| Close Asset Management Ltd | 75 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $259 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $259 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $259 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $259 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $259 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $259 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $259 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $260 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $494 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $517 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $518 | 0.00% | −1−33.3% | Reduced |
| West Branch Capital LLC | 2 | $518 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $518 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $518 | 0.00% | +1+100.0% | Added |
| Principia Wealth Advisory, LLC | 2 | $518 | 0.00% | +1+100.0% | Added |
| GWM Advisors LLC | 2 | $518 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $757 | 0.00% | +3 | New |
| Wood Tarver Financial Group, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.55K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $1.81K | 0.00% | −4−36.4% | Reduced |
| WealthTrak Capital Management LLC | 7 | $1.81K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $2.00K | 0.00% | +6 | New |
| First Command Advisory Services, Inc. | 8 | $2.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $2.21K | 0.00% | +4+80.0% | Added |
| Capital A Wealth Management, LLC | 16 | $2.28K | 0.03% | +16 | New |
| Manchester Capital Management LLC | 9 | $2.33K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 9 | $2.33K | 0.00% | +7+350.0% | Added |
| Fortitude Family Office, LLC | 9 | $2.33K | 0.00% | +9 | New |
| Bartlett & Co. Wealth Management LLC | 9 | $2.33K | 0.00% | +9 | New |
| Angeles Wealth Management, LLC | 10 | $2.59K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 11 | $2.85K | 0.00% | −2−15.4% | Reduced |
| Penserra Capital Management LLC | 12 | $3.00K | 0.00% | −259−95.6% | Reduced |
| Cromwell Holdings LLC | 12 | $3.10K | 0.00% | +6+100.0% | Added |
| Evergreen Private Wealth LLC | 12 | $3.10K | 0.00% | +12 | New |
| Beacon Capital Management, LLC | 13 | $3.36K | 0.00% | −26−66.7% | Reduced |
| S&T Bank | 13 | $3.36K | 0.00% | +13 | New |
| Private Wealth Asset Management, LLC | 14 | $3.62K | 0.00% | −7−33.3% | Reduced |
| First United Bank Trust | 14 | $3.62K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 22 | $4.09K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16 | $4.14K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 16 | $4.14K | 0.00% | +16 | New |
| Brown, Lisle/Cummings, Inc. | 19 | $4.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $5.17K | 0.00% | −13−39.4% | Reduced |
| True Wealth Design, LLC | 20 | $5.17K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 21 | $5.43K | 0.00% | −25−54.3% | Reduced |
| South State Corp. | 23 | $5.95K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 24 | $6.13K | 0.00% | +23+2,300.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 26 | $6.73K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 26 | $6.73K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $7.76K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 30 | $7.76K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $8.02K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 34 | $8.80K | 0.00% | −2−5.6% | Reduced |
| Accent Capital Management, LLC | 34 | $8.80K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 36 | $9.31K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 36 | $9.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $10.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 40 | $10.4K | 0.00% | −132−76.7% | Reduced |
| Private Wealth Management Group, LLC | 42 | $10.9K | 0.00% | +20+90.9% | Added |
| TD Waterhouse Canada Inc. | 45 | $11.3K | 0.00% | +45 | New |
| Parkside Financial Bank & Trust | 46 | $11.9K | 0.00% | +2+4.5% | Added |
| Rossby Financial, LCC | 50 | $12.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 51 | $13.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $13.5K | 0.00% | +52 | New |
| ORG Partners LLC | 60 | $15.5K | 0.00% | +60 | Added |
| Carolina Wealth Advisors, LLC | 61 | $15.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $19.9K | 0.00% | +13+20.3% | Added |
| LRI Investments, LLC | 77 | $19.9K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 78 | $20.2K | 0.01% | −40−33.9% | Reduced |
| Allworth Financial LP | 85 | $22.1K | 0.00% | +6+7.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 88 | $22.8K | 0.02% | −2−2.2% | Reduced |
| TD Private Client Wealth LLC | 89 | $23.0K | 0.00% | +89 | New |
| Accredited Wealth Management, LLC | 93 | $24.1K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 106 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 107 | $27.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 108 | $27.9K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 113 | $29.2K | 0.00% | −159−58.5% | Reduced |
| IFP Advisors, Inc | 117 | $30.3K | 0.00% | −7−5.6% | Reduced |
| Park Place Capital Corp | 121 | $30.5K | 0.01% | −7−5.5% | Reduced |
| Bares Capital Management, Inc. | 122 | $31.6K | 0.00% | 00.0% | Unchanged |
| Ossiam | 124 | $32.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 129 | $33.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 129 | $33.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 137 | $35.0K | 0.00% | −38−21.7% | Reduced |
| Frazier Financial Advisors, LLC | 136 | $35.2K | 0.02% | +16+13.3% | Added |
| Leonteq Securities AG | 136 | $35.2K | 0.00% | +136 | New |
| Hemington Wealth Management | 142 | $36.0K | 0.01% | +11+8.4% | Added |
| Private Trust Co NA | 148 | $38.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 148 | $38.3K | 0.01% | +52+54.2% | Added |
| Atlantic Trust, LLC | 153 | $39.6K | 0.01% | +134+705.3% | Added |
| Global Retirement Partners, LLC | 157 | $40.6K | 0.00% | +157 | New |
| Oliver Lagore Vanvalin Investment Group | 197 | $41.6K | 0.02% | +197 | New |
| Clearstead Advisors, LLC | 166 | $43.0K | 0.00% | +13+8.5% | Added |
| MGB Wealth Management, LLC | 183 | $47.3K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 185 | $47.9K | 0.00% | 00.0% | Unchanged |