| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $240 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $479 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $543 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 3 | $717 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 3 | $718 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $956 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $957 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $1.20K | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 6 | $1.44K | 0.00% | +6 | New |
| Coppell Advisory Solutions LLC | 7 | $1.67K | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 8 | $1.91K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 10 | $2.39K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 10 | $2.39K | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 10 | $2.39K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11 | $2.63K | 0.00% | −9−45.0% | Reduced |
| SRS Capital Advisors, Inc. | 11 | $2.63K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $3.00K | 0.00% | +15 | New |
| Jones Financial Companies LLLP | 14 | $3.35K | 0.00% | +14 | New |
| Parkside Financial Bank & Trust | 14 | $3.35K | 0.00% | −15−51.7% | Reduced |
| Bogart Wealth, LLC | 16 | $3.83K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $4.06K | 0.00% | +12+240.0% | Added |
| EverSource Wealth Advisors, LLC | 20 | $4.78K | 0.00% | +18+900.0% | Added |
| Massmutual Trust Co FSB | 21 | $5.02K | 0.00% | −26−55.3% | Reduced |
| Hexagon Capital Partners LLC | 21 | $5.02K | 0.00% | +21 | New |
| Key Financial Inc | 22 | $5.26K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 24 | $5.74K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 27 | $6.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $6.46K | 0.00% | +4+17.4% | Added |
| Signaturefd, LLC | 31 | $7.41K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 34 | $8.13K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 38 | $9.09K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 40 | $9.56K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 43 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 56 | $11.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 47 | $11.2K | 0.00% | +3+6.8% | Added |
| Versant Capital Management, Inc | 48 | $11.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $12.0K | 0.00% | +50 | New |
| Ronald Blue Trust, Inc. | 66 | $13.0K | 0.00% | +66 | New |
| Bartlett & Co. Wealth Management LLC | 57 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 62 | $14.8K | 0.00% | −24−27.9% | Reduced |
| Parallel Advisors, LLC | 64 | $15.3K | 0.00% | +63+6,300.0% | Added |
| Stephens Consulting, LLC | 67 | $15.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 69 | $16.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 75 | $17.9K | 0.00% | −300−80.0% | Reduced |
| Fairfield Financial Advisors, LTD | 80 | $19.1K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 85 | $20.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 91 | $21.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 100 | $23.9K | 0.00% | −8−7.4% | Reduced |
| Creative Financial Designs Inc | 100 | $23.9K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $23.9K | 0.01% | +100 | New |
| First PREMIER Bank | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 103 | $24.6K | 0.00% | +68+194.3% | Added |
| Ancora Advisors, LLC | 115 | $27.5K | 0.00% | +115 | New |
| Trivant Custom Portfolio Group, LLC | 115 | $27.5K | 0.02% | −253−68.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 125 | $29.9K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 134 | $32.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 137 | $33.0K | 0.02% | +61+80.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 158 | $37.8K | 0.01% | +158 | New |
| Nalls Sherbakoff Group, LLC | 176 | $42.0K | 0.04% | +1+0.6% | Added |
| GAMMA Investing LLC | 168 | $43.5K | 0.01% | +168 | New |
| Center for Financial Planning, Inc. | 200 | $47.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 210 | $50.2K | 0.00% | −2,152−91.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 230 | $55.0K | 0.00% | +230 | New |
| Pacer Advisors, Inc. | 233 | $55.7K | 0.00% | +233 | New |
| Eagle Bay Advisors LLC | 236 | $56.3K | 0.04% | −197−45.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 249 | $59.5K | 0.00% | +2+0.8% | Added |
| Principal Securities, Inc. | 251 | $60.0K | 0.00% | +251 | New |
| Washington Trust Co | 300 | $71.7K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $71.7K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 300 | $72.3K | 0.02% | +300 | New |
| Larson Financial Group LLC | 309 | $73.9K | 0.01% | +1+0.3% | Added |
| Acadian Asset Management LLC | 330 | $78.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 329 | $79.0K | 0.00% | −34−9.4% | Reduced |
| KBC Group NV | 337 | $81.0K | 0.00% | −33−8.9% | Reduced |
| Garner Asset Management Corp | 310 | $82.8K | 0.04% | +310 | New |
| Bangor Savings Bank | 351 | $83.9K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 370 | $88.4K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 386 | $92.3K | 0.02% | +52+15.6% | Added |
| EntryPoint Capital, LLC | 393 | $94.0K | 0.09% | +393 | New |
| Scarborough Advisors, LLC | 434 | $103.9K | 0.02% | +434 | New |
| Salem Investment Counselors Inc | 460 | $110.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 485 | $115.9K | 0.01% | −166−25.5% | Reduced |
| Gradient Investments LLC | 500 | $119.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 515 | $123.1K | 0.01% | +130+33.8% | Added |
| GPS Wealth Strategies Group, LLC | 522 | $124.8K | 0.02% | −30−5.4% | Reduced |
| SYSTM Wealth Solutions LLC | 547 | $130.8K | 0.02% | +547 | New |
| Advisory Services Network, LLC | 552 | $132.0K | 0.00% | +552 | New |
| Allspring Global Investments Holdings, LLC | 669 | $159.9K | 0.00% | −313−31.9% | Reduced |
| Laurel Wealth Advisors LLC | 690 | $165.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 738 | $176.4K | 0.00% | +406+122.3% | Added |
| Metropolitan Life Insurance Co | 782 | $187.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 842 | $201.3K | 0.00% | +842 | New |
| MML Investors Services, LLC | 865 | $207.0K | 0.00% | +865 | New |
| Blair William & Co | 869 | $207.9K | 0.00% | +869 | New |
| Prospera Financial Services Inc | 879 | $210.1K | 0.01% | +879 | New |
| Stratos Wealth Partners, LTD. | 896 | $214.2K | 0.00% | +896 | New |
| First Manhattan Co | 900 | $215.2K | 0.00% | 00.0% | Unchanged |