| Global Financial Private Client, LLC | 1 | $108 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $108 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $108 | 0.00% | +1 | New |
| Northwestern Mutual Wealth Management Co | 2 | $216 | 0.00% | −134−98.5% | Reduced |
| Baldwin Brothers Inc | 2 | $216 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $216 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2 | $216 | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 2 | $216 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $216 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 2 | $216 | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $261 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3 | $324 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $324 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3 | $324 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 3 | $324 | 0.00% | +3 | New |
| Triad Wealth Partners, LLC | 3 | $324 | 0.00% | +3 | New |
| GWM Advisors LLC | 3 | $346 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $540 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $540 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 5 | $540 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $646 | 0.00% | +6 | New |
| IFP Advisors, Inc | 6 | $647 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 6 | $647 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 6 | $647 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $648 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $755 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 7 | $755 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 7 | $771 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $1.00K | 0.00% | +9+900.0% | Added |
| Westside Investment Management, Inc. | 10 | $1.08K | 0.00% | −5−33.3% | Reduced |
| Thompson Investment Management, Inc. | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 12 | $1.29K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 12 | $1.29K | 0.00% | +12 | New |
| Innealta Capital, LLC | 12 | $1.29K | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 13 | $1.40K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13 | $1.40K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 13 | $1.40K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 15 | $1.56K | 0.00% | −2−11.8% | Reduced |
| Rothschild Investment LLC | 15 | $1.62K | 0.00% | +10+200.0% | Added |
| Bartlett & Co. Wealth Management LLC | 18 | $1.94K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 19 | $2.05K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 19 | $2.05K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 19 | $2.05K | 0.00% | +19 | New |
| CoreCap Advisors, LLC | 21 | $2.27K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 22 | $2.37K | 0.00% | +7+46.7% | Added |
| Montag A & Associates Inc | 22 | $2.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $2.38K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $2.59K | 0.00% | +24 | New |
| Godsey & Gibb Associates | 25 | $2.70K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $2.70K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $2.70K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 25 | $2.70K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 26 | $2.81K | 0.00% | +14+116.7% | Added |
| Cullen/Frost Bankers, Inc. | 27 | $2.91K | 0.00% | +27 | New |
| CWM, LLC | 29 | $3.00K | 0.00% | +15+107.1% | Added |
| Principal Securities, Inc. | 28 | $3.02K | 0.00% | +28 | New |
| Compagnie Lombard Odier SCmA | 30 | $3.24K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $3.67K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 37 | $3.99K | 0.00% | +5+15.6% | Added |
| Cape Investment Advisory, Inc. | 39 | $4.21K | 0.00% | +39 | New |
| Fifth Third Bancorp | 40 | $4.32K | 0.00% | +37+1,233.3% | Added |
| SJS Investment Consulting Inc. | 40 | $4.32K | 0.00% | +36+900.0% | Added |
| WealthCollab, LLC | 41 | $4.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $4.54K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 48 | $5.18K | 0.00% | +48 | New |
| Beacon Capital Management, LLC | 50 | $5.40K | 0.00% | −4−7.4% | Reduced |
| Venturi Wealth Management, LLC | 50 | $5.40K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 47 | $6.25K | 0.00% | +34+261.5% | Added |
| Whittier Trust Co | 59 | $6.37K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 64 | $6.91K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 72 | $7.78K | 0.00% | −191−72.6% | Reduced |
| Quarry LP | 73 | $7.88K | 0.00% | −234−76.2% | Reduced |
| International Assets Investment Management, LLC | 80 | $8.63K | 0.00% | +80 | New |
| SRS Capital Advisors, Inc. | 85 | $9.17K | 0.00% | +85 | New |
| Financial Network Wealth Advisors LLC | 87 | $9.39K | 0.01% | +87 | New |
| Main Street Group, LTD | 92 | $10.1K | 0.00% | −3−3.2% | Reduced |
| Key Financial Inc | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 102 | $11.2K | 0.00% | −29−22.1% | Reduced |
| Hexagon Capital Partners LLC | 125 | $13.5K | 0.00% | +2+1.6% | Added |
| Crewe Advisors LLC | 128 | $13.8K | 0.00% | +128 | New |
| Pittenger & Anderson Inc | 140 | $15.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 132 | $15.5K | 0.00% | −25−15.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 154 | $16.6K | 0.00% | +103+202.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 162 | $17.5K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 163 | $17.6K | 0.01% | +163 | New |
| NBC Securities, Inc. | 180 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 189 | $20.4K | 0.00% | −76−28.7% | Reduced |
| GAMMA Investing LLC | 191 | $20.6K | 0.00% | +149+354.8% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $21.6K | 0.01% | +200 | New |
| Central Trust Co | 204 | $22.0K | 0.00% | +4+2.0% | Added |
| Carolinas Wealth Consulting LLC | 212 | $22.9K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 231 | $24.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 223 | $24.1K | 0.00% | −40−15.2% | Reduced |
| South State Corp. | 240 | $25.9K | 0.00% | +240 | New |
| Simplex Trading, LLC | 247 | $26.0K | 0.00% | +247 | New |
| Opal Wealth Advisors, LLC | 278 | $30.0K | 0.01% | +278 | New |
| Quadrant Capital Group LLC | 282 | $30.4K | 0.00% | +187+196.8% | Added |