| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $72 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2 | $143 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2 | $143 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $143 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2 | $143 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 3 | $215 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 3 | $215 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $215 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $287 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $358 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $358 | 0.00% | +1+25.0% | Added |
| Elyxium Wealth, LLC | 5 | $358 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 6 | $430 | 0.00% | +1+20.0% | Added |
| Bare Financial Services, Inc | 7 | $501 | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 8 | $573 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $644 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $645 | 0.00% | −151−94.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $645 | 0.00% | +2+28.6% | Added |
| Whittier Trust Co of Nevada Inc | 11 | $874 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $1.00K | 0.00% | +2+16.7% | Added |
| CVA Family Office, LLC | 15 | $1.07K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $1.22K | 0.00% | +17 | New |
| Sunbelt Securities, Inc. | 18 | $1.29K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18 | $1.29K | 0.00% | +18 | New |
| Ronald Blue Trust, Inc. | 19 | $1.36K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 19 | $1.36K | 0.00% | +19 | New |
| Rakuten Securities, Inc. | 20 | $1.43K | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 21 | $1.50K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 21 | $1.50K | 0.00% | +21 | New |
| Nisa Investment Advisors, LLC | 24 | $1.72K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 27 | $1.93K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 29 | $2.08K | 0.00% | −1−3.3% | Reduced |
| SBI Securities Co., Ltd. | 32 | $2.29K | 0.00% | +2+6.7% | Added |
| JFS Wealth Advisors, LLC | 33 | $2.36K | 0.00% | +16+94.1% | Added |
| HHM Wealth Advisors, LLC | 35 | $2.51K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 35 | $2.51K | 0.00% | +35 | New |
| UMA Financial Services, Inc. | 36 | $2.58K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 39 | $2.79K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $2.79K | 0.00% | +27+225.0% | Added |
| SageView Advisory Group, LLC | 45 | $3.22K | 0.00% | +45 | New |
| Caitlin John, LLC | 47 | $3.37K | 0.00% | +47 | New |
| Parkside Financial Bank & Trust | 47 | $3.37K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 50 | $3.58K | 0.00% | −9−15.3% | Reduced |
| Optima Capital LLC | 54 | $3.87K | 0.00% | +54 | New |
| Smartleaf Asset Management LLC | 57 | $4.15K | 0.00% | +17+42.5% | Added |
| Basecamp Wealth Advisors LLC | 64 | $4.58K | 0.00% | +64 | New |
| First Pacific Financial | 67 | $4.80K | 0.00% | +67 | New |
| Quent Capital, LLC | 68 | $4.87K | 0.00% | −69−50.4% | Reduced |
| Bessemer Group Inc | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 75 | $5.37K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 84 | $6.01K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 90 | $6.44K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 98 | $7.02K | 0.00% | +49+100.0% | Added |
| SRS Capital Advisors, Inc. | 98 | $7.02K | 0.00% | −14,691−99.3% | Reduced |
| Hager Investment Management Services, LLC | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 107 | $7.66K | 0.00% | +50+87.7% | Added |
| Torren Management, LLC | 109 | $7.80K | 0.00% | +109 | New |
| IFP Advisors, Inc | 150 | $10.7K | 0.00% | +2+1.4% | Added |
| Massmutual Trust Co FSB | 151 | $10.8K | 0.00% | −7−4.4% | Reduced |
| Advisor Group Holdings, Inc. | 152 | $10.9K | 0.00% | +6+4.1% | Added |
| Los Angeles Capital Management LLC | 131 | $11.0K | 0.00% | +131 | New |
| Root Financial Partners, LLC | 162 | $11.6K | 0.00% | +24+17.4% | Added |
| MAI Capital Management | 177 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 220 | $15.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 248 | $17.8K | 0.00% | +4+1.6% | Added |
| Covestor Ltd | 245 | $18.0K | 0.01% | −62−20.2% | Reduced |
| AdvisorNet Financial, Inc | 255 | $18.3K | 0.00% | +58+29.4% | Added |
| Fifth Third Bancorp | 322 | $23.1K | 0.00% | −7−2.1% | Reduced |
| Crewe Advisors LLC | 325 | $23.3K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 339 | $24.0K | 0.00% | +98+40.7% | Added |
| Versant Capital Management, Inc | 343 | $24.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 387 | $27.7K | 0.00% | −19−4.7% | Reduced |
| Nomura Asset Management Co Ltd | 430 | $30.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 455 | $32.6K | 0.01% | +295+184.4% | Added |
| True Wealth Design, LLC | 468 | $33.5K | 0.01% | −1−0.2% | Reduced |
| Umb Bank N A | 538 | $38.5K | 0.00% | −2−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 552 | $39.5K | 0.00% | +166+43.0% | Added |
| STRS Ohio | 591 | $42.3K | 0.00% | −7−1.2% | Reduced |
| Global Retirement Partners, LLC | 677 | $48.5K | 0.00% | +549+428.9% | Added |
| Hantz Financial Services, Inc. | 684 | $49.0K | 0.00% | +526+332.9% | Added |
| EverSource Wealth Advisors, LLC | 782 | $56.0K | 0.00% | −27−3.3% | Reduced |
| Quadrant Capital Group LLC | 812 | $58.1K | 0.00% | +50+6.6% | Added |
| Signaturefd, LLC | 816 | $58.4K | 0.00% | +52+6.8% | Added |
| Eurizon Capital SGR S.p.A. | 938 | $67.2K | 0.00% | +938 | New |
| Ensign Peak Advisors, Inc | 962 | $68.9K | 0.00% | −4,200−81.4% | Reduced |
| KBC Group NV | 1,105 | $79.0K | 0.00% | +391+54.8% | Added |
| Parallel Advisors, LLC | 1,123 | $80.4K | 0.00% | +3+0.3% | Added |
| Kestra Advisory Services, LLC | 1,145 | $82.0K | 0.00% | +1,145 | New |
| Atlantic Union Bankshares Corp | 1,300 | $93.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,322 | $94.7K | 0.03% | −7−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,372 | $98.2K | 0.00% | −592−30.1% | Reduced |
| Allworth Financial LP | 1,403 | $100.5K | 0.00% | −46−3.2% | Reduced |
| Sterling Capital Management LLC | 1,461 | $104.6K | 0.00% | −84−5.4% | Reduced |
| GAMMA Investing LLC | 1,684 | $120.6K | 0.01% | −37−2.1% | Reduced |
| Assetmark, Inc | 1,820 | $130.3K | 0.00% | +116+6.8% | Added |
| The PNC Financial Services Group, Inc. | 1,833 | $131.2K | 0.00% | +77+4.4% | Added |