| USA Financial Portformulas Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| Evoke Wealth, LLC | 4 | $0 | 0.00% | +4 | New |
| Dark Forest Capital Management LP | 3 | $0 | 0.00% | +3 | New |
| Amplius Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| Karlinski Andrew C | 4 | $0 | 0.00% | +4 | New |
| C M Bidwell & Associates Ltd | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| SRS Capital Advisors, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | +10 | New |
| Schubert & Co | 12 | $1.00K | 0.00% | +12 | New |
| Cassady Schiller Wealth Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $2.00K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Glen Eagle Advisors, LLC | 24 | $2.52K | 0.00% | +20+500.0% | Added |
| Parkside Financial Bank & Trust | 32 | $3.00K | 0.00% | −73−69.5% | Reduced |
| Providence Capital Advisors, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $3.00K | 0.00% | +8+34.8% | Added |
| Optiver Holding B.V. | 25 | $3.00K | 0.00% | +15+150.0% | Added |
| Lindbrook Capital, LLC | 42 | $4.00K | 0.00% | −5−10.6% | Reduced |
| Massmutual Trust Co FSB | 45 | $5.00K | 0.00% | −184−80.3% | Reduced |
| Glassman Wealth Services | 45 | $5.00K | 0.00% | +33+275.0% | Added |
| Alaska Permanent Fund Corp | 48 | $5.00K | 0.00% | +48 | New |
| Atticus Wealth Management, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Fieldpoint Private Securities, LLC | 55 | $6.00K | 0.00% | −5−8.3% | Reduced |
| Sound Income Strategies, LLC | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 68 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 69 | $7.00K | 0.00% | +10+16.9% | Added |
| MV Capital Management, Inc. | 76 | $8.00K | 0.00% | +42+123.5% | Added |
| CVA Family Office, LLC | 80 | $8.00K | 0.00% | +80 | New |
| Harbor Investment Advisory, LLC | 86 | $9.00K | 0.00% | −10−10.4% | Reduced |
| Clearview Wealth Advisors LLC | 87 | $9.00K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 95 | $10.0K | 0.00% | +95 | New |
| Aquatic Capital Management LLC | 100 | $10.0K | 0.02% | +100 | New |
| Mechanics Financial Corp | 100 | $10.0K | 0.00% | +100 | New |
| Oakworth Capital, Inc. | 105 | $11.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 106 | $11.0K | 0.00% | +106 | New |
| Vectors Research Management, LLC | 101 | $11.0K | 0.00% | +101 | New |
| State of Wyoming | 128 | $13.0K | 0.01% | −679−84.1% | Reduced |
| Roble, Belko & Company, Inc | 120 | $13.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 123 | $13.0K | 0.00% | +110+846.2% | Added |
| Eagle Bay Advisors LLC | 111 | $13.0K | 0.01% | +108+3,600.0% | Added |
| Gemmer Asset Management LLC | 138 | $14.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 149 | $15.0K | 0.00% | +149 | New |
| Semmax Financial Advisors Inc. | 154 | $16.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 166 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 161 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 180 | $19.0K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 213 | $19.0K | 0.01% | +213 | New |
| TCI Wealth Advisors, Inc. | 188 | $20.0K | 0.00% | −45−19.3% | Reduced |
| Versant Capital Management, Inc | 193 | $20.0K | 0.01% | −3−1.5% | Reduced |
| AdvisorNet Financial, Inc | 200 | $21.0K | 0.00% | −135−40.3% | Reduced |
| Disciplined Investments, LLC | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 198 | $21.0K | 0.00% | +147+288.2% | Added |
| Signet Financial Management, LLC | 201 | $21.0K | 0.00% | +201 | New |
| Confluence Wealth Services, Inc. | 202 | $21.0K | 0.01% | +202 | New |
| Tradewinds Capital Management, LLC | 214 | $22.0K | 0.00% | +2+0.9% | Added |
| Proequities, Inc. | 211 | $22.0K | 0.00% | +1+0.5% | Added |
| Bessemer Group Inc | 206 | $22.0K | 0.00% | +69+50.4% | Added |
| Lumature Wealth Partners, LLC | 210 | $22.0K | 0.01% | +210 | New |
| Gibson Wealth Advisors LLC | 208 | $22.0K | 0.02% | +208 | New |
| TD Private Client Wealth LLC | 237 | $24.8K | 0.00% | +29+13.9% | Added |
| Baystate Wealth Management LLC | 270 | $28.0K | 0.00% | +2+0.7% | Added |
| Quent Capital, LLC | 277 | $29.0K | 0.01% | +277 | New |
| McIlrath & Eck, LLC | 289 | $30.0K | 0.01% | −149−34.0% | Reduced |
| Charter Oak Capital Management, LLC | 315 | $30.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 291 | $30.5K | 0.00% | +19+7.0% | Added |
| Investmark Advisory Group LLC | 300 | $31.0K | 0.03% | +300 | New |
| Curi Capital | 306 | $32.0K | 0.01% | +306 | New |
| Sandy Spring Bank | 325 | $34.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 344 | $36.0K | 0.01% | −7−2.0% | Reduced |
| Quadrant Capital Group LLC | 371 | $39.0K | 0.00% | −12−3.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 389 | $41.0K | 0.00% | −3,058−88.7% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 400 | $41.0K | 0.03% | +400 | New |
| First Financial Corp | 400 | $42.0K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 400 | $42.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $42.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 414 | $43.0K | 0.00% | +414 | New |
| Tobam | 417 | $44.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 440 | $46.0K | 0.00% | +322+272.9% | Added |
| Accel Wealth Management | 450 | $47.0K | 0.02% | +250+125.0% | Added |
| Proffitt & Goodson Inc | 500 | $52.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 494 | $52.0K | 0.00% | +3+0.6% | Added |
| Ahrens Investment Partners LLC | 500 | $52.0K | 0.02% | +500 | New |
| Smithfield Trust Co | 565 | $60.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 621 | $65.0K | 0.01% | +46+8.0% | Added |
| Plante Moran Financial Advisors, LLC | 661 | $69.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 661 | $69.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 664 | $70.0K | 0.02% | +664 | New |
| Focused Wealth Management, Inc | 676 | $71.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 726 | $76.0K | 0.03% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 721 | $76.0K | 0.07% | +721 | New |