| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 1 | $126 | 0.00% | −2−66.7% | Reduced |
| Stone House Investment Management, LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $127 | 0.00% | −1−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $127 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $127 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $134 | 0.00% | −2−66.7% | Reduced |
| WPG Advisers, LLC | 2 | $253 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $253 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $253 | 0.00% | +2 | New |
| Trust Co | 3 | $379 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 4 | $506 | 0.00% | −5−55.6% | Reduced |
| Creative Capital Management Investments LLC | 4 | $506 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $522 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 5 | $632 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $758 | 0.00% | −6−50.0% | Reduced |
| Hughes Financial Services, LLC | 6 | $758 | 0.00% | −1−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $759 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 6 | $759 | 0.00% | +2+50.0% | Added |
| Private Wealth Management Group, LLC | 7 | $885 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $885 | 0.00% | +4+133.3% | Added |
| Fortitude Family Office, LLC | 8 | $1.01K | 0.00% | −4−33.3% | Reduced |
| Bellevue Asset Management, LLC | 8 | $1.01K | 0.00% | +8 | New |
| Action Point Financial Planning, LLC | 10 | $1.14K | 0.00% | +10 | New |
| Kingdom Financial Group LLC. | 9 | $1.14K | 0.00% | −20−69.0% | Reduced |
| Ankerstar Wealth, LLC | 9 | $1.14K | 0.00% | +4+80.0% | Added |
| International Assets Investment Management, LLC | 9 | $1.20K | 0.00% | −700−98.7% | Reduced |
| Godfrey Financial Associates, Inc. | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $1.39K | 0.00% | −7−38.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 11 | $1.39K | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 12 | $1.52K | 0.00% | +4+50.0% | Added |
| Golden State Wealth Management, LLC | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 14 | $1.77K | 0.00% | −3,958−99.6% | Reduced |
| Farmers & Merchants Investments Inc | 15 | $1.90K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 16 | $2.02K | 0.00% | +16 | New |
| Westfuller Advisors, LLC | 17 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $2.53K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $2.53K | 0.00% | +13+185.7% | Added |
| Parkside Financial Bank & Trust | 24 | $3.03K | 0.00% | −15−38.5% | Reduced |
| JFS Wealth Advisors, LLC | 24 | $3.03K | 0.00% | +4+20.0% | Added |
| Assetmark, Inc | 25 | $3.16K | 0.00% | −107−81.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 27 | $3.41K | 0.00% | +14+107.7% | Added |
| Keating Financial Advisory Services, Inc. | 31 | $3.92K | 0.00% | −17−35.4% | Reduced |
| Harvest Fund Management Co., Ltd | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 33 | $4.17K | 0.00% | −21−38.9% | Reduced |
| JPL Wealth Management, LLC | 40 | $5.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 42 | $5.31K | 0.00% | +35+500.0% | Added |
| EverSource Wealth Advisors, LLC | 45 | $5.69K | 0.00% | −96−68.1% | Reduced |
| Mather Group, LLC. | 45 | $5.69K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 47 | $5.94K | 0.00% | +30+176.5% | Added |
| Silver Grove Financial Group, Inc. | 48 | $6.07K | 0.00% | +48 | New |
| Parallel Advisors, LLC | 54 | $6.83K | 0.00% | −389−87.8% | Reduced |
| Accent Capital Management, LLC | 54 | $6.83K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $7.84K | 0.00% | +1+1.6% | Added |
| Federation des caisses Desjardins du Quebec | 62 | $7.85K | 0.00% | +20+47.6% | Added |
| Ronald Blue Trust, Inc. | 68 | $8.60K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 71 | $8.97K | 0.00% | +71 | New |
| Bare Financial Services, Inc | 73 | $9.23K | 0.00% | +25+52.1% | Added |
| Transamerica Financial Advisors, Inc. | 76 | $9.61K | 0.00% | +76 | New |
| Clearstead Advisors, LLC | 79 | $9.99K | 0.00% | +79 | New |
| Rothschild Investment LLC | 83 | $10.5K | 0.00% | +41+97.6% | Added |
| Private Trust Co NA | 87 | $11.0K | 0.00% | +6+7.4% | Added |
| Sterling Capital Management LLC | 93 | $11.8K | 0.00% | −78−45.6% | Reduced |
| Hollencrest Capital Management | 93 | $11.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 100 | $12.6K | 0.00% | +100 | New |
| Harbor Capital Advisors, Inc. | 102 | $13.0K | 0.00% | −11−9.7% | Reduced |
| Versant Capital Management, Inc | 103 | $13.0K | 0.00% | +36+53.7% | Added |
| Hantz Financial Services, Inc. | 122 | $15.0K | 0.00% | +30+32.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $15.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 123 | $15.5K | 0.00% | +91+284.4% | Added |
| Allworth Financial LP | 125 | $15.8K | 0.00% | +71+131.5% | Added |
| Atwood & Palmer Inc | 150 | $19.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 160 | $20.2K | 0.00% | −80−33.3% | Reduced |
| Umb Bank N A | 166 | $21.0K | 0.00% | +5+3.1% | Added |
| SBI Securities Co., Ltd. | 167 | $21.1K | 0.00% | −8−4.6% | Reduced |
| Kemnay Advisory Services Inc. | 187 | $23.6K | 0.00% | −322−63.3% | Reduced |
| Salomon & Ludwin, LLC | 201 | $26.9K | 0.00% | +15+8.1% | Added |
| Optiver Holding B.V. | 217 | $27.4K | 0.00% | +217 | New |
| Bullock Wealth Management Group | 207 | $27.7K | 0.01% | −50−19.5% | Reduced |
| Rockefeller Capital Management L.P. | 231 | $29.2K | 0.00% | −124−34.9% | Reduced |
| US Bancorp | 237 | $30.0K | 0.00% | −5,427−95.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 214 | $31.1K | 0.00% | +4+1.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 259 | $32.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 261 | $33.0K | 0.00% | +167+177.7% | Added |
| Smartleaf Asset Management LLC | 293 | $37.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 339 | $42.8K | 0.00% | +339 | New |
| Farther Finance Advisors, LLC | 354 | $44.7K | 0.00% | −57−13.9% | Reduced |
| Frazier Financial Advisors, LLC | 400 | $50.6K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 407 | $51.4K | 0.00% | +407 | New |
| Richardson Financial Services Inc. | 416 | $52.6K | 0.03% | +40+10.6% | Added |
| Caitong International Asset Management Co., Ltd | 449 | $56.7K | 0.01% | +117+35.2% | Added |
| Signaturefd, LLC | 532 | $67.2K | 0.00% | +33+6.6% | Added |
| Steward Partners Investment Advisory, LLC | 639 | $80.8K | 0.00% | −130−16.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 648 | $81.9K | 0.01% | +126+24.1% | Added |
| IFP Advisors, Inc | 678 | $85.7K | 0.00% | −73−9.7% | Reduced |
| GAMMA Investing LLC | 759 | $95.9K | 0.00% | −440−36.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 774 | $97.8K | 0.00% | +68+9.6% | Added |
| Nykredit A/S | 922 | $116.5K | 0.00% | +922 | New |
