| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $41 | 0.00% | 0 | Unchanged |
| Seneschal Advisors, LLC | 1 | $104 | 0.00% | +1 | New |
| Key Financial Inc | 3 | $301 | 0.00% | +3 | New |
| Clear Street Markets LLC | 3 | $309 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 3 | $309 | 0.00% | +3 | New |
| Palisade Asset Management, LLC | 3 | $310 | 0.00% | +3 | New |
| GPS Wealth Strategies Group, LLC | 4 | $413 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $413 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $413 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $413 | 0.00% | +3+300.0% | Added |
| Raffa Wealth Management, LLC | 4 | $413 | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 4 | $431 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 6 | $618 | 0.00% | +2+50.0% | Added |
| Massmutual Trust Co FSB | 6 | $619 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $619 | 0.00% | +1+20.0% | Added |
| South State Corp. | 7 | $723 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $825 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $826 | 0.00% | +3+60.0% | Added |
| Creative Financial Designs Inc | 9 | $928 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $928 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9 | $929 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $929 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Cromwell Holdings LLC | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $1.03K | 0.00% | +7+233.3% | Added |
| Brown, Lisle/Cummings, Inc. | 11 | $1.10K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 14 | $1.44K | 0.00% | −140−90.9% | Reduced |
| CIBC Private Wealth Group, LLC | 14 | $1.44K | 0.00% | +13+1,300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $1.75K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $1.86K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 18 | $1.86K | 0.00% | +18 | New |
| Sawyer & Company, Inc | 20 | $2.00K | 0.00% | −5−20.0% | Reduced |
| Fortitude Family Office, LLC | 23 | $2.37K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 28 | $2.91K | 0.00% | +10+55.6% | Added |
| Colonial Trust Co | 29 | $2.97K | 0.00% | −1−3.3% | Reduced |
| CVA Family Office, LLC | 32 | $3.30K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $3.62K | 0.00% | −203−85.3% | Reduced |
| Binnacle Investments Inc | 36 | $3.71K | 0.00% | +36 | New |
| True Wealth Design, LLC | 37 | $3.82K | 0.00% | +1+2.8% | Added |
| Bessemer Group Inc | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 42 | $4.35K | 0.00% | +42 | New |
| TD Waterhouse Canada Inc. | 47 | $4.71K | 0.00% | −16−25.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 39 | $5.00K | 0.00% | +39 | New |
| Transamerica Financial Advisors, Inc. | 54 | $5.57K | 0.00% | +54 | New |
| Quadrant Capital Group LLC | 54 | $5.57K | 0.00% | +54 | New |
| Bell Investment Advisors, Inc | 57 | $5.88K | 0.00% | −1−1.7% | Reduced |
| Smartleaf Asset Management LLC | 57 | $6.05K | 0.00% | +30+111.1% | Added |
| Northwestern Mutual Wealth Management Co | 62 | $6.39K | 0.00% | +28+82.4% | Added |
| Ronald Blue Trust, Inc. | 75 | $7.74K | 0.00% | +35+87.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 75 | $7.74K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 77 | $7.94K | 0.00% | +77 | New |
| IFP Advisors, Inc | 84 | $8.66K | 0.00% | +84 | Added |
| Salomon & Ludwin, LLC | 91 | $8.93K | 0.00% | +91 | New |
| Hemington Wealth Management | 96 | $9.00K | 0.00% | +10+11.6% | Added |
| SBI Securities Co., Ltd. | 108 | $11.1K | 0.00% | −14−11.5% | Reduced |
| Hurley Capital, LLC | 120 | $12.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 123 | $12.7K | 0.00% | +123 | New |
| Evelyn Partners Investment Management Services Ltd | 128 | $13.2K | 0.00% | +128 | New |
| National Bank of Canada | 140 | $14.4K | 0.00% | +29+26.1% | Added |
| SRS Capital Advisors, Inc. | 149 | $15.4K | 0.00% | +101+210.4% | Added |
| Parkside Financial Bank & Trust | 156 | $16.1K | 0.00% | +147+1,633.3% | Added |
| Fifth Third Bancorp | 160 | $16.5K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 166 | $17.1K | 0.00% | −113−40.5% | Reduced |
| Atlantic Trust, LLC | 195 | $20.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 218 | $23.1K | 0.00% | +54+32.9% | Added |
| Root Financial Partners, LLC | 234 | $24.1K | 0.00% | +234 | New |
| Painted Porch Advisors LLC | 239 | $24.7K | 0.01% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 240 | $24.7K | 0.00% | +240 | New |
| Noble Wealth Management PBC | 250 | $25.8K | 0.01% | +250 | New |
| Ci Investments Inc. | 266 | $27.0K | 0.00% | +34+14.7% | Added |
| Geneos Wealth Management Inc. | 280 | $28.9K | 0.00% | +280 | New |
| Farther Finance Advisors, LLC | 289 | $29.8K | 0.00% | +91+46.0% | Added |
| Larson Financial Group LLC | 322 | $33.2K | 0.00% | +126+64.3% | Added |
| Versant Capital Management, Inc | 328 | $33.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 392 | $40.4K | 0.00% | −4−1.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 405 | $41.8K | 0.01% | +405 | New |
| Principal Securities, Inc. | 417 | $43.0K | 0.00% | +157+60.4% | Added |
| Sunbelt Securities, Inc. | 442 | $45.6K | 0.00% | +442 | New |
| GAMMA Investing LLC | 452 | $46.6K | 0.00% | +97+27.3% | Added |
| TFC Financial Management | 529 | $54.6K | 0.01% | +529 | New |
| Quarry LP | 572 | $59.0K | 0.01% | +572 | New |
| EverSource Wealth Advisors, LLC | 741 | $76.4K | 0.00% | +46+6.6% | Added |
| CWM, LLC | 748 | $77.0K | 0.00% | −39−5.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 935 | $96.4K | 0.00% | +39+4.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,000 | $96.8K | 0.00% | +1,000 | New |
| Signaturefd, LLC | 1,138 | $117.4K | 0.00% | −65−5.4% | Reduced |
| Covestor Ltd | 1,148 | $119.0K | 0.07% | −349−23.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,199 | $124.0K | 0.01% | +22+1.9% | Added |
| Essential Partners LLC | 1,301 | $134.2K | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,340 | $138.2K | 0.00% | −4−0.3% | Reduced |
| Advisory Services Network, LLC | 1,692 | $174.5K | 0.00% | +1,692 | New |
| Tower Research Capital LLC (TRC) | 1,920 | $198.0K | 0.01% | +1,782+1,291.3% | Added |
| Allworth Financial LP | 1,936 | $199.6K | 0.00% | +96+5.2% | Added |
| Knightsbridge Asset Management, LLC | 1,952 | $201.3K | 0.03% | −342−14.9% | Reduced |
| Harbour Investments, Inc. | 1,973 | $203.5K | 0.00% | +65+3.4% | Added |
| Americana Partners, LLC | 1,976 | $203.8K | 0.01% | +1,976 | New |
| ARS Investment Partners, LLC | 2,000 | $206.3K | 0.01% | −1,000−33.3% | Reduced |
