| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 9 | $0 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 1 | $79 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $79 | 0.00% | +1 | New |
| North Capital, Inc. | 1 | $79 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $80 | 0.00% | +1 | New |
| National Bank of Canada | 2 | $158 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $158 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $238 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 3 | $238 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $316 | 0.00% | +2+100.0% | Added |
| Principal Securities, Inc. | 4 | $317 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $317 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $396 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $396 | 0.00% | +2+66.7% | Added |
| Bell Investment Advisors, Inc | 6 | $476 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $554 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $554 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $573 | 0.00% | +1+16.7% | Added |
| Ransom Advisory, Ltd | 8 | $634 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $779 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $931 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $950 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $950 | 0.00% | +7+140.0% | Added |
| GWM Advisors LLC | 14 | $1.11K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 15 | $1.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $1.19K | 0.00% | +7+87.5% | Added |
| JFS Wealth Advisors, LLC | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 18 | $1.43K | 0.00% | +18 | New |
| Ronald Blue Trust, Inc. | 19 | $1.50K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $1.66K | 0.00% | +3+16.7% | Added |
| Nisa Investment Advisors, LLC | 24 | $1.90K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 27 | $2.14K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 30 | $2.38K | 0.00% | −9−23.1% | Reduced |
| Binnacle Investments Inc | 30 | $2.38K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $2.38K | 0.00% | +1+3.4% | Added |
| HHM Wealth Advisors, LLC | 35 | $2.77K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 36 | $2.85K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 39 | $3.09K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 40 | $3.15K | 0.00% | +40 | New |
| Parkside Financial Bank & Trust | 47 | $3.72K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 49 | $3.88K | 0.00% | +13+36.1% | Added |
| Hemington Wealth Management | 54 | $4.00K | 0.00% | +14+35.0% | Added |
| Rothschild Investment LLC | 55 | $4.36K | 0.00% | +55 | New |
| Farther Finance Advisors, LLC | 57 | $4.51K | 0.00% | +55+2,750.0% | Added |
| CIBC Private Wealth Group, LLC | 59 | $4.67K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 75 | $5.94K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 78 | $6.16K | 0.00% | +78 | New |
| Atlantic Trust, LLC | 84 | $6.65K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 90 | $7.13K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 100 | $7.92K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 128 | $10.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 137 | $10.8K | 0.00% | +137 | New |
| Root Financial Partners, LLC | 138 | $10.9K | 0.00% | +138 | New |
| Advisor Group Holdings, Inc. | 146 | $11.6K | 0.00% | −37−20.2% | Reduced |
| IFP Advisors, Inc | 148 | $11.7K | 0.00% | −8−5.1% | Reduced |
| Massmutual Trust Co FSB | 158 | $12.5K | 0.00% | −16−9.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 160 | $12.7K | 0.01% | +160 | New |
| Manchester Capital Management LLC | 160 | $12.7K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 158 | $13.0K | 0.00% | +93+143.1% | Added |
| MAI Capital Management | 177 | $14.0K | 0.00% | −13−6.8% | Reduced |
| Bryn Mawr Trust Co | 181 | $14.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 197 | $15.6K | 0.00% | +57+40.7% | Added |
| Bellevue Asset Management, LLC | 220 | $17.4K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 228 | $18.1K | 0.00% | +228 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 241 | $19.0K | 0.00% | +12+5.2% | Added |
| Larson Financial Group LLC | 244 | $19.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 307 | $24.0K | 0.01% | −8−2.5% | Reduced |
| Crewe Advisors LLC | 325 | $25.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 329 | $26.1K | 0.00% | −18−5.2% | Reduced |
| Versant Capital Management, Inc | 343 | $27.2K | 0.00% | +116+51.1% | Added |
| Rockefeller Capital Management L.P. | 386 | $30.6K | 0.00% | +386 | New |
| Steward Partners Investment Advisory, LLC | 406 | $32.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 430 | $34.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 469 | $37.1K | 0.01% | +73+18.4% | Added |
| Principia Wealth Advisory, LLC | 476 | $37.7K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 540 | $42.8K | 0.00% | −12−2.2% | Reduced |
| STRS Ohio | 598 | $47.4K | 0.00% | −18,625−96.9% | Reduced |
| KBC Group NV | 714 | $57.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 762 | $60.3K | 0.00% | +762 | New |
| Signaturefd, LLC | 764 | $60.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 809 | $64.1K | 0.00% | +65+8.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,045 | $82.8K | 0.01% | +1,045 | New |
| Parallel Advisors, LLC | 1,120 | $88.7K | 0.00% | +23+2.1% | Added |
| Atlantic Union Bankshares Corp | 1,300 | $102.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,329 | $105.2K | 0.03% | +96+7.8% | Added |
| Allworth Financial LP | 1,449 | $114.7K | 0.00% | +134+10.2% | Added |
| Sterling Capital Management LLC | 1,545 | $122.3K | 0.00% | −285−15.6% | Reduced |
| Assetmark, Inc | 1,704 | $134.9K | 0.00% | +67+4.1% | Added |
| GAMMA Investing LLC | 1,721 | $136.3K | 0.01% | +108+6.7% | Added |
| The PNC Financial Services Group, Inc. | 1,756 | $139.1K | 0.00% | −57−3.1% | Reduced |
| Securian Asset Management, Inc | 1,840 | $145.7K | 0.00% | −87−4.5% | Reduced |
| Wells Fargo & Company | 1,943 | $153.9K | 0.00% | +51+2.7% | Added |
| Tower Research Capital LLC (TRC) | 1,964 | $155.5K | 0.00% | +1,213+161.5% | Added |
| Millstone Evans Group, LLC | 2,000 | $158.4K | 0.10% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,086 | $165.2K | 0.00% | +261+14.3% | Added |