| Kayne Anderson Rudnick Investment Management LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $92 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $92 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $107 | 0.00% | −2−66.7% | Reduced |
| HFM Investment Advisors, LLC | 2 | $183 | 0.00% | +1+100.0% | Added |
| IMA Wealth, Inc. | 3 | $274 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 3 | $274 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $274 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 3 | $275 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $275 | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 3 | $275 | 0.00% | +2+200.0% | Added |
| Nemes Rush Group LLC | 4 | $365 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $456 | 0.00% | +4+400.0% | Added |
| Fiduciary Advisors, Inc. | 5 | $457 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $457 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $549 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 6 | $549 | 0.00% | +6 | New |
| South State Corp. | 7 | $640 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $640 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $640 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7 | $640 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 8 | $731 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $731 | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 8 | $731 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 8 | $731 | 0.00% | +8 | New |
| Bare Financial Services, Inc | 9 | $822 | 0.00% | −11−55.0% | Reduced |
| Hilton Head Capital Partners, LLC | 10 | $914 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | −5−25.0% | Reduced |
| UMA Financial Services, Inc. | 13 | $1.19K | 0.00% | −5−27.8% | Reduced |
| Manchester Capital Management LLC | 13 | $1.19K | 0.00% | −4−23.5% | Reduced |
| Clearstead Advisors, LLC | 15 | $1.37K | 0.00% | −139−90.3% | Reduced |
| Godfrey Financial Associates, Inc. | 18 | $1.65K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 19 | $1.74K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 21 | $1.92K | 0.00% | −4−16.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 21 | $1.92K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 23 | $2.10K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $2.29K | 0.00% | −1−3.8% | Reduced |
| Basecamp Wealth Advisors LLC | 27 | $2.47K | 0.00% | +13+92.9% | Added |
| JFS Wealth Advisors, LLC | 29 | $2.65K | 0.00% | +4+16.0% | Added |
| Colonial Trust Co | 30 | $2.76K | 0.00% | +4+15.4% | Added |
| Sunbelt Securities, Inc. | 31 | $2.83K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 38 | $3.47K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 38 | $3.47K | 0.00% | +24+171.4% | Added |
| American Capital Advisory, LLC | 40 | $3.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 41 | $3.75K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 41 | $3.75K | 0.00% | +41 | New |
| Private Trust Co NA | 45 | $4.11K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 47 | $4.29K | 0.00% | +47 | New |
| Aster Capital Management (DIFC) Ltd | 57 | $4.35K | 0.00% | +57 | New |
| Golden State Equity Partners | 55 | $5.02K | 0.00% | +55 | New |
| Assetmark, Inc | 57 | $5.22K | 0.00% | −1−1.7% | Reduced |
| Sachetta, LLC | 67 | $6.12K | 0.00% | +36+116.1% | Added |
| Fortitude Family Office, LLC | 75 | $6.85K | 0.00% | +7+10.3% | Added |
| Salem Investment Counselors Inc | 75 | $6.85K | 0.00% | +75 | New |
| CoreCap Advisors, LLC | 80 | $7.31K | 0.00% | −1,600−95.2% | Reduced |
| Optiver Holding B.V. | 82 | $7.49K | 0.00% | −227−73.5% | Reduced |
| Accent Capital Management, LLC | 92 | $8.41K | 0.00% | +92 | New |
| CKW Financial Group | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $9.42K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 109 | $9.96K | 0.00% | −26−19.3% | Reduced |
| Parkside Financial Bank & Trust | 110 | $10.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 119 | $11.0K | 0.01% | −2,348−95.2% | Reduced |
| New England Capital Financial Advisors LLC | 123 | $11.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 125 | $11.4K | 0.00% | −221−63.9% | Reduced |
| Rakuten Securities, Inc. | 137 | $12.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 140 | $12.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 141 | $12.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 151 | $13.8K | 0.00% | +151 | New |
| Keating Financial Advisory Services, Inc. | 155 | $14.2K | 0.00% | +42+37.2% | Added |
| IFP Advisors, Inc | 155 | $14.2K | 0.00% | +91+142.2% | Added |
| Quent Capital, LLC | 172 | $15.7K | 0.00% | +172 | New |
| Tidemark, LLC | 188 | $17.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 198 | $18.1K | 0.00% | −73−26.9% | Reduced |
| Triumph Capital Management | 200 | $18.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 213 | $19.5K | 0.00% | +2+0.9% | Added |
| Creative Financial Designs Inc | 216 | $19.7K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 239 | $21.8K | 0.00% | +186+350.9% | Added |
| WealthCollab, LLC | 241 | $22.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 255 | $23.3K | 0.00% | +173+211.0% | Added |
| Owl Creek Wealth Partners LLC | 268 | $24.5K | 0.01% | +268 | New |
| Harbor Capital Advisors, Inc. | 321 | $29.0K | 0.00% | +106+49.3% | Added |
| Steward Partners Investment Advisory, LLC | 329 | $30.1K | 0.00% | +25+8.2% | Added |
| Smartleaf Asset Management LLC | 359 | $31.3K | 0.00% | −191−34.7% | Reduced |
| Nomura Asset Management Co Ltd | 350 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $36.5K | 0.00% | −300−42.9% | Reduced |
| Strategic Investment Solutions, Inc. | 404 | $36.9K | 0.01% | +404 | New |
| Signature Equity Partners, LLC | 417 | $38.1K | 0.02% | +53+14.6% | Added |
| Versant Capital Management, Inc | 470 | $42.9K | 0.00% | −6−1.3% | Reduced |
| Employees Retirement System of Texas | 497 | $45.0K | 0.00% | +497 | New |
| Essential Partners LLC | 522 | $47.7K | 0.02% | −136−20.7% | Reduced |
| Ronald Blue Trust, Inc. | 590 | $53.9K | 0.00% | −95−13.9% | Reduced |
| MAI Capital Management | 652 | $59.6K | 0.00% | +616+1,711.1% | Added |
| True Wealth Design, LLC | 708 | $64.7K | 0.02% | +497+235.5% | Added |
| Umb Bank N A | 728 | $66.5K | 0.00% | −33−4.3% | Reduced |
| Bessemer Group Inc | 774 | $71.0K | 0.00% | +39+5.3% | Added |
| Parallel Advisors, LLC | 788 | $72.0K | 0.00% | +251+46.7% | Added |
| Transamerica Financial Advisors, Inc. | 839 | $76.7K | 0.01% | +590+236.9% | Added |
| Federation des caisses Desjardins du Quebec | 867 | $79.2K | 0.00% | +800+1,194.0% | Added |
| Public Employees Retirement System of Ohio | 1,049 | $95.8K | 0.00% | +121+13.0% | Added |
