| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Tortoise Investment Management, LLC | 1 | $76 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $77 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $152 | 0.00% | −149−98.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 2 | $153 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $228 | 0.00% | −2−40.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $229 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $229 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $304 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $456 | 0.00% | +4+200.0% | Added |
| SJS Investment Consulting Inc. | 6 | $457 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $532 | 0.00% | +7 | New |
| Park Place Capital Corp | 8 | $608 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $608 | 0.00% | +8 | New |
| Heartwood Wealth Advisors LLC | 9 | $684 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $735 | 0.00% | −2−18.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 11 | $827 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $837 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $989 | 0.00% | +13 | New |
| Picton Mahoney Asset Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 14 | $1.06K | 0.00% | +14 | New |
| TD Private Client Wealth LLC | 15 | $1.14K | 0.00% | −17−53.1% | Reduced |
| AdvisorNet Financial, Inc | 15 | $1.14K | 0.00% | +15 | New |
| Fortitude Family Office, LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 23 | $1.75K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 26 | $1.98K | 0.00% | −40−60.6% | Reduced |
| Banque Cantonale Vaudoise | 21 | $2.00K | 0.00% | −42−66.7% | Reduced |
| Bruce G. Allen Investments, LLC | 28 | $2.13K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 28 | $2.13K | 0.00% | +13+86.7% | Added |
| Global Retirement Partners, LLC | 29 | $2.21K | 0.00% | −10−25.6% | Reduced |
| MAI Capital Management | 34 | $2.60K | 0.00% | −349−91.1% | Reduced |
| PFS Partners, LLC | 35 | $2.68K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 37 | $2.81K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 38 | $2.89K | 0.00% | +28+280.0% | Added |
| WealthCollab, LLC | 42 | $3.19K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $3.27K | 0.00% | −1−2.3% | Reduced |
| True Wealth Design, LLC | 44 | $3.35K | 0.00% | +25+131.6% | Added |
| JFS Wealth Advisors, LLC | 49 | $3.73K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 64 | $4.00K | 0.00% | +21+48.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 60 | $4.56K | 0.00% | +60 | New |
| Quent Capital, LLC | 63 | $4.79K | 0.00% | +63 | New |
| Massmutual Trust Co FSB | 69 | $5.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 69 | $5.25K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 71 | $5.37K | 0.00% | +71 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $5.63K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 75 | $5.70K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 76 | $5.78K | 0.00% | −18−19.1% | Reduced |
| Clearstead Advisors, LLC | 77 | $5.86K | 0.00% | −2,972−97.5% | Reduced |
| Centerpoint Advisors, LLC | 105 | $8.00K | 0.00% | −95−47.5% | Reduced |
| WPG Advisers, LLC | 106 | $8.06K | 0.01% | −10−8.6% | Reduced |
| Retirement Wealth Solutions LLC | 109 | $8.32K | 0.01% | −61−35.9% | Reduced |
| Manchester Capital Management LLC | 112 | $8.52K | 0.00% | +15+15.5% | Added |
| Central Trust Co | 118 | $8.97K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 122 | $9.28K | 0.00% | +122 | New |
| First Horizon Corp | 124 | $9.43K | 0.00% | +124 | New |
| Measured Wealth Private Client Group, LLC | 126 | $9.58K | 0.00% | +126 | New |
| Natixis | 130 | $9.89K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 160 | $10.8K | 0.00% | +154+2,566.7% | Added |
| TD Waterhouse Canada Inc. | 149 | $11.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 148 | $11.3K | 0.00% | +148 | New |
| Global X Japan Co., Ltd. | 150 | $11.4K | 0.00% | +23+18.1% | Added |
| Larson Financial Group LLC | 151 | $11.5K | 0.00% | +88+139.7% | Added |
| Rothschild Investment LLC | 152 | $11.6K | 0.00% | +67+78.8% | Added |
| Jones Financial Companies LLLP | 162 | $12.5K | 0.00% | +29+21.8% | Added |
| SBI Securities Co., Ltd. | 166 | $12.6K | 0.00% | +8+5.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 181 | $13.8K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 185 | $14.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 190 | $14.5K | 0.00% | +55+40.7% | Added |
| Parkside Financial Bank & Trust | 213 | $16.2K | 0.00% | −174−45.0% | Reduced |
| Rise Advisors, LLC | 223 | $17.0K | 0.01% | +1+0.5% | Added |
| Wolff Wiese Magana LLC | 226 | $17.2K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 227 | $17.3K | 0.00% | +227 | New |
| Quarry LP | 246 | $18.7K | 0.00% | +246 | New |
| Binnacle Investments Inc | 276 | $21.0K | 0.01% | +46+20.0% | Added |
| LRI Investments, LLC | 283 | $21.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 288 | $21.9K | 0.00% | +122+73.5% | Added |
| CBIZ Investment Advisory Services, LLC | 292 | $22.2K | 0.00% | −5−1.7% | Reduced |
| Quest Partners LLC | 318 | $24.2K | 0.00% | −16,856−98.1% | Reduced |
| Smartleaf Asset Management LLC | 349 | $26.6K | 0.00% | +299+598.0% | Added |
| Nomura Asset Management Co Ltd | 360 | $27.4K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 386 | $29.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 429 | $33.0K | 0.00% | +298+227.5% | Added |
| 1620 Investment Advisors, Inc. | 451 | $34.3K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 481 | $36.6K | 0.00% | −98−16.9% | Reduced |
| Danske Bank A/S | 500 | $38.0K | 0.00% | −387−43.6% | Reduced |
| Signaturefd, LLC | 503 | $38.3K | 0.00% | −63−11.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 534 | $40.6K | 0.03% | +468+709.1% | Added |
| Rockefeller Capital Management L.P. | 535 | $40.7K | 0.00% | +535 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 543 | $41.0K | 0.00% | −21−3.7% | Reduced |
| Bayforest Capital Ltd | 601 | $45.7K | 0.02% | +601 | New |
| Versant Capital Management, Inc | 669 | $50.9K | 0.01% | −42−5.9% | Reduced |
| Quadrant Capital Group LLC | 673 | $51.2K | 0.00% | +673 | New |
| IFP Advisors, Inc | 682 | $51.9K | 0.00% | −155−18.5% | Reduced |
| Shell Asset Management Co | 694 | $53.0K | 0.01% | −1,086−61.0% | Reduced |
| Advisory Services Network, LLC | 754 | $57.4K | 0.00% | +754 | New |
| Umb Bank N A | 765 | $58.2K | 0.00% | +35+4.8% | Added |
| North Star Investment Management Corp. | 800 | $60.8K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 991 | $75.4K | 0.00% | +991 | New |
| Curat Global, LLC | 1,000 | $76.0K | 0.07% | 00.0% | Unchanged |