| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $203 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $203 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1 | $203 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $203 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1 | $203 | 0.00% | +1 | New |
| Horizon Investments, LLC | 1 | $203 | 0.00% | +1 | New |
| Quent Capital, LLC | 1 | $203 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $204 | 0.00% | −2−66.7% | Reduced |
| MV Capital Management, Inc. | 1 | $204 | 0.00% | −1−50.0% | Reduced |
| Valued Wealth Advisors LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $226 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 2 | $406 | 0.00% | +2 | New |
| Cromwell Holdings LLC | 2 | $407 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $407 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $473 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3 | $609 | 0.00% | −3−50.0% | Reduced |
| Bogart Wealth, LLC | 3 | $609 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $610 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $610 | 0.00% | +2+200.0% | Added |
| Assetmark, Inc | 3 | $658 | 0.00% | +1+50.0% | Added |
| Tortoise Investment Management, LLC | 4 | $813 | 0.00% | +2+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 4 | $813 | 0.00% | +4 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 6 | $1.22K | 0.00% | −80−93.0% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $1.22K | 0.00% | −5−45.5% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $1.42K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7 | $1.42K | 0.00% | +7 | New |
| Federation des caisses Desjardins du Quebec | 8 | $1.62K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $1.63K | 0.00% | −23−74.2% | Reduced |
| Larson Financial Group LLC | 8 | $1.63K | 0.00% | +2+33.3% | Added |
| Sachetta, LLC | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10 | $2.03K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12 | $2.44K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 12 | $2.44K | 0.00% | +3+33.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 13 | $2.64K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $2.64K | 0.00% | +2+18.2% | Added |
| Ronald Blue Trust, Inc. | 14 | $2.74K | 0.00% | +1+7.7% | Added |
| Hurley Capital, LLC | 18 | $3.66K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 20 | $4.06K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 20 | $4.06K | 0.00% | +9+81.8% | Added |
| Wolff Wiese Magana LLC | 21 | $4.27K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 25 | $4.39K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 23 | $4.67K | 0.00% | +23 | New |
| Global Retirement Partners, LLC | 24 | $4.88K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 35 | $4.99K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 25 | $5.00K | 0.00% | −2−7.4% | Reduced |
| Cloud Capital Management, LLC | 28 | $5.00K | 0.00% | +28 | New |
| North Star Investment Management Corp. | 25 | $5.08K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $5.08K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 25 | $5.08K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 26 | $5.28K | 0.00% | −557−95.5% | Reduced |
| Smartleaf Asset Management LLC | 28 | $5.54K | 0.00% | +18+180.0% | Added |
| Harbour Investments, Inc. | 28 | $5.69K | 0.00% | +28 | New |
| Davis Capital Management | 28 | $5.69K | 0.00% | +28 | New |
| Covestor Ltd | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 33 | $7.00K | 0.00% | +8+32.0% | Added |
| Activest Wealth Management | 35 | $7.11K | 0.00% | +22+169.2% | Added |
| Root Financial Partners, LLC | 37 | $7.52K | 0.00% | +37 | New |
| Rise Advisors, LLC | 39 | $7.92K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 40 | $7.94K | 0.01% | +40 | New |
| Accent Capital Management, LLC | 40 | $8.13K | 0.00% | −30−42.9% | Reduced |
| Westfuller Advisors, LLC | 40 | $8.13K | 0.00% | +40 | New |
| Hemington Wealth Management | 46 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 58 | $11.8K | 0.00% | −2−3.3% | Reduced |
| Parkside Financial Bank & Trust | 67 | $13.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 72 | $14.6K | 0.00% | −1−1.4% | Reduced |
| Versant Capital Management, Inc | 78 | $15.8K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 80 | $16.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 91 | $18.5K | 0.00% | +2+2.2% | Added |
| Sunbelt Securities, Inc. | 93 | $18.9K | 0.00% | +14+17.7% | Added |
| Massmutual Trust Co FSB | 94 | $19.1K | 0.00% | +19+25.3% | Added |
| Nomura Asset Management Co Ltd | 99 | $20.1K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 120 | $24.0K | 0.00% | −214−64.1% | Reduced |
| Clearstead Advisors, LLC | 122 | $24.8K | 0.00% | +107+713.3% | Added |
| Copia Wealth Management | 126 | $25.6K | 0.02% | −39−23.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 137 | $28.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 139 | $28.2K | 0.00% | +65+87.8% | Added |
| Fifth Third Bancorp | 141 | $28.6K | 0.00% | +42+42.4% | Added |
| Harvest Fund Management Co., Ltd | 148 | $30.0K | 0.00% | +148 | New |
| Hollencrest Capital Management | 150 | $30.5K | 0.00% | −500−76.9% | Reduced |
| Advisory Services Network, LLC | 153 | $31.1K | 0.00% | +153 | New |
| TD Waterhouse Canada Inc. | 164 | $32.9K | 0.00% | +17+11.6% | Added |
| SBI Securities Co., Ltd. | 165 | $33.5K | 0.00% | −15−8.3% | Reduced |
| Farther Finance Advisors, LLC | 171 | $34.7K | 0.00% | +20+13.2% | Added |
| Point72 Europe (London) LLP | 171 | $34.8K | 0.00% | +171 | New |
| Rakuten Securities, Inc. | 174 | $35.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 178 | $36.2K | 0.00% | −2−1.1% | Reduced |
| Golden State Wealth Management, LLC | 184 | $37.4K | 0.00% | +44+31.4% | Added |
| Solstein Capital, LLC | 200 | $40.6K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 210 | $42.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 216 | $43.0K | 0.00% | 00.0% | Unchanged |