| Hemington Wealth Management | 16 | $0 | 0.00% | +11+220.0% | Added |
| Pinpoint Asset Management Ltd | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $53 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $106 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $106 | 0.00% | +2 | New |
| Capital A Wealth Management, LLC | 2 | $106 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 3 | $159 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 4 | $212 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $265 | 0.00% | −10−66.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $265 | 0.00% | −5−50.0% | Reduced |
| Skopos Labs, Inc. | 5 | $265 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $265 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $348 | 0.00% | +6 | New |
| NBC Securities, Inc. | 9 | $510 | 0.05% | −8,364−99.9% | Reduced |
| Rakuten Securities, Inc. | 10 | $529 | 0.00% | −15−60.0% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $529 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $581 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $634 | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 12 | $635 | 0.00% | +12 | New |
| Harbour Investments, Inc. | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 20 | $1.06K | 0.00% | +20 | New |
| Westside Investment Management, Inc. | 25 | $1.32K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 26 | $1.37K | 0.00% | +26 | New |
| High Note Wealth, LLC | 35 | $1.85K | 0.00% | +35 | New |
| MV Capital Management, Inc. | 35 | $1.85K | 0.00% | +26+288.9% | Added |
| Valley National Advisers Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 40 | $2.11K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 33 | $2.21K | 0.00% | +17+106.3% | Added |
| Legacy Wealth Managment, LLC | 33 | $2.21K | 0.00% | +17+106.3% | Added |
| GWM Advisors LLC | 42 | $2.22K | 0.00% | −83−66.4% | Reduced |
| Farmers & Merchants Investments Inc | 45 | $2.38K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 49 | $2.59K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 50 | $2.64K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 55 | $2.91K | 0.00% | +13+31.0% | Added |
| JFS Wealth Advisors, LLC | 58 | $3.07K | 0.00% | −16−21.6% | Reduced |
| Larson Financial Group LLC | 63 | $3.33K | 0.00% | −449−87.7% | Reduced |
| Huntington National Bank | 67 | $3.54K | 0.00% | −169−71.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 74 | $3.91K | 0.00% | +9+13.8% | Added |
| Continuum Advisory, LLC | 75 | $3.96K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 75 | $3.96K | 0.00% | +68+971.4% | Added |
| Sachetta, LLC | 76 | $4.02K | 0.00% | +47+162.1% | Added |
| Private Trust Co NA | 80 | $4.23K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 80 | $4.23K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 80 | $4.23K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 86 | $4.55K | 0.00% | +3+3.6% | Added |
| Private Wealth Management Group, LLC | 88 | $4.65K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 94 | $4.97K | 0.00% | +94 | New |
| Spire Wealth Management | 100 | $5.29K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $5.29K | 0.00% | +100 | New |
| Sterling Capital Management LLC | 110 | $5.82K | 0.00% | −1−0.9% | Reduced |
| SBI Securities Co., Ltd. | 128 | $6.77K | 0.00% | +128 | New |
| Fairscale Capital, LLC | 132 | $6.98K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 137 | $7.24K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 139 | $7.35K | 0.00% | +5+3.7% | Added |
| Mather Group, LLC. | 146 | $7.72K | 0.00% | +79+117.9% | Added |
| Leonteq Securities AG | 148 | $7.82K | 0.00% | −4,669−96.9% | Reduced |
| Coppell Advisory Solutions LLC | 147 | $7.88K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 150 | $7.93K | 0.00% | +90+150.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 163 | $8.62K | 0.00% | +98+150.8% | Added |
| PenderFund Capital Management Ltd. | 130 | $9.88K | 0.00% | +130 | New |
| Cullen/Frost Bankers, Inc. | 212 | $11.2K | 0.00% | +27+14.6% | Added |
| Principal Securities, Inc. | 218 | $11.5K | 0.00% | −6−2.7% | Reduced |
| Bessemer Group Inc | 227 | $12.0K | 0.00% | −505−69.0% | Reduced |
| Massmutual Trust Co FSB | 273 | $14.4K | 0.00% | −17−5.9% | Reduced |
| Aventura Private Wealth, LLC | 274 | $14.5K | 0.01% | +274 | New |
| Tradewinds Capital Management, LLC | 296 | $15.6K | 0.00% | −1,000−77.2% | Reduced |
| Financial Life Planners | 300 | $15.9K | 0.01% | +300 | New |
| Riggs Asset Managment Co. Inc. | 411 | $22.0K | 0.01% | +11+2.8% | Added |
| Federation des caisses Desjardins du Quebec | 430 | $22.7K | 0.00% | −85−16.5% | Reduced |
| Allworth Financial LP | 358 | $23.1K | 0.00% | +51+16.6% | Added |
| Smartleaf Asset Management LLC | 435 | $23.3K | 0.00% | +296+212.9% | Added |
| Rise Advisors, LLC | 445 | $23.5K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 446 | $24.0K | 0.00% | +125+38.9% | Added |
| Maryland Capital Advisors Inc. | 483 | $25.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $26.4K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 508 | $26.9K | 0.00% | −26−4.9% | Reduced |
| Umb Bank N A | 537 | $28.4K | 0.00% | +455+554.9% | Added |
| Walleye Capital LLC | 634 | $33.5K | 0.00% | −67,859−99.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 675 | $35.7K | 0.03% | +675 | New |
| Bayforest Capital Ltd | 700 | $37.0K | 0.05% | +700 | New |
| Orion Capital Management LLC | 703 | $37.2K | 0.02% | +703 | New |
| Versant Capital Management, Inc | 708 | $37.4K | 0.01% | +45+6.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 709 | $38.0K | 0.00% | +640+927.5% | Added |
| Optiver Holding B.V. | 776 | $41.0K | 0.00% | −229−22.8% | Reduced |
| Signaturefd, LLC | 937 | $49.5K | 0.00% | +93+11.0% | Added |
| Proequities, Inc. | 795 | $51.3K | 0.00% | +15+1.9% | Added |
| Van Hulzen Asset Management, LLC | 1,000 | $52.9K | 0.00% | +1,000 | New |
| Jones Financial Companies LLLP | 1,075 | $56.8K | 0.00% | +75+7.5% | Added |
| Meeder Asset Management Inc | 1,102 | $58.3K | 0.00% | −3,196−74.4% | Reduced |
| Farther Finance Advisors, LLC | 1,126 | $59.5K | 0.00% | +891+379.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,149 | $60.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,136 | $60.0K | 0.00% | +150+15.2% | Added |
| Quarry LP | 1,166 | $61.6K | 0.01% | +247+26.9% | Added |
| Credit Agricole S A | 1,175 | $62.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,215 | $64.2K | 0.00% | +697+134.6% | Added |
| GeoWealth Management, LLC | 1,291 | $68.2K | 0.00% | +1,291 | New |
| MAI Capital Management | 1,325 | $70.0K | 0.00% | +1,325 | New |
| Aster Capital Management (DIFC) Ltd | 1,385 | $73.2K | 0.03% | +1,385 | New |
| Ronald Blue Trust, Inc. | 1,452 | $76.8K | 0.00% | −2,609−64.2% | Reduced |
