| Covestor Ltd | 19 | $0 | 0.00% | −6−24.0% | Reduced |
| Coston, McIsaac & Partners | 24 | $0 | 0.00% | +24 | New |
| Activest Wealth Management | 0 | $4 | 0.00% | 0 | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $5 | 0.00% | −15,700−100.0% | Reduced |
| DuPont Capital Management Corp | 2 | $29 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $29 | 0.00% | +2 | New |
| Strategic Wealth Partners, Ltd. | 3 | $44 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 12 | $176 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 12 | $176 | 0.00% | +12 | New |
| Compass Financial Services Inc | 18 | $264 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $410 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $483 | 0.00% | +33 | New |
| Pension & Wealth Management Advisors, Inc. | 35 | $512 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 52 | $729 | 0.00% | +52 | New |
| Gen-Wealth Partners Inc | 50 | $732 | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 50 | $732 | 0.00% | +50 | New |
| Bessemer Group Inc | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 134 | $1.00K | 0.00% | +134 | New |
| Avion Wealth | 100 | $1.00K | 0.00% | +100 | New |
| Federated Hermes, Inc. | 71 | $1.04K | 0.00% | −301−80.9% | Reduced |
| Toronto Dominion Bank | 93 | $1.36K | 0.00% | +93 | New |
| Massmutual Trust Co FSB | 99 | $1.45K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $1.46K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $1.46K | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 100 | $1.46K | 0.00% | +100 | New |
| Aventura Private Wealth, LLC | 100 | $1.46K | 0.00% | +100 | New |
| SOA Wealth Advisors, LLC. | 102 | $1.49K | 0.00% | −150−59.5% | Reduced |
| AdvisorNet Financial, Inc | 133 | $1.95K | 0.00% | +133 | New |
| UMA Financial Services, Inc. | 133 | $1.95K | 0.00% | +133 | New |
| Abound Wealth Management | 137 | $2.01K | 0.00% | +37+37.0% | Added |
| Plante Moran Financial Advisors, LLC | 144 | $2.11K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 158 | $2.31K | 0.00% | +158 | New |
| Pittenger & Anderson Inc | 180 | $2.64K | 0.00% | +180 | New |
| Prestige Wealth Management Group LLC | 194 | $2.84K | 0.00% | +34+21.3% | Added |
| HighMark Wealth Management LLC | 200 | $2.93K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 200 | $2.93K | 0.00% | +200 | New |
| Atlantic Edge Private Wealth Management, LLC | 200 | $2.93K | 0.00% | +200 | New |
| Scarborough Advisors, LLC | 206 | $3.02K | 0.00% | +206 | New |
| EverSource Wealth Advisors, LLC | 260 | $3.81K | 0.00% | +186+251.4% | Added |
| Parkside Financial Bank & Trust | 303 | $4.44K | 0.00% | +163+116.4% | Added |
| Kennebec Savings Bank | 336 | $4.92K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 380 | $5.56K | 0.00% | +380 | New |
| ORG Partners LLC | 420 | $6.22K | 0.00% | +420 | New |
| Chesapeake Asset Management LLC | 480 | $7.03K | 0.01% | −380−44.2% | Reduced |
| Citizens National Bank Trust Department | 500 | $7.32K | 0.00% | +500 | New |
| Concord Wealth Partners | 500 | $7.32K | 0.00% | +500 | New |
| Signature Resources Capital Management, LLC | 500 | $7.32K | 0.00% | +500 | New |
| FWL Investment Management, LLC | 525 | $7.69K | 0.00% | +525 | New |
| Armstrong Advisory Group, Inc | 553 | $8.10K | 0.00% | +403+268.7% | Added |
| Rothschild Investment LLC | 565 | $8.27K | 0.00% | +315+126.0% | Added |
| Ronald Blue Trust, Inc. | 584 | $8.55K | 0.00% | +584 | New |
| Stone House Investment Management, LLC | 600 | $8.78K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 600 | $8.78K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 600 | $8.78K | 0.00% | +600 | New |
| Quarry LP | 617 | $9.03K | 0.00% | +617 | New |
| Sterling Capital Management LLC | 697 | $10.2K | 0.00% | −846−54.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 800 | $11.7K | 0.00% | −200−20.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 825 | $12.1K | 0.00% | +825 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 850 | $12.4K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 850 | $12.4K | 0.00% | −50,870−98.4% | Reduced |
| Team Financial Group, LLC | 917 | $13.4K | 0.01% | +917 | New |
| Albion Financial Group | 1,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,000 | $14.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,075 | $15.0K | 0.00% | +475+79.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,026 | $15.0K | 0.00% | +1,026 | New |
| Archer Investment Corp | 1,096 | $16.0K | 0.00% | +100+10.0% | Added |
| Golden State Wealth Management, LLC | 1,100 | $16.1K | 0.00% | +1,100 | New |
| Bogart Wealth, LLC | 1,150 | $16.8K | 0.00% | +795+223.9% | Added |
| Ameritas Advisory Services, LLC | 1,339 | $19.6K | 0.00% | +1,339 | New |
| CoreCap Advisors, LLC | 1,356 | $19.9K | 0.00% | −1,395−50.7% | Reduced |
| GAMMA Investing LLC | 1,392 | $20.4K | 0.00% | −1−0.1% | Reduced |
| Fourth Dimension Wealth, LLC | 1,400 | $20.5K | 0.01% | +1,300+1,300.0% | Added |
| Fifth Third Bancorp | 1,431 | $20.9K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,464 | $21.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,500 | $22.0K | 0.00% | +1,500 | New |
| NBC Securities, Inc. | 1,535 | $22.0K | 0.00% | +1,285+514.0% | Added |
| American Capital Advisory, LLC | 1,537 | $22.5K | 0.01% | +15+1.0% | Added |
| Chung Wu Investment Group, LLC | 1,600 | $23.4K | 0.02% | +1,600 | New |
| Harbour Investments, Inc. | 1,626 | $23.8K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,400 | $23.8K | 0.02% | +1,075+330.8% | Added |
| Principal Securities, Inc. | 1,862 | $27.3K | 0.00% | +1,862 | New |
| Atlantic Union Bankshares Corp | 2,000 | $29.3K | 0.00% | +2,000 | New |
| Reyes Financial Architecture, Inc. | 2,000 | $29.3K | 0.03% | +2,000 | New |
| Cornerstone Planning Group LLC | 1,700 | $31.1K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2,150 | $31.5K | 0.02% | +2,150 | New |
| Parallel Advisors, LLC | 2,206 | $32.3K | 0.00% | +1,532+227.3% | Added |
| Danske Bank A/S | 2,500 | $36.6K | 0.00% | +2,500 | New |
| Gables Capital Management Inc. | 2,500 | $36.6K | 0.02% | +2,500 | New |
| Huntington National Bank | 2,800 | $41.0K | 0.00% | +2,800 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,830 | $41.0K | 0.00% | +2,830 | New |
| Russell Investments Group, Ltd. | 3,246 | $47.5K | 0.00% | −2,282−41.3% | Reduced |
| TD Waterhouse Canada Inc. | 3,431 | $50.8K | 0.00% | −3,655−51.6% | Reduced |
| Center for Financial Planning, Inc. | 3,645 | $53.4K | 0.01% | +695+23.6% | Added |
| Park Square Financial Group, LLC | 4,225 | $61.9K | 0.04% | +4,225 | New |
| CWM, LLC | 5,556 | $81.0K | 0.00% | +10+0.2% | Added |
| OP Asset Management Ltd | 6,082 | $89.0K | 0.00% | +6,082 | New |
| Nisa Investment Advisors, LLC | 6,118 | $89.6K | 0.00% | +5,542+962.2% | Added |
| SRS Capital Advisors, Inc. | 6,396 | $93.6K | 0.00% | +6,030+1,647.5% | Added |
| Spire Wealth Management | 6,566 | $96.1K | 0.00% | +6,066+1,213.2% | Added |
| KBC Group NV | 7,101 | $104.0K | 0.00% | −1,993−21.9% | Reduced |
