| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $48 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 2 | $94 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $142 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $142 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 4 | $189 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $189 | 0.00% | +4 | New |
| LRI Investments, LLC | 5 | $236 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 10 | $471 | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 10 | $471 | 0.00% | +10 | New |
| Gilpin Wealth Management, LLC | 10 | $472 | 0.00% | −1−9.1% | Reduced |
| Rialto Wealth Management, LLC | 10 | $472 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $613 | 0.00% | +8+160.0% | Added |
| Prestige Wealth Management Group LLC | 13 | $615 | 0.00% | +7+116.7% | Added |
| Zions Bancorporation, National Association | 14 | $660 | 0.00% | +14 | New |
| Ankerstar Wealth, LLC | 14 | $662 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 15 | $707 | 0.00% | +15 | New |
| Clearstead Advisors, LLC | 15 | $708 | 0.00% | +12+400.0% | Added |
| Assetmark, Inc | 16 | $754 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $754 | 0.00% | +4+33.3% | Added |
| SJS Investment Consulting Inc. | 17 | $802 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 18 | $848 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 19 | $895 | 0.00% | +19 | New |
| JPL Wealth Management, LLC | 20 | $943 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.08K | 0.00% | +1+4.5% | Added |
| Plante Moran Financial Advisors, LLC | 24 | $1.13K | 0.00% | +24 | New |
| Manning & Napier Advisors LLC | 25 | $1.18K | 0.00% | +25 | New |
| Compass Financial Management LLC | 29 | $1.37K | 0.00% | +29 | New |
| Kilter Group LLC | 30 | $1.41K | 0.00% | −8−21.1% | Reduced |
| Creative Capital Management Investments LLC | 30 | $1.41K | 0.00% | +30 | New |
| WPG Advisers, LLC | 31 | $1.46K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 32 | $1.51K | 0.00% | +32 | New |
| True Wealth Design, LLC | 33 | $1.56K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $1.60K | 0.00% | −6−15.0% | Reduced |
| Geneos Wealth Management Inc. | 36 | $1.70K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 50 | $2.36K | 0.00% | +50 | New |
| Hughes Financial Services, LLC | 50 | $2.36K | 0.00% | +50 | New |
| Darwin Advisors, LLC | 52 | $2.48K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 54 | $2.54K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 54 | $2.55K | 0.00% | +54 | New |
| Global Retirement Partners, LLC | 56 | $2.64K | 0.00% | +56 | New |
| Fortitude Family Office, LLC | 58 | $2.73K | 0.00% | −6−9.4% | Reduced |
| Fulcrum Asset Management LLP | 65 | $3.05K | 0.00% | +65 | New |
| Bell Investment Advisors, Inc | 65 | $3.06K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 69 | $3.20K | 0.00% | +69 | New |
| Godfrey Financial Associates, Inc. | 68 | $3.21K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 69 | $3.27K | 0.00% | −19−21.6% | Reduced |
| Parkside Financial Bank & Trust | 71 | $3.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $3.54K | 0.00% | +19+33.9% | Added |
| Private Wealth Management Group, LLC | 82 | $3.87K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 89 | $4.20K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 91 | $4.29K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 97 | $4.57K | 0.00% | +10+11.5% | Added |
| Allworth Financial LP | 110 | $5.18K | 0.00% | −20−15.4% | Reduced |
| Private Trust Co NA | 111 | $5.23K | 0.00% | −12−9.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 116 | $5.47K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 118 | $5.56K | 0.00% | −15−11.3% | Reduced |
| IFP Advisors, Inc | 120 | $5.66K | 0.00% | −11−8.4% | Reduced |
| Parallel Advisors, LLC | 129 | $6.08K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 131 | $6.17K | 0.00% | −282−68.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 149 | $7.02K | 0.00% | −1−0.7% | Reduced |
| Essential Partners LLC | 172 | $8.11K | 0.00% | −3−1.7% | Reduced |
| J.Safra Asset Management Corp | 199 | $9.38K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $9.43K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 241 | $11.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 264 | $12.0K | 0.01% | +181+218.1% | Added |
| Bare Financial Services, Inc | 272 | $12.8K | 0.00% | +60+28.3% | Added |
| GWM Advisors LLC | 300 | $14.1K | 0.00% | −35−10.4% | Reduced |
| North Star Investment Management Corp. | 300 | $14.1K | 0.00% | +300 | New |
| UMA Financial Services, Inc. | 339 | $16.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 357 | $16.8K | 0.00% | 00.0% | Unchanged |
| Trust Co | 360 | $17.0K | 0.00% | +353+5,042.9% | Added |
| MCF Advisors LLC | 361 | $17.1K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 376 | $17.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 378 | $17.8K | 0.00% | −19−4.8% | Reduced |
| Dunhill Financial, LLC | 400 | $18.9K | 0.00% | −1−0.2% | Reduced |
| Salomon & Ludwin, LLC | 482 | $22.8K | 0.00% | −332−40.8% | Reduced |
| Farther Finance Advisors, LLC | 484 | $22.8K | 0.00% | −87−15.2% | Reduced |
| EverSource Wealth Advisors, LLC | 589 | $27.8K | 0.00% | −332−36.0% | Reduced |
| STRS Ohio | 600 | $28.3K | 0.00% | −700−53.8% | Reduced |
| Optiver Holding B.V. | 623 | $29.4K | 0.00% | +623 | New |
| Smartleaf Asset Management LLC | 648 | $30.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 682 | $32.2K | 0.00% | +174+34.3% | Added |
| Harbor Capital Advisors, Inc. | 737 | $35.0K | 0.00% | −88−10.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 812 | $38.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 924 | $43.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 960 | $45.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,004 | $47.3K | 0.00% | +34+3.5% | Added |
| State of Wyoming | 1,161 | $54.7K | 0.01% | +1,161 | New |
| Nisa Investment Advisors, LLC | 1,266 | $59.9K | 0.00% | +154+13.8% | Added |
| Bryn Mawr Trust Co | 1,300 | $61.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,316 | $62.0K | 0.00% | −892−40.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,317 | $62.1K | 0.01% | +9+0.7% | Added |
| Huntington National Bank | 1,355 | $63.9K | 0.00% | +148+12.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,371 | $64.6K | 0.01% | +1,371 | New |
| KBC Group NV | 2,013 | $95.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,152 | $101.4K | 0.01% | −188−8.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,198 | $103.6K | 0.00% | +529+31.7% | Added |
