| Activest Wealth Management | 1 | $18 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $36 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 2 | $36 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 5 | $91 | 0.00% | +5 | New |
| Miller Wealth Advisors, LLC | 8 | $144 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11 | $198 | 0.00% | +11 | New |
| Transce3nd, LLC | 12 | $208 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $343 | 0.00% | −8−29.6% | Reduced |
| WPG Advisers, LLC | 29 | $523 | 0.00% | +29 | New |
| Cassady Schiller Wealth Management, LLC | 32 | $577 | 0.00% | +32 | New |
| New Millennium Group LLC | 35 | $631 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 35 | $632 | 0.00% | −828−95.9% | Reduced |
| Assetmark, Inc | 39 | $703 | 0.00% | +39 | New |
| TD Private Client Wealth LLC | 40 | $721 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $757 | 0.00% | +42 | New |
| Sierra Ocean, LLC | 43 | $775 | 0.00% | +43 | New |
| MV Capital Management, Inc. | 46 | $830 | 0.00% | +46 | New |
| Ronald Blue Trust, Inc. | 64 | $1.15K | 0.00% | −1,298−95.3% | Reduced |
| Parkside Financial Bank & Trust | 71 | $1.28K | 0.00% | −21−22.8% | Reduced |
| Farther Finance Advisors, LLC | 77 | $1.39K | 0.00% | −9−10.5% | Reduced |
| JFS Wealth Advisors, LLC | 80 | $1.44K | 0.00% | −5−5.9% | Reduced |
| CVA Family Office, LLC | 87 | $1.57K | 0.00% | +87 | New |
| Skopos Labs, Inc. | 91 | $1.64K | 0.00% | +2+2.2% | Added |
| Massmutual Trust Co FSB | 92 | $1.66K | 0.00% | −26−22.0% | Reduced |
| Principal Securities, Inc. | 94 | $1.70K | 0.00% | −59−38.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 94 | $1.70K | 0.00% | +94 | New |
| Private Wealth Management Group, LLC | 105 | $1.89K | 0.00% | +105 | New |
| National Bank of Canada | 116 | $2.09K | 0.00% | −96,146−99.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 121 | $2.18K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 138 | $2.49K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 162 | $2.93K | 0.00% | −122−43.0% | Reduced |
| Versant Capital Management, Inc | 164 | $2.96K | 0.00% | −63−27.8% | Reduced |
| Prestige Wealth Management Group LLC | 166 | $2.99K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 189 | $3.00K | 0.00% | −4,195−95.7% | Reduced |
| Hemington Wealth Management | 179 | $3.00K | 0.00% | −50−21.8% | Reduced |
| Solstein Capital, LLC | 168 | $3.03K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 179 | $3.23K | 0.00% | +179 | New |
| Jones Financial Companies LLLP | 185 | $3.34K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 189 | $3.41K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 200 | $3.61K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 204 | $3.67K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 217 | $3.91K | 0.00% | +118+119.2% | Added |
| Spire Wealth Management | 218 | $3.93K | 0.00% | −30−12.1% | Reduced |
| Global Retirement Partners, LLC | 236 | $4.25K | 0.00% | −57−19.5% | Reduced |
| SBI Securities Co., Ltd. | 238 | $4.29K | 0.00% | +238 | New |
| Brown, Lisle/Cummings, Inc. | 300 | $5.41K | 0.00% | −500−62.5% | Reduced |
| Bryn Mawr Trust Co | 300 | $5.41K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 321 | $5.64K | 0.00% | +3+0.9% | Added |
| Atwood & Palmer Inc | 322 | $5.81K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 328 | $5.91K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 309 | $6.00K | 0.00% | −2,725−89.8% | Reduced |
| Peregrine Capital Management LLC | 360 | $6.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 362 | $6.53K | 0.00% | −2,204−85.9% | Reduced |
| Allworth Financial LP | 382 | $6.67K | 0.00% | +175+84.5% | Added |
| EverSource Wealth Advisors, LLC | 385 | $6.94K | 0.00% | +251+187.3% | Added |
| Bessemer Group Inc | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 388 | $7.00K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 390 | $7.03K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 405 | $7.30K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 421 | $7.36K | 0.00% | +14+3.4% | Added |
| Montag A & Associates Inc | 471 | $8.49K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 480 | $8.65K | 0.00% | +480 | New |
| McIlrath & Eck, LLC | 489 | $8.82K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $9.02K | 0.00% | +500 | New |
| Quent Capital, LLC | 507 | $9.14K | 0.00% | −1,052−67.5% | Reduced |
| Bell Investment Advisors, Inc | 543 | $9.79K | 0.00% | +338+164.9% | Added |
| Elequin Capital LP | 569 | $10.3K | 0.00% | +569 | New |
| GPS Wealth Strategies Group, LLC | 617 | $11.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 626 | $11.3K | 0.00% | −32−4.9% | Reduced |
| Synergy Financial Management, LLC | 499 | $12.1K | 0.00% | +499 | New |
| Sugarloaf Wealth Management, LLC | 670 | $12.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 700 | $12.6K | 0.00% | −4,700−87.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 705 | $12.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 783 | $14.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 776 | $14.0K | 0.00% | +776 | New |
| Hexagon Capital Partners LLC | 784 | $14.1K | 0.00% | +141+21.9% | Added |
| Lindbrook Capital, LLC | 805 | $14.5K | 0.00% | +342+73.9% | Added |
| GAMMA Investing LLC | 846 | $15.3K | 0.00% | +406+92.3% | Added |
| Citizens National Bank Trust Department | 900 | $16.2K | 0.00% | −3,000−76.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $18.0K | 0.01% | +1,000 | New |
| Deseret Mutual Benefit Administrators | 1,036 | $18.7K | 0.01% | +280+37.0% | Added |
| IFP Advisors, Inc | 1,086 | $19.6K | 0.00% | +23+2.2% | Added |
| Geneos Wealth Management Inc. | 1,092 | $19.7K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,136 | $20.5K | 0.00% | −80−6.6% | Reduced |
| MAI Capital Management | 1,177 | $21.2K | 0.00% | +1,177 | New |
| Colonial Trust Co | 1,347 | $24.3K | 0.00% | +1,347 | New |
| Brown Brothers Harriman & Co | 1,425 | $25.7K | 0.00% | −74−4.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,442 | $26.0K | 0.00% | −480−25.0% | Reduced |
| Salem Investment Counselors Inc | 1,500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,530 | $27.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,818 | $32.8K | 0.00% | −1,598−46.8% | Reduced |
| R Squared Ltd | 2,210 | $39.8K | 0.04% | +2,210 | New |
| Quadrant Capital Group LLC | 2,232 | $40.2K | 0.00% | +956+74.9% | Added |
| Walleye Trading LLC | 2,255 | $40.7K | 0.00% | +2,255 | New |
| Nomura Asset Management Co Ltd | 2,810 | $50.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 2,870 | $51.7K | 0.00% | +8+0.3% | Added |
| Aster Capital Management (DIFC) Ltd | 3,320 | $59.9K | 0.02% | +3,320 | New |