| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 1 | $130 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 2 | $259 | 0.00% | +2 | New |
| Global Assets Advisory, LLC | 37,260 | $291 | 0.01% | +37,260 | New |
| Ronald Blue Trust, Inc. | 5 | $647 | 0.00% | −174−97.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 6 | $776 | 0.00% | −95−94.1% | Reduced |
| Rakuten Securities, Inc. | 7 | $906 | 0.00% | −151−95.6% | Reduced |
| JJJ Advisors Inc. | 7 | $906 | 0.00% | +7 | New |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 8 | $1.03K | 0.00% | +8 | New |
| Bokf, NA | 9 | $1.15K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.52K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 13 | $1.64K | 0.00% | +13 | New |
| Horizon Investments, LLC | 17 | $2.19K | 0.00% | +7+70.0% | Added |
| Versant Capital Management, Inc | 17 | $2.20K | 0.00% | −5−22.7% | Reduced |
| Private Wealth Management Group, LLC | 20 | $2.59K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 24 | $3.10K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 25 | $3.23K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $3.36K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 26 | $3.36K | 0.00% | +26 | New |
| Avion Wealth | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 34 | $4.41K | 0.00% | +34 | New |
| SJS Investment Consulting Inc. | 36 | $4.66K | 0.00% | −4−10.0% | Reduced |
| VisionPoint Advisory Group, LLC | 38 | $4.92K | 0.00% | +2+5.6% | Added |
| Proequities, Inc. | 39 | $5.04K | 0.00% | +15+62.5% | Added |
| Bruce G. Allen Investments, LLC | 42 | $5.43K | 0.00% | −11−20.8% | Reduced |
| Red Tortoise LLC | 43 | $5.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $5.95K | 0.00% | +4+9.5% | Added |
| Fortitude Family Office, LLC | 51 | $6.60K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 56 | $6.67K | 0.00% | +18+47.4% | Added |
| Mather Group, LLC. | 65 | $6.68K | 0.00% | +65 | New |
| Colonial Trust Advisors | 52 | $6.73K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 66 | $8.54K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 69 | $8.93K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 69 | $8.93K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 70 | $9.06K | 0.00% | +70 | New |
| Zions Bancorporation, N.A. | 72 | $9.31K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 74 | $9.57K | 0.01% | +74 | New |
| HHM Wealth Advisors, LLC | 75 | $9.70K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 77 | $9.96K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 93 | $12.0K | 0.00% | +77+481.3% | Added |
| Sachetta, LLC | 119 | $12.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $12.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 101 | $12.9K | 0.00% | +101 | New |
| Sunbelt Securities, Inc. | 100 | $12.9K | 0.00% | −53−34.6% | Reduced |
| Geneos Wealth Management Inc. | 100 | $12.9K | 0.00% | +100 | New |
| Carolinas Wealth Consulting LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 105 | $13.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 107 | $13.8K | 0.00% | +39+57.4% | Added |
| Macroview Investment Management LLC | 108 | $14.0K | 0.02% | +108 | New |
| WFA Asset Management Corp | 108 | $14.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 110 | $14.2K | 0.00% | −953−89.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114 | $14.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 117 | $15.1K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 120 | $15.5K | 0.00% | −49−29.0% | Reduced |
| Sandy Spring Bank | 120 | $15.5K | 0.00% | +120 | New |
| ClariVest Asset Management LLC | 121 | $15.7K | 0.00% | +43+55.1% | Added |
| Farmers & Merchants Investments Inc | 122 | $15.8K | 0.00% | −258−67.9% | Reduced |
| GW&K Investment Management, LLC | 121 | $16.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 124 | $16.0K | 0.00% | +15+13.8% | Added |
| CVA Family Office, LLC | 125 | $16.2K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 128 | $16.8K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 132 | $17.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 135 | $17.5K | 0.00% | +135 | New |
| Creative Financial Designs Inc | 150 | $19.4K | 0.00% | +150 | New |
| Principal Securities, Inc. | 156 | $20.2K | 0.00% | +48+44.4% | Added |
| LGT Financial Advisors LLC | 160 | $20.7K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 160 | $20.7K | 0.01% | +160 | New |
| Smartleaf Asset Management LLC | 180 | $22.9K | 0.00% | +84+87.5% | Added |
| Rothschild Investment LLC | 200 | $25.9K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 200 | $25.9K | 0.01% | +200 | New |
| Wiser Advisor Group LLC | 217 | $28.2K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 219 | $28.3K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 235 | $30.4K | 0.01% | +140+147.4% | Added |
| FinTrust Capital Advisors, LLC | 250 | $32.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 250 | $32.3K | 0.00% | +250 | New |
| Contravisory Investment Management, Inc. | 261 | $33.8K | 0.01% | +261 | New |
| Rise Advisors, LLC | 271 | $35.1K | 0.02% | +271 | New |
| ORG Partners LLC | 284 | $36.4K | 0.07% | −3,634−92.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 300 | $38.8K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 306 | $39.6K | 0.00% | −125−29.0% | Reduced |
| Altshuler Shaham Ltd | 316 | $40.9K | 0.00% | −156−33.1% | Reduced |
| Central Trust Co | 320 | $41.4K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 325 | $42.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 350 | $45.3K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 395 | $51.0K | 0.03% | −14,308−97.3% | Reduced |
| Venturi Wealth Management, LLC | 399 | $51.6K | 0.00% | +105+35.7% | Added |
| Global Retirement Partners, LLC | 408 | $52.8K | 0.00% | +7+1.7% | Added |
| J.Safra Asset Management Corp | 419 | $54.2K | 0.01% | +94+28.9% | Added |
| Covestor Ltd | 423 | $55.0K | 0.04% | −1,937−82.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 500 | $64.7K | 0.02% | +500 | New |
| Huntington National Bank | 512 | $66.2K | 0.00% | +86+20.2% | Added |
| Hollencrest Capital Management | 515 | $66.6K | 0.00% | +300+139.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 520 | $67.3K | 0.02% | +520 | New |
| Financial Synergies Wealth Advisors, Inc. | 559 | $72.3K | 0.01% | +8+1.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 566 | $73.2K | 0.02% | +527+1,351.3% | Added |
| Smithfield Trust Co | 566 | $75.0K | 0.00% | 00.0% | Unchanged |
