| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $156 | 0.00% | −1−50.0% | Reduced |
| True Wealth Design, LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1 | $156 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $215 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $310 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $310 | 0.00% | +2 | New |
| Transce3nd, LLC | 2 | $310 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $310 | 0.00% | +2 | New |
| NBC Securities, Inc. | 2 | $344 | 0.03% | −2,208−99.9% | Reduced |
| Riverview Trust Co | 3 | $465 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3 | $465 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $465 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $465 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $467 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 5 | $776 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $776 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $815 | 0.00% | +2+66.7% | Added |
| Coppell Advisory Solutions LLC | 7 | $1.07K | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 7 | $1.09K | 0.00% | +7 | New |
| Sandy Spring Bank | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.27K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 9 | $1.43K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.55K | 0.00% | +3+42.9% | Added |
| Raffa Wealth Management, LLC | 11 | $1.71K | 0.00% | −3−21.4% | Reduced |
| Abound Wealth Management | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 18 | $2.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $2.95K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20 | $3.10K | 0.00% | +20 | New |
| Salem Investment Counselors Inc | 21 | $3.27K | 0.00% | −8−27.6% | Reduced |
| Sachetta, LLC | 22 | $3.37K | 0.00% | +3+15.8% | Added |
| Colonial Trust Co | 22 | $3.37K | 0.00% | +22 | New |
| Bogart Wealth, LLC | 22 | $3.41K | 0.00% | +22 | New |
| Beacon Capital Management, LLC | 23 | $3.57K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 25 | $3.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $3.88K | 0.00% | −11−30.6% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $4.19K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 28 | $4.34K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $4.96K | 0.00% | +5+18.5% | Added |
| Huntington National Bank | 33 | $5.12K | 0.00% | −18−35.3% | Reduced |
| FSA Wealth Management LLC | 35 | $5.43K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 37 | $5.74K | 0.00% | +4+12.1% | Added |
| Hemington Wealth Management | 49 | $7.00K | 0.00% | +10+25.6% | Added |
| Cetera Trust Company, N.A | 47 | $7.29K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 52 | $8.07K | 0.00% | +52 | New |
| Nemes Rush Group LLC | 56 | $8.69K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 59 | $9.10K | 0.00% | +5+9.3% | Added |
| Bryn Mawr Trust Co | 66 | $10.2K | 0.00% | +66 | New |
| Meeder Asset Management Inc | 67 | $10.4K | 0.00% | +49+272.2% | Added |
| Allworth Financial LP | 65 | $10.5K | 0.00% | +33+103.1% | Added |
| First Horizon Advisors, Inc. | 71 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 74 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 75 | $11.7K | 0.00% | +75 | New |
| C M Bidwell & Associates Ltd | 39 | $11.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 77 | $11.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 77 | $11.9K | 0.00% | +68+755.6% | Added |
| Farther Finance Advisors, LLC | 83 | $12.9K | 0.00% | +19+29.7% | Added |
| Covestor Ltd | 86 | $13.0K | 0.01% | −39−31.2% | Reduced |
| Harbour Investments, Inc. | 89 | $13.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 94 | $14.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 97 | $15.0K | 0.00% | +8+9.0% | Added |
| Versant Capital Management, Inc | 99 | $15.4K | 0.00% | +99 | New |
| Essex Investment Management Co LLC | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 100 | $15.5K | 0.01% | +3+3.1% | Added |
| Lindbrook Capital, LLC | 101 | $15.7K | 0.00% | −6−5.6% | Reduced |
| SJS Investment Consulting Inc. | 107 | $16.6K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 109 | $16.7K | 0.00% | +48+78.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113 | $17.9K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 130 | $20.2K | 0.00% | +130 | New |
| Massmutual Trust Co FSB | 134 | $20.8K | 0.00% | +53+65.4% | Added |
| GeoWealth Management, LLC | 134 | $20.8K | 0.00% | +34+34.0% | Added |
| Quarry LP | 162 | $25.1K | 0.00% | −226−58.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 166 | $25.5K | 0.00% | +137+472.4% | Added |
| Proequities, Inc. | 172 | $27.9K | 0.00% | −14−7.5% | Reduced |
| Rise Advisors, LLC | 185 | $28.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 199 | $30.9K | 0.00% | +10+5.3% | Added |
| Bank of New Hampshire | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 200 | $31.0K | 0.01% | +200 | New |
| Group One Trading, L.P. | 208 | $32.3K | 0.00% | +208 | New |
| Aster Capital Management (DIFC) Ltd | 211 | $32.7K | 0.01% | +211 | New |
| Northwestern Mutual Wealth Management Co | 222 | $34.4K | 0.00% | +116+109.4% | Added |
| IFP Advisors, Inc | 215 | $35.3K | 0.00% | +27+14.4% | Added |
| AdvisorNet Financial, Inc | 242 | $37.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 270 | $41.8K | 0.00% | +270 | New |
| Tobam | 292 | $45.0K | 0.01% | +292 | New |
| Danske Bank A/S | 300 | $46.5K | 0.00% | −800−72.7% | Reduced |
| Jones Financial Companies LLLP | 322 | $49.9K | 0.00% | +153+90.5% | Added |
| Smartleaf Asset Management LLC | 337 | $51.8K | 0.01% | +105+45.3% | Added |
| Umb Bank N A | 386 | $59.9K | 0.00% | +41+11.9% | Added |
| Nomura Asset Management Co Ltd | 430 | $66.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 438 | $67.9K | 0.07% | +438 | New |
| Parallel Advisors, LLC | 462 | $71.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 622 | $96.6K | 0.00% | +479+335.0% | Added |
| Hilltop National Bank | 636 | $98.7K | 0.03% | 00.0% | Unchanged |