| Bessemer Group Inc | 2 | $0 | 0.00% | −102−98.1% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 39 | $0 | 0.00% | +39 | New |
| Valued Wealth Advisors LLC | 6 | $300 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 7 | $378 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $486 | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 9 | $486 | 0.00% | +9 | New |
| Rise Advisors, LLC | 10 | $529 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 10 | $558 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $594 | 0.00% | −14−56.0% | Reduced |
| EverSource Wealth Advisors, LLC | 12 | $647 | 0.00% | −431−97.3% | Reduced |
| Provenance Wealth Advisors, LLC | 14 | $755 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 16 | $863 | 0.00% | −2,257−99.3% | Reduced |
| Versant Capital Management, Inc | 16 | $863 | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 19 | $1.02K | 0.00% | +19 | New |
| Arlington Trust Co LLC | 25 | $1.35K | 0.00% | +25 | New |
| Glassman Wealth Services | 27 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 29 | $1.56K | 0.00% | +29 | New |
| Focused Wealth Management, Inc | 33 | $1.80K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 36 | $1.94K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 36 | $1.96K | 0.00% | +36 | New |
| Financial Management Professionals, Inc. | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 45 | $2.00K | 0.00% | +45 | New |
| McClarren Financial Advisors, Inc. | 29 | $2.00K | 0.00% | +29 | New |
| Signaturefd, LLC | 40 | $2.16K | 0.00% | −38−48.7% | Reduced |
| Massmutual Trust Co FSB | 43 | $2.32K | 0.00% | −13−23.2% | Reduced |
| JFS Wealth Advisors, LLC | 43 | $2.32K | 0.00% | −7−14.0% | Reduced |
| Glen Eagle Advisors, LLC | 55 | $2.97K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 59 | $3.18K | 0.00% | +59 | New |
| Bell Investment Advisors, Inc | 65 | $3.51K | 0.00% | −35−35.0% | Reduced |
| ICA Group Wealth Management, LLC | 69 | $3.72K | 0.00% | +69 | New |
| Householder Group Estate & Retirement Specialist, LLC | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 75 | $4.05K | 0.00% | −363−82.9% | Reduced |
| AdvisorNet Financial, Inc | 81 | $4.37K | 0.00% | +15+22.7% | Added |
| Gables Capital Management Inc. | 82 | $4.42K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 83 | $4.48K | 0.00% | +66+388.2% | Added |
| Tortoise Investment Management, LLC | 87 | $4.69K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88 | $4.75K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 90 | $4.88K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 92 | $4.96K | 0.00% | +92 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $5.39K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $5.39K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $5.39K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 100 | $5.39K | 0.00% | +100 | New |
| BKM Wealth Management, LLC | 100 | $5.39K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 103 | $5.56K | 0.00% | −74−41.8% | Reduced |
| PSI Advisors, LLC | 105 | $5.67K | 0.00% | +105 | New |
| First Horizon Advisors, Inc. | 106 | $5.74K | 0.00% | −48−31.2% | Reduced |
| Lee Financial Co | 108 | $5.83K | 0.00% | +39+56.5% | Added |
| Wetzel Investment Advisors, Inc. | 112 | $6.00K | 0.00% | +112 | New |
| Frazier Financial Advisors, LLC | 115 | $6.21K | 0.01% | +115 | New |
| Gradient Investments LLC | 116 | $6.26K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 120 | $6.47K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 137 | $7.39K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 168 | $9.05K | 0.01% | −236−58.4% | Reduced |
| Farther Finance Advisors, LLC | 180 | $9.71K | 0.00% | +47+35.3% | Added |
| Pinnacle Bancorp, Inc. | 187 | $10.1K | 0.00% | −91−32.7% | Reduced |
| Concord Wealth Partners | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 208 | $11.2K | 0.00% | +156+300.0% | Added |
| Private Trust Co NA | 232 | $12.5K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 245 | $13.2K | 0.02% | +68+38.4% | Added |
| Estabrook Capital Management | 250 | $13.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 259 | $14.0K | 0.00% | +27+11.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 262 | $14.1K | 0.00% | +262 | New |
| South State Corp. | 269 | $14.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 285 | $15.4K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 285 | $15.4K | 0.01% | +285 | New |
| Caas Capital Management LP | 300 | $16.2K | 0.02% | +300 | New |
| Geneos Wealth Management Inc. | 303 | $16.3K | 0.00% | +40+15.2% | Added |
| Venturi Wealth Management, LLC | 308 | $16.6K | 0.00% | +169+121.6% | Added |
| Advisory Services Network, LLC | 308 | $16.6K | 0.00% | +308 | New |
| Winch Advisory Services, LLC | 346 | $18.7K | 0.01% | +1+0.3% | Added |
| CGC Financial Services, LLC | 355 | $19.1K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 396 | $21.4K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $21.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 443 | $23.9K | 0.00% | +26+6.2% | Added |
| Ronald Blue Trust, Inc. | 488 | $24.0K | 0.00% | +109+28.8% | Added |
| Leonteq Securities AG | 465 | $25.1K | 0.00% | −1,300−73.7% | Reduced |
| Sittner & Nelson, LLC | 486 | $26.2K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 496 | $26.8K | 0.00% | +2+0.4% | Added |
| Salem Investment Counselors Inc | 500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 500 | $27.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 515 | $27.8K | 0.00% | −70−12.0% | Reduced |
| Storebrand Asset Management AS | 529 | $28.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 566 | $31.0K | 0.02% | −93−14.1% | Reduced |
| Trust Co | 602 | $32.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 614 | $33.1K | 0.00% | +364+145.6% | Added |
| Rosenberg Matthew Hamilton | 656 | $35.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 660 | $35.6K | 0.00% | +88+15.4% | Added |
| Parkside Financial Bank & Trust | 700 | $37.8K | 0.01% | −8−1.1% | Reduced |
| National Bank of Canada | 787 | $42.7K | 0.00% | −536−40.5% | Reduced |
| HHM Wealth Advisors, LLC | 795 | $42.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 838 | $44.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 936 | $50.5K | 0.03% | +936 | New |
| Nomura Asset Management Co Ltd | 960 | $51.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 960 | $51.8K | 0.01% | +880+1,100.0% | Added |
| Quent Capital, LLC | 964 | $52.0K | 0.01% | +98+11.3% | Added |