| Signature Equity Partners, LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 1 | $57 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $57 | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 2 | $114 | 0.00% | −15−88.2% | Reduced |
| Dunhill Financial, LLC | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $171 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $228 | 0.00% | +4 | New |
| Intentional Wealth Strategies, LLC | 5 | $285 | 0.00% | +5 | New |
| Central Trust Co | 6 | $342 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $570 | 0.00% | +9+900.0% | Added |
| Cassaday & Co Wealth Management LLC | 10 | $570 | 0.00% | +10 | New |
| Breakwater Investment Management | 10 | $570 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 10 | $570 | 0.00% | +10 | New |
| Keating Financial Advisory Services, Inc. | 11 | $627 | 0.00% | +8+266.7% | Added |
| TopTier Wealth Management, LLC | 12 | $684 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 14 | $766 | 0.00% | +13+1,300.0% | Added |
| American Capital Advisory, LLC | 14 | $798 | 0.00% | +11+366.7% | Added |
| South State Corp. | 14 | $798 | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 15 | $855 | 0.00% | +14+1,400.0% | Added |
| WPG Advisers, LLC | 17 | $969 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 19 | $1.08K | 0.00% | +5+35.7% | Added |
| Bare Financial Services, Inc | 19 | $1.08K | 0.00% | +19 | New |
| Montag A & Associates Inc | 19 | $1.09K | 0.00% | +6+46.2% | Added |
| PEAK6 LLC | 20 | $1.14K | 0.00% | +20 | New |
| CoreCap Advisors, LLC | 22 | $1.25K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 24 | $1.37K | 0.00% | +10+71.4% | Added |
| Bear Mountain Capital, Inc. | 28 | $1.54K | 0.00% | +3+12.0% | Added |
| Principia Wealth Advisory, LLC | 27 | $1.54K | 0.00% | +22+440.0% | Added |
| Cornerstone Financial Management LLC | 28 | $1.60K | 0.00% | −17−37.8% | Reduced |
| Nisa Investment Advisors, LLC | 29 | $1.65K | 0.00% | −7,972−99.6% | Reduced |
| JPL Wealth Management, LLC | 29 | $1.65K | 0.00% | +29 | New |
| Richardson Capital Management LLC | 30 | $1.71K | 0.00% | +30 | New |
| Legacy Wealth Managment, LLC | 34 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $2.22K | 0.00% | +31+387.5% | Added |
| MV Capital Management, Inc. | 40 | $2.28K | 0.00% | +33+471.4% | Added |
| Owl Creek Wealth Partners LLC | 42 | $2.39K | 0.00% | +42 | New |
| Webster Bank, N. A. | 43 | $2.45K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 49 | $2.79K | 0.00% | +49 | New |
| Capital Advisors, Ltd. LLC | 48 | $3.00K | 0.00% | +48 | New |
| Sachetta, LLC | 54 | $3.08K | 0.00% | +34+170.0% | Added |
| Private Wealth Management Group, LLC | 55 | $3.13K | 0.00% | −14−20.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 55 | $3.13K | 0.00% | +21+61.8% | Added |
| CVA Family Office, LLC | 62 | $3.53K | 0.00% | +62 | New |
| SHP Wealth Management | 66 | $3.76K | 0.00% | +23+53.5% | Added |
| JNBA Financial Advisors | 66 | $3.76K | 0.00% | +66 | New |
| Exane Asset Management | 59 | $3.87K | 0.00% | −8,261−99.3% | Reduced |
| Larson Financial Group LLC | 69 | $3.93K | 0.00% | −20−22.5% | Reduced |
| Basecamp Wealth Advisors LLC | 73 | $4.16K | 0.00% | −94−56.3% | Reduced |
| First Pacific Financial | 80 | $4.56K | 0.00% | +3+3.9% | Added |
| Sunbelt Securities, Inc. | 83 | $4.73K | 0.00% | +42+102.4% | Added |
| UMA Financial Services, Inc. | 85 | $4.84K | 0.00% | +78+1,114.3% | Added |
| SBI Securities Co., Ltd. | 91 | $5.19K | 0.00% | +19+26.4% | Added |
| Park Place Capital Corp | 95 | $5.42K | 0.00% | +41+75.9% | Added |
| Whittier Trust Co of Nevada Inc | 102 | $5.84K | 0.00% | +56+121.7% | Added |
| Covestor Ltd | 104 | $6.00K | 0.00% | −50−32.5% | Reduced |
| Bayforest Capital Ltd | 106 | $6.04K | 0.01% | +106 | New |
| Strategic Wealth Partners, Ltd. | 108 | $6.16K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 109 | $6.25K | 0.00% | +96+738.5% | Added |
| Zions Bancorporation, National Association | 128 | $7.30K | 0.00% | +91+245.9% | Added |
| North Star Investment Management Corp. | 128 | $7.30K | 0.00% | +120+1,500.0% | Added |
| GWM Advisors LLC | 134 | $7.64K | 0.00% | −211−61.2% | Reduced |
| Avion Wealth | 156 | $8.00K | 0.00% | +24+18.2% | Added |
| Leonteq Securities AG | 147 | $8.38K | 0.00% | +142+2,840.0% | Added |
| Bell Investment Advisors, Inc | 157 | $8.95K | 0.00% | +134+582.6% | Added |
| Wealth Preservation Advisors, LLC | 157 | $8.95K | 0.01% | +157 | New |
| Transamerica Financial Advisors, Inc. | 165 | $9.40K | 0.00% | +114+223.5% | Added |
| Marquette Asset Management, LLC | 199 | $11.3K | 0.00% | +93+87.7% | Added |
| Aventura Private Wealth, LLC | 217 | $12.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 220 | $12.5K | 0.00% | −198−47.4% | Reduced |
| Optiver Holding B.V. | 232 | $13.2K | 0.00% | +232 | New |
| Parkside Financial Bank & Trust | 272 | $15.5K | 0.00% | +90+49.5% | Added |
| 1620 Investment Advisors, Inc. | 293 | $16.7K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $17.1K | 0.00% | −1,300−81.3% | Reduced |
| Private Wealth Asset Management, LLC | 300 | $17.1K | 0.00% | +200+200.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 353 | $20.1K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 505 | $20.5K | 0.01% | +108+27.2% | Added |
| Clearstead Advisors, LLC | 390 | $22.2K | 0.00% | −2,087−84.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 404 | $23.0K | 0.00% | +1+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 411 | $23.4K | 0.01% | +150+57.5% | Added |
| SJS Investment Consulting Inc. | 432 | $24.6K | 0.00% | +426+7,100.0% | Added |
| Advisory Services Network, LLC | 450 | $25.6K | 0.00% | +450 | New |
| Bryn Mawr Trust Co | 465 | $26.5K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 475 | $27.1K | 0.00% | −1,384−74.4% | Reduced |
| Delta Asset Management LLC | 500 | $28.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 664 | $37.8K | 0.00% | +104+18.6% | Added |
| First Horizon Corp | 678 | $38.6K | 0.00% | −2−0.3% | Reduced |
| True Wealth Design, LLC | 711 | $40.5K | 0.01% | +626+736.5% | Added |
| Tower Research Capital LLC (TRC) | 731 | $41.7K | 0.00% | +475+185.5% | Added |
| Steward Partners Investment Advisory, LLC | 747 | $42.6K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 749 | $43.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 824 | $47.0K | 0.00% | +46+5.9% | Added |
| TD Private Client Wealth LLC | 834 | $47.5K | 0.00% | −231−21.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 868 | $49.5K | 0.01% | −8−0.9% | Reduced |
| Sterling Capital Management LLC | 894 | $51.0K | 0.00% | +74+9.0% | Added |
| ZRC Wealth Management, LLC | 902 | $51.4K | 0.02% | +569+170.9% | Added |
| Greycroft LP | 1,000 | $57.0K | 0.04% | −34,000−97.1% | Reduced |
| Versant Capital Management, Inc | 1,052 | $60.0K | 0.01% | +78+8.0% | Added |
| National Bank of Canada | 1,106 | $62.9K | 0.00% | −149,814−99.3% | Reduced |
| Root Financial Partners, LLC | 1,125 | $64.1K | 0.00% | +1,115+11,150.0% | Added |
| Nomura Asset Management Co Ltd | 1,300 | $74.1K | 0.00% | +300+30.0% | Added |
