| Clear Street Group Inc. | 43,520 | $0 | 0.00% | +43,520 | New |
| Huntington National Bank | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $119 | 0.00% | −50−96.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $416 | 0.00% | +7 | New |
| Bare Financial Services, Inc | 7 | $416 | 0.00% | +7 | New |
| Marshall Investment Management, LLC | 7 | $416 | 0.00% | +7 | New |
| Westfuller Advisors, LLC | 11 | $632 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $714 | 0.00% | +9+300.0% | Added |
| LRI Investments, LLC | 12 | $714 | 0.00% | +12 | New |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18 | $1.07K | 0.00% | +6+50.0% | Added |
| Essential Partners LLC | 20 | $1.19K | 0.00% | +20 | New |
| Harbor Investment Advisory, LLC | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 23 | $1.37K | 0.00% | +23 | New |
| McGuire Capital Advisors Inc | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 27 | $1.60K | 0.00% | +27 | New |
| Silver Grove Financial Group, Inc. | 29 | $1.72K | 0.00% | +29 | New |
| SHP Wealth Management | 34 | $2.02K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 36 | $2.14K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 36 | $2.14K | 0.00% | +6+20.0% | Added |
| Princeton Global Asset Management LLC | 36 | $2.14K | 0.00% | +36 | New |
| Vermillion Wealth Management, Inc. | 39 | $2.32K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $2.57K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 45 | $2.68K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 45 | $2.68K | 0.00% | +10+28.6% | Added |
| BOK Financial Private Wealth, Inc. | 47 | $2.79K | 0.00% | +47 | New |
| Parkside Financial Bank & Trust | 49 | $2.91K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 49 | $2.91K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 50 | $2.97K | 0.00% | −609−92.4% | Reduced |
| Sunrise Financial Services, LLC | 50 | $2.97K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 57 | $3.00K | 0.00% | −43,420−99.9% | Reduced |
| ZRC Wealth Management, LLC | 52 | $3.09K | 0.00% | +52 | New |
| Crewe Advisors LLC | 53 | $3.15K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 56 | $3.31K | 0.00% | +9+19.1% | Added |
| Kilter Group LLC | 59 | $3.51K | 0.00% | +6+11.3% | Added |
| Birchwood Financial Partners, Inc. | 61 | $3.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 62 | $3.69K | 0.00% | +17+37.8% | Added |
| Raffa Wealth Management, LLC | 65 | $3.87K | 0.00% | +13+25.0% | Added |
| Park Place Capital Corp | 68 | $4.04K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 70 | $4.16K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 78 | $4.64K | 0.00% | +21+36.8% | Added |
| LGT Financial Advisors LLC | 79 | $4.68K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $4.76K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 83 | $4.93K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 85 | $5.05K | 0.00% | −35−29.2% | Reduced |
| Asset Dedication, LLC | 86 | $5.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 89 | $5.29K | 0.00% | +50+128.2% | Added |
| Adirondack Trust Co | 97 | $5.77K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 112 | $6.52K | 0.00% | −7−5.9% | Reduced |
| Plato Investment Management Ltd | 117 | $6.92K | 0.00% | +28+31.5% | Added |
| JFS Wealth Advisors, LLC | 118 | $7.02K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 121 | $7.20K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 125 | $7.43K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 125 | $7.43K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 134 | $7.97K | 0.00% | +134 | New |
| Clal Insurance Enterprises Holdings Ltd | 138 | $8.00K | 0.00% | −26−15.9% | Reduced |
| Sterling Capital Management LLC | 150 | $8.92K | 0.00% | +150 | New |
| Medallion Wealth Advisors, LLC | 160 | $9.51K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 171 | $10.2K | 0.00% | +116+210.9% | Added |
| UMA Financial Services, Inc. | 171 | $10.2K | 0.00% | +9+5.6% | Added |
| Community Bank, N.A. | 180 | $10.7K | 0.00% | +180 | New |
| Action Point Financial Planning, LLC | 189 | $11.1K | 0.00% | +189 | New |
| N.E.W. Advisory Services LLC | 188 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 194 | $11.5K | 0.00% | +8+4.3% | Added |
| Entrust Financial LLC | 197 | $11.7K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 215 | $12.8K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 228 | $13.6K | 0.00% | −173−43.1% | Reduced |
| Capital Analysts, LLC | 243 | $14.0K | 0.00% | −120−33.1% | Reduced |
| Silicon Valley Capital Partners | 236 | $14.0K | 0.00% | +1+0.4% | Added |
| Eastern Bank | 245 | $14.6K | 0.00% | +245 | New |
| IFP Advisors, Inc | 248 | $14.7K | 0.00% | +69+38.5% | Added |
| Colonial Trust Advisors | 256 | $15.2K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 257 | $15.3K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 275 | $16.4K | 0.00% | −181−39.7% | Reduced |
| Bessemer Group Inc | 283 | $17.0K | 0.00% | +42+17.4% | Added |
| Central Pacific Bank - Trust Division | 300 | $17.8K | 0.00% | −85−22.1% | Reduced |
| First Command Advisory Services, Inc. | 300 | $17.8K | 0.00% | +300 | New |
| Measured Wealth Private Client Group, LLC | 311 | $18.5K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 313 | $18.6K | 0.00% | +107+51.9% | Added |
| Nisa Investment Advisors, LLC | 314 | $18.7K | 0.00% | +9+3.0% | Added |
| TD Capital Management LLC | 322 | $19.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 322 | $19.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 361 | $21.5K | 0.00% | −3−0.8% | Reduced |
| City Holding Co | 381 | $22.6K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 400 | $23.8K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 443 | $26.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 446 | $26.5K | 0.00% | −25−5.3% | Reduced |
| Zions Bancorporation, National Association | 464 | $27.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 468 | $27.8K | 0.00% | −1−0.2% | Reduced |
| Atlas Capital Advisors LLC | 473 | $28.1K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 474 | $28.2K | 0.01% | +474 | New |
| Ares Financial Consulting, LLC | 475 | $28.2K | 0.02% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 480 | $28.5K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 500 | $29.7K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 500 | $29.7K | 0.00% | −100−16.7% | Reduced |
| IFG Advisory, LLC | 500 | $29.7K | 0.00% | +500 | New |
| Synergy Investment Management, LLC | 502 | $29.9K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 530 | $31.5K | 0.00% | 00.0% | Unchanged |