| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $92 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $92 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $92 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 1 | $92 | 0.00% | +1 | New |
| Newbridge Financial Services Group, Inc. | 1 | $92 | 0.00% | +1 | New |
| First Horizon Corp | 2 | $183 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $183 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $183 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $183 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2 | $183 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $183 | 0.00% | +2 | New |
| Rossby Financial, LCC | 2 | $185 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 3 | $275 | 0.00% | −242−98.8% | Reduced |
| Mountain Hill Investment Partners Corp. | 3 | $275 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 4 | $367 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $367 | 0.00% | +1+33.3% | Added |
| Keating Financial Advisory Services, Inc. | 4 | $367 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $458 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $550 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $550 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 7 | $641 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 8 | $733 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $733 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 8 | $733 | 0.00% | +8 | New |
| Twin Peaks Wealth Advisors, LLC | 8 | $733 | 0.00% | +8 | New |
| Atlantic Trust, LLC | 9 | $825 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 9 | $825 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 12 | $1.10K | 0.00% | +12 | New |
| Allspring Global Investments Holdings, LLC | 13 | $1.23K | 0.00% | +10+333.3% | Added |
| Rosenberg Matthew Hamilton | 14 | $1.28K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 14 | $1.28K | 0.00% | +5+55.6% | Added |
| Whipplewood Advisors, LLC | 14 | $1.28K | 0.00% | +14 | New |
| Montag A & Associates Inc | 16 | $1.47K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $1.56K | 0.00% | −19−52.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17 | $1.56K | 0.00% | +3+21.4% | Added |
| Ares Financial Consulting, LLC | 17 | $1.57K | 0.00% | +17 | New |
| Bryn Mawr Trust Co | 18 | $1.65K | 0.00% | +18 | New |
| Millstone Evans Group, LLC | 19 | $1.74K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $1.76K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 20 | $1.83K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $1.83K | 0.00% | +5+33.3% | Added |
| Anchor Investment Management, LLC | 21 | $1.92K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 21 | $1.93K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 23 | $2.11K | 0.00% | +19+475.0% | Added |
| Fortis Group Advisors, LLC | 26 | $2.38K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 27 | $2.47K | 0.00% | −15−35.7% | Reduced |
| Advisory Services Network, LLC | 27 | $2.49K | 0.00% | +27 | New |
| Owl Creek Wealth Partners LLC | 31 | $2.84K | 0.00% | +31 | New |
| Capital Advisors, Ltd. LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 33 | $3.02K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 39 | $3.58K | 0.00% | +39 | New |
| Community Financial Services Group, LLC | 39 | $3.60K | 0.00% | +39 | New |
| SJS Investment Consulting Inc. | 43 | $3.94K | 0.00% | +42+4,200.0% | Added |
| Covestor Ltd | 46 | $4.00K | 0.00% | −21−31.3% | Reduced |
| Costello Asset Management, INC | 50 | $4.58K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57 | $5.22K | 0.00% | +39+216.7% | Added |
| Northwestern Mutual Wealth Management Co | 65 | $5.96K | 0.00% | +49+306.3% | Added |
| Rothschild Investment LLC | 74 | $6.78K | 0.00% | +60+428.6% | Added |
| Manchester Capital Management LLC | 76 | $6.96K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 95 | $8.71K | 0.00% | +95 | New |
| Farther Finance Advisors, LLC | 103 | $9.46K | 0.00% | +8+8.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 143 | $13.1K | 0.00% | +143 | New |
| Delta Asset Management LLC | 150 | $13.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 158 | $13.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 161 | $14.7K | 0.00% | +93+136.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 172 | $16.4K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 181 | $16.6K | 0.00% | −23−11.3% | Reduced |
| Quadrant Capital Group LLC | 197 | $18.1K | 0.00% | −2−1.0% | Reduced |
| Barclays PLC | 201 | $18.4K | 0.00% | −214−51.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 233 | $21.4K | 0.00% | +171+275.8% | Added |
| Mather Group, LLC. | 241 | $22.1K | 0.00% | +241 | New |
| Larson Financial Group LLC | 242 | $22.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 249 | $22.8K | 0.00% | +18+7.8% | Added |
| Central Pacific Bank - Trust Division | 269 | $24.7K | 0.00% | +269 | New |
| Dougherty Wealth Advisers LLC | 299 | $27.4K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 316 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 313 | $29.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 322 | $29.5K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 323 | $29.6K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 366 | $33.5K | 0.00% | −41−10.1% | Reduced |
| Tower Research Capital LLC (TRC) | 380 | $34.8K | 0.00% | −903−70.4% | Reduced |
| SRS Capital Advisors, Inc. | 449 | $41.1K | 0.00% | −72−13.8% | Reduced |
| STRS Ohio | 471 | $43.2K | 0.00% | −1−0.2% | Reduced |
| Fifth Third Bancorp | 475 | $43.5K | 0.00% | +473+23,650.0% | Added |
| GAMMA Investing LLC | 483 | $44.3K | 0.00% | +164+51.4% | Added |
| Simplex Trading, LLC | 487 | $44.6K | 0.00% | +487 | New |
| Signaturefd, LLC | 515 | $47.2K | 0.00% | +1+0.2% | Added |
| Massmutual Trust Co FSB | 538 | $49.3K | 0.00% | −3−0.6% | Reduced |
| MAI Capital Management | 544 | $49.8K | 0.00% | +18+3.4% | Added |
| Parallel Advisors, LLC | 551 | $50.5K | 0.00% | +16+3.0% | Added |
| Jones Financial Companies LLLP | 689 | $59.5K | 0.00% | +628+1,029.5% | Added |
| Sterling Capital Management LLC | 661 | $60.6K | 0.00% | −557−45.7% | Reduced |
| Versant Capital Management, Inc | 726 | $66.5K | 0.01% | +453+165.9% | Added |
| Brown Brothers Harriman & Co | 737 | $67.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 844 | $77.3K | 0.01% | −15−1.7% | Reduced |
