| TFC Financial Management | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1 | $75 | 0.00% | +1 | New |
| Ameriflex Group, Inc. | 1 | $77 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $150 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $202 | 0.00% | +3 | New |
| Newbridge Financial Services Group, Inc. | 3 | $224 | 0.00% | +3 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $299 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $299 | 0.00% | +4 | New |
| Larson Financial Group LLC | 5 | $374 | 0.00% | −192−97.5% | Reduced |
| Rothschild Investment LLC | 5 | $374 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5 | $374 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $374 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $374 | 0.00% | +5 | New |
| Semmax Financial Advisors Inc. | 5 | $406 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6 | $449 | 0.00% | +6 | New |
| Whittier Trust Co of Nevada Inc | 7 | $523 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $523 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $523 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $598 | 0.00% | +8 | New |
| MV Capital Management, Inc. | 9 | $673 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $769 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $1.12K | 0.00% | +7+87.5% | Added |
| Principal Securities, Inc. | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $1.20K | 0.00% | −9−36.0% | Reduced |
| SJS Investment Consulting Inc. | 16 | $1.20K | 0.00% | +10+166.7% | Added |
| Ronald Blue Trust, Inc. | 19 | $1.42K | 0.00% | −179−90.4% | Reduced |
| Strategic Investment Solutions, Inc. | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 21 | $1.57K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 23 | $1.72K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 29 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $2.24K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 33 | $2.47K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 37 | $2.77K | 0.00% | +37 | New |
| GWM Advisors LLC | 38 | $2.84K | 0.00% | +2+5.6% | Added |
| Bruce G. Allen Investments, LLC | 43 | $3.21K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 44 | $3.29K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 46 | $3.44K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 48 | $3.59K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $3.74K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 47 | $3.78K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 52 | $3.89K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 64 | $4.79K | 0.00% | −45−41.3% | Reduced |
| Centricity Wealth Management, LLC | 67 | $5.01K | 0.00% | +67 | New |
| Kimelman & Baird, LLC | 75 | $5.61K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 75 | $5.61K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 75 | $5.82K | 0.00% | +75 | New |
| Optimum Investment Advisors | 80 | $5.98K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $6.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $6.58K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 88 | $6.58K | 0.00% | +27+44.3% | Added |
| Plante Moran Financial Advisors, LLC | 97 | $7.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 98 | $7.33K | 0.00% | +46+88.5% | Added |
| IFP Advisors, Inc | 110 | $8.22K | 0.00% | +61+124.5% | Added |
| Assetmark, Inc | 110 | $8.22K | 0.00% | +94+587.5% | Added |
| Silicon Valley Capital Partners | 115 | $8.60K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 122 | $9.12K | 0.00% | −3−2.4% | Reduced |
| Huntington National Bank | 123 | $9.20K | 0.00% | +12+10.8% | Added |
| Lindbrook Capital, LLC | 126 | $9.42K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 158 | $11.0K | 0.00% | +46+41.1% | Added |
| Spire Wealth Management | 156 | $11.7K | 0.00% | −86−35.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 146 | $11.9K | 0.00% | −108−42.5% | Reduced |
| Allworth Financial LP | 160 | $12.4K | 0.00% | +8+5.3% | Added |
| Sunbelt Securities, Inc. | 175 | $13.1K | 0.00% | +175 | New |
| Private Wealth Management Group, LLC | 180 | $13.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 184 | $13.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 185 | $13.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $15.0K | 0.00% | −23,054−99.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 209 | $16.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 217 | $16.2K | 0.00% | −45−17.2% | Reduced |
| Quadrant Capital Group LLC | 248 | $18.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 255 | $19.0K | 0.01% | −95−27.1% | Reduced |
| Kapitalo Investimentos Ltda | 258 | $19.3K | 0.01% | +258 | New |
| Ridgewood Investments LLC | 267 | $20.0K | 0.01% | −31−10.4% | Reduced |
| Crewe Advisors LLC | 277 | $20.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 277 | $20.7K | 0.00% | +25+9.9% | Added |
| LRI Investments, LLC | 281 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 289 | $22.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 301 | $22.9K | 0.00% | −180−37.4% | Reduced |
| Quest Partners LLC | 314 | $23.5K | 0.00% | +314 | New |
| Parallel Advisors, LLC | 331 | $24.7K | 0.00% | +9+2.8% | Added |
| Smartleaf Asset Management LLC | 406 | $30.3K | 0.00% | +154+61.1% | Added |
| FNY Investment Advisers, LLC | 430 | $32.0K | 0.02% | −249−36.7% | Reduced |
| Capital Advisors, Ltd. LLC | 443 | $33.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 451 | $33.7K | 0.03% | +451 | New |
| Ci Investments Inc. | 450 | $34.0K | 0.00% | +103+29.7% | Added |
| Signaturefd, LLC | 460 | $34.4K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 483 | $36.1K | 0.00% | +483 | New |
| Jones Financial Companies LLLP | 488 | $36.5K | 0.00% | +283+138.0% | Added |
| R Squared Ltd | 490 | $36.6K | 0.04% | +490 | New |
| Farther Finance Advisors, LLC | 530 | $39.6K | 0.00% | +406+327.4% | Added |
| GAMMA Investing LLC | 540 | $40.4K | 0.00% | +116+27.4% | Added |
| Princeton Global Asset Management LLC | 545 | $40.7K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 557 | $41.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 610 | $45.6K | 0.01% | +90+17.3% | Added |
| Key Financial Inc | 688 | $51.4K | 0.01% | +65+10.4% | Added |
| Empirical Asset Management, LLC | 51,062 | $55.5K | 0.02% | +51,062 | New |
| Mather Group, LLC. | 753 | $56.3K | 0.00% | +77+11.4% | Added |