| Cloud Capital Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 1 | $94 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $188 | 0.00% | −1−33.3% | Reduced |
| Abound Wealth Management | 3 | $283 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $376 | 0.00% | +1+33.3% | Added |
| Blue Bell Private Wealth Management, LLC | 4 | $376 | 0.00% | +4 | New |
| Cullen/Frost Bankers, Inc. | 4 | $403 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $565 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $659 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $753 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $847 | 0.00% | +8+800.0% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $926 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $941 | 0.00% | +10 | New |
| Atlantic Trust, LLC | 12 | $1.13K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 15 | $1.41K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 15 | $1.41K | 0.00% | −6−28.6% | Reduced |
| ORG Partners LLC | 20 | $1.88K | 0.00% | +20 | New |
| Fortis Group Advisors, LLC | 24 | $2.26K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $2.54K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 34 | $3.20K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 36 | $3.39K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $3.48K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 38 | $3.58K | 0.00% | +1+2.7% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $3.76K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 50 | $4.71K | 0.00% | +50 | New |
| Gables Capital Management Inc. | 56 | $5.27K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 59 | $5.55K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 64 | $5.99K | 0.00% | +2+3.2% | Added |
| Principal Securities, Inc. | 66 | $6.21K | 0.00% | +36+120.0% | Added |
| Rothschild Investment LLC | 70 | $6.59K | 0.00% | −15−17.6% | Reduced |
| Bare Financial Services, Inc | 74 | $6.96K | 0.00% | +1+1.4% | Added |
| Massmutual Trust Co FSB | 76 | $7.15K | 0.00% | −5−6.2% | Reduced |
| FWL Investment Management, LLC | 80 | $7.53K | 0.00% | +80 | New |
| Capital Analysts, LLC | 87 | $8.00K | 0.00% | +2+2.4% | Added |
| Hemington Wealth Management | 91 | $8.00K | 0.00% | +1+1.1% | Added |
| Anchor Investment Management, LLC | 87 | $8.16K | 0.00% | +2+2.4% | Added |
| Fortitude Family Office, LLC | 94 | $8.85K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $9.41K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $9.41K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 100 | $9.41K | 0.01% | −9,863−99.0% | Reduced |
| Root Financial Partners, LLC | 105 | $9.88K | 0.00% | +105 | New |
| Rise Advisors, LLC | 109 | $10.3K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 110 | $10.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 112 | $10.5K | 0.00% | +92+460.0% | Added |
| Allworth Financial LP | 113 | $10.7K | 0.00% | +31+37.8% | Added |
| Westside Investment Management, Inc. | 141 | $13.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 150 | $14.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 153 | $14.2K | 0.00% | +153 | New |
| Private Trust Co NA | 161 | $15.2K | 0.00% | +11+7.3% | Added |
| Bell Investment Advisors, Inc | 184 | $17.3K | 0.00% | +79+75.2% | Added |
| Umb Bank N A | 187 | $17.6K | 0.00% | +34+22.2% | Added |
| Rakuten Securities, Inc. | 188 | $17.7K | 0.01% | +188 | New |
| Harbour Investments, Inc. | 204 | $19.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 210 | $19.8K | 0.01% | +106+101.9% | Added |
| Leonteq Securities AG | 243 | $22.9K | 0.00% | +167+219.7% | Added |
| Clearstead Advisors, LLC | 244 | $23.0K | 0.00% | +168+221.1% | Added |
| Versant Capital Management, Inc | 247 | $23.2K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 254 | $23.9K | 0.00% | +84+49.4% | Added |
| Bessemer Group Inc | 255 | $24.0K | 0.00% | +74+40.9% | Added |
| Hantz Financial Services, Inc. | 275 | $26.0K | 0.00% | +70+34.1% | Added |
| Gen-Wealth Partners Inc | 284 | $26.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 327 | $30.7K | 0.00% | −66−16.8% | Reduced |
| Signaturefd, LLC | 333 | $31.3K | 0.00% | +29+9.5% | Added |
| Sound Income Strategies, LLC | 350 | $32.0K | 0.00% | +350 | New |
| Ci Investments Inc. | 349 | $33.0K | 0.00% | −408−53.9% | Reduced |
| Nomura Asset Management Co Ltd | 360 | $33.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 383 | $36.0K | 0.00% | +144+60.3% | Added |
| Manchester Capital Management LLC | 400 | $37.6K | 0.01% | +400 | New |
| Huntington National Bank | 404 | $38.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 422 | $40.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 438 | $41.2K | 0.00% | +62+16.5% | Added |
| National Bank of Canada | 447 | $41.7K | 0.00% | +447 | New |
| SRS Capital Advisors, Inc. | 455 | $42.8K | 0.00% | +390+600.0% | Added |
| Capital Advisors, Ltd. LLC | 490 | $46.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 497 | $46.8K | 0.02% | +497 | New |
| Rockefeller Capital Management L.P. | 517 | $48.7K | 0.00% | +517 | New |
| AdvisorNet Financial, Inc | 540 | $50.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 587 | $55.2K | 0.01% | +349+146.6% | Added |
| Johnson Financial Group, Inc. | 600 | $56.5K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 600 | $56.5K | 0.01% | +600 | New |
| Ronald Blue Trust, Inc. | 633 | $59.6K | 0.00% | +24+3.9% | Added |
| Banque Cantonale Vaudoise | 650 | $61.0K | 0.00% | +650 | New |
| Geneos Wealth Management Inc. | 650 | $61.2K | 0.00% | −21−3.1% | Reduced |
| Reyes Financial Architecture, Inc. | 702 | $66.1K | 0.04% | −119−14.5% | Reduced |
| Byrne Asset Management LLC | 706 | $66.4K | 0.04% | +706 | New |
| Ancora Advisors, LLC | 733 | $69.0K | 0.00% | +733 | New |
| Public Employees Retirement System of Ohio | 762 | $71.7K | 0.00% | −72−8.6% | Reduced |
| Missouri Trust & Investment Co | 826 | $77.7K | 0.02% | +826 | New |
| Ameritas Advisory Services, LLC | 850 | $80.0K | 0.01% | −10−1.2% | Reduced |
| Future Financial Wealth Managment LLC | 850 | $80.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 863 | $81.2K | 0.00% | −230−21.0% | Reduced |
| EverSource Wealth Advisors, LLC | 872 | $82.1K | 0.00% | −215−19.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 951 | $89.5K | 0.06% | +951 | New |
| Harbor Capital Advisors, Inc. | 962 | $91.0K | 0.01% | −146−13.2% | Reduced |
| SBI Securities Co., Ltd. | 1,091 | $102.7K | 0.00% | +956+708.1% | Added |
| Smartleaf Asset Management LLC | 1,130 | $108.6K | 0.01% | +108+10.6% | Added |
| Sunbelt Securities, Inc. | 1,195 | $112.5K | 0.01% | +1,195 | New |
| HM Payson & Co | 1,200 | $112.9K | 0.00% | +1,200 | New |
| Steward Partners Investment Advisory, LLC | 1,201 | $113.0K | 0.00% | +1,101+1,101.0% | Added |
| Tower Research Capital LLC (TRC) | 1,244 | $117.1K | 0.00% | −10,213−89.1% | Reduced |
