| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Cullen/Frost Bankers, Inc. | 0 | $4 | 0.00% | 0 | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $99 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $100 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2 | $198 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $265 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $298 | 0.00% | −1−25.0% | Reduced |
| LRI Investments, LLC | 3 | $298 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $397 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 5 | $496 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $497 | 0.00% | +4+400.0% | Added |
| Torren Management, LLC | 5 | $500 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $596 | 0.00% | +1+20.0% | Added |
| International Assets Investment Management, LLC | 7 | $693 | 0.00% | +4+133.3% | Added |
| Bruce G. Allen Investments, LLC | 7 | $694 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $794 | 0.00% | +2+33.3% | Added |
| SHP Wealth Management | 9 | $893 | 0.00% | +1+12.5% | Added |
| Marquette Asset Management, LLC | 9 | $893 | 0.00% | +9 | New |
| Creative Capital Management Investments LLC | 9 | $893 | 0.00% | +9 | New |
| SBI Securities Co., Ltd. | 10 | $992 | 0.00% | −20−66.7% | Reduced |
| Zions Bancorporation, National Association | 10 | $992 | 0.00% | +4+66.7% | Added |
| Action Point Financial Planning, LLC | 12 | $1.09K | 0.00% | +12 | New |
| Kilter Group LLC | 12 | $1.19K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14 | $1.39K | 0.00% | −6−30.0% | Reduced |
| Ronald Blue Trust, Inc. | 14 | $1.39K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 15 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $1.69K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.79K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 18 | $1.79K | 0.00% | +18 | New |
| Northwestern Mutual Wealth Management Co | 19 | $1.89K | 0.00% | −14−42.4% | Reduced |
| Silver Grove Financial Group, Inc. | 24 | $2.38K | 0.00% | +24 | New |
| Valued Wealth Advisors LLC | 24 | $2.38K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 25 | $2.48K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 30 | $2.98K | 0.00% | −1−3.2% | Reduced |
| WPG Advisers, LLC | 30 | $2.98K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 30 | $2.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $3.00K | 0.00% | +5+14.7% | Added |
| Fortitude Family Office, LLC | 31 | $3.08K | 0.00% | +8+34.8% | Added |
| Keating Financial Advisory Services, Inc. | 34 | $3.37K | 0.00% | +2+6.3% | Added |
| Manning & Napier Advisors LLC | 38 | $3.61K | 0.00% | +33+660.0% | Added |
| Assetmark, Inc | 39 | $3.87K | 0.00% | −881−95.8% | Reduced |
| Eastern Bank | 40 | $3.97K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $4.17K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 42 | $4.17K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 45 | $4.46K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $4.47K | 0.00% | +6+15.4% | Added |
| Fulcrum Asset Management LLP | 50 | $4.75K | 0.00% | +50 | New |
| Massmutual Trust Co FSB | 52 | $5.16K | 0.00% | −15−22.4% | Reduced |
| Clearstead Advisors, LLC | 53 | $5.26K | 0.00% | +43+430.0% | Added |
| Fairscale Capital, LLC | 58 | $5.75K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 63 | $6.25K | 0.00% | +13+26.0% | Added |
| Measured Wealth Private Client Group, LLC | 67 | $6.65K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 67 | $6.65K | 0.00% | +16+31.4% | Added |
| Freestone Grove Partners LP | 72 | $7.14K | 0.00% | −114,038−99.9% | Reduced |
| Key Financial Inc | 77 | $7.64K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 79 | $7.84K | 0.00% | +79 | New |
| Bell Investment Advisors, Inc | 81 | $8.04K | 0.00% | −4−4.7% | Reduced |
| Global Retirement Partners, LLC | 87 | $8.63K | 0.00% | +87 | New |
| Brown Brothers Harriman & Co | 90 | $8.93K | 0.00% | −56−38.4% | Reduced |
| Private Trust Co NA | 90 | $8.93K | 0.00% | −17−15.9% | Reduced |
| Danske Bank A/S | 100 | $9.92K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 100 | $9.92K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 107 | $10.6K | 0.00% | +75+234.4% | Added |
| EverSource Wealth Advisors, LLC | 132 | $13.1K | 0.00% | −10−7.0% | Reduced |
| Optiver Holding B.V. | 135 | $13.4K | 0.00% | +68+101.5% | Added |
| WealthCollab, LLC | 142 | $14.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 150 | $14.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 149 | $14.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 153 | $15.2K | 0.00% | +13+9.3% | Added |
| Nomura Asset Management Co Ltd | 160 | $15.9K | 0.00% | −180−52.9% | Reduced |
| Allworth Financial LP | 177 | $17.6K | 0.00% | +74+71.8% | Added |
| Essential Partners LLC | 194 | $19.2K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 195 | $19.3K | 0.00% | −24−11.0% | Reduced |
| Westside Investment Management, Inc. | 200 | $19.8K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 205 | $20.3K | 0.01% | +205 | New |
| Global X Japan Co., Ltd. | 207 | $20.5K | 0.00% | +56+37.1% | Added |
| Bessemer Group Inc | 217 | $22.0K | 0.00% | +55+34.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 371 | $36.8K | 0.00% | −47−11.2% | Reduced |
| Nisa Investment Advisors, LLC | 425 | $42.2K | 0.00% | +54+14.6% | Added |
| Bayforest Capital Ltd | 522 | $51.8K | 0.05% | +522 | New |
| PEAK6 LLC | 534 | $53.0K | 0.00% | −5,144−90.6% | Reduced |
| Sterling Capital Management LLC | 542 | $53.8K | 0.00% | −369−40.5% | Reduced |
| Covestor Ltd | 554 | $55.0K | 0.03% | −281−33.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 579 | $57.0K | 0.00% | +579 | New |
| Versant Capital Management, Inc | 581 | $57.6K | 0.01% | +215+58.7% | Added |
| Simplex Trading, LLC | 593 | $58.8K | 0.00% | +593 | New |
| Umb Bank N A | 649 | $64.4K | 0.00% | +20+3.2% | Added |
| GAMMA Investing LLC | 692 | $68.7K | 0.00% | +49+7.6% | Added |
| Hantz Financial Services, Inc. | 697 | $69.0K | 0.00% | +184+35.9% | Added |
| Vestcor Inc | 713 | $71.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 720 | $71.4K | 0.01% | +720 | New |
| Parkside Financial Bank & Trust | 801 | $79.5K | 0.01% | −49−5.8% | Reduced |
| CX Institutional | 816 | $81.0K | 0.00% | +31+3.9% | Added |
| Caitlin John, LLC | 827 | $82.1K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 963 | $96.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 991 | $98.3K | 0.00% | −16−1.6% | Reduced |
