| TFC Financial Management | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $121 | 0.00% | +1 | New |
| New Millennium Group LLC | 1 | $121 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $121 | 0.00% | +1 | New |
| Legacy Wealth Managment, LLC | 3 | $363 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $363 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $363 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $363 | 0.00% | +2+200.0% | Added |
| Beaird Harris Wealth Management, LLC | 3 | $363 | 0.00% | +3 | New |
| Central Trust Co | 4 | $484 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $484 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $605 | 0.00% | −2−28.6% | Reduced |
| Valued Wealth Advisors LLC | 5 | $605 | 0.00% | +1+25.0% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $605 | 0.00% | +1+25.0% | Added |
| Cromwell Holdings LLC | 6 | $726 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $847 | 0.00% | −1−12.5% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 8 | $968 | 0.00% | −1−11.1% | Reduced |
| Cloud Capital Management, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Medallion Wealth Advisors, LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10 | $1.21K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 13 | $1.57K | 0.00% | −70−84.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $1.77K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 17 | $2.06K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $2.06K | 0.00% | +2+13.3% | Added |
| Bayforest Capital Ltd | 19 | $2.30K | 0.00% | −6,631−99.7% | Reduced |
| MPWM Advisory Solutions, LLC | 19 | $2.30K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 20 | $2.42K | 0.00% | +20 | New |
| Bare Financial Services, Inc | 23 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $2.90K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 25 | $3.02K | 0.00% | +25 | New |
| PFS Partners, LLC | 26 | $3.15K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $3.27K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $3.63K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 33 | $3.99K | 0.00% | +33 | New |
| LRI Investments, LLC | 34 | $4.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $4.24K | 0.00% | +14+66.7% | Added |
| CIBC Private Wealth Group, LLC | 38 | $4.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 41 | $4.64K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 39 | $4.72K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 39 | $4.72K | 0.00% | +5+14.7% | Added |
| Farmers & Merchants Investments Inc | 47 | $5.69K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 52 | $6.29K | 0.00% | −1,556−96.8% | Reduced |
| Wolff Wiese Magana LLC | 55 | $6.66K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 57 | $6.90K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 60 | $7.00K | 0.00% | +60 | New |
| Advisors Asset Management, Inc. | 91 | $7.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 63 | $7.62K | 0.00% | +1+1.6% | Added |
| Cetera Trust Company, N.A | 66 | $7.99K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 68 | $8.23K | 0.00% | −18−20.9% | Reduced |
| Private Wealth Management Group, LLC | 68 | $8.23K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 90 | $10.9K | 0.00% | +90 | New |
| Matrix Trust Co | 95 | $11.0K | 0.00% | −20−17.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 93 | $11.3K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 100 | $12.1K | 0.00% | −17,600−99.4% | Reduced |
| SBI Securities Co., Ltd. | 101 | $12.2K | 0.00% | −6−5.6% | Reduced |
| Rise Advisors, LLC | 109 | $13.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 113 | $13.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 121 | $14.0K | 0.00% | +1+0.8% | Added |
| Atlantic Trust, LLC | 116 | $14.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 117 | $14.2K | 0.00% | −378−76.4% | Reduced |
| Bell Investment Advisors, Inc | 122 | $14.8K | 0.00% | −49−28.7% | Reduced |
| TD Waterhouse Canada Inc. | 142 | $17.3K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 155 | $18.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 159 | $19.2K | 0.00% | −4−2.5% | Reduced |
| Altshuler Shaham Ltd | 172 | $20.8K | 0.00% | +25+17.0% | Added |
| Golden State Wealth Management, LLC | 179 | $21.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 186 | $22.6K | 0.00% | +93+100.0% | Added |
| HHM Wealth Advisors, LLC | 200 | $24.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 208 | $25.2K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 218 | $26.4K | 0.00% | +218 | New |
| Winnow Wealth LLC | 219 | $26.5K | 0.02% | +219 | New |
| BOK Financial Private Wealth, Inc. | 220 | $26.6K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 289 | $30.3K | 0.01% | −1,152−79.9% | Reduced |
| Manchester Capital Management LLC | 255 | $30.9K | 0.00% | +255 | New |
| Advisory Services Network, LLC | 260 | $31.5K | 0.00% | +260 | New |
| Farther Finance Advisors, LLC | 266 | $32.2K | 0.00% | +45+20.4% | Added |
| Brown Brothers Harriman & Co | 272 | $32.9K | 0.00% | −4−1.4% | Reduced |
| Quarry LP | 273 | $33.0K | 0.01% | +273 | New |
| MAI Capital Management | 286 | $34.6K | 0.00% | −252−46.8% | Reduced |
| Deseret Mutual Benefit Administrators | 295 | $35.7K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $36.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 329 | $39.8K | 0.03% | −1−0.3% | Reduced |
| Smartleaf Asset Management LLC | 337 | $40.6K | 0.00% | +211+167.5% | Added |
| Ci Investments Inc. | 344 | $42.0K | 0.00% | +54+18.6% | Added |
| Danske Bank A/S | 400 | $48.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 400 | $48.4K | 0.00% | +400 | New |
| CoreFirst Bank & Trust | 483 | $58.4K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $60.5K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 546 | $66.1K | 0.00% | −1,991−78.5% | Reduced |
| Versant Capital Management, Inc | 546 | $66.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 567 | $69.0K | 0.00% | +287+102.5% | Added |
| DekaBank Deutsche Girozentrale | 585 | $70.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 577 | $70.0K | 0.00% | +19+3.4% | Added |
| PEAK6 LLC | 623 | $75.4K | 0.00% | +623 | New |
| Mirae Asset Global Investments Co., Ltd. | 634 | $76.7K | 0.00% | −187−22.8% | Reduced |