| Keating Financial Advisory Services, Inc. | 2 | $77 | 0.00% | −27−93.1% | Reduced |
| MV Capital Management, Inc. | 2 | $77 | 0.00% | −13−86.7% | Reduced |
| American Capital Advisory, LLC | 2 | $77 | 0.00% | −7−77.8% | Reduced |
| Quaker Wealth Management, LLC | 2 | $77 | 0.00% | −4−66.7% | Reduced |
| WPG Advisers, LLC | 2 | $77 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $153 | 0.00% | −1−20.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 5 | $192 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $192 | 0.00% | +3+150.0% | Added |
| Vermillion Wealth Management, Inc. | 5 | $192 | 0.00% | +5 | New |
| Essential Partners LLC | 5 | $192 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 6 | $230 | 0.00% | −1−14.3% | Reduced |
| Ameritas Advisory Services, LLC | 6 | $230 | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 9 | $344 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 10 | $418 | 0.00% | +8+400.0% | Added |
| Rothschild Investment LLC | 11 | $421 | 0.00% | −19−63.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $421 | 0.00% | +4+57.1% | Added |
| Bare Financial Services, Inc | 11 | $421 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 11 | $422 | 0.00% | +1+10.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $460 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $460 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $460 | 0.00% | +1+9.1% | Added |
| South State Corp. | 12 | $460 | 0.00% | +7+140.0% | Added |
| Transamerica Financial Advisors, Inc. | 13 | $497 | 0.00% | +5+62.5% | Added |
| Sunrise Financial Services, LLC | 15 | $575 | 0.00% | +15 | New |
| Nisa Investment Advisors, LLC | 17 | $651 | 0.00% | −59−77.6% | Reduced |
| Parkside Financial Bank & Trust | 18 | $691 | 0.00% | −28−60.9% | Reduced |
| Huntington National Bank | 22 | $843 | 0.00% | −62−73.8% | Reduced |
| Advisory Services Network, LLC | 22 | $843 | 0.00% | +22 | New |
| Silver Grove Financial Group, Inc. | 22 | $843 | 0.00% | +22 | New |
| Bogart Wealth, LLC | 23 | $881 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 24 | $920 | 0.00% | −253−91.3% | Reduced |
| Bell Investment Advisors, Inc | 24 | $920 | 0.00% | +24 | New |
| Zions Bancorporation, National Association | 26 | $996 | 0.00% | +26 | New |
| Capital Advisors, Ltd. LLC | 14 | $1.00K | 0.00% | +10+250.0% | Added |
| Cornerstone Financial Management LLC | 27 | $1.03K | 0.00% | +27 | New |
| Boreal Capital Management LLC | 30 | $1.15K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 30 | $1.15K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 32 | $1.19K | 0.00% | −5−13.5% | Reduced |
| Leo H. Evart, Inc. | 34 | $1.30K | 0.00% | +34 | New |
| Sachetta, LLC | 43 | $1.65K | 0.00% | +31+258.3% | Added |
| UMA Financial Services, Inc. | 46 | $1.76K | 0.00% | +22+91.7% | Added |
| JFS Wealth Advisors, LLC | 50 | $1.92K | 0.00% | −7−12.3% | Reduced |
| Elequin Capital LP | 56 | $2.15K | 0.00% | −82−59.4% | Reduced |
| Prestige Wealth Management Group LLC | 57 | $2.18K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 58 | $2.22K | 0.00% | +58 | New |
| Fortitude Family Office, LLC | 59 | $2.26K | 0.00% | +41+227.8% | Added |
| RMG Wealth Management LLC | 55 | $2.28K | 0.00% | +55 | New |
| Plato Investment Management Ltd | 60 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 63 | $2.42K | 0.00% | +42+200.0% | Added |
| Farmers & Merchants Investments Inc | 70 | $2.68K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 74 | $2.83K | 0.00% | +50+208.3% | Added |
| Evelyn Partners Investment Management Services Ltd | 81 | $3.10K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 94 | $3.60K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 105 | $4.00K | 0.00% | −149−58.7% | Reduced |
| Covestor Ltd | 95 | $4.00K | 0.00% | −78−45.1% | Reduced |
| Massmutual Trust Co FSB | 115 | $4.41K | 0.00% | −113−49.6% | Reduced |
| IFP Advisors, Inc | 116 | $4.44K | 0.00% | +74+176.2% | Added |
| True Wealth Design, LLC | 116 | $4.44K | 0.00% | +116 | New |
| Larson Financial Group LLC | 128 | $4.90K | 0.00% | −115−47.3% | Reduced |
| CVA Family Office, LLC | 133 | $5.09K | 0.00% | +133 | New |
| Jones Financial Companies LLLP | 138 | $5.11K | 0.00% | +9+7.0% | Added |
| EverSource Wealth Advisors, LLC | 135 | $5.17K | 0.00% | +47+53.4% | Added |
| ZRC Wealth Management, LLC | 145 | $5.55K | 0.00% | +106+271.8% | Added |
| Cedar Mountain Advisors, LLC | 148 | $5.67K | 0.00% | +148 | New |
| Addison Advisors LLC | 165 | $6.32K | 0.00% | +165 | New |
| Aster Capital Management (DIFC) Ltd | 140 | $6.42K | 0.00% | −366−72.3% | Reduced |
| Basecamp Wealth Advisors LLC | 179 | $6.86K | 0.00% | −69−27.8% | Reduced |
| Root Financial Partners, LLC | 190 | $7.28K | 0.00% | −57−23.1% | Reduced |
| Danske Bank A/S | 200 | $7.66K | 0.00% | −1,300−86.7% | Reduced |
| Rossby Financial, LCC | 201 | $7.73K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 219 | $8.39K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 243 | $9.31K | 0.00% | −265−52.2% | Reduced |
| Signaturefd, LLC | 251 | $9.61K | 0.00% | +199+382.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 256 | $9.80K | 0.00% | −543−68.0% | Reduced |
| Versant Capital Management, Inc | 292 | $11.2K | 0.00% | +179+158.4% | Added |
| Crewe Advisors LLC | 307 | $11.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $14.6K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $15.0K | 0.01% | −402−50.1% | Reduced |
| Turim 21 Investimentos Ltda. | 392 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 400 | $15.3K | 0.00% | −341−46.0% | Reduced |
| MAI Capital Management | 480 | $18.4K | 0.00% | +464+2,900.0% | Added |
| Clear Street Markets LLC | 500 | $19.1K | 0.01% | −500−50.0% | Reduced |
| Parallel Advisors, LLC | 566 | $21.7K | 0.00% | +84+17.4% | Added |
| Steward Partners Investment Advisory, LLC | 608 | $23.3K | 0.00% | −571−48.4% | Reduced |
| Allworth Financial LP | 624 | $23.9K | 0.00% | −32−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 748 | $28.6K | 0.00% | −183−19.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 760 | $29.1K | 0.00% | −18−2.3% | Reduced |
| State of Wyoming | 825 | $31.6K | 0.00% | +825 | New |
| Umb Bank N A | 1,050 | $40.2K | 0.00% | −286−21.4% | Reduced |
| Asset Management One Co.,Ltd. | 1,176 | $45.0K | 0.00% | −316−21.2% | Reduced |
| US Bancorp | 1,180 | $45.2K | 0.00% | −782−39.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,276 | $47.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,375 | $52.7K | 0.00% | +108+8.5% | Added |
| Geneos Wealth Management Inc. | 1,500 | $57.5K | 0.00% | +1,500 | New |
| Golden State Equity Partners | 1,520 | $58.2K | 0.00% | +1,520 | New |
| Rockefeller Capital Management L.P. | 1,599 | $61.2K | 0.00% | +887+124.6% | Added |
| STRS Ohio | 1,925 | $73.7K | 0.00% | −3−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,000 | $76.6K | 0.00% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 2,000 | $76.6K | 0.02% | +2,000 | New |
| Farther Finance Advisors, LLC | 2,049 | $78.8K | 0.00% | +1,700+487.1% | Added |
