| SBI Securities Co., Ltd. | 1 | $68 | 0.00% | −26−96.3% | Reduced |
| Curio Wealth, LLC | 1 | $68 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $137 | 0.00% | +2 | New |
| Larson Financial Group LLC | 3 | $204 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $204 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $273 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $273 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $273 | 0.00% | +4 | New |
| Financial Consulate, Inc | 5 | $341 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 5 | $341 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $341 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 6 | $408 | 0.00% | −1−14.3% | Reduced |
| Zions Bancorporation, National Association | 6 | $409 | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 7 | $477 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 7 | $477 | 0.00% | +7 | New |
| Torren Management, LLC | 8 | $545 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $586 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $614 | 0.00% | +5+125.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $681 | 0.00% | +3+42.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 10 | $681 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $749 | 0.00% | +1+10.0% | Added |
| Rialto Wealth Management, LLC | 11 | $750 | 0.00% | +8+266.7% | Added |
| Spire Wealth Management | 12 | $818 | 0.00% | −1−7.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $818 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $818 | 0.00% | +1+9.1% | Added |
| Manning & Napier Advisors LLC | 14 | $919 | 0.00% | −111−88.8% | Reduced |
| Gilpin Wealth Management, LLC | 14 | $954 | 0.00% | +8+133.3% | Added |
| International Assets Investment Management, LLC | 18 | $1.24K | 0.00% | +2+12.5% | Added |
| Rossby Financial, LCC | 21 | $1.44K | 0.00% | +21 | New |
| Keating Financial Advisory Services, Inc. | 25 | $1.70K | 0.00% | −4−13.8% | Reduced |
| Marquette Asset Management, LLC | 26 | $1.77K | 0.00% | +19+271.4% | Added |
| Versant Capital Management, Inc | 28 | $1.91K | 0.00% | +12+75.0% | Added |
| Godfrey Financial Associates, Inc. | 29 | $1.98K | 0.00% | +4+16.0% | Added |
| Fortitude Family Office, LLC | 32 | $2.18K | 0.00% | +7+28.0% | Added |
| Massmutual Trust Co FSB | 32 | $2.18K | 0.00% | +32 | New |
| Harbour Investments, Inc. | 35 | $2.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $2.73K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 43 | $2.93K | 0.00% | +5+13.2% | Added |
| Jones Financial Companies LLLP | 49 | $3.24K | 0.00% | +49 | New |
| AdvisorNet Financial, Inc | 54 | $3.68K | 0.00% | −38−41.3% | Reduced |
| JFS Wealth Advisors, LLC | 57 | $3.88K | 0.00% | −1−1.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 63 | $4.29K | 0.00% | +63 | New |
| High Note Wealth, LLC | 71 | $4.84K | 0.00% | +71 | New |
| Kilter Group LLC | 73 | $4.97K | 0.00% | −3−3.9% | Reduced |
| Parkside Financial Bank & Trust | 74 | $5.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 75 | $5.11K | 0.00% | −75−50.0% | Reduced |
| CVA Family Office, LLC | 80 | $5.45K | 0.00% | +63+370.6% | Added |
| Leonteq Securities AG | 100 | $6.81K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 135 | $9.20K | 0.01% | +135 | New |
| TD Private Client Wealth LLC | 148 | $10.1K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 157 | $10.7K | 0.00% | +23+17.2% | Added |
| MAI Capital Management | 167 | $11.4K | 0.00% | +167 | New |
| Advisory Services Network, LLC | 169 | $11.5K | 0.00% | +169 | New |
| Bare Financial Services, Inc | 179 | $12.2K | 0.00% | +158+752.4% | Added |
| Rothschild Investment LLC | 188 | $12.8K | 0.00% | +12+6.8% | Added |
| Private Wealth Asset Management, LLC | 200 | $13.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 226 | $15.4K | 0.00% | −113−33.3% | Reduced |
| True Wealth Design, LLC | 228 | $15.5K | 0.00% | −1−0.4% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 229 | $15.6K | 0.01% | +229 | New |
| Quadrant Capital Group LLC | 275 | $18.7K | 0.00% | +208+310.4% | Added |
| SRS Capital Advisors, Inc. | 358 | $25.8K | 0.00% | −50−12.3% | Reduced |
| Signaturefd, LLC | 400 | $27.3K | 0.00% | +37+10.2% | Added |
| Basecamp Wealth Advisors LLC | 483 | $32.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 502 | $34.2K | 0.00% | +17+3.5% | Added |
| Farther Finance Advisors, LLC | 551 | $37.9K | 0.00% | +200+57.0% | Added |
| First Horizon Corp | 653 | $44.5K | 0.00% | −41−5.9% | Reduced |
| Allworth Financial LP | 678 | $46.2K | 0.00% | +44+6.9% | Added |
| Hantz Financial Services, Inc. | 706 | $48.0K | 0.00% | +619+711.5% | Added |
| Smartleaf Asset Management LLC | 938 | $61.6K | 0.00% | +17+1.8% | Added |
| GAMMA Investing LLC | 919 | $62.6K | 0.00% | −532−36.7% | Reduced |
| Salomon & Ludwin, LLC | 969 | $65.7K | 0.01% | +440+83.2% | Added |
| Kemnay Advisory Services Inc. | 997 | $67.9K | 0.01% | −860−46.3% | Reduced |
| US Bancorp | 1,037 | $70.7K | 0.00% | −203−16.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,045 | $71.2K | 0.00% | +151+16.9% | Added |
| Nisa Investment Advisors, LLC | 1,140 | $77.7K | 0.00% | +63+5.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,229 | $83.7K | 0.01% | +675+121.8% | Added |
| Quarry LP | 1,250 | $85.2K | 0.02% | −2,615−67.7% | Reduced |
| Covestor Ltd | 1,281 | $87.0K | 0.06% | −1,174−47.8% | Reduced |
| IFP Advisors, Inc | 1,322 | $90.1K | 0.00% | +65+5.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,453 | $99.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 1,580 | $104.2K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,683 | $114.7K | 0.06% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,803 | $122.8K | 0.00% | +226+14.3% | Added |
| Bellevue Group AG | 1,935 | $131.8K | 0.00% | −4,828−71.4% | Reduced |
| Sterling Capital Management LLC | 1,983 | $135.1K | 0.00% | −3,298−62.5% | Reduced |
| KBC Group NV | 2,347 | $160.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2,369 | $161.4K | 0.05% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,700 | $184.0K | 0.00% | −162−5.7% | Reduced |
| LSV Asset Management | 2,700 | $184.0K | 0.00% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 2,800 | $192.9K | 0.00% | +2,800 | New |
| Gallacher Capital Management LLC | 3,019 | $205.7K | 0.08% | +3,019 | New |
| Pallas Capital Advisors LLC | 3,090 | $210.5K | 0.01% | −184−5.6% | Reduced |
| The PNC Financial Services Group, Inc. | 3,128 | $213.1K | 0.00% | +244+8.5% | Added |
| Summit Global Investments | 3,173 | $216.0K | 0.01% | −13−0.4% | Reduced |
| GTS Securities LLC | 3,212 | $218.8K | 0.01% | +3,212 | New |
| denkapparat Operations GmbH | 3,290 | $224.1K | 0.09% | −2,668−44.8% | Reduced |
| Envestnet Asset Management Inc | 3,299 | $224.8K | 0.00% | +3,299 | New |
| Abacus Wealth Partners, LLC | 3,340 | $227.6K | 0.02% | −360−9.7% | Reduced |
