| Aspire Private Capital, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $249 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $524 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $746 | 0.00% | +3 | New |
| 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 |
| NVWM, LLC | 3 | $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 |
| Bartlett & Co. LLC | 3 | $1.00K | 0.00% | +3 | New |
| Dakota Community Bank & Trust NA | 6 | $1.00K | 0.01% | +6 | New |
| Abound Wealth Management | 6 | $1.49K | 0.00% | +6 | New |
| Loomis Sayles & Co L P | 7 | $2.00K | 0.00% | −13−65.0% | Reduced |
| Ellevest, Inc. | 7 | $2.00K | 0.00% | −10−58.8% | 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 |
| Sierra Capital LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $2.00K | 0.00% | +4+80.0% | Added |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | +9 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Morton Brown Family Wealth, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Absolute Capital Management, LLC | 11 | $2.76K | 0.00% | +11 | New |
| HighMark Wealth Management LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 13 | $3.23K | 0.00% | +10+333.3% | Added |
| DT Investment Partners, LLC | 15 | $4.00K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 15 | $4.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 17 | $4.23K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 23 | $6.00K | 0.00% | +9+64.3% | Added |
| Investors Research Corp | 26 | $6.00K | 0.00% | +13+100.0% | Added |
| Ronald Blue Trust, Inc. | 23 | $6.00K | 0.00% | +16+228.6% | Added |
| TD Ameritrade Investment Management, LLC | 30 | $7.00K | 0.00% | −24−44.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 31 | $7.71K | 0.00% | +1+3.3% | Added |
| Trustcore Financial Services, LLC | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 32 | $8.00K | 0.00% | +17+113.3% | Added |
| Coastal Capital Group, Inc. | 32 | $8.00K | 0.00% | +32 | New |
| Evoke Wealth, LLC | 37 | $9.00K | 0.00% | −7−15.9% | Reduced |
| PYA Waltman Capital, LLC | 38 | $9.00K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $9.00K | 0.00% | +5+17.2% | Added |
| Clearstead Advisors, LLC | 42 | $10.0K | 0.00% | −17−28.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 42 | $10.0K | 0.00% | +42 | New |
| Schubert & Co | 45 | $11.0K | 0.01% | +10+28.6% | Added |
| Crewe Advisors LLC | 46 | $11.0K | 0.00% | +30+187.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 50 | $12.0K | 0.00% | −300−85.7% | Reduced |
| Delos Wealth Advisors, LLC | 48 | $12.0K | 0.01% | +2+4.3% | Added |
| Geneos Wealth Management Inc. | 56 | $13.0K | 0.00% | −60−51.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 50 | $13.0K | 0.00% | −31−38.3% | Reduced |
| JFS Wealth Advisors, LLC | 52 | $13.0K | 0.00% | +44+550.0% | Added |
| Harbor Investment Advisory, LLC | 56 | $14.0K | 0.00% | −16−22.2% | Reduced |
| Sargent Bickham Lagudis LLC | 58 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 61 | $15.0K | 0.00% | −4−6.2% | Reduced |
| Farmers & Merchants Investments Inc | 62 | $15.0K | 0.00% | +11+21.6% | Added |
| MV Capital Management, Inc. | 64 | $16.0K | 0.00% | +11+20.8% | Added |
| Cullen/Frost Bankers, Inc. | 65 | $16.0K | 0.00% | +65 | New |
| Heritage Wealth Management, LLC | 70 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $18.0K | 0.01% | +9+14.5% | Added |
| Larson Financial Group LLC | 74 | $18.0K | 0.00% | +74 | New |
| Valley National Advisers Inc | 76 | $20.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 80 | $20.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 84 | $21.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 89 | $22.0K | 0.00% | −3−3.3% | Reduced |
| Earnest Partners LLC | 88 | $22.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 87 | $22.0K | 0.01% | +87 | New |
| Deseret Mutual Benefit Administrators | 96 | $24.0K | 0.01% | +19+24.7% | Added |
| TD Waterhouse Canada Inc. | 108 | $28.3K | 0.00% | +2+1.9% | Added |
| GPS Wealth Strategies Group, LLC | 118 | $29.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 120 | $30.0K | 0.01% | +3+2.6% | Added |
| Tyler-Stone Wealth Management | 128 | $32.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 132 | $33.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 132 | $33.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 135 | $34.0K | 0.01% | −35−20.6% | Reduced |
| TCI Wealth Advisors, Inc. | 140 | $35.0K | 0.01% | +5+3.7% | Added |
| Brown Brothers Harriman & Co | 140 | $35.0K | 0.00% | +6+4.5% | Added |
| Northwest Investment Counselors, LLC | 144 | $36.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 145 | $36.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 143 | $36.0K | 0.01% | +26+22.2% | Added |
| Spire Wealth Management | 148 | $37.0K | 0.00% | −251−62.9% | Reduced |
| Disciplina Capital Management LLC | 153 | $38.1K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 160 | $39.7K | 0.02% | −11−6.4% | Reduced |
| Parkside Financial Bank & Trust | 160 | $40.0K | 0.01% | +14+9.6% | Added |
| GoalVest Advisory LLC | 165 | $41.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 167 | $42.0K | 0.01% | +9+5.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 174 | $43.3K | 0.00% | +174 | New |
| Pittenger & Anderson Inc | 177 | $44.0K | 0.00% | +105+145.8% | Added |
| Carmichael Hill & Associates, Inc. | 201 | $50.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 206 | $51.0K | 0.00% | −115−35.8% | Reduced |
| Alaska Permanent Fund Corp | 212 | $52.0K | 0.00% | −3−1.4% | Reduced |
| TD Private Client Wealth LLC | 237 | $59.0K | 0.00% | −40−14.4% | Reduced |
| Harvest Fund Management Co., Ltd | 274 | $68.0K | 0.02% | −333−54.9% | Reduced |
| EverSource Wealth Advisors, LLC | 279 | $69.0K | 0.02% | −99−26.2% | Reduced |
| Tradition Wealth Management, LLC | 281 | $70.0K | 0.01% | 00.0% | Unchanged |