| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 1 | $142 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $142 | 0.00% | +1 | New |
| Rothschild Investment LLC | 2 | $284 | 0.00% | −5−71.4% | Reduced |
| Quaker Wealth Management, LLC | 2 | $284 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $284 | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $284 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $284 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $284 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 3 | $426 | 0.00% | +1+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $567 | 0.00% | +1+33.3% | Added |
| SJS Investment Consulting Inc. | 5 | $710 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 5 | $710 | 0.00% | +5 | New |
| Cromwell Holdings LLC | 6 | $852 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $994 | 0.00% | +4+133.3% | Added |
| Park Place Capital Corp | 10 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 12 | $1.70K | 0.00% | +2+20.0% | Added |
| CBIZ Investment Advisory Services, LLC | 12 | $1.70K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 13 | $1.84K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 13 | $1.89K | 0.00% | +2+18.2% | Added |
| Optiver Holding B.V. | 14 | $1.99K | 0.00% | −126−90.0% | Reduced |
| Hughes Financial Services, LLC | 14 | $2.19K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 16 | $2.27K | 0.00% | −6−27.3% | Reduced |
| Fortitude Family Office, LLC | 17 | $2.41K | 0.00% | +4+30.8% | Added |
| First Horizon Corp | 17 | $2.41K | 0.00% | +17 | New |
| Ronald Blue Trust, Inc. | 19 | $2.70K | 0.00% | −101−84.2% | Reduced |
| Cape Investment Advisory, Inc. | 19 | $2.70K | 0.00% | −1−5.0% | Reduced |
| Global Retirement Partners, LLC | 20 | $2.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $2.84K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $2.84K | 0.00% | +5+33.3% | Added |
| Truvestments Capital LLC | 26 | $3.69K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 31 | $4.40K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 33 | $4.68K | 0.00% | +16+94.1% | Added |
| Farmers & Merchants Investments Inc | 34 | $4.83K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 34 | $4.83K | 0.00% | +34 | New |
| Harel Insurance Investments & Financial Services Ltd. | 34 | $5.00K | 0.00% | −8−19.0% | Reduced |
| Clearstead Advisors, LLC | 36 | $5.11K | 0.00% | −102−73.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 37 | $5.25K | 0.00% | +37 | New |
| Guerra Advisors Inc | 37 | $5.29K | 0.00% | +37 | New |
| Point72 (DIFC) Ltd | 38 | $5.44K | 0.00% | −6,483−99.4% | Reduced |
| Archer Investment Corp | 40 | $5.68K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 43 | $6.10K | 0.00% | −2−4.4% | Reduced |
| Webster Bank, N. A. | 43 | $6.10K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 46 | $6.53K | 0.00% | +46 | New |
| Spire Wealth Management | 50 | $7.10K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 50 | $7.10K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 52 | $7.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $7.67K | 0.00% | −12−18.2% | Reduced |
| Hemington Wealth Management | 58 | $8.00K | 0.00% | +3+5.5% | Added |
| Atlantic Trust, LLC | 59 | $8.37K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $8.86K | 0.00% | +4+6.9% | Added |
| Millstone Evans Group, LLC | 68 | $9.65K | 0.01% | +68 | New |
| Root Financial Partners, LLC | 79 | $11.2K | 0.00% | +79 | New |
| Mirae Asset Global Investments Co., Ltd. | 83 | $11.8K | 0.00% | +63+315.0% | Added |
| Rise Advisors, LLC | 85 | $12.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 87 | $12.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 95 | $13.5K | 0.00% | +95 | New |
| Marshall Wace, LLP | 100 | $14.2K | 0.00% | −128,103−99.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 100 | $14.2K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 98 | $14.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 103 | $14.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 113 | $16.0K | 0.00% | +113 | New |
| Sunbelt Securities, Inc. | 125 | $17.7K | 0.00% | +102+443.5% | Added |
| Parkside Financial Bank & Trust | 136 | $19.3K | 0.00% | +10+7.9% | Added |
| Covestor Ltd | 142 | $20.0K | 0.01% | −29−17.0% | Reduced |
| Salomon & Ludwin, LLC | 144 | $21.2K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 152 | $21.5K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 162 | $23.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 169 | $24.0K | 0.00% | +82+94.3% | Added |
| Johnson Financial Group, Inc. | 176 | $25.0K | 0.00% | +144+450.0% | Added |
| Capital Advisors, Ltd. LLC | 174 | $25.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $28.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 216 | $30.7K | 0.00% | +107+98.2% | Added |
| Ci Investments Inc. | 222 | $32.0K | 0.00% | −47−17.5% | Reduced |
| Massmutual Trust Co FSB | 236 | $33.5K | 0.00% | −3−1.3% | Reduced |
| MAI Capital Management | 237 | $33.6K | 0.00% | −33−12.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 241 | $34.2K | 0.01% | +241 | New |
| Quent Capital, LLC | 241 | $34.2K | 0.00% | +241 | New |
| Smartleaf Asset Management LLC | 274 | $39.6K | 0.00% | +109+66.1% | Added |
| Parallel Advisors, LLC | 362 | $51.4K | 0.00% | −9−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 387 | $54.9K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 388 | $55.1K | 0.00% | −12−3.0% | Reduced |
| Harbour Investments, Inc. | 399 | $56.6K | 0.00% | +9+2.3% | Added |
| Umb Bank N A | 404 | $57.3K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 405 | $57.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 408 | $57.9K | 0.01% | +34+9.1% | Added |
| Allworth Financial LP | 483 | $68.6K | 0.00% | +73+17.8% | Added |
| Nisa Investment Advisors, LLC | 518 | $73.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 559 | $79.3K | 0.00% | +423+311.0% | Added |
| Quarry LP | 565 | $80.2K | 0.02% | +202+55.6% | Added |
| Aventura Private Wealth, LLC | 565 | $80.2K | 0.03% | +565 | New |
| Signaturefd, LLC | 589 | $83.6K | 0.00% | +8+1.4% | Added |
| Siemens Fonds Invest GmbH | 593 | $84.2K | 0.00% | +113+23.5% | Added |
| SBI Securities Co., Ltd. | 612 | $86.9K | 0.00% | −20−3.2% | Reduced |
| Clear Street Markets LLC | 622 | $88.3K | 0.03% | +622 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 632 | $89.8K | 0.01% | −2,298−78.4% | Reduced |
| Hantz Financial Services, Inc. | 644 | $91.0K | 0.00% | +272+73.1% | Added |
| TD Waterhouse Canada Inc. | 655 | $94.6K | 0.00% | 00.0% | Unchanged |