| Principia Wealth Advisory, LLC | 1 | $102 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $205 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3 | $307 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $307 | 0.00% | +3 | New |
| Essential Partners LLC | 4 | $410 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 4 | $410 | 0.00% | +1+33.3% | Added |
| Strategic Wealth Partners, Ltd. | 5 | $512 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 5 | $513 | 0.00% | −8−61.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 7 | $717 | 0.00% | −24−77.4% | Reduced |
| Fortitude Family Office, LLC | 7 | $717 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7 | $717 | 0.00% | +7 | New |
| South State Corp. | 7 | $718 | 0.00% | −5−41.7% | Reduced |
| Bell Investment Advisors, Inc | 7 | $718 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $793 | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 8 | $820 | 0.00% | +8 | New |
| Ameritas Advisory Services, LLC | 9 | $922 | 0.00% | +9 | New |
| True Wealth Design, LLC | 9 | $923 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 9 | $923 | 0.00% | +3+50.0% | Added |
| Rialto Wealth Management, LLC | 12 | $1.23K | 0.00% | +5+71.4% | Added |
| Huntington National Bank | 16 | $1.64K | 0.00% | +16 | New |
| Sankala Group LLC | 17 | $1.65K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 17 | $1.80K | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 20 | $2.05K | 0.00% | +20 | New |
| Parkside Financial Bank & Trust | 22 | $2.25K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $3.07K | 0.00% | +22+275.0% | Added |
| Marquette Asset Management, LLC | 32 | $3.28K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 34 | $3.48K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 39 | $4.00K | 0.00% | −21−35.0% | Reduced |
| Cornerstone Financial Management LLC | 48 | $4.92K | 0.00% | +5+11.6% | Added |
| Assetmark, Inc | 57 | $5.84K | 0.00% | +22+62.9% | Added |
| Bare Financial Services, Inc | 60 | $6.15K | 0.00% | +8+15.4% | Added |
| Group One Trading, L.P. | 62 | $6.35K | 0.00% | +62 | New |
| FIL Ltd | 65 | $6.66K | 0.00% | +65 | New |
| Parallel Advisors, LLC | 66 | $6.76K | 0.00% | +18+37.5% | Added |
| Rothschild Investment LLC | 67 | $6.86K | 0.00% | +14+26.4% | Added |
| Quadrant Capital Group LLC | 71 | $7.27K | 0.00% | +71 | New |
| Sound Income Strategies, LLC | 70 | $7.39K | 0.00% | +13+22.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 73 | $7.48K | 0.00% | +2+2.8% | Added |
| Salomon & Ludwin, LLC | 71 | $7.49K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $8.61K | 0.00% | +15+21.7% | Added |
| Steward Partners Investment Advisory, LLC | 86 | $8.81K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 88 | $9.02K | 0.00% | +88 | New |
| Larson Financial Group LLC | 88 | $9.02K | 0.00% | −88−50.0% | Reduced |
| Kilter Group LLC | 96 | $9.84K | 0.00% | +93+3,100.0% | Added |
| Meeder Asset Management Inc | 105 | $10.8K | 0.00% | +105 | New |
| Smartleaf Asset Management LLC | 118 | $11.4K | 0.00% | +30+34.1% | Added |
| Advisory Services Network, LLC | 121 | $12.4K | 0.00% | +121 | New |
| Golden State Equity Partners | 134 | $13.7K | 0.00% | +134 | New |
| First Horizon Corp | 140 | $14.3K | 0.00% | −12−7.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 145 | $14.9K | 0.01% | +145 | New |
| J.Safra Asset Management Corp | 169 | $17.3K | 0.00% | +114+207.3% | Added |
| Optiver Holding B.V. | 180 | $18.4K | 0.00% | −40−18.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 240 | $24.6K | 0.00% | +238+11,900.0% | Added |
| Antipodes Partners Ltd | 275 | $28.2K | 0.00% | −116−29.7% | Reduced |
| Allworth Financial LP | 287 | $29.4K | 0.00% | +193+205.3% | Added |
| Advisor Group Holdings, Inc. | 321 | $32.9K | 0.00% | −47−12.8% | Reduced |
| Sterling Capital Management LLC | 324 | $33.2K | 0.00% | −3−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 333 | $34.1K | 0.00% | +195+141.3% | Added |
| Rockefeller Capital Management L.P. | 336 | $34.4K | 0.00% | +271+416.9% | Added |
| GAMMA Investing LLC | 382 | $39.1K | 0.00% | +47+14.0% | Added |
| Quantbot Technologies LP | 390 | $40.0K | 0.00% | +390 | New |
| Covestor Ltd | 391 | $40.0K | 0.03% | −369−48.6% | Reduced |
| Kemnay Advisory Services Inc. | 445 | $45.6K | 0.01% | +215+93.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 470 | $48.2K | 0.00% | +400+571.4% | Added |
| Signaturefd, LLC | 508 | $52.0K | 0.00% | +320+170.2% | Added |
| Nisa Investment Advisors, LLC | 512 | $52.5K | 0.00% | +13+2.6% | Added |
| Eastern Bank | 604 | $61.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,009 | $106.6K | 0.00% | −1,497−59.7% | Reduced |
| NBC Securities, Inc. | 1,261 | $129.2K | 0.01% | +14+1.1% | Added |
| CWM, LLC | 1,308 | $134.0K | 0.00% | −9−0.7% | Reduced |
| KBC Group NV | 1,527 | $156.0K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,622 | $166.2K | 0.00% | +203+14.3% | Added |
| Portland Investment Counsel Inc. | 2,000 | $204.9K | 0.07% | 00.0% | Unchanged |
| Seven Fleet Capital Management LP | 2,072 | $212.3K | 0.07% | −10,529−83.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,110 | $216.2K | 0.00% | +432+25.7% | Added |
| Odyssean, LLC | 2,322 | $237.9K | 0.09% | +2,322 | New |
| Swiss Life Asset Management Ltd | 2,442 | $250.2K | 0.00% | +433+21.6% | Added |
| Virtu Financial LLC | 2,493 | $255.0K | 0.01% | +2,493 | New |
| CIBC Asset Management Inc | 2,495 | $255.6K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 2,518 | $258.0K | 0.00% | +2,518 | New |
| Landscape Capital Management, L.L.C. | 2,533 | $259.5K | 0.02% | +2,533 | New |
| Federation des caisses Desjardins du Quebec | 2,568 | $263.1K | 0.00% | +2,568 | New |
| Virtus Investment Advisers, Inc. | 2,602 | $266.6K | 0.07% | +64+2.5% | Added |
| US Bancorp | 2,770 | $283.8K | 0.00% | +156+6.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,736 | $289.0K | 0.00% | +266+10.8% | Added |
| Public Employees Retirement Association of Colorado | 2,875 | $295.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,945 | $301.7K | 0.00% | +2,945 | New |
| Farallon Capital Management, L.L.C. | 3,000 | $307.4K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 3,000 | $307.4K | 0.07% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,060 | $313.5K | 0.02% | +3,060 | New |
| Marshall Wace, LLP | 3,194 | $327.2K | 0.00% | −20,736−86.7% | Reduced |
| Vident Advisory, LLC | 3,266 | $334.6K | 0.00% | +3,266 | New |
| Principal Financial Group Inc | 3,610 | $369.8K | 0.00% | +662+22.5% | Added |
| Jones Financial Companies LLLP | 3,891 | $376.1K | 0.00% | +3,842+7,840.8% | Added |
| Virginia Retirement Systems Et Al | 3,800 | $389.3K | 0.00% | +3,800 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,817 | $391.1K | 0.00% | +307+8.7% | Added |
| Tower Research Capital LLC (TRC) | 3,976 | $407.3K | 0.01% | +2,837+249.1% | Added |
| Ameritas Investment Partners, Inc. | 4,064 | $416.4K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 4,112 | $421.3K | 0.01% | +458+12.5% | Added |