| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $110 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $119 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $119 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $119 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $119 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $238 | 0.00% | −111−98.2% | Reduced |
| Rialto Wealth Management, LLC | 2 | $238 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $238 | 0.00% | +1+100.0% | Added |
| Principia Wealth Advisory, LLC | 3 | $356 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $357 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3 | $357 | 0.00% | +3 | New |
| Trust Co | 4 | $475 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $475 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $713 | 0.00% | −22−78.6% | Reduced |
| Creative Capital Management Investments LLC | 6 | $713 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $713 | 0.00% | +6 | New |
| Essential Partners LLC | 7 | $831 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $831 | 0.00% | +3+75.0% | Added |
| Massmutual Trust Co FSB | 7 | $831 | 0.00% | +7 | New |
| True Wealth Design, LLC | 8 | $951 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 11 | $1.19K | 0.00% | +11 | New |
| First Pacific Financial | 12 | $1.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $1.43K | 0.00% | +2+20.0% | Added |
| TD Private Client Wealth LLC | 15 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.90K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $2.02K | 0.00% | +17 | New |
| Marshall Investment Management, LLC | 18 | $2.14K | 0.00% | +18 | New |
| Ronald Blue Trust, Inc. | 19 | $2.26K | 0.00% | +19 | New |
| Highline Wealth Partners LLC | 21 | $2.49K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $3.56K | 0.00% | +30 | New |
| Larson Financial Group LLC | 34 | $4.04K | 0.00% | +30+750.0% | Added |
| Parkside Financial Bank & Trust | 35 | $4.16K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 41 | $4.87K | 0.00% | +41 | New |
| Fortitude Family Office, LLC | 43 | $5.11K | 0.00% | +9+26.5% | Added |
| Stone House Investment Management, LLC | 48 | $5.70K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 52 | $6.18K | 0.00% | +46+766.7% | Added |
| Kingdom Financial Group LLC. | 55 | $6.53K | 0.00% | −3,467−98.4% | Reduced |
| Parallel Advisors, LLC | 58 | $6.89K | 0.00% | +29+100.0% | Added |
| EverSource Wealth Advisors, LLC | 67 | $7.96K | 0.00% | +24+55.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 73 | $8.67K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 75 | $8.91K | 0.00% | −17−18.5% | Reduced |
| Assetmark, Inc | 76 | $9.03K | 0.00% | +3+4.1% | Added |
| Entrust Financial LLC | 77 | $9.15K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 79 | $9.38K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 82 | $9.74K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $10.1K | 0.00% | +13+18.1% | Added |
| Rothschild Investment LLC | 94 | $11.2K | 0.00% | +12+14.6% | Added |
| Founders Capital Management | 100 | $11.9K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 103 | $12.2K | 0.00% | +1+1.0% | Added |
| Smartleaf Asset Management LLC | 113 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 121 | $14.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 153 | $16.5K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 150 | $17.8K | 0.01% | +150 | New |
| Quintet Private Bank (Europe) S.A. | 160 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 168 | $20.0K | 0.00% | −88−34.4% | Reduced |
| Public Employees Retirement System of Ohio | 184 | $21.9K | 0.00% | −34,705−99.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 186 | $22.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $23.8K | 0.00% | +200 | New |
| Spire Wealth Management | 215 | $25.5K | 0.00% | +115+115.0% | Added |
| Medallion Wealth Advisors, LLC | 238 | $28.3K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 258 | $30.6K | 0.00% | +258 | New |
| Signaturefd, LLC | 264 | $31.4K | 0.00% | +5+1.9% | Added |
| Optiver Holding B.V. | 285 | $33.8K | 0.00% | +41+16.8% | Added |
| Byrne Asset Management LLC | 290 | $34.4K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 298 | $35.4K | 0.00% | +67+29.0% | Added |
| Harbor Investment Advisory, LLC | 350 | $41.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 358 | $42.5K | 0.01% | +4+1.1% | Added |
| Mather Group, LLC. | 369 | $43.8K | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 390 | $46.3K | 0.01% | +390 | New |
| Versant Capital Management, Inc | 430 | $51.1K | 0.00% | −107−19.9% | Reduced |
| GWM Advisors LLC | 439 | $52.1K | 0.00% | −128−22.6% | Reduced |
| GW&K Investment Management, LLC | 508 | $60.0K | 0.00% | +164+47.7% | Added |
| Golden State Wealth Management, LLC | 563 | $66.9K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 611 | $72.6K | 0.00% | −84−12.1% | Reduced |
| Covestor Ltd | 622 | $74.0K | 0.04% | −62−9.1% | Reduced |
| Nisa Investment Advisors, LLC | 647 | $76.8K | 0.00% | −301−31.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 790 | $93.8K | 0.00% | +790 | New |
| First Horizon Corp | 836 | $99.3K | 0.00% | −18−2.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 951 | $113.0K | 0.01% | −300−24.0% | Reduced |
| Brown Brothers Harriman & Co | 957 | $113.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,015 | $120.6K | 0.00% | −173−14.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,110 | $131.8K | 0.00% | +1,110 | New |
| SRS Capital Advisors, Inc. | 1,269 | $150.7K | 0.00% | +950+297.8% | Added |
| Huntington National Bank | 1,328 | $157.7K | 0.00% | −82−5.8% | Reduced |
| KBC Group NV | 1,477 | $175.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,500 | $180.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 1,557 | $184.9K | 0.02% | +1,221+363.4% | Added |
| Caldwell Trust Co | 1,587 | $188.5K | 0.02% | 00.0% | Unchanged |
| Amundi | 1,699 | $201.8K | 0.00% | −1,832−51.9% | Reduced |
| Southern Financial Group, LLC | 1,703 | $202.3K | 0.05% | +1,703 | New |
| Kapstone Financial Advisors LLC | 1,800 | $213.8K | 0.09% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,815 | $215.6K | 0.01% | +1,815 | New |
| Tradition Wealth Management, LLC | 1,873 | $222.5K | 0.01% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,901 | $225.8K | 0.04% | −47−2.4% | Reduced |
| Coastal Bridge Advisors, LLC | 1,903 | $226.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,929 | $229.1K | 0.01% | +1,011+110.1% | Added |
