| Caitong International Asset Management Co., Ltd | 1 | $81 | 0.00% | −26−96.3% | Reduced |
| TFC Financial Management | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $111 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $162 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $162 | 0.00% | +2 | New |
| Bangor Savings Bank | 3 | $242 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $243 | 0.00% | −2−40.0% | Reduced |
| Financial Management Professionals, Inc. | 4 | $323 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $323 | 0.00% | +3+300.0% | Added |
| Signature Resources Capital Management, LLC | 4 | $323 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $324 | 0.00% | +4 | New |
| Sachetta, LLC | 5 | $404 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $484 | 0.00% | +2+50.0% | Added |
| USA Financial Portformulas Corp | 6 | $485 | 0.00% | +6 | New |
| Basecamp Wealth Advisors LLC | 6 | $485 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 7 | $566 | 0.00% | −6−46.2% | Reduced |
| N.E.W. Advisory Services LLC | 9 | $727 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $727 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $727 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $808 | 0.00% | −5−33.3% | Reduced |
| Cornerstone Financial Management LLC | 10 | $808 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $889 | 0.00% | −1−8.3% | Reduced |
| Rothschild Investment LLC | 13 | $1.05K | 0.00% | +13 | New |
| Parkside Financial Bank & Trust | 15 | $1.21K | 0.00% | −1−6.3% | Reduced |
| Curio Wealth, LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 16 | $1.29K | 0.00% | −9−36.0% | Reduced |
| Legacy Wealth Managment, LLC | 17 | $1.37K | 0.00% | +14+466.7% | Added |
| ORG Partners LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 23 | $1.86K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25 | $2.02K | 0.00% | −7,921−99.7% | Reduced |
| Bell Investment Advisors, Inc | 27 | $2.18K | 0.00% | −72−72.7% | Reduced |
| Torren Management, LLC | 27 | $2.18K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 27 | $2.20K | 0.00% | −2−6.9% | Reduced |
| Westside Investment Management, Inc. | 28 | $2.26K | 0.00% | +28 | New |
| Keating Financial Advisory Services, Inc. | 32 | $2.58K | 0.00% | +32 | New |
| CVA Family Office, LLC | 35 | $2.83K | 0.00% | −5−12.5% | Reduced |
| Meeder Asset Management Inc | 37 | $2.99K | 0.00% | +37 | New |
| Flagship Harbor Advisors, LLC | 40 | $3.23K | 0.00% | +40 | New |
| Massmutual Trust Co FSB | 42 | $3.39K | 0.00% | +8+23.5% | Added |
| Manning & Napier Advisors LLC | 43 | $3.54K | 0.00% | +43 | New |
| Capital Advisors, Ltd. LLC | 50 | $4.00K | 0.00% | +1+2.0% | Added |
| WealthCollab, LLC | 50 | $4.04K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $4.36K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 59 | $4.76K | 0.00% | +2+3.5% | Added |
| Allworth Financial LP | 63 | $5.09K | 0.00% | −53−45.7% | Reduced |
| Davis Capital Management | 63 | $5.09K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 65 | $5.25K | 0.00% | +30+85.7% | Added |
| Global Retirement Partners, LLC | 66 | $5.33K | 0.00% | +57+633.3% | Added |
| Itau Unibanco Holding S.A. | 74 | $5.98K | 0.00% | +9+13.8% | Added |
| Activest Wealth Management | 75 | $6.06K | 0.00% | −125−62.5% | Reduced |
| SageView Advisory Group, LLC | 79 | $6.39K | 0.00% | +79 | New |
| JFS Wealth Advisors, LLC | 80 | $6.46K | 0.00% | +21+35.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86 | $7.03K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 88 | $7.11K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $8.08K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 101 | $8.16K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 110 | $8.88K | 0.00% | +1+0.9% | Added |
| Johnson Financial Group, Inc. | 114 | $9.21K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 115 | $9.29K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 116 | $9.36K | 0.00% | +25+27.5% | Added |
| American National Bank | 117 | $9.45K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 120 | $9.69K | 0.00% | +120 | New |
| Parallel Advisors, LLC | 125 | $10.1K | 0.00% | −20−13.8% | Reduced |
| Huntington National Bank | 130 | $10.5K | 0.00% | +58+80.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 142 | $11.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 142 | $11.5K | 0.00% | +142 | New |
| Root Financial Partners, LLC | 156 | $12.6K | 0.00% | −42−21.2% | Reduced |
| Elyxium Wealth, LLC | 167 | $13.5K | 0.00% | +167 | New |
| Bessemer Group Inc | 189 | $14.0K | 0.00% | −27−12.5% | Reduced |
| Quent Capital, LLC | 180 | $14.5K | 0.00% | +6+3.4% | Added |
| TD Private Client Wealth LLC | 198 | $16.0K | 0.00% | +1+0.5% | Added |
| Clearstead Advisors, LLC | 213 | $17.2K | 0.00% | +127+147.7% | Added |
| Whittier Trust Co | 210 | $17.9K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 240 | $19.4K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 252 | $20.3K | 0.01% | +252 | New |
| Smartleaf Asset Management LLC | 274 | $22.6K | 0.00% | +18+7.0% | Added |
| Quest Partners LLC | 281 | $22.7K | 0.00% | +172+157.8% | Added |
| Strategic Wealth Partners, Ltd. | 283 | $22.9K | 0.00% | +260+1,130.4% | Added |
| North Ridge Wealth Advisors, Inc. | 300 | $24.2K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 300 | $24.2K | 0.00% | +300 | New |
| Ancora Advisors, LLC | 329 | $26.6K | 0.00% | +318+2,890.9% | Added |
| Harbour Investments, Inc. | 353 | $28.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 354 | $28.6K | 0.00% | −143−28.8% | Reduced |
| Los Angeles Capital Management LLC | 332 | $29.3K | 0.00% | +332 | New |
| Smithfield Trust Co | 390 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $32.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 450 | $36.3K | 0.00% | −110−19.6% | Reduced |
| Nomura Asset Management Co Ltd | 450 | $36.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $40.4K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $40.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 527 | $42.6K | 0.00% | −9−1.7% | Reduced |
| EverSource Wealth Advisors, LLC | 549 | $44.3K | 0.00% | −189−25.6% | Reduced |
| Emerald Advisers, LLC | 605 | $48.9K | 0.00% | −2,376−79.7% | Reduced |
| Fulcrum Asset Management LLP | 603 | $49.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 617 | $49.8K | 0.00% | +42+7.3% | Added |
| National Bank of Canada | 622 | $50.2K | 0.00% | +443+247.5% | Added |
| International Assets Investment Management, LLC | 648 | $52.3K | 0.00% | +648 | New |
| Signaturefd, LLC | 678 | $54.8K | 0.00% | −130−16.1% | Reduced |
| GAMMA Investing LLC | 685 | $55.3K | 0.00% | +107+18.5% | Added |
| Garton & Associates Financial Advisors LLC | 720 | $58.2K | 0.03% | +720 | New |
