| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $3 | 0.00% | 0 | Unchanged |
| Darwin Advisors, LLC | 0 | $42 | 0.00% | 0 | New |
| Caitong International Asset Management Co., Ltd | 1 | $54 | 0.00% | −2,461−100.0% | Reduced |
| Huntington National Bank | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $54 | 0.00% | +1 | New |
| Assetmark, Inc | 2 | $83 | 0.00% | −59−96.7% | Reduced |
| Cordant, Inc. | 2 | $108 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $108 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $108 | 0.00% | +2 | New |
| International Assets Investment Management, LLC | 4 | $215 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $216 | 0.00% | −16−80.0% | Reduced |
| Trust Co | 4 | $216 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $377 | 0.00% | +1+16.7% | Added |
| Mosley Wealth Management | 8 | $430 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 9 | $483 | 0.00% | −1−10.0% | Reduced |
| Bell Investment Advisors, Inc | 9 | $484 | 0.00% | −32−78.0% | Reduced |
| UMA Financial Services, Inc. | 10 | $538 | 0.00% | −1−9.1% | Reduced |
| Geneos Wealth Management Inc. | 10 | $538 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $538 | 0.00% | +3+42.9% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $592 | 0.00% | −1−8.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 12 | $645 | 0.00% | +12 | New |
| Bruce G. Allen Investments, LLC | 15 | $806 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $860 | 0.00% | −8−33.3% | Reduced |
| Marshall Investment Management, LLC | 16 | $860 | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 17 | $914 | 0.00% | +17 | New |
| Synergy Investment Management, LLC | 15 | $948 | 0.00% | +15 | New |
| Creative Capital Management Investments LLC | 19 | $1.02K | 0.00% | +19 | New |
| MCF Advisors LLC | 22 | $1.18K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 25 | $1.34K | 0.00% | +25 | New |
| National Bank of Canada | 26 | $1.39K | 0.00% | −777−96.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 26 | $1.40K | 0.00% | −20−43.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 26 | $1.41K | 0.00% | +11+73.3% | Added |
| Torren Management, LLC | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 33 | $1.77K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $1.88K | 0.00% | +10+40.0% | Added |
| True Wealth Design, LLC | 36 | $1.94K | 0.00% | −84−70.0% | Reduced |
| SJS Investment Consulting Inc. | 37 | $1.99K | 0.00% | +25+208.3% | Added |
| Sachetta, LLC | 43 | $2.31K | 0.00% | +43 | New |
| IMA Wealth, Inc. | 44 | $2.37K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 45 | $2.42K | 0.00% | +45 | New |
| Farmers & Merchants Investments Inc | 47 | $2.53K | 0.00% | −4−7.8% | Reduced |
| Smithfield Trust Co | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 60 | $3.07K | 0.00% | +60 | New |
| Harbour Investments, Inc. | 60 | $3.23K | 0.00% | +60 | New |
| CVA Family Office, LLC | 71 | $3.82K | 0.00% | −11−13.4% | Reduced |
| Picton Mahoney Asset Management | 74 | $3.98K | 0.00% | +61+469.2% | Added |
| Massmutual Trust Co FSB | 89 | $4.79K | 0.00% | −29−24.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 92 | $5.01K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $5.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $5.38K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 111 | $5.97K | 0.00% | +91+455.0% | Added |
| Steward Partners Investment Advisory, LLC | 114 | $6.14K | 0.00% | +10+9.6% | Added |
| Northwestern Mutual Wealth Management Co | 130 | $6.99K | 0.00% | +30+30.0% | Added |
| WealthCollab, LLC | 131 | $7.04K | 0.00% | +85+184.8% | Added |
| Ares Financial Consulting, LLC | 144 | $7.74K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 144 | $7.74K | 0.00% | +144 | New |
| Westside Investment Management, Inc. | 156 | $8.39K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 179 | $9.62K | 0.00% | −805−81.8% | Reduced |
| South State Corp. | 186 | $10.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 211 | $11.3K | 0.00% | −625−74.8% | Reduced |
| Los Angeles Capital Management LLC | 236 | $12.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 258 | $13.9K | 0.01% | +191+285.1% | Added |
| Rothschild Investment LLC | 276 | $14.8K | 0.00% | +134+94.4% | Added |
| Farther Finance Advisors, LLC | 306 | $16.5K | 0.00% | −7−2.2% | Reduced |
| Essential Partners LLC | 320 | $17.2K | 0.01% | +81+33.9% | Added |
| Basecamp Wealth Advisors LLC | 326 | $17.5K | 0.00% | −64−16.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 332 | $17.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 345 | $18.5K | 0.00% | +258+296.6% | Added |
| Bessemer Group Inc | 355 | $19.0K | 0.00% | +173+95.1% | Added |
| Kemnay Advisory Services Inc. | 374 | $20.1K | 0.00% | +27+7.8% | Added |
| Allworth Financial LP | 401 | $21.5K | 0.00% | −69−14.7% | Reduced |
| LRI Investments, LLC | 412 | $22.1K | 0.00% | +126+44.1% | Added |
| Smartleaf Asset Management LLC | 409 | $22.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 418 | $22.5K | 0.01% | +34+8.9% | Added |
| Signaturefd, LLC | 428 | $23.0K | 0.00% | +197+85.3% | Added |
| IFP Advisors, Inc | 428 | $23.0K | 0.00% | −789−64.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 440 | $23.7K | 0.00% | +200+83.3% | Added |
| JFS Wealth Advisors, LLC | 456 | $24.5K | 0.00% | +1+0.2% | Added |
| Atlantic Union Bankshares Corp | 475 | $25.5K | 0.00% | +475 | New |
| Jones Financial Companies LLLP | 520 | $28.4K | 0.00% | −376−42.0% | Reduced |
| EverSource Wealth Advisors, LLC | 537 | $28.9K | 0.00% | −669−55.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 556 | $29.9K | 0.00% | +41+8.0% | Added |
| Nomura Asset Management Co Ltd | 620 | $33.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 743 | $39.9K | 0.00% | +743 | New |
| Versant Capital Management, Inc | 747 | $40.2K | 0.00% | −5−0.7% | Reduced |
| Archer Investment Corp | 800 | $43.0K | 0.01% | 00.0% | Unchanged |
| Palladiem, LLC | 975 | $52.4K | 0.05% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 987 | $53.1K | 0.00% | +633+178.8% | Added |
| Parallel Advisors, LLC | 1,008 | $54.2K | 0.00% | +369+57.7% | Added |
| NBC Securities, Inc. | 1,150 | $61.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,436 | $77.2K | 0.00% | +552+62.4% | Added |
| Avanza Fonder AB | 1,450 | $78.0K | 0.00% | −948−39.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,467 | $78.9K | 0.00% | +1,467 | New |
| Larson Financial Group LLC | 1,493 | $80.2K | 0.00% | −324−17.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,551 | $83.4K | 0.00% | +328+26.8% | Added |
| Hantz Financial Services, Inc. | 1,556 | $84.0K | 0.00% | +801+106.1% | Added |
| Parkside Financial Bank & Trust | 1,583 | $85.1K | 0.01% | −71−4.3% | Reduced |
| Covestor Ltd | 1,651 | $89.0K | 0.05% | +745+82.2% | Added |
