| Bay Harbor Wealth Management, LLC | 1 | $65 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $66 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $66 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $66 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $66 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $66 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $132 | 0.00% | −120−98.4% | Reduced |
| Ronald Blue Trust, Inc. | 3 | $198 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 7 | $461 | 0.00% | +7 | New |
| LRI Investments, LLC | 8 | $527 | 0.00% | −4−33.3% | Reduced |
| Quaker Wealth Management, LLC | 8 | $528 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $593 | 0.00% | +8+800.0% | Added |
| Wealth Preservation Advisors, LLC | 9 | $593 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 9 | $594 | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $659 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $725 | 0.00% | +6+120.0% | Added |
| SHP Wealth Management | 11 | $725 | 0.00% | +11 | New |
| Harbour Investments, Inc. | 12 | $791 | 0.00% | +10+500.0% | Added |
| JFS Wealth Advisors, LLC | 12 | $791 | 0.00% | +12 | New |
| Dunhill Financial, LLC | 12 | $813 | 0.00% | +10+500.0% | Added |
| South State Corp. | 15 | $989 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $1.05K | 0.00% | +16 | New |
| NBT Bank N A | 17 | $1.12K | 0.00% | +17 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $1.12K | 0.00% | −11−39.3% | Reduced |
| True Wealth Design, LLC | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $1.19K | 0.00% | +13+260.0% | Added |
| CVA Family Office, LLC | 19 | $1.25K | 0.00% | +19 | New |
| Activest Wealth Management | 20 | $1.32K | 0.00% | +1+5.3% | Added |
| Keating Financial Advisory Services, Inc. | 21 | $1.38K | 0.00% | −10−32.3% | Reduced |
| Arlington Trust Co LLC | 21 | $1.38K | 0.00% | +21 | New |
| Hughes Financial Services, LLC | 25 | $1.65K | 0.00% | −3−10.7% | Reduced |
| Golden State Equity Partners | 30 | $1.98K | 0.00% | +30 | New |
| SRS Capital Advisors, Inc. | 32 | $2.11K | 0.00% | −338−91.4% | Reduced |
| Bare Financial Services, Inc | 32 | $2.11K | 0.00% | −23−41.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 35 | $2.31K | 0.00% | −317−90.1% | Reduced |
| Johnson Financial Group, Inc. | 35 | $2.31K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 36 | $2.37K | 0.00% | −8−18.2% | Reduced |
| Bell Investment Advisors, Inc | 36 | $2.37K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 38 | $2.50K | 0.00% | +38 | New |
| Cornerstone Financial Management LLC | 47 | $3.10K | 0.00% | +8+20.5% | Added |
| UMA Financial Services, Inc. | 53 | $3.49K | 0.00% | −4−7.0% | Reduced |
| Dynamic Wealth Strategies, LLC | 68 | $4.48K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $4.61K | 0.00% | +1+1.4% | Added |
| Elequin Capital LP | 75 | $4.94K | 0.00% | −131−63.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 79 | $5.21K | 0.00% | −464−85.5% | Reduced |
| Farmers & Merchants Investments Inc | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 96 | $6.33K | 0.00% | +77+405.3% | Added |
| SMA Capital LLC | 99 | $6.53K | 0.00% | +99 | New |
| Clearstead Advisors, LLC | 100 | $6.59K | 0.00% | −570−85.1% | Reduced |
| SBI Securities Co., Ltd. | 116 | $7.65K | 0.00% | −102−46.8% | Reduced |
| High Note Wealth, LLC | 118 | $7.78K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 119 | $7.84K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 119 | $7.84K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 120 | $7.91K | 0.00% | −5,380−97.8% | Reduced |
| First Horizon Corp | 127 | $8.37K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 128 | $8.44K | 0.00% | +86+204.8% | Added |
| Sherman Asset Management, Inc. | 142 | $9.36K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 142 | $9.36K | 0.00% | +101+246.3% | Added |
| Smithfield Trust Co | 155 | $10.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 152 | $10.0K | 0.00% | +152 | New |
| Leonteq Securities AG | 160 | $10.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 164 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 170 | $11.2K | 0.00% | +120+240.0% | Added |
| Basecamp Wealth Advisors LLC | 179 | $11.8K | 0.00% | −43−19.4% | Reduced |
| Optiver Holding B.V. | 185 | $12.2K | 0.00% | −537−74.4% | Reduced |
| Sankala Group LLC | 201 | $12.8K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $13.2K | 0.00% | −1,400−87.5% | Reduced |
| Key Financial Inc | 200 | $13.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 201 | $13.2K | 0.00% | +173+617.9% | Added |
| Rothschild Investment LLC | 205 | $13.5K | 0.00% | +18+9.6% | Added |
| Tradewinds Capital Management, LLC | 215 | $14.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 231 | $15.2K | 0.00% | −2,053−89.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 239 | $15.8K | 0.01% | +239 | New |
| National Bank of Canada | 248 | $16.3K | 0.00% | +9+3.8% | Added |
| Parkside Financial Bank & Trust | 258 | $17.0K | 0.00% | +5+2.0% | Added |
| AdvisorNet Financial, Inc | 262 | $17.3K | 0.00% | −49−15.8% | Reduced |
| Brown Brothers Harriman & Co | 300 | $19.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 303 | $20.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 309 | $20.4K | 0.00% | −5,982−95.1% | Reduced |
| Massmutual Trust Co FSB | 443 | $29.2K | 0.00% | +6+1.4% | Added |
| Allworth Financial LP | 482 | $31.8K | 0.00% | +47+10.8% | Added |
| IFP Advisors, Inc | 506 | $33.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 557 | $36.7K | 0.00% | +557 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 589 | $38.8K | 0.00% | +500+561.8% | Added |
| CWM, LLC | 639 | $42.1K | 0.00% | +159+33.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 713 | $47.0K | 0.00% | −23−3.1% | Reduced |
| Signaturefd, LLC | 888 | $58.5K | 0.00% | +261+41.6% | Added |
| Parallel Advisors, LLC | 919 | $60.6K | 0.00% | +85+10.2% | Added |
| Kemnay Advisory Services Inc. | 1,013 | $66.8K | 0.01% | +585+136.7% | Added |
| Bayforest Capital Ltd | 1,093 | $72.0K | 0.08% | +1,093 | New |
| Farther Finance Advisors, LLC | 1,109 | $73.9K | 0.00% | +2+0.2% | Added |
| Los Angeles Capital Management LLC | 1,131 | $74.5K | 0.00% | −5,040−81.7% | Reduced |
| Smartleaf Asset Management LLC | 1,226 | $77.2K | 0.00% | −232−15.9% | Reduced |
| Covestor Ltd | 1,365 | $90.0K | 0.06% | −606−30.7% | Reduced |
| Lazard Asset Management LLC | 1,369 | $90.2K | 0.00% | +1,369 | New |
| Root Financial Partners, LLC | 1,515 | $99.9K | 0.00% | +61+4.2% | Added |
| EverSource Wealth Advisors, LLC | 1,548 | $102.0K | 0.00% | +549+55.0% | Added |
| Larson Financial Group LLC | 1,806 | $119.0K | 0.00% | −27−1.5% | Reduced |
| Umb Bank N A | 1,920 | $126.5K | 0.00% | +136+7.6% | Added |
