| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $614 | 0.00% | −15−93.8% | Reduced |
| TD Private Client Wealth LLC | 1 | $614 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $614 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 1 | $614 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $615 | 0.00% | −1−50.0% | Reduced |
| Rialto Wealth Management, LLC | 1 | $615 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $615 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $1.23K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $1.23K | 0.00% | +1+100.0% | Added |
| Bruce G. Allen Investments, LLC | 2 | $1.23K | 0.00% | +1+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 2 | $1.23K | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $1.23K | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 2 | $1.23K | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $1.23K | 0.00% | +2 | New |
| Millstone Evans Group, LLC | 3 | $1.84K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3 | $1.84K | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $2.28K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4 | $2.46K | 0.00% | −34−89.5% | Reduced |
| Farmers & Merchants Investments Inc | 4 | $2.46K | 0.00% | −1−20.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 4 | $2.46K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4 | $2.46K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $2.46K | 0.00% | +2+100.0% | Added |
| Signature Equity Partners, LLC | 4 | $2.46K | 0.00% | +4 | New |
| Action Point Financial Planning, LLC | 5 | $3.07K | 0.00% | +5 | New |
| Albion Financial Group | 5 | $3.07K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $3.07K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $3.07K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 5 | $3.07K | 0.00% | +5 | New |
| Torren Management, LLC | 8 | $4.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $4.92K | 0.00% | +5+166.7% | Added |
| Fortitude Family Office, LLC | 9 | $5.53K | 0.00% | +2+28.6% | Added |
| Zions Bancorporation, National Association | 9 | $5.53K | 0.00% | +8+800.0% | Added |
| JFS Wealth Advisors, LLC | 10 | $6.14K | 0.00% | +2+25.0% | Added |
| Massmutual Trust Co FSB | 10 | $6.14K | 0.00% | +2+25.0% | Added |
| Essential Partners LLC | 10 | $6.14K | 0.00% | +7+233.3% | Added |
| GFS Advisors, LLC | 57,452 | $6.14K | 0.00% | +57,452 | New |
| CVA Family Office, LLC | 11 | $6.76K | 0.00% | +5+83.3% | Added |
| Quarry LP | 11 | $6.76K | 0.00% | +9+450.0% | Added |
| Private Wealth Management Group, LLC | 11 | $6.76K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $7.99K | 0.00% | +13 | New |
| Bank of New Hampshire | 14 | $8.60K | 0.00% | −16−53.3% | Reduced |
| Larson Financial Group LLC | 14 | $8.60K | 0.00% | +12+600.0% | Added |
| Caitong International Asset Management Co., Ltd | 15 | $9.22K | 0.00% | −328−95.6% | Reduced |
| Fulcrum Asset Management LLP | 16 | $9.82K | 0.00% | +16 | New |
| Financial Management Professionals, Inc. | 19 | $11.7K | 0.00% | −18−48.6% | Reduced |
| Private Trust Co NA | 20 | $12.3K | 0.00% | +20 | New |
| Keating Financial Advisory Services, Inc. | 24 | $14.7K | 0.00% | +10+71.4% | Added |
| Transamerica Financial Advisors, Inc. | 26 | $16.0K | 0.00% | +10+62.5% | Added |
| Signaturefd, LLC | 27 | $16.6K | 0.00% | +8+42.1% | Added |
| Bare Financial Services, Inc | 27 | $16.6K | 0.00% | +8+42.1% | Added |
| Sterling Capital Management LLC | 28 | $17.2K | 0.00% | −23−45.1% | Reduced |
| Rothschild Investment LLC | 28 | $17.2K | 0.00% | +13+86.7% | Added |
| Clearstead Advisors, LLC | 29 | $17.8K | 0.00% | +29 | New |
| Los Angeles Capital Management LLC | 32 | $19.7K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 33 | $20.0K | 0.00% | −5−13.2% | Reduced |
| GWM Advisors LLC | 34 | $20.9K | 0.00% | −10−22.7% | Reduced |
| Nomura Asset Management Co Ltd | 40 | $24.6K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 40 | $24.6K | 0.00% | +40 | New |
| Versant Capital Management, Inc | 41 | $25.2K | 0.00% | +14+51.9% | Added |
| Hantz Financial Services, Inc. | 44 | $27.0K | 0.00% | −32−42.1% | Reduced |
| Global Retirement Partners, LLC | 46 | $28.3K | 0.00% | +46 | New |
| Mountain Hill Investment Partners Corp. | 50 | $30.7K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 51 | $31.3K | 0.00% | +1+2.0% | Added |
| IFP Advisors, Inc | 59 | $36.2K | 0.00% | +57+2,850.0% | Added |
| EverSource Wealth Advisors, LLC | 61 | $37.5K | 0.00% | −11−15.3% | Reduced |
| Parallel Advisors, LLC | 63 | $38.7K | 0.00% | −4−6.0% | Reduced |
| Umb Bank N A | 64 | $39.3K | 0.00% | +29+82.9% | Added |
| Wellington-Altus USA Inc. | 91 | $44.1K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 72 | $44.2K | 0.00% | +70+3,500.0% | Added |
| Allworth Financial LP | 72 | $44.2K | 0.00% | +44+157.1% | Added |
| Salomon & Ludwin, LLC | 74 | $44.5K | 0.00% | +33+80.5% | Added |
| Persistent Asset Partners Ltd | 85 | $52.2K | 0.02% | +85 | New |
| Advisor Group Holdings, Inc. | 99 | $60.8K | 0.00% | −9−8.3% | Reduced |
| Adirondack Trust Co | 100 | $61.4K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 102 | $62.7K | 0.00% | 00.0% | Unchanged |
| Natixis | 110 | $67.6K | 0.00% | +110 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 115 | $70.7K | 0.00% | −13−10.2% | Reduced |
| SRS Capital Advisors, Inc. | 117 | $71.9K | 0.00% | +83+244.1% | Added |
| Smartleaf Asset Management LLC | 126 | $77.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 129 | $79.3K | 0.00% | +12+10.3% | Added |
| Covestor Ltd | 152 | $93.0K | 0.05% | −2−1.3% | Reduced |
| Parkside Financial Bank & Trust | 156 | $95.8K | 0.01% | +33+26.8% | Added |
| Avanza Fonder AB | 173 | $106.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 173 | $106.3K | 0.01% | +8+4.8% | Added |
| Northwestern Mutual Wealth Management Co | 182 | $111.8K | 0.00% | +1+0.6% | Added |
| OP Asset Management Ltd | 192 | $118.0K | 0.00% | +11+6.1% | Added |
| SG Americas Securities, LLC | 202 | $124.0K | 0.00% | −514−71.8% | Reduced |
| Farther Finance Advisors, LLC | 204 | $125.3K | 0.00% | −20−8.9% | Reduced |
| Harbour Investments, Inc. | 245 | $150.5K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 267 | $164.0K | 0.00% | +267 | New |
| IFG Advisory, LLC | 292 | $179.4K | 0.01% | +292 | New |
| US Bancorp | 296 | $181.9K | 0.00% | +175+144.6% | Added |
| New Age Alpha Advisors, LLC | 333 | $204.6K | 0.01% | −13−3.8% | Reduced |
| Blair William & Co | 349 | $214.4K | 0.00% | −180−34.0% | Reduced |
| RMB Capital Management, LLC | 355 | $218.1K | 0.00% | +355 | New |
| Leavell Investment Management, Inc. | 357 | $219.3K | 0.01% | +357 | New |
| Cornerstone Investment Partners, LLC | 360 | $221.2K | 0.01% | +360 | New |
