| Hughes Financial Services, LLC | 1 | $541 | 0.00% | −137−99.3% | Reduced |
| Sunbelt Securities, Inc. | 1 | $541 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $541 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $541 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $541 | 0.00% | +1 | New |
| Golden State Equity Partners | 1 | $541 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $541 | 0.00% | +1 | New |
| TD Capital Management LLC | 1 | $542 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $542 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 1 | $542 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $542 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1 | $542 | 0.00% | +1 | New |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2 | $1.08K | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $1.08K | 0.00% | +1+100.0% | Added |
| Gilpin Wealth Management, LLC | 2 | $1.08K | 0.00% | +1+100.0% | Added |
| PEAK6 LLC | 3 | $1.52K | 0.00% | +1+50.0% | Added |
| Cedar Mountain Advisors, LLC | 3 | $1.62K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $1.62K | 0.00% | +3 | New |
| Trifecta Capital Advisors, LLC | 3 | $1.62K | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 13 | $2.21K | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 5 | $2.71K | 0.00% | +1+25.0% | Added |
| Farmers & Merchants Investments Inc | 6 | $3.25K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $3.49K | 0.00% | +10+90.9% | Added |
| Triumph Capital Management | 7 | $3.79K | 0.00% | −977−99.3% | Reduced |
| Picton Mahoney Asset Management | 7 | $3.79K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 7 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 10 | $5.41K | 0.01% | +10 | New |
| TD Waterhouse Canada Inc. | 11 | $6.08K | 0.00% | +11 | New |
| CVA Family Office, LLC | 12 | $6.49K | 0.00% | +12 | New |
| FWL Investment Management, LLC | 12 | $6.49K | 0.00% | +12 | New |
| Legacy Wealth Managment, LLC | 13 | $7.04K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 15 | $8.12K | 0.00% | +1+7.1% | Added |
| Central Trust Co | 15 | $8.12K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 16 | $8.66K | 0.00% | +10+166.7% | Added |
| Wolff Wiese Magana LLC | 16 | $8.66K | 0.00% | +10+166.7% | Added |
| Bare Financial Services, Inc | 17 | $9.20K | 0.00% | +10+142.9% | Added |
| Private Wealth Management Group, LLC | 18 | $9.74K | 0.00% | −6−25.0% | Reduced |
| Solstein Capital, LLC | 20 | $10.8K | 0.00% | −5−20.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 22 | $11.9K | 0.00% | +22 | New |
| Whittier Trust Co | 70 | $13.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 24 | $13.3K | 0.00% | +8+50.0% | Added |
| Harbor Investment Advisory, LLC | 25 | $13.5K | 0.00% | −10−28.6% | Reduced |
| Fortitude Family Office, LLC | 28 | $15.2K | 0.00% | +5+21.7% | Added |
| Blue Bell Private Wealth Management, LLC | 31 | $16.8K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 31 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 32 | $17.1K | 0.00% | +6+23.1% | Added |
| Northwestern Mutual Wealth Management Co | 32 | $17.3K | 0.00% | +15+88.2% | Added |
| Walleye Capital LLC | 32 | $17.3K | 0.00% | −1,717−98.2% | Reduced |
| First Horizon Corp | 35 | $18.9K | 0.00% | −89−71.8% | Reduced |
| Massmutual Trust Co FSB | 37 | $20.0K | 0.00% | +3+8.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | $21.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 41 | $22.2K | 0.00% | +14+51.9% | Added |
| Signaturefd, LLC | 44 | $23.8K | 0.00% | +6+15.8% | Added |
| Clearstead Advisors, LLC | 50 | $27.1K | 0.00% | −30−37.5% | Reduced |
| Rothschild Investment LLC | 52 | $28.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 52 | $28.1K | 0.00% | +38+271.4% | Added |
| Brown Brothers Harriman & Co | 55 | $29.8K | 0.00% | +46+511.1% | Added |
| Bellevue Asset Management, LLC | 58 | $31.4K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 195 | $35.2K | 0.00% | +195 | New |
| Evolution Wealth Management Inc. | 66 | $35.7K | 0.03% | −19−22.4% | Reduced |
| MCF Advisors LLC | 66 | $35.7K | 0.00% | +66 | New |
| IFP Advisors, Inc | 69 | $37.3K | 0.00% | +67+3,350.0% | Added |
| Anchor Investment Management, LLC | 70 | $37.9K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 80 | $43.3K | 0.01% | +80 | New |
| Cullen/Frost Bankers, Inc. | 80 | $43.4K | 0.00% | −1−1.2% | Reduced |
| Salomon & Ludwin, LLC | 82 | $44.9K | 0.00% | +7+9.3% | Added |
| Tidemark, LLC | 92 | $49.8K | 0.01% | 00.0% | Unchanged |
| Avanza Fonder AB | 93 | $50.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 93 | $50.3K | 0.00% | −10−9.7% | Reduced |
| Harbour Investments, Inc. | 97 | $52.6K | 0.00% | −721−88.1% | Reduced |
| Kemnay Advisory Services Inc. | 98 | $53.0K | 0.01% | +73+292.0% | Added |
| Hollencrest Capital Management | 100 | $54.1K | 0.00% | +100 | New |
| Ensign Peak Advisors, Inc | 100 | $54.1K | 0.00% | +100 | New |
| Smartleaf Asset Management LLC | 115 | $57.8K | 0.00% | −83−41.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 117 | $63.3K | 0.00% | +4+3.5% | Added |
| Signature Equity Partners, LLC | 118 | $64.0K | 0.03% | −69−36.9% | Reduced |
| State of Wyoming | 128 | $69.3K | 0.01% | −10−7.2% | Reduced |
| Huntington National Bank | 136 | $73.6K | 0.00% | +2+1.5% | Added |
| Larson Financial Group LLC | 143 | $77.4K | 0.00% | +14+10.9% | Added |
| Versant Capital Management, Inc | 170 | $92.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 184 | $100.0K | 0.00% | +46+33.3% | Added |
| Quadrant Capital Group LLC | 198 | $107.1K | 0.00% | +1+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 208 | $112.5K | 0.01% | +10+5.1% | Added |
| Wellington-Altus USA Inc. | 408 | $116.8K | 0.07% | +358+716.0% | Added |
| International Assets Investment Management, LLC | 220 | $121.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 231 | $125.0K | 0.00% | +185+402.2% | Added |
| Transamerica Financial Advisors, Inc. | 233 | $126.2K | 0.01% | +99+73.9% | Added |
| Globeflex Capital L P | 249 | $134.7K | 0.02% | +249 | New |
| Rossby Financial, LCC | 250 | $138.5K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 276 | $150.0K | 0.10% | −426−60.7% | Reduced |
| KBC Group NV | 303 | $164.0K | 0.00% | +41+15.6% | Added |
| SBI Securities Co., Ltd. | 314 | $169.9K | 0.00% | +144+84.7% | Added |
| US Bancorp | 319 | $172.6K | 0.00% | −2−0.6% | Reduced |
| Umb Bank N A | 320 | $173.1K | 0.00% | +6+1.9% | Added |
| Palladiem, LLC | 826 | $190.7K | 0.18% | +551+200.4% | Added |
| MAI Capital Management | 366 | $198.0K | 0.00% | +2+0.5% | Added |