| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Cullen/Frost Bankers, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| DecisionPoint Financial, LLC | 1 | $147 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $148 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 1 | $148 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $148 | 0.00% | +1 | New |
| Cedar Mountain Advisors, LLC | 1 | $148 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $148 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $297 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $297 | 0.00% | +2 | New |
| Mascoma Wealth Management LLC | 2 | $297 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $297 | 0.00% | +2 | New |
| Concord Wealth Partners | 3 | $445 | 0.00% | +3 | New |
| Creative Capital Management Investments LLC | 3 | $445 | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $446 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4 | $594 | 0.00% | −3−42.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $594 | 0.00% | −1−20.0% | Reduced |
| Raffa Wealth Management, LLC | 4 | $594 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $594 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $594 | 0.00% | +1+33.3% | Added |
| Rialto Wealth Management, LLC | 4 | $594 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 5 | $719 | 0.00% | −2−28.6% | Reduced |
| Leonteq Securities AG | 5 | $742 | 0.00% | −116−95.9% | Reduced |
| Creative Financial Designs Inc | 5 | $742 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $742 | 0.00% | +3+150.0% | Added |
| First National Bank | 5 | $742 | 0.00% | +5 | New |
| Anchor Investment Management, LLC | 5 | $742 | 0.00% | +5 | New |
| TD Waterhouse Canada Inc. | 6 | $878 | 0.00% | −63−91.3% | Reduced |
| Ankerstar Wealth, LLC | 6 | $890 | 0.00% | +1+20.0% | Added |
| Horizon Financial Services, LLC | 6 | $890 | 0.00% | +6 | New |
| Montag A & Associates Inc | 6 | $912 | 0.00% | −1−14.3% | Reduced |
| Hughes Financial Services, LLC | 7 | $1.04K | 0.00% | +3+75.0% | Added |
| Plante Moran Financial Advisors, LLC | 8 | $1.19K | 0.00% | +8 | New |
| High Note Wealth, LLC | 9 | $1.33K | 0.00% | −3−25.0% | Reduced |
| Essential Partners LLC | 9 | $1.33K | 0.00% | +3+50.0% | Added |
| SJS Investment Consulting Inc. | 9 | $1.34K | 0.00% | +4+80.0% | Added |
| Beacon Investment Advisory Services, Inc. | 10 | $1.48K | 0.00% | +10 | New |
| Silver Grove Financial Group, Inc. | 11 | $1.63K | 0.00% | +11 | New |
| MPWM Advisory Solutions, LLC | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $1.78K | 0.00% | +12 | New |
| Whittier Trust Co of Nevada Inc | 13 | $1.91K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $1.96K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 14 | $2.08K | 0.00% | −1−6.7% | Reduced |
| MidFirst Bank | 15 | $2.23K | 0.00% | −66−81.5% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $2.37K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 17 | $2.58K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 18 | $2.67K | 0.00% | +16+800.0% | Added |
| Action Point Financial Planning, LLC | 23 | $2.97K | 0.00% | +23 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $2.97K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $3.26K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $3.71K | 0.00% | +1+4.2% | Added |
| JFS Wealth Advisors, LLC | 26 | $3.86K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 27 | $4.01K | 0.00% | +2+8.0% | Added |
| True Wealth Design, LLC | 28 | $4.16K | 0.00% | +28 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 29 | $4.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 30 | $4.45K | 0.00% | −67−69.1% | Reduced |
| Private Wealth Management Group, LLC | 33 | $4.90K | 0.00% | +1+3.1% | Added |
| Winch Advisory Services, LLC | 34 | $5.04K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 38 | $5.61K | 0.00% | −99−72.3% | Reduced |
| Oakworth Capital, Inc. | 41 | $6.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $6.38K | 0.00% | −11−20.4% | Reduced |
| Versant Capital Management, Inc | 60 | $8.90K | 0.00% | −8−11.8% | Reduced |
| Brown Brothers Harriman & Co | 60 | $8.90K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 60 | $8.90K | 0.00% | +60 | New |
| Cornerstone Planning Group LLC | 74 | $9.37K | 0.00% | +13+21.3% | Added |
| Harbor Capital Advisors, Inc. | 68 | $10.0K | 0.00% | −16−19.0% | Reduced |
| Rocky Mountain Advisers, LLC | 72 | $10.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 72 | $10.7K | 0.00% | +72 | New |
| Parkside Financial Bank & Trust | 72 | $10.7K | 0.00% | −52−41.9% | Reduced |
| Assetmark, Inc | 73 | $10.8K | 0.00% | +58+386.7% | Added |
| Financial Network Wealth Advisors LLC | 82 | $12.2K | 0.01% | −6−6.8% | Reduced |
| Massmutual Trust Co FSB | 83 | $12.3K | 0.00% | −10−10.8% | Reduced |
| Golden State Wealth Management, LLC | 92 | $13.8K | 0.00% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 93 | $13.8K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 94 | $14.0K | 0.00% | −9−8.7% | Reduced |
| Huntington National Bank | 95 | $14.1K | 0.00% | −154−61.8% | Reduced |
| IAG Wealth Partners, LLC | 100 | $14.8K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 110 | $15.3K | 0.00% | +110 | New |
| Sterling Capital Management LLC | 105 | $15.6K | 0.00% | −87−45.3% | Reduced |
| Bare Financial Services, Inc | 108 | $16.0K | 0.00% | +55+103.8% | Added |
| Measured Wealth Private Client Group, LLC | 120 | $17.8K | 0.00% | −14−10.4% | Reduced |
| Los Angeles Capital Management LLC | 134 | $19.9K | 0.00% | −1,201−90.0% | Reduced |
| Strategic Advocates LLC | 137 | $20.3K | 0.08% | +50+57.5% | Added |
| N.E.W. Advisory Services LLC | 142 | $21.0K | 0.00% | +1+0.7% | Added |
| Godfrey Financial Associates, Inc. | 153 | $22.7K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 163 | $24.0K | 0.00% | −160−49.5% | Reduced |
| SBI Securities Co., Ltd. | 169 | $25.1K | 0.00% | +19+12.7% | Added |
| Public Employees Retirement System of Ohio | 185 | $27.4K | 0.00% | +45+32.1% | Added |
| Dunhill Financial, LLC | 191 | $28.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 200 | $29.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 200 | $29.7K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 203 | $30.1K | 0.00% | +8+4.1% | Added |
| Smartleaf Asset Management LLC | 221 | $30.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 256 | $37.4K | 0.00% | +139+118.8% | Added |
| EverSource Wealth Advisors, LLC | 255 | $37.8K | 0.00% | +38+17.5% | Added |
| Manchester Capital Management LLC | 278 | $41.3K | 0.01% | −1−0.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 289 | $42.9K | 0.01% | −43−13.0% | Reduced |
| State of Wyoming | 290 | $43.0K | 0.00% | −932−76.3% | Reduced |
| Allworth Financial LP | 311 | $46.1K | 0.00% | +62+24.9% | Added |
