| TD Waterhouse Canada Inc. | 1 | $61 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $61 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $62 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $122 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 4 | $245 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4 | $245 | 0.00% | +4 | New |
| Larson Financial Group LLC | 5 | $306 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $306 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $307 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 7 | $428 | 0.00% | −17−70.8% | Reduced |
| Riverview Trust Co | 7 | $428 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $428 | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 9 | $551 | 0.00% | +9 | New |
| NBC Securities, Inc. | 10 | $659 | 0.06% | −10,835−99.9% | Reduced |
| Bruce G. Allen Investments, LLC | 12 | $735 | 0.00% | +5+71.4% | Added |
| Principia Wealth Advisory, LLC | 16 | $979 | 0.00% | +16 | New |
| Picton Mahoney Asset Management | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 23 | $1.00K | 0.00% | +23 | New |
| Transce3nd, LLC | 20 | $1.22K | 0.00% | +20 | New |
| Horizon Investments, LLC | 22 | $1.35K | 0.00% | +22 | New |
| Hollencrest Capital Management | 26 | $1.59K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 30 | $1.84K | 0.00% | +1+3.4% | Added |
| DiNuzzo Private Wealth, Inc. | 31 | $1.90K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 31 | $1.90K | 0.00% | +31 | New |
| SJS Investment Consulting Inc. | 33 | $2.02K | 0.00% | −14−29.8% | Reduced |
| Amundi | 35 | $2.13K | 0.00% | +35 | New |
| Fortitude Family Office, LLC | 35 | $2.14K | 0.00% | −2−5.4% | Reduced |
| Addison Advisors LLC | 39 | $2.39K | 0.00% | +39 | New |
| SBI Securities Co., Ltd. | 42 | $2.57K | 0.00% | +42 | New |
| Farmers & Merchants Investments Inc | 44 | $2.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 48 | $2.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 49 | $3.00K | 0.00% | +8+19.5% | Added |
| C M Bidwell & Associates Ltd | 56 | $3.43K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 69 | $4.22K | 0.00% | +69 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.40K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 73 | $4.47K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 81 | $4.96K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 95 | $5.82K | 0.00% | −5−5.0% | Reduced |
| Smithfield Trust Co | 94 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $6.12K | 0.00% | +100 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $6.12K | 0.00% | +100 | New |
| Huntington National Bank | 108 | $6.61K | 0.00% | +20+22.7% | Added |
| Hillsdale Investment Management Inc. | 110 | $6.73K | 0.00% | +110 | New |
| Key Financial Inc | 120 | $7.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $7.47K | 0.00% | −18−12.9% | Reduced |
| Sachetta, LLC | 124 | $7.59K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 130 | $7.96K | 0.00% | −176−57.5% | Reduced |
| JFS Wealth Advisors, LLC | 131 | $8.02K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 166 | $10.2K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 170 | $10.4K | 0.00% | +23+15.6% | Added |
| MAI Capital Management | 179 | $11.0K | 0.00% | +179 | New |
| Legacy Investment Solutions, LLC | 178 | $11.0K | 0.01% | +20+12.7% | Added |
| Legacy Wealth Managment, LLC | 178 | $11.0K | 0.01% | +20+12.7% | Added |
| Eagle Bay Advisors LLC | 199 | $12.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 211 | $12.9K | 0.00% | +14+7.1% | Added |
| Plato Investment Management Ltd | 220 | $13.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 225 | $13.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 230 | $14.1K | 0.00% | +84+57.5% | Added |
| Private Trust Co NA | 237 | $14.5K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 237 | $14.5K | 0.01% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 240 | $14.7K | 0.01% | +240 | New |
| Skopos Labs, Inc. | 240 | $14.7K | 0.00% | +240 | New |
| Promethos Capital, LLC | 260 | $15.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 273 | $16.7K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 295 | $18.1K | 0.01% | +295 | New |
| Richardson Financial Services Inc. | 327 | $20.0K | 0.01% | +19+6.2% | Added |
| Private Wealth Management Group, LLC | 397 | $24.3K | 0.01% | −53−11.8% | Reduced |
| Asset Planning,Inc | 400 | $24.5K | 0.02% | +400 | New |
| Massmutual Trust Co FSB | 407 | $24.9K | 0.00% | +33+8.8% | Added |
| Allworth Financial LP | 380 | $25.1K | 0.00% | +60+18.8% | Added |
| Rise Advisors, LLC | 426 | $26.1K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 443 | $27.0K | 0.02% | +68+18.1% | Added |
| Morse Asset Management, Inc | 475 | $29.1K | 0.01% | +475 | New |
| Farther Finance Advisors, LLC | 529 | $32.4K | 0.00% | −186−26.0% | Reduced |
| Umb Bank N A | 538 | $32.9K | 0.00% | +3+0.6% | Added |
| GeoWealth Management, LLC | 544 | $33.3K | 0.00% | −34−5.9% | Reduced |
| Harbor Capital Advisors, Inc. | 562 | $34.0K | 0.00% | +85+17.8% | Added |
| Ci Investments Inc. | 556 | $34.0K | 0.00% | +374+205.5% | Added |
| Northwestern Mutual Wealth Management Co | 589 | $36.1K | 0.00% | −81−12.1% | Reduced |
| Hemington Wealth Management | 610 | $37.0K | 0.01% | +43+7.6% | Added |
| Caitong International Asset Management Co., Ltd | 631 | $38.6K | 0.04% | +631 | New |
| V-Square Quantitative Management LLC | 684 | $41.9K | 0.01% | +277+68.1% | Added |
| Quarry LP | 704 | $43.1K | 0.01% | +471+202.1% | Added |
| Parallel Advisors, LLC | 732 | $44.8K | 0.00% | +100+15.8% | Added |
| PEAK6 LLC | 770 | $47.1K | 0.00% | +770 | New |
| Steward Partners Investment Advisory, LLC | 806 | $49.3K | 0.00% | +13+1.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 806 | $49.3K | 0.01% | +243+43.2% | Added |
| Fifth Third Bancorp | 809 | $49.5K | 0.00% | +89+12.4% | Added |
| SRS Capital Advisors, Inc. | 827 | $50.6K | 0.00% | +827 | New |
| Smartleaf Asset Management LLC | 830 | $50.7K | 0.01% | +243+41.4% | Added |
| Reyes Financial Architecture, Inc. | 961 | $58.8K | 0.05% | +961 | New |
| R Squared Ltd | 1,000 | $61.2K | 0.06% | +1,000 | New |
| Proequities, Inc. | 986 | $65.2K | 0.00% | +183+22.8% | Added |
| Bessemer Group Inc | 1,109 | $68.0K | 0.00% | +123+12.5% | Added |
| Covestor Ltd | 1,124 | $69.0K | 0.04% | −221−16.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,129 | $69.1K | 0.00% | −8−0.7% | Reduced |
| Virtus Fund Advisers, LLC | 1,227 | $75.1K | 0.23% | −652−34.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,270 | $77.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,408 | $86.2K | 0.01% | −13−0.9% | Reduced |
| Parkside Financial Bank & Trust | 1,441 | $88.2K | 0.01% | +586+68.5% | Added |
