| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Carroll Financial Associates, Inc. | 2 | $0 | 0.00% | +2 | New |
| Addison Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 1 | $437 | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 1 | $437 | 0.00% | +1 | New |
| Absolute Capital Management, LLC | 1 | $437 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 2 | $1.00K | 0.00% | −170−98.8% | Reduced |
| Prestige Wealth Management Group LLC | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| Pacifica Partners Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 3 | $1.00K | 0.00% | +3 | New |
| Amplius Wealth Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 4 | $1.75K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $2.00K | 0.00% | −1−20.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 5 | $2.00K | 0.00% | +2+66.7% | Added |
| Lee Financial Co | 5 | $2.00K | 0.00% | +5 | New |
| Signet Financial Management, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 6 | $2.62K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $3.00K | 0.00% | +1+16.7% | Added |
| SOA Wealth Advisors, LLC. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 9 | $4.00K | 0.00% | −31−77.5% | Reduced |
| Howe & Rusling Inc | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 9 | $4.00K | 0.00% | +9 | New |
| Blue Bell Private Wealth Management, LLC | 10 | $4.00K | 0.00% | +10 | New |
| MV Capital Management, Inc. | 12 | $5.00K | 0.00% | −1−7.7% | Reduced |
| Carolinas Wealth Consulting LLC | 12 | $5.00K | 0.00% | −1−7.7% | Reduced |
| Versant Capital Management, Inc | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 11 | $5.00K | 0.00% | +11 | New |
| Tortoise Investment Management, LLC | 13 | $6.00K | 0.00% | +13 | New |
| Tilia Fiduciary Partners, Inc. | 14 | $6.00K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 15 | $7.00K | 0.00% | −7−31.8% | Reduced |
| Tarbox Family Office, Inc. | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 18 | $7.00K | 0.00% | +18 | New |
| Valley National Advisers Inc | 24 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 24 | $10.0K | 0.00% | +1+4.3% | Added |
| Glassman Wealth Services | 24 | $10.0K | 0.00% | +8+50.0% | Added |
| Thompson Siegel & Walmsley LLC | 25 | $11.0K | 0.00% | −12−32.4% | Reduced |
| Sageworth Trust Co of South Dakota | 27 | $12.0K | 0.02% | +27 | New |
| TCI Wealth Advisors, Inc. | 29 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 29 | $13.0K | 0.00% | +29 | New |
| IFP Advisors, Inc | 30 | $14.0K | 0.00% | −1−3.2% | Reduced |
| Sargent Bickham Lagudis LLC | 31 | $14.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 33 | $14.0K | 0.00% | +33 | New |
| Clearview Wealth Advisors LLC | 35 | $15.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 35 | $15.0K | 0.00% | +24+218.2% | Added |
| Curi Capital | 36 | $15.0K | 0.00% | +36 | New |
| Covestor Ltd | 35 | $15.0K | 0.02% | +35 | New |
| Peoples Financial Services Corp. | 37 | $16.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $17.0K | 0.00% | +38 | New |
| Quent Capital, LLC | 39 | $17.0K | 0.00% | +39 | New |
| Trust Co of Vermont | 42 | $18.0K | 0.00% | +42 | New |
| Parkside Financial Bank & Trust | 43 | $19.0K | 0.00% | +32+290.9% | Added |
| Farmers & Merchants Investments Inc | 49 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 49 | $21.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 47 | $21.0K | 0.01% | +47 | New |
| C M Bidwell & Associates Ltd | 53 | $23.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 54 | $24.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 56 | $24.0K | 0.00% | +56 | New |
| Delta Asset Management LLC | 57 | $25.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 65 | $28.4K | 0.00% | +6+10.2% | Added |
| Ossiam | 69 | $30.0K | 0.00% | −1,017−93.6% | Reduced |
| Cedar Mountain Advisors, LLC | 68 | $30.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 71 | $31.0K | 0.00% | +3+4.4% | Added |
| Lindbrook Capital, LLC | 74 | $32.0K | 0.00% | +6+8.8% | Added |
| Lazard Asset Management LLC | 77 | $33.0K | 0.00% | −11,934−99.4% | Reduced |
| Caldwell Trust Co | 90 | $39.3K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 91 | $40.0K | 0.01% | −121−57.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $44.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 101 | $44.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 101 | $44.0K | 0.01% | +5+5.2% | Added |
| Canada Pension Plan Investment Board | 102 | $45.0K | 0.00% | −736−87.8% | Reduced |
| Smithfield Trust Co | 105 | $46.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 105 | $46.0K | 0.01% | +15+16.7% | Added |
| Newbridge Financial Services Group, Inc. | 111 | $48.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 114 | $49.0K | 0.00% | +62+119.2% | Added |
| Covington Capital Management | 114 | $50.0K | 0.00% | −71−38.4% | Reduced |
| Atlas Capital Advisors LLC | 115 | $50.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 116 | $51.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 121 | $52.0K | 0.00% | −6−4.7% | Reduced |
| Capital Analysts, LLC | 122 | $53.0K | 0.00% | −352−74.3% | Reduced |
| Ellevest, Inc. | 124 | $54.0K | 0.00% | −50−28.7% | Reduced |
| Tobam | 124 | $54.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 133 | $58.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 141 | $62.0K | 0.04% | −53−27.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 142 | $62.0K | 0.03% | +142 | New |
| National Bank of Canada | 146 | $63.0K | 0.00% | +146 | New |
| MUFG Americas Holdings Corp | 152 | $66.0K | 0.00% | +87+133.8% | Added |
| Point72 Hong Kong Ltd | 162 | $71.0K | 0.01% | −1,826−91.9% | Reduced |
| Fieldpoint Private Securities, LLC | 166 | $73.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 178 | $77.0K | 0.05% | −142−44.4% | Reduced |
| Okabena Investment Services Inc | 182 | $80.0K | 0.03% | +182 | New |
| JFS Wealth Advisors, LLC | 185 | $81.0K | 0.01% | +5+2.8% | Added |