| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $286 | 0.00% | −19−95.0% | Reduced |
| Larson Financial Group LLC | 1 | $286 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $366 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $531 | 0.00% | +2 | New |
| CVA Family Office, LLC | 2 | $571 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $572 | 0.00% | −1−33.3% | Reduced |
| LRI Investments, LLC | 2 | $602 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $858 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| Benjamin Edwards Inc | 3 | $1.00K | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.12K | 0.00% | +1+50.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 4 | $1.14K | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 5 | $1.43K | 0.00% | −7−58.3% | Reduced |
| Manchester Capital Management LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.43K | 0.00% | +1+25.0% | Added |
| MV Capital Management, Inc. | 5 | $1.43K | 0.00% | +4+400.0% | Added |
| Jones Financial Companies LLLP | 5 | $1.43K | 0.00% | +5 | New |
| Hexagon Capital Partners LLC | 6 | $1.71K | 0.00% | −3−33.3% | Reduced |
| Bogart Wealth, LLC | 6 | $1.71K | 0.00% | +6 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $2.00K | 0.00% | −1−12.5% | Reduced |
| Penserra Capital Management LLC | 6 | $2.00K | 0.00% | −1,115−99.5% | Reduced |
| Avion Wealth | 10 | $2.00K | 0.00% | +4+66.7% | Added |
| Naples Money Management LLC | 9 | $2.52K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 9 | $2.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $2.57K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $2.86K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $3.62K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 13 | $3.71K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 13 | $3.71K | 0.00% | +13 | New |
| Pacifica Partners Inc. | 14 | $3.95K | 0.00% | +14 | New |
| Gen-Wealth Partners Inc | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $4.28K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 15 | $4.28K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $4.86K | 0.00% | +2+13.3% | Added |
| SJS Investment Consulting Inc. | 21 | $6.00K | 0.00% | −1−4.5% | Reduced |
| Global Financial Private Client, LLC | 23 | $6.57K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 24 | $6.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $6.85K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 24 | $6.85K | 0.00% | +1+4.3% | Added |
| Valued Wealth Advisors LLC | 24 | $6.86K | 0.00% | +3+14.3% | Added |
| Private Wealth Management Group, LLC | 24 | $6.86K | 0.00% | +13+118.2% | Added |
| Private Trust Co NA | 26 | $7.43K | 0.00% | −3−10.3% | Reduced |
| Carolinas Wealth Consulting LLC | 31 | $8.85K | 0.00% | −5−13.9% | Reduced |
| Continuum Advisory, LLC | 31 | $8.85K | 0.00% | +1+3.3% | Added |
| Huntington National Bank | 32 | $9.14K | 0.00% | +9+39.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $9.42K | 0.00% | +33 | New |
| Meeder Asset Management Inc | 33 | $9.43K | 0.00% | −699−95.5% | Reduced |
| Leonteq Securities AG | 34 | $9.71K | 0.00% | +28+466.7% | Added |
| Red Tortoise LLC | 36 | $10.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 37 | $10.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 38 | $10.9K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 40 | $11.0K | 0.00% | +1+2.6% | Added |
| Versant Capital Management, Inc | 41 | $11.7K | 0.00% | +1+2.5% | Added |
| WR Wealth Planners, LLC | 42 | $12.0K | 0.00% | +12+40.0% | Added |
| Geneos Wealth Management Inc. | 43 | $12.3K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 44 | $12.6K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 45 | $12.8K | 0.00% | −31−40.8% | Reduced |
| Spire Wealth Management | 46 | $13.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 55 | $15.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 57 | $16.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $17.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 63 | $18.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 63 | $18.0K | 0.00% | +13+26.0% | Added |
| Contravisory Investment Management, Inc. | 63 | $18.0K | 0.00% | −26−29.2% | Reduced |
| Global Retirement Partners, LLC | 67 | $19.1K | 0.00% | +3+4.7% | Added |
| Beacon Capital Management, LLC | 67 | $19.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 64 | $19.5K | 0.00% | +11+20.8% | Added |
| Riverview Trust Co | 75 | $21.4K | 0.02% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 79 | $22.6K | 0.02% | −1−1.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 80 | $22.8K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 83 | $24.0K | 0.01% | −2−2.4% | Reduced |
| Bell Investment Advisors, Inc | 86 | $24.6K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 99 | $28.3K | 0.01% | +99 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $28.6K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 110 | $31.4K | 0.00% | +8+7.8% | Added |
| Catalyst Capital Advisors LLC | 110 | $31.4K | 0.00% | +8+7.8% | Added |
| Deseret Mutual Benefit Administrators | 128 | $36.6K | 0.02% | 00.0% | Unchanged |
| Ossiam | 128 | $36.6K | 0.00% | +20+18.5% | Added |
| LGT Financial Advisors LLC | 139 | $39.7K | 0.08% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 143 | $40.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 147 | $42.0K | 0.02% | +1+0.7% | Added |
| Partnership Wealth Management, LLC | 150 | $42.8K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 151 | $43.1K | 0.00% | −8−5.0% | Reduced |
| Caldwell Trust Co | 186 | $53.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 191 | $53.6K | 0.01% | +40+26.5% | Added |
| Umb Bank N A | 196 | $56.0K | 0.00% | −17−8.0% | Reduced |
| JJJ Advisors Inc. | 212 | $60.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 214 | $61.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 233 | $66.5K | 0.00% | +23+11.0% | Added |
| Core Alternative Capital | 241 | $68.8K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 250 | $71.4K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 270 | $75.6K | 0.00% | +41+17.9% | Added |
| Caitlin John, LLC | 268 | $76.6K | 0.06% | −18−6.3% | Reduced |
| Gladius Capital Management LP | 294 | $84.0K | 0.08% | −120−29.0% | Reduced |
| Ancora Advisors, LLC | 312 | $89.1K | 0.00% | +145+86.8% | Added |
| Archer Investment Corp | 315 | $90.0K | 0.03% | −50−13.7% | Reduced |
| TD Waterhouse Canada Inc. | 325 | $91.0K | 0.00% | −12,648−97.5% | Reduced |