| Hemington Wealth Management | 6 | $0 | 0.00% | −10−62.5% | Reduced |
| Creekmur Asset Management LLC | 0 | $7 | 0.00% | 0 | New |
| Westside Investment Management, Inc. | 1 | $50 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $51 | 0.00% | −3−75.0% | Reduced |
| Valued Wealth Advisors LLC | 1 | $51 | 0.00% | −2−66.7% | Reduced |
| TD Waterhouse Canada Inc. | 1 | $52 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $101 | 0.00% | −4−66.7% | Reduced |
| Private Trust Co NA | 2 | $101 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $101 | 0.00% | +2 | New |
| GWM Advisors LLC | 3 | $151 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 4 | $201 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $201 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $201 | 0.00% | +4 | New |
| Rothschild Investment LLC | 5 | $252 | 0.00% | +5 | New |
| Founders Capital Management | 5 | $252 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 5 | $252 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 5 | $252 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $302 | 0.00% | −1−14.3% | Reduced |
| TCTC Holdings, LLC | 6 | $302 | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 6 | $302 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $302 | 0.00% | +5+500.0% | Added |
| Sunbelt Securities, Inc. | 5 | $358 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $504 | 0.00% | −5−33.3% | Reduced |
| Bogart Wealth, LLC | 11 | $553 | 0.00% | +11 | New |
| TFC Financial Management | 11 | $554 | 0.00% | +11 | New |
| Sachetta, LLC | 12 | $604 | 0.00% | −27−69.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 13 | $654 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 13 | $654 | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 13 | $655 | 0.00% | +3+30.0% | Added |
| Larson Financial Group LLC | 16 | $805 | 0.00% | +16 | New |
| Your Advocates Ltd., LLP | 17 | $855 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $864 | 0.00% | −2−11.8% | Reduced |
| True Wealth Design, LLC | 18 | $906 | 0.00% | +18 | New |
| Geneos Wealth Management Inc. | 19 | $956 | 0.00% | +19 | New |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +1+8.3% | Added |
| Avion Wealth | 23 | $1.00K | 0.00% | +23 | New |
| Jones Financial Companies LLLP | 22 | $1.10K | 0.00% | +6+37.5% | Added |
| Bare Financial Services, Inc | 22 | $1.11K | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 23 | $1.16K | 0.00% | +14+155.6% | Added |
| UMA Financial Services, Inc. | 23 | $1.16K | 0.00% | +23 | New |
| Kilter Group LLC | 23 | $1.16K | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 28 | $1.41K | 0.00% | +21+300.0% | Added |
| High Note Wealth, LLC | 43 | $2.16K | 0.00% | +18+72.0% | Added |
| Bay Harbor Wealth Management, LLC | 53 | $2.67K | 0.00% | +33+165.0% | Added |
| South State Corp. | 53 | $2.67K | 0.00% | −16−23.2% | Reduced |
| CIBC Private Wealth Group, LLC | 57 | $2.87K | 0.00% | +5+9.6% | Added |
| Pineridge Advisors LLC | 59 | $2.98K | 0.00% | +37+168.2% | Added |
| Farmers & Merchants Investments Inc | 62 | $3.12K | 0.00% | +8+14.8% | Added |
| Richard W. Paul & Associates, LLC | 64 | $3.22K | 0.00% | +40+166.7% | Added |
| MV Capital Management, Inc. | 65 | $3.27K | 0.00% | +56+622.2% | Added |
| Park Square Financial Group, LLC | 69 | $3.47K | 0.00% | +45+187.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $4.02K | 0.00% | +11+15.9% | Added |
| Private Wealth Management Group, LLC | 87 | $4.38K | 0.00% | +39+81.3% | Added |
| Principal Securities, Inc. | 89 | $4.48K | 0.00% | −449−83.5% | Reduced |
| Ameriflex Group, Inc. | 92 | $4.61K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 100 | $5.03K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 100 | $5.03K | 0.00% | +20+25.0% | Added |
| Ci Investments Inc. | 121 | $6.00K | 0.00% | −110−47.6% | Reduced |
| Atlantic Trust, LLC | 120 | $6.04K | 0.00% | +84+233.3% | Added |
| MAI Capital Management | 120 | $6.04K | 0.00% | +120 | New |
| Fortitude Family Office, LLC | 121 | $6.09K | 0.00% | −175−59.1% | Reduced |
| Huntington National Bank | 132 | $6.64K | 0.00% | −92−41.1% | Reduced |
| NewSquare Capital LLC | 146 | $7.34K | 0.00% | +146 | New |
| Raleigh Capital Management Inc. | 187 | $9.42K | 0.00% | +117+167.1% | Added |
| Rise Advisors, LLC | 199 | $10.0K | 0.00% | +1+0.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 205 | $10.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 227 | $11.4K | 0.00% | +70+44.6% | Added |
| NBC Securities, Inc. | 257 | $12.0K | 0.00% | +31+13.7% | Added |
| Federation des caisses Desjardins du Quebec | 250 | $12.6K | 0.00% | +250 | New |
| Bessemer Group Inc | 267 | $13.0K | 0.00% | +213+394.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 234 | $13.3K | 0.00% | +234 | New |
| Parkside Financial Bank & Trust | 281 | $14.1K | 0.00% | −20−6.6% | Reduced |
| Quarry LP | 292 | $14.7K | 0.00% | −744−71.8% | Reduced |
| Banque Cantonale Vaudoise | 323 | $16.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 326 | $16.4K | 0.01% | +326 | New |
| SRS Capital Advisors, Inc. | 388 | $19.5K | 0.00% | +386+19,300.0% | Added |
| Mount Yale Investment Advisors, LLC | 545 | $27.4K | 0.00% | +545 | New |
| Steward Partners Investment Advisory, LLC | 550 | $27.7K | 0.00% | −27,709−98.1% | Reduced |
| EverSource Wealth Advisors, LLC | 556 | $28.0K | 0.00% | +253+83.5% | Added |
| Smartleaf Asset Management LLC | 584 | $29.2K | 0.00% | +240+69.8% | Added |
| Northwestern Mutual Wealth Management Co | 598 | $30.1K | 0.00% | −1,370−69.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 606 | $30.5K | 0.02% | +52+9.4% | Added |
| American National Bank | 623 | $31.3K | 0.00% | +598+2,392.0% | Added |
| Fifth Third Bancorp | 642 | $32.3K | 0.00% | +47+7.9% | Added |
| Massmutual Trust Co FSB | 653 | $32.9K | 0.00% | +433+196.8% | Added |
| Hantz Financial Services, Inc. | 655 | $33.0K | 0.00% | −436−40.0% | Reduced |
| Versant Capital Management, Inc | 695 | $35.0K | 0.01% | +272+64.3% | Added |
| Nomura Asset Management Co Ltd | 770 | $38.7K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 852 | $42.9K | 0.03% | +852 | New |
| DekaBank Deutsche Girozentrale | 881 | $44.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 924 | $46.5K | 0.00% | −167−15.3% | Reduced |
| Hara Capital LLC | 945 | $47.5K | 0.03% | −33,516−97.3% | Reduced |
| Truvestments Capital LLC | 1,019 | $51.3K | 0.01% | −244−19.3% | Reduced |
| Covestor Ltd | 1,061 | $53.0K | 0.03% | −183−14.7% | Reduced |
| Smithfield Trust Co | 1,048 | $53.0K | 0.00% | +494+89.2% | Added |
| GAMMA Investing LLC | 1,071 | $53.9K | 0.00% | +426+66.0% | Added |
| Umb Bank N A | 1,134 | $57.1K | 0.00% | +732+182.1% | Added |
| AllSquare Wealth Management LLC | 1,194 | $60.1K | 0.03% | +782+189.8% | Added |
| Point72 Hong Kong Ltd | 1,289 | $64.9K | 0.00% | +1,289 | New |
