| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4 | $0 | 0.00% | +4 | New |
| Gradient Investments LLC | 1 | $205 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $388 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 2 | $411 | 0.00% | +2 | New |
| McElhenny Sheffield Capital Management, LLC | 2 | $411 | 0.00% | +2 | New |
| Glass Jacobson Investment Advisors llc | 2 | $411 | 0.00% | +2 | New |
| Allworth Financial LP | 3 | $616 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4 | $822 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5 | $1.03K | 0.00% | −1,595−99.7% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $1.03K | 0.00% | +5 | New |
| Red Tortoise LLC | 5 | $1.03K | 0.00% | +5 | New |
| Truvestments Capital LLC | 7 | $1.44K | 0.00% | +7 | New |
| Glassman Wealth Services | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 9 | $1.85K | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 8 | $2.00K | 0.00% | −11−57.9% | Reduced |
| Front Row Advisors LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| Bell Investment Advisors, Inc | 10 | $2.05K | 0.00% | −5−33.3% | Reduced |
| Farther Finance Advisors, LLC | 12 | $2.46K | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 13 | $2.67K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $2.67K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $2.88K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 14 | $2.88K | 0.00% | +1+7.7% | Added |
| Beaird Harris Wealth Management, LLC | 16 | $3.29K | 0.00% | +16 | New |
| TCI Wealth Advisors, Inc. | 18 | $3.70K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 18 | $3.70K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 21 | $4.31K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 24 | $4.93K | 0.00% | −29−54.7% | Reduced |
| Zullo Investment Group, Inc. | 25 | $5.13K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 26 | $5.34K | 0.00% | −5,587−99.5% | Reduced |
| Ellevest, Inc. | 32 | $6.57K | 0.00% | −8−20.0% | Reduced |
| Accurate Wealth Management, LLC | 37 | $7.48K | 0.00% | +37 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 42 | $9.00K | 0.00% | +42 | New |
| Ten Capital Wealth Advisors, LLC | 44 | $9.04K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $9.24K | 0.00% | −12−21.1% | Reduced |
| Dark Forest Capital Management LP | 48 | $9.86K | 0.00% | +48 | New |
| Global Retirement Partners, LLC | 49 | $10.1K | 0.00% | −1−2.0% | Reduced |
| Quent Capital, LLC | 49 | $10.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $10.3K | 0.01% | +41+455.6% | Added |
| JJJ Advisors Inc. | 51 | $10.4K | 0.00% | +46+920.0% | Added |
| Romano Brothers and Company | 59 | $12.1K | 0.00% | +59 | New |
| SRS Capital Advisors, Inc. | 67 | $13.8K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 75 | $15.4K | 0.00% | +75 | New |
| Ci Investments Inc. | 77 | $16.0K | 0.00% | +75+3,750.0% | Added |
| Parallel Advisors, LLC | 80 | $16.4K | 0.00% | −7−8.0% | Reduced |
| Huntington National Bank | 83 | $17.0K | 0.00% | −7−7.8% | Reduced |
| Private Trust Co NA | 99 | $20.0K | 0.00% | +99 | New |
| National Bank of Canada | 107 | $22.0K | 0.00% | +8+8.1% | Added |
| Central Trust Co | 120 | $24.6K | 0.00% | −12−9.1% | Reduced |
| First Horizon Advisors, Inc. | 123 | $25.3K | 0.00% | −1−0.8% | Reduced |
| Compass Wealth Management LLC | 140 | $28.8K | 0.01% | +140 | New |
| Sargent Bickham Lagudis LLC | 141 | $29.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 151 | $31.0K | 0.00% | +3+2.0% | Added |
| Signaturefd, LLC | 158 | $32.5K | 0.00% | +112+243.5% | Added |
| Park Place Capital Corp | 162 | $33.0K | 0.01% | +162 | New |
| CWM, LLC | 176 | $36.0K | 0.00% | −14−7.4% | Reduced |
| Fifth Third Bancorp | 187 | $38.4K | 0.00% | +48+34.5% | Added |
| Baker Avenue Asset Management, LP | 192 | $39.4K | 0.00% | +192 | New |
| TD Waterhouse Canada Inc. | 206 | $42.4K | 0.00% | +206 | New |
| Activest Wealth Management | 234 | $48.0K | 0.01% | +234 | New |
| IFP Advisors, Inc | 288 | $48.0K | 0.00% | −42−12.7% | Reduced |
| Quadrant Capital Group LLC | 237 | $48.7K | 0.01% | +11+4.9% | Added |
| Covestor Ltd | 242 | $50.0K | 0.04% | −196−44.7% | Reduced |
| Parkside Financial Bank & Trust | 250 | $51.4K | 0.01% | +2+0.8% | Added |
| Pinnacle Financial Partners Inc | 296 | $60.8K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 544 | $78.0K | 0.02% | −12−2.2% | Reduced |
| Seeyond | 467 | $95.9K | 0.01% | +467 | New |
| Van Eck Associates Corp | 489 | $100.0K | 0.00% | −20,339−97.7% | Reduced |
| C M Bidwell & Associates Ltd | 568 | $116.7K | 0.09% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 568 | $116.7K | 0.00% | +568 | New |
| Eagle Bay Advisors LLC | 610 | $125.3K | 0.07% | +59+10.7% | Added |
| Stephenson National Bank & Trust | 631 | $130.0K | 0.08% | +631 | New |
| Allspring Global Investments Holdings, LLC | 649 | $133.3K | 0.00% | −3,943−85.9% | Reduced |
| Vestcor Inc | 688 | $141.0K | 0.01% | +688 | New |
| Tower Research Capital LLC (TRC) | 724 | $149.0K | 0.01% | −2,401−76.8% | Reduced |
| Hantz Financial Services, Inc. | 810 | $166.0K | 0.01% | +123+17.9% | Added |
| Kolinsky Wealth Management, LLC | 979 | $201.0K | 0.23% | +979 | New |
| Blair William & Co | 987 | $202.7K | 0.00% | −334−25.3% | Reduced |
| Quantum Private Wealth, LLC | 988 | $202.9K | 0.13% | +988 | New |
| Benjamin Edwards Inc | 1,030 | $212.0K | 0.06% | +2+0.2% | Added |
| Veritable, L.P. | 1,043 | $214.2K | 0.00% | −44−4.0% | Reduced |
| Pacific Global Investment Management CO | 1,054 | $216.5K | 0.05% | −6−0.6% | Reduced |
| SYSTM Wealth Solutions LLC | 1,056 | $216.9K | 0.03% | +1,056 | New |
| Blueprint Investment Partners LLC | 1,063 | $218.3K | 0.05% | +1,063 | New |
| Susquehanna International Group, LLP | 1,072 | $220.2K | 0.00% | +1,072 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,100 | $225.9K | 0.07% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,137 | $233.5K | 0.18% | +1,137 | New |
| Alliance Wealth Advisors, LLC | 1,173 | $240.9K | 0.11% | +1,173 | New |
| Verition Fund Management LLC | 1,195 | $245.5K | 0.00% | −111−8.5% | Reduced |
| National Asset Management, Inc. | 1,201 | $246.7K | 0.01% | −835−41.0% | Reduced |
| Swiss Life Asset Management Ltd | 1,220 | $251.5K | 0.00% | +1,220 | New |
| Commonwealth Equity Services, LLC | 1,234 | $253.0K | 0.00% | +1,234 | New |
| Tiaa, FSB | 1,233 | $253.3K | 0.00% | +3+0.2% | Added |
| Prelude Capital Management, LLC | 1,247 | $256.1K | 0.02% | +1,247 | New |
| XTX Topco Ltd | 1,248 | $256.3K | 0.05% | +1,248 | New |
| EverSource Wealth Advisors, LLC | 1,253 | $257.4K | 0.04% | −725−36.7% | Reduced |
| Profund Advisors LLC | 1,254 | $257.6K | 0.02% | +128+11.4% | Added |
| Icon Wealth Advisors, LLC | 1,272 | $261.3K | 0.03% | −75−5.6% | Reduced |
| E. Ohman J:or Asset Management AB | 1,300 | $267.0K | 0.01% | +1,300 | New |
