| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $70 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $140 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $210 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $280 | 0.00% | +2+100.0% | Added |
| DecisionPoint Financial, LLC | 4 | $281 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $327 | 0.00% | +3+300.0% | Added |
| Triumph Capital Management | 5 | $350 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $421 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $490 | 0.00% | −7−50.0% | Reduced |
| Assetmark, Inc | 7 | $490 | 0.00% | 00.0% | Unchanged |
| Trust Co | 7 | $490 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $491 | 0.00% | +3+75.0% | Added |
| Cornerstone Planning Group LLC | 6 | $626 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $630 | 0.00% | +9 | New |
| Atwood & Palmer Inc | 9 | $631 | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 10 | $701 | 0.00% | −103−91.2% | Reduced |
| Silicon Valley Capital Partners | 12 | $840 | 0.00% | +12 | New |
| MV Capital Management, Inc. | 12 | $841 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $911 | 0.00% | +1+8.3% | Added |
| Avion Wealth | 28 | $1.00K | 0.00% | +7+33.3% | Added |
| Basecamp Wealth Advisors LLC | 16 | $1.12K | 0.00% | −27−62.8% | Reduced |
| International Assets Investment Management, LLC | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 18 | $1.26K | 0.00% | +18 | New |
| Kilter Group LLC | 19 | $1.33K | 0.00% | −5−20.8% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $1.33K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 19 | $1.33K | 0.00% | +11+137.5% | Added |
| Keating Financial Advisory Services, Inc. | 22 | $1.54K | 0.00% | +5+29.4% | Added |
| Ronald Blue Trust, Inc. | 22 | $1.57K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $1.89K | 0.00% | −9−25.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 28 | $1.96K | 0.00% | −100−78.1% | Reduced |
| Private Wealth Management Group, LLC | 28 | $1.96K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 29 | $2.03K | 0.00% | +12+70.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 32 | $2.24K | 0.00% | +32 | New |
| Quarry LP | 33 | $2.31K | 0.00% | −123−78.8% | Reduced |
| Farmers & Merchants Investments Inc | 33 | $2.31K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 33 | $2.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 36 | $2.54K | 0.00% | +26+260.0% | Added |
| Elequin Capital LP | 37 | $2.59K | 0.00% | −48−56.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 38 | $2.66K | 0.00% | −3−7.3% | Reduced |
| Brown Brothers Harriman & Co | 38 | $2.66K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 44 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $3.22K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $3.29K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 48 | $3.36K | 0.00% | −532−91.7% | Reduced |
| Atlantic Trust, LLC | 49 | $3.43K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 50 | $3.50K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 51 | $3.57K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 60 | $4.20K | 0.00% | +60 | New |
| Westside Investment Management, Inc. | 62 | $4.34K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 64 | $4.48K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 65 | $4.55K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 78 | $5.46K | 0.00% | +78 | New |
| Rothschild Investment LLC | 84 | $5.88K | 0.00% | −4−4.5% | Reduced |
| Owl Creek Wealth Partners LLC | 85 | $5.95K | 0.00% | +85 | New |
| SBI Securities Co., Ltd. | 86 | $6.02K | 0.00% | +3+3.6% | Added |
| STRS Ohio | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $7.00K | 0.00% | +100 | New |
| Main Street Group, LTD | 100 | $7.00K | 0.00% | +100 | New |
| Huntington National Bank | 103 | $7.21K | 0.00% | +25+32.1% | Added |
| Acumen Wealth Advisors, LLC | 112 | $7.84K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 125 | $8.78K | 0.00% | +21+20.2% | Added |
| Root Financial Partners, LLC | 140 | $9.81K | 0.00% | +40+40.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 150 | $10.5K | 0.00% | +150 | New |
| Parkside Financial Bank & Trust | 153 | $10.7K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 165 | $11.6K | 0.00% | +165 | New |
| Banque Cantonale Vaudoise | 166 | $12.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 172 | $12.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 175 | $12.3K | 0.00% | +175 | New |
| 1620 Investment Advisors, Inc. | 214 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 210 | $15.0K | 0.00% | +58+38.2% | Added |
| Allworth Financial LP | 232 | $16.3K | 0.00% | +12+5.5% | Added |
| SRS Capital Advisors, Inc. | 253 | $17.7K | 0.00% | −111−30.5% | Reduced |
| Optiver Holding B.V. | 263 | $18.4K | 0.00% | +12+4.8% | Added |
| HighMark Wealth Management LLC | 269 | $18.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 262 | $19.0K | 0.00% | +44+20.2% | Added |
| EverSource Wealth Advisors, LLC | 274 | $19.2K | 0.00% | +52+23.4% | Added |
| 1 North Wealth Services LLC | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 312 | $21.9K | 0.00% | −630−66.9% | Reduced |
| Advisory Services Network, LLC | 366 | $25.6K | 0.00% | +366 | New |
| Massmutual Trust Co FSB | 367 | $25.7K | 0.00% | +2+0.5% | Added |
| Caitong International Asset Management Co., Ltd | 391 | $27.4K | 0.01% | +391 | New |
| Advisors Asset Management, Inc. | 413 | $28.9K | 0.00% | −9−2.1% | Reduced |
| Nomura Asset Management Co Ltd | 440 | $30.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 530 | $37.1K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 542 | $38.0K | 0.00% | +152+39.0% | Added |
| Public Employees Retirement System of Ohio | 652 | $45.7K | 0.00% | +3+0.5% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 730 | $51.1K | 0.02% | +730 | New |
| Covestor Ltd | 742 | $52.0K | 0.04% | +361+94.8% | Added |
| Umb Bank N A | 744 | $52.1K | 0.00% | +6+0.8% | Added |
| Versant Capital Management, Inc | 760 | $53.2K | 0.01% | +436+134.6% | Added |
| Nisa Investment Advisors, LLC | 774 | $54.2K | 0.00% | +300+63.3% | Added |
| Signaturefd, LLC | 800 | $56.0K | 0.00% | +114+16.6% | Added |
| The PNC Financial Services Group, Inc. | 883 | $61.8K | 0.00% | −236−21.1% | Reduced |
| Parallel Advisors, LLC | 921 | $64.5K | 0.00% | +63+7.3% | Added |
| Los Angeles Capital Management LLC | 930 | $65.1K | 0.00% | −9,989−91.5% | Reduced |
| Advisor Group Holdings, Inc. | 939 | $65.7K | 0.00% | −3,423−78.5% | Reduced |
| Truvestments Capital LLC | 1,117 | $78.2K | 0.01% | +839+301.8% | Added |