| Wingate Wealth Advisors, Inc. | 1 | $163 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $226 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $226 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $226 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $226 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $451 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $451 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $452 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $678 | 0.00% | −1−25.0% | Reduced |
| Bell Investment Advisors, Inc | 3 | $678 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4 | $903 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4 | $903 | 0.00% | +4 | New |
| Cassady Schiller Wealth Management, LLC | 4 | $903 | 0.00% | +4 | New |
| Geneos Wealth Management Inc. | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5 | $1.13K | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 5 | $1.13K | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5 | $1.13K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.35K | 0.00% | +1+20.0% | Added |
| Van Hulzen Asset Management, LLC | 6 | $1.35K | 0.00% | +6 | New |
| Private Wealth Management Group, LLC | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 10 | $2.26K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10 | $2.26K | 0.00% | +8+400.0% | Added |
| Farmers & Merchants Investments Inc | 12 | $2.71K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 12 | $2.71K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $2.71K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 13 | $2.93K | 0.00% | +6+85.7% | Added |
| Hemington Wealth Management | 17 | $3.00K | 0.00% | +4+30.8% | Added |
| Farther Finance Advisors, LLC | 14 | $3.16K | 0.00% | +1+7.7% | Added |
| Caldwell Sutter Capital, Inc. | 15 | $3.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $3.39K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $3.61K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $3.84K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20 | $4.51K | 0.00% | +11+122.2% | Added |
| SBI Securities Co., Ltd. | 20 | $4.51K | 0.00% | +20 | New |
| Highline Wealth Partners LLC | 20 | $4.51K | 0.00% | +20 | New |
| Golden State Wealth Management, LLC | 25 | $5.64K | 0.00% | +25 | New |
| Accredited Wealth Management, LLC | 25 | $5.64K | 0.00% | +25 | New |
| Strategic Investment Solutions, Inc. | 28 | $6.32K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 34 | $7.67K | 0.01% | +34 | New |
| Colonial Trust Co | 37 | $8.35K | 0.00% | +37 | New |
| Point72 (DIFC) Ltd | 46 | $10.3K | 0.00% | −2,057−97.8% | Reduced |
| Massmutual Trust Co FSB | 48 | $10.8K | 0.00% | +29+152.6% | Added |
| PFS Partners, LLC | 50 | $11.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 52 | $11.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 62 | $14.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 62 | $14.0K | 0.00% | +18+40.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $14.5K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 66 | $14.9K | 0.01% | +66 | New |
| Lindbrook Capital, LLC | 70 | $15.8K | 0.00% | −1−1.4% | Reduced |
| SOA Wealth Advisors, LLC. | 70 | $15.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 93 | $21.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 93 | $21.0K | 0.02% | +93 | New |
| EnRich Financial Partners LLC | 100 | $22.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 112 | $25.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 117 | $26.4K | 0.00% | +20+20.6% | Added |
| Allworth Financial LP | 127 | $27.8K | 0.00% | +57+81.4% | Added |
| Putney Financial Group LLC | 125 | $28.2K | 0.03% | +125 | New |
| CWM, LLC | 131 | $30.0K | 0.00% | +57+77.0% | Added |
| Fifth Third Bancorp | 138 | $31.1K | 0.00% | +75+119.0% | Added |
| CIBC Private Wealth Group, LLC | 164 | $35.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 164 | $37.0K | 0.00% | +6+3.8% | Added |
| Trust Co of Vermont | 175 | $39.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $45.1K | 0.01% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 200 | $45.1K | 0.02% | +200 | New |
| Venturi Wealth Management, LLC | 227 | $51.2K | 0.00% | +4+1.8% | Added |
| Versant Capital Management, Inc | 234 | $52.8K | 0.01% | +61+35.3% | Added |
| Ancora Advisors, LLC | 250 | $56.4K | 0.00% | −6−2.3% | Reduced |
| Ronald Blue Trust, Inc. | 255 | $57.5K | 0.00% | −163−39.0% | Reduced |
| State of Wyoming | 255 | $57.5K | 0.01% | −17−6.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 266 | $60.0K | 0.00% | +266 | New |
| Headlands Technologies LLC | 268 | $60.5K | 0.01% | +244+1,016.7% | Added |
| Smartleaf Asset Management LLC | 272 | $62.0K | 0.01% | +220+423.1% | Added |
| Covestor Ltd | 307 | $69.0K | 0.04% | +306+30,600.0% | Added |
| Manchester Capital Management LLC | 315 | $71.1K | 0.01% | −100−24.1% | Reduced |
| Harbour Investments, Inc. | 332 | $74.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 333 | $75.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 376 | $84.9K | 0.02% | −393−51.1% | Reduced |
| MetLife Investment Management | 391 | $88.2K | 0.00% | −2−0.5% | Reduced |
| Kapitalo Investimentos Ltda | 406 | $91.6K | 0.06% | +406 | New |
| MAI Capital Management | 508 | $114.6K | 0.00% | +508 | New |
| Empirical Asset Management, LLC | 115,740 | $115.7K | 0.04% | +115,740 | New |
| Leonteq Securities AG | 519 | $117.1K | 0.01% | −5−1.0% | Reduced |
| Dnca Finance | 526 | $118.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 540 | $122.0K | 0.00% | +310+134.8% | Added |
| Russell Investments Group, Ltd. | 542 | $122.3K | 0.00% | −673−55.4% | Reduced |
| DekaBank Deutsche Girozentrale | 577 | $126.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 600 | $135.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 601 | $135.7K | 0.01% | −8−1.3% | Reduced |
| BNP Paribas | 643 | $145.1K | 0.01% | +44+7.3% | Added |
| Quadrant Capital Group LLC | 650 | $146.7K | 0.01% | +55+9.2% | Added |
| Parallel Advisors, LLC | 679 | $153.2K | 0.00% | −6−0.9% | Reduced |
| KBC Group NV | 707 | $160.0K | 0.00% | +343+94.2% | Added |
| Westside Investment Management, Inc. | 719 | $162.3K | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 736 | $166.1K | 0.00% | −76−9.4% | Reduced |
| Diversify Wealth Management, LLC | 948 | $201.1K | 0.02% | −43−4.3% | Reduced |
| Seeds Investor LLC | 896 | $202.2K | 0.06% | +896 | New |
| Obermeyer Wood Investment Counsel, LLLP | 897 | $202.4K | 0.01% | +897 | New |
| Cetera Investment Advisers | 898 | $202.7K | 0.00% | +898 | New |