| Westside Investment Management, Inc. | 10 | $0 | 0.00% | −225−95.7% | Reduced |
| Cambridge Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Steward Financial Group LLC | 6 | $0 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1 | $74 | 0.00% | +1 | New |
| PSI Advisors, LLC | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2 | $147 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 74 | $194 | 0.00% | +74 | New |
| Brown, Lisle/Cummings, Inc. | 3 | $221 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $221 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 3 | $221 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 4 | $295 | 0.00% | −1−20.0% | Reduced |
| Baker Avenue Asset Management, LP | 4 | $295 | 0.00% | +4 | New |
| Quadrant Capital Group LLC | 4 | $295 | 0.00% | +4 | New |
| Kelly Financial Services LLC | 6 | $442 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $516 | 0.00% | +4+133.3% | Added |
| Bogart Wealth, LLC | 9 | $663 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $737 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 11 | $797 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11 | $811 | 0.00% | +11 | New |
| Harbour Investments, Inc. | 12 | $884 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12 | $884 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 12 | $884 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13 | $958 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $1.00K | 0.00% | −1−11.1% | Reduced |
| Capital Analysts, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Lakewood Asset Management LLC | 14 | $1.00K | 0.00% | +14 | New |
| Western Pacific Wealth Management, LP | 14 | $1.03K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 14 | $1.03K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 15 | $1.10K | 0.00% | −7−31.8% | Reduced |
| Tortoise Investment Management, LLC | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 17 | $1.25K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 17 | $1.25K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 17 | $1.25K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $1.33K | 0.00% | +5+38.5% | Added |
| Institutional & Family Asset Management, LLC | 19 | $1.40K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $1.43K | 0.00% | +4+26.7% | Added |
| Allworth Financial LP | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 21 | $1.55K | 0.00% | +21 | New |
| Anchor Investment Management, LLC | 25 | $1.84K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $1.84K | 0.00% | +25 | New |
| Register Financial Advisors LLC | 25 | $1.84K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 26 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $1.99K | 0.00% | +20+285.7% | Added |
| RWM Asset Management, LLC | 31 | $2.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $2.28K | 0.00% | +31 | New |
| Concord Wealth Partners | 32 | $2.36K | 0.00% | +32 | New |
| Laurel Wealth Advisors LLC | 32 | $2.36K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 38 | $2.80K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 52 | $3.83K | 0.00% | +52 | New |
| Whittier Trust Co | 59 | $4.35K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 58 | $4.44K | 0.00% | +58 | New |
| Highlander Capital Management, LLC | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 69 | $5.08K | 0.00% | +67+3,350.0% | Added |
| Manchester Capital Management LLC | 70 | $5.16K | 0.00% | +70 | New |
| Steward Partners Investment Advisory, LLC | 81 | $5.97K | 0.00% | −2−2.4% | Reduced |
| MBM Wealth Consultants, LLC | 78 | $6.00K | 0.00% | +78 | New |
| Belpointe Asset Management LLC | 90 | $6.67K | 0.00% | +90 | New |
| Key Financial Inc | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 96 | $7.07K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 103 | $7.59K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 115 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 118 | $8.70K | 0.00% | +118 | New |
| GHP Investment Advisors, Inc. | 128 | $9.43K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 184 | $13.6K | 0.00% | +17+10.2% | Added |
| Central Trust Co | 211 | $15.5K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 231 | $17.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 265 | $19.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 269 | $19.8K | 0.00% | −4−1.5% | Reduced |
| GoalVest Advisory LLC | 329 | $24.2K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 360 | $26.5K | 0.00% | −25−6.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 412 | $30.4K | 0.00% | +412 | New |
| Lindbrook Capital, LLC | 431 | $31.8K | 0.00% | −171−28.4% | Reduced |
| Virtus Fund Advisers, LLC | 476 | $35.1K | 0.25% | +476 | New |
| Exchange Traded Concepts, LLC | 491 | $36.2K | 0.00% | −5,817−92.2% | Reduced |
| Centerpoint Advisors, LLC | 500 | $37.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 511 | $37.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 525 | $38.7K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 553 | $40.8K | 0.00% | −325−37.0% | Reduced |
| Gladius Capital Management LP | 559 | $41.2K | 0.01% | −313−35.9% | Reduced |
| Tower Research Capital LLC (TRC) | 626 | $46.0K | 0.00% | −907−59.2% | Reduced |
| GWM Advisors LLC | 785 | $54.9K | 0.00% | +785 | New |
| Money Concepts Capital Corp | 759 | $55.9K | 0.00% | +9+1.2% | Added |
| Citigroup Inc | 767 | $56.5K | 0.00% | −207−21.3% | Reduced |
| The PNC Financial Services Group, Inc. | 864 | $63.7K | 0.00% | +108+14.3% | Added |
| Glassy Mountain Advisors, Inc. | 969 | $71.4K | 0.04% | +969 | New |
| Fifth Third Bancorp | 1,000 | $73.7K | 0.00% | −5−0.5% | Reduced |
| Leonteq Securities AG | 1,000 | $73.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,045 | $77.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,094 | $81.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,186 | $87.4K | 0.00% | −515−30.3% | Reduced |
| Metropolitan Life Insurance Co | 1,429 | $105.3K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,682 | $123.9K | 0.13% | +1,682 | New |
| Ameritas Investment Partners, Inc. | 1,843 | $143.8K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 2,003 | $148.0K | 0.01% | +2,003 | New |
| New York State Teachers Retirement System | 2,089 | $154.0K | 0.00% | +2,089 | New |