| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $70 | 0.00% | +1 | New |
| Central Trust Co | 2 | $139 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $140 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $164 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $208 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 4 | $262 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $277 | 0.00% | +4 | New |
| Stone House Investment Management, LLC | 6 | $416 | 0.00% | +1+20.0% | Added |
| Elequin Capital LP | 9 | $623 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $693 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $693 | 0.00% | +2+25.0% | Added |
| HFM Investment Advisors, LLC | 10 | $693 | 0.00% | +4+66.7% | Added |
| Bare Financial Services, Inc | 12 | $831 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $831 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 12 | $832 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 12 | $832 | 0.00% | +12 | New |
| CoreCap Advisors, LLC | 14 | $970 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $1.18K | 0.00% | +6+54.5% | Added |
| Creative Capital Management Investments LLC | 20 | $1.39K | 0.00% | +20 | New |
| Nemes Rush Group LLC | 21 | $1.45K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 25 | $1.73K | 0.00% | +25 | New |
| Armstrong Advisory Group, Inc | 29 | $2.01K | 0.00% | +29 | New |
| Owl Creek Wealth Partners LLC | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $2.77K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $2.91K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 42 | $2.91K | 0.00% | +9+27.3% | Added |
| Capital Analysts, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 50 | $3.40K | 0.00% | −5−9.1% | Reduced |
| Bryn Mawr Trust Co | 52 | $3.60K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 57 | $3.95K | 0.00% | +57 | New |
| TD Waterhouse Canada Inc. | 65 | $4.53K | 0.00% | +65 | New |
| WPG Advisers, LLC | 69 | $4.78K | 0.00% | +2+3.0% | Added |
| North Star Investment Management Corp. | 70 | $4.85K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 71 | $4.92K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 76 | $4.92K | 0.00% | +76 | New |
| Bell Investment Advisors, Inc | 77 | $5.33K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 86 | $5.96K | 0.00% | +86 | New |
| CVA Family Office, LLC | 101 | $7.00K | 0.00% | +9+9.8% | Added |
| Ameritas Advisory Services, LLC | 112 | $7.77K | 0.00% | +112 | New |
| GW&K Investment Management, LLC | 119 | $8.00K | 0.00% | +119 | New |
| JTC Employer Solutions Trusteee Ltd | 128 | $9.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 131 | $9.07K | 0.00% | +33+33.7% | Added |
| Assetmark, Inc | 135 | $9.35K | 0.00% | −245−64.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 142 | $9.84K | 0.00% | +124+688.9% | Added |
| Quarry LP | 142 | $9.84K | 0.00% | +127+846.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 155 | $10.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 160 | $11.1K | 0.00% | −540−77.1% | Reduced |
| Sankala Group LLC | 142 | $11.3K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 189 | $13.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 214 | $14.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 220 | $15.2K | 0.00% | −251−53.3% | Reduced |
| Rothschild Investment LLC | 259 | $17.9K | 0.00% | +10+4.0% | Added |
| Fortitude Family Office, LLC | 266 | $18.4K | 0.00% | +219+466.0% | Added |
| Quantbot Technologies LP | 296 | $20.5K | 0.00% | +296 | New |
| Optiver Holding B.V. | 328 | $22.7K | 0.00% | +6+1.9% | Added |
| Kemnay Advisory Services Inc. | 345 | $23.9K | 0.00% | +17+5.2% | Added |
| Keating Financial Advisory Services, Inc. | 371 | $25.7K | 0.00% | +2+0.5% | Added |
| True Wealth Design, LLC | 417 | $28.9K | 0.01% | +122+41.4% | Added |
| Caitong International Asset Management Co., Ltd | 427 | $29.6K | 0.00% | −2,351−84.6% | Reduced |
| Farther Finance Advisors, LLC | 429 | $29.7K | 0.00% | −119−21.7% | Reduced |
| Jones Financial Companies LLLP | 450 | $32.7K | 0.00% | −311−40.9% | Reduced |
| Financial Management Professionals, Inc. | 499 | $34.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 498 | $34.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 506 | $35.0K | 0.00% | −528−51.1% | Reduced |
| Nisa Investment Advisors, LLC | 507 | $35.1K | 0.00% | +3+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 553 | $38.3K | 0.00% | +3+0.5% | Added |
| Clear Street Markets LLC | 574 | $39.8K | 0.01% | +574 | New |
| Covestor Ltd | 586 | $41.0K | 0.02% | −187−24.2% | Reduced |
| Global Retirement Partners, LLC | 613 | $42.5K | 0.00% | +613 | New |
| Zions Bancorporation, National Association | 631 | $43.7K | 0.00% | +58+10.1% | Added |
| California State Teachers Retirement System | 633 | $43.8K | 0.00% | −1,812−74.1% | Reduced |
| Pinnacle Holdings, LLC | 694 | $48.1K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 714 | $49.5K | 0.00% | +11+1.6% | Added |
| The PNC Financial Services Group, Inc. | 738 | $51.1K | 0.00% | +13+1.8% | Added |
| Harbor Capital Advisors, Inc. | 756 | $52.0K | 0.00% | −31−3.9% | Reduced |
| Larson Financial Group LLC | 876 | $60.7K | 0.00% | +9+1.0% | Added |
| Versant Capital Management, Inc | 1,024 | $70.9K | 0.01% | −36−3.4% | Reduced |
| Essential Partners LLC | 1,079 | $74.7K | 0.03% | −2,867−72.7% | Reduced |
| Harbour Investments, Inc. | 1,153 | $79.9K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,229 | $85.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,243 | $86.1K | 0.00% | +45+3.8% | Added |
| Public Employees Retirement System of Ohio | 1,326 | $91.8K | 0.00% | −52−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,387 | $96.1K | 0.00% | −2,476−64.1% | Reduced |
| US Bancorp | 1,580 | $109.4K | 0.00% | −8−0.5% | Reduced |
| Bayforest Capital Ltd | 1,618 | $112.1K | 0.10% | +1,480+1,072.5% | Added |
| Signaturefd, LLC | 1,759 | $121.8K | 0.00% | +33+1.9% | Added |
| BFSG, LLC | 1,812 | $125.5K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,827 | $126.5K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,869 | $129.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,124 | $147.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,323 | $160.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,406 | $166.6K | 0.01% | −812−25.2% | Reduced |
| Moran Wealth Management, LLC | 2,939 | $203.6K | 0.01% | +52+1.8% | Added |
| Inspire Advisors, LLC | 2,977 | $206.2K | 0.01% | −47,203−94.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,753 | $209.9K | 0.01% | −24−0.9% | Reduced |
| Drive Wealth Management, LLC | 3,140 | $217.5K | 0.04% | +51+1.7% | Added |