| JTC Employer Solutions Trusteee Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 0 | $7 | 0.00% | −140−100.0% | Reduced |
| Thompson Investment Management, Inc. | 3 | $97 | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $247 | 0.00% | +1 | Added |
| Larson Financial Group LLC | 2 | $356 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $356 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $356 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $357 | 0.00% | −6−75.0% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $535 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4 | $703 | 0.00% | +4 | New |
| Rothschild Investment LLC | 4 | $713 | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 4 | $713 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 4 | $767 | 0.00% | +4 | New |
| Storebrand Asset Management AS | 5 | $891 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5 | $950 | 0.00% | +5 | New |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 6 | $1.07K | 0.00% | −16−72.7% | Reduced |
| Perritt Capital Management Inc | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 9 | $1.60K | 0.00% | −2−18.2% | Reduced |
| Sound Income Strategies, LLC | 10 | $1.78K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 11 | $1.96K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 13 | $2.16K | 0.00% | +13 | New |
| Continuum Advisory, LLC | 14 | $2.54K | 0.00% | +14 | New |
| WealthCollab, LLC | 16 | $2.85K | 0.00% | +16 | New |
| RFP Financial Group LLC | 17 | $3.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $3.21K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18 | $3.21K | 0.00% | +18 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $3.56K | 0.00% | −2,708−99.3% | Reduced |
| Harbor Investment Advisory, LLC | 21 | $3.74K | 0.00% | +21 | New |
| Private Wealth Management Group, LLC | 21 | $3.74K | 0.00% | +4+23.5% | Added |
| ICA Group Wealth Management, LLC | 27 | $4.81K | 0.00% | −1−3.6% | Reduced |
| Spire Wealth Management | 28 | $4.99K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 33 | $5.88K | 0.00% | +33 | New |
| Massmutual Trust Co FSB | 35 | $6.24K | 0.00% | +20+133.3% | Added |
| Hexagon Capital Partners LLC | 37 | $6.59K | 0.00% | +15+68.2% | Added |
| Wetzel Investment Advisors, Inc. | 43 | $7.68K | 0.00% | +12+38.7% | Added |
| Rosenberg Matthew Hamilton | 44 | $7.82K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 46 | $8.20K | 0.00% | +46 | New |
| Gen-Wealth Partners Inc | 46 | $8.20K | 0.00% | +46 | New |
| ClariVest Asset Management LLC | 47 | $8.38K | 0.00% | +7+17.5% | Added |
| AdvisorNet Financial, Inc | 49 | $8.73K | 0.00% | −14−22.2% | Reduced |
| Rakuten Securities, Inc. | 50 | $8.91K | 0.00% | −2−3.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 57 | $10.2K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 60 | $10.7K | 0.00% | −1,054−94.6% | Reduced |
| LGT Financial Advisors LLC | 70 | $12.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 87 | $15.5K | 0.01% | +87 | New |
| Centerpoint Advisors, LLC | 88 | $16.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 102 | $18.2K | 0.00% | −35−25.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 108 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 107 | $19.1K | 0.00% | −2−1.8% | Reduced |
| IFP Advisors, Inc | 114 | $20.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 114 | $20.3K | 0.00% | +114 | New |
| CBIZ Investment Advisory Services, LLC | 120 | $21.4K | 0.00% | +120 | New |
| GAMMA Investing LLC | 126 | $22.5K | 0.00% | +16+14.5% | Added |
| Allworth Financial LP | 127 | $22.6K | 0.00% | −14−9.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 150 | $26.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 150 | $26.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 150 | $26.9K | 0.00% | −583−79.5% | Reduced |
| Institutional & Family Asset Management, LLC | 159 | $28.3K | 0.00% | +2+1.3% | Added |
| Huntington National Bank | 165 | $29.4K | 0.00% | −5−2.9% | Reduced |
| Armstrong Advisory Group, Inc | 184 | $30.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 172 | $30.7K | 0.02% | +172 | New |
| Bell Investment Advisors, Inc | 177 | $31.5K | 0.01% | +7+4.1% | Added |
| Adams Natural Resources Fund, Inc. | 225 | $40.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 226 | $40.3K | 0.00% | −180−44.3% | Reduced |
| FinTrust Capital Advisors, LLC | 236 | $42.1K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 259 | $46.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 268 | $47.8K | 0.02% | +189+239.2% | Added |
| Nomura Asset Management Co Ltd | 270 | $48.1K | 0.00% | +270 | New |
| SRS Capital Advisors, Inc. | 299 | $53.3K | 0.01% | +6+2.0% | Added |
| Spirit of America Management Corp | 300 | $53.5K | 0.01% | +300 | New |
| Signaturefd, LLC | 302 | $53.8K | 0.00% | +86+39.8% | Added |
| Lindbrook Capital, LLC | 314 | $56.0K | 0.01% | +9+3.0% | Added |
| Banque Cantonale Vaudoise | 386 | $69.0K | 0.00% | 00.0% | Unchanged |
| Viking Fund Management LLC | 400 | $71.3K | 0.01% | +50+14.3% | Added |
| DekaBank Deutsche Girozentrale | 415 | $72.0K | 0.00% | +415 | New |
| EverSource Wealth Advisors, LLC | 407 | $72.0K | 0.01% | −24−5.6% | Reduced |
| First Horizon Advisors, Inc. | 444 | $79.3K | 0.00% | +80+22.0% | Added |
| Fifth Third Bancorp | 485 | $86.4K | 0.00% | +11+2.3% | Added |
| GWM Advisors LLC | 486 | $86.7K | 0.00% | −80−14.1% | Reduced |
| Proequities, Inc. | 527 | $93.9K | 0.01% | +88+20.0% | Added |
| Farther Finance Advisors, LLC | 700 | $124.5K | 0.01% | +677+2,943.5% | Added |
| South Dakota Investment Council | 770 | $137.0K | 0.00% | +770 | New |
| Walleye Trading LLC | 772 | $137.6K | 0.00% | +772 | New |
| Financial Management Professionals, Inc. | 781 | $139.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 850 | $151.5K | 0.08% | 00.0% | Unchanged |
| KBC Group NV | 901 | $161.0K | 0.00% | +149+19.8% | Added |
| Harbor Capital Advisors, Inc. | 950 | $169.0K | 0.02% | +950 | New |
| Ci Investments Inc. | 1,037 | $185.0K | 0.00% | +264+34.2% | Added |
| CIBC Private Wealth Group, LLC | 1,063 | $189.0K | 0.00% | +1,063 | New |
| Cim Investment Mangement Inc | 1,132 | $201.8K | 0.06% | +1,132 | New |
| Forum Financial Management, LP | 1,152 | $205.3K | 0.00% | +1,152 | New |
| CIBC Asset Management Inc | 1,155 | $205.9K | 0.00% | +1,155 | New |
| Ronald Blue Trust, Inc. | 1,192 | $212.5K | 0.00% | +48+4.2% | Added |
| Capula Management Ltd | 1,194 | $212.8K | 0.01% | +1,194 | New |
