| TD Capital Management LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $108 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1 | $108 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $108 | 0.00% | +1 | New |
| Bokf, NA | 2 | $216 | 0.00% | +2 | New |
| Harbor Investment Advisory, LLC | 2 | $216 | 0.00% | +2 | New |
| Semmax Financial Advisors Inc. | 2 | $252 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $324 | 0.00% | +3 | New |
| Coppell Advisory Solutions LLC | 3 | $324 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $324 | 0.00% | +3 | New |
| International Assets Investment Management, LLC | 4 | $432 | 0.00% | +4 | New |
| VitalStone Financial, LLC | 5 | $540 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5 | $541 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 6 | $648 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6 | $648 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $756 | 0.00% | +2+40.0% | Added |
| Huntington National Bank | 7 | $756 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $864 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $864 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $864 | 0.00% | +8 | New |
| Larson Financial Group LLC | 8 | $864 | 0.00% | +8 | New |
| Redwood Wealth Management Group, LLC | 8 | $864 | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +6 | New |
| Jones Financial Companies LLLP | 11 | $1.19K | 0.00% | +11 | New |
| Private Wealth Management Group, LLC | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 15 | $1.62K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 15 | $1.62K | 0.00% | +7+87.5% | Added |
| Cornerstone Planning Group LLC | 18 | $1.94K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $2.16K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 20 | $2.16K | 0.00% | +19+1,900.0% | Added |
| Global Retirement Partners, LLC | 22 | $2.38K | 0.00% | −3−12.0% | Reduced |
| JFS Wealth Advisors, LLC | 24 | $2.59K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $2.70K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $2.75K | 0.00% | +15+150.0% | Added |
| Mather Group, LLC. | 32 | $2.77K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 26 | $2.81K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 30 | $3.24K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 30 | $3.24K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 30 | $3.37K | 0.00% | −33−52.4% | Reduced |
| SRS Capital Advisors, Inc. | 32 | $3.46K | 0.00% | +32 | New |
| Private Trust Co NA | 35 | $3.78K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 38 | $4.10K | 0.00% | +21+123.5% | Added |
| Trust Co of Vermont | 40 | $4.32K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 44 | $4.75K | 0.00% | +44 | New |
| First Horizon Advisors, Inc. | 47 | $5.08K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 50 | $5.36K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 54 | $5.83K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 62 | $6.70K | 0.00% | +7+12.7% | Added |
| Colonial Trust Co | 66 | $7.13K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 68 | $7.34K | 0.00% | −39−36.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 68 | $7.34K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 70 | $7.56K | 0.00% | +9+14.8% | Added |
| Bell Investment Advisors, Inc | 73 | $7.88K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 79 | $8.53K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $8.64K | 0.00% | +80 | New |
| Farther Finance Advisors, LLC | 85 | $9.14K | 0.00% | +43+102.4% | Added |
| Bessemer Group Inc | 91 | $10.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 122 | $13.2K | 0.00% | +21+20.8% | Added |
| Northwestern Mutual Wealth Management Co | 123 | $13.3K | 0.00% | +115+1,437.5% | Added |
| Ronald Blue Trust, Inc. | 170 | $14.7K | 0.00% | +168+8,400.0% | Added |
| Clearstead Advisors, LLC | 143 | $15.4K | 0.00% | +70+95.9% | Added |
| LGT Financial Advisors LLC | 144 | $15.6K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 164 | $17.7K | 0.00% | −12−6.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 173 | $19.0K | 0.00% | +173 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 176 | $19.0K | 0.00% | +176 | New |
| Steward Partners Investment Advisory, LLC | 179 | $19.3K | 0.00% | +89+98.9% | Added |
| LRI Investments, LLC | 181 | $19.5K | 0.00% | +108+147.9% | Added |
| TD Private Client Wealth LLC | 185 | $20.0K | 0.00% | +5+2.8% | Added |
| Parkside Financial Bank & Trust | 199 | $21.5K | 0.00% | +197+9,850.0% | Added |
| IAG Wealth Partners, LLC | 200 | $21.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 206 | $22.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 220 | $23.0K | 0.00% | −100−31.3% | Reduced |
| Institutional & Family Asset Management, LLC | 222 | $24.0K | 0.00% | +49+28.3% | Added |
| Atticus Wealth Management, LLC | 271 | $29.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 277 | $29.9K | 0.00% | −33−10.6% | Reduced |
| Strengthening Families & Communities, LLC | 310 | $33.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 336 | $36.0K | 0.00% | −460−57.8% | Reduced |
| McMahon Financial Advisors, LLC | 335 | $36.2K | 0.01% | +335 | New |
| Allworth Financial LP | 398 | $41.5K | 0.00% | −3−0.7% | Reduced |
| US Bancorp | 435 | $47.0K | 0.00% | −21−4.6% | Reduced |
| Fifth Third Bancorp | 456 | $49.2K | 0.00% | −88−16.2% | Reduced |
| GWM Advisors LLC | 465 | $50.2K | 0.00% | +203+77.5% | Added |
| Quarry LP | 476 | $51.4K | 0.02% | +476 | New |
| GAMMA Investing LLC | 513 | $55.4K | 0.01% | +408+388.6% | Added |
| Covestor Ltd | 537 | $58.0K | 0.04% | +455+554.9% | Added |
| Quadrant Capital Group LLC | 546 | $59.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 579 | $62.5K | 0.01% | −68−10.5% | Reduced |
| Danske Bank A/S | 700 | $75.6K | 0.00% | +300+75.0% | Added |
| Parallel Advisors, LLC | 702 | $75.8K | 0.00% | −4−0.6% | Reduced |
| Horizon Investments, LLC | 708 | $76.5K | 0.00% | +114+19.2% | Added |
| Ci Investments Inc. | 870 | $94.0K | 0.00% | +8+0.9% | Added |
| Central Pacific Bank - Trust Division | 1,000 | $108.0K | 0.01% | +1,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,140 | $123.2K | 0.00% | +1,140 | New |
| Sunbelt Securities, Inc. | 1,143 | $123.5K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,181 | $127.5K | 0.03% | −56−4.5% | Reduced |
| EntryPoint Capital, LLC | 1,269 | $137.0K | 0.06% | +1,269 | New |
| EverSource Wealth Advisors, LLC | 1,293 | $141.4K | 0.01% | +5+0.4% | Added |
| Tower Research Capital LLC (TRC) | 1,346 | $145.4K | 0.00% | −2,853−67.9% | Reduced |