| Raleigh Capital Management Inc. | 0 | $21 | 0.00% | 0 | Unchanged |
| Toronto Dominion Bank | 1 | $144 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $163 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $276 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1 | $276 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $276 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $277 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $277 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $277 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $552 | 0.00% | +2 | New |
| Quent Capital, LLC | 2 | $552 | 0.00% | +2 | New |
| Key Capital Management, INC | 2 | $552 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $553 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $828 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $829 | 0.00% | −3−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $829 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $829 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $1.10K | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 5 | $1.38K | 0.00% | −1−16.7% | Reduced |
| Essex Investment Management Co LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 6 | $1.66K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.66K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 6 | $1.66K | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 8 | $2.21K | 0.00% | +1+14.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 10 | $2.76K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $2.76K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $3.04K | 0.00% | +1+10.0% | Added |
| Bell Investment Advisors, Inc | 11 | $3.04K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $3.31K | 0.00% | +2+20.0% | Added |
| Ares Financial Consulting, LLC | 12 | $3.31K | 0.00% | +12 | New |
| GWM Advisors LLC | 13 | $3.59K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 16 | $4.42K | 0.00% | +16 | New |
| Massmutual Trust Co FSB | 17 | $4.69K | 0.00% | −1−5.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17 | $4.69K | 0.00% | +17 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17 | $4.74K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 18 | $4.97K | 0.00% | +18 | New |
| Whittier Trust Co | 22 | $6.26K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 24 | $6.62K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 24 | $6.62K | 0.00% | +1+4.3% | Added |
| Spire Wealth Management | 25 | $6.90K | 0.00% | +25 | New |
| Quest 10 Wealth Builders, Inc. | 27 | $7.38K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $7.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $7.73K | 0.00% | +7+33.3% | Added |
| First Pacific Financial | 28 | $7.73K | 0.00% | +8+40.0% | Added |
| Elyxium Wealth, LLC | 28 | $7.73K | 0.00% | +28 | New |
| Costello Asset Management, INC | 30 | $8.28K | 0.00% | −30−50.0% | Reduced |
| Hillsdale Investment Management Inc. | 30 | $8.28K | 0.00% | +5+20.0% | Added |
| SRS Capital Advisors, Inc. | 34 | $9.38K | 0.00% | −1,525−97.8% | Reduced |
| IAG Wealth Partners, LLC | 35 | $9.66K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 36 | $10.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 39 | $10.8K | 0.00% | −1−2.5% | Reduced |
| Anchor Investment Management, LLC | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 42 | $11.7K | 0.00% | +42 | New |
| Geneos Wealth Management Inc. | 45 | $12.3K | 0.00% | −22−32.8% | Reduced |
| Community Bank, N.A. | 50 | $13.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 52 | $14.4K | 0.00% | 00.0% | Unchanged |
| Natixis | 53 | $14.6K | 0.00% | −65−55.1% | Reduced |
| Assetmark, Inc | 53 | $14.6K | 0.00% | +25+89.3% | Added |
| Signature Equity Partners, LLC | 57 | $15.8K | 0.01% | +57 | New |
| Dogwood Wealth Management LLC | 59 | $16.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 65 | $17.9K | 0.00% | −25−27.8% | Reduced |
| Banque Cantonale Vaudoise | 67 | $18.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 66 | $18.2K | 0.01% | −17−20.5% | Reduced |
| Ronald Blue Trust, Inc. | 70 | $19.3K | 0.00% | −1−1.4% | Reduced |
| Essential Investment Partners LLC | 75 | $20.7K | 0.02% | +75 | New |
| Harbor Capital Advisors, Inc. | 81 | $22.0K | 0.00% | −1−1.2% | Reduced |
| Leonteq Securities AG | 80 | $22.1K | 0.00% | +17+27.0% | Added |
| Root Financial Partners, LLC | 81 | $22.4K | 0.00% | +10+14.1% | Added |
| Richardson Financial Services Inc. | 91 | $25.1K | 0.02% | +21+30.0% | Added |
| Larson Financial Group LLC | 91 | $25.2K | 0.00% | +3+3.4% | Added |
| Nomura Asset Management Co Ltd | 100 | $27.6K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $27.6K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 100 | $27.6K | 0.01% | +100 | New |
| Wexford Capital LP | 105 | $29.0K | 0.01% | +11+11.7% | Added |
| Kemnay Advisory Services Inc. | 105 | $29.0K | 0.00% | +105 | New |
| Clearstead Advisors, LLC | 105 | $29.0K | 0.00% | +43+69.4% | Added |
| Signaturefd, LLC | 113 | $31.2K | 0.00% | +20+21.5% | Added |
| Manchester Capital Management LLC | 118 | $32.6K | 0.00% | −3,713−96.9% | Reduced |
| Rothschild Investment LLC | 144 | $39.7K | 0.00% | −6−4.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 145 | $40.0K | 0.00% | −146−50.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 150 | $41.3K | 0.00% | +29+24.0% | Added |
| Sterling Capital Management LLC | 180 | $49.7K | 0.00% | +113+168.7% | Added |
| Smartleaf Asset Management LLC | 190 | $53.2K | 0.00% | +108+131.7% | Added |
| AdvisorNet Financial, Inc | 200 | $55.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 204 | $56.3K | 0.00% | −5−2.4% | Reduced |
| Central Trust Co | 225 | $62.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 246 | $67.9K | 0.00% | −24−8.9% | Reduced |
| Covestor Ltd | 252 | $70.0K | 0.04% | −7−2.7% | Reduced |
| Greenline Wealth Management LLC | 272 | $75.2K | 0.08% | +272 | New |
| Pension & Wealth Management Advisors, Inc. | 279 | $77.0K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $82.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 322 | $88.9K | 0.00% | +64+24.8% | Added |
| Umb Bank N A | 330 | $91.1K | 0.00% | −5−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 330 | $93.8K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 347 | $95.8K | 0.06% | −3−0.9% | Reduced |
| IFP Advisors, Inc | 349 | $96.3K | 0.00% | −24−6.4% | Reduced |
| Farther Finance Advisors, LLC | 378 | $104.3K | 0.00% | +49+14.9% | Added |