| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $154 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $154 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $155 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $155 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $155 | 0.00% | +1 | New |
| Rossby Financial, LCC | 2 | $290 | 0.00% | −2−50.0% | Reduced |
| Larson Financial Group LLC | 2 | $310 | 0.00% | −64−97.0% | Reduced |
| South State Corp. | 2 | $310 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $310 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $310 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 2 | $310 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $310 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 2 | $310 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2 | $310 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $310 | 0.00% | +2 | New |
| Golden State Equity Partners | 3 | $464 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $465 | 0.00% | +2+200.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $465 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $465 | 0.00% | +3 | New |
| Cromwell Holdings LLC | 4 | $620 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $719 | 0.00% | +3+300.0% | Added |
| International Assets Investment Management, LLC | 5 | $724 | 0.00% | −80−94.1% | Reduced |
| GWM Advisors LLC | 5 | $775 | 0.00% | −107−95.5% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $775 | 0.00% | −3−37.5% | Reduced |
| Manchester Capital Management LLC | 5 | $775 | 0.00% | −1−16.7% | Reduced |
| Wolff Wiese Magana LLC | 5 | $775 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 5 | $775 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $775 | 0.00% | +4+400.0% | Added |
| First Pacific Financial | 5 | $775 | 0.00% | +5 | New |
| Alerus Financial NA | 6 | $930 | 0.00% | −38−86.4% | Reduced |
| CoreCap Advisors, LLC | 6 | $930 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 6 | $930 | 0.00% | +6 | New |
| Twin Peaks Wealth Advisors, LLC | 6 | $930 | 0.00% | +6 | New |
| WPG Advisers, LLC | 7 | $1.08K | 0.00% | −11−61.1% | Reduced |
| Bare Financial Services, Inc | 7 | $1.08K | 0.00% | +2+40.0% | Added |
| Torren Management, LLC | 7 | $1.09K | 0.00% | −61−89.7% | Reduced |
| Sachetta, LLC | 8 | $1.24K | 0.00% | −9−52.9% | Reduced |
| Atlantic Trust, LLC | 10 | $1.55K | 0.00% | −1−9.1% | Reduced |
| JPL Wealth Management, LLC | 10 | $1.55K | 0.00% | +10 | New |
| ZRC Wealth Management, LLC | 11 | $1.71K | 0.00% | +11 | New |
| Hamrick Investment Counsel, llc | 11 | $1.71K | 0.00% | +11 | New |
| Sound Income Strategies, LLC | 12 | $1.74K | 0.00% | +12 | New |
| RMG Wealth Management LLC | 15 | $1.91K | 0.00% | +15 | New |
| Signature Equity Partners, LLC | 13 | $2.03K | 0.00% | −6−31.6% | Reduced |
| CVA Family Office, LLC | 14 | $2.17K | 0.00% | +12+600.0% | Added |
| Brown Brothers Harriman & Co | 16 | $2.48K | 0.00% | +16 | New |
| Webster Bank, N. A. | 17 | $2.63K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 17 | $2.63K | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 17 | $2.63K | 0.00% | −10−37.0% | Reduced |
| JNBA Financial Advisors | 17 | $2.63K | 0.00% | +17 | New |
| MCF Advisors LLC | 18 | $2.79K | 0.00% | −12−40.0% | Reduced |
| TD Private Client Wealth LLC | 19 | $2.94K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 19 | $2.94K | 0.00% | +10+111.1% | Added |
| Keating Financial Advisory Services, Inc. | 20 | $3.10K | 0.00% | +13+185.7% | Added |
| Bogart Wealth, LLC | 21 | $3.25K | 0.00% | −4−16.0% | Reduced |
| Central Trust Co | 21 | $3.25K | 0.00% | −6−22.2% | Reduced |
| Zions Bancorporation, National Association | 22 | $3.41K | 0.00% | +13+144.4% | Added |
| Bell Investment Advisors, Inc | 22 | $3.41K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $3.72K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 17 | $3.83K | 0.00% | +13+325.0% | Added |
| Key Financial Inc | 25 | $3.87K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 27 | $4.18K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 29 | $4.49K | 0.00% | +29 | New |
| Harbour Investments, Inc. | 30 | $4.75K | 0.00% | +30 | New |
| Retirement Wealth Solutions LLC | 31 | $4.76K | 0.00% | −14−31.1% | Reduced |
| Daytona Street Capital LLC | 31 | $4.80K | 0.00% | +3+10.7% | Added |
| CBIZ Investment Advisory Services, LLC | 32 | $4.96K | 0.00% | −110−77.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 33 | $5.11K | 0.00% | −56−62.9% | Reduced |
| Aventura Private Wealth, LLC | 34 | $5.27K | 0.00% | +34 | New |
| Huntington National Bank | 38 | $5.89K | 0.00% | −11−22.4% | Reduced |
| Danske Bank A/S | 40 | $6.20K | 0.00% | −260−86.7% | Reduced |
| GHP Investment Advisors, Inc. | 42 | $6.46K | 0.00% | +1+2.4% | Added |
| Investment Research & Advisory Group, Inc. | 42 | $6.54K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 45 | $6.97K | 0.00% | +15+50.0% | Added |
| Assetmark, Inc | 53 | $8.21K | 0.00% | −6,387−99.2% | Reduced |
| Quarry LP | 62 | $9.61K | 0.00% | +57+1,140.0% | Added |
| EverSource Wealth Advisors, LLC | 66 | $10.2K | 0.00% | +27+69.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 68 | $10.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 74 | $11.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 76 | $11.8K | 0.00% | −47−38.2% | Reduced |
| Cornerstone Planning Group LLC | 84 | $12.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 82 | $12.7K | 0.00% | −7−7.9% | Reduced |
| Centerpoint Advisors, LLC | 86 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 90 | $13.9K | 0.00% | −7−7.2% | Reduced |
| SBI Securities Co., Ltd. | 92 | $14.3K | 0.00% | −46−33.3% | Reduced |
| Gladstone Capital Management LLP | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 103 | $16.0K | 0.00% | −1−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 115 | $17.8K | 0.00% | −25−17.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 122 | $18.9K | 0.00% | +122 | New |
| Massmutual Trust Co FSB | 128 | $19.8K | 0.00% | −11−7.9% | Reduced |
| AdvisorShares Investments LLC | 145 | $22.5K | 0.00% | −88−37.8% | Reduced |
| State of Wyoming | 148 | $22.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 154 | $23.8K | 0.00% | −19−11.0% | Reduced |
| Signaturefd, LLC | 169 | $26.1K | 0.00% | −4−2.3% | Reduced |
| RiverPark Advisors, LLC | 182 | $28.2K | 0.01% | −142−43.8% | Reduced |
| Smithfield Trust Co | 190 | $29.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 191 | $29.6K | 0.00% | +3+1.6% | Added |
