| Ogorek Anthony Joseph | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $111 | 0.00% | −2−66.7% | Reduced |
| Clearstead Advisors, LLC | 2 | $222 | 0.00% | −120−98.4% | Reduced |
| HFM Investment Advisors, LLC | 2 | $222 | 0.00% | −3−60.0% | Reduced |
| Quaker Wealth Management, LLC | 2 | $222 | 0.00% | −2−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $222 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $222 | 0.00% | +2 | New |
| NBC Securities, Inc. | 3 | $332 | 0.00% | +3 | New |
| Pacer Advisors, Inc. | 3 | $333 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $443 | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 4 | $444 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $555 | 0.00% | −1−16.7% | Reduced |
| Tortoise Investment Management, LLC | 5 | $555 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 5 | $555 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $666 | 0.00% | −9−60.0% | Reduced |
| SJS Investment Consulting Inc. | 7 | $777 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 8 | $888 | 0.00% | −4−33.3% | Reduced |
| Private Wealth Management Group, LLC | 8 | $888 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $925 | 0.00% | −324−97.6% | Reduced |
| Kilter Group LLC | 9 | $999 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 16 | $1.00K | 0.00% | +16 | New |
| Umb Bank N A | 12 | $1.33K | 0.00% | −23,821−99.9% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $1.33K | 0.00% | +12 | New |
| Sachetta, LLC | 13 | $1.44K | 0.00% | −3−18.8% | Reduced |
| Johnson Financial Group, Inc. | 13 | $1.44K | 0.00% | +13 | New |
| Wealthspire Advisors, LLC | 14 | $1.55K | 0.00% | +14 | New |
| Glen Eagle Advisors, LLC | 15 | $1.67K | 0.00% | +15 | New |
| Binnacle Investments Inc | 16 | $1.78K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $1.89K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 19 | $2.00K | 0.00% | +19 | New |
| HighMark Wealth Management LLC | 20 | $2.22K | 0.00% | −11−35.5% | Reduced |
| Manchester Capital Management LLC | 22 | $2.44K | 0.00% | +20+1,000.0% | Added |
| Marquette Asset Management, LLC | 22 | $2.44K | 0.00% | +22 | New |
| Transamerica Financial Advisors, Inc. | 24 | $2.55K | 0.00% | +24 | New |
| CVA Family Office, LLC | 26 | $2.88K | 0.00% | −4−13.3% | Reduced |
| Quent Capital, LLC | 28 | $3.11K | 0.00% | +28 | New |
| First Pacific Financial | 28 | $3.11K | 0.00% | +1+3.7% | Added |
| Massmutual Trust Co FSB | 30 | $3.33K | 0.00% | −14−31.8% | Reduced |
| Fortitude Family Office, LLC | 30 | $3.33K | 0.00% | +2+7.1% | Added |
| Harbour Investments, Inc. | 30 | $3.33K | 0.00% | +18+150.0% | Added |
| True Wealth Design, LLC | 35 | $3.88K | 0.00% | +25+250.0% | Added |
| JPL Wealth Management, LLC | 35 | $3.88K | 0.00% | +35 | New |
| Rothschild Investment LLC | 37 | $4.11K | 0.00% | −33−47.1% | Reduced |
| Pathway Financial Advisers, LLC | 41 | $4.45K | 0.00% | +41 | New |
| Bruce G. Allen Investments, LLC | 41 | $4.55K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 41 | $4.55K | 0.00% | +41 | New |
| Global Retirement Partners, LLC | 44 | $4.88K | 0.00% | +4+10.0% | Added |
| Hemington Wealth Management | 47 | $5.00K | 0.00% | −44−48.4% | Reduced |
| Legacy Wealth Managment, LLC | 49 | $5.44K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 50 | $5.55K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 55 | $6.10K | 0.00% | −1−1.8% | Reduced |
| Larson Financial Group LLC | 58 | $6.44K | 0.00% | −130−69.1% | Reduced |
| Parkside Financial Bank & Trust | 62 | $6.88K | 0.00% | −110−64.0% | Reduced |
| UMA Financial Services, Inc. | 68 | $7.55K | 0.00% | +65+2,166.7% | Added |
| Crewe Advisors LLC | 75 | $8.32K | 0.00% | +75 | New |
| WPG Advisers, LLC | 77 | $8.54K | 0.01% | −14−15.4% | Reduced |
| Bullock Wealth Management Group | 85 | $9.15K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 97 | $10.8K | 0.00% | +32+49.2% | Added |
| Armstrong Advisory Group, Inc | 101 | $11.2K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 110 | $12.2K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 115 | $13.0K | 0.00% | −203−63.8% | Reduced |
| Pittenger & Anderson Inc | 120 | $13.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 121 | $13.4K | 0.00% | +121 | New |
| Bell Investment Advisors, Inc | 139 | $15.4K | 0.00% | −7−4.8% | Reduced |
| Versant Capital Management, Inc | 140 | $15.5K | 0.00% | +47+50.5% | Added |
| Geneos Wealth Management Inc. | 149 | $16.5K | 0.00% | −153−50.7% | Reduced |
| GWM Advisors LLC | 177 | $19.7K | 0.00% | +20+12.7% | Added |
| Huntington National Bank | 183 | $20.3K | 0.00% | +26+16.6% | Added |
| Hazlett, Burt & Watson, Inc. | 200 | $22.0K | 0.01% | +200 | New |
| TFC Financial Management | 210 | $23.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 228 | $25.3K | 0.00% | −26−10.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 232 | $25.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 235 | $26.1K | 0.01% | −1,269−84.4% | Reduced |
| St Germain D J Co Inc | 241 | $26.7K | 0.00% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 242 | $27.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $28.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 271 | $30.1K | 0.00% | −2−0.7% | Reduced |
| Smartleaf Asset Management LLC | 287 | $32.0K | 0.00% | +178+163.3% | Added |
| First Horizon Corp | 292 | $32.4K | 0.00% | +292 | New |
| Barrett & Company, Inc. | 300 | $33.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 361 | $40.1K | 0.00% | +15+4.3% | Added |
| SBI Securities Co., Ltd. | 375 | $41.6K | 0.00% | −9−2.3% | Reduced |
| EverSource Wealth Advisors, LLC | 439 | $48.7K | 0.00% | −661−60.1% | Reduced |
| Ofi Invest Asset Management | 519 | $49.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 447 | $49.6K | 0.01% | −1,221−73.2% | Reduced |
| TD Private Client Wealth LLC | 451 | $50.1K | 0.00% | −37−7.6% | Reduced |
| Tower Research Capital LLC (TRC) | 536 | $59.5K | 0.00% | −6,012−91.8% | Reduced |
| Shell Asset Management Co | 560 | $62.0K | 0.01% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 574 | $63.7K | 0.01% | −7−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 589 | $65.4K | 0.00% | −457−43.7% | Reduced |
| West Oak Capital, LLC | 600 | $66.6K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 612 | $67.9K | 0.00% | +5+0.8% | Added |
| Penserra Capital Management LLC | 649 | $71.0K | 0.00% | +10+1.6% | Added |
| GAMMA Investing LLC | 663 | $73.6K | 0.00% | −210−24.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 681 | $75.6K | 0.05% | +436+178.0% | Added |
| SRS Capital Advisors, Inc. | 691 | $76.7K | 0.00% | +561+431.5% | Added |
| Quarry LP | 757 | $84.0K | 0.02% | +757 | New |
