| Householder Group Estate & Retirement Specialist, LLC | 43 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1 | $23 | 0.00% | −1−50.0% | Reduced |
| Claris Advisors, LLC | 1 | $23 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 5 | $61 | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 5 | $61 | 0.00% | +5 | New |
| Evermay Wealth Management LLC | 3 | $69 | 0.00% | −230−98.7% | Reduced |
| Bell Investment Advisors, Inc | 3 | $69 | 0.00% | −7−70.0% | Reduced |
| Blume Capital Management, Inc. | 5 | $115 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 5 | $115 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 5 | $115 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 5 | $115 | 0.00% | +5 | New |
| Larson Financial Group LLC | 6 | $137 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $138 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 10 | $230 | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 11 | $252 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $252 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 13 | $298 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14 | $321 | 0.00% | −16−53.3% | Reduced |
| Dunhill Financial, LLC | 15 | $340 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $344 | 0.00% | −30−66.7% | Reduced |
| Arrow Financial Corp | 15 | $344 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 16 | $367 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 16 | $367 | 0.00% | +16 | New |
| Missouri Trust & Investment Co | 18 | $412 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 19 | $435 | 0.00% | −1,940−99.0% | Reduced |
| Farther Finance Advisors, LLC | 19 | $439 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22 | $504 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 24 | $550 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25 | $573 | 0.00% | −8−24.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 25 | $573 | 0.00% | −4−13.8% | Reduced |
| SOA Wealth Advisors, LLC. | 25 | $573 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $574 | 0.00% | +15+150.0% | Added |
| Jaffetilchin Investment Partners, LLC | 26 | $596 | 0.00% | +26 | New |
| Farmers & Merchants Investments Inc | 30 | $687 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 30 | $687 | 0.00% | +30 | New |
| Carolina Wealth Advisors, LLC | 32 | $733 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 36 | $825 | 0.00% | +36 | New |
| Investment Research & Advisory Group, Inc. | 38 | $871 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 39 | $893 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 39 | $893 | 0.00% | +35+875.0% | Added |
| Smithfield Trust Co | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $1.15K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 55 | $1.26K | 0.00% | +55 | New |
| Logan Capital Management Inc | 59 | $1.35K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 67 | $1.53K | 0.00% | −4,612−98.6% | Reduced |
| Brown Brothers Harriman & Co | 72 | $1.65K | 0.00% | +72 | New |
| Smartleaf Asset Management LLC | 73 | $1.69K | 0.00% | −48−39.7% | Reduced |
| Motco | 75 | $1.72K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 92 | $2.11K | 0.00% | +92 | New |
| Parallel Advisors, LLC | 94 | $2.15K | 0.00% | +14+17.5% | Added |
| Spire Wealth Management | 95 | $2.18K | 0.00% | −3−3.1% | Reduced |
| Ronald Blue Trust, Inc. | 89 | $2.25K | 0.00% | +55+161.8% | Added |
| Rakuten Securities, Inc. | 100 | $2.29K | 0.00% | −28−21.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 127 | $2.91K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 130 | $2.98K | 0.01% | +130 | New |
| Hemington Wealth Management | 200 | $3.00K | 0.00% | +200 | New |
| LGT Financial Advisors LLC | 146 | $3.35K | 0.01% | +146 | New |
| Westside Investment Management, Inc. | 150 | $3.44K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 152 | $3.48K | 0.00% | −35−18.7% | Reduced |
| Partnership Wealth Management, LLC | 155 | $3.55K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 166 | $4.00K | 0.00% | +130+361.1% | Added |
| Abich Financial Wealth Management LLC | 182 | $4.17K | 0.01% | +153+527.6% | Added |
| Talon Private Wealth, LLC | 190 | $4.35K | 0.00% | +190 | New |
| WealthCollab, LLC | 200 | $4.58K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 211 | $4.83K | 0.00% | +187+779.2% | Added |
| CWM, LLC | 210 | $5.00K | 0.00% | +107+103.9% | Added |
| First Personal Financial Services | 230 | $5.27K | 0.00% | +75+48.4% | Added |
| Allworth Financial LP | 249 | $5.71K | 0.00% | +170+215.2% | Added |
| Creative Financial Designs Inc | 250 | $5.73K | 0.00% | +200+400.0% | Added |
| Addison Advisors LLC | 251 | $5.75K | 0.00% | +240+2,181.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 415 | $6.33K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 315 | $7.22K | 0.00% | −495−61.1% | Reduced |
| Signaturefd, LLC | 320 | $7.33K | 0.00% | +9+2.9% | Added |
| Manchester Capital Management LLC | 346 | $7.93K | 0.00% | +326+1,630.0% | Added |
| Millburn Ridgefield Corp | 372 | $8.52K | 0.00% | +189+103.3% | Added |
| Catalyst Capital Advisors LLC | 372 | $8.52K | 0.00% | +189+103.3% | Added |
| Shell Asset Management Co | 371 | $9.00K | 0.00% | +371 | New |
| Compagnie Lombard Odier SCmA | 400 | $9.16K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 453 | $10.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 487 | $11.3K | 0.00% | +276+130.8% | Added |
| Elequin Capital LP | 549 | $12.6K | 0.00% | −201−26.8% | Reduced |
| Trust Co of Vermont | 566 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 607 | $13.9K | 0.00% | +106+21.2% | Added |
| GWM Advisors LLC | 645 | $14.8K | 0.00% | +300+87.0% | Added |
| GAMMA Investing LLC | 697 | $16.0K | 0.00% | +329+89.4% | Added |
| Fifth Third Bancorp | 713 | $16.3K | 0.00% | +291+69.0% | Added |
| Quintet Private Bank (Europe) S.A. | 774 | $17.7K | 0.00% | −111,756−99.3% | Reduced |
| Public Employees Retirement System of Ohio | 876 | $20.1K | 0.00% | +876 | New |
| Northwestern Mutual Wealth Management Co | 891 | $20.4K | 0.00% | +426+91.6% | Added |
| Archer Investment Corp | 990 | $22.7K | 0.01% | −7−0.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,000 | $22.9K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,100 | $25.2K | 0.00% | −1,025−48.2% | Reduced |
| Ameliora Wealth Management Ltd. | 1,100 | $25.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,110 | $25.4K | 0.01% | +889+402.3% | Added |
| Quadrant Capital Group LLC | 1,110 | $25.4K | 0.00% | −102−8.4% | Reduced |
| Hexagon Capital Partners LLC | 1,174 | $26.9K | 0.01% | −73−5.9% | Reduced |
| Twin Tree Management, LP | 1,491 | $34.2K | 0.00% | +1,491 | New |
| TD Waterhouse Canada Inc. | 1,658 | $36.5K | 0.00% | +1,517+1,075.9% | Added |
