| Clear Street Markets LLC | 1 | $0 | 0.00% | −509−99.8% | Reduced |
| Private Ocean, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $0 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $257 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $522 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 3 | $769 | 0.00% | −82−96.5% | Reduced |
| NVWM, LLC | 3 | $1.00K | 0.00% | −2,408−99.9% | Reduced |
| Disciplined Investments, LLC | 5 | $1.00K | 0.00% | −7−58.3% | Reduced |
| Itau Unibanco Holding S.A. | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| Macroview Investment Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 7 | $2.00K | 0.00% | −180−96.3% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $2.00K | 0.00% | −22−73.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 8 | $2.00K | 0.00% | −2−20.0% | Reduced |
| Financial Enhancement Group LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Ronald Blue Trust, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| West Paces Advisors Inc. | 8 | $2.05K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 13 | $3.00K | 0.00% | +13 | New |
| Ellevest, Inc. | 17 | $4.00K | 0.00% | −154−90.1% | Reduced |
| Fieldpoint Private Securities, LLC | 15 | $4.00K | 0.00% | −146−90.7% | Reduced |
| Zions Bancorporation, N.A. | 14 | $4.00K | 0.00% | −38−73.1% | Reduced |
| Lake Point Wealth Management | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 16 | $4.00K | 0.00% | +16 | New |
| Hexagon Capital Partners LLC | 15 | $4.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 17 | $4.36K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 20 | $5.00K | 0.00% | +2+11.1% | Added |
| Financial Management Professionals, Inc. | 21 | $5.00K | 0.00% | +5+31.3% | Added |
| Lee Financial Co | 22 | $6.00K | 0.00% | +22 | New |
| Venture Visionary Partners LLC | 25 | $6.41K | 0.00% | +25 | New |
| Kozak & Associates, Inc. | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 31 | $7.00K | 0.00% | +31 | New |
| Steward Financial Group LLC | 30 | $7.00K | 0.01% | +30 | New |
| Sutton Wealth Advisors Inc. | 30 | $7.69K | 0.00% | −3−9.1% | Reduced |
| FinTrust Capital Advisors, LLC | 29 | $8.00K | 0.00% | −16−35.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 30 | $8.00K | 0.00% | +13+76.5% | Added |
| South State Corp. | 30 | $8.00K | 0.00% | +30 | New |
| Harbour Investments, Inc. | 30 | $8.00K | 0.00% | +30 | New |
| Trustcore Financial Services, LLC | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 35 | $9.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 35 | $9.00K | 0.01% | +22+169.2% | Added |
| PYA Waltman Capital, LLC | 38 | $10.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 44 | $11.0K | 0.00% | +8+22.2% | Added |
| Delos Wealth Advisors, LLC | 46 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 54 | $14.0K | 0.00% | −1−1.8% | Reduced |
| MV Capital Management, Inc. | 53 | $14.0K | 0.00% | +3+6.0% | Added |
| Sargent Bickham Lagudis LLC | 58 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 59 | $15.0K | 0.00% | +42+247.1% | Added |
| Bell Investment Advisors, Inc | 62 | $16.0K | 0.00% | +62 | New |
| Prestige Wealth Management Group LLC | 65 | $17.0K | 0.00% | +4+6.6% | Added |
| Heritage Wealth Management, LLC | 70 | $17.9K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 72 | $18.0K | 0.00% | −40−35.7% | Reduced |
| Harbor Investment Advisory, LLC | 72 | $18.0K | 0.00% | +56+350.0% | Added |
| SRS Capital Advisors, Inc. | 75 | $19.0K | 0.00% | −35−31.8% | Reduced |
| Deseret Mutual Benefit Administrators | 77 | $20.0K | 0.00% | +77 | New |
| Benjamin F. Edwards & Company, Inc. | 81 | $21.0K | 0.00% | −87−51.8% | Reduced |
| Rise Advisors, LLC | 84 | $21.0K | 0.02% | +1+1.2% | Added |
| Leelyn Smith, LLC | 80 | $21.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 76 | $21.0K | 0.00% | +1+1.3% | Added |
| GW&K Investment Management, LLC | 87 | $22.0K | 0.00% | −79−47.6% | Reduced |
| Charter Oak Capital Management, LLC | 90 | $23.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 88 | $23.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 92 | $24.0K | 0.00% | +13+16.5% | Added |
| HC Financial Advisors Inc | 102 | $26.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 100 | $26.0K | 0.01% | +100 | New |
| TD Waterhouse Canada Inc. | 106 | $27.7K | 0.00% | −31−22.6% | Reduced |
| CoreCap Advisors, LLC | 113 | $29.0K | 0.00% | +113 | New |
| Geneos Wealth Management Inc. | 116 | $30.0K | 0.00% | −100−46.3% | Reduced |
| Manchester Capital Management LLC | 117 | $30.0K | 0.01% | +1+0.9% | Added |
| GPS Wealth Strategies Group, LLC | 118 | $30.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 117 | $30.0K | 0.01% | +54+85.7% | Added |
| Tyler-Stone Wealth Management | 128 | $33.0K | 0.02% | +1+0.8% | Added |
| Brown Brothers Harriman & Co | 134 | $34.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 132 | $34.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 132 | $34.0K | 0.00% | +7+5.6% | Added |
| TCI Wealth Advisors, Inc. | 135 | $35.0K | 0.01% | +7+5.5% | Added |
| Northwest Investment Counselors, LLC | 144 | $37.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 145 | $37.0K | 0.01% | +50+52.6% | Added |
| Parkside Financial Bank & Trust | 146 | $38.0K | 0.01% | +29+24.8% | Added |
| Disciplina Capital Management LLC | 153 | $39.2K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 155 | $40.0K | 0.01% | −20−11.4% | Reduced |
| Lindbrook Capital, LLC | 158 | $40.0K | 0.01% | −3−1.9% | Reduced |
| State of Wyoming | 156 | $40.0K | 0.02% | +91+140.0% | Added |
| GoalVest Advisory LLC | 165 | $43.0K | 0.03% | −45−21.4% | Reduced |
| Kelly Financial Services LLC | 171 | $43.7K | 0.02% | −19−10.0% | Reduced |
| CVA Family Office, LLC | 170 | $44.0K | 0.01% | +65+61.9% | Added |
| Carmichael Hill & Associates, Inc. | 201 | $52.0K | 0.03% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 215 | $55.0K | 0.00% | −431−66.7% | Reduced |