| Migdal Insurance & Financial Holdings Ltd. | 6 | $0 | 0.00% | −90−93.8% | Reduced |
| Ogorek Anthony Joseph | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3 | $229 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 4 | $306 | 0.00% | +1+33.3% | Added |
| Ameritas Advisory Services, LLC | 5 | $372 | 0.00% | +5 | New |
| Atlantic Union Bankshares Corp | 5 | $383 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 5 | $383 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $383 | 0.00% | +5 | New |
| Point72 (DIFC) Ltd | 6 | $459 | 0.00% | −9,841−99.9% | Reduced |
| CVA Family Office, LLC | 7 | $535 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $586 | 0.00% | +4+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 8 | $612 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $612 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $681 | 0.00% | −21−70.0% | Reduced |
| Parkworth Wealth Management, Inc. | 10 | $764 | 0.00% | +4+66.7% | Added |
| Tortoise Investment Management, LLC | 10 | $764 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 11 | $841 | 0.00% | +5+83.3% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $917 | 0.00% | +6+100.0% | Added |
| NBC Securities, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Umb Bank N A | 14 | $1.07K | 0.00% | +9+180.0% | Added |
| Whipplewood Advisors, LLC | 15 | $1.15K | 0.00% | −147,423−100.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 17 | $1.18K | 0.00% | +17 | New |
| Leonteq Securities AG | 19 | $1.45K | 0.00% | −13−40.6% | Reduced |
| Raffa Wealth Management, LLC | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.53K | 0.00% | +4+25.0% | Added |
| Kilter Group LLC | 20 | $1.53K | 0.00% | +20 | New |
| Mid-American Wealth Advisory Group, Inc. | 21 | $1.60K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 22 | $1.68K | 0.00% | −15−40.5% | Reduced |
| Tidemark, LLC | 25 | $1.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 28 | $2.14K | 0.00% | +18+180.0% | Added |
| Park Square Financial Group, LLC | 30 | $2.29K | 0.00% | +30 | New |
| Geneos Wealth Management Inc. | 35 | $2.67K | 0.00% | −24−40.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 38 | $2.90K | 0.00% | +1+2.7% | Added |
| Avion Wealth | 51 | $3.00K | 0.00% | +24+88.9% | Added |
| Private Trust Co NA | 40 | $3.06K | 0.00% | +9+29.0% | Added |
| Atlantic Trust, LLC | 40 | $3.06K | 0.00% | +40 | New |
| MTM Investment Management, LLC | 40 | $3.06K | 0.00% | +40 | New |
| Fifth Third Bancorp | 43 | $3.29K | 0.00% | −461−91.5% | Reduced |
| WPG Advisers, LLC | 50 | $3.82K | 0.00% | +24+92.3% | Added |
| Concord Wealth Partners | 52 | $3.98K | 0.00% | +2+4.0% | Added |
| Brown Brothers Harriman & Co | 53 | $4.05K | 0.00% | +53 | New |
| Clear Investment Research, LLC | 56 | $4.28K | 0.01% | −5−8.2% | Reduced |
| Fortitude Family Office, LLC | 58 | $4.43K | 0.00% | +58 | New |
| Marshall & Sterling Wealth Advisors Inc. | 61 | $4.66K | 0.00% | +61 | New |
| Capital Analysts, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $7.11K | 0.00% | −1−1.1% | Reduced |
| Frazier Financial Advisors, LLC | 94 | $7.19K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 99 | $7.57K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $7.64K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 101 | $7.72K | 0.01% | −749−88.1% | Reduced |
| Bullock Wealth Management Group | 104 | $7.82K | 0.00% | +104 | New |
| Mount Yale Investment Advisors, LLC | 127 | $9.71K | 0.00% | +127 | New |
| CX Institutional | 130 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 135 | $10.3K | 0.00% | −37−21.5% | Reduced |
| JFS Wealth Advisors, LLC | 143 | $10.9K | 0.00% | +5+3.6% | Added |
| Private Wealth Management Group, LLC | 147 | $11.2K | 0.00% | +15+11.4% | Added |
| Darwin Advisors, LLC | 160 | $12.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 172 | $13.1K | 0.00% | +94+120.5% | Added |
| TCTC Holdings, LLC | 182 | $13.9K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 187 | $14.3K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 191 | $15.0K | 0.00% | +8+4.4% | Added |
| Front Row Advisors LLC | 200 | $15.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 205 | $15.7K | 0.00% | +40+24.2% | Added |
| Banque Cantonale Vaudoise | 206 | $16.0K | 0.00% | −17,289−98.8% | Reduced |
| First Horizon Advisors, Inc. | 228 | $17.4K | 0.00% | +58+34.1% | Added |
| Hemington Wealth Management | 238 | $18.0K | 0.00% | +30+14.4% | Added |
| UMA Financial Services, Inc. | 253 | $19.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 261 | $20.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 268 | $20.5K | 0.00% | +247+1,176.2% | Added |
| Huntington National Bank | 268 | $20.5K | 0.00% | +54+25.2% | Added |
| Sachetta, LLC | 297 | $22.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 309 | $23.6K | 0.00% | +88+39.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 315 | $24.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 317 | $24.2K | 0.00% | −34−9.7% | Reduced |
| MAI Capital Management | 320 | $24.5K | 0.00% | +120+60.0% | Added |
| Atlas Capital Advisors LLC | 324 | $24.8K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 368 | $28.1K | 0.00% | −89−19.5% | Reduced |
| Private Wealth Asset Management, LLC | 410 | $31.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 429 | $33.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 428 | $33.0K | 0.02% | −4−0.9% | Reduced |
| Bryn Mawr Trust Co | 450 | $34.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 470 | $35.9K | 0.00% | +72+18.1% | Added |
| Massmutual Trust Co FSB | 486 | $37.1K | 0.00% | +50+11.5% | Added |
| Global Retirement Partners, LLC | 498 | $38.1K | 0.00% | +498 | New |
| Farther Finance Advisors, LLC | 502 | $38.4K | 0.00% | +150+42.6% | Added |
| Skopos Labs, Inc. | 506 | $38.7K | 0.01% | +128+33.9% | Added |
| GeoWealth Management, LLC | 560 | $42.8K | 0.00% | −64−10.3% | Reduced |
| V-Square Quantitative Management LLC | 594 | $45.4K | 0.01% | +594 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $45.9K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 603 | $46.1K | 0.02% | −290−32.5% | Reduced |
| CoreCap Advisors, LLC | 649 | $49.6K | 0.00% | −22−3.3% | Reduced |
| Essex Investment Management Co LLC | 686 | $52.4K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 722 | $55.0K | 0.00% | −80−10.0% | Reduced |
| Itau Unibanco Holding S.A. | 749 | $57.3K | 0.00% | +186+33.0% | Added |
| Berbice Capital Management LLC | 800 | $61.2K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 826 | $63.0K | 0.00% | +826 | New |
| Ronald Blue Trust, Inc. | 861 | $65.8K | 0.00% | −191−18.2% | Reduced |
| Smartleaf Asset Management LLC | 932 | $70.2K | 0.01% | −57−5.8% | Reduced |
| CIBC Private Wealth Group, LLC | 1,227 | $93.8K | 0.00% | −717−36.9% | Reduced |