| Raleigh Capital Management Inc. | 0 | $10 | 0.00% | −4−100.0% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $93 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $94 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $187 | 0.00% | −1−33.3% | Reduced |
| Larson Financial Group LLC | 2 | $187 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $189 | 0.00% | −4−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $373 | 0.00% | +2+100.0% | Added |
| Hughes Financial Services, LLC | 5 | $457 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $467 | 0.00% | +1+25.0% | Added |
| Rialto Wealth Management, LLC | 5 | $468 | 0.00% | +1+25.0% | Added |
| Thompson Investment Management, Inc. | 6 | $561 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 6 | $561 | 0.00% | +6 | New |
| Westfuller Advisors, LLC | 7 | $625 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $655 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $748 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 8 | $748 | 0.00% | +8 | New |
| Bogart Wealth, LLC | 9 | $841 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $935 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Quent Capital, LLC | 12 | $1.12K | 0.00% | +12 | New |
| Ameritas Advisory Services, LLC | 14 | $1.31K | 0.00% | −578−97.6% | Reduced |
| Bell Investment Advisors, Inc | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15 | $1.40K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $2.06K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 26 | $2.43K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 32 | $2.99K | 0.00% | +32 | New |
| Atlantic Trust, LLC | 34 | $3.18K | 0.00% | +32+1,600.0% | Added |
| Private Wealth Management Group, LLC | 36 | $3.37K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 41 | $3.83K | 0.00% | +9+28.1% | Added |
| Global Retirement Partners, LLC | 41 | $3.87K | 0.00% | −99−70.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 47 | $4.39K | 0.00% | +47 | New |
| Frazier Financial Advisors, LLC | 48 | $4.49K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $4.58K | 0.00% | −15−23.4% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $4.67K | 0.00% | +1+2.0% | Added |
| Essential Partners LLC | 51 | $4.77K | 0.00% | +51 | New |
| Costello Asset Management, INC | 58 | $5.38K | 0.00% | +1+1.8% | Added |
| Strategic Wealth Partners, Ltd. | 61 | $5.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $5.80K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 73 | $6.83K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 80 | $7.48K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 84 | $7.83K | 0.01% | −17−16.8% | Reduced |
| LRI Investments, LLC | 84 | $7.83K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 90 | $8.00K | 0.00% | +12+15.4% | Added |
| First Horizon Corp | 87 | $8.13K | 0.00% | +87 | New |
| Clearstead Advisors, LLC | 91 | $8.51K | 0.00% | +30+49.2% | Added |
| Cornerstone Planning Group LLC | 18 | $9.17K | 0.00% | +8+80.0% | Added |
| Danske Bank A/S | 100 | $9.35K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 104 | $9.72K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 105 | $9.82K | 0.01% | +105 | New |
| Mather Group, LLC. | 113 | $10.6K | 0.00% | +113 | New |
| Whittier Trust Co of Nevada Inc | 121 | $11.2K | 0.00% | −530−81.4% | Reduced |
| Centerpoint Advisors, LLC | 140 | $13.0K | 0.00% | −2−1.4% | Reduced |
| Wealthspire Advisors, LLC | 144 | $13.5K | 0.00% | +144 | New |
| Salomon & Ludwin, LLC | 148 | $13.6K | 0.00% | +148 | New |
| Key Financial Inc | 151 | $14.0K | 0.00% | −48−24.1% | Reduced |
| Rothschild Investment LLC | 156 | $14.6K | 0.00% | +86+122.9% | Added |
| Binnacle Investments Inc | 159 | $14.9K | 0.01% | +37+30.3% | Added |
| Maseco LLP | 175 | $16.3K | 0.00% | +1+0.6% | Added |
| Versant Capital Management, Inc | 177 | $16.5K | 0.00% | +63+55.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 183 | $17.1K | 0.00% | +44+31.7% | Added |
| CIBC Private Wealth Group, LLC | 190 | $17.8K | 0.00% | +3+1.6% | Added |
| Umb Bank N A | 193 | $18.0K | 0.00% | +13+7.2% | Added |
| Concord Wealth Partners | 200 | $18.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 201 | $18.8K | 0.00% | +14+7.5% | Added |
| Root Financial Partners, LLC | 201 | $18.8K | 0.00% | +201 | New |
| Plante Moran Financial Advisors, LLC | 202 | $18.9K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 210 | $19.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 221 | $20.7K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223 | $20.8K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 224 | $20.9K | 0.00% | +40+21.7% | Added |
| IFP Advisors, Inc | 224 | $20.9K | 0.00% | +163+267.2% | Added |
| Allworth Financial LP | 231 | $21.6K | 0.00% | +50+27.6% | Added |
| Parallel Advisors, LLC | 232 | $21.7K | 0.00% | +57+32.6% | Added |
| Signaturefd, LLC | 233 | $21.8K | 0.00% | −442−65.5% | Reduced |
| Advisory Services Network, LLC | 236 | $22.0K | 0.00% | +236 | New |
| Whittier Trust Co | 258 | $23.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 318 | $29.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 339 | $31.0K | 0.00% | +282+494.7% | Added |
| City State Bank | 350 | $32.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 351 | $32.8K | 0.00% | +3+0.9% | Added |
| Caitong International Asset Management Co., Ltd | 375 | $35.1K | 0.02% | −144−27.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 434 | $40.6K | 0.00% | +376+648.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 437 | $41.0K | 0.00% | −14−3.1% | Reduced |
| Optimum Investment Advisors | 480 | $44.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 490 | $45.8K | 0.00% | −54−9.9% | Reduced |
| Optiver Holding B.V. | 539 | $50.4K | 0.00% | −110−16.9% | Reduced |
| Winnow Wealth LLC | 546 | $51.3K | 0.04% | +546 | New |
| Nomura Asset Management Co Ltd | 560 | $52.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 584 | $54.6K | 0.00% | +22+3.9% | Added |
| GAMMA Investing LLC | 658 | $61.5K | 0.00% | −83−11.2% | Reduced |
| Smartleaf Asset Management LLC | 698 | $64.4K | 0.00% | +101+16.9% | Added |
| Principal Securities, Inc. | 699 | $65.4K | 0.00% | +37+5.6% | Added |
| Covestor Ltd | 773 | $72.0K | 0.04% | −10−1.3% | Reduced |
| Colonial Trust Co | 798 | $74.6K | 0.01% | −82−9.3% | Reduced |
| Ronald Blue Trust, Inc. | 811 | $75.8K | 0.00% | +36+4.6% | Added |
| Legacy Trust | 840 | $78.5K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 883 | $81.4K | 0.00% | +43+5.1% | Added |
| SRS Capital Advisors, Inc. | 952 | $89.1K | 0.00% | +281+41.9% | Added |
