| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Davis Capital Management | 3 | $228 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 4 | $305 | 0.00% | +1+33.3% | Added |
| Abound Wealth Management | 4 | $305 | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 5 | $380 | 0.00% | +5 | New |
| Stone House Investment Management, LLC | 6 | $456 | 0.00% | +6 | New |
| Essential Partners LLC | 7 | $532 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 8 | $608 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $912 | 0.00% | +12 | New |
| Valued Wealth Advisors LLC | 18 | $1.37K | 0.00% | +18 | New |
| UMA Financial Services, Inc. | 19 | $1.45K | 0.00% | +19 | New |
| Toth Financial Advisory Corp | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21 | $1.60K | 0.00% | +21 | New |
| Zions Bancorporation, National Association | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $1.98K | 0.00% | −30−53.6% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $2.05K | 0.00% | −5−15.6% | Reduced |
| Optiver Holding B.V. | 29 | $2.20K | 0.00% | −47−61.8% | Reduced |
| North Star Investment Management Corp. | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 30 | $2.28K | 0.00% | +30 | New |
| Federation des caisses Desjardins du Quebec | 30 | $2.28K | 0.00% | +30 | New |
| Huntington National Bank | 32 | $2.43K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $2.43K | 0.00% | +32 | New |
| Keating Financial Advisory Services, Inc. | 37 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $3.19K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $3.80K | 0.00% | +50 | New |
| Kilter Group LLC | 58 | $4.41K | 0.00% | −25−30.1% | Reduced |
| Rothschild Investment LLC | 58 | $4.41K | 0.00% | +3+5.5% | Added |
| Cape Investment Advisory, Inc. | 60 | $4.56K | 0.00% | +60 | New |
| Cornerstone Financial Management LLC | 67 | $5.09K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 69 | $5.25K | 0.00% | +69 | New |
| Rialto Wealth Management, LLC | 70 | $5.32K | 0.00% | +41+141.4% | Added |
| Rossby Financial, LCC | 77 | $5.85K | 0.00% | −100−56.5% | Reduced |
| GWM Advisors LLC | 85 | $6.46K | 0.00% | +85 | New |
| True Wealth Design, LLC | 85 | $6.46K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 92 | $6.99K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 100 | $7.60K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 106 | $8.06K | 0.00% | +51+92.7% | Added |
| Umb Bank N A | 107 | $8.13K | 0.00% | +2+1.9% | Added |
| MTM Investment Management, LLC | 128 | $9.73K | 0.00% | +128 | New |
| Brown Brothers Harriman & Co | 138 | $10.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 141 | $10.7K | 0.00% | −190−57.4% | Reduced |
| Gill Capital Partners, LLC | 150 | $11.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 160 | $12.2K | 0.00% | −21,679−99.3% | Reduced |
| IFP Advisors, Inc | 173 | $13.2K | 0.00% | −1,999−92.0% | Reduced |
| Sterling Capital Management LLC | 177 | $13.5K | 0.00% | −11,324−98.5% | Reduced |
| J.Safra Asset Management Corp | 182 | $13.8K | 0.00% | +60+49.2% | Added |
| Clearstead Advisors, LLC | 184 | $14.0K | 0.00% | +184 | New |
| Parallel Advisors, LLC | 192 | $14.6K | 0.00% | +34+21.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 200 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 208 | $15.8K | 0.01% | +200+2,500.0% | Added |
| Larson Financial Group LLC | 215 | $16.3K | 0.00% | +158+277.2% | Added |
| Signature Equity Partners, LLC | 234 | $17.8K | 0.01% | +234 | New |
| Walleye Capital LLC | 235 | $17.9K | 0.00% | −5,621−96.0% | Reduced |
| EverSource Wealth Advisors, LLC | 258 | $19.6K | 0.00% | −295−53.3% | Reduced |
| US Bancorp | 294 | $22.3K | 0.00% | −71−19.5% | Reduced |
| Global Retirement Partners, LLC | 342 | $26.0K | 0.00% | +342 | New |
| Smartleaf Asset Management LLC | 437 | $29.7K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 395 | $30.0K | 0.00% | +395 | New |
| Allworth Financial LP | 487 | $37.0K | 0.00% | −855−63.7% | Reduced |
| Salomon & Ludwin, LLC | 576 | $39.6K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 550 | $42.0K | 0.00% | +550 | New |
| Nykredit A/S | 557 | $42.3K | 0.00% | +557 | New |
| Pinnacle Wealth Planning Services, Inc. | 854 | $64.9K | 0.01% | +524+158.8% | Added |
| Covestor Ltd | 851 | $65.0K | 0.04% | −15,127−94.7% | Reduced |
| Signaturefd, LLC | 863 | $65.6K | 0.00% | +16+1.9% | Added |
| Leonteq Securities AG | 900 | $68.4K | 0.00% | +900 | New |
| Clear Street Markets LLC | 916 | $69.6K | 0.01% | +916 | New |
| Concurrent Investment Advisors, LLC | 961 | $73.0K | 0.00% | +961 | New |
| Public Employees Retirement System of Ohio | 969 | $73.7K | 0.00% | −122−11.2% | Reduced |
| Elequin Capital LP | 974 | $74.0K | 0.00% | +974 | New |
| Bayforest Capital Ltd | 1,073 | $81.6K | 0.08% | +1,073 | New |
| Nisa Investment Advisors, LLC | 1,164 | $88.5K | 0.00% | +145+14.2% | Added |
| Meeder Asset Management Inc | 1,214 | $92.3K | 0.00% | +1,214 | New |
| KBC Group NV | 1,361 | $103.0K | 0.00% | +1,361 | New |
| SBI Securities Co., Ltd. | 1,466 | $111.4K | 0.00% | +1,364+1,337.3% | Added |
| Crews Bank & Trust | 1,600 | $121.6K | 0.02% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 1,631 | $124.0K | 0.00% | +203+14.2% | Added |
| Rockefeller Capital Management L.P. | 1,666 | $126.6K | 0.00% | +334+25.1% | Added |
| SRS Capital Advisors, Inc. | 1,858 | $141.2K | 0.00% | +1,737+1,435.5% | Added |
| Versant Capital Management, Inc | 2,027 | $154.1K | 0.01% | −189−8.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,119 | $161.1K | 0.00% | +2,119 | New |
| Quadrant Capital Group LLC | 2,768 | $210.4K | 0.01% | +1,238+80.9% | Added |
| Graham Capital Management, L.P. | 2,787 | $211.8K | 0.01% | +2,787 | New |
| AE Wealth Management LLC | 2,805 | $213.2K | 0.00% | +2,805 | New |
| Jasper Ridge Partners, L.P. | 2,808 | $213.4K | 0.00% | +2,808 | New |
| Foundations Investment Advisors, LLC | 2,900 | $220.4K | 0.00% | +2,900 | New |
| Revisor Wealth Management LLC | 2,902 | $220.6K | 0.05% | +2,902 | New |
| IPG Investment Advisors LLC | 2,913 | $221.4K | 0.03% | +2,913 | New |
| Joel Isaacson & Co., LLC | 2,944 | $223.8K | 0.01% | +2,944 | New |
| Connors Investor Services Inc | 3,000 | $228.0K | 0.02% | +3,000 | New |
| CIBC Asset Management Inc | 3,102 | $235.8K | 0.00% | +3,102 | New |
| Ritholtz Wealth Management | 3,201 | $243.3K | 0.00% | +3,201 | New |
| Mirabella Financial Services LLP | 3,205 | $243.6K | 0.02% | +3,205 | New |
| NBC Securities, Inc. | 3,206 | $243.7K | 0.02% | +3,206 | New |
| Perigon Wealth Management, LLC | 3,227 | $245.3K | 0.00% | +3,227 | New |
| Mangrove Partners | 3,285 | $249.7K | 0.02% | +3,285 | New |
| Captrust Financial Advisors | 3,303 | $251.1K | 0.00% | +3,303 | New |
| The PNC Financial Services Group, Inc. | 3,407 | $259.0K | 0.00% | −331−8.9% | Reduced |
| Snowden Capital Advisors LLC | 3,474 | $264.1K | 0.01% | +3,474 | New |
| Fulcrum Asset Management LLP | 3,888 | $264.2K | 0.03% | +3,888 | New |
