| Parkworth Wealth Management, Inc. | 1 | $75 | 0.00% | +1 | New |
| New Millennium Group LLC | 2 | $149 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $149 | 0.00% | +2 | New |
| Transce3nd, LLC | 4 | $299 | 0.00% | +4 | New |
| Copeland Capital Management, LLC | 5 | $373 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5 | $373 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $448 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $449 | 0.00% | −5−45.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $449 | 0.00% | −2−25.0% | Reduced |
| Private Trust Co NA | 8 | $598 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $747 | 0.00% | +7+233.3% | Added |
| Millstone Evans Group, LLC | 12 | $896 | 0.00% | +12 | New |
| Sierra Ocean, LLC | 13 | $971 | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| Hemington Wealth Management | 21 | $1.00K | 0.00% | +1+5.0% | Added |
| Assetmark, Inc | 14 | $1.05K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 17 | $1.27K | 0.00% | +17 | New |
| Beacon Capital Management, LLC | 17 | $1.27K | 0.00% | +17 | New |
| CVA Family Office, LLC | 22 | $1.64K | 0.00% | −28−56.0% | Reduced |
| Farmers & Merchants Investments Inc | 22 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 23 | $1.72K | 0.00% | −7−23.3% | Reduced |
| JFS Wealth Advisors, LLC | 24 | $1.79K | 0.00% | −32−57.1% | Reduced |
| Lazard Asset Management LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 27 | $2.02K | 0.00% | +27 | New |
| SWAN Capital LLC | 28 | $2.09K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $2.17K | 0.00% | +29 | New |
| Accredited Wealth Management, LLC | 30 | $2.24K | 0.00% | +30 | New |
| Whipplewood Advisors, LLC | 32 | $2.39K | 0.00% | +32 | New |
| Addison Advisors LLC | 32 | $2.39K | 0.00% | −206−86.6% | Reduced |
| Carolinas Wealth Consulting LLC | 39 | $2.91K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 46 | $3.36K | 0.00% | −734−94.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43 | $3.37K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 50 | $3.73K | 0.00% | +50 | New |
| Huntington National Bank | 53 | $3.96K | 0.00% | −115−68.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 54 | $4.03K | 0.00% | −23,758−99.8% | Reduced |
| Parkside Financial Bank & Trust | 59 | $4.41K | 0.00% | +22+59.5% | Added |
| Farther Finance Advisors, LLC | 60 | $4.48K | 0.00% | −635−91.4% | Reduced |
| LRI Investments, LLC | 73 | $5.45K | 0.00% | −52−41.6% | Reduced |
| Jones Financial Companies LLLP | 73 | $5.45K | 0.00% | +10+15.9% | Added |
| Caitong International Asset Management Co., Ltd | 73 | $5.45K | 0.01% | +73 | New |
| Whittier Trust Co of Nevada Inc | 82 | $6.12K | 0.00% | +82 | New |
| SBI Securities Co., Ltd. | 86 | $6.42K | 0.00% | +86 | New |
| EverSource Wealth Advisors, LLC | 87 | $6.50K | 0.00% | −37−29.8% | Reduced |
| Massmutual Trust Co FSB | 88 | $6.57K | 0.00% | −19−17.8% | Reduced |
| Larson Financial Group LLC | 88 | $6.57K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 101 | $7.00K | 0.00% | +20+24.7% | Added |
| Anchor Investment Management, LLC | 100 | $7.47K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $7.47K | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 128 | $9.56K | 0.00% | +2+1.6% | Added |
| Investment Management Corp | 129 | $9.63K | 0.01% | +129 | New |
| Bessemer Group Inc | 126 | $10.0K | 0.00% | +32+34.0% | Added |
| Private Wealth Management Group, LLC | 142 | $10.6K | 0.00% | +7+5.2% | Added |
| Rise Advisors, LLC | 147 | $11.0K | 0.01% | +1+0.7% | Added |
| Global Retirement Partners, LLC | 158 | $11.8K | 0.00% | −182−53.5% | Reduced |
| Pinnacle Bancorp, Inc. | 170 | $12.7K | 0.00% | +60+54.5% | Added |
| Rothschild Investment LLC | 175 | $13.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 181 | $13.5K | 0.00% | −169−48.3% | Reduced |
| Lindbrook Capital, LLC | 182 | $13.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 183 | $13.7K | 0.00% | −72−28.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 184 | $13.7K | 0.00% | −3−1.6% | Reduced |
| HHM Wealth Advisors, LLC | 200 | $14.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 205 | $15.3K | 0.00% | +5+2.5% | Added |
| Quent Capital, LLC | 206 | $15.4K | 0.00% | −166−44.6% | Reduced |
| Hexagon Capital Partners LLC | 215 | $16.1K | 0.00% | −8−3.6% | Reduced |
| Quadrant Capital Group LLC | 236 | $17.6K | 0.00% | −361−60.5% | Reduced |
| SRS Capital Advisors, Inc. | 242 | $18.1K | 0.00% | −203−45.6% | Reduced |
| Leonteq Securities AG | 250 | $18.7K | 0.00% | +250 | New |
| Skopos Labs, Inc. | 266 | $19.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 269 | $20.1K | 0.00% | −138−33.9% | Reduced |
| Armstrong Advisory Group, Inc | 276 | $20.6K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 280 | $20.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 300 | $22.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 316 | $23.6K | 0.01% | −127−28.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 320 | $23.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 338 | $25.2K | 0.00% | +338 | New |
| Fifth Third Bancorp | 397 | $29.7K | 0.00% | −11−2.7% | Reduced |
| GWM Advisors LLC | 417 | $31.1K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 431 | $32.2K | 0.00% | −1,864−81.2% | Reduced |
| GAMMA Investing LLC | 463 | $34.6K | 0.00% | +66+16.6% | Added |
| Allworth Financial LP | 425 | $35.2K | 0.00% | +342+412.0% | Added |
| Umb Bank N A | 476 | $35.6K | 0.00% | +167+54.0% | Added |
| Nomura Asset Management Co Ltd | 510 | $38.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 527 | $39.4K | 0.00% | −57−9.8% | Reduced |
| V-Square Quantitative Management LLC | 531 | $39.7K | 0.01% | +231+77.0% | Added |
| Synergy Financial Management, LLC | 482 | $41.5K | 0.00% | +482 | New |
| Bogart Wealth, LLC | 780 | $58.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 798 | $59.6K | 0.00% | −350−30.5% | Reduced |
| Ronald Blue Trust, Inc. | 852 | $63.6K | 0.00% | −1,303−60.5% | Reduced |
| Signaturefd, LLC | 1,131 | $84.5K | 0.00% | −564−33.3% | Reduced |
| Bayforest Capital Ltd | 1,133 | $84.6K | 0.11% | +1,133 | New |
| TD Waterhouse Canada Inc. | 1,230 | $91.9K | 0.00% | +661+116.2% | Added |
| AdvisorNet Financial, Inc | 1,365 | $102.0K | 0.01% | −260−16.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,315 | $108.7K | 0.00% | −459−25.9% | Reduced |
| Sound Income Strategies, LLC | 1,467 | $109.6K | 0.01% | −413−22.0% | Reduced |
| Sawyer & Company, Inc | 1,480 | $111.0K | 0.04% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,500 | $112.0K | 0.04% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,500 | $112.0K | 0.00% | +1,500 | New |
| Matrix Trust Co | 1,572 | $117.0K | 0.02% | +1,110+240.3% | Added |
| Meeder Asset Management Inc | 1,569 | $117.2K | 0.01% | −21,308−93.1% | Reduced |
