| MV Capital Management, Inc. | 1 | $49 | 0.00% | −8−88.9% | Reduced |
| Ameriflex Group, Inc. | 1 | $49 | 0.00% | −1−50.0% | Reduced |
| Harbour Investments, Inc. | 1 | $49 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $85 | 0.00% | −2−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $97 | 0.00% | −1−33.3% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $97 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $97 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $98 | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 3 | $146 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $146 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $162 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $194 | 0.00% | −5−55.6% | Reduced |
| Zions Bancorporation, National Association | 4 | $194 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4 | $194 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $243 | 0.00% | −19−79.2% | Reduced |
| Nisa Investment Advisors, LLC | 5 | $243 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $292 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $292 | 0.00% | +6 | New |
| Keating Financial Advisory Services, Inc. | 6 | $292 | 0.00% | +6 | New |
| NorthAvenue LLC | 6 | $292 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 7 | $340 | 0.00% | −6−46.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 7 | $343 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 437 | $437 | 0.00% | +437 | New |
| Massmutual Trust Co FSB | 10 | $486 | 0.00% | −317−96.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $486 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $486 | 0.00% | +8+400.0% | Added |
| Manchester Capital Management LLC | 10 | $486 | 0.00% | +10 | New |
| Optima Capital LLC | 10 | $486 | 0.00% | +10 | New |
| Bare Financial Services, Inc | 11 | $535 | 0.00% | +11 | New |
| Sachetta, LLC | 13 | $632 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 14 | $655 | 0.00% | −13−48.1% | Reduced |
| Global Retirement Partners, LLC | 16 | $778 | 0.00% | +16 | New |
| Trust Co of Toledo NA | 17 | $826 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $972 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $972 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 15 | $1.00K | 0.00% | −21−58.3% | Reduced |
| Avion Wealth | 41 | $1.00K | 0.00% | +13+46.4% | Added |
| Huntington National Bank | 22 | $1.07K | 0.00% | −19−46.3% | Reduced |
| Bell Investment Advisors, Inc | 22 | $1.07K | 0.00% | −2−8.3% | Reduced |
| Sunbelt Securities, Inc. | 25 | $1.22K | 0.00% | +25 | New |
| International Assets Investment Management, LLC | 25 | $1.22K | 0.00% | +25 | New |
| South State Corp. | 26 | $1.26K | 0.00% | −64−71.1% | Reduced |
| Bruce G. Allen Investments, LLC | 26 | $1.26K | 0.00% | −5−16.1% | Reduced |
| Wealth Watch Advisors, INC | 28 | $1.36K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $1.41K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 33 | $1.60K | 0.00% | +12+57.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 37 | $1.80K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 41 | $1.99K | 0.00% | +41 | New |
| Bessemer Group Inc | 47 | $2.00K | 0.00% | −194−80.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 44 | $2.14K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 45 | $2.19K | 0.00% | +45 | New |
| JFS Wealth Advisors, LLC | 45 | $2.19K | 0.00% | −75−62.5% | Reduced |
| Rossby Financial, LCC | 45 | $2.19K | 0.00% | +40+800.0% | Added |
| Colonial Trust Co | 48 | $2.31K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 48 | $2.33K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $2.43K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 51 | $2.48K | 0.00% | +51 | New |
| Private Wealth Management Group, LLC | 54 | $2.63K | 0.00% | −126−70.0% | Reduced |
| Bravera Wealth | 58 | $2.82K | 0.00% | +58 | New |
| Princeton Global Asset Management LLC | 65 | $3.16K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 69 | $3.35K | 0.00% | +69 | New |
| ZRC Wealth Management, LLC | 74 | $3.60K | 0.00% | +22+42.3% | Added |
| Kimelman & Baird, LLC | 75 | $3.65K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 75 | $3.65K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $4.03K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 84 | $4.08K | 0.00% | −201−70.5% | Reduced |
| Farmers & Merchants Investments Inc | 88 | $4.28K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 88 | $4.28K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 108 | $5.25K | 0.00% | −159−59.6% | Reduced |
| Parkside Financial Bank & Trust | 117 | $5.69K | 0.00% | −272−69.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 124 | $6.03K | 0.00% | +124 | New |
| LRI Investments, LLC | 131 | $6.37K | 0.00% | −148−53.0% | Reduced |
| IFP Advisors, Inc | 133 | $6.46K | 0.00% | +112+533.3% | Added |
| National Bank of Canada | 141 | $6.85K | 0.00% | −568−80.1% | Reduced |
| Private Trust Co NA | 147 | $7.14K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 156 | $7.58K | 0.00% | +138+766.7% | Added |
| Northwestern Mutual Wealth Management Co | 162 | $7.87K | 0.00% | −36−18.2% | Reduced |
| Los Angeles Capital Management LLC | 148 | $7.87K | 0.00% | +148 | New |
| SageView Advisory Group, LLC | 187 | $9.09K | 0.00% | +187 | New |
| Smartleaf Asset Management LLC | 208 | $10.2K | 0.00% | −153−42.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 209 | $10.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 218 | $10.6K | 0.00% | −26−10.7% | Reduced |
| GAMMA Investing LLC | 220 | $10.7K | 0.00% | −178−44.7% | Reduced |
| Basecamp Wealth Advisors LLC | 241 | $11.7K | 0.00% | +241 | New |
| Essential Partners LLC | 267 | $13.0K | 0.00% | +257+2,570.0% | Added |
| Parallel Advisors, LLC | 302 | $14.7K | 0.00% | −26−7.9% | Reduced |
| Quest Partners LLC | 314 | $15.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 314 | $15.3K | 0.00% | +85+37.1% | Added |
| Capital Advisors, Ltd. LLC | 350 | $17.0K | 0.00% | −93−21.0% | Reduced |
| Allworth Financial LP | 423 | $20.5K | 0.00% | +77+22.3% | Added |
| Signaturefd, LLC | 460 | $22.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 498 | $24.2K | 0.00% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 534 | $26.0K | 0.01% | +534 | New |
| FNY Investment Advisers, LLC | 580 | $28.0K | 0.01% | −50−7.9% | Reduced |
| EverSource Wealth Advisors, LLC | 607 | $29.5K | 0.00% | +99+19.5% | Added |
| Key Financial Inc | 620 | $30.1K | 0.01% | −68−9.9% | Reduced |
| Johnson Financial Group, Inc. | 625 | $30.4K | 0.00% | −30−4.6% | Reduced |
| eCIO, Inc. | 626 | $30.4K | 0.01% | +626 | New |
| Nomura Asset Management Co Ltd | 710 | $34.5K | 0.00% | 00.0% | Unchanged |
