| Allworth Financial LP | 2 | $0 | 0.00% | −59−96.7% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $201 | 0.00% | – | – |
| Lloyd Advisory Services, LLC. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Schubert & Co | 7 | $1.00K | 0.00% | +7 | New |
| Cutler Group LP | 10 | $2.00K | 0.00% | +10 | New |
| GPS Wealth Strategies Group, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Sierra Capital LLC | 8 | $2.00K | 0.00% | +8 | New |
| Aua Capital Management, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 15 | $3.00K | 0.00% | +5+50.0% | Added |
| Ogorek Anthony Joseph | 100 | $3.00K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Core Alternative Capital | 13 | $3.00K | 0.00% | +13 | New |
| Amplius Wealth Advisors, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 18 | $3.62K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 20 | $4.00K | 0.00% | −10−33.3% | Reduced |
| Lazard Asset Management LLC | 24 | $4.00K | 0.00% | +7+41.2% | Added |
| Asset Dedication, LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 27 | $5.00K | 0.00% | +27 | New |
| Bogart Wealth, LLC | 26 | $5.00K | 0.00% | +26 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 23 | $5.00K | 0.00% | +23 | New |
| Patriot Financial Group Insurance Agency, LLC | 33 | $7.00K | 0.00% | +29+725.0% | Added |
| SkyView Investment Advisors, LLC | 603 | $8.00K | 0.00% | −1,670−73.5% | Reduced |
| Snowden Capital Advisors LLC | 41 | $8.00K | 0.00% | −1,168−96.6% | Reduced |
| Dark Forest Capital Management LP | 41 | $8.00K | 0.00% | −317−88.5% | Reduced |
| Earnest Partners LLC | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 38 | $8.00K | 0.00% | +38 | New |
| Tucker Asset Management LLC | 42 | $8.38K | 0.00% | +42 | New |
| Prestige Wealth Management Group LLC | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 47 | $9.00K | 0.00% | +13+38.2% | Added |
| Fieldpoint Private Securities, LLC | 45 | $9.00K | 0.00% | +10+28.6% | Added |
| Confluence Wealth Services, Inc. | 45 | $9.00K | 0.00% | +45 | New |
| CVA Family Office, LLC | 55 | $11.0K | 0.00% | +55 | New |
| Farmers & Merchants Investments Inc | 61 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 61 | $12.0K | 0.00% | +9+17.3% | Added |
| Glassman Wealth Services | 59 | $12.0K | 0.00% | +15+34.1% | Added |
| Retirement Planning Co of New England, Inc. | 62 | $12.0K | 0.01% | +62 | New |
| Adirondack Trust Co | 65 | $13.0K | 0.01% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 70 | $14.0K | 0.01% | +70 | New |
| Rise Advisors, LLC | 71 | $14.3K | 0.01% | +71 | New |
| Marshall Wace, LLP | 77 | $15.0K | 0.00% | −31,592−99.8% | Reduced |
| Crewe Advisors LLC | 74 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 76 | $15.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 81 | $16.0K | 0.00% | −1,098−93.1% | Reduced |
| Zullo Investment Group, Inc. | 80 | $16.0K | 0.01% | +80 | New |
| Sutton Wealth Advisors Inc. | 83 | $16.7K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 90 | $18.0K | 0.01% | −25−21.7% | Reduced |
| Parkside Financial Bank & Trust | 89 | $18.0K | 0.00% | +20+29.0% | Added |
| TD Ameritrade Investment Management, LLC | 89 | $18.0K | 0.00% | +59+196.7% | Added |
| Bell Investment Advisors, Inc | 95 | $19.0K | 0.01% | −3−3.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 95 | $19.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 94 | $19.0K | 0.01% | +94 | New |
| Centerpoint Advisors, LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 124 | $25.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 124 | $25.0K | 0.01% | +102+463.6% | Added |
| Tilia Fiduciary Partners, Inc. | 123 | $25.0K | 0.02% | +123 | New |
| Carroll Financial Associates, Inc. | 140 | $27.0K | 0.00% | −11−7.3% | Reduced |
| TCI Wealth Advisors, Inc. | 137 | $28.0K | 0.00% | +56+69.1% | Added |
| Umb Bank N A | 146 | $29.0K | 0.00% | +146 | New |
| Signet Financial Management, LLC | 166 | $33.0K | 0.00% | +166 | New |
| Leonteq Securities AG | 172 | $34.6K | 0.00% | −1,377−88.9% | Reduced |
| Cambridge Trust Co | 175 | $35.0K | 0.00% | +175 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 180 | $36.0K | 0.02% | −190−51.4% | Reduced |
| Whittier Trust Co | 181 | $36.0K | 0.00% | +132+269.4% | Added |
| Harbour Investments, Inc. | 188 | $38.0K | 0.00% | +132+235.7% | Added |
| Private Capital Group, LLC | 215 | $43.0K | 0.01% | −12−5.3% | Reduced |
| Lindbrook Capital, LLC | 215 | $43.0K | 0.01% | +28+15.0% | Added |
| Lipe & Dalton | 225 | $45.0K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 245 | $49.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 258 | $52.0K | 0.00% | −422−62.1% | Reduced |
| IFP Advisors, Inc | 276 | $56.0K | 0.00% | +14+5.3% | Added |
| Covestor Ltd | 287 | $58.0K | 0.08% | +287 | New |
| JTC Employer Solutions Trusteee Ltd | 300 | $60.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 296 | $60.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 335 | $66.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 326 | $66.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 335 | $67.0K | 0.00% | +335 | New |
| KB Financial Partners, LLC | 340 | $68.0K | 0.02% | −2,085−86.0% | Reduced |
| Quadrant Capital Group LLC | 395 | $79.0K | 0.01% | +100+33.9% | Added |
| Cubist Systematic Strategies, LLC | 400 | $80.0K | 0.00% | −20,426−98.1% | Reduced |
| Tobam | 397 | $80.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 400 | $80.4K | 0.00% | +25+6.7% | Added |
| Freedman Financial Associates, Inc. | 424 | $85.0K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 450 | $90.5K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 470 | $94.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 515 | $104.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 520 | $105.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 529 | $106.0K | 0.01% | +94+21.6% | Added |
| Northwestern Mutual Wealth Management Co | 593 | $119.0K | 0.00% | −79−11.8% | Reduced |
| GraniteShares Advisors LLC | 594 | $119.0K | 0.06% | +594 | New |
| Brewin Dolphin Ltd | 600 | $121.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 622 | $125.0K | 0.00% | 00.0% | Unchanged |