| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $464 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $500 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $500 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $500 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $500 | 0.00% | +1 | New |
| Rossby Financial, LCC | 1 | $500 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $501 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $501 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Ankerstar Wealth, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Hughes Financial Services, LLC | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| UMA Financial Services, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Noble Wealth Management PBC | 2 | $1.00K | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.50K | 0.00% | +3 | New |
| DHJJ Financial Advisors, Ltd. | 3 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $1.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $1.50K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $1.50K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.50K | 0.00% | +2+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 4 | $2.00K | 0.00% | +2+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Creative Capital Management Investments LLC | 4 | $2.00K | 0.00% | +4 | New |
| Cedar Mountain Advisors, LLC | 5 | $2.50K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $2.50K | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6 | $3.00K | 0.00% | +6 | New |
| Quarry LP | 6 | $3.00K | 0.00% | +6 | New |
| Westfuller Advisors, LLC | 8 | $4.12K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 9 | $4.50K | 0.00% | +9 | New |
| Farmers & Merchants Investments Inc | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13 | $5.45K | 0.00% | −4−23.5% | Reduced |
| Golden State Wealth Management, LLC | 11 | $5.50K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 13 | $6.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $8.01K | 0.00% | +2+14.3% | Added |
| True Wealth Design, LLC | 17 | $8.51K | 0.00% | −2−10.5% | Reduced |
| Picton Mahoney Asset Management | 18 | $9.01K | 0.00% | −387−95.6% | Reduced |
| Fortitude Family Office, LLC | 18 | $9.01K | 0.00% | +5+38.5% | Added |
| Continuum Advisory, LLC | 18 | $9.01K | 0.00% | +18 | New |
| CVA Family Office, LLC | 19 | $9.51K | 0.00% | +1+5.6% | Added |
| Harbour Investments, Inc. | 19 | $9.51K | 0.00% | +4+26.7% | Added |
| GW&K Investment Management, LLC | 19 | $10.0K | 0.00% | +19 | New |
| Byrne Asset Management LLC | 22 | $11.0K | 0.01% | −30−57.7% | Reduced |
| Stone House Investment Management, LLC | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 22 | $11.0K | 0.00% | +22 | New |
| Larson Financial Group LLC | 22 | $11.0K | 0.00% | +22 | New |
| Massmutual Trust Co FSB | 23 | $11.5K | 0.00% | −4−14.8% | Reduced |
| Accent Capital Management, LLC | 23 | $11.5K | 0.00% | +23 | New |
| AdvisorNet Financial, Inc | 24 | $12.0K | 0.00% | +24 | New |
| Valley National Advisers Inc | 25 | $12.5K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 26 | $13.0K | 0.00% | +26 | New |
| Concord Wealth Partners | 31 | $15.6K | 0.00% | +31 | New |
| Persistent Asset Partners Ltd | 32 | $16.0K | 0.01% | +32 | New |
| Richardson Financial Services Inc. | 33 | $16.5K | 0.01% | +33 | New |
| Keating Financial Advisory Services, Inc. | 33 | $16.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 33 | $16.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $16.5K | 0.00% | +22+200.0% | Added |
| Rothschild Investment LLC | 36 | $18.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 37 | $18.6K | 0.00% | +12+48.0% | Added |
| BFSG, LLC | 38 | $19.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 42 | $21.0K | 0.00% | +2+5.0% | Added |
| Harbor Capital Advisors, Inc. | 46 | $23.0K | 0.00% | −9−16.4% | Reduced |
| Kilter Group LLC | 49 | $24.5K | 0.01% | +49 | New |
| Ritter Daniher Financial Advisory LLC | 50 | $25.0K | 0.00% | −50−50.0% | Reduced |
| IFP Advisors, Inc | 53 | $26.5K | 0.00% | +26+96.3% | Added |
| Sterling Capital Management LLC | 55 | $27.5K | 0.00% | −45−45.0% | Reduced |
| Global Retirement Partners, LLC | 59 | $29.5K | 0.00% | +59 | New |
| Huntington National Bank | 60 | $30.0K | 0.00% | −26−30.2% | Reduced |
| Carolina Wealth Advisors, LLC | 60 | $30.0K | 0.01% | +60 | New |
| Parkside Financial Bank & Trust | 66 | $33.0K | 0.00% | +24+57.1% | Added |
| Bayforest Capital Ltd | 76 | $38.0K | 0.04% | −349−82.1% | Reduced |
| Allworth Financial LP | 80 | $40.0K | 0.00% | +27+50.9% | Added |
| NBC Securities, Inc. | 84 | $42.0K | 0.00% | −36−30.0% | Reduced |
| Assetmark, Inc | 88 | $44.0K | 0.00% | −610−87.4% | Reduced |
| MCF Advisors LLC | 91 | $45.5K | 0.00% | −65−41.7% | Reduced |
| Antipodes Partners Ltd | 97 | $48.5K | 0.00% | −214−68.8% | Reduced |
| Essential Partners LLC | 98 | $49.0K | 0.02% | −12−10.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 98 | $49.0K | 0.00% | +13+15.3% | Added |
| Kemnay Advisory Services Inc. | 101 | $50.5K | 0.01% | +51+102.0% | Added |
| Action Point Financial Planning, LLC | 102 | $50.5K | 0.01% | +102 | New |
| Financial Consulate, Inc | 108 | $54.0K | 0.01% | −6−5.3% | Reduced |
| Parallel Advisors, LLC | 117 | $58.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 131 | $65.6K | 0.00% | −1,432−91.6% | Reduced |
| Optiver Holding B.V. | 137 | $68.6K | 0.00% | +137 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 139 | $69.6K | 0.00% | +139 | New |
| Acumen Wealth Advisors, LLC | 149 | $74.6K | 0.02% | −6−3.9% | Reduced |
| Smartleaf Asset Management LLC | 154 | $77.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 162 | $81.1K | 0.00% | −29−15.2% | Reduced |
| USA Financial Formulas | 184 | $92.1K | 0.02% | +184 | New |
| Salomon & Ludwin, LLC | 199 | $92.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 190 | $96.0K | 0.06% | +101+113.5% | Added |
| Signaturefd, LLC | 196 | $98.1K | 0.00% | +14+7.7% | Added |
| SBI Securities Co., Ltd. | 202 | $101.1K | 0.00% | +36+21.7% | Added |
| Umb Bank N A | 210 | $105.1K | 0.00% | +5+2.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 277 | $138.6K | 0.00% | +277 | New |
| CoreCap Advisors, LLC | 300 | $150.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 302 | $151.1K | 0.00% | +7+2.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 317 | $158.6K | 0.06% | −134−29.7% | Reduced |
