| Dunhill Financial, LLC | 1 | $262 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $448 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $448 | 0.00% | +1 | New |
| Optima Capital LLC | 1 | $448 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $448 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $449 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $449 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $449 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1 | $449 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $897 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2 | $897 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $897 | 0.00% | +1+100.0% | Added |
| Ronald Blue Trust, Inc. | 3 | $1.34K | 0.00% | +1+50.0% | Added |
| Elyxium Wealth, LLC | 4 | $1.79K | 0.00% | +4 | New |
| Cromwell Holdings LLC | 4 | $1.79K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $1.79K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 4 | $1.96K | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 5 | $2.24K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 5 | $2.24K | 0.00% | −30−85.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $2.69K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $2.69K | 0.00% | +2+50.0% | Added |
| Provenance Wealth Advisors, LLC | 7 | $3.14K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7 | $3.23K | 0.00% | −1−12.5% | Reduced |
| Raffa Wealth Management, LLC | 8 | $3.59K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 8 | $3.59K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 9 | $4.15K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $4.48K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $4.93K | 0.00% | +1+10.0% | Added |
| MPWM Advisory Solutions, LLC | 12 | $5.38K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $5.83K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 11 | $5.99K | 0.00% | +11 | New |
| Cetera Trust Company, N.A | 15 | $6.73K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 15 | $6.73K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1,251 | $6.73K | 0.00% | +1,251 | New |
| Optiver Holding B.V. | 16 | $7.17K | 0.00% | −51−76.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16 | $7.17K | 0.00% | +16 | New |
| Sound Income Strategies, LLC | 15 | $7.48K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 17 | $7.62K | 0.00% | +6+54.5% | Added |
| Entrust Financial LLC | 17 | $7.62K | 0.01% | +17 | New |
| Bogart Wealth, LLC | 18 | $8.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $8.07K | 0.00% | +16+800.0% | Added |
| American National Bank | 19 | $8.52K | 0.00% | +19 | New |
| Nisa Investment Advisors, LLC | 20 | $8.97K | 0.00% | −72−78.3% | Reduced |
| LRI Investments, LLC | 20 | $8.97K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22 | $9.87K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $9.87K | 0.00% | +20+1,000.0% | Added |
| Farmers & Merchants Investments Inc | 26 | $11.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 28 | $12.6K | 0.00% | +28 | New |
| Kemnay Advisory Services Inc. | 28 | $12.6K | 0.00% | +28 | New |
| Keating Financial Advisory Services, Inc. | 29 | $13.0K | 0.00% | +29 | New |
| Massmutual Trust Co FSB | 30 | $13.5K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 31 | $13.9K | 0.00% | +11+55.0% | Added |
| Activest Wealth Management | 31 | $13.9K | 0.00% | +29+1,450.0% | Added |
| Harbour Investments, Inc. | 36 | $16.1K | 0.00% | +1+2.9% | Added |
| WPG Advisers, LLC | 38 | $17.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 38 | $17.0K | 0.00% | −13−25.5% | Reduced |
| Bryn Mawr Trust Co | 40 | $17.9K | 0.00% | +35+700.0% | Added |
| Cresta Advisors, Ltd. | 40 | $17.9K | 0.01% | +40 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 40 | $17.9K | 0.00% | +40 | New |
| Oakworth Capital, Inc. | 41 | $18.4K | 0.00% | +41 | New |
| Torren Management, LLC | 42 | $18.8K | 0.01% | +42 | New |
| Private Trust Co NA | 44 | $19.5K | 0.00% | −57−56.4% | Reduced |
| Boreal Capital Management LLC | 45 | $20.2K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 49 | $22.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 53 | $23.8K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 57 | $25.6K | 0.00% | +36+171.4% | Added |
| West Branch Capital LLC | 60 | $26.9K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 64 | $28.7K | 0.00% | +33+106.5% | Added |
| SRS Capital Advisors, Inc. | 68 | $30.5K | 0.00% | −10−12.8% | Reduced |
| UMA Financial Services, Inc. | 69 | $30.9K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 69 | $30.9K | 0.01% | +69 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 78 | $35.0K | 0.01% | +78 | New |
| Nomura Asset Management Co Ltd | 78 | $35.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 80 | $35.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 82 | $37.6K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 39,013 | $39.0K | 0.02% | +39,013 | New |
| Bartlett & Co. Wealth Management LLC | 96 | $43.0K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 96 | $43.0K | 0.00% | +96 | New |
| Root Financial Partners, LLC | 102 | $45.7K | 0.00% | +10+10.9% | Added |
| Quent Capital, LLC | 108 | $48.4K | 0.00% | +10+10.2% | Added |
| Quest Partners LLC | 117 | $52.5K | 0.00% | −2−1.7% | Reduced |
| Larson Financial Group LLC | 119 | $53.4K | 0.00% | +37+45.1% | Added |
| HM Payson & Co | 130 | $58.3K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 134 | $60.1K | 0.04% | +134 | New |
| Clearstead Advisors, LLC | 136 | $61.0K | 0.00% | +13+10.6% | Added |
| Brown Brothers Harriman & Co | 137 | $61.4K | 0.00% | −254−65.0% | Reduced |
| Group One Trading, L.P. | 138 | $61.9K | 0.00% | −98−41.5% | Reduced |
| Signaturefd, LLC | 141 | $63.2K | 0.00% | −1−0.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 145 | $65.0K | 0.02% | +5+3.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 155 | $69.5K | 0.02% | +55+55.0% | Added |
| Simplex Trading, LLC | 160 | $71.7K | 0.00% | +160 | New |
| Covestor Ltd | 166 | $75.0K | 0.04% | −15−8.3% | Reduced |
| Rothschild Investment LLC | 182 | $81.6K | 0.00% | +180+9,000.0% | Added |
| Greenline Wealth Management LLC | 200 | $89.7K | 0.09% | +200 | New |
| Osterweis Capital Management Inc | 212 | $95.1K | 0.00% | +212 | New |
| First Horizon Corp | 217 | $97.3K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 239 | $107.2K | 0.05% | +239 | New |
| AdvisorNet Financial, Inc | 243 | $109.0K | 0.01% | +7+3.0% | Added |
| Essential Partners LLC | 286 | $128.3K | 0.04% | +284+14,200.0% | Added |