| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 7 | $0 | 0.00% | +7 | New |
| Navigoe, LLC | 11 | $0 | 0.00% | +11 | New |
| PenderFund Capital Management Ltd. | 1 | $24 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 2 | $49 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $88 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $121 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $145 | 0.00% | +4+200.0% | Added |
| TD Waterhouse Canada Inc. | 6 | $147 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $147 | 0.00% | +6 | New |
| Abound Wealth Management | 8 | $194 | 0.00% | −3−27.3% | Reduced |
| Fairman Group, LLC | 9 | $218 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10 | $242 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10 | $242 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 10 | $242 | 0.00% | +10 | New |
| LRI Investments, LLC | 11 | $266 | 0.00% | +11 | New |
| Caitong International Asset Management Co., Ltd | 13 | $314 | 0.00% | −3−18.8% | Reduced |
| Zions Bancorporation, National Association | 14 | $339 | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 17 | $419 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 24 | $581 | 0.00% | +12+100.0% | Added |
| Rialto Wealth Management, LLC | 26 | $629 | 0.00% | +2+8.3% | Added |
| Bay Harbor Wealth Management, LLC | 27 | $653 | 0.00% | +1+3.8% | Added |
| Financial Consulate, Inc | 30 | $726 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $871 | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 41 | $992 | 0.00% | +41 | New |
| Transamerica Financial Advisors, Inc. | 44 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $1.09K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 45 | $1.09K | 0.00% | +6+15.4% | Added |
| Gilpin Wealth Management, LLC | 47 | $1.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 47 | $1.14K | 0.00% | +10+27.0% | Added |
| North Star Investment Management Corp. | 50 | $1.21K | 0.00% | +22+78.6% | Added |
| International Assets Investment Management, LLC | 52 | $1.27K | 0.00% | +37+246.7% | Added |
| UMA Financial Services, Inc. | 57 | $1.38K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 57 | $1.38K | 0.00% | +3+5.6% | Added |
| Creative Capital Management Investments LLC | 57 | $1.38K | 0.00% | +57 | New |
| Noble Wealth Management PBC | 57 | $1.38K | 0.00% | +57 | New |
| Farmers & Merchants Investments Inc | 75 | $1.81K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $1.94K | 0.00% | +71+788.9% | Added |
| Plante Moran Financial Advisors, LLC | 80 | $1.94K | 0.00% | +80 | New |
| Ankerstar Wealth, LLC | 83 | $2.01K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 87 | $2.10K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 89 | $2.15K | 0.00% | +11+14.1% | Added |
| SBI Securities Co., Ltd. | 96 | $2.32K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 96 | $2.32K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $2.42K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $2.42K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 102 | $2.42K | 0.00% | +102 | New |
| Valued Wealth Advisors LLC | 124 | $3.00K | 0.00% | +124 | New |
| Assetmark, Inc | 139 | $3.36K | 0.00% | −10−6.7% | Reduced |
| Quarry LP | 160 | $3.87K | 0.00% | −175−52.2% | Reduced |
| JFS Wealth Advisors, LLC | 172 | $4.16K | 0.00% | −1,529−89.9% | Reduced |
| True Wealth Design, LLC | 173 | $4.18K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 198 | $4.79K | 0.00% | +64+47.8% | Added |
| Manchester Capital Management LLC | 201 | $4.86K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 208 | $5.03K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 211 | $5.10K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 232 | $5.61K | 0.00% | +232 | New |
| Stone House Investment Management, LLC | 242 | $5.85K | 0.00% | +242 | New |
| CVA Family Office, LLC | 265 | $6.41K | 0.00% | +101+61.6% | Added |
| GWM Advisors LLC | 266 | $6.43K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 268 | $6.48K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 290 | $7.02K | 0.00% | +254+705.6% | Added |
| Danske Bank A/S | 400 | $9.68K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 418 | $10.1K | 0.00% | +418 | New |
| Manning & Napier Advisors LLC | 438 | $10.6K | 0.00% | +96+28.1% | Added |
| JPL Wealth Management, LLC | 443 | $10.7K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 454 | $11.0K | 0.00% | +24+5.6% | Added |
| Massmutual Trust Co FSB | 480 | $11.6K | 0.00% | +480 | New |
| Rothschild Investment LLC | 490 | $11.9K | 0.00% | −2−0.4% | Reduced |
| Parkside Financial Bank & Trust | 536 | $13.0K | 0.00% | −168−23.9% | Reduced |
| Accent Capital Management, LLC | 553 | $13.4K | 0.01% | +130+30.7% | Added |
| Meeder Asset Management Inc | 589 | $14.2K | 0.00% | +589 | New |
| Salem Investment Counselors Inc | 600 | $14.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 642 | $15.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 768 | $18.6K | 0.00% | +375+95.4% | Added |
| Nomura Asset Management Co Ltd | 850 | $20.6K | 0.00% | −1,350−61.4% | Reduced |
| EverSource Wealth Advisors, LLC | 871 | $21.1K | 0.00% | −489−36.0% | Reduced |
| CrossGen Wealth, LLC | 909 | $22.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 932 | $22.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 954 | $23.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,050 | $25.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,071 | $25.9K | 0.00% | +65+6.5% | Added |
| Federation des caisses Desjardins du Quebec | 1,100 | $26.6K | 0.00% | +1,100 | New |
| Rockefeller Capital Management L.P. | 1,129 | $27.3K | 0.00% | −32−2.8% | Reduced |
| Planning Strategies Inc. | 1,238 | $29.9K | 0.02% | +1,238 | New |
| Kemnay Advisory Services Inc. | 1,316 | $31.8K | 0.00% | +241+22.4% | Added |
| Axiom Investment Management LLC | 1,400 | $33.9K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,531 | $37.0K | 0.00% | +1,531 | New |
| Harbor Capital Advisors, Inc. | 1,588 | $38.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,655 | $40.0K | 0.04% | +1,655 | New |
| V-Square Quantitative Management LLC | 1,710 | $41.4K | 0.00% | +299+21.2% | Added |
| PFS Partners, LLC | 1,711 | $41.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,885 | $46.0K | 0.03% | −692−26.9% | Reduced |
| Signaturefd, LLC | 2,078 | $50.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,217 | $53.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,252 | $54.5K | 0.00% | +1,127+100.2% | Added |
| Parallel Advisors, LLC | 2,262 | $54.7K | 0.00% | +359+18.9% | Added |
| US Bancorp | 2,591 | $62.7K | 0.00% | −856−24.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,611 | $63.2K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 2,657 | $64.3K | 0.04% | +23+0.9% | Added |