| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Bokf, NA | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $122 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $246 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $365 | 0.00% | +3 | New |
| Assetmark, Inc | 3 | $365 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 3 | $396 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $487 | 0.00% | −1−20.0% | Reduced |
| Tfo-TDC, LLC | 4 | $487 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 4 | $487 | 0.00% | +4 | New |
| Brown Brothers Harriman & Co | 6 | $730 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $731 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $762 | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 7 | $766 | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 8 | $974 | 0.00% | +8 | New |
| GW&K Investment Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.34K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 11 | $1.34K | 0.00% | +11 | New |
| Gradient Investments LLC | 14 | $1.70K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.71K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $2.00K | 0.00% | −1−6.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 18 | $2.19K | 0.00% | +18 | New |
| Key Financial Inc | 20 | $2.43K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $2.44K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $2.56K | 0.00% | +21 | New |
| Sachetta, LLC | 22 | $2.68K | 0.00% | +22 | New |
| Carolinas Wealth Consulting LLC | 22 | $2.73K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 27 | $3.29K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 31 | $3.77K | 0.00% | +3+10.7% | Added |
| Piscataqua Savings Bank | 33 | $4.02K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 33 | $4.02K | 0.00% | +33 | New |
| Bogart Wealth, LLC | 34 | $4.14K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 37 | $4.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 39 | $4.72K | 0.00% | −6−13.3% | Reduced |
| MV Capital Management, Inc. | 43 | $5.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $5.23K | 0.00% | +7+19.4% | Added |
| American National Bank | 44 | $5.36K | 0.00% | +44 | New |
| CVA Family Office, LLC | 45 | $5.48K | 0.00% | +45 | New |
| Versant Capital Management, Inc | 50 | $6.09K | 0.00% | −9−15.3% | Reduced |
| National Pension Service | 50 | $6.09K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 57 | $6.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $7.67K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 67 | $8.15K | 0.00% | +67 | New |
| Wetzel Investment Advisors, Inc. | 77 | $9.00K | 0.01% | +77 | New |
| Cullen/Frost Bankers, Inc. | 76 | $9.25K | 0.00% | −209−73.3% | Reduced |
| Delta Asset Management LLC | 78 | $9.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 83 | $10.1K | 0.01% | +83 | New |
| Capstone Investment Advisors, LLC | 88 | $10.7K | 0.00% | −6,756−98.7% | Reduced |
| Pinnacle Bancorp, Inc. | 98 | $11.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 95 | $12.0K | 0.01% | +1+1.1% | Added |
| Smithfield Trust Co | 109 | $14.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 125 | $15.0K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 125 | $15.2K | 0.01% | +125 | New |
| Quarry LP | 125 | $15.2K | 0.01% | +125 | New |
| Massmutual Trust Co FSB | 130 | $15.8K | 0.00% | +33+34.0% | Added |
| TD Private Client Wealth LLC | 132 | $16.1K | 0.00% | +5+3.9% | Added |
| EverSource Wealth Advisors, LLC | 133 | $16.2K | 0.00% | +2+1.5% | Added |
| Ronald Blue Trust, Inc. | 159 | $17.0K | 0.00% | −223−58.4% | Reduced |
| Deseret Mutual Benefit Administrators | 150 | $18.3K | 0.01% | −95−38.8% | Reduced |
| Global Retirement Partners, LLC | 169 | $20.3K | 0.00% | +68+67.3% | Added |
| Washington Trust Co | 175 | $21.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 178 | $21.7K | 0.00% | +31+21.1% | Added |
| Operose Advisors LLC | 180 | $21.9K | 0.01% | +180 | New |
| JFS Wealth Advisors, LLC | 189 | $23.0K | 0.00% | +3+1.6% | Added |
| Cape Investment Advisory, Inc. | 200 | $24.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 202 | $24.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 206 | $25.1K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 218 | $26.5K | 0.00% | +218 | New |
| Private Wealth Management Group, LLC | 221 | $26.9K | 0.01% | +221 | New |
| Private Trust Co NA | 222 | $27.0K | 0.00% | +162+270.0% | Added |
| Investment Research & Advisory Group, Inc. | 225 | $27.4K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 229 | $27.9K | 0.01% | +229 | New |
| Lindbrook Capital, LLC | 240 | $29.2K | 0.00% | +92+62.2% | Added |
| TCTC Holdings, LLC | 254 | $30.9K | 0.00% | +254 | New |
| Sunbelt Securities, Inc. | 266 | $32.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 266 | $32.4K | 0.00% | +24+9.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 277 | $34.0K | 0.00% | +177+177.0% | Added |
| Westpac Banking Corp | 309 | $37.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 323 | $39.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 324 | $39.4K | 0.01% | +324 | New |
| South State Corp. | 339 | $41.3K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 347 | $42.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 351 | $42.7K | 0.00% | +48+15.8% | Added |
| Farther Finance Advisors, LLC | 356 | $43.3K | 0.00% | +57+19.1% | Added |
| HHM Wealth Advisors, LLC | 375 | $45.6K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 391 | $47.0K | 0.00% | −90−18.7% | Reduced |
| EntryPoint Capital, LLC | 421 | $51.2K | 0.05% | +421 | New |
| Principal Securities, Inc. | 430 | $52.3K | 0.00% | +430 | New |
| Sentry Investment Management LLC | 433 | $53.0K | 0.02% | −46−9.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 446 | $54.0K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 500 | $54.4K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 450 | $54.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 473 | $57.6K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 491 | $59.8K | 0.02% | +491 | New |
| First Horizon Advisors, Inc. | 513 | $62.5K | 0.00% | +43+9.1% | Added |
| Bruce G. Allen Investments, LLC | 515 | $62.7K | 0.06% | +515 | New |
| First Command Advisory Services, Inc. | 562 | $68.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 570 | $69.4K | 0.01% | −18−3.1% | Reduced |