| Hemington Wealth Management | 35 | $0 | 0.00% | +35 | New |
| Tower Research Capital LLC (TRC) | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7 | $183 | 0.00% | +7 | New |
| Palisade Asset Management, LLC | 15 | $392 | 0.00% | +15 | New |
| GPS Wealth Strategies Group, LLC | 20 | $522 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $523 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 24 | $627 | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 6 | $631 | 0.00% | −24−80.0% | Reduced |
| Orion Capital Management LLC | 29 | $757 | 0.00% | +29 | New |
| St Germain D J Co Inc | 30 | $784 | 0.00% | +30 | New |
| Global Wealth Strategies & Associates | 31 | $810 | 0.00% | +31 | New |
| Bare Financial Services, Inc | 32 | $836 | 0.00% | +32 | New |
| Ameritas Advisory Services, LLC | 35 | $914 | 0.00% | −500−93.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $914 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 35 | $914 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 40 | $1.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 40 | $1.04K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 40 | $1.04K | 0.00% | +40 | New |
| Montag A & Associates Inc | 43 | $1.12K | 0.00% | +43 | New |
| Retirement Wealth Solutions LLC | 57 | $1.49K | 0.00% | +57 | New |
| Geneos Wealth Management Inc. | 70 | $1.83K | 0.00% | −1,986−96.6% | Reduced |
| Manchester Capital Management LLC | 70 | $1.83K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 66 | $1.91K | 0.00% | +66 | New |
| NBC Securities, Inc. | 76 | $1.99K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 79 | $2.05K | 0.00% | +14+21.5% | Added |
| Brown, Lisle/Cummings, Inc. | 81 | $2.11K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 101 | $2.65K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 105 | $2.74K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 113 | $2.95K | 0.00% | +78+222.9% | Added |
| Bartlett & Co. Wealth Management LLC | 115 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 120 | $3.13K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 135 | $3.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 140 | $3.66K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 140 | $3.66K | 0.00% | +90+180.0% | Added |
| Zions Bancorporation, National Association | 160 | $4.18K | 0.00% | −15−8.6% | Reduced |
| CVA Family Office, LLC | 168 | $4.39K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 175 | $4.57K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 180 | $4.70K | 0.00% | +180 | New |
| Raffa Wealth Management, LLC | 185 | $4.83K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 189 | $4.94K | 0.00% | +189 | New |
| Wealthspire Advisors, LLC | 215 | $5.62K | 0.00% | +215 | New |
| Parkside Financial Bank & Trust | 245 | $6.40K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 260 | $6.79K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 260 | $6.79K | 0.00% | +260 | New |
| GW&K Investment Management, LLC | 265 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 268 | $7.00K | 0.00% | +83+44.9% | Added |
| UMA Financial Services, Inc. | 290 | $7.58K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 322 | $8.00K | 0.00% | +124+62.6% | Added |
| GWM Advisors LLC | 320 | $8.36K | 0.00% | −14−4.2% | Reduced |
| True Wealth Design, LLC | 355 | $9.27K | 0.00% | +355 | New |
| MAI Capital Management | 360 | $9.41K | 0.00% | −345−48.9% | Reduced |
| Larson Financial Group LLC | 427 | $11.2K | 0.00% | +62+17.0% | Added |
| Salomon & Ludwin, LLC | 473 | $12.2K | 0.00% | +460+3,538.5% | Added |
| Albion Financial Group | 475 | $12.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 483 | $12.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 487 | $12.7K | 0.00% | −459−48.5% | Reduced |
| IFP Advisors, Inc | 495 | $12.9K | 0.00% | −41−7.6% | Reduced |
| Evolution Wealth Management Inc. | 500 | $13.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 633 | $16.9K | 0.00% | +79+14.3% | Added |
| Acadian Asset Management LLC | 685 | $17.0K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 726 | $19.0K | 0.01% | +358+97.3% | Added |
| Umb Bank N A | 740 | $19.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 750 | $20.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 884 | $23.1K | 0.00% | +270+44.0% | Added |
| Harbor Asset Planning, Inc. | 905 | $23.6K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 965 | $25.2K | 0.01% | −205−17.5% | Reduced |
| Global Retirement Partners, LLC | 1,444 | $37.7K | 0.00% | +531+58.2% | Added |
| Principal Securities, Inc. | 1,506 | $39.3K | 0.00% | +146+10.7% | Added |
| Ronald Blue Trust, Inc. | 1,534 | $40.1K | 0.00% | +269+21.3% | Added |
| Bruce G. Allen Investments, LLC | 1,545 | $40.4K | 0.03% | 00.0% | Unchanged |
| Brentview Investment Management LLC | 1,760 | $46.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,787 | $46.7K | 0.01% | +250+16.3% | Added |
| WealthCollab, LLC | 1,823 | $47.6K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,052 | $53.6K | 0.00% | +57+2.9% | Added |
| Cromwell Holdings LLC | 3,050 | $79.7K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,393 | $88.7K | 0.00% | +3,393 | New |
| Huntington National Bank | 4,164 | $108.8K | 0.00% | −660−13.7% | Reduced |
| Russell Investments Group, Ltd. | 4,497 | $117.5K | 0.00% | +3,080+217.4% | Added |
| Hantz Financial Services, Inc. | 4,716 | $123.0K | 0.00% | +2,232+89.9% | Added |
| EverSource Wealth Advisors, LLC | 5,597 | $146.2K | 0.01% | −767−12.1% | Reduced |
| Advisor Group Holdings, Inc. | 6,045 | $158.5K | 0.00% | −130−2.1% | Reduced |
| GAMMA Investing LLC | 6,274 | $163.9K | 0.01% | +1,031+19.7% | Added |
| Dorsey & Whitney Trust CO LLC | 7,888 | $206.0K | 0.01% | +7,888 | New |
| Knights of Columbus Asset Advisors LLC | 7,964 | $208.0K | 0.01% | +190+2.4% | Added |
| Colony Group, LLC | 7,975 | $208.3K | 0.00% | −2,203−21.6% | Reduced |
| Sage Rhino Capital LLC | 8,077 | $211.0K | 0.04% | +8,077 | New |
| Truist Financial Corp | 8,190 | $213.9K | 0.00% | +8,190 | New |
| United Capital Financial Advisers, LLC | 8,206 | $214.4K | 0.00% | +8,206 | New |
| SRS Capital Advisors, Inc. | 8,233 | $215.1K | 0.00% | +7,016+576.5% | Added |
| Citigroup Inc | 8,280 | $216.3K | 0.00% | −6,312−43.3% | Reduced |
| Smartleaf Asset Management LLC | 8,464 | $224.6K | 0.01% | +1,720+25.5% | Added |
| Brevan Howard Capital Management LP | 8,795 | $229.7K | 0.00% | +8,795 | New |
| Parallel Advisors, LLC | 9,252 | $241.7K | 0.00% | +37+0.4% | Added |
| PharVision Advisers, LLC | 9,559 | $249.7K | 0.14% | +9,559 | New |
| Ascent Group, LLC | 10,428 | $272.4K | 0.01% | −1,321−11.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,545 | $275.4K | 0.03% | +1,302+14.1% | Added |
| Net Worth Advisory Group | 10,747 | $280.7K | 0.08% | −666−5.8% | Reduced |
| Sivia Capital Partners, LLC | 11,001 | $287.3K | 0.08% | +31+0.3% | Added |
| HB Wealth Management, LLC | 11,263 | $294.2K | 0.00% | +11,263 | New |
