| Lazard Asset Management LLC | 17 | $0 | 0.00% | +17 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Harbour Investments, Inc. | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $167 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $172 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3 | $172 | 0.00% | +1+50.0% | Added |
| Semmax Financial Advisors Inc. | 5 | $265 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5 | $286 | 0.00% | −620−99.2% | Reduced |
| True Wealth Design, LLC | 5 | $287 | 0.00% | +1+25.0% | Added |
| Sandy Spring Bank | 5 | $287 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 8 | $398 | 0.00% | −10−55.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 7 | $400 | 0.00% | −45−86.5% | Reduced |
| Bogart Wealth, LLC | 7 | $401 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $401 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $458 | 0.00% | −6−42.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $458 | 0.00% | −4−33.3% | Reduced |
| SRS Capital Advisors, Inc. | 8 | $458 | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 9 | $515 | 0.00% | −200−95.7% | Reduced |
| Versant Capital Management, Inc | 9 | $515 | 0.00% | −20−69.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $589 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $687 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $858 | 0.00% | +5+50.0% | Added |
| Fairman Group, LLC | 16 | $916 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $973 | 0.00% | +16+1,600.0% | Added |
| Avion Wealth | 8 | $1.00K | 0.00% | −6−42.9% | Reduced |
| New Covenant Trust Company, N.A. | 19 | $1.09K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 19 | $1.09K | 0.00% | −6−24.0% | Reduced |
| Anchor Investment Management, LLC | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 23 | $1.31K | 0.00% | +23 | New |
| Gilliland Jeter Wealth Management LLC | 25 | $1.43K | 0.00% | +25 | New |
| Principal Securities, Inc. | 26 | $1.49K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 26 | $1.49K | 0.00% | +26 | New |
| Allworth Financial LP | 27 | $1.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $1.66K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 33 | $1.89K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $1.95K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 34 | $1.95K | 0.00% | +34 | New |
| Smithfield Trust Co | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Sachetta, LLC | 25 | $2.02K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $2.23K | 0.00% | −35−47.3% | Reduced |
| Rocky Mountain Advisers, LLC | 41 | $2.35K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 45 | $2.58K | 0.00% | +1+2.3% | Added |
| LGT Financial Advisors LLC | 46 | $2.63K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $2.86K | 0.00% | −50−50.0% | Reduced |
| Clearstead Advisors, LLC | 55 | $2.91K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 52 | $2.98K | 0.00% | +52 | New |
| Farther Finance Advisors, LLC | 56 | $3.12K | 0.00% | −47−45.6% | Reduced |
| Halpern Financial, Inc. | 59 | $3.15K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 57 | $3.26K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 63 | $3.60K | 0.00% | −55−46.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 64 | $3.66K | 0.00% | +64 | New |
| Steward Partners Investment Advisory, LLC | 66 | $3.78K | 0.00% | +17+34.7% | Added |
| GAMMA Investing LLC | 70 | $4.01K | 0.00% | −234−77.0% | Reduced |
| Pinnacle Bancorp, Inc. | 71 | $4.06K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 80 | $4.58K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $4.75K | 0.00% | −30−26.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 98 | $4.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $5.04K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 92 | $5.27K | 0.00% | −16−14.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 97 | $5.55K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 102 | $5.84K | 0.00% | +45+78.9% | Added |
| 1832 Asset Management L.P. | 103 | $5.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 106 | $6.07K | 0.00% | −22−17.2% | Reduced |
| Coastal Investment Advisors, Inc. | 113 | $6.47K | 0.00% | +113 | New |
| Silicon Valley Capital Partners | 115 | $6.58K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $6.87K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 125 | $7.15K | 0.01% | −2,366−95.0% | Reduced |
| Lindbrook Capital, LLC | 126 | $7.21K | 0.00% | 00.0% | Unchanged |
| Private Management Group Inc | 154 | $8.81K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 179 | $10.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 184 | $10.5K | 0.00% | +184 | New |
| Atlantic Trust, LLC | 185 | $10.6K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 186 | $10.6K | 0.00% | +186 | New |
| Northwestern Mutual Wealth Management Co | 190 | $10.9K | 0.00% | −82−30.1% | Reduced |
| Capital Advisors, Ltd. LLC | 194 | $11.0K | 0.00% | +58+42.6% | Added |
| Parallel Advisors, LLC | 193 | $11.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 200 | $11.4K | 0.00% | +200 | New |
| Custom Portfolio Group LLC | 222 | $12.7K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 230 | $13.0K | 0.00% | +53+29.9% | Added |
| Quadrant Capital Group LLC | 250 | $14.3K | 0.00% | −15−5.7% | Reduced |
| Bromfield Sneider Wealth Advisors | 250 | $14.3K | 0.01% | +250 | New |
| Private Trust Co NA | 262 | $15.0K | 0.00% | −82−23.8% | Reduced |
| Crewe Advisors LLC | 277 | $15.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 295 | $16.9K | 0.00% | +12+4.2% | Added |
| GWM Advisors LLC | 309 | $17.7K | 0.00% | +5+1.6% | Added |
| Baldwin Brothers Inc | 309 | $17.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 312 | $18.0K | 0.00% | −38−10.9% | Reduced |
| Groupama Asset Managment | 318 | $18.2K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 348 | $19.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 380 | $21.7K | 0.00% | +380 | New |
| FNY Investment Advisers, LLC | 535 | $30.0K | 0.02% | −255−32.3% | Reduced |
| Mather Group, LLC. | 374 | $30.1K | 0.00% | +374 | New |
| Princeton Global Asset Management LLC | 545 | $31.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 557 | $31.9K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 583 | $33.4K | 0.00% | 00.0% | Unchanged |