| Quest Partners LLC | 1 | $107 | 0.00% | −996−99.9% | Reduced |
| TFC Financial Management | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $213 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $214 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3 | $320 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4 | $427 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $427 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $427 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5 | $533 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 5 | $534 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $747 | 0.00% | +1+16.7% | Added |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 10 | $1.07K | 0.00% | +10 | New |
| Assetmark, Inc | 12 | $1.28K | 0.00% | −3−20.0% | Reduced |
| CVA Family Office, LLC | 12 | $1.28K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 12 | $1.28K | 0.00% | +12 | New |
| Skopos Labs, Inc. | 12 | $1.28K | 0.00% | +12 | New |
| Riggs Asset Managment Co. Inc. | 15 | $1.59K | 0.00% | +15 | New |
| Private Wealth Management Group, LLC | 16 | $1.71K | 0.00% | −21−56.8% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $2.13K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $2.13K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $2.13K | 0.00% | +5+33.3% | Added |
| Beacon Capital Management, LLC | 20 | $2.13K | 0.00% | +20 | New |
| Vermillion Wealth Management, Inc. | 20 | $2.14K | 0.00% | +20 | New |
| Harbour Investments, Inc. | 25 | $2.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $2.67K | 0.00% | +3+13.6% | Added |
| Hemington Wealth Management | 36 | $3.00K | 0.00% | +10+38.5% | Added |
| C M Bidwell & Associates Ltd | 29 | $3.09K | 0.00% | +29 | New |
| Federation des caisses Desjardins du Quebec | 30 | $3.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 31 | $3.31K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 32 | $3.41K | 0.00% | +32 | New |
| First Horizon Advisors, Inc. | 34 | $3.63K | 0.00% | −8−19.0% | Reduced |
| Hexagon Capital Partners LLC | 34 | $3.63K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 34 | $3.63K | 0.00% | +34 | New |
| Rothschild Investment LLC | 35 | $3.73K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 44 | $4.75K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 45 | $4.80K | 0.00% | +45 | New |
| Newbridge Financial Services Group, Inc. | 50 | $5.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $5.66K | 0.00% | −4−7.0% | Reduced |
| New Millennium Group LLC | 53 | $5.66K | 0.00% | +53 | New |
| LRI Investments, LLC | 56 | $5.97K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 58 | $6.19K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 58 | $6.19K | 0.00% | +58 | New |
| LGT Financial Advisors LLC | 64 | $6.83K | 0.02% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 65 | $6.93K | 0.01% | +65 | New |
| Capital A Wealth Management, LLC | 66 | $7.06K | 0.01% | +66 | New |
| Farther Finance Advisors, LLC | 69 | $7.36K | 0.00% | −57−45.2% | Reduced |
| Signaturefd, LLC | 86 | $9.17K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 87 | $9.22K | 0.00% | +87 | New |
| SBI Securities Co., Ltd. | 99 | $10.6K | 0.00% | +99 | New |
| Bessemer Group Inc | 104 | $11.0K | 0.00% | +47+82.5% | Added |
| Parallel Advisors, LLC | 108 | $11.5K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 112 | $11.9K | 0.00% | −112−50.0% | Reduced |
| CoreCap Advisors, LLC | 130 | $13.9K | 0.00% | −268−67.3% | Reduced |
| Smithfield Trust Co | 137 | $15.0K | 0.00% | +137 | New |
| Umb Bank N A | 144 | $15.4K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 150 | $16.0K | 0.00% | +150 | New |
| Lindbrook Capital, LLC | 156 | $16.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 156 | $16.6K | 0.00% | +6+4.0% | Added |
| CIBC Private Wealth Group, LLC | 172 | $18.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 175 | $18.7K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 193 | $20.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 195 | $20.8K | 0.00% | +75+62.5% | Added |
| Harbor Capital Advisors, Inc. | 203 | $22.0K | 0.00% | +27+15.3% | Added |
| MAI Capital Management | 224 | $23.9K | 0.00% | +224 | New |
| Versant Capital Management, Inc | 229 | $24.4K | 0.01% | +45+24.5% | Added |
| EverSource Wealth Advisors, LLC | 243 | $25.9K | 0.00% | +72+42.1% | Added |
| Fortitude Family Office, LLC | 267 | $28.5K | 0.01% | +104+63.8% | Added |
| WealthCollab, LLC | 280 | $29.9K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 290 | $30.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $33.1K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 310 | $33.1K | 0.03% | +310 | New |
| Clearstead Advisors, LLC | 341 | $36.4K | 0.00% | +201+143.6% | Added |
| Parkside Financial Bank & Trust | 359 | $38.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 546 | $58.2K | 0.00% | −1,699−75.7% | Reduced |
| AdvisorNet Financial, Inc | 600 | $64.0K | 0.01% | +600 | New |
| CWM, LLC | 764 | $82.0K | 0.00% | +222+41.0% | Added |
| Smartleaf Asset Management LLC | 794 | $84.1K | 0.01% | +637+405.7% | Added |
| Quent Capital, LLC | 852 | $90.8K | 0.01% | +2+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 880 | $93.9K | 0.00% | +880 | New |
| ORG Wealth Partners, LLC | 963 | $102.7K | 0.03% | +963 | New |
| Quadrant Capital Group LLC | 1,090 | $116.3K | 0.01% | +2+0.2% | Added |
| KBC Group NV | 1,298 | $138.0K | 0.00% | +279+27.4% | Added |
| Nisa Investment Advisors, LLC | 1,432 | $152.8K | 0.00% | +64+4.7% | Added |
| PEAK6 LLC | 1,489 | $158.8K | 0.01% | +1,489 | New |
| GAMMA Investing LLC | 1,504 | $160.4K | 0.01% | +304+25.3% | Added |
| The PNC Financial Services Group, Inc. | 1,772 | $189.0K | 0.00% | +121+7.3% | Added |
| Crossmark Global Holdings, Inc. | 1,880 | $201.0K | 0.00% | +1,880 | New |
| Covestor Ltd | 1,912 | $205.0K | 0.13% | −48−2.4% | Reduced |
| Violich Capital Management, Inc. | 1,980 | $211.0K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,982 | $211.4K | 0.01% | +1,982 | New |
| Martingale Asset Management L P | 1,990 | $212.3K | 0.01% | −40−2.0% | Reduced |
| Qsemble Capital Management, LP | 1,991 | $212.4K | 0.03% | +1,991 | New |
| Fruth Investment Management | 2,000 | $213.0K | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 1,998 | $213.1K | 0.00% | −3,560−64.1% | Reduced |
| Autumn Glory Partners, LLC | 2,000 | $213.4K | 0.10% | +2,000 | New |
| Citizens Financial Group Inc | 2,040 | $217.7K | 0.00% | +17+0.8% | Added |
| Chicago Trust Co NA | 2,062 | $220.0K | 0.04% | −50−2.4% | Reduced |
| Jones Financial Companies LLLP | 2,090 | $222.9K | 0.00% | +1,991+2,011.1% | Added |
| Guggenheim Capital LLC | 2,099 | $223.9K | 0.00% | −3,772−64.2% | Reduced |