| Coston, McIsaac & Partners | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $64 | 0.00% | −16−94.1% | Reduced |
| Planning Capital Management Corp | 1 | $64 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 5 | $317 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $317 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 8 | $507 | 0.00% | +8 | New |
| Park Place Capital Corp | 9 | $570 | 0.00% | +9 | New |
| Harbour Investments, Inc. | 10 | $633 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $633 | 0.00% | +10 | New |
| Riggs Asset Managment Co. Inc. | 10 | $634 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 11 | $696 | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 11 | $696 | 0.00% | +11 | New |
| Continuum Advisory, LLC | 13 | $696 | 0.00% | +13 | New |
| Smartleaf Asset Management LLC | 12 | $739 | 0.00% | −206−94.5% | Reduced |
| LRI Investments, LLC | 19 | $993 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | +8 | New |
| Whittier Trust Co of Nevada Inc | 17 | $1.08K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 22 | $1.39K | 0.00% | −1−4.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 28 | $1.77K | 0.00% | +28 | New |
| Cape Investment Advisory, Inc. | 30 | $1.90K | 0.00% | +30 | New |
| Fairfield Financial Advisors, LTD | 32 | $2.03K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 44 | $2.79K | 0.00% | +44 | New |
| Frazier Financial Advisors, LLC | 48 | $3.04K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 50 | $3.17K | 0.00% | −750−93.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 50 | $3.17K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 50 | $3.17K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 50 | $3.17K | 0.00% | +50 | New |
| Hazlett, Burt & Watson, Inc. | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 68 | $4.31K | 0.00% | +68 | New |
| EverSource Wealth Advisors, LLC | 71 | $4.50K | 0.00% | +9+14.5% | Added |
| Newbridge Financial Services Group, Inc. | 75 | $4.75K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 86 | $5.45K | 0.00% | +86 | New |
| Accent Capital Management, LLC | 99 | $6.27K | 0.00% | +99 | New |
| Truvestments Capital LLC | 104 | $6.58K | 0.00% | +104 | New |
| Private Wealth Management Group, LLC | 112 | $7.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $7.33K | 0.00% | +100 | New |
| Larson Financial Group LLC | 119 | $7.53K | 0.00% | +103+643.8% | Added |
| Capital Performance Advisors LLP | 128 | $8.10K | 0.00% | +128 | New |
| Sandy Spring Bank | 135 | $8.55K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 150 | $9.50K | 0.00% | +150 | New |
| Covestor Ltd | 158 | $10.0K | 0.01% | +1+0.6% | Added |
| AlphaMark Advisors, LLC | 155 | $10.0K | 0.00% | +155 | New |
| Future Financial Wealth Managment LLC | 175 | $11.1K | 0.01% | +175 | New |
| Brown, Lisle/Cummings, Inc. | 200 | $12.7K | 0.00% | +200 | New |
| Infrastructure Capital Advisors, LLC | 200 | $12.7K | 0.00% | +200 | New |
| Creative Capital Management Investments LLC | 200 | $12.7K | 0.01% | +200 | New |
| Umb Bank N A | 202 | $12.8K | 0.00% | +202 | New |
| Fifth Third Bancorp | 205 | $13.0K | 0.00% | +5+2.5% | Added |
| Principal Securities, Inc. | 206 | $13.0K | 0.00% | +175+564.5% | Added |
| Ancora Advisors, LLC | 213 | $13.5K | 0.00% | +43+25.3% | Added |
| Flaharty Asset Management, LLC | 256 | $16.2K | 0.00% | +256 | New |
| Morton Brown Family Wealth, LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 311 | $19.7K | 0.00% | +211+211.0% | Added |
| First Horizon Advisors, Inc. | 321 | $20.3K | 0.00% | +212+194.5% | Added |
| Ronald Blue Trust, Inc. | 407 | $21.6K | 0.00% | +407 | New |
| Valley National Advisers Inc | 350 | $22.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 380 | $23.6K | 0.00% | +380 | New |
| Glass Jacobson Investment Advisors llc | 375 | $23.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 400 | $25.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 438 | $27.7K | 0.00% | +243+124.6% | Added |
| Allworth Financial LP | 488 | $30.9K | 0.00% | +6+1.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | $31.7K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 500 | $31.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 500 | $31.7K | 0.00% | −7−1.4% | Reduced |
| Stone House Investment Management, LLC | 500 | $31.7K | 0.01% | +200+66.7% | Added |
| Salem Investment Counselors Inc | 500 | $31.7K | 0.00% | +500 | New |
| Gilliland Jeter Wealth Management LLC | 510 | $32.3K | 0.01% | +510 | New |
| Lindbrook Capital, LLC | 546 | $34.6K | 0.00% | +281+106.0% | Added |
| Massmutual Trust Co FSB | 553 | $35.0K | 0.00% | +253+84.3% | Added |
| FIL Ltd | 555 | $35.1K | 0.00% | −672−54.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 605 | $38.3K | 0.00% | −3,065−83.5% | Reduced |
| Clearstead Advisors, LLC | 626 | $39.6K | 0.00% | +220+54.2% | Added |
| Proequities, Inc. | 700 | $44.3K | 0.00% | +100+16.7% | Added |
| CNB Bank | 773 | $48.9K | 0.02% | +773 | New |
| Parkside Financial Bank & Trust | 879 | $55.6K | 0.01% | +5+0.6% | Added |
| Values First Advisors, Inc. | 884 | $56.0K | 0.03% | +884 | New |
| TCG Advisory Services, LLC | 940 | $59.5K | 0.00% | +540+135.0% | Added |
| GWM Advisors LLC | 992 | $62.8K | 0.00% | −10,532−91.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,000 | $63.3K | 0.01% | −2,900−74.4% | Reduced |
| Danske Bank A/S | 1,000 | $63.3K | 0.00% | +1,000 | New |
| Parallel Advisors, LLC | 1,043 | $66.0K | 0.00% | +1,043 | New |
| Quest Partners LLC | 1,080 | $68.4K | 0.01% | −178−14.1% | Reduced |
| Quadrant Capital Group LLC | 1,094 | $69.3K | 0.00% | −5−0.5% | Reduced |
| NBC Securities, Inc. | 1,131 | $71.0K | 0.01% | +113+11.1% | Added |
| Signaturefd, LLC | 1,351 | $85.5K | 0.00% | +188+16.2% | Added |
| S.A. Mason LLC | 1,500 | $95.0K | 0.05% | −100−6.3% | Reduced |
| Activest Wealth Management | 1,745 | $110.5K | 0.03% | +500+40.2% | Added |
| Virtus ETF Advisers LLC | 1,771 | $112.1K | 0.05% | +33+1.9% | Added |
| Penserra Capital Management LLC | 1,874 | $118.0K | 0.00% | +583+45.2% | Added |
| Meeder Asset Management Inc | 1,958 | $124.0K | 0.01% | +1,156+144.1% | Added |
| Corebridge Financial, Inc. | 2,019 | $127.8K | 0.00% | −73−3.5% | Reduced |
| CWM, LLC | 2,036 | $129.0K | 0.00% | +518+34.1% | Added |
| GPS Wealth Strategies Group, LLC | 2,099 | $132.9K | 0.02% | +535+34.2% | Added |
| Private Trust Co NA | 2,328 | $147.4K | 0.01% | −126−5.1% | Reduced |
| Hollencrest Capital Management | 2,459 | $155.7K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,461 | $156.0K | 0.00% | +88+3.7% | Added |
| Pittenger & Anderson Inc | 2,640 | $167.1K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,846 | $180.0K | 0.01% | +2,846 | New |
| HighMark Wealth Management LLC | 3,000 | $189.9K | 0.10% | +3,000 | New |