| Plante Moran Financial Advisors, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $0 | 0.00% | +15 | New |
| Paragon Capital Management Ltd | 11 | $0 | 0.00% | +11 | New |
| Center for Financial Planning, Inc. | 12 | $0 | 0.00% | +12 | New |
| Addison Advisors LLC | 8 | $0 | 0.00% | +8 | New |
| Curi Capital | 9 | $0 | 0.00% | +9 | New |
| FourThought Financial, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $89 | 0.00% | – | – |
| Eagle Bay Advisors LLC | 56 | $1.00K | 0.00% | −56−50.0% | Reduced |
| Massmutual Trust Co FSB | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 67 | $1.00K | 0.00% | +42+168.0% | Added |
| First Horizon Advisors, Inc. | 41 | $1.00K | 0.00% | −1−2.4% | Reduced |
| Versant Capital Management, Inc | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | +26 | New |
| Signet Financial Management, LLC | 32 | $1.00K | 0.00% | +32 | New |
| EverSource Wealth Advisors, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Vectors Research Management, LLC | 46 | $1.00K | 0.00% | +46 | New |
| Prestige Wealth Management Group LLC | 42 | $1.00K | 0.00% | +42 | New |
| Schubert & Co | 45 | $1.00K | 0.00% | +45 | New |
| CoreCap Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Snowden Capital Advisors LLC | 51 | $1.00K | 0.00% | +51 | New |
| Shore Point Advisors, LLC | 43 | $1.00K | 0.00% | +43 | New |
| Beaird Harris Wealth Management, LLC | 51 | $1.00K | 0.00% | +51 | New |
| Raffa Wealth Management, LLC | 57 | $1.27K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 81 | $2.00K | 0.00% | −30−27.0% | Reduced |
| ClariVest Asset Management LLC | 109 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 74 | $2.00K | 0.00% | +74 | New |
| JFS Wealth Advisors, LLC | 78 | $2.00K | 0.00% | +78 | New |
| Cornerstone Advisory, LLC | 88 | $2.00K | 0.00% | +88 | New |
| Rocky Mountain Advisers, LLC | 138 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 113 | $3.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $3.00K | 0.00% | +29+31.9% | Added |
| MV Capital Management, Inc. | 135 | $3.00K | 0.00% | +135 | New |
| Spire Wealth Management | 128 | $3.00K | 0.00% | +128 | New |
| Harbour Investments, Inc. | 181 | $4.00K | 0.00% | −513−73.9% | Reduced |
| Tarbox Family Office, Inc. | 195 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 195 | $4.00K | 0.00% | −12−5.8% | Reduced |
| Earnest Partners LLC | 180 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 161 | $4.00K | 0.00% | +92+133.3% | Added |
| Fortitude Advisory Group L.L.C. | 158 | $4.00K | 0.00% | +158 | New |
| Huntington National Bank | 214 | $5.00K | 0.00% | +89+71.2% | Added |
| Concord Wealth Partners | 207 | $5.00K | 0.00% | +207 | New |
| Dark Forest Capital Management LP | 216 | $5.00K | 0.00% | +216 | New |
| Amplius Wealth Advisors, LLC | 236 | $5.00K | 0.00% | +236 | New |
| Global Financial Private Client, LLC | 255 | $5.69K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 255 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 312 | $7.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 291 | $7.00K | 0.00% | +203+230.7% | Added |
| Sutton Wealth Advisors Inc. | 352 | $7.85K | 0.00% | −6−1.7% | Reduced |
| Reilly Financial Advisors, LLC | 355 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 385 | $9.00K | 0.00% | +94+32.3% | Added |
| TD Private Client Wealth LLC | 416 | $9.28K | 0.00% | +72+20.9% | Added |
| CKW Financial Group | 562 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 455 | $10.0K | 0.00% | +80+21.3% | Added |
| NEXT Financial Group, Inc | 477 | $10.0K | 0.00% | +274+135.0% | Added |
| Whittier Trust Co | 485 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 505 | $11.0K | 0.00% | +505 | New |
| JJJ Advisors Inc. | 552 | $12.0K | 0.00% | −57−9.4% | Reduced |
| Confluence Wealth Services, Inc. | 539 | $12.0K | 0.00% | +539 | New |
| Cullen/Frost Bankers, Inc. | 760 | $17.0K | 0.00% | +10+1.3% | Added |
| Zions Bancorporation, N.A. | 750 | $17.0K | 0.00% | +258+52.4% | Added |
| CWM, LLC | 748 | $17.0K | 0.00% | +748 | New |
| Ancora Advisors, LLC | 800 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 877 | $19.0K | 0.00% | +11+1.3% | Added |
| Aua Capital Management, LLC | 859 | $19.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 900 | $20.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,013 | $23.0K | 0.00% | +32+3.3% | Added |
| Brewin Dolphin Ltd | 1,100 | $25.0K | 0.00% | −1,042−48.6% | Reduced |
| National Bank of Canada | 1,238 | $28.0K | 0.00% | +1,238 | New |
| Covestor Ltd | 1,250 | $28.0K | 0.04% | +1,250 | New |
| First Manhattan Co | 1,486 | $33.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,777 | $40.0K | 0.00% | +250+16.4% | Added |
| Leonteq Securities AG | 1,800 | $40.2K | 0.00% | +1,800 | New |
| Cutler Group LP | 1,999 | $44.0K | 0.00% | −13,070−86.7% | Reduced |
| Asset Dedication, LLC | 2,030 | $44.0K | 0.01% | +10.0% | Added |
| State of Wyoming | 2,171 | $48.0K | 0.02% | +37+1.7% | Added |
| Capstone Investment Advisors, LLC | 2,215 | $49.0K | 0.00% | +2,215 | New |
| Alpha Paradigm Partners, LLC | 2,502 | $56.0K | 0.02% | −14,009−84.8% | Reduced |
| Aquatic Capital Management LLC | 2,500 | $56.0K | 0.11% | +2,500 | New |
| Optiver Holding B.V. | 2,786 | $66.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,094 | $69.0K | 0.00% | +3,094 | New |
| Ci Investments Inc. | 3,155 | $70.0K | 0.00% | −10,868−77.5% | Reduced |
| Quent Capital, LLC | 3,116 | $70.0K | 0.01% | +3,116 | New |
| AIA Group Ltd | 3,180 | $71.0K | 0.00% | +3,180 | New |