| Whittier Trust Co of Nevada Inc | 1 | $264 | 0.00% | −100−99.0% | Reduced |
| Perkins Coie Trust Co | 1 | $264 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 1 | $265 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $265 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 1 | $265 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $265 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $265 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $265 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $530 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $530 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 2 | $556 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $794 | 0.00% | −5−62.5% | Reduced |
| ORG Partners LLC | 3 | $794 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $794 | 0.00% | +3 | New |
| Binnacle Investments Inc | 3 | $794 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 3 | $810 | 0.00% | −57−95.0% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $857 | 0.00% | −1−25.0% | Reduced |
| Winnow Wealth LLC | 4 | $1.01K | 0.00% | +1+33.3% | Added |
| Golden State Wealth Management, LLC | 4 | $1.06K | 0.00% | −4−50.0% | Reduced |
| Core Alternative Capital | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.06K | 0.00% | +2+100.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 4 | $1.06K | 0.00% | +4 | New |
| TFC Financial Management | 4 | $1.06K | 0.00% | −4−50.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 5 | $1.32K | 0.00% | −17−77.3% | Reduced |
| Bogart Wealth, LLC | 5 | $1.32K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $1.32K | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 5 | $1.32K | 0.00% | +5 | New |
| Strategic Investment Solutions, Inc. | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $1.59K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 6 | $1.59K | 0.00% | +6 | New |
| SOA Wealth Advisors, LLC. | 6 | $1.59K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.85K | 0.00% | +6+600.0% | Added |
| First PREMIER Bank | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 8 | $2.12K | 0.00% | −72−90.0% | Reduced |
| Delta Asset Management LLC | 8 | $2.12K | 0.00% | −2−20.0% | Reduced |
| Aspect Partners, LLC | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $2.12K | 0.00% | +8 | New |
| Kimelman & Baird, LLC | 9 | $2.38K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $2.38K | 0.00% | +1+12.5% | Added |
| WealthTrak Capital Management LLC | 9 | $2.38K | 0.00% | +6+200.0% | Added |
| UMA Financial Services, Inc. | 9 | $2.38K | 0.00% | +9 | New |
| CBIZ Investment Advisory Services, LLC | 9 | $2.39K | 0.00% | +2+28.6% | Added |
| AdvisorNet Financial, Inc | 10 | $2.65K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 10 | $2.65K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 10 | $2.65K | 0.00% | +10 | New |
| Greenline Partners, LLC | 10 | $2.65K | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $3.17K | 0.00% | −4−25.0% | Reduced |
| Activest Wealth Management | 12 | $3.17K | 0.00% | +12 | New |
| Parvin Asset Management, LLC | 12 | $3.17K | 0.00% | +12 | New |
| Kestra Investment Management, LLC | 12 | $3.18K | 0.00% | −182−93.8% | Reduced |
| Sierra Ocean, LLC | 13 | $3.44K | 0.00% | +7+116.7% | Added |
| Raffa Wealth Management, LLC | 14 | $3.70K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 14 | $3.70K | 0.00% | +14 | New |
| Riggs Asset Managment Co. Inc. | 15 | $3.97K | 0.00% | −45−75.0% | Reduced |
| Valued Wealth Advisors LLC | 16 | $4.25K | 0.00% | +3+23.1% | Added |
| Bank & Trust Co | 17 | $4.50K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 18 | $4.76K | 0.00% | −24−57.1% | Reduced |
| Iron Horse Wealth Management, LLC | 18 | $4.76K | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 19 | $5.01K | 0.00% | +9+90.0% | Added |
| Brown Brothers Harriman & Co | 19 | $5.03K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 19 | $5.04K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $5.29K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $5.29K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 21 | $5.56K | 0.01% | +21 | New |
| Dunhill Financial, LLC | 22 | $5.75K | 0.00% | +3+15.8% | Added |
| GHP Investment Advisors, Inc. | 22 | $5.82K | 0.00% | +22 | New |
| Hazlett, Burt & Watson, Inc. | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 170 | $6.09K | 0.00% | +147+639.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24 | $6.35K | 0.00% | +7+41.2% | Added |
| First United Bank Trust | 25 | $6.62K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 25 | $6.62K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 25 | $6.62K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 26 | $6.88K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 26 | $6.88K | 0.00% | +26 | New |
| Cherry Tree Wealth Management, LLC | 27 | $7.14K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 28 | $7.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $7.67K | 0.00% | +25+625.0% | Added |
| Atticus Wealth Management, LLC | 30 | $7.94K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 30 | $7.94K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 32 | $8.47K | 0.01% | −7−17.9% | Reduced |
| Tompkins Financial Corp | 34 | $9.00K | 0.00% | +34 | New |
| Atlantic Trust, LLC | 35 | $9.26K | 0.00% | +35 | New |
| South State Corp. | 41 | $10.8K | 0.00% | +41 | New |
| Abound Wealth Management | 42 | $11.1K | 0.00% | −19−31.1% | Reduced |
| Sachetta, LLC | 43 | $11.4K | 0.00% | +3+7.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $11.4K | 0.00% | −5−10.4% | Reduced |
| Bell Investment Advisors, Inc | 44 | $11.6K | 0.00% | −22−33.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 45 | $11.9K | 0.01% | −80−64.0% | Reduced |
| Gold Investment Management Ltd. | 45 | $11.9K | 0.01% | +45 | New |
| Harbour Investments, Inc. | 45 | $11.9K | 0.00% | −271−85.8% | Reduced |
| NewSquare Capital LLC | 47 | $12.4K | 0.00% | +43+1,075.0% | Added |
| Saudi Central Bank | 47 | $12.4K | 0.07% | +47 | New |
| Curio Wealth, LLC | 1 | $12.7K | 0.01% | −49−98.0% | Reduced |
| Wayfinding Financial, LLC | 52 | $13.0K | 0.01% | +52 | New |
| Farmers & Merchants Investments Inc | 50 | $13.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $13.2K | 0.00% | 00.0% | Unchanged |