| Lazard Asset Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $26 | 0.00% | −2−66.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 2 | $51 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $51 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $51 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2 | $51 | 0.00% | +2 | New |
| EverSource Wealth Advisors, LLC | 2 | $58 | 0.00% | −50−96.2% | Reduced |
| Gradient Investments LLC | 3 | $76 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $101 | 0.00% | +4 | New |
| Clean Yield Group | 5 | $126 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 5 | $127 | 0.00% | −25−83.3% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $127 | 0.00% | −10−66.7% | Reduced |
| Blume Capital Management, Inc. | 5 | $127 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $152 | 0.00% | −3−33.3% | Reduced |
| Larson Financial Group LLC | 6 | $152 | 0.00% | +6 | New |
| Innealta Capital, LLC | 8 | $202 | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 10 | $253 | 0.00% | −7−41.2% | Reduced |
| Parkside Financial Bank & Trust | 10 | $254 | 0.00% | −13−56.5% | Reduced |
| Addison Advisors LLC | 11 | $278 | 0.00% | −22−66.7% | Reduced |
| Sunbelt Securities, Inc. | 11 | $278 | 0.00% | −21−65.6% | Reduced |
| Cape Investment Advisory, Inc. | 11 | $278 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 13 | $328 | 0.00% | −3−18.8% | Reduced |
| Rise Advisors, LLC | 13 | $328 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $372 | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 15 | $379 | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 16 | $404 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 16 | $404 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 16 | $404 | 0.00% | +15+1,500.0% | Added |
| Farther Finance Advisors, LLC | 19 | $455 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 18 | $455 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 20 | $506 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22 | $556 | 0.00% | +22 | New |
| Wetzel Investment Advisors, Inc. | 8 | $568 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 24 | $606 | 0.00% | −93−79.5% | Reduced |
| Tradewinds Capital Management, LLC | 24 | $607 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $632 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 27 | $682 | 0.00% | +27 | New |
| GPS Wealth Strategies Group, LLC | 29 | $733 | 0.00% | +4+16.0% | Added |
| Abich Financial Wealth Management LLC | 29 | $733 | 0.00% | +26+866.7% | Added |
| Farmers & Merchants Investments Inc | 30 | $758 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 30 | $758 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $758 | 0.00% | +15+100.0% | Added |
| Carolina Wealth Advisors, LLC | 32 | $808 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 33 | $834 | 0.00% | −18−35.3% | Reduced |
| Mather Group, LLC. | 12 | $852 | 0.00% | +6+100.0% | Added |
| Register Financial Advisors LLC | 35 | $884 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 35 | $884 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 38 | $960 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 39 | $985 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 58 | $1.00K | 0.00% | +58 | New |
| Sachetta, LLC | 40 | $1.08K | 0.00% | +5+14.3% | Added |
| Salem Investment Counselors Inc | 45 | $1.14K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $1.26K | 0.00% | −50−50.0% | Reduced |
| Scarborough Advisors, LLC | 50 | $1.26K | 0.00% | −30−37.5% | Reduced |
| Creative Financial Designs Inc | 50 | $1.26K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $1.26K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 59 | $1.49K | 0.00% | −3,000−98.1% | Reduced |
| Family Firm, Inc. | 70 | $1.77K | 0.00% | +70 | New |
| Motco | 75 | $1.90K | 0.00% | +75 | New |
| CIBC Private Wealth Group, LLC | 71 | $1.94K | 0.00% | −38−34.9% | Reduced |
| Financial Connections Group, Inc. | 85 | $2.00K | 0.00% | +85 | New |
| Parallel Advisors, LLC | 80 | $2.02K | 0.00% | −64−44.4% | Reduced |
| Allworth Financial LP | 79 | $2.03K | 0.00% | +33+71.7% | Added |
| Ronald Blue Trust, Inc. | 34 | $2.41K | 0.00% | +34 | New |
| BNP Paribas | 98 | $2.48K | 0.00% | +98 | New |
| Spire Wealth Management | 98 | $2.48K | 0.00% | +3+3.2% | Added |
| Optimum Investment Advisors | 100 | $2.53K | 0.00% | −100−50.0% | Reduced |
| CWM, LLC | 103 | $3.00K | 0.00% | −50−32.7% | Reduced |
| Ci Investments Inc. | 106 | $3.00K | 0.00% | −4−3.6% | Reduced |
| Smartleaf Asset Management LLC | 121 | $3.06K | 0.00% | +121 | New |
| Riggs Asset Managment Co. Inc. | 127 | $3.21K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 128 | $3.23K | 0.00% | +128 | New |
| TD Waterhouse Canada Inc. | 141 | $3.39K | 0.00% | +104+281.1% | Added |
| Westside Investment Management, Inc. | 150 | $3.79K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 155 | $3.92K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 155 | $3.92K | 0.00% | +25+19.2% | Added |
| Millburn Ridgefield Corp | 183 | $4.62K | 0.00% | +54+41.9% | Added |
| Catalyst Capital Advisors LLC | 183 | $4.62K | 0.00% | +54+41.9% | Added |
| Lindbrook Capital, LLC | 187 | $4.72K | 0.00% | +171+1,068.8% | Added |
| WealthCollab, LLC | 200 | $5.05K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 211 | $5.33K | 0.00% | +211 | New |
| 1832 Asset Management L.P. | 213 | $5.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 221 | $5.58K | 0.00% | −479−68.4% | Reduced |
| Evermay Wealth Management LLC | 233 | $5.89K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 240 | $6.06K | 0.00% | 00.0% | Unchanged |
| Pickering Energy Partners LP | 300 | $7.58K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $7.83K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 311 | $7.86K | 0.00% | −332−51.6% | Reduced |
| GWM Advisors LLC | 345 | $8.71K | 0.00% | −15−4.2% | Reduced |
| GAMMA Investing LLC | 368 | $9.30K | 0.00% | −242−39.7% | Reduced |
| Compagnie Lombard Odier SCmA | 400 | $10.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 422 | $10.7K | 0.00% | −25−5.6% | Reduced |
| Tower Research Capital LLC (TRC) | 446 | $11.3K | 0.00% | −131−22.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 453 | $11.4K | 0.00% | −2,042−81.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 465 | $11.7K | 0.00% | +73+18.6% | Added |
| Redwood Wealth Management Group, LLC | 480 | $12.1K | 0.01% | +480 | New |