| Avion Wealth | 15 | $0 | 0.00% | −27−64.3% | Reduced |
| CKW Financial Group | 7 | $0 | 0.00% | +7 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $57 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1 | $58 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 2 | $116 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $116 | 0.00% | +2 | New |
| Cassaday & Co Wealth Management LLC | 2 | $117 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 2 | $140 | 0.00% | +2 | New |
| Mosley Wealth Management | 3 | $174 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $175 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 5 | $291 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $291 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $291 | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 6 | $349 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $407 | 0.00% | +7 | New |
| CoreCap Advisors, LLC | 8 | $465 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $581 | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $581 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $581 | 0.00% | +2+25.0% | Added |
| Fortitude Family Office, LLC | 11 | $639 | 0.00% | −9−45.0% | Reduced |
| Bare Financial Services, Inc | 11 | $639 | 0.00% | +11 | New |
| Rialto Wealth Management, LLC | 11 | $640 | 0.00% | +11 | New |
| Hantz Financial Services, Inc. | 19 | $1.00K | 0.00% | −7−26.9% | Reduced |
| Private Trust Co NA | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22 | $1.28K | 0.00% | +10+83.3% | Added |
| CVA Family Office, LLC | 22 | $1.28K | 0.00% | +22 | New |
| Creative Financial Designs Inc | 23 | $1.34K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 25 | $1.45K | 0.00% | −69−73.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 26 | $1.51K | 0.00% | +26 | New |
| Ares Financial Consulting, LLC | 32 | $1.86K | 0.00% | +32 | New |
| Johnson Financial Group, Inc. | 33 | $1.92K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 34 | $1.98K | 0.00% | +1+3.0% | Added |
| Basepoint Wealth LLC | 38 | $2.18K | 0.00% | +38 | New |
| SJS Investment Consulting Inc. | 41 | $2.38K | 0.00% | +41 | New |
| Transamerica Financial Advisors, Inc. | 42 | $2.44K | 0.00% | +11+35.5% | Added |
| Rossby Financial, LCC | 47 | $2.73K | 0.00% | +47 | New |
| Essential Partners LLC | 48 | $2.79K | 0.00% | +27+128.6% | Added |
| Action Point Financial Planning, LLC | 58 | $3.20K | 0.00% | +58 | New |
| Meeder Asset Management Inc | 71 | $4.13K | 0.00% | −62−46.6% | Reduced |
| Dynamic Wealth Strategies, LLC | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 86 | $5.00K | 0.00% | +86 | New |
| Larson Financial Group LLC | 94 | $5.46K | 0.00% | −1−1.1% | Reduced |
| Bell Investment Advisors, Inc | 94 | $5.46K | 0.00% | +10+11.9% | Added |
| MCF Advisors LLC | 97 | $5.64K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 101 | $5.87K | 0.00% | +100+10,000.0% | Added |
| Parkside Financial Bank & Trust | 108 | $6.28K | 0.00% | +3+2.9% | Added |
| Clearstead Advisors, LLC | 140 | $8.14K | 0.00% | +140 | New |
| Bessemer Group Inc | 162 | $9.00K | 0.00% | +39+31.7% | Added |
| Global Retirement Partners, LLC | 155 | $9.01K | 0.00% | +155 | New |
| Sankala Group LLC | 186 | $11.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 196 | $11.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 238 | $13.8K | 0.00% | +49+25.9% | Added |
| Financial Consulate, Inc | 250 | $14.5K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 275 | $16.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 328 | $19.1K | 0.01% | +85+35.0% | Added |
| Quantbot Technologies LP | 361 | $21.0K | 0.00% | +361 | New |
| Huntington National Bank | 369 | $21.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 372 | $21.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 393 | $22.8K | 0.00% | +289+277.9% | Added |
| Farther Finance Advisors, LLC | 399 | $23.1K | 0.00% | −159−28.5% | Reduced |
| Westside Investment Management, Inc. | 414 | $24.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 430 | $25.0K | 0.00% | −11−2.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 432 | $25.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 465 | $27.0K | 0.00% | −4−0.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 466 | $27.1K | 0.00% | −9−1.9% | Reduced |
| IFP Advisors, Inc | 560 | $32.6K | 0.00% | +236+72.8% | Added |
| Smartleaf Asset Management LLC | 575 | $33.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 597 | $34.7K | 0.00% | −4−0.7% | Reduced |
| Covestor Ltd | 716 | $42.0K | 0.02% | +531+287.0% | Added |
| Optiver Holding B.V. | 731 | $42.5K | 0.00% | +434+146.1% | Added |
| EverSource Wealth Advisors, LLC | 735 | $42.7K | 0.00% | −513−41.1% | Reduced |
| Versant Capital Management, Inc | 753 | $43.8K | 0.00% | −95−11.2% | Reduced |
| Los Angeles Capital Management LLC | 769 | $44.7K | 0.00% | −821−51.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 890 | $51.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,015 | $59.0K | 0.00% | +1,015 | New |
| Sterling Capital Management LLC | 1,174 | $68.2K | 0.00% | −2,965−71.6% | Reduced |
| Allworth Financial LP | 1,285 | $74.7K | 0.00% | −152−10.6% | Reduced |
| Kemnay Advisory Services Inc. | 1,299 | $75.5K | 0.01% | +119+10.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,344 | $78.1K | 0.00% | +291+27.6% | Added |
| GAMMA Investing LLC | 1,347 | $78.3K | 0.00% | +66+5.2% | Added |
| Eurizon Capital SGR S.p.A. | 1,383 | $79.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,379 | $80.1K | 0.00% | −826−37.5% | Reduced |
| US Bancorp | 1,502 | $87.3K | 0.00% | −140−8.5% | Reduced |
| Assetmark, Inc | 1,851 | $107.6K | 0.00% | −28−1.5% | Reduced |
| Advisors Asset Management, Inc. | 1,921 | $111.7K | 0.00% | +24+1.3% | Added |
| Walleye Capital LLC | 1,942 | $112.9K | 0.00% | −48,708−96.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,961 | $114.0K | 0.00% | −248−11.2% | Reduced |
| FNY Investment Advisers, LLC | 2,000 | $116.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,260 | $131.4K | 0.00% | +566+33.4% | Added |
| GF Fund Management Co. Ltd. | 3,048 | $177.2K | 0.00% | +108+3.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,146 | $182.9K | 0.00% | +3,146 | New |
| Amalgamated Bank | 3,576 | $208.0K | 0.00% | −21−0.6% | Reduced |
