| Cullen/Frost Bankers, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Copeland Capital Management, LLC | 1 | $152 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $152 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $152 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $152 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $305 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $305 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2 | $305 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $305 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $457 | 0.00% | +1+50.0% | Added |
| Gilpin Wealth Management, LLC | 3 | $458 | 0.00% | +2+200.0% | Added |
| MCF Advisors LLC | 3 | $458 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $609 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $609 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $609 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $762 | 0.00% | −1−16.7% | Reduced |
| Creative Financial Designs Inc | 5 | $762 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 5 | $762 | 0.00% | +1+25.0% | Added |
| SJS Investment Consulting Inc. | 5 | $762 | 0.00% | +3+150.0% | Added |
| Ronald Blue Trust, Inc. | 6 | $914 | 0.00% | −336−98.2% | Reduced |
| Essential Partners LLC | 6 | $914 | 0.00% | +5+500.0% | Added |
| Sound Income Strategies, LLC | 6 | $925 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7 | $1.01K | 0.00% | +7 | New |
| TD Private Client Wealth LLC | 7 | $1.04K | 0.00% | −8−53.3% | Reduced |
| Fortitude Family Office, LLC | 7 | $1.07K | 0.00% | +5+250.0% | Added |
| IFP Advisors, Inc | 9 | $1.37K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 11 | $1.68K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $1.83K | 0.00% | −10−45.5% | Reduced |
| MPWM Advisory Solutions, LLC | 12 | $1.83K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.98K | 0.00% | +13 | New |
| TD Capital Management LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13 | $2.02K | 0.00% | +4+44.4% | Added |
| Whittier Trust Co | 13 | $2.02K | 0.00% | +13 | New |
| Assetmark, Inc | 15 | $2.29K | 0.00% | −5−25.0% | Reduced |
| Rossby Financial, LCC | 15 | $2.31K | 0.00% | +9+150.0% | Added |
| Farmers & Merchants Investments Inc | 16 | $2.44K | 0.00% | −2−11.1% | Reduced |
| Stance Capital LLC | 17 | $2.65K | 0.00% | +17 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $3.05K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 21 | $3.20K | 0.00% | +21 | New |
| Bogart Wealth, LLC | 22 | $3.35K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 24 | $3.66K | 0.00% | +11+84.6% | Added |
| Keating Financial Advisory Services, Inc. | 25 | $3.81K | 0.00% | +15+150.0% | Added |
| JFS Wealth Advisors, LLC | 26 | $3.96K | 0.00% | +1+4.0% | Added |
| CVA Family Office, LLC | 27 | $4.11K | 0.00% | +27 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 29 | $4.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $4.88K | 0.00% | −11−25.6% | Reduced |
| Winch Advisory Services, LLC | 34 | $5.18K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 41 | $6.25K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 47 | $7.16K | 0.00% | +47 | New |
| Cornerstone Planning Group LLC | 61 | $7.39K | 0.00% | +61 | New |
| Root Financial Partners, LLC | 52 | $7.92K | 0.00% | −12−18.8% | Reduced |
| Bare Financial Services, Inc | 53 | $8.07K | 0.00% | +38+253.3% | Added |
| Bell Investment Advisors, Inc | 54 | $8.23K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 60 | $9.14K | 0.00% | −17−22.1% | Reduced |
| Versant Capital Management, Inc | 68 | $10.4K | 0.00% | −6−8.1% | Reduced |
| TD Waterhouse Canada Inc. | 69 | $10.6K | 0.00% | −3,720−98.2% | Reduced |
| Rocky Mountain Advisers, LLC | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 78 | $11.9K | 0.00% | +10+14.7% | Added |
| MidFirst Bank | 81 | $12.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 84 | $13.0K | 0.00% | +51+154.5% | Added |
| Strategic Advocates LLC | 87 | $13.3K | 0.06% | −136−61.0% | Reduced |
| Financial Network Wealth Advisors LLC | 88 | $13.4K | 0.01% | −9−9.3% | Reduced |
| Golden State Wealth Management, LLC | 92 | $14.1K | 0.00% | −4−4.2% | Reduced |
| Massmutual Trust Co FSB | 93 | $14.2K | 0.00% | −7−7.0% | Reduced |
| Guinness Asset Management LTD | 93 | $14.2K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 97 | $14.8K | 0.00% | +27+38.6% | Added |
| IAG Wealth Partners, LLC | 100 | $15.2K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 103 | $15.7K | 0.00% | +22+27.2% | Added |
| Salomon & Ludwin, LLC | 117 | $18.3K | 0.00% | −73−38.4% | Reduced |
| Leonteq Securities AG | 121 | $18.4K | 0.00% | +19+18.6% | Added |
| Advisory Services Network, LLC | 122 | $18.6K | 0.00% | +122 | New |
| Parkside Financial Bank & Trust | 124 | $18.9K | 0.00% | +28+29.2% | Added |
| Measured Wealth Private Client Group, LLC | 134 | $20.4K | 0.01% | +134 | New |
| National Bank of Canada | 137 | $20.8K | 0.00% | +137 | New |
| Public Employees Retirement System of Ohio | 140 | $21.3K | 0.00% | +20+16.7% | Added |
| N.E.W. Advisory Services LLC | 141 | $21.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 150 | $22.9K | 0.00% | −3−2.0% | Reduced |
| Godfrey Financial Associates, Inc. | 153 | $23.3K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 162 | $25.0K | 0.00% | +36+28.6% | Added |
| Dunhill Financial, LLC | 191 | $29.3K | 0.01% | −1−0.5% | Reduced |
| Sterling Capital Management LLC | 192 | $29.3K | 0.00% | −2−1.0% | Reduced |
| Kemnay Advisory Services Inc. | 195 | $29.7K | 0.00% | +111+132.1% | Added |
| Private Trust Co NA | 200 | $30.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 200 | $30.5K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 221 | $32.7K | 0.00% | −467−67.9% | Reduced |
| EverSource Wealth Advisors, LLC | 217 | $33.1K | 0.00% | −2−0.9% | Reduced |
| Farther Finance Advisors, LLC | 241 | $37.2K | 0.00% | −245−50.4% | Reduced |
| Huntington National Bank | 249 | $37.9K | 0.00% | +53+27.0% | Added |
| Allworth Financial LP | 249 | $37.9K | 0.00% | +99+66.0% | Added |
| Manchester Capital Management LLC | 279 | $42.5K | 0.01% | −8−2.8% | Reduced |
| Simplex Trading, LLC | 288 | $43.9K | 0.00% | +288 | New |
| CX Institutional | 323 | $49.0K | 0.00% | −199−38.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 332 | $50.6K | 0.01% | +66+24.8% | Added |
| Global X Japan Co., Ltd. | 336 | $51.2K | 0.00% | −128−27.6% | Reduced |
| Catalyst Capital Advisors LLC | 445 | $67.8K | 0.00% | −570−56.2% | Reduced |
| AdvisorNet Financial, Inc | 520 | $79.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 525 | $80.0K | 0.00% | +4+0.8% | Added |
| Covestor Ltd | 541 | $82.0K | 0.06% | −593−52.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 600 | $91.4K | 0.00% | 00.0% | Unchanged |
