| Abound Wealth Management | 1 | $120 | 0.00% | −2−66.7% | Reduced |
| Vermillion Wealth Management, Inc. | 1 | $120 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $120 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $120 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $193 | 0.00% | −1−50.0% | Reduced |
| Smartleaf Asset Management LLC | 2 | $230 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $239 | 0.00% | −8−80.0% | Reduced |
| Ankerstar Wealth, LLC | 2 | $239 | 0.00% | −5−71.4% | Reduced |
| SJS Investment Consulting Inc. | 3 | $359 | 0.00% | −18−85.7% | Reduced |
| Rialto Wealth Management, LLC | 3 | $359 | 0.00% | −5−62.5% | Reduced |
| Hughes Financial Services, LLC | 3 | $359 | 0.00% | −1−25.0% | Reduced |
| Trust Co | 3 | $359 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $359 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 3 | $359 | 0.00% | +3 | New |
| Kilter Group LLC | 3 | $359 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $478 | 0.00% | +4 | New |
| Advocate Investing Services LLC | 5 | $598 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $598 | 0.00% | +4+400.0% | Added |
| Innovative Asset Advisors Group, LLC | 5 | $598 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $599 | 0.00% | +4+400.0% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $717 | 0.00% | +5+500.0% | Added |
| Hilton Head Capital Partners, LLC | 6 | $718 | 0.00% | −1−14.3% | Reduced |
| Gilpin Wealth Management, LLC | 6 | $718 | 0.00% | +3+100.0% | Added |
| Raffa Wealth Management, LLC | 7 | $837 | 0.00% | +1+16.7% | Added |
| Cromwell Holdings LLC | 7 | $837 | 0.00% | +3+75.0% | Added |
| Golden State Equity Partners | 7 | $837 | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 8 | $957 | 0.00% | −1−11.1% | Reduced |
| JFS Wealth Advisors, LLC | 9 | $1.08K | 0.00% | −63−87.5% | Reduced |
| DT Investment Partners, LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| City State Bank | 11 | $1.32K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 13 | $1.55K | 0.00% | −37−74.0% | Reduced |
| SBI Securities Co., Ltd. | 15 | $1.79K | 0.00% | −3−16.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 15 | $1.79K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15 | $1.79K | 0.00% | +15 | New |
| Fortitude Family Office, LLC | 16 | $1.91K | 0.00% | −8−33.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 18 | $2.15K | 0.00% | +18 | New |
| Rossby Financial, LCC | 20 | $2.37K | 0.00% | +16+400.0% | Added |
| Bartlett & Co. Wealth Management LLC | 22 | $2.62K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 22 | $2.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $2.63K | 0.00% | −5−18.5% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $2.87K | 0.00% | +11+84.6% | Added |
| Private Trust Co NA | 28 | $3.35K | 0.00% | −44−61.1% | Reduced |
| Quent Capital, LLC | 29 | $3.44K | 0.00% | −73−71.6% | Reduced |
| Danske Bank A/S | 33 | $3.95K | 0.00% | −408−92.5% | Reduced |
| Larson Financial Group LLC | 34 | $4.07K | 0.00% | +33+3,300.0% | Added |
| Zions Bancorporation, National Association | 44 | $5.26K | 0.00% | +44 | New |
| CVA Family Office, LLC | 45 | $5.38K | 0.00% | +41+1,025.0% | Added |
| Addison Advisors LLC | 47 | $5.62K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 48 | $5.74K | 0.00% | −602−92.6% | Reduced |
| Basecamp Wealth Advisors LLC | 53 | $6.34K | 0.00% | −94−63.9% | Reduced |
| Bogart Wealth, LLC | 54 | $6.50K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 56 | $6.70K | 0.00% | +55+5,500.0% | Added |
| Gables Capital Management Inc. | 59 | $7.06K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 62 | $7.42K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 64 | $7.66K | 0.00% | −59−48.0% | Reduced |
| Owl Creek Wealth Partners LLC | 65 | $7.78K | 0.00% | +65 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76 | $9.09K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 76 | $9.09K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 83 | $9.95K | 0.00% | +83 | New |
| Storebrand Asset Management AS | 91 | $10.9K | 0.00% | −866−90.5% | Reduced |
| ZRC Wealth Management, LLC | 94 | $11.2K | 0.00% | +94 | New |
| Huntington National Bank | 118 | $14.1K | 0.00% | −84−41.6% | Reduced |
| Parkside Financial Bank & Trust | 119 | $14.2K | 0.00% | +27+29.3% | Added |
| True Wealth Design, LLC | 125 | $15.0K | 0.00% | −746−85.6% | Reduced |
| Massmutual Trust Co FSB | 131 | $15.7K | 0.00% | −8−5.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 150 | $17.3K | 0.00% | +150 | New |
| Root Financial Partners, LLC | 146 | $17.5K | 0.00% | +110+305.6% | Added |
| Essential Partners LLC | 169 | $20.2K | 0.01% | −2,686−94.1% | Reduced |
| Los Angeles Capital Management LLC | 176 | $21.1K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 179 | $21.4K | 0.00% | −125−41.1% | Reduced |
| Allworth Financial LP | 182 | $21.8K | 0.00% | −1,217−87.0% | Reduced |
| Advisory Services Network, LLC | 195 | $23.3K | 0.00% | +195 | New |
| Wall Street Access Asset Management, LLC | 200 | $23.7K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $23.7K | 0.00% | +200 | New |
| Pflug Koory, LLC | 200 | $23.9K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 205 | $24.5K | 0.00% | +108+111.3% | Added |
| Simplex Trading, LLC | 224 | $26.8K | 0.00% | +224 | New |
| Quadrant Capital Group LLC | 230 | $27.5K | 0.00% | +34+17.3% | Added |
| Signaturefd, LLC | 238 | $28.5K | 0.00% | +120+101.7% | Added |
| Hantz Financial Services, Inc. | 283 | $34.0K | 0.00% | −109−27.8% | Reduced |
| Rothschild Investment LLC | 289 | $34.6K | 0.00% | −1,984−87.3% | Reduced |
| Hager Investment Management Services, LLC | 290 | $34.7K | 0.02% | −15−4.9% | Reduced |
| Rakuten Securities, Inc. | 291 | $34.8K | 0.01% | +289+14,450.0% | Added |
| Parallel Advisors, LLC | 304 | $36.4K | 0.00% | −108−26.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 304 | $36.4K | 0.01% | −296−49.3% | Reduced |
| Umb Bank N A | 323 | $38.6K | 0.00% | +12+3.9% | Added |
| EverSource Wealth Advisors, LLC | 390 | $46.6K | 0.00% | −1,894−82.9% | Reduced |
| Havemeyer Place LP | 390 | $46.6K | 0.01% | −7,464−95.0% | Reduced |
| Farther Finance Advisors, LLC | 505 | $59.8K | 0.00% | −272−35.0% | Reduced |
| GAMMA Investing LLC | 522 | $62.4K | 0.00% | −816−61.0% | Reduced |
| Salomon & Ludwin, LLC | 539 | $63.5K | 0.01% | +203+60.4% | Added |
| Godsey & Gibb Associates | 550 | $65.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 601 | $71.9K | 0.00% | +484+413.7% | Added |
| Kimelman & Baird, LLC | 631 | $75.5K | 0.01% | −700−52.6% | Reduced |
| Covestor Ltd | 655 | $79.0K | 0.05% | −234−26.3% | Reduced |
| Nomura Asset Management Co Ltd | 670 | $80.1K | 0.00% | +360+116.1% | Added |
| Northwestern Mutual Wealth Management Co | 684 | $81.8K | 0.00% | +171+33.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 698 | $83.5K | 0.01% | +241+52.7% | Added |
| MetLife Investment Management | 723 | $86.5K | 0.00% | +1+0.1% | Added |
| Ronald Blue Trust, Inc. | 742 | $88.8K | 0.00% | +174+30.6% | Added |
