| Cornerstone Planning Group LLC | 2 | $95 | 0.00% | −135−98.5% | Reduced |
| Hughes Financial Services, LLC | 2 | $103 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $104 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $127 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 3 | $155 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $207 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $258 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 6 | $310 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $362 | 0.00% | +5+250.0% | Added |
| Quaker Wealth Management, LLC | 7 | $362 | 0.00% | +7 | New |
| United Financial Planning Group LLC | 8 | $413 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 9 | $465 | 0.00% | +9 | New |
| Cromwell Holdings LLC | 9 | $465 | 0.00% | +9 | New |
| Fortitude Family Office, LLC | 10 | $516 | 0.00% | +2+25.0% | Added |
| Harbour Investments, Inc. | 10 | $516 | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 10 | $516 | 0.00% | +10 | New |
| International Assets Investment Management, LLC | 11 | $568 | 0.00% | +11 | New |
| Transamerica Financial Advisors, Inc. | 12 | $620 | 0.00% | +4+50.0% | Added |
| AdvisorNet Financial, Inc | 12 | $620 | 0.00% | +12 | New |
| Proathlete Wealth Management LLC | 15 | $774 | 0.00% | +15 | New |
| South State Corp. | 19 | $981 | 0.00% | +9+90.0% | Added |
| Principia Wealth Advisory, LLC | 21 | $1.08K | 0.00% | +2+10.5% | Added |
| Zions Bancorporation, National Association | 29 | $1.50K | 0.00% | +29 | New |
| UMA Financial Services, Inc. | 30 | $1.55K | 0.00% | +30 | New |
| Rossby Financial, LCC | 31 | $1.60K | 0.00% | +14+82.4% | Added |
| Nisa Investment Advisors, LLC | 35 | $1.81K | 0.00% | −45−56.3% | Reduced |
| Optiver Holding B.V. | 40 | $2.06K | 0.00% | −233−85.3% | Reduced |
| Private Trust Co NA | 41 | $2.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $2.48K | 0.00% | −213−81.6% | Reduced |
| Valued Wealth Advisors LLC | 57 | $2.94K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 60 | $3.10K | 0.00% | +60 | New |
| Versant Capital Management, Inc | 61 | $3.15K | 0.00% | +61 | New |
| Pinnacle Wealth Planning Services, Inc. | 65 | $3.36K | 0.00% | +65 | New |
| Salomon & Ludwin, LLC | 67 | $3.54K | 0.00% | +67 | New |
| First Horizon Corp | 72 | $3.72K | 0.00% | −156−68.4% | Reduced |
| Medallion Wealth Advisors, LLC | 73 | $3.77K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 76 | $3.92K | 0.00% | +76 | New |
| Kilter Group LLC | 78 | $4.03K | 0.00% | +78 | New |
| Johnson Financial Group, Inc. | 84 | $4.34K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 88 | $4.54K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 88 | $4.54K | 0.00% | +88 | New |
| Farmers & Merchants Investments Inc | 90 | $4.65K | 0.00% | +5+5.9% | Added |
| Larson Financial Group LLC | 92 | $4.75K | 0.00% | +90+4,500.0% | Added |
| HM Payson & Co | 100 | $5.16K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 102 | $5.26K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 120 | $6.20K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 136 | $7.02K | 0.00% | +136 | New |
| Tucker Asset Management LLC | 138 | $7.13K | 0.00% | +138 | New |
| EFG International AG | 138 | $7.13K | 0.00% | +138 | New |
| SageView Advisory Group, LLC | 138 | $7.13K | 0.00% | +138 | New |
| IFP Advisors, Inc | 165 | $8.52K | 0.00% | +165 | New |
| HighMark Wealth Management LLC | 172 | $8.88K | 0.00% | +30+21.1% | Added |
| Allworth Financial LP | 184 | $9.50K | 0.00% | +23+14.3% | Added |
| Danske Bank A/S | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 205 | $10.6K | 0.01% | −86−29.6% | Reduced |
| Financial Consulate, Inc | 250 | $12.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 255 | $13.2K | 0.00% | −633−71.3% | Reduced |
| Hurley Capital, LLC | 264 | $13.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 266 | $13.7K | 0.01% | −171−39.1% | Reduced |
| Golden State Wealth Management, LLC | 273 | $14.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 336 | $17.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 347 | $17.9K | 0.00% | +347 | New |
| Whittier Trust Co of Nevada Inc | 412 | $21.8K | 0.00% | −187−31.2% | Reduced |
| MAI Capital Management | 461 | $23.8K | 0.00% | +2+0.4% | Added |
| Clearstead Advisors, LLC | 476 | $24.6K | 0.00% | −13−2.7% | Reduced |
| TD Private Client Wealth LLC | 480 | $24.8K | 0.00% | +71+17.4% | Added |
| Los Angeles Capital Management LLC | 502 | $25.4K | 0.00% | +502 | New |
| Massmutual Trust Co FSB | 493 | $25.5K | 0.00% | +189+62.2% | Added |
| Farther Finance Advisors, LLC | 494 | $25.5K | 0.00% | +187+60.9% | Added |
| DV Trading LLC | 500 | $25.8K | 0.00% | +500 | New |
| GWM Advisors LLC | 545 | $28.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 576 | $29.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 578 | $29.8K | 0.00% | +569+6,322.2% | Added |
| Assetmark, Inc | 593 | $30.6K | 0.00% | −463−43.8% | Reduced |
| Fifth Third Bancorp | 649 | $33.5K | 0.00% | +37+6.0% | Added |
| Parallel Advisors, LLC | 654 | $33.8K | 0.00% | +73+12.6% | Added |
| HHM Wealth Advisors, LLC | 665 | $34.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 712 | $36.8K | 0.00% | −1,322−65.0% | Reduced |
| Sterling Capital Management LLC | 761 | $39.3K | 0.00% | +602+378.6% | Added |
| GW&K Investment Management, LLC | 876 | $45.0K | 0.00% | +381+77.0% | Added |
| Parkside Financial Bank & Trust | 998 | $51.5K | 0.00% | +112+12.6% | Added |
| Cherry Tree Wealth Management, LLC | 1,000 | $51.6K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 1,199 | $56.6K | 0.08% | +2+0.2% | Added |
| Huntington National Bank | 1,130 | $58.3K | 0.00% | +79+7.5% | Added |
| Jones Financial Companies LLLP | 1,402 | $72.4K | 0.00% | −749−34.8% | Reduced |
| Covestor Ltd | 1,467 | $76.0K | 0.04% | +211+16.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,499 | $77.0K | 0.00% | +445+42.2% | Added |
| Caitong International Asset Management Co., Ltd | 1,532 | $79.1K | 0.02% | +1,273+491.5% | Added |
| Rothschild Investment LLC | 1,569 | $81.0K | 0.00% | +46+3.0% | Added |
| GAMMA Investing LLC | 1,585 | $81.8K | 0.00% | +444+38.9% | Added |
| CWM, LLC | 1,750 | $90.0K | 0.00% | +285+19.5% | Added |
| Signaturefd, LLC | 1,829 | $94.4K | 0.00% | +437+31.4% | Added |
| Hantz Financial Services, Inc. | 1,952 | $101.0K | 0.00% | +1,101+129.4% | Added |
| Global Retirement Partners, LLC | 1,994 | $103.0K | 0.00% | +1,488+294.1% | Added |
| Vestcor Inc | 2,373 | $123.0K | 0.00% | +2,373 | New |
| Brown Brothers Harriman & Co | 2,494 | $128.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,547 | $131.5K | 0.00% | +37+1.5% | Added |
| KBC Group NV | 2,844 | $147.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,868 | $148.1K | 0.00% | +2,868 | New |