| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| First Horizon Advisors, Inc. | 1 | $884 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $885 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1 | $885 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $885 | 0.00% | +1 | New |
| Horizon Investments, LLC | 2 | $1.77K | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $1.77K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $1.77K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $1.77K | 0.00% | +2 | New |
| Winthrop Capital Management, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Larson Financial Group LLC | 3 | $2.65K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $2.65K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3 | $2.65K | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $2.65K | 0.00% | +1+50.0% | Added |
| Anfield Capital Management, LLC | 4 | $3.54K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $3.55K | 0.00% | +4 | New |
| Altshuler Shaham Ltd | 5 | $4.42K | 0.00% | −1−16.7% | Reduced |
| Bell Investment Advisors, Inc | 5 | $4.42K | 0.00% | +1+25.0% | Added |
| Valued Wealth Advisors LLC | 6 | $5.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $5.31K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 6 | $6.00K | 0.00% | +6 | New |
| Farmers & Merchants Investments Inc | 7 | $6.19K | 0.00% | +2+40.0% | Added |
| True Wealth Design, LLC | 7 | $6.19K | 0.00% | +5+250.0% | Added |
| Massmutual Trust Co FSB | 8 | $7.08K | 0.00% | +2+33.3% | Added |
| Smartleaf Asset Management LLC | 9 | $7.98K | 0.00% | +4+80.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 10 | $8.85K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 10 | $8.85K | 0.00% | +1+11.1% | Added |
| Private Wealth Management Group, LLC | 11 | $9.73K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $10.0K | 0.00% | +2+22.2% | Added |
| Bessemer Group Inc | 12 | $11.0K | 0.00% | +12 | New |
| Allworth Financial LP | 13 | $11.5K | 0.00% | +3+30.0% | Added |
| Ridgewood Investments LLC | 15 | $13.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $13.3K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 15 | $13.3K | 0.00% | +15 | New |
| HHM Wealth Advisors, LLC | 15 | $13.3K | 0.00% | −15−50.0% | Reduced |
| Bogart Wealth, LLC | 15 | $13.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 17 | $15.3K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $15.9K | 0.04% | +12+200.0% | Added |
| Skopos Labs, Inc. | 18 | $15.9K | 0.01% | +18 | New |
| Newbridge Financial Services Group, Inc. | 21 | $18.6K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 21 | $18.6K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 23 | $20.3K | 0.00% | +23 | New |
| Global Trust Asset Management, LLC | 26 | $23.0K | 0.01% | +10+62.5% | Added |
| EverSource Wealth Advisors, LLC | 26 | $23.0K | 0.00% | +16+160.0% | Added |
| GeoWealth Management, LLC | 27 | $23.9K | 0.00% | −15−35.7% | Reduced |
| Key Financial Inc | 27 | $23.9K | 0.01% | −6−18.2% | Reduced |
| Simplex Trading, LLC | 28 | $24.0K | 0.00% | +28 | New |
| LRI Investments, LLC | 18 | $24.5K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 28 | $24.8K | 0.01% | +28 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 30 | $26.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 33 | $30.2K | 0.00% | −6−15.4% | Reduced |
| IFP Advisors, Inc | 37 | $32.7K | 0.00% | +4+12.1% | Added |
| Ransom Advisory, Ltd | 42 | $37.2K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 50 | $44.2K | 0.00% | +50 | New |
| Caldwell Sutter Capital, Inc. | 51 | $45.1K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 55 | $48.7K | 0.00% | +3+5.8% | Added |
| Quest Partners LLC | 56 | $49.5K | 0.00% | +56 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 57 | $50.4K | 0.01% | −3−5.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 59 | $52.2K | 0.00% | −717−92.4% | Reduced |
| International Assets Investment Management, LLC | 51,315 | $58.0K | 0.00% | +51,315 | New |
| Insight Financial Services | 66 | $58.4K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Advisors | 66 | $58.4K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 75 | $69.8K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 80 | $70.8K | 0.00% | −28−25.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 84 | $74.5K | 0.00% | +5+6.3% | Added |
| Signaturefd, LLC | 90 | $79.6K | 0.00% | +13+16.9% | Added |
| Spectrum Wealth Counsel, LLC | 93 | $82.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 96 | $84.9K | 0.03% | −25−20.7% | Reduced |
| Umb Bank N A | 98 | $86.7K | 0.00% | +88+880.0% | Added |
| Tidemark, LLC | 99 | $87.6K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $88.5K | 0.01% | +1+1.0% | Added |
| Fifth Third Bancorp | 112 | $99.1K | 0.00% | +19+20.4% | Added |
| GAMMA Investing LLC | 113 | $100.0K | 0.01% | +59+109.3% | Added |
| Quadrant Capital Group LLC | 118 | $104.4K | 0.01% | +100+555.6% | Added |
| Arlington Trust Co LLC | 120 | $106.2K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 121 | $107.1K | 0.00% | +59+95.2% | Added |
| Eastern Bank | 125 | $110.6K | 0.00% | +125 | New |
| Householder Group Estate & Retirement Specialist, LLC | 129 | $114.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 129 | $114.1K | 0.01% | +129 | New |
| TruNorth Capital Management, LLC | 147 | $130.1K | 0.04% | −54−26.9% | Reduced |
| Accordant Advisory Group Inc | 150 | $132.7K | 0.11% | −1,232−89.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 156 | $138.0K | 0.01% | −276−63.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 171 | $151.3K | 0.00% | −19−10.0% | Reduced |
| Pinnacle Bancorp, Inc. | 200 | $176.9K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 208 | $205.0K | 0.01% | +208 | New |
| Laidlaw Wealth Management LLC | 233 | $206.1K | 0.10% | +233 | New |
| Synovus Financial Corp | 235 | $208.2K | 0.00% | +235 | New |
| Continuum Advisory, LLC | 153 | $208.3K | 0.03% | −14−8.4% | Reduced |
| ORG Wealth Partners, LLC | 239 | $211.5K | 0.07% | +239 | New |
| Key Client Fiduciary Advisors, LLC | 239 | $211.5K | 0.10% | +239 | New |
| Avantax Planning Partners, Inc. | 246 | $217.6K | 0.01% | +246 | New |
| Magnolia Capital Advisors LLC | 246 | $217.6K | 0.11% | +246 | New |
| Heritage Financial Services, LLC | 246 | $217.6K | 0.03% | +246 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 247 | $218.3K | 0.01% | +178+258.0% | Added |
| Sigma Planning Corp | 247 | $218.5K | 0.01% | −85−25.6% | Reduced |
| Metis Global Partners, LLC | 248 | $219.4K | 0.01% | +248 | New |
| Bristol John W & Co Inc | 249 | $220.3K | 0.00% | +249 | New |
| Aureus Asset Management, LLC | 249 | $220.3K | 0.01% | +249 | New |
| Prelude Capital Management, LLC | 250 | $221.2K | 0.02% | +250 | New |
| Arrowstreet Capital, Limited Partnership | 252 | $223.0K | 0.00% | −11,306−97.8% | Reduced |
