| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Rakuten Securities, Inc. | 1 | $20 | 0.00% | −356−99.7% | Reduced |
| Huntington National Bank | 1 | $20 | 0.00% | −300−99.7% | Reduced |
| DecisionPoint Financial, LLC | 1 | $21 | 0.00% | +1 | New |
| LRI Investments, LLC | 2 | $39 | 0.00% | +2 | New |
| HM Payson & Co | 5 | $99 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $119 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $119 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 7 | $138 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 10 | $197 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 10 | $197 | 0.00% | +10 | New |
| Bear Mountain Capital, Inc. | 9 | $203 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $276 | 0.00% | +14 | New |
| Compass Financial Management LLC | 15 | $295 | 0.00% | +15 | New |
| Godfrey Financial Associates, Inc. | 24 | $472 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 25 | $492 | 0.00% | +25 | New |
| Action Point Financial Planning, LLC | 29 | $570 | 0.00% | +29 | New |
| IFG Advisory, LLC | 30 | $590 | 0.00% | +30 | New |
| JPL Wealth Management, LLC | 33 | $650 | 0.00% | +33 | New |
| Trust Co of Vermont | 34 | $669 | 0.00% | +34 | New |
| Keating Financial Advisory Services, Inc. | 35 | $689 | 0.00% | +35 | New |
| Bogart Wealth, LLC | 37 | $728 | 0.00% | −200−84.4% | Reduced |
| Bell Investment Advisors, Inc | 43 | $847 | 0.00% | −29−40.3% | Reduced |
| Zions Bancorporation, National Association | 44 | $866 | 0.00% | −59−57.3% | Reduced |
| Assetmark, Inc | 45 | $886 | 0.00% | −5−10.0% | Reduced |
| Hughes Financial Services, LLC | 46 | $905 | 0.00% | −2−4.2% | Reduced |
| Strive Financial Group ,LLC | 50 | $984 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 60 | $1.18K | 0.00% | +3+5.3% | Added |
| Entrust Financial LLC | 60 | $1.18K | 0.00% | +60 | New |
| Quarry LP | 61 | $1.20K | 0.00% | −115−65.3% | Reduced |
| SJS Investment Consulting Inc. | 70 | $1.38K | 0.00% | +20+40.0% | Added |
| Toth Financial Advisory Corp | 75 | $1.48K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 82 | $1.61K | 0.00% | +51+164.5% | Added |
| Bare Financial Services, Inc | 92 | $1.81K | 0.00% | +44+91.7% | Added |
| Danske Bank A/S | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 103 | $2.03K | 0.00% | +103 | New |
| WPG Advisers, LLC | 110 | $2.17K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 117 | $2.30K | 0.00% | +117 | New |
| Lodestone Wealth Management LLC | 118 | $2.32K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 120 | $2.36K | 0.00% | −32−21.1% | Reduced |
| SHP Wealth Management | 144 | $2.83K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 147 | $2.89K | 0.00% | +147 | New |
| UMA Financial Services, Inc. | 149 | $2.93K | 0.00% | +96+181.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $2.95K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 150 | $2.95K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 153 | $3.01K | 0.00% | +153 | New |
| Colonial Trust Co | 162 | $3.20K | 0.00% | −44−21.4% | Reduced |
| Spire Wealth Management | 175 | $3.44K | 0.00% | +25+16.7% | Added |
| Clearstead Advisors, LLC | 175 | $3.44K | 0.00% | +175 | New |
| Rossby Financial, LCC | 176 | $3.46K | 0.00% | +12+7.3% | Added |
| Salomon & Ludwin, LLC | 171 | $3.56K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 183 | $3.60K | 0.00% | −1,829−90.9% | Reduced |
| Allied Private Wealth LLC | 176 | $3.81K | 0.00% | +176 | New |
| Cassaday & Co Wealth Management LLC | 200 | $3.94K | 0.00% | −180−47.4% | Reduced |
| Massmutual Trust Co FSB | 202 | $3.98K | 0.00% | +72+55.4% | Added |
| Fortitude Family Office, LLC | 242 | $4.76K | 0.00% | +46+23.5% | Added |
| Vermillion Wealth Management, Inc. | 260 | $5.12K | 0.00% | −261−50.1% | Reduced |
| Ulland Investment Advisors, LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 313 | $6.16K | 0.00% | +313 | New |
| Basecamp Wealth Advisors LLC | 442 | $8.70K | 0.00% | −76−14.7% | Reduced |
| Morse Asset Management, Inc | 450 | $8.86K | 0.00% | −4,188−90.3% | Reduced |
| Parallel Advisors, LLC | 466 | $9.18K | 0.00% | +136+41.2% | Added |
| Tokio Marine Asset Management Co Ltd | 471 | $9.27K | 0.00% | +471 | New |
| Blume Capital Management, Inc. | 500 | $9.84K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 500 | $10.1K | 0.00% | +300+150.0% | Added |
| Signaturefd, LLC | 518 | $10.2K | 0.00% | −440−45.9% | Reduced |
| TD Waterhouse Canada Inc. | 516 | $10.8K | 0.00% | −1,384−72.8% | Reduced |
| Aventura Private Wealth, LLC | 592 | $11.7K | 0.00% | +592 | New |
| True Wealth Design, LLC | 638 | $12.6K | 0.00% | +435+214.3% | Added |
| Strategic Wealth Partners, Ltd. | 659 | $13.0K | 0.00% | +659 | New |
| Smartleaf Asset Management LLC | 689 | $13.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 691 | $13.6K | 0.00% | +361+109.4% | Added |
| Financial Management Professionals, Inc. | 707 | $13.9K | 0.00% | +2+0.3% | Added |
| Sterling Capital Management LLC | 798 | $15.7K | 0.00% | −568−41.6% | Reduced |
| Strategic Investment Solutions, Inc. | 806 | $15.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 801 | $16.0K | 0.01% | +57+7.7% | Added |
| Versant Capital Management, Inc | 865 | $17.0K | 0.00% | +326+60.5% | Added |
| Allianz SE | 900 | $17.7K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 957 | $18.8K | 0.01% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1,103 | $21.7K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,110 | $21.8K | 0.01% | +1,000+909.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,025 | $22.4K | 0.00% | +1,025 | New |
| Bessemer Group Inc | 1,178 | $23.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,247 | $24.5K | 0.00% | +1,247 | New |
| Essential Partners LLC | 1,494 | $29.4K | 0.01% | −1,176−44.0% | Reduced |
| Rothschild Investment LLC | 1,569 | $30.9K | 0.00% | −175−10.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,783 | $35.1K | 0.00% | −312−14.9% | Reduced |
| State of Wyoming | 1,873 | $36.9K | 0.00% | −5,741−75.4% | Reduced |
| GAMMA Investing LLC | 1,959 | $38.6K | 0.00% | −221−10.1% | Reduced |
| Quantbot Technologies LP | 1,995 | $39.3K | 0.00% | −35,094−94.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,000 | $39.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,166 | $42.6K | 0.00% | −2,737−55.8% | Reduced |
| Cornerstone Planning Group LLC | 2,167 | $43.7K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,400 | $47.2K | 0.01% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 2,625 | $51.7K | 0.02% | +2,625 | New |
| IFP Advisors, Inc | 2,735 | $53.8K | 0.00% | +1,857+211.5% | Added |
| Hantz Financial Services, Inc. | 3,750 | $74.0K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 4,215 | $83.0K | 0.03% | +3,055+263.4% | Added |
