| Bay Harbor Wealth Management, LLC | 1 | $208 | 0.00% | +1 | New |
| Northwestern Mutual Wealth Management Co | 1 | $209 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $209 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $418 | 0.00% | −1−33.3% | Reduced |
| Farther Finance Advisors, LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $418 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 3 | $607 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $615 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 3 | $627 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3 | $627 | 0.00% | +3 | New |
| Newbridge Financial Services Group, Inc. | 4 | $836 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $836 | 0.00% | +1+33.3% | Added |
| Cromwell Holdings LLC | 4 | $836 | 0.00% | +4 | New |
| Whipplewood Advisors, LLC | 5 | $1.04K | 0.00% | −6−54.5% | Reduced |
| Fortitude Family Office, LLC | 5 | $1.04K | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 7 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $1.46K | 0.00% | +7 | New |
| Stephens Consulting, LLC | 8 | $1.67K | 0.00% | +8 | New |
| Larson Financial Group LLC | 9 | $1.88K | 0.00% | +1+12.5% | Added |
| Princeton Global Asset Management LLC | 10 | $2.09K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $2.09K | 0.00% | +10 | New |
| High Note Wealth, LLC | 10 | $2.09K | 0.00% | +10 | New |
| Principal Securities, Inc. | 11 | $2.30K | 0.00% | −9−45.0% | Reduced |
| Farmers & Merchants Investments Inc | 11 | $2.30K | 0.00% | −1−8.3% | Reduced |
| HighMark Wealth Management LLC | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $2.51K | 0.00% | +7+140.0% | Added |
| Assetmark, Inc | 13 | $2.72K | 0.00% | +12+1,200.0% | Added |
| Hughes Financial Services, LLC | 14 | $2.85K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 15 | $3.13K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $3.13K | 0.00% | −2−11.8% | Reduced |
| Bruce G. Allen Investments, LLC | 16 | $3.34K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 16 | $3.34K | 0.00% | +16 | New |
| AllSquare Wealth Management LLC | 17 | $3.55K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $3.55K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 18 | $3.76K | 0.00% | +18 | New |
| Skopos Labs, Inc. | 18 | $3.76K | 0.00% | −1−5.3% | Reduced |
| Binnacle Investments Inc | 19 | $3.97K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20 | $4.18K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $4.18K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $4.60K | 0.00% | +8+57.1% | Added |
| Hemington Wealth Management | 28 | $5.00K | 0.00% | +2+7.7% | Added |
| Golden State Wealth Management, LLC | 25 | $5.22K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 25 | $5.22K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 31 | $6.48K | 0.00% | −2,878−98.9% | Reduced |
| Geneos Wealth Management Inc. | 34 | $7.10K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 41 | $8.55K | 0.00% | +9+28.1% | Added |
| Bare Financial Services, Inc | 41 | $8.57K | 0.00% | +28+215.4% | Added |
| Strategic Investment Solutions, Inc. | 48 | $10.0K | 0.00% | +20+71.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 52 | $10.2K | 0.00% | +52 | New |
| Acadian Asset Management LLC | 55 | $11.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 58 | $12.1K | 0.00% | +17+41.5% | Added |
| Putney Financial Group LLC | 60 | $12.5K | 0.01% | −30−33.3% | Reduced |
| SRS Capital Advisors, Inc. | 60 | $12.5K | 0.00% | −21−25.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 62 | $13.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 63 | $13.2K | 0.01% | −18−22.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 66 | $13.8K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 65 | $14.0K | 0.00% | +65 | New |
| SOA Wealth Advisors, LLC. | 70 | $14.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 70 | $14.6K | 0.00% | +7+11.1% | Added |
| Caitong International Asset Management Co., Ltd | 86 | $18.0K | 0.01% | +86 | New |
| EverSource Wealth Advisors, LLC | 92 | $19.2K | 0.00% | +24+35.3% | Added |
| McIlrath & Eck, LLC | 100 | $20.9K | 0.00% | −100−50.0% | Reduced |
| Danske Bank A/S | 100 | $20.9K | 0.00% | +100 | New |
| Cape Investment Advisory, Inc. | 100 | $20.9K | 0.01% | +100 | New |
| Huntington National Bank | 111 | $23.2K | 0.00% | −8−6.7% | Reduced |
| Signaturefd, LLC | 113 | $23.6K | 0.00% | +16+16.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 124 | $25.9K | 0.00% | −374−75.1% | Reduced |
| Headlands Technologies LLC | 128 | $26.7K | 0.00% | +3+2.4% | Added |
| Allworth Financial LP | 129 | $27.0K | 0.00% | +3+2.4% | Added |
| First Horizon Advisors, Inc. | 160 | $33.4K | 0.00% | +2+1.3% | Added |
| CIBC Private Wealth Group, LLC | 164 | $34.3K | 0.00% | −132−44.6% | Reduced |
| Trust Co of Vermont | 175 | $36.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 185 | $38.7K | 0.00% | +69+59.5% | Added |
| Ancora Advisors, LLC | 210 | $43.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 215 | $44.9K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 238 | $49.7K | 0.00% | +238 | New |
| Bessemer Group Inc | 245 | $51.0K | 0.00% | −4,466−94.8% | Reduced |
| IFP Advisors, Inc | 0 | $54.2K | 0.00% | −363−100.0% | Reduced |
| MetLife Investment Management | 268 | $56.0K | 0.00% | −130−32.7% | Reduced |
| Ronald Blue Trust, Inc. | 273 | $57.0K | 0.00% | +31+12.8% | Added |
| Smartleaf Asset Management LLC | 313 | $65.3K | 0.01% | +15+5.0% | Added |
| Harbour Investments, Inc. | 332 | $69.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 333 | $69.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 343 | $72.0K | 0.04% | −73−17.5% | Reduced |
| STRS Ohio | 385 | $80.4K | 0.00% | +385 | New |
| Tower Research Capital LLC (TRC) | 401 | $83.8K | 0.00% | +304+313.4% | Added |
| Leonteq Securities AG | 519 | $108.4K | 0.01% | −56−9.7% | Reduced |
| MAI Capital Management | 522 | $109.1K | 0.00% | +11+2.2% | Added |
| CWM, LLC | 528 | $110.0K | 0.00% | +424+407.7% | Added |
| FNY Investment Advisers, LLC | 534 | $111.0K | 0.05% | +534 | New |
| KBC Group NV | 534 | $112.0K | 0.00% | −173−24.5% | Reduced |
| Parallel Advisors, LLC | 568 | $118.7K | 0.00% | +13+2.3% | Added |
| DekaBank Deutsche Girozentrale | 577 | $119.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 600 | $125.4K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 710 | $148.4K | 0.01% | −1,409−66.5% | Reduced |
| BNP Paribas | 769 | $160.7K | 0.01% | −55−6.7% | Reduced |
| Westside Investment Management, Inc. | 784 | $163.6K | 0.03% | +65+9.0% | Added |