| TFC Financial Management | 1 | $144 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $144 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $144 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $287 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $288 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $288 | 0.00% | +2 | New |
| Principal Securities, Inc. | 2 | $305 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $432 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 4 | $576 | 0.00% | −2−33.3% | Reduced |
| Binnacle Investments Inc | 4 | $576 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $720 | 0.00% | +3+150.0% | Added |
| NewSquare Capital LLC | 5 | $720 | 0.00% | +5 | New |
| Amundi | 6 | $847 | 0.00% | +6 | New |
| Assetmark, Inc | 6 | $864 | 0.00% | −1−14.3% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +5+125.0% | Added |
| Spectrum Wealth Counsel, LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 33 | $1.01K | 0.00% | +26+371.4% | Added |
| Global Financial Private Client, LLC | 9 | $1.30K | 0.00% | +6+200.0% | Added |
| SJS Investment Consulting Inc. | 13 | $1.87K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $1.87K | 0.00% | +13 | New |
| Farmers & Merchants Investments Inc | 14 | $2.02K | 0.00% | +6+75.0% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $2.16K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16 | $2.30K | 0.00% | −45−73.8% | Reduced |
| Hexagon Capital Partners LLC | 16 | $2.30K | 0.00% | −6−27.3% | Reduced |
| South State Corp. | 16 | $2.30K | 0.00% | +16 | New |
| Transce3nd, LLC | 19 | $2.74K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 21 | $3.02K | 0.00% | +21 | New |
| Pineridge Advisors LLC | 23 | $3.35K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 24 | $3.46K | 0.00% | +24 | New |
| Kestra Investment Management, LLC | 26 | $3.74K | 0.00% | +26 | New |
| First Horizon Advisors, Inc. | 26 | $3.75K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $4.17K | 0.00% | +9+45.0% | Added |
| SBI Securities Co., Ltd. | 31 | $4.46K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 32 | $4.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $4.89K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 35 | $5.00K | 0.00% | +35 | New |
| Westend Capital Management, LLC | 35 | $5.04K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $5.04K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 35 | $5.04K | 0.00% | +35 | New |
| Quest 10 Wealth Builders, Inc. | 36 | $5.18K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37 | $5.33K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 42 | $6.04K | 0.00% | −6−12.5% | Reduced |
| Boston Private Wealth LLC | 44 | $6.33K | 0.00% | +44 | New |
| TD Private Client Wealth LLC | 49 | $7.05K | 0.00% | +15+44.1% | Added |
| Huntington National Bank | 49 | $7.05K | 0.00% | +33+206.3% | Added |
| Princeton Global Asset Management LLC | 50 | $7.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $7.20K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 50 | $7.20K | 0.00% | +50 | New |
| North Star Investment Management Corp. | 52 | $7.49K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 59 | $8.49K | 0.00% | +4+7.3% | Added |
| Covestor Ltd | 64 | $9.00K | 0.01% | +1+1.6% | Added |
| JFS Wealth Advisors, LLC | 67 | $9.65K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 68 | $9.79K | 0.00% | +12+21.4% | Added |
| UMA Financial Services, Inc. | 71 | $10.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 72 | $10.4K | 0.00% | +72 | New |
| Deseret Mutual Benefit Administrators | 77 | $11.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 78 | $11.2K | 0.00% | +78 | New |
| Private Trust Co NA | 80 | $11.5K | 0.00% | +7+9.6% | Added |
| Versant Capital Management, Inc | 82 | $11.8K | 0.00% | +57+228.0% | Added |
| Mather Group, LLC. | 89 | $12.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 90 | $13.0K | 0.00% | +1+1.1% | Added |
| Roxbury Financial LLC | 85 | $14.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $14.4K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 103 | $14.7K | 0.01% | +103 | New |
| Perkins Coie Trust Co | 112 | $16.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 110 | $16.2K | 0.00% | +3+2.8% | Added |
| Matrix Trust Co | 132 | $19.0K | 0.00% | +4+3.1% | Added |
| EverSource Wealth Advisors, LLC | 145 | $20.9K | 0.00% | +27+22.9% | Added |
| American National Bank | 155 | $22.3K | 0.00% | +155 | New |
| Salem Investment Counselors Inc | 158 | $22.7K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 154 | $23.0K | 0.00% | −265−63.2% | Reduced |
| GWM Advisors LLC | 174 | $25.1K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 175 | $25.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 194 | $27.9K | 0.00% | −107−35.5% | Reduced |
| True Wealth Design, LLC | 222 | $32.0K | 0.01% | −51−18.7% | Reduced |
| CIBC Private Wealth Group, LLC | 243 | $34.1K | 0.00% | +104+74.8% | Added |
| Clearstead Advisors, LLC | 241 | $34.7K | 0.00% | +151+167.8% | Added |
| Nomura Asset Management Co Ltd | 260 | $37.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 276 | $39.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 293 | $42.0K | 0.00% | +293 | New |
| Hemington Wealth Management | 301 | $43.0K | 0.01% | +18+6.4% | Added |
| Umb Bank N A | 339 | $48.8K | 0.00% | +274+421.5% | Added |
| Lindbrook Capital, LLC | 341 | $49.1K | 0.00% | +301+752.5% | Added |
| Simplex Trading, LLC | 367 | $52.0K | 0.00% | −32−8.0% | Reduced |
| Smartleaf Asset Management LLC | 370 | $52.4K | 0.01% | −3−0.8% | Reduced |
| Spire Wealth Management | 388 | $55.9K | 0.00% | −1−0.3% | Reduced |
| Jones Financial Companies LLLP | 403 | $56.9K | 0.00% | +347+619.6% | Added |
| GAMMA Investing LLC | 398 | $57.3K | 0.00% | +136+51.9% | Added |
| Skopos Labs, Inc. | 453 | $65.2K | 0.01% | +353+353.0% | Added |
| Caldwell Sutter Capital, Inc. | 465 | $67.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 490 | $70.5K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $72.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 528 | $76.0K | 0.00% | +125+31.0% | Added |
| Founders Capital Management | 550 | $79.2K | 0.05% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 546 | $79.9K | 0.00% | +15+2.8% | Added |
| Manchester Capital Management LLC | 567 | $81.6K | 0.01% | +2+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 577 | $83.1K | 0.00% | +218+60.7% | Added |
| WFA Asset Management Corp | 521 | $84.5K | 0.04% | −11−2.1% | Reduced |
| Parallel Advisors, LLC | 688 | $99.1K | 0.00% | +31+4.7% | Added |