| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $64 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $128 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3 | $192 | 0.00% | −8−72.7% | Reduced |
| HFM Investment Advisors, LLC | 3 | $192 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $192 | 0.00% | +2+200.0% | Added |
| Rialto Wealth Management, LLC | 3 | $193 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 4 | $256 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $321 | 0.00% | −5−50.0% | Reduced |
| DecisionPoint Financial, LLC | 5 | $321 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 7 | $449 | 0.00% | −5−41.7% | Reduced |
| SJS Investment Consulting Inc. | 7 | $449 | 0.00% | −1−12.5% | Reduced |
| Raleigh Capital Management Inc. | 8 | $512 | 0.00% | +8 | New |
| Twin Peaks Wealth Advisors, LLC | 7 | $535 | 0.00% | +7 | New |
| Arlington Trust Co LLC | 10 | $640 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 10 | $641 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $704 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $768 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 12 | $769 | 0.00% | −19−61.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $833 | 0.00% | +4+44.4% | Added |
| Creative Financial Designs Inc | 14 | $896 | 0.00% | −9−39.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 14 | $896 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $896 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $930 | 0.00% | −153−92.2% | Reduced |
| Cornerstone Planning Group LLC | 13 | $959 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +10 | New |
| Activest Wealth Management | 16 | $1.02K | 0.00% | +14+700.0% | Added |
| Bogart Wealth, LLC | 21 | $1.34K | 0.00% | +21 | New |
| Atlantic Trust, LLC | 25 | $1.60K | 0.00% | −35−58.3% | Reduced |
| High Note Wealth, LLC | 25 | $1.60K | 0.00% | −3−10.7% | Reduced |
| Capital A Wealth Management, LLC | 25 | $1.71K | 0.02% | +25 | New |
| MV Capital Management, Inc. | 27 | $1.73K | 0.00% | −8−22.9% | Reduced |
| Toth Financial Advisory Corp | 28 | $1.79K | 0.00% | +28 | New |
| Avion Wealth | 34 | $2.00K | 0.00% | +17+100.0% | Added |
| Legacy Wealth Managment, LLC | 33 | $2.11K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 33 | $2.11K | 0.00% | +33 | New |
| CIBC Private Wealth Group, LLC | 39 | $2.50K | 0.00% | +37+1,850.0% | Added |
| Sachetta, LLC | 42 | $2.69K | 0.00% | −34−44.7% | Reduced |
| SBI Securities Co., Ltd. | 46 | $2.94K | 0.00% | −395−89.6% | Reduced |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 49 | $3.14K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $3.20K | 0.00% | −2−3.8% | Reduced |
| Sound Income Strategies, LLC | 50 | $3.20K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 52 | $3.33K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 52 | $3.33K | 0.00% | +52 | New |
| Brown Brothers Harriman & Co | 56 | $3.58K | 0.00% | +56 | New |
| Hemington Wealth Management | 63 | $4.00K | 0.00% | +26+70.3% | Added |
| Fortitude Family Office, LLC | 63 | $4.03K | 0.00% | +63 | New |
| JFS Wealth Advisors, LLC | 63 | $4.03K | 0.00% | −6−8.7% | Reduced |
| Parkside Financial Bank & Trust | 63 | $4.03K | 0.00% | +20+46.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $4.16K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 70 | $4.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 71 | $4.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 74 | $4.74K | 0.00% | −18−19.6% | Reduced |
| TD Waterhouse Canada Inc. | 75 | $4.81K | 0.00% | +75 | New |
| Private Trust Co NA | 80 | $5.12K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 88 | $5.63K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $5.76K | 0.00% | +8+9.8% | Added |
| SRS Capital Advisors, Inc. | 95 | $6.08K | 0.00% | +23+31.9% | Added |
| Spire Wealth Management | 100 | $6.40K | 0.00% | −162−61.8% | Reduced |
| Geneos Wealth Management Inc. | 100 | $6.40K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 100 | $6.40K | 0.00% | +100 | New |
| Kozak & Associates, Inc. | 100 | $6.48K | 0.00% | +100 | New |
| First Pacific Financial | 104 | $6.66K | 0.00% | +22+26.8% | Added |
| Rakuten Securities, Inc. | 107 | $6.85K | 0.00% | +97+970.0% | Added |
| Huntington National Bank | 119 | $7.62K | 0.00% | −24−16.8% | Reduced |
| Leonteq Securities AG | 136 | $8.71K | 0.00% | +43+46.2% | Added |
| Key Financial Inc | 137 | $8.77K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 132 | $9.76K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 168 | $10.8K | 0.00% | −190−53.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 192 | $12.3K | 0.00% | +192 | New |
| Aventura Private Wealth, LLC | 199 | $12.7K | 0.01% | −75−27.4% | Reduced |
| Fairway Wealth LLC | 200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 215 | $13.8K | 0.00% | +215 | New |
| Rothschild Investment LLC | 235 | $15.0K | 0.00% | +5+2.2% | Added |
| Essential Partners LLC | 237 | $15.2K | 0.01% | +237 | New |
| First Horizon Advisors, Inc. | 243 | $15.6K | 0.00% | +175+257.4% | Added |
| Kestra Investment Management, LLC | 266 | $15.7K | 0.00% | +157+144.0% | Added |
| Larson Financial Group LLC | 248 | $15.9K | 0.00% | −609−71.1% | Reduced |
| Maryland Capital Advisors Inc. | 256 | $16.4K | 0.01% | −227−47.0% | Reduced |
| Sterling Capital Management LLC | 261 | $16.7K | 0.00% | +149+133.0% | Added |
| IFP Advisors, Inc | 195 | $18.2K | 0.00% | +129+195.5% | Added |
| Tradewinds Capital Management, LLC | 296 | $18.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 339 | $21.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 364 | $23.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 405 | $25.9K | 0.01% | +40+11.0% | Added |
| True Wealth Design, LLC | 420 | $26.9K | 0.01% | +260+162.5% | Added |
| Riggs Asset Managment Co. Inc. | 421 | $27.0K | 0.01% | +21+5.3% | Added |
| Federation des caisses Desjardins du Quebec | 430 | $27.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 461 | $29.0K | 0.02% | −1,701−78.7% | Reduced |
| Ci Investments Inc. | 474 | $30.0K | 0.00% | +58+13.9% | Added |
| Bessemer Group Inc | 463 | $30.0K | 0.00% | +238+105.8% | Added |
| Massmutual Trust Co FSB | 475 | $30.4K | 0.00% | +125+35.7% | Added |
| Banque Cantonale Vaudoise | 491 | $31.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 496 | $32.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $32.0K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 601 | $38.5K | 0.01% | +302+101.0% | Added |
| Hantz Financial Services, Inc. | 639 | $41.0K | 0.00% | +596+1,386.0% | Added |
| Meeder Asset Management Inc | 679 | $43.5K | 0.00% | +679 | New |
| Orion Capital Management LLC | 703 | $45.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 777 | $49.7K | 0.00% | +353+83.3% | Added |
