| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 2 | $0 | 0.00% | −28,512−100.0% | Reduced |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Y.D. More Investments Ltd | 47 | $27 | 0.00% | −26−35.6% | Reduced |
| WestEnd Advisors, LLC | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $197 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $198 | 0.00% | −129−99.2% | Reduced |
| Kilter Group LLC | 1 | $198 | 0.00% | +1 | New |
| Transce3nd, LLC | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $395 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 2 | $395 | 0.00% | +1+100.0% | Added |
| Tortoise Investment Management, LLC | 2 | $395 | 0.00% | +2 | New |
| Motco | 3 | $562 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3 | $592 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $592 | 0.00% | +1+50.0% | Added |
| UMA Financial Services, Inc. | 3 | $593 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 4 | $790 | 0.00% | +4 | New |
| Clark Wealth Partners | 4 | $790 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $791 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $987 | 0.00% | +3+150.0% | Added |
| Hazlett, Burt & Watson, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Trifecta Capital Advisors, LLC | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $1.19K | 0.00% | +6 | New |
| Stephens Consulting, LLC | 6 | $1.19K | 0.00% | +6 | New |
| Rossby Financial, LCC | 7 | $1.38K | 0.00% | +1+16.7% | Added |
| Rialto Wealth Management, LLC | 7 | $1.38K | 0.00% | +4+133.3% | Added |
| SOA Wealth Advisors, LLC. | 8 | $1.49K | 0.00% | −26−76.5% | Reduced |
| Ameritas Advisory Services, LLC | 8 | $1.58K | 0.00% | −1,169−99.3% | Reduced |
| SJS Investment Consulting Inc. | 8 | $1.58K | 0.00% | −6−42.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 11 | $2.17K | 0.00% | +11 | New |
| Spire Wealth Management | 11 | $2.18K | 0.00% | −1−8.3% | Reduced |
| Addison Advisors LLC | 12 | $2.37K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 12 | $2.37K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $2.46K | 0.00% | +3+30.0% | Added |
| Central Trust Co | 13 | $2.57K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.57K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 15 | $2.96K | 0.00% | +5+50.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 15 | $2.96K | 0.00% | +15 | New |
| HM Payson & Co | 15 | $2.96K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $2.96K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 17 | $3.00K | 0.00% | +4+30.8% | Added |
| Maseco LLP | 16 | $3.17K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 17 | $3.36K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 17 | $3.37K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 20 | $3.95K | 0.00% | −1−4.8% | Reduced |
| Rothschild Investment LLC | 20 | $3.95K | 0.00% | +10+100.0% | Added |
| Whipplewood Advisors, LLC | 22 | $4.34K | 0.00% | −62−73.8% | Reduced |
| Manchester Capital Management LLC | 24 | $4.74K | 0.00% | −354−93.7% | Reduced |
| Bruce G. Allen Investments, LLC | 24 | $4.74K | 0.00% | −4−14.3% | Reduced |
| MV Capital Management, Inc. | 24 | $4.74K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $4.94K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 27 | $5.33K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $5.33K | 0.00% | −14−34.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 29 | $6.07K | 0.00% | +29 | New |
| Grove Bank & Trust | 33 | $6.52K | 0.00% | +2+6.5% | Added |
| Clear Street Markets LLC | 34 | $6.71K | 0.00% | +34 | New |
| Umb Bank N A | 35 | $6.91K | 0.00% | −40−53.3% | Reduced |
| North Capital, Inc. | 45 | $8.89K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 47 | $9.29K | 0.01% | −237−83.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 50 | $9.88K | 0.00% | −892−94.7% | Reduced |
| Larson Financial Group LLC | 50 | $9.97K | 0.00% | +28+127.3% | Added |
| Atlantic Trust, LLC | 51 | $10.1K | 0.00% | −11−17.7% | Reduced |
| Dogwood Wealth Management LLC | 54 | $10.3K | 0.01% | +54 | New |
| Fortitude Family Office, LLC | 53 | $10.5K | 0.00% | +13+32.5% | Added |
| CoreCap Advisors, LLC | 54 | $10.7K | 0.00% | −2−3.6% | Reduced |
| JFS Wealth Advisors, LLC | 55 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $11.1K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 60 | $11.8K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 62 | $12.2K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 68 | $13.5K | 0.01% | +31+83.8% | Added |
| Versant Capital Management, Inc | 73 | $14.4K | 0.00% | +50+217.4% | Added |
| Center for Financial Planning, Inc. | 75 | $14.8K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 77 | $15.2K | 0.00% | +77 | New |
| Massmutual Trust Co FSB | 78 | $15.4K | 0.00% | −14−15.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $16.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 87 | $17.2K | 0.00% | +59+210.7% | Added |
| Smartleaf Asset Management LLC | 90 | $17.7K | 0.00% | −48−34.8% | Reduced |
| Park Square Financial Group, LLC | 94 | $18.6K | 0.01% | −83−46.9% | Reduced |
| Smithfield Trust Co | 95 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 97 | $19.1K | 0.00% | −52−34.9% | Reduced |
| J.Safra Asset Management Corp | 97 | $19.2K | 0.00% | −41−29.7% | Reduced |
| Assetmark, Inc | 98 | $19.4K | 0.00% | −63−39.1% | Reduced |
| Raleigh Capital Management Inc. | 116 | $22.8K | 0.01% | −11−8.7% | Reduced |
| Parallel Advisors, LLC | 118 | $23.3K | 0.00% | +77+187.8% | Added |
| Mid-American Wealth Advisory Group, Inc. | 122 | $24.1K | 0.01% | +122 | New |
| Concord Wealth Partners | 125 | $24.7K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 134 | $26.5K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 139 | $27.0K | 0.00% | +4+3.0% | Added |
| Onefund, LLC | 138 | $27.0K | 0.02% | +138 | New |
| ORG Wealth Partners, LLC | 140 | $27.7K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 146 | $28.0K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 142 | $28.0K | 0.01% | +142 | New |
| REAP Financial Group, LLC | 144 | $28.5K | 0.01% | +95+193.9% | Added |
| Cullen/Frost Bankers, Inc. | 148 | $29.1K | 0.00% | +136+1,133.3% | Added |
| Cromwell Holdings LLC | 166 | $32.8K | 0.02% | +6+3.8% | Added |
| Geneos Wealth Management Inc. | 183 | $36.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 189 | $37.3K | 0.00% | +4+2.2% | Added |
| Jones Financial Companies LLLP | 192 | $37.8K | 0.00% | −116−37.7% | Reduced |
