| Rakuten Securities, Inc. | 1 | $64 | 0.00% | −9−90.0% | Reduced |
| TFC Financial Management | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $64 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $127 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2 | $127 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 2 | $128 | 0.00% | −165−98.8% | Reduced |
| SJS Investment Consulting Inc. | 2 | $128 | 0.00% | −14−87.5% | Reduced |
| Winnow Wealth LLC | 2 | $128 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $157 | 0.00% | −6−75.0% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $191 | 0.00% | −5−62.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 3 | $191 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $191 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $213 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 4 | $254 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 4 | $254 | 0.00% | +4 | New |
| Rossby Financial, LCC | 5 | $317 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $318 | 0.00% | −5−50.0% | Reduced |
| Nisa Investment Advisors, LLC | 5 | $318 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $381 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $445 | 0.00% | −2−22.2% | Reduced |
| North Capital, Inc. | 7 | $445 | 0.00% | +1+16.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 7 | $445 | 0.00% | +7 | New |
| Clear Street Markets LLC | 7 | $445 | 0.00% | +7 | New |
| Whittier Trust Co of Nevada Inc | 7 | $452 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8 | $508 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $571 | 0.00% | +3+50.0% | Added |
| MV Capital Management, Inc. | 9 | $572 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 9 | $572 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $635 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 10 | $635 | 0.00% | +8+400.0% | Added |
| Rothschild Investment LLC | 13 | $826 | 0.00% | −2−13.3% | Reduced |
| Trust Co | 13 | $826 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $826 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $827 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $1.00K | 0.00% | +4+16.7% | Added |
| Cloud Capital Management, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Tortoise Investment Management, LLC | 16 | $1.02K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 17 | $1.08K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $1.14K | 0.00% | −37−67.3% | Reduced |
| Center for Financial Planning, Inc. | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 21 | $1.33K | 0.00% | −49−70.0% | Reduced |
| Larson Financial Group LLC | 21 | $1.33K | 0.00% | −5−19.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 24 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $1.52K | 0.00% | −6−20.0% | Reduced |
| GWM Advisors LLC | 27 | $1.68K | 0.00% | −3−10.0% | Reduced |
| Wealth Watch Advisors, INC | 28 | $1.78K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 29 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 36 | $2.00K | 0.00% | +22+157.1% | Added |
| GPS Wealth Strategies Group, LLC | 35 | $2.22K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 37 | $2.33K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 37 | $2.35K | 0.00% | +37 | New |
| Huntington National Bank | 41 | $2.60K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 43 | $2.73K | 0.00% | −89−67.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 44 | $2.80K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 48 | $3.02K | 0.00% | +1+2.1% | Added |
| Fairscale Capital, LLC | 48 | $3.05K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $3.18K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 52 | $3.31K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 63 | $4.00K | 0.00% | +63 | New |
| Princeton Global Asset Management LLC | 65 | $4.13K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 75 | $4.77K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 75 | $4.77K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 80 | $5.08K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $5.27K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 86 | $5.46K | 0.00% | +86 | New |
| Steward Partners Investment Advisory, LLC | 88 | $5.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $5.59K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 90 | $5.72K | 0.00% | −153−63.0% | Reduced |
| Bokf, NA | 118 | $7.50K | 0.00% | +118 | New |
| JFS Wealth Advisors, LLC | 120 | $7.63K | 0.00% | −3−2.4% | Reduced |
| Hemington Wealth Management | 138 | $8.00K | 0.00% | −95−40.8% | Reduced |
| Private Trust Co NA | 147 | $9.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 180 | $11.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 198 | $12.6K | 0.00% | −14−6.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 209 | $13.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 229 | $14.6K | 0.00% | −37−13.9% | Reduced |
| Bessemer Group Inc | 241 | $15.0K | 0.00% | −25−9.4% | Reduced |
| Community Bank, N.A. | 243 | $15.4K | 0.00% | +243 | New |
| Farther Finance Advisors, LLC | 244 | $15.5K | 0.00% | +5+2.1% | Added |
| Westfuller Advisors, LLC | 250 | $15.9K | 0.01% | +250 | New |
| Assetmark, Inc | 267 | $17.0K | 0.00% | −160−37.5% | Reduced |
| Crewe Advisors LLC | 277 | $17.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 279 | $17.7K | 0.00% | −31−10.0% | Reduced |
| Root Financial Partners, LLC | 285 | $18.1K | 0.00% | +285 | New |
| Quest Partners LLC | 314 | $20.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 314 | $20.0K | 0.00% | +6+1.9% | Added |
| Massmutual Trust Co FSB | 327 | $20.8K | 0.00% | −43−11.6% | Reduced |
| Parallel Advisors, LLC | 328 | $20.8K | 0.00% | −1−0.3% | Reduced |
| Allworth Financial LP | 346 | $22.0K | 0.00% | +36+11.6% | Added |
| Smartleaf Asset Management LLC | 361 | $22.9K | 0.00% | +96+36.2% | Added |
| Parkside Financial Bank & Trust | 389 | $24.7K | 0.00% | +29+8.1% | Added |
| GAMMA Investing LLC | 398 | $25.3K | 0.00% | −191−32.4% | Reduced |
| Capital Advisors, Ltd. LLC | 443 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 454 | $29.0K | 0.00% | −98−17.8% | Reduced |
| Signaturefd, LLC | 460 | $29.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 478 | $30.4K | 0.01% | −13−2.6% | Reduced |
| Delta Asset Management LLC | 498 | $31.6K | 0.00% | −59−10.6% | Reduced |