| Bay Harbor Wealth Management, LLC | 1 | $80 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $80 | 0.00% | +1 | New |
| Crewe Advisors LLC | 1 | $81 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $161 | 0.00% | +2 | New |
| Brown Brothers Harriman & Co | 3 | $240 | 0.00% | −39−92.9% | Reduced |
| Greenline Partners, LLC | 3 | $240 | 0.00% | +3 | New |
| Cromwell Holdings LLC | 3 | $240 | 0.00% | +3 | New |
| Binnacle Investments Inc | 4 | $321 | 0.00% | +4 | New |
| Bokf, NA | 5 | $401 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $401 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $401 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $401 | 0.00% | +1+25.0% | Added |
| Global Financial Private Client, LLC | 5 | $401 | 0.00% | +3+150.0% | Added |
| Creative Financial Designs Inc | 5 | $401 | 0.00% | +5 | New |
| CVA Family Office, LLC | 6 | $481 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $481 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $482 | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 4 | $561 | 0.00% | −3−42.9% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $642 | 0.00% | +3+60.0% | Added |
| American Capital Advisory, LLC | 9 | $722 | 0.00% | +9 | New |
| Newbridge Financial Services Group, Inc. | 10 | $802 | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 10 | $802 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 12 | $878 | 0.00% | +8+200.0% | Added |
| Prestige Wealth Management Group LLC | 11 | $882 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $962 | 0.00% | +10+500.0% | Added |
| Avion Wealth | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 13 | $1.04K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 14 | $1.12K | 0.00% | −21−60.0% | Reduced |
| Rakuten Securities, Inc. | 14 | $1.12K | 0.00% | +14 | New |
| Assetmark, Inc | 15 | $1.20K | 0.00% | −15−50.0% | Reduced |
| Bare Financial Services, Inc | 19 | $1.52K | 0.00% | +19 | New |
| Sachetta, LLC | 19 | $1.52K | 0.00% | +19 | New |
| WealthTrak Capital Management LLC | 19 | $1.52K | 0.00% | +19 | New |
| Riggs Asset Managment Co. Inc. | 20 | $1.60K | 0.00% | +17+566.7% | Added |
| Raleigh Capital Management Inc. | 20 | $1.62K | 0.00% | +20 | New |
| SBI Securities Co., Ltd. | 21 | $1.68K | 0.00% | −35−62.5% | Reduced |
| Bell Investment Advisors, Inc | 21 | $1.68K | 0.00% | +8+61.5% | Added |
| Hexagon Capital Partners LLC | 22 | $1.76K | 0.00% | +6+37.5% | Added |
| Central Trust Co | 22 | $1.76K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 23 | $1.84K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 26 | $2.08K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 29 | $2.32K | 0.00% | +29 | New |
| Colonial Trust Co | 32 | $2.60K | 0.00% | −3−8.6% | Reduced |
| NBC Securities, Inc. | 43 | $3.00K | 0.00% | +43 | New |
| MV Capital Management, Inc. | 38 | $3.05K | 0.00% | +34+850.0% | Added |
| Bruce G. Allen Investments, LLC | 39 | $3.13K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 39 | $3.13K | 0.00% | +39 | New |
| Cornerstone Planning Group LLC | 51 | $3.46K | 0.00% | +47+1,175.0% | Added |
| Lindbrook Capital, LLC | 44 | $3.53K | 0.00% | −99−69.2% | Reduced |
| Quent Capital, LLC | 47 | $3.77K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $3.85K | 0.00% | +22+84.6% | Added |
| Capital Advisors, Ltd. LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 52 | $4.17K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 54 | $4.33K | 0.00% | +11+25.6% | Added |
| Hantz Financial Services, Inc. | 60 | $5.00K | 0.00% | +60 | New |
| Farther Finance Advisors, LLC | 66 | $5.30K | 0.00% | +8+13.8% | Added |
| Atlas Capital Advisors LLC | 71 | $5.69K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 71 | $6.00K | 0.00% | +1+1.4% | Added |
| Hemington Wealth Management | 81 | $6.00K | 0.00% | +16+24.6% | Added |
| CIBC Private Wealth Group, LLC | 107 | $6.29K | 0.00% | +79+282.1% | Added |
| Whittier Trust Co of Nevada Inc | 81 | $6.49K | 0.00% | +28+52.8% | Added |
| Atlantic Trust, LLC | 84 | $6.73K | 0.00% | +84 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 89 | $7.13K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 101 | $8.10K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 103 | $8.26K | 0.00% | −16−13.4% | Reduced |
| Armstrong Advisory Group, Inc | 96 | $10.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 137 | $11.0K | 0.01% | +137 | New |
| Huntington National Bank | 138 | $11.1K | 0.00% | −327−70.3% | Reduced |
| True Wealth Design, LLC | 149 | $11.9K | 0.00% | +149 | New |
| Smithfield Trust Co | 155 | $12.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 153 | $12.3K | 0.00% | +153 | New |
| Key Financial Inc | 154 | $12.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 173 | $13.9K | 0.01% | −26−13.1% | Reduced |
| First Horizon Advisors, Inc. | 182 | $14.6K | 0.00% | +79+76.7% | Added |
| Larson Financial Group LLC | 183 | $14.7K | 0.00% | +135+281.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 191 | $15.3K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 191 | $15.3K | 0.00% | +113+144.9% | Added |
| Berbice Capital Management LLC | 200 | $16.0K | 0.01% | +200 | New |
| Parkside Financial Bank & Trust | 203 | $16.3K | 0.00% | −4−1.9% | Reduced |
| Quest Partners LLC | 206 | $16.5K | 0.00% | +37+21.9% | Added |
| Steward Partners Investment Advisory, LLC | 213 | $17.1K | 0.00% | −50−19.0% | Reduced |
| Leonteq Securities AG | 228 | $18.3K | 0.00% | +9+4.1% | Added |
| Massmutual Trust Co FSB | 229 | $18.4K | 0.00% | +23+11.2% | Added |
| Principal Securities, Inc. | 176 | $18.4K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 239 | $19.0K | 0.01% | +1+0.4% | Added |
| SRS Capital Advisors, Inc. | 243 | $19.5K | 0.00% | +39+19.1% | Added |
| Estabrook Capital Management | 250 | $20.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 297 | $22.0K | 0.00% | +214+257.8% | Added |
| Harvest Fund Management Co., Ltd | 301 | $24.0K | 0.00% | −199−39.8% | Reduced |
| Versant Capital Management, Inc | 301 | $24.1K | 0.00% | −132−30.5% | Reduced |
| Winnow Wealth LLC | 306 | $24.5K | 0.02% | −2−0.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 354 | $28.3K | 0.01% | +354 | New |
| Sandy Spring Bank | 358 | $28.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 380 | $30.5K | 0.01% | −407−51.7% | Reduced |
| Geneos Wealth Management Inc. | 395 | $31.7K | 0.00% | −40−9.2% | Reduced |
| Nomura Asset Management Co Ltd | 400 | $32.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 437 | $35.0K | 0.00% | +5+1.2% | Added |
| Optimum Investment Advisors | 500 | $40.1K | 0.02% | +200+66.7% | Added |
| EverSource Wealth Advisors, LLC | 513 | $41.1K | 0.00% | +289+129.0% | Added |