| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $50 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 4 | $197 | 0.00% | −8−66.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $345 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 7 | $346 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8 | $395 | 0.00% | −11,742−99.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 10 | $494 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $691 | 0.00% | −79−84.9% | Reduced |
| AdvisorNet Financial, Inc | 14 | $691 | 0.00% | +14 | New |
| Harbor Investment Advisory, LLC | 16 | $790 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 22 | $1.09K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 23 | $1.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 25 | $1.25K | 0.00% | +25 | New |
| JJJ Advisors Inc. | 26 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 31 | $1.53K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 40 | $1.97K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $1.97K | 0.00% | +40 | New |
| Lee Financial Co | 44 | $2.17K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 45 | $2.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $2.42K | 0.00% | +49 | New |
| Pinnacle Bancorp, Inc. | 53 | $2.62K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 54 | $2.67K | 0.00% | +54 | New |
| Delta Asset Management LLC | 55 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $2.96K | 0.00% | −87−59.2% | Reduced |
| Farmers & Merchants Investments Inc | 60 | $2.96K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 63 | $3.10K | 0.00% | +2+3.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 63 | $3.11K | 0.00% | −621−90.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 69 | $3.40K | 0.00% | +69 | New |
| Bartlett & Co. Wealth Management LLC | 70 | $3.48K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 77 | $3.80K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 78 | $3.87K | 0.00% | +1+1.3% | Added |
| Hexagon Capital Partners LLC | 84 | $4.15K | 0.00% | −35−29.4% | Reduced |
| Aspect Partners, LLC | 100 | $4.93K | 0.00% | +100 | New |
| Capital Advisors, Ltd. LLC | 101 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 103 | $5.08K | 0.00% | −80−43.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 103 | $5.08K | 0.00% | +103 | New |
| SRS Capital Advisors, Inc. | 115 | $5.66K | 0.00% | +115 | New |
| Mendota Financial Group, LLC | 130 | $6.42K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 142 | $7.01K | 0.00% | +4+2.9% | Added |
| Salomon & Ludwin, LLC | 154 | $7.01K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 144 | $7.11K | 0.00% | −364−71.7% | Reduced |
| MCF Advisors LLC | 144 | $7.11K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 154 | $8.00K | 0.01% | +154 | New |
| Ronald Blue Trust, Inc. | 177 | $8.00K | 0.00% | +177 | New |
| Bruce G. Allen Investments, LLC | 170 | $8.39K | 0.01% | +170 | New |
| HHM Wealth Advisors, LLC | 175 | $8.64K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 178 | $8.76K | 0.00% | +178 | New |
| Smartleaf Asset Management LLC | 179 | $8.89K | 0.00% | +179 | New |
| RFP Financial Group LLC | 181 | $8.93K | 0.00% | +154+570.4% | Added |
| Rakuten Investment Management, Inc. | 188 | $9.34K | 0.00% | +188 | New |
| WealthCollab, LLC | 196 | $9.67K | 0.01% | +196 | New |
| PSI Advisors, LLC | 200 | $9.87K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $9.87K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 205 | $10.1K | 0.00% | +55+36.7% | Added |
| IFP Advisors, Inc | 214 | $10.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 218 | $10.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 219 | $10.8K | 0.00% | −114−34.2% | Reduced |
| Byrne Asset Management LLC | 228 | $11.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 234 | $11.6K | 0.00% | −868−78.8% | Reduced |
| Systematic Financial Management LP | 237 | $11.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 241 | $11.9K | 0.00% | −32−11.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 264 | $13.0K | 0.00% | −12−4.3% | Reduced |
| GW&K Investment Management, LLC | 270 | $13.0K | 0.00% | +115+74.2% | Added |
| True Wealth Design, LLC | 265 | $13.1K | 0.00% | +265 | New |
| Cornerstone Planning Group LLC | 278 | $13.7K | 0.00% | −8−2.8% | Reduced |
| Wiser Advisor Group LLC | 281 | $13.9K | 0.02% | +281 | New |
| McIlrath & Eck, LLC | 292 | $14.4K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 300 | $14.8K | 0.01% | +300 | New |
| Abound Wealth Management | 309 | $15.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 328 | $17.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 349 | $17.2K | 0.00% | −217−38.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 374 | $18.5K | 0.00% | −5,867−94.0% | Reduced |
| Spire Wealth Management | 406 | $18.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 400 | $19.7K | 0.01% | +400 | New |
| CKW Financial Group | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 409 | $20.2K | 0.00% | −221−35.1% | Reduced |
| Central Trust Co | 420 | $20.7K | 0.00% | +80+23.5% | Added |
| Pin Oak Investment Advisors Inc | 465 | $23.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 494 | $24.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 550 | $27.1K | 0.00% | −3,250−85.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 587 | $29.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 597 | $29.0K | 0.00% | +15+2.6% | Added |
| Global Retirement Partners, LLC | 624 | $29.3K | 0.00% | +101+19.3% | Added |
| Headlands Technologies LLC | 607 | $30.0K | 0.01% | +607 | New |
| EdgeRock Capital LLC | 733 | $33.4K | 0.02% | +733 | New |
| Operose Advisors LLC | 705 | $34.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 744 | $36.7K | 0.02% | −252−25.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 850 | $41.9K | 0.02% | +10+1.2% | Added |
| Huntington National Bank | 915 | $45.2K | 0.00% | −292−24.2% | Reduced |
| REAP Financial Group, LLC | 990 | $48.9K | 0.01% | +990 | New |
| Gulf International Bank (UK) Ltd | 1,037 | $51.0K | 0.00% | −23,410−95.8% | Reduced |
| GAMMA Investing LLC | 1,127 | $51.4K | 0.01% | +1,127 | New |
| Capital Analysts, LLC | 1,064 | $52.0K | 0.00% | −245−18.7% | Reduced |
| Armstrong Advisory Group, Inc | 1,203 | $59.4K | 0.01% | +751+166.2% | Added |
| Covestor Ltd | 1,224 | $60.0K | 0.04% | +51+4.3% | Added |
| Glassman Wealth Services | 1,224 | $60.4K | 0.01% | −13−1.1% | Reduced |
| American National Bank | 1,230 | $60.7K | 0.01% | +1,230 | New |
| Abich Financial Wealth Management LLC | 1,248 | $61.6K | 0.06% | +1,248 | New |
