| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 1 | $162 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $162 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $162 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $163 | 0.00% | −23−95.8% | Reduced |
| DecisionPoint Financial, LLC | 1 | $164 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 3 | $487 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3 | $487 | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 4 | $649 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $649 | 0.00% | +1+33.3% | Added |
| Mascoma Wealth Management LLC | 4 | $649 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $811 | 0.00% | −18−78.3% | Reduced |
| HFM Investment Advisors, LLC | 5 | $812 | 0.00% | +3+150.0% | Added |
| Transamerica Financial Advisors, Inc. | 6 | $973 | 0.00% | +1+20.0% | Added |
| Hughes Financial Services, LLC | 6 | $973 | 0.00% | +5+500.0% | Added |
| Tounjian Advisory Partners, LLC | 6 | $973 | 0.00% | +6 | New |
| McDonald Partners LLC | 7 | $1.14K | 0.00% | +7 | New |
| Creative Capital Management Investments LLC | 7 | $1.14K | 0.00% | +7 | New |
| Action Point Financial Planning, LLC | 9 | $1.46K | 0.00% | +9 | New |
| Signature Equity Partners, LLC | 10 | $1.62K | 0.00% | +7+233.3% | Added |
| Silver Grove Financial Group, Inc. | 10 | $1.62K | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 11 | $1.78K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 11 | $1.78K | 0.00% | +1+10.0% | Added |
| JFS Wealth Advisors, LLC | 12 | $1.95K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 13 | $2.11K | 0.00% | +13 | New |
| Beacon Investment Advisory Services, Inc. | 13 | $2.11K | 0.00% | +13 | New |
| High Note Wealth, LLC | 15 | $2.43K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 16 | $2.60K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $2.60K | 0.00% | +16 | New |
| Fortitude Family Office, LLC | 17 | $2.76K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $2.76K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $2.92K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 20 | $3.25K | 0.00% | −34−63.0% | Reduced |
| Stone House Investment Management, LLC | 20 | $3.25K | 0.00% | +20 | New |
| Buck Wealth Strategies, LLC | 24 | $3.89K | 0.00% | +24 | New |
| Ares Financial Consulting, LLC | 25 | $4.06K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $4.87K | 0.00% | −9−23.1% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $4.87K | 0.00% | −1−3.2% | Reduced |
| Financial Network Wealth Advisors LLC | 31 | $5.03K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $5.52K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 37 | $6.00K | 0.00% | +7+23.3% | Added |
| Essential Partners LLC | 44 | $7.14K | 0.00% | −14−24.1% | Reduced |
| LRI Investments, LLC | 45 | $7.30K | 0.00% | +45 | New |
| Covestor Ltd | 53 | $9.00K | 0.01% | +4+8.2% | Added |
| Clearstead Advisors, LLC | 56 | $9.09K | 0.00% | +46+460.0% | Added |
| WPG Advisers, LLC | 59 | $9.57K | 0.01% | +30+103.4% | Added |
| Cedar Mountain Advisors, LLC | 62 | $10.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 69 | $11.2K | 0.00% | +69 | New |
| Larson Financial Group LLC | 98 | $15.9K | 0.00% | −977−90.9% | Reduced |
| Signaturefd, LLC | 104 | $16.9K | 0.00% | −32−23.5% | Reduced |
| Parkside Financial Bank & Trust | 108 | $17.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 110 | $17.8K | 0.00% | +110 | New |
| Massmutual Trust Co FSB | 111 | $18.0K | 0.00% | −6−5.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 127 | $20.6K | 0.00% | +127 | New |
| SJS Investment Consulting Inc. | 129 | $20.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 131 | $21.3K | 0.00% | +60+84.5% | Added |
| Wellington-Altus USA Inc. | 196 | $23.1K | 0.02% | 00.0% | Unchanged |
| SWAN Capital LLC | 156 | $25.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 189 | $30.7K | 0.00% | +3+1.6% | Added |
| Smartleaf Asset Management LLC | 203 | $32.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 198 | $32.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 202 | $32.8K | 0.00% | +202 | New |
| Public Employees Retirement System of Ohio | 210 | $34.1K | 0.00% | −16,075−98.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 234 | $38.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 242 | $39.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 242 | $39.3K | 0.00% | +154+175.0% | Added |
| Kemnay Advisory Services Inc. | 243 | $39.4K | 0.00% | −1−0.4% | Reduced |
| Versant Capital Management, Inc | 273 | $44.3K | 0.00% | +54+24.7% | Added |
| Harbor Investment Advisory, LLC | 330 | $53.5K | 0.00% | +330 | New |
| Umb Bank N A | 357 | $57.9K | 0.00% | +83+30.3% | Added |
| Allworth Financial LP | 362 | $58.7K | 0.00% | −61−14.4% | Reduced |
| TD Waterhouse Canada Inc. | 400 | $65.6K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 406 | $65.9K | 0.02% | +406 | New |
| EverSource Wealth Advisors, LLC | 414 | $67.2K | 0.00% | −7−1.7% | Reduced |
| Huntington National Bank | 573 | $93.0K | 0.00% | −2−0.3% | Reduced |
| Farther Finance Advisors, LLC | 576 | $93.2K | 0.00% | +60+11.6% | Added |
| Eurizon Capital SGR S.p.A. | 639 | $100.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 627 | $101.7K | 0.00% | +90+16.8% | Added |
| SBI Securities Co., Ltd. | 719 | $116.7K | 0.00% | +47+7.0% | Added |
| Spire Wealth Management | 766 | $124.2K | 0.00% | +1+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 795 | $129.0K | 0.00% | +795 | New |
| GAMMA Investing LLC | 884 | $143.4K | 0.01% | +29+3.4% | Added |
| Nisa Investment Advisors, LLC | 903 | $146.5K | 0.00% | −14−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 911 | $147.8K | 0.00% | +855+1,526.8% | Added |
| Angeles Wealth Management, LLC | 925 | $150.1K | 0.01% | +925 | New |
| Hantz Financial Services, Inc. | 1,196 | $194.0K | 0.00% | +167+16.2% | Added |
| NBC Securities, Inc. | 1,222 | $198.3K | 0.01% | +1,222 | New |
| Armistice Capital, LLC | 1,239 | $201.0K | 0.01% | +1,239 | New |
| KBC Group NV | 1,297 | $210.0K | 0.00% | +291+28.9% | Added |
| Baird Financial Group, Inc. | 1,304 | $211.6K | 0.00% | +1,304 | New |
| Park National Corp | 1,312 | $212.9K | 0.01% | +1,312 | New |
| Connable Office Inc | 1,326 | $215.1K | 0.02% | +1,326 | New |
| HSBC Holdings PLC | 1,368 | $221.9K | 0.00% | −110,713−98.8% | Reduced |
| Nykredit A/S | 1,369 | $222.1K | 0.00% | +1,369 | New |
| Institute for Wealth Management, LLC. | 1,379 | $223.7K | 0.02% | +1,379 | New |
| SkyView Investment Advisors, LLC | 1,400 | $227.0K | 0.18% | +1,400 | New |
| Headlands Technologies LLC | 1,403 | $227.6K | 0.02% | −845−37.6% | Reduced |
| Intellectus Partners, LLC | 1,405 | $227.9K | 0.04% | +1,405 | New |
| Graticule Asia Macro Advisors LLC | 1,420 | $230.4K | 0.02% | +1,420 | New |
