| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $350 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $351 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $380 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $380 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $380 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $380 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $380 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $760 | 0.00% | +1+100.0% | Added |
| UMA Financial Services, Inc. | 2 | $760 | 0.00% | +2 | New |
| Creative Capital Management Investments LLC | 2 | $760 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 3 | $1.14K | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 3 | $1.14K | 0.00% | +3 | New |
| SWAN Capital LLC | 3 | $1.14K | 0.00% | +3 | New |
| Rossby Financial, LCC | 3 | $1.14K | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 3 | $1.14K | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3 | $1.16K | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $1.90K | 0.00% | +2+66.7% | Added |
| Zions Bancorporation, National Association | 6 | $2.28K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 7 | $2.66K | 0.00% | +7 | New |
| Keating Financial Advisory Services, Inc. | 8 | $3.04K | 0.00% | +2+33.3% | Added |
| Cedar Mountain Advisors, LLC | 9 | $3.42K | 0.00% | −1−10.0% | Reduced |
| Fortitude Family Office, LLC | 9 | $3.42K | 0.00% | +2+28.6% | Added |
| Hollencrest Capital Management | 10 | $3.80K | 0.00% | +10 | New |
| International Assets Investment Management, LLC | 13 | $4.55K | 0.00% | +13 | New |
| Action Point Financial Planning, LLC | 13 | $4.56K | 0.00% | +13 | New |
| Assetmark, Inc | 13 | $4.94K | 0.00% | +10+333.3% | Added |
| JFS Wealth Advisors, LLC | 14 | $5.32K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $5.32K | 0.00% | +10+250.0% | Added |
| Farmers & Merchants Investments Inc | 16 | $6.08K | 0.00% | −6−27.3% | Reduced |
| Bell Investment Advisors, Inc | 16 | $6.08K | 0.00% | −2−11.1% | Reduced |
| Investors Research Corp | 17 | $6.46K | 0.00% | +17 | New |
| Wealth Enhancement Trust Services, Inc. | 18 | $6.84K | 0.00% | +18 | New |
| Strive Financial Group ,LLC | 19 | $7.22K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $7.22K | 0.00% | +7+58.3% | Added |
| Hurley Capital, LLC | 19 | $7.22K | 0.00% | +19 | New |
| CVA Family Office, LLC | 21 | $7.97K | 0.00% | +2+10.5% | Added |
| Northwestern Mutual Wealth Management Co | 21 | $7.98K | 0.00% | +9+75.0% | Added |
| Hazlett, Burt & Watson, Inc. | 20 | $8.00K | 0.00% | +20 | New |
| Morse Asset Management, Inc | 25 | $9.49K | 0.00% | +25 | New |
| Copia Wealth Management | 26 | $9.87K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $10.6K | 0.00% | +20+250.0% | Added |
| Massmutual Trust Co FSB | 36 | $13.7K | 0.00% | +17+89.5% | Added |
| Evolution Wealth Management Inc. | 37 | $14.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 40 | $15.0K | 0.01% | +39+3,900.0% | Added |
| Bare Financial Services, Inc | 41 | $15.6K | 0.00% | +8+24.2% | Added |
| Private Trust Co NA | 47 | $17.9K | 0.00% | +47 | New |
| Bangor Savings Bank | 50 | $19.0K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 53 | $20.1K | 0.00% | +2+3.9% | Added |
| Transamerica Financial Advisors, Inc. | 56 | $21.3K | 0.00% | +50+833.3% | Added |
| Harbor Investment Advisory, LLC | 60 | $22.8K | 0.00% | −6,401−99.1% | Reduced |
| Bryn Mawr Trust Co | 80 | $30.4K | 0.00% | −20−20.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 82 | $31.1K | 0.00% | −9−9.9% | Reduced |
| Rothschild Investment LLC | 83 | $31.5K | 0.00% | +27+48.2% | Added |
| IFP Advisors, Inc | 88 | $33.4K | 0.00% | +45+104.7% | Added |
| Armstrong Advisory Group, Inc | 90 | $34.2K | 0.00% | −90−50.0% | Reduced |
| Ancora Advisors, LLC | 100 | $38.0K | 0.00% | −100−50.0% | Reduced |
| Clearstead Advisors, LLC | 101 | $38.4K | 0.00% | +94+1,342.9% | Added |
| Smartleaf Asset Management LLC | 118 | $43.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 121 | $46.0K | 0.00% | +27+28.7% | Added |
| True Wealth Design, LLC | 129 | $49.0K | 0.01% | +43+50.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 132 | $50.1K | 0.00% | +132 | New |
| Signaturefd, LLC | 141 | $53.5K | 0.00% | −51−26.6% | Reduced |
| PEAK6 LLC | 141 | $53.5K | 0.00% | +141 | New |
| USA Financial Formulas | 143 | $54.3K | 0.01% | +143 | New |
| Carolina Wealth Advisors, LLC | 147 | $55.8K | 0.02% | +61+70.9% | Added |
| Versant Capital Management, Inc | 150 | $57.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 153 | $58.1K | 0.00% | +153 | New |
| Intesa Sanpaolo S.p.A. | 177 | $67.2K | 0.00% | +177 | New |
| Umb Bank N A | 198 | $75.2K | 0.00% | +107+117.6% | Added |
| Wolff Wiese Magana LLC | 200 | $76.0K | 0.03% | +200 | New |
| ZRC Wealth Management, LLC | 200 | $76.0K | 0.02% | +200 | New |
| Essential Partners LLC | 210 | $79.8K | 0.04% | +32+18.0% | Added |
| Hilton Head Capital Partners, LLC | 220 | $83.6K | 0.04% | +220 | New |
| Truvestments Capital LLC | 229 | $87.0K | 0.01% | +97+73.5% | Added |
| Employees Retirement System of Texas | 246 | $93.0K | 0.00% | +246 | New |
| ROSS\JOHNSON & Associates LLC | 277 | $105.2K | 1.65% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 321 | $121.9K | 0.02% | +61+23.5% | Added |
| Palladiem, LLC | 370 | $140.5K | 0.14% | +370 | New |
| Ulland Investment Advisors, LLC | 386 | $147.0K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 388 | $147.4K | 0.00% | +120+44.8% | Added |
| Farther Finance Advisors, LLC | 390 | $147.8K | 0.00% | +221+130.8% | Added |
| EverSource Wealth Advisors, LLC | 405 | $153.8K | 0.01% | −60−12.9% | Reduced |
| Geneos Wealth Management Inc. | 420 | $159.5K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 447 | $169.8K | 0.03% | +447 | New |
| Leonteq Securities AG | 473 | $179.6K | 0.01% | +473 | New |
| Union Bancaire Privee, UBP SA | 516 | $189.3K | 0.00% | +516 | New |
| State of Wyoming | 500 | $189.9K | 0.02% | +500 | New |
| Gordian Capital Singapore Pte Ltd | 500 | $189.9K | 0.33% | +500 | New |
| STRS Ohio | 520 | $197.5K | 0.00% | −6,080−92.1% | Reduced |
| Becker Capital Management Inc | 528 | $200.5K | 0.01% | +528 | New |
| Parallel Advisors, LLC | 529 | $200.9K | 0.00% | +39+8.0% | Added |
| Profund Advisors LLC | 530 | $201.3K | 0.01% | +530 | New |
| Callan Family Office, LLC | 530 | $201.3K | 0.00% | +530 | New |
| Princeton Capital Management LLC | 535 | $203.2K | 0.05% | +535 | New |
| Meiji Yasuda Asset Management Co Ltd. | 541 | $205.5K | 0.01% | +541 | New |
| Waddell & Associates, LLC | 563 | $213.8K | 0.01% | +563 | New |
