| Penserra Capital Management LLC | 15 | $0 | 0.00% | +3+25.0% | Added |
| Marshall Investment Management, LLC | 1 | $65 | 0.00% | +1 | New |
| Rhumbline Advisers | 2 | $129 | 0.00% | −1,113−99.8% | Reduced |
| Horizon Investments, LLC | 4 | $258 | 0.00% | −4−50.0% | Reduced |
| Stone House Investment Management, LLC | 4 | $258 | 0.00% | +4 | New |
| Godfrey Financial Associates, Inc. | 7 | $452 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9 | $581 | 0.00% | −18−66.7% | Reduced |
| SJS Investment Consulting Inc. | 9 | $582 | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 10 | $646 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $646 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $646 | 0.00% | +3+42.9% | Added |
| Huntington National Bank | 11 | $710 | 0.00% | +11 | New |
| Buck Wealth Strategies, LLC | 14 | $904 | 0.00% | +14 | New |
| Gold Investment Management Ltd. | 16 | $1.03K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $1.16K | 0.00% | −24−57.1% | Reduced |
| North Star Investment Management Corp. | 19 | $1.23K | 0.00% | +19 | New |
| Golden State Wealth Management, LLC | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $1.31K | 0.00% | +9+81.8% | Added |
| BOK Financial Private Wealth, Inc. | 21 | $1.36K | 0.00% | +21 | New |
| UMA Financial Services, Inc. | 23 | $1.49K | 0.00% | +9+64.3% | Added |
| Financial Consulate, Inc | 23 | $1.49K | 0.00% | +16+228.6% | Added |
| Fairman Group, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 31 | $2.00K | 0.00% | +31 | New |
| Bryn Mawr Trust Co | 33 | $2.13K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 35 | $2.26K | 0.00% | +23+191.7% | Added |
| Cornerstone Financial Management LLC | 37 | $2.39K | 0.00% | +9+32.1% | Added |
| Transamerica Financial Advisors, Inc. | 37 | $2.39K | 0.00% | +37 | New |
| WealthCollab, LLC | 53 | $3.42K | 0.00% | −183−77.5% | Reduced |
| Central Trust Co | 56 | $3.62K | 0.00% | −28−33.3% | Reduced |
| Simplex Trading, LLC | 63 | $4.07K | 0.00% | +63 | New |
| Pinnacle Wealth Planning Services, Inc. | 71 | $4.58K | 0.00% | +59+491.7% | Added |
| Wall Street Access Asset Management, LLC | 77 | $4.97K | 0.00% | +77 | New |
| True Wealth Design, LLC | 83 | $5.36K | 0.00% | −39−32.0% | Reduced |
| Larson Financial Group LLC | 94 | $6.07K | 0.00% | −159−62.8% | Reduced |
| Smartleaf Asset Management LLC | 97 | $6.18K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 97 | $6.26K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 103 | $6.65K | 0.00% | −277−72.9% | Reduced |
| LRI Investments, LLC | 104 | $6.72K | 0.00% | +104 | New |
| Action Point Financial Planning, LLC | 109 | $6.84K | 0.00% | +109 | New |
| Bogart Wealth, LLC | 107 | $6.91K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 110 | $7.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 113 | $7.30K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 118 | $7.62K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 127 | $8.20K | 0.00% | +15+13.4% | Added |
| Silver Grove Financial Group, Inc. | 139 | $8.97K | 0.00% | +139 | New |
| IFG Advisory, LLC | 143 | $9.23K | 0.00% | +143 | New |
| Private Wealth Asset Management, LLC | 150 | $9.69K | 0.00% | +150 | New |
| BNP Paribas | 168 | $10.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 180 | $11.6K | 0.00% | +101+127.8% | Added |
| ZRC Wealth Management, LLC | 212 | $13.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 219 | $14.1K | 0.00% | +150+217.4% | Added |
| Bare Financial Services, Inc | 223 | $14.4K | 0.00% | +122+120.8% | Added |
| Burk Holdings LLC | 237 | $15.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 240 | $15.5K | 0.00% | +138+135.3% | Added |
| Basecamp Wealth Advisors LLC | 272 | $17.6K | 0.00% | −300−52.4% | Reduced |
| Manchester Capital Management LLC | 284 | $18.3K | 0.00% | −76−21.1% | Reduced |
| Medallion Wealth Advisors, LLC | 306 | $19.8K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 311 | $20.1K | 0.00% | +6+2.0% | Added |
| Tower Research Capital LLC (TRC) | 321 | $20.7K | 0.00% | −5,468−94.5% | Reduced |
| UBS Asset Management Americas Inc | 404 | $26.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 407 | $26.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 424 | $27.4K | 0.00% | −1,209−74.0% | Reduced |
| Hollencrest Capital Management | 429 | $27.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 309 | $28.3K | 0.00% | −666−68.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $28.3K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 541 | $34.9K | 0.00% | −289−34.8% | Reduced |
| Danske Bank A/S | 562 | $36.2K | 0.00% | −1,759−75.8% | Reduced |
| Gill Capital Partners, LLC | 600 | $38.7K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 710 | $45.8K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 824 | $53.2K | 0.00% | +584+243.3% | Added |
| EverSource Wealth Advisors, LLC | 865 | $55.9K | 0.00% | −469−35.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 900 | $58.2K | 0.00% | −4,166−82.2% | Reduced |
| Gen-Wealth Partners Inc | 919 | $59.3K | 0.02% | −604−39.7% | Reduced |
| Ancora Advisors, LLC | 1,000 | $64.6K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,010 | $65.2K | 0.00% | −200−16.5% | Reduced |
| Wellington-Altus USA Inc. | 895 | $65.4K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,104 | $71.3K | 0.00% | −295−21.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,113 | $71.9K | 0.00% | −901−44.7% | Reduced |
| Parallel Advisors, LLC | 1,207 | $77.9K | 0.00% | +610+102.2% | Added |
| Dixon Mitchell Investment Counsel Inc. | 1,212 | $78.3K | 0.00% | −606−33.3% | Reduced |
| Chilton Capital Management LLC | 1,232 | $79.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,252 | $80.8K | 0.00% | +1,101+729.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,259 | $81.3K | 0.00% | +4+0.3% | Added |
| Caitong International Asset Management Co., Ltd | 1,409 | $91.0K | 0.01% | +959+213.1% | Added |
| Advisor Group Holdings, Inc. | 1,413 | $91.3K | 0.00% | +131+10.2% | Added |
| Assetmark, Inc | 1,442 | $93.1K | 0.00% | −17−1.2% | Reduced |
| Hughes Financial Services, LLC | 1,484 | $95.8K | 0.01% | −107−6.7% | Reduced |
| New Vernon Capital Holdings II LLC | 1,552 | $100.3K | 0.06% | +1,079+228.1% | Added |
| Versant Capital Management, Inc | 1,563 | $101.0K | 0.01% | −605−27.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,612 | $104.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,662 | $107.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,877 | $121.2K | 0.00% | −762−28.9% | Reduced |
| Westerkirk Capital Inc. | 2,033 | $131.3K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,196 | $141.8K | 0.00% | +80+3.8% | Added |
| Lloyd Advisory Services, LLC. | 2,296 | $148.3K | 0.06% | +2,296 | New |
| Allworth Financial LP | 2,503 | $161.6K | 0.00% | +10.0% | Added |
| Intech Investment Management LLC | 3,185 | $205.8K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,259 | $210.0K | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,347 | $216.1K | 0.00% | −99−2.9% | Reduced |
| Sigma Planning Corp | 3,351 | $216.4K | 0.01% | +4+0.1% | Added |
