| Turning Point Benefit Group, Inc. | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $142 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $143 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $285 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $286 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 2 | $286 | 0.00% | +1+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 2 | $286 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 2 | $286 | 0.00% | +2 | New |
| Fortitude Family Office, LLC | 3 | $428 | 0.00% | −1−25.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $428 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $571 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4 | $571 | 0.00% | +2+100.0% | Added |
| Sunbelt Securities, Inc. | 4 | $571 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 4 | $571 | 0.00% | +4 | New |
| Spire Wealth Management | 5 | $713 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 5 | $714 | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 8 | $1.14K | 0.00% | +8 | New |
| Keating Financial Advisory Services, Inc. | 9 | $1.28K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 9 | $1.34K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11 | $1.57K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $1.71K | 0.00% | +12 | New |
| Torren Management, LLC | 12 | $1.71K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 12 | $1.71K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $1.71K | 0.00% | +12 | New |
| Westfuller Advisors, LLC | 12 | $1.74K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $1.85K | 0.00% | +9+225.0% | Added |
| Godfrey Financial Associates, Inc. | 13 | $1.85K | 0.00% | +13 | New |
| CIBC Private Wealth Group, LLC | 14 | $2.00K | 0.00% | +14 | New |
| South State Corp. | 19 | $2.71K | 0.00% | −5−20.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 17 | $3.00K | 0.00% | −198−92.1% | Reduced |
| ZRC Wealth Management, LLC | 23 | $3.28K | 0.00% | −3−11.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24 | $3.33K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $3.57K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 25 | $3.57K | 0.00% | +25 | New |
| Quarry LP | 27 | $3.85K | 0.00% | −37−57.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 30 | $4.52K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 32 | $4.56K | 0.00% | +32 | New |
| Rothschild Investment LLC | 32 | $4.57K | 0.00% | +8+33.3% | Added |
| Steward Partners Investment Advisory, LLC | 33 | $4.71K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $4.71K | 0.00% | +4+13.8% | Added |
| Clarity Asset Management, Inc. | 34 | $4.85K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 35 | $4.99K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $5.57K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 41 | $5.85K | 0.00% | +41 | New |
| Smithfield Trust Co | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 44 | $6.28K | 0.00% | +31+238.5% | Added |
| Boreal Capital Management LLC | 45 | $6.42K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $6.56K | 0.00% | −96−67.6% | Reduced |
| Signaturefd, LLC | 47 | $6.71K | 0.00% | −50−51.5% | Reduced |
| Basecamp Wealth Advisors LLC | 49 | $6.99K | 0.00% | +49 | New |
| Hantz Financial Services, Inc. | 56 | $8.00K | 0.00% | +14+33.3% | Added |
| Quent Capital, LLC | 59 | $8.42K | 0.00% | −6−9.2% | Reduced |
| Global Retirement Partners, LLC | 60 | $8.56K | 0.00% | −31−34.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 62 | $8.85K | 0.00% | −11−15.1% | Reduced |
| Root Financial Partners, LLC | 68 | $9.70K | 0.00% | +36+112.5% | Added |
| Bayforest Capital Ltd | 70 | $9.99K | 0.01% | +70 | New |
| Farther Finance Advisors, LLC | 74 | $10.6K | 0.00% | +48+184.6% | Added |
| Larson Financial Group LLC | 76 | $10.8K | 0.00% | +58+322.2% | Added |
| Massmutual Trust Co FSB | 77 | $11.0K | 0.00% | −25−24.5% | Reduced |
| Los Angeles Capital Management LLC | 100 | $12.0K | 0.00% | +100 | New |
| Cygnus Capital Advisors, LLC | 81 | $12.0K | 0.01% | +81 | New |
| Parkside Financial Bank & Trust | 87 | $12.4K | 0.00% | +12+16.0% | Added |
| Danske Bank A/S | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 106 | $15.1K | 0.00% | +11+11.6% | Added |
| Umb Bank N A | 122 | $17.4K | 0.00% | +35+40.2% | Added |
| Ancora Advisors, LLC | 124 | $17.7K | 0.00% | +124 | New |
| Bessemer Group Inc | 123 | $18.0K | 0.00% | +41+50.0% | Added |
| Parallel Advisors, LLC | 152 | $21.7K | 0.00% | −1−0.7% | Reduced |
| Kestra Advisory Services, LLC | 156 | $22.3K | 0.00% | +156 | New |
| Fifth Third Bancorp | 163 | $23.3K | 0.00% | −5−3.0% | Reduced |
| Bridge Generations Wealth Management LLC | 164 | $23.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 168 | $24.0K | 0.00% | +27+19.1% | Added |
| Salomon & Ludwin, LLC | 168 | $24.2K | 0.00% | −7−4.0% | Reduced |
| Nomura Asset Management Co Ltd | 190 | $27.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 206 | $29.4K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 221 | $31.5K | 0.02% | +221 | New |
| Huntington National Bank | 231 | $33.0K | 0.00% | −727−75.9% | Reduced |
| SJS Investment Consulting Inc. | 267 | $38.1K | 0.00% | −144−35.0% | Reduced |
| Assetmark, Inc | 286 | $40.8K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 305 | $43.5K | 0.03% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 374 | $53.0K | 0.00% | +92+32.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 375 | $53.5K | 0.01% | +375 | New |
| Sterling Capital Management LLC | 472 | $67.3K | 0.00% | +12+2.6% | Added |
| GW&K Investment Management, LLC | 545 | $78.0K | 0.00% | −6−1.1% | Reduced |
| CWM, LLC | 617 | $88.0K | 0.00% | −131−17.5% | Reduced |
| Covestor Ltd | 696 | $99.0K | 0.05% | +126+22.1% | Added |
| GAMMA Investing LLC | 714 | $101.9K | 0.01% | +40+5.9% | Added |
| Ronald Blue Trust, Inc. | 755 | $107.7K | 0.00% | −36−4.6% | Reduced |
| Advisor Group Holdings, Inc. | 766 | $109.3K | 0.00% | +542+242.0% | Added |
| STRS Ohio | 800 | $114.1K | 0.00% | +300+60.0% | Added |
| Versant Capital Management, Inc | 803 | $114.6K | 0.01% | +447+125.6% | Added |
| Rockefeller Capital Management L.P. | 823 | $117.4K | 0.00% | +146+21.6% | Added |
| KBC Group NV | 829 | $118.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 841 | $120.0K | 0.02% | +841 | New |
| Hollencrest Capital Management | 1,125 | $160.5K | 0.01% | 00.0% | Unchanged |