| Acadian Asset Management LLC | 15 | $0 | 0.00% | −10,023−99.9% | Reduced |
| Cloud Capital Management, LLC | 20 | $0 | 0.00% | +20 | New |
| Beacon Capital Management, Inc. | 0 | $9 | 0.00% | −1−100.0% | Reduced |
| Raleigh Capital Management Inc. | 0 | $17 | 0.00% | −10−100.0% | Reduced |
| MV Capital Management, Inc. | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $126 | 0.00% | +3 | New |
| Palisade Asset Management, LLC | 4 | $168 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 6 | $252 | 0.00% | +3+100.0% | Added |
| ESL Trust Services, LLC | 7 | $293 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 8 | $335 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $336 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9 | $377 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $377 | 0.00% | +3+50.0% | Added |
| Financial Consulate, Inc | 10 | $419 | 0.00% | +10 | New |
| First Command Advisory Services, Inc. | 11 | $461 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 13 | $545 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 14 | $586 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $596 | 0.00% | −39−73.6% | Reduced |
| Cromwell Holdings LLC | 18 | $755 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 22 | $921 | 0.00% | +22 | New |
| Avion Wealth | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 24 | $1.01K | 0.00% | +24 | New |
| South State Corp. | 28 | $1.17K | 0.00% | −500−94.7% | Reduced |
| UMA Financial Services, Inc. | 29 | $1.22K | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 27 | $1.23K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 38 | $1.59K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 39 | $1.63K | 0.00% | +39 | New |
| JPL Wealth Management, LLC | 39 | $1.63K | 0.00% | +39 | New |
| Sunbelt Securities, Inc. | 43 | $1.80K | 0.00% | +43 | New |
| Bayforest Capital Ltd | 49 | $2.05K | 0.00% | −8,975−99.5% | Reduced |
| Fortitude Family Office, LLC | 52 | $2.18K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 55 | $2.30K | 0.00% | +55 | New |
| Bare Financial Services, Inc | 55 | $2.30K | 0.00% | +55 | New |
| GPS Wealth Strategies Group, LLC | 56 | $2.34K | 0.00% | −56−50.0% | Reduced |
| Wealth Watch Advisors, INC | 66 | $2.77K | 0.00% | +66 | New |
| High Note Wealth, LLC | 94 | $3.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 97 | $4.06K | 0.00% | −7−6.7% | Reduced |
| Eastern Bank | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 101 | $4.23K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 109 | $4.56K | 0.00% | +66+153.5% | Added |
| Harbour Investments, Inc. | 122 | $5.11K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 134 | $5.61K | 0.00% | +97+262.2% | Added |
| Farmers & Merchants Investments Inc | 135 | $5.66K | 0.00% | +7+5.5% | Added |
| ZRC Wealth Management, LLC | 135 | $5.66K | 0.00% | +135 | New |
| Parkside Financial Bank & Trust | 167 | $7.00K | 0.00% | +144+626.1% | Added |
| Banque Cantonale Vaudoise | 179 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 174 | $7.29K | 0.00% | −416−70.5% | Reduced |
| AdvisorNet Financial, Inc | 175 | $7.33K | 0.00% | +175 | New |
| Bessemer Group Inc | 186 | $8.00K | 0.00% | +38+25.7% | Added |
| Ameritas Advisory Services, LLC | 205 | $8.59K | 0.00% | −12−5.5% | Reduced |
| J.Safra Asset Management Corp | 209 | $8.76K | 0.00% | −1,003−82.8% | Reduced |
| Hemington Wealth Management | 223 | $9.00K | 0.00% | +9+4.2% | Added |
| Salomon & Ludwin, LLC | 228 | $9.40K | 0.00% | −7−3.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 225 | $9.43K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 261 | $10.9K | 0.00% | +19+7.9% | Added |
| Rise Advisors, LLC | 338 | $14.2K | 0.01% | +2+0.6% | Added |
| Root Financial Partners, LLC | 376 | $15.8K | 0.00% | +376 | New |
| Hantz Financial Services, Inc. | 393 | $16.0K | 0.00% | +224+132.5% | Added |
| CIBC Private Wealth Group, LLC | 417 | $17.5K | 0.00% | +68+19.5% | Added |
| Caitlin John, LLC | 432 | $18.1K | 0.01% | +432 | New |
| Park Square Financial Group, LLC | 462 | $19.4K | 0.08% | +167+56.6% | Added |
| Mather Group, LLC. | 465 | $19.5K | 0.00% | +465 | New |
| Princeton Global Asset Management LLC | 500 | $20.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 515 | $21.6K | 0.01% | +515 | New |
| Jones Financial Companies LLLP | 518 | $21.8K | 0.00% | +197+61.4% | Added |
| Northwestern Mutual Wealth Management Co | 558 | $23.4K | 0.00% | +57+11.4% | Added |
| WPG Advisers, LLC | 583 | $24.4K | 0.02% | +541+1,288.1% | Added |
| Private Trust Co NA | 636 | $26.6K | 0.00% | +499+364.2% | Added |
| Cornerstone Planning Group LLC | 708 | $27.0K | 0.00% | +127+21.9% | Added |
| Quent Capital, LLC | 653 | $27.4K | 0.00% | +653 | New |
| Westside Investment Management, Inc. | 678 | $28.4K | 0.00% | +447+193.5% | Added |
| ISAM Funds (UK) Ltd | 684 | $28.7K | 0.01% | +684 | New |
| Wealthspire Advisors, LLC | 688 | $28.8K | 0.00% | +688 | New |
| Johnson Financial Group, Inc. | 692 | $29.0K | 0.00% | +692 | New |
| Shell Asset Management Co | 781 | $33.0K | 0.00% | +781 | New |
| PenderFund Capital Management Ltd. | 811 | $34.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 823 | $34.5K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 922 | $38.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 924 | $38.7K | 0.00% | +18+2.0% | Added |
| Ci Investments Inc. | 922 | $39.0K | 0.00% | +143+18.4% | Added |
| Strategic Wealth Partners, Ltd. | 1,001 | $41.9K | 0.00% | +1,001 | New |
| Nomura Asset Management Co Ltd | 1,070 | $44.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,075 | $45.0K | 0.00% | +693+181.4% | Added |
| Abich Financial Wealth Management LLC | 1,155 | $48.4K | 0.02% | +1,155 | New |
| SJS Investment Consulting Inc. | 1,163 | $48.7K | 0.01% | +1,148+7,653.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,165 | $48.8K | 0.00% | +1,165 | New |
| Global X Japan Co., Ltd. | 1,190 | $49.8K | 0.00% | +295+33.0% | Added |
| Advisory Services Network, LLC | 1,285 | $53.8K | 0.00% | +1,285 | New |
| Smartleaf Asset Management LLC | 1,381 | $58.2K | 0.00% | +302+28.0% | Added |
| Rockefeller Capital Management L.P. | 1,405 | $58.9K | 0.00% | +1,405 | New |
| Allworth Financial LP | 1,480 | $62.0K | 0.00% | +1,123+314.6% | Added |
| Umb Bank N A | 1,554 | $65.1K | 0.00% | +95+6.5% | Added |
| Richardson Financial Services Inc. | 1,623 | $68.0K | 0.04% | +1,234+317.2% | Added |
| MAI Capital Management | 1,658 | $69.4K | 0.00% | −817−33.0% | Reduced |
| True Wealth Design, LLC | 1,668 | $69.9K | 0.02% | +1,501+898.8% | Added |
| Quarry LP | 1,733 | $72.6K | 0.02% | +1,640+1,763.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,853 | $78.0K | 0.00% | +89+5.0% | Added |
| City State Bank | 1,871 | $78.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 2,205 | $92.0K | 0.05% | +1,319+148.9% | Added |
| TFC Financial Management | 2,264 | $94.8K | 0.01% | 00.0% | Unchanged |
