| TFC Financial Management | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $154 | 0.00% | −18−90.0% | Reduced |
| Capital A Wealth Management, LLC | 2 | $154 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $154 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $230 | 0.00% | +3 | New |
| Evermay Wealth Management LLC | 3 | $231 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $233 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $307 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $307 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $308 | 0.00% | +4 | New |
| Leonteq Securities AG | 6 | $461 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $461 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 6 | $461 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $461 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 7 | $538 | 0.00% | +1+16.7% | Added |
| CVA Family Office, LLC | 7 | $538 | 0.00% | +7 | New |
| Cromwell Holdings LLC | 8 | $615 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 12 | $822 | 0.00% | +2+20.0% | Added |
| Creative Financial Designs Inc | 11 | $845 | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 13 | $984 | 0.00% | +13 | New |
| Private Wealth Asset Management, LLC | 13 | $999 | 0.00% | +13 | New |
| Avion Wealth | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $1.08K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 14 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 14 | $1.08K | 0.00% | +14 | New |
| Global Financial Private Client, LLC | 16 | $1.23K | 0.00% | +9+128.6% | Added |
| First Horizon Advisors, Inc. | 17 | $1.31K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 20 | $1.54K | 0.00% | +20 | New |
| WPG Advisers, LLC | 21 | $1.61K | 0.00% | −2−8.7% | Reduced |
| Sierra Ocean, LLC | 23 | $1.77K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.84K | 0.00% | −2−7.7% | Reduced |
| SJS Investment Consulting Inc. | 25 | $1.92K | 0.00% | −2−7.4% | Reduced |
| Sound Income Strategies, LLC | 25 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $2.07K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 37 | $2.84K | 0.00% | +37 | New |
| Atlantic Trust, LLC | 45 | $3.46K | 0.00% | +45 | New |
| Private Wealth Management Group, LLC | 46 | $3.54K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 48 | $3.69K | 0.00% | 00.0% | Unchanged |
| Amundi | 57 | $3.72K | 0.00% | +13+29.5% | Added |
| Newbridge Financial Services Group, Inc. | 51 | $3.92K | 0.00% | +51 | New |
| Hantz Financial Services, Inc. | 48 | $4.00K | 0.00% | +32+200.0% | Added |
| NewSquare Capital LLC | 55 | $4.23K | 0.00% | +55 | New |
| Geneos Wealth Management Inc. | 58 | $4.46K | 0.00% | −42−42.0% | Reduced |
| SRS Capital Advisors, Inc. | 64 | $4.92K | 0.00% | −46−41.8% | Reduced |
| Farmers & Merchants Investments Inc | 68 | $5.22K | 0.00% | +33+94.3% | Added |
| Washington Trust Advisors, Inc. | 70 | $5.38K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 74 | $5.68K | 0.00% | −106−58.9% | Reduced |
| GW&K Investment Management, LLC | 75 | $6.00K | 0.00% | +75 | New |
| Golden State Wealth Management, LLC | 83 | $6.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 91 | $6.99K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 104 | $7.99K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $8.22K | 0.00% | +14+15.1% | Added |
| Ronald Blue Trust, Inc. | 108 | $8.30K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 109 | $8.37K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 125 | $9.60K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 149 | $11.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 150 | $11.5K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 155 | $11.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 176 | $13.5K | 0.00% | −477−73.0% | Reduced |
| Fortitude Family Office, LLC | 185 | $14.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 203 | $15.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 209 | $16.1K | 0.00% | +18+9.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 238 | $18.3K | 0.00% | +1+0.4% | Added |
| Rise Advisors, LLC | 240 | $18.4K | 0.01% | +240 | New |
| Hemington Wealth Management | 251 | $19.0K | 0.00% | +35+16.2% | Added |
| Steward Partners Investment Advisory, LLC | 250 | $19.2K | 0.00% | +250 | New |
| Bessemer Group Inc | 262 | $20.0K | 0.00% | +74+39.4% | Added |
| Quent Capital, LLC | 273 | $21.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 278 | $21.4K | 0.00% | +263+1,753.3% | Added |
| IFP Advisors, Inc | 276 | $22.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 309 | $23.7K | 0.00% | −84−21.4% | Reduced |
| Peregrine Capital Management LLC | 310 | $23.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 307 | $24.0K | 0.02% | −110−26.4% | Reduced |
| HWG Holdings LP | 321 | $24.7K | 0.01% | +321 | New |
| Massmutual Trust Co FSB | 324 | $24.9K | 0.00% | +128+65.3% | Added |
| Allworth Financial LP | 354 | $25.1K | 0.00% | −47−11.7% | Reduced |
| EverSource Wealth Advisors, LLC | 368 | $28.3K | 0.00% | +43+13.2% | Added |
| Fifth Third Bancorp | 389 | $29.9K | 0.00% | +59+17.9% | Added |
| SBI Securities Co., Ltd. | 406 | $31.2K | 0.00% | +99+32.2% | Added |
| TSFG, LLC | 434 | $33.0K | 0.01% | +434 | New |
| Harbour Investments, Inc. | 437 | $33.6K | 0.00% | +4+0.9% | Added |
| Lindbrook Capital, LLC | 438 | $33.7K | 0.00% | −7−1.6% | Reduced |
| Smartleaf Asset Management LLC | 451 | $34.3K | 0.00% | +125+38.3% | Added |
| Farther Finance Advisors, LLC | 488 | $36.9K | 0.00% | −32−6.2% | Reduced |
| V-Square Quantitative Management LLC | 503 | $38.6K | 0.01% | +146+40.9% | Added |
| Atala Financial Inc | 524 | $40.3K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 679 | $56.7K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 761 | $58.0K | 0.00% | +761 | New |
| National Bank of Canada | 763 | $58.5K | 0.00% | +141+22.7% | Added |
| Coldstream Capital Management Inc | 850 | $65.3K | 0.00% | +850 | New |
| Parallel Advisors, LLC | 898 | $69.0K | 0.00% | +87+10.7% | Added |
| Nomura Asset Management Co Ltd | 920 | $70.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 964 | $74.1K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 999 | $76.8K | 0.02% | +35+3.6% | Added |
| Umb Bank N A | 1,009 | $77.5K | 0.00% | +482+91.5% | Added |
| Versant Capital Management, Inc | 1,119 | $86.0K | 0.01% | −206−15.5% | Reduced |
| Jones Financial Companies LLLP | 1,269 | $96.6K | 0.00% | +987+350.0% | Added |
| Financial Management Professionals, Inc. | 1,337 | $102.7K | 0.01% | −114−7.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,376 | $105.7K | 0.00% | −4,236−75.5% | Reduced |