| Kozak & Associates, Inc. | 0 | $15 | 0.00% | 0 | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $245 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $246 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $246 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $246 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $246 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $492 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 3 | $738 | 0.00% | −3−50.0% | Reduced |
| UMA Financial Services, Inc. | 3 | $738 | 0.00% | −2−40.0% | Reduced |
| Stephens Consulting, LLC | 3 | $738 | 0.00% | −2−40.0% | Reduced |
| NewSquare Capital LLC | 3 | $738 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $738 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $738 | 0.00% | +1+50.0% | Added |
| CVA Family Office, LLC | 3 | $738 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $984 | 0.00% | +4 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $1.09K | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 5 | $1.13K | 0.00% | +5 | New |
| Essex Investment Management Co LLC | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5 | $1.23K | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 5 | $1.23K | 0.00% | +2+66.7% | Added |
| Assetmark, Inc | 6 | $1.48K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.48K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6 | $1.49K | 0.00% | +6 | New |
| Tortoise Investment Management, LLC | 7 | $1.72K | 0.00% | +7 | New |
| High Note Wealth, LLC | 7 | $1.72K | 0.00% | +7 | New |
| Crowley Wealth Management, Inc. | 9 | $2.21K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $2.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10 | $2.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $2.46K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 11 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 12 | $2.95K | 0.00% | +3+33.3% | Added |
| GWM Advisors LLC | 13 | $3.20K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17 | $4.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $4.43K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 20 | $4.92K | 0.00% | −12−37.5% | Reduced |
| Bare Financial Services, Inc | 20 | $4.92K | 0.00% | +13+185.7% | Added |
| JFS Wealth Advisors, LLC | 21 | $5.16K | 0.00% | −1−4.5% | Reduced |
| Whittier Trust Co | 22 | $5.41K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $5.41K | 0.00% | +2+10.0% | Added |
| Hillsdale Investment Management Inc. | 25 | $6.15K | 0.00% | +25 | New |
| True Wealth Design, LLC | 26 | $6.39K | 0.00% | +21+420.0% | Added |
| Quest 10 Wealth Builders, Inc. | 27 | $6.55K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27 | $6.65K | 0.00% | −47−63.5% | Reduced |
| Geneos Wealth Management Inc. | 32 | $7.87K | 0.00% | +2+6.7% | Added |
| IAG Wealth Partners, LLC | 35 | $8.61K | 0.00% | −22−38.6% | Reduced |
| Pacific Center for Financial Services | 36 | $8.85K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 37 | $9.10K | 0.00% | +37 | New |
| Dogwood Wealth Management LLC | 37 | $9.41K | 0.00% | +37 | New |
| Richardson Financial Services Inc. | 38 | $9.53K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 47 | $9.79K | 0.11% | +33+235.7% | Added |
| Anchor Investment Management, LLC | 40 | $9.84K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 52 | $12.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 59 | $14.5K | 0.00% | +57+2,850.0% | Added |
| Leonteq Securities AG | 61 | $15.0K | 0.00% | +14+29.8% | Added |
| Sterling Capital Management LLC | 67 | $16.5K | 0.00% | +38+131.0% | Added |
| Hemington Wealth Management | 77 | $18.0K | 0.00% | +6+8.5% | Added |
| Harbor Capital Advisors, Inc. | 82 | $20.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 89 | $21.9K | 0.00% | −4,538−98.1% | Reduced |
| Signaturefd, LLC | 92 | $22.6K | 0.00% | −1−1.1% | Reduced |
| Rise Advisors, LLC | 96 | $23.7K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 100 | $24.6K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $24.6K | 0.01% | +100 | New |
| Ronald Blue Trust, Inc. | 106 | $26.1K | 0.00% | +26+32.5% | Added |
| Principal Securities, Inc. | 116 | $28.5K | 0.00% | −150−56.4% | Reduced |
| Natixis | 118 | $29.0K | 0.00% | −110−48.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 119 | $29.3K | 0.00% | +9+8.2% | Added |
| Larson Financial Group LLC | 119 | $29.3K | 0.00% | +40+50.6% | Added |
| Cullen/Frost Bankers, Inc. | 131 | $32.1K | 0.00% | +80+156.9% | Added |
| Farther Finance Advisors, LLC | 138 | $33.9K | 0.00% | −241−63.6% | Reduced |
| Skopos Labs, Inc. | 139 | $34.0K | 0.00% | +70+101.4% | Added |
| Rothschild Investment LLC | 144 | $35.4K | 0.00% | +5+3.6% | Added |
| Costello Asset Management, INC | 160 | $39.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 188 | $46.2K | 0.01% | +120+176.5% | Added |
| Allworth Financial LP | 195 | $48.0K | 0.00% | −11−5.3% | Reduced |
| GAMMA Investing LLC | 196 | $48.2K | 0.00% | −82−29.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $49.2K | 0.01% | −100−33.3% | Reduced |
| AdvisorNet Financial, Inc | 200 | $49.2K | 0.00% | −34−14.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 204 | $50.2K | 0.04% | −176−46.3% | Reduced |
| Huntington National Bank | 218 | $53.6K | 0.00% | −1−0.5% | Reduced |
| Central Trust Co | 225 | $55.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 233 | $57.0K | 0.00% | −70−23.1% | Reduced |
| Parallel Advisors, LLC | 254 | $62.5K | 0.00% | −39−13.3% | Reduced |
| Fifth Third Bancorp | 262 | $64.4K | 0.00% | −1−0.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 279 | $68.6K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $73.8K | 0.00% | +300 | New |
| Whittier Trust Co of Nevada Inc | 330 | $81.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 336 | $82.6K | 0.00% | +13+4.0% | Added |
| EverSource Wealth Advisors, LLC | 339 | $83.4K | 0.00% | +280+474.6% | Added |
| IFP Advisors, Inc | 289 | $89.8K | 0.00% | −27−8.5% | Reduced |
| Versant Capital Management, Inc | 398 | $97.9K | 0.01% | +173+76.9% | Added |
| Covestor Ltd | 444 | $109.0K | 0.06% | +21+5.0% | Added |
| Jones Financial Companies LLLP | 489 | $120.3K | 0.00% | −39−7.4% | Reduced |
| Kimelman & Baird, LLC | 500 | $122.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 504 | $123.9K | 0.00% | +504 | New |
| Nisa Investment Advisors, LLC | 517 | $127.1K | 0.00% | +212+69.5% | Added |
| LRI Investments, LLC | 556 | $136.6K | 0.01% | +35+6.7% | Added |
| Hanson & Doremus Investment Management | 573 | $141.0K | 0.02% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 602 | $146.9K | 0.00% | −282−31.9% | Reduced |
| Curat Global, LLC | 600 | $147.5K | 0.14% | −2,000−76.9% | Reduced |
