| Lazard Asset Management LLC | 10 | $0 | 0.00% | +10 | New |
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 1 | $38 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $77 | 0.00% | −2−50.0% | Reduced |
| Investors Research Corp | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $77 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $115 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $153 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $154 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4 | $154 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5 | $191 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $191 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $191 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $191 | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 5 | $191 | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 6 | $219 | 0.00% | +4+200.0% | Added |
| Steward Partners Investment Advisory, LLC | 6 | $230 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $230 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 6 | $230 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7 | $268 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7 | $268 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 7 | $268 | 0.00% | +7 | New |
| Kings Path Partners LLC | 7 | $268 | 0.00% | +7 | New |
| Rothschild Investment LLC | 11 | $421 | 0.00% | +11 | New |
| Versant Capital Management, Inc | 12 | $459 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $498 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 13 | $498 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $543 | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 15 | $574 | 0.00% | −15−50.0% | Reduced |
| Schroder Investment Management Group | 16 | $612 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 17 | $651 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $689 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 18 | $689 | 0.00% | +18 | New |
| Quadrant Capital Group LLC | 20 | $766 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 21 | $804 | 0.00% | −7,632−99.7% | Reduced |
| Opal Wealth Advisors, LLC | 23 | $881 | 0.00% | +23 | New |
| Deseret Mutual Benefit Administrators | 25 | $957 | 0.00% | −180−87.8% | Reduced |
| Capital Advisors, Ltd. LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 27 | $1.03K | 0.00% | +27 | New |
| Western Pacific Wealth Management, LP | 29 | $1.11K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $1.19K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $1.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 32 | $1.23K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 33 | $1.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $1.30K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $1.34K | 0.00% | +12+52.2% | Added |
| SRS Capital Advisors, Inc. | 35 | $1.34K | 0.00% | −4−10.3% | Reduced |
| Valued Wealth Advisors LLC | 36 | $1.38K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 44 | $1.68K | 0.00% | −5−10.2% | Reduced |
| Huntington National Bank | 44 | $1.68K | 0.00% | +2+4.8% | Added |
| Optimum Investment Advisors | 52 | $1.99K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 52 | $1.99K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 53 | $2.03K | 0.00% | −800−93.8% | Reduced |
| Harbour Investments, Inc. | 56 | $2.14K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 67 | $2.56K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 71 | $2.72K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $2.72K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 73 | $2.79K | 0.00% | +73 | New |
| 1832 Asset Management L.P. | 78 | $2.98K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 79 | $3.02K | 0.00% | +23+41.1% | Added |
| Farther Finance Advisors, LLC | 100 | $3.87K | 0.00% | −17−14.5% | Reduced |
| Franklin Resources Inc | 102 | $3.90K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 106 | $4.06K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 111 | $4.33K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 114 | $4.36K | 0.00% | +23+25.3% | Added |
| Central Trust Co | 120 | $4.59K | 0.00% | +120 | New |
| Covestor Ltd | 128 | $5.00K | 0.00% | +1+0.8% | Added |
| M&R Capital Management Inc | 132 | $5.05K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 127 | $5.57K | 0.00% | +127 | New |
| Northwestern Mutual Wealth Management Co | 149 | $5.70K | 0.00% | −22−12.9% | Reduced |
| Bessemer Group Inc | 178 | $7.00K | 0.00% | −97−35.3% | Reduced |
| Atlas Capital Advisors LLC | 189 | $7.23K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 194 | $7.42K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $7.65K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 227 | $8.69K | 0.00% | +100+78.7% | Added |
| Custom Portfolio Group LLC | 231 | $8.84K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 247 | $9.45K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 257 | $9.84K | 0.00% | −6−2.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 274 | $10.0K | 0.00% | +274 | New |
| Princeton Global Asset Management LLC | 262 | $10.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 301 | $11.5K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 301 | $11.5K | 0.00% | 00.0% | Unchanged |
| Motco | 351 | $13.4K | 0.00% | −79−18.4% | Reduced |
| Paloma Partners Management Co | 355 | $13.6K | 0.00% | +355 | New |
| Corebridge Financial, Inc. | 357 | $13.7K | 0.00% | +357 | New |
| TCTC Holdings, LLC | 366 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 372 | $16.3K | 0.00% | +162+77.1% | Added |
| CWM, LLC | 460 | $18.0K | 0.00% | +50+12.2% | Added |
| Signaturefd, LLC | 543 | $20.8K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 606 | $23.8K | 0.00% | −36−5.6% | Reduced |