| MidFirst Bank | 2,144 | $0 | 0.00% | +2,144 | New |
| Cornerstone Planning Group LLC | 1 | $62 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $73 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $73 | 0.00% | +1 | New |
| Nemes Rush Group LLC | 2 | $145 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $167 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $193 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $218 | 0.00% | +3 | New |
| United Financial Planning Group LLC | 3 | $218 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 3 | $218 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 3 | $219 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $219 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 3 | $219 | 0.00% | +3 | New |
| Leonteq Securities AG | 5 | $364 | 0.00% | −43−89.6% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $364 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 6 | $437 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $437 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 7 | $510 | 0.00% | +1+16.7% | Added |
| UMA Financial Services, Inc. | 7 | $510 | 0.00% | +7 | New |
| North Star Investment Management Corp. | 8 | $582 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 8 | $582 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $582 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $655 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 9 | $655 | 0.00% | +9 | New |
| Root Financial Partners, LLC | 10 | $727 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 13 | $946 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 13 | $946 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 13 | $965 | 0.00% | +13 | New |
| Cromwell Holdings LLC | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 14 | $1.02K | 0.00% | +8+133.3% | Added |
| International Assets Investment Management, LLC | 15 | $1.09K | 0.00% | +15 | New |
| Ronald Blue Trust, Inc. | 17 | $1.24K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 17 | $1.24K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $1.46K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22 | $1.60K | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 23 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 25 | $1.76K | 0.00% | +3+13.6% | Added |
| Hantz Financial Services, Inc. | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 34 | $2.47K | 0.00% | +15+78.9% | Added |
| Legacy Wealth Managment, LLC | 34 | $2.47K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 38 | $2.66K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 37 | $2.69K | 0.00% | +37 | New |
| Sunbelt Securities, Inc. | 41 | $2.98K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 43 | $3.13K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 43 | $3.13K | 0.00% | +43 | New |
| Salomon & Ludwin, LLC | 43 | $3.13K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 45 | $3.27K | 0.00% | +45 | New |
| MCF Advisors LLC | 46 | $3.35K | 0.00% | +46 | New |
| Whittier Trust Co of Nevada Inc | 46 | $3.43K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 49 | $3.56K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 51 | $3.71K | 0.00% | +36+240.0% | Added |
| Park Place Capital Corp | 54 | $3.93K | 0.00% | +20+58.8% | Added |
| Motiv8 Investments LLC | 52 | $4.00K | 0.00% | +52 | New |
| NBC Securities, Inc. | 65 | $4.73K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 69 | $5.02K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 72 | $5.24K | 0.00% | −111−60.7% | Reduced |
| Bellevue Asset Management, LLC | 74 | $5.38K | 0.00% | +1+1.4% | Added |
| First Pacific Financial | 77 | $5.60K | 0.00% | +77 | New |
| True Wealth Design, LLC | 85 | $6.18K | 0.00% | +7+9.0% | Added |
| Larson Financial Group LLC | 89 | $6.47K | 0.00% | +23+34.8% | Added |
| Private Wealth Asset Management, LLC | 100 | $7.27K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 106 | $7.71K | 0.00% | +67+171.8% | Added |
| Strategic Wealth Partners, Ltd. | 108 | $7.86K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 112 | $8.15K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 132 | $9.00K | 0.00% | +14+11.9% | Added |
| SageView Advisory Group, LLC | 138 | $10.0K | 0.00% | +138 | New |
| Covestor Ltd | 154 | $11.0K | 0.01% | −328−68.0% | Reduced |
| Cygnus Capital Advisors, LLC | 169 | $12.0K | 0.01% | +169 | New |
| Basecamp Wealth Advisors LLC | 167 | $12.1K | 0.00% | +167 | New |
| Parkside Financial Bank & Trust | 182 | $13.2K | 0.00% | −4−2.2% | Reduced |
| Essential Partners LLC | 192 | $14.0K | 0.00% | +31+19.3% | Added |
| Banque Cantonale Vaudoise | 198 | $14.0K | 0.00% | −41−17.2% | Reduced |
| Aventura Private Wealth, LLC | 217 | $15.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 256 | $18.6K | 0.00% | −1,462−85.1% | Reduced |
| Quadrant Capital Group LLC | 256 | $18.6K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 261 | $19.0K | 0.01% | +261 | New |
| 1620 Investment Advisors, Inc. | 293 | $21.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 333 | $24.2K | 0.01% | +333 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 353 | $24.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 345 | $25.1K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 397 | $28.9K | 0.02% | +397 | New |
| Northwestern Mutual Wealth Management Co | 403 | $29.3K | 0.00% | +134+49.8% | Added |
| EverSource Wealth Advisors, LLC | 412 | $30.0K | 0.00% | +33+8.7% | Added |
| Massmutual Trust Co FSB | 418 | $30.4K | 0.00% | −592−58.6% | Reduced |
| Bryn Mawr Trust Co | 465 | $33.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 500 | $36.4K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 500 | $36.4K | 0.00% | +500 | New |
| RiverPark Advisors, LLC | 548 | $39.9K | 0.01% | +548 | New |
| V-Square Quantitative Management LLC | 560 | $40.7K | 0.00% | +560 | New |
| Allworth Financial LP | 627 | $45.6K | 0.00% | +204+48.2% | Added |
| Jones Financial Companies LLLP | 635 | $46.2K | 0.00% | +155+32.3% | Added |
| Rothschild Investment LLC | 640 | $46.6K | 0.00% | +40+6.7% | Added |
| First Horizon Corp | 680 | $49.5K | 0.00% | +14+2.1% | Added |
| Employees Retirement System of Texas | 749 | $54.0K | 0.00% | +749 | New |
| Steward Partners Investment Advisory, LLC | 747 | $54.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 778 | $56.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 820 | $59.6K | 0.00% | +646+371.3% | Added |
| Global Retirement Partners, LLC | 843 | $61.3K | 0.00% | +453+116.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 876 | $63.7K | 0.01% | +876 | New |