| Bruce G. Allen Investments, LLC | 0 | $17 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $158 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $158 | 0.00% | +1 | New |
| Runnymede Capital Advisors, Inc. | 1 | $158 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 2 | $316 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $316 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $316 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2 | $316 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $316 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $316 | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 2 | $316 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $316 | 0.00% | +1+100.0% | Added |
| Skopos Labs, Inc. | 2 | $316 | 0.00% | +2 | New |
| West Financial Advisors, LLC | 2 | $316 | 0.00% | +2 | New |
| Brown, Lisle/Cummings, Inc. | 3 | $473 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $474 | 0.00% | −1−25.0% | Reduced |
| GWM Advisors LLC | 3 | $508 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $631 | 0.00% | +4 | New |
| Murphy & Mullick Capital Management Corp | 4 | $631 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $789 | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 5 | $789 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 5 | $790 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $946 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $1.10K | 0.00% | −1−12.5% | Reduced |
| Accordant Advisory Group Inc | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 7 | $1.10K | 0.00% | +7 | New |
| Westside Investment Management, Inc. | 8 | $1.26K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9 | $1.42K | 0.00% | −23−71.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 10 | $1.58K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 11 | $1.74K | 0.00% | −10−47.6% | Reduced |
| Thompson Investment Management, Inc. | 11 | $1.74K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 11 | $1.74K | 0.00% | +11 | New |
| Trust Co of Vermont | 12 | $1.89K | 0.00% | +11+1,100.0% | Added |
| Hemington Wealth Management | 13 | $2.00K | 0.00% | +2+18.2% | Added |
| Covestor Ltd | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $2.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $2.05K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13 | $2.05K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 13 | $2.05K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 13 | $2.05K | 0.00% | +13 | New |
| Creative Financial Designs Inc | 14 | $2.21K | 0.00% | +12+600.0% | Added |
| SBI Securities Co., Ltd. | 14 | $2.21K | 0.00% | +14 | New |
| Bogart Wealth, LLC | 17 | $2.68K | 0.00% | +16+1,600.0% | Added |
| Bartlett & Co. Wealth Management LLC | 18 | $2.84K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18 | $2.84K | 0.00% | +18 | New |
| Montag A & Associates Inc | 22 | $3.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $3.47K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 22 | $3.47K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 24 | $3.79K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $3.79K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $3.94K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $3.94K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 25 | $3.94K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 25 | $3.95K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $3.95K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 30 | $4.73K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $5.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $5.37K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $5.52K | 0.00% | +3+9.4% | Added |
| Fifth Third Bancorp | 36 | $5.68K | 0.00% | +6+20.0% | Added |
| Laurel Wealth Advisors LLC | 37 | $5.84K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 41 | $6.47K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 41 | $6.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $6.65K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 47 | $7.00K | 0.00% | +43+1,075.0% | Added |
| Cape Investment Advisory, Inc. | 46 | $7.26K | 0.00% | +7+17.9% | Added |
| Massmutual Trust Co FSB | 48 | $7.58K | 0.00% | +8+20.0% | Added |
| Venturi Wealth Management, LLC | 50 | $7.89K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 50 | $7.89K | 0.00% | +50 | New |
| JTC Employer Solutions Trusteee Ltd | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 57 | $8.99K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 58 | $9.17K | 0.00% | −7−10.8% | Reduced |
| Whittier Trust Co | 59 | $9.31K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 64 | $10.1K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 65 | $10.3K | 0.00% | +65 | New |
| Umb Bank N A | 68 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 70 | $11.0K | 0.01% | +70 | New |
| EverSource Wealth Advisors, LLC | 76 | $12.0K | 0.00% | +29+61.7% | Added |
| Assetmark, Inc | 80 | $12.6K | 0.00% | +32+66.7% | Added |
| SRS Capital Advisors, Inc. | 81 | $12.8K | 0.00% | −4−4.7% | Reduced |
| Jones Financial Companies LLLP | 82 | $12.9K | 0.00% | +82 | New |
| Main Street Group, LTD | 94 | $14.7K | 0.01% | +1+1.1% | Added |
| Key Financial Inc | 100 | $15.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 100 | $16.0K | 0.00% | +35+53.8% | Added |
| Larson Financial Group LLC | 102 | $16.1K | 0.00% | +102 | New |
| Spire Wealth Management | 102 | $16.1K | 0.00% | +102 | New |
| Hexagon Capital Partners LLC | 129 | $20.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 139 | $22.6K | 0.00% | +2+1.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 162 | $25.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 162 | $25.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 175 | $27.6K | 0.00% | −25−12.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 183 | $28.9K | 0.03% | +183 | New |
| Lindbrook Capital, LLC | 190 | $30.0K | 0.00% | +1+0.5% | Added |
| Principal Securities, Inc. | 199 | $31.4K | 0.00% | +158+385.4% | Added |
| Carolinas Wealth Consulting LLC | 212 | $33.5K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 231 | $36.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 230 | $36.3K | 0.00% | +5+2.2% | Added |
| South State Corp. | 240 | $37.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 262 | $41.3K | 0.00% | −43−14.1% | Reduced |