| Cassaday & Co Wealth Management LLC | 1 | $261 | 0.00% | +1 | New |
| Monetary Solutions, Ltd | 1 | $261 | 0.00% | +1 | New |
| Grove Bank & Trust | 2 | $521 | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 2 | $521 | 0.00% | +2 | New |
| Highland Investment Advisors LLC | 2 | $521 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $522 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 3 | $749 | 0.00% | +3 | New |
| FNY Investment Advisers, LLC | 7 | $1.00K | 0.00% | −293−97.7% | Reduced |
| American Capital Advisory, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $1.04K | 0.00% | +4 | New |
| LRI Investments, LLC | 4 | $1.04K | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 5 | $1.30K | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 5 | $1.30K | 0.00% | +5 | New |
| Quarry LP | 6 | $1.56K | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 7 | $1.82K | 0.00% | +7 | New |
| Berkshire Capital Holdings Inc | 10 | $2.61K | 0.00% | −47,790−100.0% | Reduced |
| North Star Investment Management Corp. | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $2.61K | 0.00% | +1+11.1% | Added |
| Strategic Wealth Partners, Ltd. | 10 | $2.61K | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 10 | $2.61K | 0.00% | −95−90.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 11 | $2.87K | 0.00% | −1−8.3% | Reduced |
| SHP Wealth Management | 12 | $3.13K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 13 | $3.39K | 0.00% | +5+62.5% | Added |
| Silver Grove Financial Group, Inc. | 15 | $3.91K | 0.00% | +15 | New |
| Private Trust Co NA | 17 | $4.36K | 0.00% | +2+13.3% | Added |
| Cullen/Frost Bankers, Inc. | 20 | $5.21K | 0.00% | +20 | New |
| Financial Consulate, Inc | 25 | $6.52K | 0.00% | +8+47.1% | Added |
| Northwestern Mutual Wealth Management Co | 29 | $7.56K | 0.00% | −8−21.6% | Reduced |
| Cornerstone Financial Management LLC | 29 | $7.56K | 0.01% | +4+16.0% | Added |
| Bullock Wealth Management Group | 33 | $8.10K | 0.00% | +33 | New |
| Pinnacle Bancorp, Inc. | 32 | $8.22K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 32 | $8.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $9.12K | 0.00% | +16+84.2% | Added |
| Smartleaf Asset Management LLC | 42 | $10.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 45 | $11.7K | 0.00% | +45 | New |
| Bell Investment Advisors, Inc | 49 | $12.8K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 52 | $13.6K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 55 | $14.3K | 0.01% | +5+10.0% | Added |
| Huntington National Bank | 57 | $14.9K | 0.00% | −29−33.7% | Reduced |
| Harbour Investments, Inc. | 57 | $14.9K | 0.00% | −38−40.0% | Reduced |
| Park Place Capital Corp | 60 | $15.6K | 0.00% | −29−32.6% | Reduced |
| Action Point Financial Planning, LLC | 66 | $16.4K | 0.00% | +66 | New |
| Steward Partners Investment Advisory, LLC | 66 | $17.2K | 0.00% | +16+32.0% | Added |
| Salomon & Ludwin, LLC | 72 | $17.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $19.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 75 | $19.5K | 0.00% | +5+7.1% | Added |
| NBC Securities, Inc. | 75 | $19.5K | 0.00% | +75 | New |
| Truvestments Capital LLC | 77 | $20.1K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 85 | $22.2K | 0.00% | +85 | New |
| SRS Capital Advisors, Inc. | 94 | $24.5K | 0.00% | +94 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $25.6K | 0.01% | +100 | New |
| Creative Financial Designs Inc | 100 | $26.1K | 0.00% | −70−41.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $26.1K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $26.1K | 0.00% | +25+33.3% | Added |
| JFS Wealth Advisors, LLC | 103 | $26.8K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 108 | $28.1K | 0.01% | +108 | New |
| Allworth Financial LP | 110 | $28.7K | 0.00% | +13+13.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 111 | $28.9K | 0.01% | −2,260−95.3% | Reduced |
| USA Financial Formulas | 129 | $33.6K | 0.01% | +129 | New |
| Armstrong Advisory Group, Inc | 140 | $36.5K | 0.00% | +50+55.6% | Added |
| Silvant Capital Management LLC | 140 | $36.5K | 0.00% | +140 | New |
| Harbor Asset Planning, Inc. | 141 | $36.8K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 163 | $42.5K | 0.00% | +135+482.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 185 | $48.2K | 0.00% | −229−55.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 190 | $49.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 198 | $51.6K | 0.01% | −198−50.0% | Reduced |
| UBS Asset Management Americas Inc | 200 | $52.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 213 | $55.5K | 0.00% | +213 | New |
| Ronald Blue Trust, Inc. | 249 | $64.9K | 0.00% | −107−30.1% | Reduced |
| Versant Capital Management, Inc | 264 | $68.8K | 0.01% | +26+10.9% | Added |
| First Command Advisory Services, Inc. | 267 | $69.6K | 0.00% | +156+140.5% | Added |
| Spire Wealth Management | 275 | $71.7K | 0.00% | −5−1.8% | Reduced |
| TD Private Client Wealth LLC | 288 | $75.1K | 0.00% | −180−38.5% | Reduced |
| Institute for Wealth Management, LLC. | 305 | $79.5K | 0.01% | +305 | New |
| Larson Financial Group LLC | 310 | $80.8K | 0.00% | −11−3.4% | Reduced |
| TD Waterhouse Canada Inc. | 334 | $82.0K | 0.00% | +233+230.7% | Added |
| WealthCollab, LLC | 387 | $100.9K | 0.04% | −85−18.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 399 | $104.0K | 0.00% | −1,861−82.3% | Reduced |
| VSM Wealth Advisory, LLC | 400 | $104.3K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 415 | $108.2K | 0.00% | −30−6.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 426 | $109.8K | 0.00% | +166+63.8% | Added |
| Westside Investment Management, Inc. | 452 | $117.8K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 462 | $120.4K | 0.01% | +462 | New |
| Oslo Pensjonsforsikring AS | 492 | $126.4K | 0.01% | +492 | New |
| Evermay Wealth Management LLC | 500 | $130.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 589 | $153.5K | 0.00% | +489+489.0% | Added |
| Edmond de Rothschild Holding S.A. | 605 | $155.2K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 637 | $166.0K | 0.00% | +637 | New |
| SG Americas Securities, LLC | 734 | $191.0K | 0.00% | −486,131−99.8% | Reduced |
| Greenleaf Trust | 771 | $201.0K | 0.00% | +771 | New |
| Covestor Ltd | 774 | $202.0K | 0.12% | −19−2.4% | Reduced |
| Oppenheimer Asset Management Inc. | 779 | $203.0K | 0.00% | −1,675−68.3% | Reduced |
| Colonial River Wealth Management, LLC | 809 | $210.9K | 0.06% | +809 | New |
| Nwam LLC | 814 | $212.2K | 0.01% | +814 | New |
| Kingsview Wealth Management, LLC | 816 | $212.7K | 0.00% | +816 | New |
| Coldstream Capital Management Inc | 821 | $214.0K | 0.00% | +821 | New |
| Ibex Wealth Advisors | 823 | $214.5K | 0.02% | +823 | New |
| 1832 Asset Management L.P. | 828 | $215.8K | 0.00% | −114,361−99.3% | Reduced |
