| Dunhill Financial, LLC | 1 | $104 | 0.00% | +1 | New |
| Union Bancaire Privee, UBP SA | 19,600 | $107 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $133 | 0.00% | −2−66.7% | Reduced |
| TFC Financial Management | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $133 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1 | $133 | 0.00% | +1 | New |
| Elyxium Wealth, LLC | 1 | $133 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $266 | 0.00% | −22−91.7% | Reduced |
| Rialto Wealth Management, LLC | 2 | $266 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $266 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2 | $266 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $266 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $270 | 0.00% | −1−33.3% | Reduced |
| Bare Financial Services, Inc | 3 | $398 | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 3 | $398 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $398 | 0.00% | +3 | New |
| ORG Partners LLC | 3 | $398 | 0.00% | +3 | New |
| Essential Partners LLC | 3 | $398 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $399 | 0.00% | −1−25.0% | Reduced |
| Financial Consulate, Inc | 3 | $399 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $532 | 0.00% | +4 | New |
| Cromwell Holdings LLC | 4 | $540 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $664 | 0.00% | −100−95.2% | Reduced |
| Elevated Capital Advisors, LLC | 5 | $664 | 0.00% | +5 | New |
| ZRC Wealth Management, LLC | 6 | $797 | 0.00% | −94−94.0% | Reduced |
| Manchester Capital Management LLC | 6 | $797 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $797 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $797 | 0.00% | +1+20.0% | Added |
| Cornerstone Financial Management LLC | 6 | $797 | 0.00% | +6 | New |
| Vermillion & White Wealth Management Group, LLC | 7 | $929 | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 7 | $930 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $945 | 0.00% | −5−41.7% | Reduced |
| Bruce G. Allen Investments, LLC | 9 | $1.20K | 0.00% | +6+200.0% | Added |
| Quent Capital, LLC | 9 | $1.20K | 0.00% | +9 | New |
| Colonial Trust Co | 9 | $1.20K | 0.00% | +9 | New |
| Caldwell Sutter Capital, Inc. | 10 | $1.33K | 0.00% | −4−28.6% | Reduced |
| Fortitude Family Office, LLC | 12 | $1.59K | 0.00% | +3+33.3% | Added |
| Red Tortoise LLC | 13 | $1.73K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $1.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $2.00K | 0.00% | −3,077−99.5% | Reduced |
| NBT Bank N A | 143 | $2.10K | 0.00% | −33−18.8% | Reduced |
| Bell Investment Advisors, Inc | 17 | $2.26K | 0.00% | −6−26.1% | Reduced |
| Wealth Preservation Advisors, LLC | 17 | $2.26K | 0.00% | +5+41.7% | Added |
| Salomon & Ludwin, LLC | 17 | $2.28K | 0.00% | −4−19.0% | Reduced |
| Hager Investment Management Services, LLC | 18 | $2.39K | 0.00% | −90−83.3% | Reduced |
| Garton & Associates Financial Advisors LLC | 20 | $2.66K | 0.00% | +20 | New |
| Sachetta, LLC | 23 | $3.06K | 0.00% | +14+155.6% | Added |
| Massmutual Trust Co FSB | 31 | $4.12K | 0.00% | −7−18.4% | Reduced |
| Harbour Investments, Inc. | 31 | $4.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $4.38K | 0.00% | +2+6.5% | Added |
| McIlrath & Eck, LLC | 34 | $4.51K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 35 | $4.65K | 0.00% | +34+3,400.0% | Added |
| Medallion Wealth Advisors, LLC | 35 | $4.65K | 0.00% | +35 | New |
| Covestor Ltd | 40 | $5.00K | 0.00% | −1−2.4% | Reduced |
| Private Trust Co NA | 38 | $5.05K | 0.00% | −5−11.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 38 | $5.05K | 0.00% | +24+171.4% | Added |
| SBI Securities Co., Ltd. | 39 | $5.18K | 0.00% | +29+290.0% | Added |
| JFS Wealth Advisors, LLC | 41 | $5.41K | 0.00% | +12+41.4% | Added |
| Spire Wealth Management | 45 | $5.98K | 0.00% | −2−4.3% | Reduced |
| Rossby Financial, LCC | 45 | $5.98K | 0.00% | +45 | New |
| Adirondack Trust Co | 47 | $6.24K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 47 | $6.24K | 0.00% | +27+135.0% | Added |
| GHP Investment Advisors, Inc. | 50 | $6.64K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $6.64K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 51 | $6.77K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 54 | $7.17K | 0.01% | −258−82.7% | Reduced |
| Huntington National Bank | 56 | $7.44K | 0.00% | +53+1,766.7% | Added |
| Johnson Financial Group, Inc. | 56 | $7.56K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 69 | $9.16K | 0.00% | +19+38.0% | Added |
| Capital Advisors, Ltd. LLC | 76 | $10.0K | 0.00% | −6−7.3% | Reduced |
| Coston, McIsaac & Partners | 82 | $10.0K | 0.00% | +1+1.2% | Added |
| Federation des caisses Desjardins du Quebec | 77 | $10.2K | 0.00% | −2,439−96.9% | Reduced |
| Abound Wealth Management | 80 | $10.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 81 | $10.8K | 0.00% | +31+62.0% | Added |
| Root Financial Partners, LLC | 93 | $12.3K | 0.00% | +22+31.0% | Added |
| EverSource Wealth Advisors, LLC | 94 | $12.5K | 0.00% | −71−43.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 95 | $12.7K | 0.00% | −100−51.3% | Reduced |
| Provenance Wealth Advisors, LLC | 111 | $14.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 115 | $15.5K | 0.00% | −1,724−93.7% | Reduced |
| Basepoint Wealth LLC | 140 | $18.7K | 0.01% | +140 | New |
| IFP Advisors, Inc | 148 | $19.7K | 0.00% | +31+26.5% | Added |
| Walleye Capital LLC | 150 | $19.9K | 0.00% | −1,758−92.1% | Reduced |
| Triumph Capital Management | 151 | $20.1K | 0.00% | +151 | New |
| Signaturefd, LLC | 159 | $21.1K | 0.00% | −26−14.1% | Reduced |
| Bessemer Group Inc | 164 | $22.0K | 0.00% | +40+32.3% | Added |
| PEAK6 LLC | 166 | $22.0K | 0.00% | −21,227−99.2% | Reduced |
| Los Angeles Capital Management LLC | 152 | $22.1K | 0.00% | +152 | New |
| HM Payson & Co | 170 | $22.6K | 0.00% | +82+93.2% | Added |
| Eagle Bay Advisors LLC | 169 | $22.8K | 0.02% | +169 | New |
| Wellington-Altus USA Inc. | 180 | $23.9K | 0.02% | +180 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 187 | $25.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 190 | $25.2K | 0.00% | +170+850.0% | Added |
| Smartleaf Asset Management LLC | 195 | $26.0K | 0.00% | −65−25.0% | Reduced |
| Parkside Financial Bank & Trust | 207 | $27.5K | 0.00% | +26+14.4% | Added |
| Golden State Wealth Management, LLC | 220 | $29.2K | 0.00% | +100+83.3% | Added |
| GWM Advisors LLC | 237 | $31.4K | 0.00% | +2+0.9% | Added |
| Versant Capital Management, Inc | 238 | $31.5K | 0.00% | +131+122.4% | Added |
| Rosenberg Matthew Hamilton | 243 | $32.3K | 0.01% | −1−0.4% | Reduced |
