| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | +1 | New |
| Bokf, NA | 1 | $284 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $285 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2 | $569 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2 | $569 | 0.00% | +2 | New |
| Global Trust Asset Management, LLC | 2 | $569 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $582 | 0.00% | −1−33.3% | Reduced |
| Horizon Investments, LLC | 3 | $853 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $853 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $1.14K | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $1.14K | 0.00% | +4 | New |
| Westside Investment Management, Inc. | 5 | $1.42K | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 7 | $1.99K | 0.00% | +7 | New |
| Fortitude Family Office, LLC | 7 | $1.99K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $1.99K | 0.00% | +7 | New |
| Hazlett, Burt & Watson, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | +6 | New |
| Colonial Trust Co | 8 | $2.33K | 0.00% | +8 | New |
| Game Plan Financial Advisors, LLC | 9 | $2.56K | 0.00% | +9 | New |
| PSI Advisors, LLC | 10 | $2.84K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 11 | $3.00K | 0.00% | +11 | New |
| VitalStone Financial, LLC | 10 | $3.00K | 0.00% | +10 | New |
| American National Bank | 11 | $3.13K | 0.00% | +11 | New |
| CarsonAllaria Wealth Management, Ltd. | 13 | $3.69K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $3.70K | 0.00% | −12−48.0% | Reduced |
| Larson Financial Group LLC | 15 | $4.26K | 0.00% | +15 | New |
| Frazier Financial Advisors, LLC | 15 | $4.26K | 0.00% | +15 | New |
| Smartleaf Asset Management LLC | 16 | $4.37K | 0.00% | +16 | New |
| Albion Financial Group | 16 | $4.55K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $4.55K | 0.00% | +1+6.7% | Added |
| Farmers & Merchants Investments Inc | 18 | $5.12K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 18 | $5.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $5.12K | 0.00% | +1+5.9% | Added |
| Macroview Investment Management LLC | 19 | $5.40K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 19 | $5.40K | 0.00% | +19 | New |
| ICA Group Wealth Management, LLC | 20 | $5.68K | 0.00% | +20 | New |
| Glassman Wealth Services | 21 | $5.97K | 0.00% | −1−4.5% | Reduced |
| Denali Advisors LLC | 21 | $5.97K | 0.00% | +2+10.5% | Added |
| Coppell Advisory Solutions LLC | 21 | $5.97K | 0.00% | +21 | New |
| Quarry LP | 21 | $5.97K | 0.00% | +21 | New |
| Benjamin F. Edwards & Company, Inc. | 22 | $6.00K | 0.00% | +22 | New |
| Plato Investment Management Ltd | 23 | $6.54K | 0.01% | +23 | New |
| Core Wealth Advisors, Inc. | 25 | $7.11K | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 27 | $7.68K | 0.00% | +27 | New |
| JFS Wealth Advisors, LLC | 28 | $7.96K | 0.00% | +1+3.7% | Added |
| Cetera Trust Company, N.A | 31 | $8.81K | 0.01% | +31 | New |
| Retirement Group, LLC | 32 | $9.10K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 34 | $9.66K | 0.00% | +34 | New |
| Versant Capital Management, Inc | 35 | $9.95K | 0.00% | −5−12.5% | Reduced |
| Tfo-TDC, LLC | 37 | $10.5K | 0.00% | +35+1,750.0% | Added |
| Bessemer Group Inc | 38 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 39 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 42 | $11.9K | 0.00% | −1−2.3% | Reduced |
| First Beijing Investment Ltd | 42 | $11.9K | 0.00% | +42 | New |
| Lindbrook Capital, LLC | 49 | $13.9K | 0.00% | −17−25.8% | Reduced |
| MB, Levis & Associates, LLC | 50 | $14.2K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 52 | $14.9K | 0.01% | +6+13.0% | Added |
| Compagnie Lombard Odier SCmA | 53 | $15.1K | 0.00% | −500−90.4% | Reduced |
| Castleview Partners, LLC | 53 | $15.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $15.9K | 0.00% | +1+1.8% | Added |
| EntryPoint Capital, LLC | 64 | $18.2K | 0.02% | +64 | New |
| TFC Financial Management | 65 | $18.5K | 0.00% | +9+16.1% | Added |
| Massmutual Trust Co FSB | 66 | $18.8K | 0.00% | +16+32.0% | Added |
| WealthCollab, LLC | 66 | $18.8K | 0.01% | +66 | New |
| Parallel Advisors, LLC | 70 | $19.9K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 75 | $21.3K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 75 | $21.3K | 0.02% | +75 | New |
| Advisors Asset Management, Inc. | 80 | $22.7K | 0.00% | +80 | New |
| Harbour Investments, Inc. | 82 | $23.3K | 0.00% | +3+3.8% | Added |
| Contravisory Investment Management, Inc. | 84 | $23.9K | 0.01% | +84 | New |
| Sound Income Strategies, LLC | 90 | $25.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 91 | $25.9K | 0.00% | +8+9.6% | Added |
| RFP Financial Group LLC | 94 | $26.8K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $28.4K | 0.01% | +100 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 106 | $30.1K | 0.00% | +106 | New |
| TD Waterhouse Canada Inc. | 86 | $32.2K | 0.00% | +71+473.3% | Added |
| LGT Financial Advisors LLC | 115 | $32.7K | 0.04% | +54+88.5% | Added |
| FinTrust Capital Advisors, LLC | 116 | $33.0K | 0.01% | +116 | New |
| Cypress Capital Management LLC (WY) | 125 | $35.5K | 0.04% | +125 | New |
| Allworth Financial LP | 126 | $35.8K | 0.00% | +28+28.6% | Added |
| First Horizon Advisors, Inc. | 147 | $41.8K | 0.00% | +4+2.8% | Added |
| Adirondack Trust Co | 50 | $43.3K | 0.02% | +50 | New |
| Byrne Asset Management LLC | 147 | $43.4K | 0.03% | −201−57.8% | Reduced |
| Umb Bank N A | 155 | $44.1K | 0.00% | +106+216.3% | Added |
| Anchor Investment Management, LLC | 168 | $47.8K | 0.01% | −50−22.9% | Reduced |
| Ronald Blue Trust, Inc. | 180 | $49.0K | 0.00% | +41+29.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 178 | $50.6K | 0.01% | +178 | New |
| Virtus Fund Advisers, LLC | 179 | $50.9K | 0.32% | +19+11.9% | Added |
| Private Trust Co NA | 210 | $59.7K | 0.01% | +10+5.0% | Added |
| AdvisorNet Financial, Inc | 211 | $60.0K | 0.01% | +203+2,537.5% | Added |
| Farther Finance Advisors, LLC | 214 | $60.8K | 0.00% | +78+57.4% | Added |
| National Bank of Canada | 239 | $68.2K | 0.00% | +182+319.3% | Added |
| Trivant Custom Portfolio Group, LLC | 250 | $71.1K | 0.05% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 265 | $75.3K | 0.06% | −829−75.8% | Reduced |
| Credit Agricole S A | 265 | $75.3K | 0.00% | −46−14.8% | Reduced |
| HM Payson & Co | 291 | $82.7K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 312 | $88.7K | 0.01% | +4+1.3% | Added |
| Newbridge Financial Services Group, Inc. | 312 | $88.7K | 0.04% | +85+37.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 318 | $90.4K | 0.01% | 00.0% | Unchanged |
