| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $241 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $241 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $241 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $243 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $481 | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $481 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $723 | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 3 | $723 | 0.00% | +1+50.0% | Added |
| Gilpin Wealth Management, LLC | 3 | $723 | 0.00% | +1+50.0% | Added |
| Bare Financial Services, Inc | 4 | $963 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $963 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $963 | 0.00% | +3+300.0% | Added |
| HFM Investment Advisors, LLC | 4 | $963 | 0.00% | +3+300.0% | Added |
| Evolution Advisers, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $1.20K | 0.00% | +2+66.7% | Added |
| Creative Capital Management Investments LLC | 5 | $1.20K | 0.00% | +5 | New |
| Huntington National Bank | 6 | $1.44K | 0.00% | +6 | New |
| Plante Moran Financial Advisors, LLC | 6 | $1.44K | 0.00% | +6 | New |
| Bellevue Asset Management, LLC | 6 | $1.44K | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 7 | $1.69K | 0.00% | −3−30.0% | Reduced |
| Rossby Financial, LCC | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 10 | $2.41K | 0.00% | +10 | New |
| Continuum Advisory, LLC | 11 | $2.65K | 0.00% | +11 | New |
| Quarry LP | 12 | $2.89K | 0.00% | −8−40.0% | Reduced |
| Massmutual Trust Co FSB | 13 | $3.13K | 0.00% | −14−51.9% | Reduced |
| Harbour Investments, Inc. | 13 | $3.13K | 0.00% | +13 | New |
| Farmers & Merchants Investments Inc | 14 | $3.37K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $3.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $3.37K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 15 | $3.61K | 0.00% | +15 | New |
| Stone House Investment Management, LLC | 17 | $4.09K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 20 | $4.82K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 22 | $5.30K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 26 | $6.26K | 0.00% | +13+100.0% | Added |
| LRI Investments, LLC | 28 | $6.74K | 0.00% | −23−45.1% | Reduced |
| Action Point Financial Planning, LLC | 29 | $6.98K | 0.00% | +29 | New |
| Larson Financial Group LLC | 31 | $7.46K | 0.00% | +4+14.8% | Added |
| Picton Mahoney Asset Management | 32 | $7.70K | 0.00% | +17+113.3% | Added |
| IFG Advisory, LLC | 35 | $8.43K | 0.00% | +35 | New |
| WealthCollab, LLC | 37 | $8.91K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 48 | $11.6K | 0.00% | +48 | New |
| Nomura Asset Management Co Ltd | 49 | $11.8K | 0.00% | −271−84.7% | Reduced |
| Parkside Financial Bank & Trust | 49 | $11.8K | 0.00% | −1−2.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 49 | $11.8K | 0.00% | +1+2.1% | Added |
| Ronald Blue Trust, Inc. | 52 | $12.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 61 | $14.7K | 0.01% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 67 | $16.1K | 0.01% | −9,667−99.3% | Reduced |
| Fortitude Family Office, LLC | 67 | $16.1K | 0.00% | +61+1,016.7% | Added |
| Global Retirement Partners, LLC | 68 | $16.4K | 0.00% | +68 | New |
| Accent Capital Management, LLC | 76 | $18.3K | 0.01% | +1+1.3% | Added |
| V-Square Quantitative Management LLC | 84 | $20.2K | 0.00% | +84 | New |
| Sterling Capital Management LLC | 86 | $20.7K | 0.00% | −69−44.5% | Reduced |
| Rothschild Investment LLC | 88 | $21.2K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 88 | $21.2K | 0.00% | −4−4.3% | Reduced |
| Alerus Financial NA | 92 | $22.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 96 | $23.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 110 | $26.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 113 | $27.0K | 0.00% | +113 | New |
| Kemnay Advisory Services Inc. | 125 | $30.1K | 0.00% | −556−81.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 125 | $30.1K | 0.00% | +18+16.8% | Added |
| Federation des caisses Desjardins du Quebec | 146 | $35.1K | 0.00% | +46+46.0% | Added |
| MCF Advisors LLC | 148 | $35.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 153 | $36.8K | 0.01% | −5−3.2% | Reduced |
| US Bancorp | 178 | $42.9K | 0.00% | +11+6.6% | Added |
| Umb Bank N A | 186 | $44.8K | 0.00% | +8+4.5% | Added |
| Salomon & Ludwin, LLC | 185 | $44.8K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 197 | $47.4K | 0.01% | +6+3.1% | Added |
| Jones Financial Companies LLLP | 214 | $49.4K | 0.00% | +59+38.1% | Added |
| Optiver Holding B.V. | 216 | $52.0K | 0.00% | +216 | New |
| Hantz Financial Services, Inc. | 223 | $54.0K | 0.00% | −5−2.2% | Reduced |
| SBI Securities Co., Ltd. | 247 | $59.5K | 0.00% | +178+258.0% | Added |
| Essential Partners LLC | 249 | $59.9K | 0.03% | −740−74.8% | Reduced |
| IFP Advisors, Inc | 249 | $59.9K | 0.00% | −294−54.1% | Reduced |
| JFS Wealth Advisors, LLC | 249 | $59.9K | 0.00% | −14−5.3% | Reduced |
| Prestige Wealth Management Group LLC | 272 | $65.5K | 0.01% | −2−0.7% | Reduced |
| Federated Hermes, Inc. | 299 | $72.0K | 0.00% | +28+10.3% | Added |
| Pacer Advisors, Inc. | 315 | $76.0K | 0.00% | −97−23.5% | Reduced |
| Smithfield Trust Co | 352 | $84.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 361 | $85.1K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 679 | $90.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 393 | $95.0K | 0.05% | −2−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 405 | $97.5K | 0.00% | +20+5.2% | Added |
| Signaturefd, LLC | 405 | $97.5K | 0.00% | +45+12.5% | Added |
| USA Financial Formulas | 419 | $100.9K | 0.02% | +419 | New |
| C M Bidwell & Associates Ltd | 425 | $102.3K | 0.04% | +425 | New |
| Simplex Trading, LLC | 431 | $103.8K | 0.00% | −1,587−78.6% | Reduced |
| Public Employees Retirement System of Ohio | 481 | $115.8K | 0.00% | −11−2.2% | Reduced |
| Parallel Advisors, LLC | 511 | $123.0K | 0.00% | +30+6.2% | Added |
| Penserra Capital Management LLC | 518 | $124.0K | 0.00% | +518 | New |
| SG Americas Securities, LLC | 601 | $145.0K | 0.00% | −108,538−99.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 615 | $148.0K | 0.01% | +18+3.0% | Added |
| Allworth Financial LP | 635 | $152.9K | 0.00% | +296+87.3% | Added |
| Nisa Investment Advisors, LLC | 708 | $170.4K | 0.00% | +394+125.5% | Added |
| Versant Capital Management, Inc | 718 | $172.8K | 0.02% | +19+2.7% | Added |
| KBC Group NV | 765 | $184.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 785 | $189.0K | 0.00% | +85+12.1% | Added |
| Ritholtz Wealth Management | 850 | $204.6K | 0.00% | +850 | New |
