $977 | 0.00% | +5+25.0% | Added |
| Transce3nd, LLC | 26 | $1.02K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 28 | $1.09K | 0.00% | +28 | New |
| High Note Wealth, LLC | 32 | $1.25K | 0.00% | −47−59.5% | Reduced |
| NVWM, LLC | 37 | $1.45K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 38 | $1.49K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 40 | $1.56K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 43 | $1.68K | 0.00% | 00.0% | Unchanged |
| Motco | 44 | $1.72K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 44 | $1.91K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 50 | $1.95K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 45 | $2.00K | 0.00% | +45 | New |
| EverSource Wealth Advisors, LLC | 55 | $2.15K | 0.00% | −24−30.4% | Reduced |
| Bullock Wealth Management Group | 58 | $2.29K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 60 | $2.35K | 0.00% | +60 | New |
| Optiver Holding B.V. | 61 | $2.38K | 0.00% | +61 | New |
| Sachetta, LLC | 65 | $2.54K | 0.00% | +50+333.3% | Added |
| Activest Wealth Management | 66 | $2.58K | 0.00% | +66 | New |
| Pflug Koory, LLC | 70 | $2.74K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 70 | $2.74K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 72 | $2.81K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 72 | $2.81K | 0.00% | +72 | New |
| JFS Wealth Advisors, LLC | 73 | $2.85K | 0.00% | +12+19.7% | Added |
| Huntington National Bank | 75 | $2.93K | 0.00% | +18+31.6% | Added |
| Hemington Wealth Management | 81 | $3.00K | 0.00% | −2−2.4% | Reduced |
| Private Wealth Management Group, LLC | 77 | $3.01K | 0.00% | +11+16.7% | Added |
| Bell Investment Advisors, Inc | 85 | $3.32K | 0.00% | −19−18.3% | Reduced |
| SRS Capital Advisors, Inc. | 90 | $3.52K | 0.00% | +90 | New |
| Farmers & Merchants Investments Inc | 91 | $3.56K | 0.00% | +42+85.7% | Added |
| Allworth Financial LP | 100 | $3.65K | 0.00% | −340−77.3% | Reduced |
| Private Trust Co NA | 94 | $3.67K | 0.00% | +51+118.6% | Added |
| Harbor Investment Advisory, LLC | 98 | $3.83K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 99 | $3.87K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 110 | $4.33K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 120 | $4.69K | 0.00% | +5+4.3% | Added |
| Lindbrook Capital, LLC | 123 | $4.81K | 0.00% | −163−57.0% | Reduced |
| GWM Advisors LLC | 127 | $4.96K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 150 | $5.86K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 150 | $5.91K | 0.00% | +150 | New |
| Retirement Wealth Solutions LLC | 152 | $5.94K | 0.00% | +76+100.0% | Added |
| BOK Financial Private Wealth, Inc. | 170 | $6.64K | 0.00% | +170 | New |
| Central Trust Co | 174 | $6.80K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 181 | $7.07K | 0.00% | +181 | New |
| Greenline Partners, LLC | 184 | $7.19K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 185 | $7.23K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 186 | $7.27K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 189 | $7.39K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $7.82K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $7.82K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $7.82K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $7.82K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 199 | $7.84K | 0.00% | −25−11.2% | Reduced |
| Hurley Capital, LLC | 222 | $8.67K | 0.01% | +222 | New |
| CoreCap Advisors, LLC | 236 | $9.22K | 0.00% | +6+2.6% | Added |
| Canada Pension Plan Investment Board | 240 | $9.38K | 0.00% | −7,960−97.1% | Reduced |
| Versant Capital Management, Inc | 250 | $9.77K | 0.00% | +55+28.2% | Added |
| Quarry LP | 268 | $10.5K | 0.00% | −966−78.3% | Reduced |
| Smartleaf Asset Management LLC | 288 | $11.3K | 0.00% | −291−50.3% | Reduced |
| Boston Private Wealth LLC | 305 | $11.9K | 0.00% | +305 | New |
| Parkside Financial Bank & Trust | 323 | $12.6K | 0.00% | +54+20.1% | Added |
| Future Financial Wealth Managment LLC | 335 | $13.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 336 | $13.1K | 0.00% | +35+11.6% | Added |
| Rise Advisors, LLC | 352 | $13.8K | 0.01% | −67−16.0% | Reduced |
| MAI Capital Management | 362 | $14.1K | 0.00% | −500−58.0% | Reduced |
| Bessemer Group Inc | 390 | $15.0K | 0.00% | +171+78.1% | Added |
| Wiser Advisor Group LLC | 387 | $15.1K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 404 | $15.8K | 0.00% | +128+46.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 407 | $15.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 459 | $17.9K | 0.00% | −192−29.5% | Reduced |
| SBI Securities Co., Ltd. | 508 | $19.9K | 0.00% | +113+28.6% | Added |
| DekaBank Deutsche Girozentrale | 544 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 685 | $26.8K | 0.00% | +88+14.7% | Added |
| Trust Co of Vermont | 700 | $27.4K | 0.00% | +200+40.0% | Added |
| Larson Financial Group LLC | 717 | $28.0K | 0.00% | +689+2,460.7% | Added |
| GAMMA Investing LLC | 832 | $32.5K | 0.00% | +302+57.0% | Added |