| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Cullen/Frost Bankers, Inc. | 0 | $3 | 0.00% | 0 | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $87 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $87 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $87 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $89 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $174 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $260 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 4 | $347 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $434 | 0.00% | +5 | New |
| LRI Investments, LLC | 6 | $521 | 0.00% | +6 | New |
| Plante Moran Financial Advisors, LLC | 7 | $607 | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 8 | $694 | 0.00% | −3−27.3% | Reduced |
| Ankerstar Wealth, LLC | 8 | $694 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $694 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $781 | 0.00% | +4+80.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $868 | 0.00% | +2+25.0% | Added |
| SBI Securities Co., Ltd. | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 12 | $1.04K | 0.00% | +12 | New |
| Stone House Investment Management, LLC | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 16 | $1.39K | 0.00% | +16 | New |
| FWL Investment Management, LLC | 19 | $1.65K | 0.00% | +19 | New |
| Rialto Wealth Management, LLC | 24 | $2.08K | 0.00% | +9+60.0% | Added |
| CoreCap Advisors, LLC | 24 | $2.08K | 0.00% | +24 | New |
| Sunrise Financial Services, LLC | 25 | $2.17K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 26 | $2.26K | 0.00% | +17+188.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 27 | $2.34K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 28 | $2.43K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 29 | $2.52K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 32 | $2.60K | 0.00% | +32 | New |
| Silver Grove Financial Group, Inc. | 32 | $2.78K | 0.00% | +32 | New |
| Albion Financial Group | 33 | $2.86K | 0.00% | −21−38.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 34 | $2.95K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $3.30K | 0.00% | +2+5.6% | Added |
| Quarry LP | 40 | $3.47K | 0.00% | −13−24.5% | Reduced |
| Bell Investment Advisors, Inc | 43 | $3.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $3.99K | 0.00% | +4+9.5% | Added |
| TD Private Client Wealth LLC | 49 | $4.25K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 50 | $4.34K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 50 | $4.41K | 0.00% | +50 | New |
| MCF Advisors LLC | 57 | $4.95K | 0.00% | +57 | New |
| Assetmark, Inc | 63 | $5.46K | 0.00% | −3−4.5% | Reduced |
| Ameriflex Group, Inc. | 70 | $6.07K | 0.00% | +70 | New |
| Financial Network Wealth Advisors LLC | 74 | $6.42K | 0.01% | −21−22.1% | Reduced |
| SJS Investment Consulting Inc. | 80 | $6.94K | 0.00% | +53+196.3% | Added |
| CVA Family Office, LLC | 83 | $7.20K | 0.00% | +55+196.4% | Added |
| Parallel Advisors, LLC | 86 | $7.46K | 0.00% | +29+50.9% | Added |
| WPG Advisers, LLC | 100 | $8.68K | 0.01% | +38+61.3% | Added |
| Caitlin John, LLC | 100 | $8.72K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 103 | $8.94K | 0.00% | −1−1.0% | Reduced |
| Parkside Financial Bank & Trust | 104 | $9.02K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 122 | $10.6K | 0.00% | +20+19.6% | Added |
| Massmutual Trust Co FSB | 130 | $11.3K | 0.00% | +19+17.1% | Added |
| Buck Wealth Strategies, LLC | 130 | $11.3K | 0.00% | +130 | New |
| Keating Financial Advisory Services, Inc. | 148 | $12.8K | 0.00% | +6+4.2% | Added |
| Essential Partners LLC | 159 | $13.8K | 0.01% | +141+783.3% | Added |
| Rothschild Investment LLC | 165 | $14.3K | 0.00% | +109+194.6% | Added |
| IFP Advisors, Inc | 198 | $17.2K | 0.00% | +186+1,550.0% | Added |
| Larson Financial Group LLC | 222 | $19.3K | 0.00% | +60+37.0% | Added |
| Whittier Trust Co of Nevada Inc | 224 | $19.3K | 0.00% | +1+0.4% | Added |
| Sterling Capital Management LLC | 234 | $20.3K | 0.00% | −100−29.9% | Reduced |
| Cornerstone Planning Group LLC | 239 | $20.7K | 0.00% | +1+0.4% | Added |
| Centerpoint Advisors, LLC | 253 | $22.0K | 0.01% | −1−0.4% | Reduced |
| Versant Capital Management, Inc | 286 | $24.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 331 | $28.7K | 0.00% | +34+11.4% | Added |
| Kemnay Advisory Services Inc. | 357 | $31.0K | 0.00% | +50+16.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 362 | $31.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 367 | $31.8K | 0.00% | +367 | New |
| Public Employees Retirement System of Ohio | 388 | $33.7K | 0.00% | +34+9.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 455 | $39.5K | 0.00% | −243−34.8% | Reduced |
| Optiver Holding B.V. | 464 | $40.3K | 0.00% | +464 | New |
| First Horizon Corp | 482 | $41.8K | 0.00% | +219+83.3% | Added |
| Farther Finance Advisors, LLC | 490 | $42.5K | 0.00% | +286+140.2% | Added |
| Global Retirement Partners, LLC | 499 | $43.3K | 0.00% | +499 | New |
| Covestor Ltd | 513 | $45.0K | 0.03% | +56+12.3% | Added |
| Smartleaf Asset Management LLC | 609 | $53.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 606 | $53.8K | 0.00% | −96−13.7% | Reduced |
| Hilton Head Capital Partners, LLC | 661 | $57.3K | 0.03% | +661 | New |
| Rockefeller Capital Management L.P. | 679 | $59.1K | 0.00% | +159+30.6% | Added |
| National Bank of Canada | 736 | $63.8K | 0.00% | −17−2.3% | Reduced |
| Hantz Financial Services, Inc. | 865 | $75.0K | 0.00% | +101+13.2% | Added |
| Quantbot Technologies LP | 1,093 | $94.8K | 0.00% | −7,573−87.4% | Reduced |
| Signaturefd, LLC | 1,126 | $97.7K | 0.00% | −245−17.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,189 | $103.1K | 0.00% | +237+24.9% | Added |
| SRS Capital Advisors, Inc. | 1,239 | $107.5K | 0.00% | −15−1.2% | Reduced |
| Allworth Financial LP | 1,259 | $109.2K | 0.00% | +949+306.1% | Added |
| GAMMA Investing LLC | 1,478 | $128.2K | 0.00% | +285+23.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,551 | $134.5K | 0.00% | +163+11.7% | Added |
| KBC Group NV | 1,633 | $142.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,668 | $144.7K | 0.01% | +46+2.8% | Added |
| Tower Research Capital LLC (TRC) | 2,154 | $186.9K | 0.00% | −1,179−35.4% | Reduced |
| HBK Sorce Advisory LLC | 2,243 | $202.9K | 0.00% | +2,243 | New |
| Resolute Wealth Strategies, LLC | 2,390 | $207.3K | 0.08% | +2,390 | New |
| 71 West Capital Partners | 2,390 | $207.3K | 0.01% | +2,390 | New |
| DnB Asset Management AS | 2,417 | $209.7K | 0.00% | +2,417 | New |
| Summit Financial, LLC | 2,426 | $210.5K | 0.00% | −334−12.1% | Reduced |
| Advisors Capital Management, LLC | 2,480 | $215.1K | 0.00% | +2,480 | New |
