| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $291 | 0.00% | +1 | New |
| Mascoma Wealth Management LLC | 1 | $301 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $301 | 0.00% | +1 | New |
| LRI Investments, LLC | 2 | $601 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $602 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $640 | 0.00% | +2 | New |
| Zions Bancorporation, National Association | 3 | $902 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $902 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $902 | 0.00% | +2+200.0% | Added |
| UMA Financial Services, Inc. | 3 | $903 | 0.00% | +3 | New |
| Avion Wealth | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3 | $1.03K | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 4 | $1.20K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 4 | $1.20K | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $1.50K | 0.00% | +2+66.7% | Added |
| Financial Network Wealth Advisors LLC | 5 | $1.50K | 0.00% | +5 | New |
| Glen Eagle Advisors, LLC | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $2.10K | 0.00% | −16−69.6% | Reduced |
| SBI Securities Co., Ltd. | 7 | $2.10K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $2.10K | 0.00% | +3+75.0% | Added |
| HFM Investment Advisors, LLC | 7 | $2.10K | 0.00% | +5+250.0% | Added |
| Hughes Financial Services, LLC | 7 | $2.10K | 0.00% | +6+600.0% | Added |
| Plante Moran Financial Advisors, LLC | 7 | $2.10K | 0.00% | +7 | New |
| Creative Capital Management Investments LLC | 8 | $2.40K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $3.31K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $3.91K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 14 | $4.21K | 0.00% | +2+16.7% | Added |
| Bellevue Asset Management, LLC | 14 | $4.21K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 15 | $4.51K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15 | $4.51K | 0.00% | +15 | New |
| Retirement Wealth Solutions LLC | 18 | $5.41K | 0.00% | +1+5.9% | Added |
| True Wealth Design, LLC | 19 | $5.71K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 23 | $6.62K | 0.00% | +23 | New |
| Whittier Trust Co of Nevada Inc | 27 | $6.91K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $7.22K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $8.12K | 0.00% | −9−25.0% | Reduced |
| Quarry LP | 27 | $8.12K | 0.00% | +27 | New |
| Action Point Financial Planning, LLC | 34 | $9.32K | 0.00% | +34 | New |
| Continuum Advisory, LLC | 33 | $9.92K | 0.00% | +33 | New |
| Clearstead Advisors, LLC | 36 | $10.8K | 0.00% | +36 | New |
| Private Wealth Management Group, LLC | 37 | $11.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $12.3K | 0.00% | +5+13.9% | Added |
| Valued Wealth Advisors LLC | 41 | $12.3K | 0.00% | +41 | New |
| CVA Family Office, LLC | 44 | $13.2K | 0.00% | +1+2.3% | Added |
| TD Waterhouse Canada Inc. | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 53 | $15.9K | 0.00% | +3+6.0% | Added |
| Covestor Ltd | 53 | $16.0K | 0.01% | −86−61.9% | Reduced |
| Rothschild Investment LLC | 58 | $17.4K | 0.00% | +5+9.4% | Added |
| WPG Advisers, LLC | 60 | $18.0K | 0.01% | −6−9.1% | Reduced |
| HHM Wealth Advisors, LLC | 60 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 63 | $18.9K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 66 | $19.8K | 0.01% | +66 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 81 | $24.4K | 0.00% | +12+17.4% | Added |
| Essential Partners LLC | 88 | $26.5K | 0.01% | −1−1.1% | Reduced |
| Harbor Capital Advisors, Inc. | 94 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 95 | $28.6K | 0.00% | −127−57.2% | Reduced |
| Basecamp Wealth Advisors LLC | 95 | $28.6K | 0.01% | +29+43.9% | Added |
| Mather Group, LLC. | 98 | $29.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $30.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 103 | $31.0K | 0.00% | +28+37.3% | Added |
| Bare Financial Services, Inc | 103 | $31.0K | 0.01% | +30+41.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 108 | $32.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 109 | $32.8K | 0.00% | −171−61.1% | Reduced |
| Richardson Financial Services Inc. | 134 | $40.3K | 0.02% | +12+9.8% | Added |
| Kilter Group LLC | 134 | $40.3K | 0.01% | +60+81.1% | Added |
| Assetmark, Inc | 148 | $44.5K | 0.00% | +106+252.4% | Added |
| Parkside Financial Bank & Trust | 151 | $45.4K | 0.00% | +12+8.6% | Added |
| Umb Bank N A | 157 | $47.2K | 0.00% | +7+4.7% | Added |
| Huntington National Bank | 176 | $52.9K | 0.00% | −125−41.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 194 | $55.9K | 0.00% | −40−17.1% | Reduced |
| Winch Advisory Services, LLC | 200 | $60.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 209 | $60.6K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 210 | $63.1K | 0.00% | +38+22.1% | Added |
| Optiver Holding B.V. | 219 | $65.8K | 0.00% | +219 | New |
| Persistent Asset Partners Ltd | 236 | $71.0K | 0.02% | +236 | New |
| Bollard Group LLC | 240 | $72.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 245 | $73.7K | 0.04% | −922−79.0% | Reduced |
| State of Wyoming | 268 | $80.6K | 0.01% | −1,511−84.9% | Reduced |
| Hantz Financial Services, Inc. | 277 | $83.0K | 0.00% | +70+33.8% | Added |
| Clear Street Markets LLC | 295 | $88.7K | 0.02% | +295 | New |
| Allworth Financial LP | 307 | $92.3K | 0.00% | +14+4.8% | Added |
| Bartlett & Co. Wealth Management LLC | 330 | $99.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 344 | $103.4K | 0.00% | +23+7.2% | Added |
| Harbor Investment Advisory, LLC | 359 | $107.9K | 0.01% | +359 | New |
| Parallel Advisors, LLC | 388 | $116.7K | 0.00% | +204+110.9% | Added |
| Bayforest Capital Ltd | 396 | $119.1K | 0.11% | +396 | New |
| Smartleaf Asset Management LLC | 422 | $121.5K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 436 | $131.1K | 0.05% | +436 | New |
| Simplex Trading, LLC | 460 | $138.3K | 0.00% | −18,227−97.5% | Reduced |
| Johnson Financial Group, Inc. | 500 | $150.3K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 500 | $150.3K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 509 | $153.0K | 0.01% | 00.0% | Unchanged |