| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Creekmur Asset Management LLC | 0 | $16 | 0.00% | 0 | New |
| Tortoise Investment Management, LLC | 1 | $114 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 1 | $114 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $227 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 2 | $227 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $341 | 0.00% | +1+50.0% | Added |
| Trust Co of Toledo NA | 3 | $341 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $341 | 0.00% | +3 | New |
| Glen Eagle Advisors, LLC | 4 | $416 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $454 | 0.00% | +2+100.0% | Added |
| WealthTrak Capital Management LLC | 5 | $568 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $568 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6 | $681 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $681 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $682 | 0.00% | −67−91.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 5 | $694 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 7 | $795 | 0.00% | −8−53.3% | Reduced |
| TD Private Client Wealth LLC | 7 | $795 | 0.00% | +2+40.0% | Added |
| Hughes Financial Services, LLC | 6 | $822 | 0.00% | +1+20.0% | Added |
| Cornerstone Planning Group LLC | 6 | $837 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $1.02K | 0.00% | −44−83.0% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $1.02K | 0.00% | +6+200.0% | Added |
| Cromwell Holdings LLC | 10 | $1.14K | 0.00% | +6+150.0% | Added |
| South State Corp. | 10 | $1.14K | 0.00% | −10−50.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 10 | $1.14K | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 10 | $1.14K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $1.25K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $1.48K | 0.00% | −33−71.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 13 | $1.48K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15 | $1.70K | 0.00% | +9+150.0% | Added |
| Thompson Investment Management, Inc. | 15 | $1.76K | 0.00% | −113−88.3% | Reduced |
| Granite FO LLC | 16 | $1.82K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 19 | $2.16K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 21 | $2.38K | 0.00% | −33−61.1% | Reduced |
| Raleigh Capital Management Inc. | 23 | $2.56K | 0.00% | +4+21.1% | Added |
| St. Johns Investment Management Company, LLC | 23 | $2.61K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 23 | $2.61K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $2.84K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 25 | $2.84K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25 | $2.84K | 0.00% | +25 | New |
| Larson Financial Group LLC | 27 | $3.10K | 0.00% | +25+1,250.0% | Added |
| Capital A Wealth Management, LLC | 29 | $3.14K | 0.04% | +29 | New |
| Whipplewood Advisors, LLC | 30 | $3.41K | 0.00% | +19+172.7% | Added |
| Bellwether Advisors, LLC | 33 | $3.75K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 34 | $3.86K | 0.00% | +29+580.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 38 | $4.31K | 0.00% | +10+35.7% | Added |
| Ronald Blue Trust, Inc. | 38 | $4.31K | 0.00% | +38 | New |
| Montag A & Associates Inc | 38 | $4.32K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 38 | $4.32K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 37 | $4.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $4.54K | 0.00% | +24+150.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 40 | $4.60K | 0.00% | −583,083−100.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 43 | $4.88K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 44 | $5.00K | 0.00% | +3+7.3% | Added |
| Bryn Mawr Trust Co | 49 | $5.56K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 53 | $6.02K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 53 | $6.02K | 0.00% | +5+10.4% | Added |
| Huntington National Bank | 53 | $6.02K | 0.00% | +38+253.3% | Added |
| Plato Investment Management Ltd | 64 | $7.24K | 0.00% | +5+8.5% | Added |
| Bell Investment Advisors, Inc | 73 | $8.29K | 0.00% | +47+180.8% | Added |
| WealthCollab, LLC | 82 | $9.31K | 0.01% | +82 | New |
| TD Waterhouse Canada Inc. | 80 | $9.45K | 0.00% | +80 | New |
| Hemington Wealth Management | 96 | $10.0K | 0.00% | +4+4.3% | Added |
| Sachetta, LLC | 93 | $10.6K | 0.00% | +20+27.4% | Added |
| Costello Asset Management, INC | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $11.4K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 106 | $12.0K | 0.00% | +106 | New |
| Global Retirement Partners, LLC | 107 | $12.2K | 0.00% | +107 | New |
| Golden State Wealth Management, LLC | 108 | $12.3K | 0.00% | −18−14.3% | Reduced |
| Private Trust Co NA | 110 | $12.5K | 0.00% | −100−47.6% | Reduced |
| Accent Capital Management, LLC | 583 | $12.5K | 0.01% | +583 | New |
| Financial Perspectives, Inc | 117 | $13.2K | 0.00% | +1+0.9% | Added |
| Parkside Financial Bank & Trust | 119 | $13.5K | 0.00% | +72+153.2% | Added |
| Bangor Savings Bank | 123 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 152 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 126 | $14.3K | 0.00% | +126 | New |
| Smithfield Trust Co | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 154 | $17.5K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 168 | $19.1K | 0.00% | +168 | New |
| Parallel Advisors, LLC | 219 | $24.9K | 0.00% | −47−17.7% | Reduced |
| Rise Advisors, LLC | 239 | $27.2K | 0.01% | −9−3.6% | Reduced |
| True Wealth Design, LLC | 243 | $27.6K | 0.01% | −286−54.1% | Reduced |
| V-Square Quantitative Management LLC | 245 | $27.8K | 0.00% | −136−35.7% | Reduced |
| TCTC Holdings, LLC | 253 | $28.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 258 | $29.3K | 0.00% | −1,167−81.9% | Reduced |
| Versant Capital Management, Inc | 269 | $30.5K | 0.00% | −548−67.1% | Reduced |
| Whittier Trust Co | 279 | $31.7K | 0.00% | +114+69.1% | Added |
| TSFG, LLC | 294 | $33.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 300 | $34.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $34.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 334 | $37.9K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 335 | $38.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 407 | $46.0K | 0.00% | +278+215.5% | Added |
| Central Trust Co | 422 | $47.9K | 0.00% | −33−7.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 432 | $49.1K | 0.01% | +307+245.6% | Added |
| Bank of Jackson Hole Trust | 458 | $52.0K | 0.03% | 00.0% | Unchanged |