| TD Waterhouse Canada Inc. | 1 | $58 | 0.00% | −86−98.9% | Reduced |
| HFM Investment Advisors, LLC | 3 | $184 | 0.00% | +2+200.0% | Added |
| Rialto Wealth Management, LLC | 3 | $185 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $245 | 0.00% | +3+300.0% | Added |
| DecisionPoint Financial, LLC | 6 | $351 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 6 | $368 | 0.00% | +5+500.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $369 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $491 | 0.00% | +8 | New |
| PayPay Securities Corp | 9 | $552 | 0.03% | −1−10.0% | Reduced |
| Rothschild Investment LLC | 10 | $613 | 0.00% | +10 | New |
| NewSquare Capital LLC | 11 | $675 | 0.00% | −24−68.6% | Reduced |
| Cromwell Holdings LLC | 11 | $675 | 0.00% | +5+83.3% | Added |
| Rossby Financial, LCC | 12 | $736 | 0.00% | +12 | New |
| Ameritas Advisory Services, LLC | 14 | $859 | 0.00% | +14 | New |
| Newbridge Financial Services Group, Inc. | 15 | $920 | 0.00% | −65−81.3% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 18 | $1.10K | 0.00% | −8−30.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $1.23K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 20 | $1.23K | 0.00% | −4−16.7% | Reduced |
| True Wealth Design, LLC | 24 | $1.47K | 0.00% | −104−81.3% | Reduced |
| MV Capital Management, Inc. | 24 | $1.47K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 25 | $1.53K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 28 | $1.72K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 28 | $1.72K | 0.00% | −629−95.7% | Reduced |
| Fairscale Capital, LLC | 31 | $1.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $1.84K | 0.00% | +7+30.4% | Added |
| Missouri Trust & Investment Co | 31 | $1.90K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 34 | $2.09K | 0.00% | +5+17.2% | Added |
| South State Corp. | 35 | $2.15K | 0.00% | −142−80.2% | Reduced |
| Maseco LLP | 43 | $2.64K | 0.00% | +43 | New |
| Meeder Asset Management Inc | 47 | $2.88K | 0.00% | +18+62.1% | Added |
| Grove Bank & Trust | 49 | $3.01K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 49 | $3.01K | 0.00% | +49 | New |
| Bogart Wealth, LLC | 59 | $3.62K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 60 | $3.68K | 0.00% | +60 | New |
| Cornerstone Planning Group LLC | 65 | $3.77K | 0.00% | −1−1.5% | Reduced |
| Bell Investment Advisors, Inc | 62 | $3.80K | 0.00% | +14+29.2% | Added |
| Stone House Investment Management, LLC | 63 | $3.86K | 0.00% | +63 | New |
| Versant Capital Management, Inc | 67 | $4.11K | 0.00% | −186−73.5% | Reduced |
| High Note Wealth, LLC | 72 | $4.42K | 0.00% | +72 | New |
| Beacon Capital Management, LLC | 75 | $4.60K | 0.00% | −36−32.4% | Reduced |
| Sachetta, LLC | 75 | $4.60K | 0.00% | +24+47.1% | Added |
| Rosenberg Matthew Hamilton | 84 | $5.15K | 0.00% | +84 | New |
| Dogwood Wealth Management LLC | 94 | $5.78K | 0.00% | +14+17.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $6.13K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $6.13K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 100 | $6.13K | 0.01% | +100 | New |
| Global Retirement Partners, LLC | 108 | $6.63K | 0.00% | +108 | New |
| Farmers & Merchants Investments Inc | 110 | $6.75K | 0.00% | +17+18.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 112 | $6.87K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 116 | $7.12K | 0.00% | +116 | New |
| Asset Dedication, LLC | 126 | $7.73K | 0.00% | +126 | New |
| Iron Horse Wealth Management, LLC | 142 | $8.71K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 148 | $9.00K | 0.00% | +18+13.8% | Added |
| Brown Brothers Harriman & Co | 149 | $9.14K | 0.00% | −250−62.7% | Reduced |
| Private Trust Co NA | 154 | $9.45K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 161 | $9.88K | 0.00% | +161 | New |
| Matrix Trust Co | 177 | $11.0K | 0.00% | −7−3.8% | Reduced |
| Sterling Capital Management LLC | 197 | $12.1K | 0.00% | −6,322−97.0% | Reduced |
| Fortitude Family Office, LLC | 198 | $12.1K | 0.00% | +7+3.7% | Added |
| Toth Financial Advisory Corp | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $12.3K | 0.00% | +200 | New |
| Park Place Capital Corp | 216 | $12.6K | 0.00% | −14−6.1% | Reduced |
| Covestor Ltd | 205 | $13.0K | 0.01% | −109−34.7% | Reduced |
| Whittier Trust Co | 217 | $13.3K | 0.00% | +217 | New |
| Atlantic Union Bankshares Corp | 260 | $15.9K | 0.00% | +260 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 261 | $16.0K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 268 | $16.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 298 | $18.3K | 0.00% | +46+18.3% | Added |
| Whittier Trust Co of Nevada Inc | 301 | $18.5K | 0.00% | −19−5.9% | Reduced |
| Rise Advisors, LLC | 310 | $19.0K | 0.01% | +9+3.0% | Added |
| Massmutual Trust Co FSB | 316 | $19.4K | 0.00% | −47−12.9% | Reduced |
| Medallion Wealth Advisors, LLC | 366 | $21.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 366 | $22.4K | 0.00% | −47−11.4% | Reduced |
| Golden State Wealth Management, LLC | 372 | $22.8K | 0.00% | +360+3,000.0% | Added |
| Ci Investments Inc. | 375 | $23.0K | 0.00% | −31−7.6% | Reduced |
| Farther Finance Advisors, LLC | 383 | $23.5K | 0.00% | −7−1.8% | Reduced |
| Eastern Bank | 400 | $24.5K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 400 | $24.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 415 | $25.5K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 418 | $25.6K | 0.00% | −3−0.7% | Reduced |
| Geneos Wealth Management Inc. | 429 | $26.3K | 0.00% | +9+2.1% | Added |
| Hantz Financial Services, Inc. | 453 | $28.0K | 0.00% | +271+148.9% | Added |
| VSM Wealth Advisory, LLC | 500 | $30.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 522 | $32.0K | 0.00% | +187+55.8% | Added |
| EverSource Wealth Advisors, LLC | 523 | $32.1K | 0.00% | +139+36.2% | Added |
| Parkside Financial Bank & Trust | 602 | $36.9K | 0.00% | +60+11.1% | Added |
| Quarry LP | 627 | $38.5K | 0.01% | −277−30.6% | Reduced |
| Spire Wealth Management | 643 | $39.4K | 0.00% | +28+4.6% | Added |
| Clearstead Advisors, LLC | 665 | $40.8K | 0.00% | +320+92.8% | Added |
| Leonteq Securities AG | 667 | $40.9K | 0.00% | −177−21.0% | Reduced |
| Westside Investment Management, Inc. | 700 | $42.9K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,695 | $45.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 744 | $45.6K | 0.00% | +178+31.4% | Added |
| Larson Financial Group LLC | 772 | $47.4K | 0.00% | −57−6.9% | Reduced |
| Smartleaf Asset Management LLC | 782 | $47.8K | 0.00% | +1+0.1% | Added |
| LRI Investments, LLC | 782 | $48.0K | 0.00% | +26+3.4% | Added |
| Signaturefd, LLC | 876 | $53.7K | 0.00% | +122+16.2% | Added |
| Optimum Investment Advisors | 900 | $55.2K | 0.02% | +100+12.5% | Added |
| Park Square Financial Group, LLC | 966 | $59.3K | 0.04% | −300−23.7% | Reduced |