| Bay Harbor Wealth Management, LLC | 1 | $687 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1 | $687 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $687 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $687 | 0.00% | +1 | New |
| UMA Financial Services, Inc. | 1 | $688 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $688 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $688 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $688 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1 | $688 | 0.00% | +1 | New |
| Optima Capital LLC | 1 | $690 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $1.38K | 0.00% | −1−33.3% | Reduced |
| Manchester Capital Management LLC | 2 | $1.38K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $1.38K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $1.38K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $1.38K | 0.00% | +1+100.0% | Added |
| Legacy Wealth Managment, LLC | 2 | $1.38K | 0.00% | +2 | New |
| HM Payson & Co | 3 | $2.06K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $2.06K | 0.00% | +2+200.0% | Added |
| Cornerstone Financial Management LLC | 3 | $2.06K | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $2.06K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 4 | $2.75K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $2.75K | 0.00% | +4 | New |
| MJT & Associates Financial Advisory Group, Inc. | 4 | $2.75K | 0.00% | −3−42.9% | Reduced |
| High Note Wealth, LLC | 5 | $3.44K | 0.00% | +2+66.7% | Added |
| Altshuler Shaham Ltd | 5 | $3.44K | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 6 | $4.12K | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 6 | $4.14K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7 | $4.81K | 0.00% | +7 | New |
| LRI Investments, LLC | 7 | $4.81K | 0.00% | −10−58.8% | Reduced |
| Farmers & Merchants Investments Inc | 7 | $4.81K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $4.81K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $4.81K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 7 | $4.81K | 0.00% | +7 | New |
| Motiv8 Investments LLC | 8 | $5.00K | 0.00% | +8 | New |
| Rocky Mountain Advisers, LLC | 8 | $5.50K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 8 | $5.50K | 0.00% | +8 | New |
| EMC Capital Management | 9 | $6.00K | 0.00% | −2−18.2% | Reduced |
| Brown Brothers Harriman & Co | 11 | $7.56K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 11 | $7.56K | 0.00% | +10+1,000.0% | Added |
| Activest Wealth Management | 11 | $7.56K | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 12 | $8.25K | 0.00% | +6+100.0% | Added |
| SageView Advisory Group, LLC | 12 | $8.25K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 13 | $8.94K | 0.00% | +3+30.0% | Added |
| Quattro Advisors LLC | 15 | $10.4K | 0.01% | +15 | New |
| Bell Investment Advisors, Inc | 18 | $12.4K | 0.00% | −1−5.3% | Reduced |
| True Wealth Design, LLC | 20 | $13.7K | 0.00% | −1−4.8% | Reduced |
| Resources Management Corp | 20 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 24 | $16.5K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 25 | $17.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $17.9K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 27 | $18.6K | 0.00% | +27 | New |
| FNY Investment Advisers, LLC | 30 | $20.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 29 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 30 | $20.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 30 | $21.0K | 0.00% | +16+114.3% | Added |
| TD Private Client Wealth LLC | 34 | $23.4K | 0.00% | +1+3.0% | Added |
| Trust Co of Vermont | 35 | $24.1K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 35 | $24.1K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 33 | $24.7K | 0.00% | +33 | New |
| Fortitude Family Office, LLC | 39 | $26.8K | 0.01% | −1−2.5% | Reduced |
| International Assets Investment Management, LLC | 39 | $26.8K | 0.00% | +39 | New |
| WealthCollab, LLC | 39 | $26.8K | 0.01% | −3−7.1% | Reduced |
| Quent Capital, LLC | 41 | $28.2K | 0.00% | −11−21.2% | Reduced |
| Root Financial Partners, LLC | 41 | $28.2K | 0.00% | +5+13.9% | Added |
| WPG Advisers, LLC | 42 | $28.9K | 0.02% | −2−4.5% | Reduced |
| Massmutual Trust Co FSB | 46 | $31.6K | 0.00% | −1−2.1% | Reduced |
| SJS Investment Consulting Inc. | 48 | $33.0K | 0.00% | +35+269.2% | Added |
| Rosenberg Matthew Hamilton | 50 | $34.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 52 | $35.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 57 | $39.8K | 0.00% | +12+26.7% | Added |
| Bessemer Group Inc | 58 | $40.0K | 0.00% | +9+18.4% | Added |
| Group One Trading, L.P. | 60 | $41.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 60 | $41.2K | 0.01% | +25+71.4% | Added |
| Fifth Third Bancorp | 71 | $48.8K | 0.00% | +8+12.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 75 | $51.5K | 0.01% | +25+50.0% | Added |
| Bayforest Capital Ltd | 77 | $52.9K | 0.04% | −39−33.6% | Reduced |
| Crewe Advisors LLC | 82 | $56.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 91 | $62.5K | 0.00% | −26−22.2% | Reduced |
| Rothschild Investment LLC | 92 | $63.2K | 0.00% | −165−64.2% | Reduced |
| Essential Partners LLC | 92 | $63.2K | 0.02% | −76−45.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 97 | $66.9K | 0.00% | −62−39.0% | Reduced |
| Allworth Financial LP | 104 | $71.5K | 0.00% | −23−18.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 107 | $74.0K | 0.00% | +31+40.8% | Added |
| Hollencrest Capital Management | 113 | $77.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 119 | $81.8K | 0.04% | −498−80.7% | Reduced |
| St Germain D J Co Inc | 120 | $82.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 125 | $86.3K | 0.00% | +125 | New |
| MAI Capital Management | 127 | $87.3K | 0.00% | −3−2.3% | Reduced |
| STRS Ohio | 134 | $92.1K | 0.00% | −7−5.0% | Reduced |
| MV Capital Management, Inc. | 134 | $92.1K | 0.01% | +1+0.8% | Added |
| Covestor Ltd | 136 | $94.0K | 0.05% | +65+91.5% | Added |
| Danske Bank A/S | 140 | $96.2K | 0.00% | +140 | New |
| Kohmann Bosshard Financial Services, LLC | 140 | $96.2K | 0.01% | +140 | New |
| Quarry LP | 146 | $100.3K | 0.02% | +83+131.7% | Added |
| Kestra Advisory Services, LLC | 154 | $106.2K | 0.00% | −216−58.4% | Reduced |
| Rockefeller Capital Management L.P. | 156 | $107.5K | 0.00% | +83+113.7% | Added |
| CIBC Private Wealth Group, LLC | 164 | $112.7K | 0.00% | +152+1,266.7% | Added |
| Signaturefd, LLC | 193 | $132.6K | 0.00% | −40−17.2% | Reduced |
| EverSource Wealth Advisors, LLC | 193 | $132.7K | 0.00% | −26−11.9% | Reduced |