| Cornerstone Planning Group LLC | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $181 | 0.00% | −14−93.3% | Reduced |
| True Wealth Design, LLC | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $361 | 0.00% | −2−50.0% | Reduced |
| Assetmark, Inc | 2 | $361 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 2 | $361 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $540 | 0.00% | +2+200.0% | Added |
| Abound Wealth Management | 3 | $541 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $541 | 0.00% | +2+200.0% | Added |
| Tortoise Investment Management, LLC | 3 | $541 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $722 | 0.00% | −3−42.9% | Reduced |
| Garde Capital, Inc. | 5 | $902 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5 | $902 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $1.80K | 0.00% | +1+11.1% | Added |
| Atlantic Trust, LLC | 11 | $1.98K | 0.00% | +11 | New |
| Fortitude Family Office, LLC | 13 | $2.34K | 0.00% | +13 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $2.52K | 0.00% | +14 | New |
| Colonial Trust Co | 16 | $2.92K | 0.00% | +16 | New |
| Capital Advisors, Ltd. LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $3.43K | 0.00% | −26−57.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 22 | $3.97K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 26 | $4.78K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 28 | $5.05K | 0.00% | −4−12.5% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $5.23K | 0.00% | +1+3.6% | Added |
| Principal Securities, Inc. | 37 | $6.67K | 0.00% | −43−53.8% | Reduced |
| Massmutual Trust Co FSB | 39 | $7.03K | 0.00% | −16−29.1% | Reduced |
| Essential Partners LLC | 40 | $7.21K | 0.00% | +40 | New |
| Hughes Financial Services, LLC | 46 | $7.32K | 0.00% | 00.0% | Unchanged |
| City State Bank | 41 | $7.39K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 42 | $7.57K | 0.00% | +8+23.5% | Added |
| Accent Capital Management, LLC | 42 | $7.57K | 0.00% | +42 | New |
| Parkside Financial Bank & Trust | 43 | $7.75K | 0.00% | −9−17.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $9.02K | 0.00% | +50 | New |
| Burkett Financial Services, LLC | 51 | $9.27K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 55 | $9.92K | 0.00% | +36+189.5% | Added |
| Sachetta, LLC | 56 | $10.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 60 | $10.8K | 0.00% | +21+53.8% | Added |
| Hemington Wealth Management | 66 | $11.0K | 0.00% | +13+24.5% | Added |
| Bullock Wealth Management Group | 62 | $11.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 64 | $11.5K | 0.01% | +14+28.0% | Added |
| Harbor Investment Advisory, LLC | 70 | $12.6K | 0.00% | +70 | New |
| Huntington National Bank | 77 | $13.9K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 77 | $13.9K | 0.00% | −10−11.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 79 | $14.2K | 0.00% | +20+33.9% | Added |
| Rise Advisors, LLC | 85 | $15.3K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 85 | $15.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $16.2K | 0.00% | +3+3.4% | Added |
| Anchor Investment Management, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 103 | $18.6K | 0.00% | +73+243.3% | Added |
| Sterling Capital Management LLC | 107 | $19.3K | 0.00% | −9−7.8% | Reduced |
| GWM Advisors LLC | 116 | $20.9K | 0.00% | −1,042−90.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 135 | $24.4K | 0.00% | −10−6.9% | Reduced |
| Concord Wealth Partners | 139 | $25.0K | 0.00% | +139 | New |
| 10Elms LLP | 140 | $25.2K | 0.02% | +140 | New |
| Allworth Financial LP | 142 | $25.6K | 0.00% | +73+105.8% | Added |
| Cullen/Frost Bankers, Inc. | 144 | $26.0K | 0.00% | +96+200.0% | Added |
| Smithfield Trust Co | 144 | $26.0K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 145 | $26.1K | 0.00% | −360−71.3% | Reduced |
| Umb Bank N A | 155 | $28.0K | 0.00% | +30+24.0% | Added |
| Covestor Ltd | 155 | $28.0K | 0.02% | +72+86.7% | Added |
| MAI Capital Management | 159 | $28.7K | 0.00% | +159 | New |
| Jones Financial Companies LLLP | 160 | $28.8K | 0.00% | +28+21.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 186 | $28.8K | 0.01% | +186 | New |
| Nomura Asset Management Co Ltd | 160 | $28.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 168 | $30.0K | 0.00% | −1−0.6% | Reduced |
| Hantz Financial Services, Inc. | 175 | $32.0K | 0.00% | +21+13.6% | Added |
| AdvisorNet Financial, Inc | 182 | $32.8K | 0.00% | +182 | New |
| Parallel Advisors, LLC | 184 | $33.2K | 0.00% | −2−1.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 191 | $34.4K | 0.00% | −599,943−100.0% | Reduced |
| Ci Investments Inc. | 199 | $36.0K | 0.00% | +199 | New |
| Financial Management Professionals, Inc. | 200 | $36.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 219 | $39.5K | 0.00% | +75+52.1% | Added |
| Ameritas Advisory Services, LLC | 271 | $48.9K | 0.00% | +271 | New |
| Employees Retirement System of Texas | 275 | $50.0K | 0.00% | +275 | New |
| CoreCap Advisors, LLC | 279 | $50.3K | 0.00% | −57−17.0% | Reduced |
| WealthCollab, LLC | 284 | $51.2K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 289 | $52.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 315 | $56.8K | 0.00% | −50−13.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 320 | $57.7K | 0.03% | −174−35.2% | Reduced |
| Penserra Capital Management LLC | 366 | $66.0K | 0.00% | +366 | New |
| Harvest Fund Management Co., Ltd | 376 | $68.0K | 0.00% | −2,536−87.1% | Reduced |
| Atlantic Union Bankshares Corp | 386 | $69.6K | 0.00% | +386 | New |
| Quarry LP | 404 | $72.9K | 0.02% | +66+19.5% | Added |
| Farmers & Merchants Investments Inc | 429 | $77.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 433 | $78.1K | 0.00% | +181+71.8% | Added |
| Clearstead Advisors, LLC | 473 | $85.3K | 0.00% | +473 | Added |
| USA Financial Portformulas Corp | 493 | $88.9K | 0.02% | +493 | New |
| C M Bidwell & Associates Ltd | 517 | $93.2K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 568 | $102.4K | 0.00% | +563+11,260.0% | Added |
| Rakuten Securities, Inc. | 599 | $108.0K | 0.04% | +496+481.6% | Added |
| Delta Asset Management LLC | 600 | $108.2K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 612 | $110.4K | 0.10% | +612 | New |
| Versant Capital Management, Inc | 619 | $111.6K | 0.02% | 00.0% | Unchanged |
