| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Ameritas Advisory Services, LLC | 0 | $4 | 0.00% | 0 | New |
| Measured Wealth Private Client Group, LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| Freestone Grove Partners LP | 1 | $124 | 0.00% | −5,793−100.0% | Reduced |
| Lazard Asset Management LLC | 1 | $124 | 0.00% | +1 | New |
| Motco | 1 | $124 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $124 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $124 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $124 | 0.00% | +1 | New |
| LRI Investments, LLC | 2 | $248 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $373 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $373 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $580 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 5 | $621 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $621 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $634 | 0.00% | +1+25.0% | Added |
| Cornerstone Planning Group LLC | 6 | $724 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $745 | 0.00% | +4+200.0% | Added |
| Raffa Wealth Management, LLC | 6 | $745 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $746 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $870 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $870 | 0.00% | 00.0% | Unchanged |
| Trust Co | 7 | $870 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $994 | 0.00% | +4+100.0% | Added |
| SHP Wealth Management | 10 | $1.24K | 0.00% | +10 | New |
| Creative Capital Management Investments LLC | 10 | $1.24K | 0.00% | +10 | New |
| MV Capital Management, Inc. | 11 | $1.37K | 0.00% | −1−8.3% | Reduced |
| Silicon Valley Capital Partners | 12 | $1.49K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 18 | $1.99K | 0.00% | +18 | New |
| International Assets Investment Management, LLC | 16 | $2.03K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 18 | $2.24K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 19 | $2.36K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $2.48K | 0.00% | +20 | New |
| Ronald Blue Trust, Inc. | 21 | $2.61K | 0.00% | −1−4.5% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $2.73K | 0.00% | +3+15.8% | Added |
| Avion Wealth | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 26 | $3.23K | 0.00% | +4+18.2% | Added |
| Kilter Group LLC | 26 | $3.23K | 0.00% | +7+36.8% | Added |
| Harbour Investments, Inc. | 28 | $3.45K | 0.00% | −8−22.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 28 | $3.48K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $3.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $4.10K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 33 | $4.10K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 34 | $4.22K | 0.00% | +27+385.7% | Added |
| Rialto Wealth Management, LLC | 37 | $4.60K | 0.00% | +24+184.6% | Added |
| Transamerica Financial Advisors, Inc. | 38 | $4.72K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 38 | $4.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $5.71K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 48 | $5.96K | 0.00% | +39+433.3% | Added |
| Atlantic Trust, LLC | 49 | $6.09K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 50 | $6.21K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 50 | $6.21K | 0.00% | +50 | New |
| Sachetta, LLC | 52 | $6.46K | 0.00% | +8+18.2% | Added |
| IFP Advisors, Inc | 53 | $6.58K | 0.00% | +2+3.9% | Added |
| WPG Advisers, LLC | 59 | $7.33K | 0.00% | +59 | New |
| Zions Bancorporation, National Association | 60 | $7.45K | 0.00% | +31+106.9% | Added |
| Westside Investment Management, Inc. | 62 | $7.70K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 64 | $7.95K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 65 | $8.07K | 0.00% | 00.0% | Unchanged |
| Ossiam | 68 | $8.45K | 0.00% | +68 | New |
| Rothschild Investment LLC | 71 | $8.82K | 0.00% | −13−15.5% | Reduced |
| Essential Partners LLC | 80 | $9.94K | 0.00% | −92−53.5% | Reduced |
| SBI Securities Co., Ltd. | 82 | $10.2K | 0.00% | −4−4.7% | Reduced |
| Leonteq Securities AG | 86 | $10.7K | 0.00% | +38+79.2% | Added |
| Basecamp Wealth Advisors LLC | 87 | $10.8K | 0.00% | +71+443.8% | Added |
| Acumen Wealth Advisors, LLC | 88 | $10.9K | 0.00% | −24−21.4% | Reduced |
| Owl Creek Wealth Partners LLC | 95 | $11.8K | 0.00% | +10+11.8% | Added |
| Anchor Investment Management, LLC | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 103 | $12.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $14.0K | 0.01% | −628−84.6% | Reduced |
| Contravisory Investment Management, Inc. | 121 | $15.0K | 0.00% | +121 | New |
| Optiver Holding B.V. | 124 | $15.4K | 0.00% | −139−52.9% | Reduced |
| Fortitude Family Office, LLC | 136 | $16.9K | 0.00% | +109+403.7% | Added |
| Bessemer Group Inc | 152 | $18.0K | 0.00% | −58−27.6% | Reduced |
| Ares Systematic Credit Ltd | 148 | $18.4K | 0.01% | −8,285−98.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 150 | $18.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 153 | $19.0K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 165 | $20.5K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 166 | $21.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 176 | $21.9K | 0.00% | +1+0.6% | Added |
| 1620 Investment Advisors, Inc. | 178 | $22.1K | 0.01% | −36−16.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 187 | $23.2K | 0.00% | +87+87.0% | Added |
| CoreCap Advisors, LLC | 200 | $24.8K | 0.00% | +200 | New |
| EverSource Wealth Advisors, LLC | 202 | $25.1K | 0.00% | −72−26.3% | Reduced |
| Los Angeles Capital Management LLC | 208 | $25.8K | 0.00% | −722−77.6% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $27.3K | 0.00% | −220−50.0% | Reduced |
| Quarry LP | 240 | $29.8K | 0.00% | +207+627.3% | Added |
| Farther Finance Advisors, LLC | 256 | $31.5K | 0.00% | −6−2.3% | Reduced |
| Allworth Financial LP | 267 | $33.2K | 0.00% | +35+15.1% | Added |
| HighMark Wealth Management LLC | 269 | $33.4K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 297 | $36.9K | 0.00% | −15−4.8% | Reduced |
| 1 North Wealth Services LLC | 300 | $37.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 357 | $44.4K | 0.00% | −10−2.7% | Reduced |
| Advisors Asset Management, Inc. | 377 | $46.8K | 0.00% | −36−8.7% | Reduced |
| Clear Street Markets LLC | 451 | $56.0K | 0.01% | +451 | New |
| Global Retirement Partners, LLC | 489 | $60.7K | 0.00% | +489 | New |
| State of Wyoming | 524 | $65.1K | 0.01% | +524 | New |
| Federation des caisses Desjardins du Quebec | 530 | $65.8K | 0.00% | 00.0% | Unchanged |