| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Cape Investment Advisory, Inc. | 1 | $71 | 0.00% | +1 | New |
| Colonial Trust Co | 1 | $71 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $71 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $142 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2 | $142 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $142 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $248 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $284 | 0.00% | +3+300.0% | Added |
| Plante Moran Financial Advisors, LLC | 5 | $354 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $354 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $425 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 6 | $425 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $426 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $496 | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 9 | $557 | 0.00% | +9 | New |
| St. Johns Investment Management Company, LLC | 8 | $567 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 9 | $638 | 0.03% | +2+28.6% | Added |
| SJS Investment Consulting Inc. | 10 | $709 | 0.00% | +4+66.7% | Added |
| Berkshire Capital Holdings Inc | 10 | $741 | 0.00% | −142,620−100.0% | Reduced |
| Geneos Wealth Management Inc. | 12 | $850 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 12 | $850 | 0.00% | +12 | New |
| Quent Capital, LLC | 13 | $921 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 26 | $1.00K | 0.00% | +10+62.5% | Added |
| Continuum Advisory, LLC | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 21 | $1.49K | 0.00% | −2−8.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 23 | $1.63K | 0.00% | +23 | New |
| Central Trust Co | 24 | $1.70K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 25 | $1.77K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 29 | $2.05K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 30 | $2.13K | 0.00% | −50−62.5% | Reduced |
| Leonteq Securities AG | 33 | $2.34K | 0.00% | −896−96.4% | Reduced |
| Massmutual Trust Co FSB | 34 | $2.41K | 0.00% | +4+13.3% | Added |
| Parkside Financial Bank & Trust | 34 | $2.41K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 41 | $2.90K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 41 | $2.90K | 0.00% | +41 | New |
| WPG Advisers, LLC | 43 | $3.05K | 0.00% | +43 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44 | $3.12K | 0.00% | +32+266.7% | Added |
| Sierra Ocean, LLC | 44 | $3.12K | 0.00% | +44 | New |
| GHP Investment Advisors, Inc. | 50 | $3.54K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 50 | $3.54K | 0.00% | +50 | New |
| GPS Wealth Strategies Group, LLC | 50 | $3.54K | 0.00% | +50 | New |
| Steward Partners Investment Advisory, LLC | 54 | $3.83K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 63 | $4.46K | 0.00% | +63 | New |
| Bell Investment Advisors, Inc | 64 | $4.54K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 65 | $4.61K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 70 | $4.96K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 76 | $5.38K | 0.00% | +36+90.0% | Added |
| Bear Mountain Capital, Inc. | 74 | $5.68K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 82 | $5.81K | 0.00% | +38+86.4% | Added |
| Ci Investments Inc. | 84 | $6.00K | 0.00% | −3−3.4% | Reduced |
| Fifth Third Bancorp | 88 | $6.24K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 89 | $6.31K | 0.01% | +89 | New |
| HBC Financial Services, PLLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $7.08K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $7.08K | 0.00% | +100 | New |
| FPC Investment Advisory, Inc. | 100 | $7.92K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 120 | $8.00K | 0.00% | +100+500.0% | Added |
| PFS Partners, LLC | 130 | $9.21K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 133 | $9.42K | 0.00% | +133 | New |
| Mirae Asset Global Investments Co., Ltd. | 133 | $9.67K | 0.00% | −80−37.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 137 | $9.71K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 139 | $9.85K | 0.00% | −106−43.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 140 | $9.92K | 0.00% | +140 | New |
| Atala Financial Inc | 140 | $9.92K | 0.01% | +140 | New |
| GeoWealth Management, LLC | 143 | $10.1K | 0.00% | +3+2.1% | Added |
| Coppell Advisory Solutions LLC | 145 | $10.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 170 | $11.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 167 | $11.8K | 0.00% | +167 | New |
| Perkins Coie Trust Co | 175 | $12.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 175 | $12.4K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $14.2K | 0.01% | +200 | New |
| IFP Advisors, Inc | 213 | $15.1K | 0.00% | +125+142.0% | Added |
| TD Capital Management LLC | 247 | $17.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 250 | $17.7K | 0.00% | +173+224.7% | Added |
| Concord Wealth Partners | 268 | $19.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 272 | $19.3K | 0.00% | +272 | New |
| Bryn Mawr Trust Co | 273 | $19.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 291 | $20.6K | 0.00% | −5−1.7% | Reduced |
| Smartleaf Asset Management LLC | 309 | $22.0K | 0.00% | +64+26.1% | Added |
| Corebridge Financial, Inc. | 321 | $22.7K | 0.00% | −29−8.3% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 370 | $27.4K | 0.02% | +370 | New |
| Riverview Trust Co | 419 | $29.7K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 440 | $31.2K | 0.00% | +195+79.6% | Added |
| Future Financial Wealth Managment LLC | 470 | $33.3K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 500 | $35.4K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 500 | $35.4K | 0.01% | +500 | New |
| Tower Research Capital LLC (TRC) | 522 | $37.0K | 0.00% | −862−62.3% | Reduced |
| Quadrant Capital Group LLC | 530 | $37.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 670 | $47.5K | 0.00% | +670 | New |
| Lindbrook Capital, LLC | 687 | $48.7K | 0.00% | −3−0.4% | Reduced |
| Assetmark, Inc | 759 | $53.8K | 0.00% | +755+18,875.0% | Added |
| MetLife Investment Management | 812 | $57.5K | 0.00% | −11−1.3% | Reduced |
| Jones Financial Companies LLLP | 821 | $58.2K | 0.00% | +159+24.0% | Added |
| The PNC Financial Services Group, Inc. | 849 | $60.2K | 0.00% | +66+8.4% | Added |
| Daiwa Securities Group Inc. | 893 | $63.0K | 0.00% | +893 | New |
| Wood Tarver Financial Group, LLC | 1,000 | $70.0K | 0.02% | +1,000 | New |
| Lavaca Capital LLC | 1,000 | $70.8K | 0.03% | +1,000 | New |
| Versant Capital Management, Inc | 1,022 | $72.4K | 0.02% | +1,022 | New |
| Comerica Bank | 1,087 | $77.0K | 0.00% | +44+4.2% | Added |