| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Zions Bancorporation, National Association | 1 | $89 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $89 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $178 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $178 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2 | $178 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 2 | $178 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $178 | 0.00% | +2 | New |
| Signature Equity Partners, LLC | 2 | $178 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $262 | 0.00% | +3 | New |
| Mather Group, LLC. | 3 | $266 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $444 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 5 | $444 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $444 | 0.00% | +2+66.7% | Added |
| Elequin Capital LP | 6 | $533 | 0.00% | −52−89.7% | Reduced |
| Bokf, NA | 7 | $622 | 0.00% | +7 | New |
| LRI Investments, LLC | 7 | $622 | 0.00% | +7 | New |
| Harbour Investments, Inc. | 9 | $799 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $1.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.16K | 0.00% | −70−84.3% | Reduced |
| Cromwell Holdings LLC | 13 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 14 | $1.24K | 0.00% | +14 | New |
| SBI Securities Co., Ltd. | 15 | $1.33K | 0.00% | −5−25.0% | Reduced |
| HFM Investment Advisors, LLC | 18 | $1.60K | 0.00% | +9+100.0% | Added |
| Strategic Wealth Partners, Ltd. | 19 | $1.69K | 0.00% | +19 | New |
| Bay Harbor Wealth Management, LLC | 20 | $1.78K | 0.00% | +2+11.1% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $1.96K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 22 | $1.96K | 0.00% | +22 | New |
| SHP Wealth Management | 23 | $2.04K | 0.00% | +2+9.5% | Added |
| Ares Financial Consulting, LLC | 24 | $2.13K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 26 | $2.31K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 27 | $2.40K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 29 | $2.58K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 30 | $2.67K | 0.00% | +30 | New |
| Marquette Asset Management, LLC | 34 | $3.02K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 34 | $3.10K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 35 | $3.11K | 0.00% | +35 | New |
| UMA Financial Services, Inc. | 37 | $3.29K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 42 | $3.73K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 43 | $3.82K | 0.00% | +8+22.9% | Added |
| Bryn Mawr Trust Co | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 46 | $4.09K | 0.00% | −857−94.9% | Reduced |
| Manchester Capital Management LLC | 46 | $4.09K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 48 | $4.26K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 58 | $4.88K | 0.00% | +58 | New |
| JPL Wealth Management, LLC | 60 | $5.33K | 0.00% | 00.0% | Unchanged |
| Natixis | 64 | $5.68K | 0.00% | −105,273−99.9% | Reduced |
| Kemnay Advisory Services Inc. | 67 | $5.95K | 0.00% | −455−87.2% | Reduced |
| Farmers & Merchants Investments Inc | 68 | $6.04K | 0.00% | −6−8.1% | Reduced |
| Rossby Financial, LCC | 78 | $6.93K | 0.00% | +16+25.8% | Added |
| Ameriflex Group, Inc. | 78 | $6.93K | 0.00% | +78 | New |
| Fortitude Family Office, LLC | 93 | $8.26K | 0.00% | +4+4.5% | Added |
| Keating Financial Advisory Services, Inc. | 93 | $8.26K | 0.00% | +14+17.7% | Added |
| Rosenberg Matthew Hamilton | 100 | $8.88K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 112 | $9.95K | 0.00% | +14+14.3% | Added |
| Smartleaf Asset Management LLC | 132 | $11.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 133 | $11.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 145 | $12.9K | 0.00% | +120+480.0% | Added |
| Private Wealth Management Group, LLC | 153 | $13.6K | 0.00% | −79−34.1% | Reduced |
| Bell Investment Advisors, Inc | 157 | $13.9K | 0.00% | +6+4.0% | Added |
| True Wealth Design, LLC | 157 | $13.9K | 0.00% | +67+74.4% | Added |
| Huntington National Bank | 165 | $14.7K | 0.00% | +165 | New |
| Essential Partners LLC | 167 | $14.8K | 0.01% | +160+2,285.7% | Added |
| CVA Family Office, LLC | 168 | $14.9K | 0.00% | +17+11.3% | Added |
| Valley National Advisers Inc | 174 | $15.5K | 0.00% | +174 | New |
| Torren Management, LLC | 185 | $16.4K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 186 | $16.5K | 0.00% | −24−11.4% | Reduced |
| Private Trust Co NA | 191 | $16.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 194 | $17.2K | 0.00% | +4+2.1% | Added |
| Sachetta, LLC | 198 | $17.6K | 0.01% | +29+17.2% | Added |
| Northwestern Mutual Wealth Management Co | 198 | $17.6K | 0.00% | +23+13.1% | Added |
| Duncker Streett & Co Inc | 200 | $17.8K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 206 | $18.3K | 0.01% | +206 | New |
| Activest Wealth Management | 213 | $18.9K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 225 | $20.0K | 0.00% | +225 | New |
| Assetmark, Inc | 245 | $21.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 250 | $21.8K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 250 | $22.2K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 271 | $24.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 281 | $25.0K | 0.00% | −378−57.4% | Reduced |
| Atlantic Union Bankshares Corp | 290 | $25.8K | 0.00% | +290 | New |
| Millstone Evans Group, LLC | 341 | $30.3K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 388 | $34.5K | 0.00% | +36+10.2% | Added |
| State of Wyoming | 413 | $36.7K | 0.00% | −3,387−89.1% | Reduced |
| Oakmont Advisory Group, LLC | 556 | $49.3K | 0.04% | +556 | New |
| IFP Advisors, Inc | 570 | $50.6K | 0.00% | +47+9.0% | Added |
| Umb Bank N A | 618 | $54.9K | 0.00% | +51+9.0% | Added |
| ZRC Wealth Management, LLC | 666 | $59.2K | 0.02% | +185+38.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 690 | $61.0K | 0.00% | +690 | New |
| Trust Co of Toledo NA | 699 | $62.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 718 | $63.8K | 0.01% | +718 | New |
| Massmutual Trust Co FSB | 750 | $66.6K | 0.00% | +25+3.4% | Added |
| Rockefeller Capital Management L.P. | 780 | $69.3K | 0.00% | −1−0.1% | Reduced |
| Rakuten Securities, Inc. | 800 | $71.1K | 0.02% | +800 | New |
| Global X Japan Co., Ltd. | 809 | $71.9K | 0.00% | −315−28.0% | Reduced |
| Larson Financial Group LLC | 863 | $76.7K | 0.00% | +333+62.8% | Added |
| WPG Advisers, LLC | 864 | $76.7K | 0.05% | +107+14.1% | Added |
| Beacon Investment Advisory Services, Inc. | 870 | $77.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 874 | $77.6K | 0.03% | −8−0.9% | Reduced |