| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $92 | 0.00% | −3,013−100.0% | Reduced |
| TD Private Client Wealth LLC | 1 | $92 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $92 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $92 | 0.00% | +1 | New |
| Toronto Dominion Bank | 1 | $134 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 2 | $184 | 0.00% | +1+100.0% | Added |
| Dunhill Financial, LLC | 2 | $211 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 4 | $367 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $459 | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 5 | $459 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $460 | 0.00% | −2−28.6% | Reduced |
| HFM Investment Advisors, LLC | 5 | $460 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $460 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 6 | $551 | 0.00% | +6 | New |
| South State Corp. | 6 | $552 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 8 | $735 | 0.00% | +4+100.0% | Added |
| Trust Co | 8 | $735 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $828 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 9 | $828 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 10 | $919 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 10 | $919 | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $1.01K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $1.10K | 0.00% | +1+9.1% | Added |
| UMA Financial Services, Inc. | 12 | $1.10K | 0.00% | +5+71.4% | Added |
| Salomon & Ludwin, LLC | 12 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $1.38K | 0.00% | +15 | New |
| Activest Wealth Management | 17 | $1.56K | 0.00% | +1+6.3% | Added |
| Central Trust Co | 17 | $1.56K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 13 | $1.62K | 0.00% | +4+44.4% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $1.66K | 0.00% | +6+50.0% | Added |
| Barrett & Company, Inc. | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 20 | $1.84K | 0.00% | +20 | New |
| Manchester Capital Management LLC | 21 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $1.93K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $1.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $2.00K | 0.00% | −5−15.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 23 | $2.12K | 0.00% | −186−89.0% | Reduced |
| Atlantic Trust, LLC | 25 | $2.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 26 | $2.39K | 0.00% | +26 | New |
| MV Capital Management, Inc. | 27 | $2.48K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 28 | $2.57K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 28 | $2.57K | 0.00% | +28 | New |
| LRI Investments, LLC | 30 | $2.72K | 0.00% | +30 | New |
| Battery Global Advisors, LLC | 32 | $2.94K | 0.00% | +32 | New |
| Optima Capital LLC | 32 | $2.94K | 0.00% | +32 | New |
| Leonteq Securities AG | 33 | $3.03K | 0.00% | −1,384−97.7% | Reduced |
| Zions Bancorporation, National Association | 37 | $3.40K | 0.00% | +37 | New |
| Colonial Trust Co | 40 | $3.68K | 0.00% | −13−24.5% | Reduced |
| High Note Wealth, LLC | 42 | $3.86K | 0.00% | +17+68.0% | Added |
| Sachetta, LLC | 42 | $3.86K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $4.00K | 0.00% | +50 | New |
| Whittier Trust Co | 46 | $4.46K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 52 | $4.78K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 56 | $5.15K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 56 | $5.15K | 0.00% | +40+250.0% | Added |
| Keating Financial Advisory Services, Inc. | 58 | $5.33K | 0.00% | +58 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $6.45K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 73 | $6.71K | 0.00% | +1+1.4% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 74 | $6.80K | 0.01% | −8−9.8% | Reduced |
| SageView Advisory Group, LLC | 74 | $6.80K | 0.00% | +74 | New |
| TD Waterhouse Canada Inc. | 75 | $6.89K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 75 | $6.89K | 0.00% | +75 | New |
| First Pacific Financial | 88 | $8.09K | 0.00% | −9−9.3% | Reduced |
| Private Wealth Management Group, LLC | 88 | $8.09K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 94 | $8.64K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 95 | $8.73K | 0.00% | −12−11.2% | Reduced |
| Farmers & Merchants Investments Inc | 97 | $8.91K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 99 | $9.10K | 0.01% | +99 | New |
| Wolff Wiese Magana LLC | 99 | $9.10K | 0.00% | +50+102.0% | Added |
| Geneos Wealth Management Inc. | 100 | $9.19K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 104 | $9.56K | 0.00% | +104 | New |
| Quarry LP | 105 | $9.65K | 0.00% | +105 | New |
| JFS Wealth Advisors, LLC | 105 | $9.65K | 0.00% | +29+38.2% | Added |
| Parkside Financial Bank & Trust | 108 | $9.93K | 0.00% | −41−27.5% | Reduced |
| Bell Investment Advisors, Inc | 117 | $10.8K | 0.00% | +52+80.0% | Added |
| Aster Capital Management (DIFC) Ltd | 131 | $12.0K | 0.01% | +131 | New |
| Fairscale Capital, LLC | 132 | $12.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 137 | $12.6K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 142 | $13.0K | 0.00% | +142 | New |
| First Horizon Corp | 151 | $13.9K | 0.00% | +83+122.1% | Added |
| Abound Wealth Management | 155 | $14.3K | 0.00% | −110−41.5% | Reduced |
| Macquarie Group Ltd | 163 | $15.0K | 0.00% | −292,042−99.9% | Reduced |
| Aventura Private Wealth, LLC | 199 | $18.3K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 210 | $19.3K | 0.01% | +210 | New |
| Strategic Advocates LLC | 213 | $20.2K | 0.01% | +213 | New |
| Root Financial Partners, LLC | 224 | $20.6K | 0.00% | +34+17.9% | Added |
| Crewe Advisors LLC | 224 | $20.6K | 0.00% | +44+24.4% | Added |
| PenderFund Capital Management Ltd. | 230 | $21.1K | 0.00% | −75−24.6% | Reduced |
| Private Trust Co NA | 232 | $21.3K | 0.00% | +152+190.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 236 | $21.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 242 | $22.2K | 0.01% | −29−10.7% | Reduced |
| Meeder Asset Management Inc | 243 | $22.3K | 0.00% | +243 | New |
| Rothschild Investment LLC | 247 | $22.7K | 0.00% | +12+5.1% | Added |
| Global Trust Asset Management, LLC | 255 | $23.4K | 0.01% | −1,775−87.4% | Reduced |
| Maryland Capital Advisors Inc. | 256 | $23.5K | 0.01% | 00.0% | Unchanged |