| Ameritas Advisory Services, LLC | 1 | $165 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $174 | 0.00% | −12−92.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $174 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $174 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $175 | 0.00% | −1−50.0% | Reduced |
| WealthTrak Capital Management LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $175 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $349 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $349 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $349 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $523 | 0.00% | −1−25.0% | Reduced |
| Arlington Trust Co LLC | 4 | $697 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 4 | $698 | 0.00% | −2−33.3% | Reduced |
| Highline Wealth Partners LLC | 5 | $872 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $872 | 0.00% | +1+25.0% | Added |
| Fortitude Family Office, LLC | 5 | $872 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $1.11K | 0.00% | +6 | New |
| Creative Financial Designs Inc | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $1.40K | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 10 | $1.74K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 11 | $1.92K | 0.00% | −13−54.2% | Reduced |
| Harvest Fund Management Co., Ltd | 11 | $2.00K | 0.00% | −5,137−99.8% | Reduced |
| Avion Wealth | 14 | $2.00K | 0.00% | +10+250.0% | Added |
| Bryn Mawr Trust Co | 12 | $2.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $2.09K | 0.00% | +2+20.0% | Added |
| Key Financial Inc | 13 | $2.18K | 0.00% | 00.0% | Unchanged |
| Ossiam | 13 | $2.27K | 0.00% | −7,800−99.8% | Reduced |
| CVA Family Office, LLC | 13 | $2.27K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 21 | $3.66K | 0.00% | −150−87.7% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $4.18K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25 | $4.36K | 0.01% | −2−7.4% | Reduced |
| CIBC Private Wealth Group, LLC | 27 | $4.71K | 0.00% | −1−3.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $5.00K | 0.00% | +30 | New |
| Jones Financial Companies LLLP | 31 | $5.40K | 0.00% | +26+520.0% | Added |
| TD Waterhouse Canada Inc. | 35 | $6.04K | 0.00% | +2+6.1% | Added |
| Farmers & Merchants Investments Inc | 39 | $6.80K | 0.00% | +2+5.4% | Added |
| Plato Investment Management Ltd | 41 | $7.12K | 0.00% | +3+7.9% | Added |
| Private Trust Co NA | 42 | $7.32K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 45 | $7.84K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $7.84K | 0.00% | +6+15.4% | Added |
| Private Wealth Management Group, LLC | 47 | $8.19K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 50 | $8.75K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 50 | $9.63K | 0.00% | +50 | New |
| CoreCap Advisors, LLC | 58 | $10.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 71 | $12.0K | 0.00% | +12+20.3% | Added |
| Contravisory Investment Management, Inc. | 73 | $12.7K | 0.00% | +73 | New |
| NewSquare Capital LLC | 77 | $13.4K | 0.00% | −2−2.5% | Reduced |
| True Wealth Design, LLC | 83 | $14.5K | 0.01% | +1+1.2% | Added |
| C M Bidwell & Associates Ltd | 85 | $14.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $14.8K | 0.00% | +21+32.8% | Added |
| WealthCollab, LLC | 86 | $15.0K | 0.01% | +7+8.9% | Added |
| Matrix Trust Co | 86 | $15.0K | 0.00% | −3−3.4% | Reduced |
| Parkside Financial Bank & Trust | 87 | $15.2K | 0.00% | +20+29.9% | Added |
| Essential Partners LLC | 93 | $16.2K | 0.01% | +93 | New |
| MAI Capital Management | 98 | $17.1K | 0.00% | +18+22.5% | Added |
| Larson Financial Group LLC | 111 | $19.4K | 0.00% | +41+58.6% | Added |
| WPG Advisers, LLC | 113 | $19.7K | 0.02% | +21+22.8% | Added |
| Hazlett, Burt & Watson, Inc. | 112 | $20.0K | 0.01% | +112 | New |
| Ci Investments Inc. | 128 | $22.0K | 0.00% | −11−7.9% | Reduced |
| V-Square Quantitative Management LLC | 129 | $22.5K | 0.00% | +129 | New |
| Hantz Financial Services, Inc. | 139 | $24.0K | 0.00% | +130+1,444.4% | Added |
| Quarry LP | 140 | $24.4K | 0.01% | +12+9.4% | Added |
| SBI Securities Co., Ltd. | 150 | $26.1K | 0.00% | −9−5.7% | Reduced |
| Geneos Wealth Management Inc. | 151 | $26.3K | 0.00% | +7+4.9% | Added |
| Rise Advisors, LLC | 160 | $27.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 140 | $28.2K | 0.00% | −510−78.5% | Reduced |
| Massmutual Trust Co FSB | 164 | $28.6K | 0.00% | −21−11.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 169 | $29.5K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 174 | $30.3K | 0.00% | −6−3.3% | Reduced |
| Optiver Holding B.V. | 179 | $31.2K | 0.00% | −95−34.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 189 | $32.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 202 | $35.2K | 0.00% | +202 | New |
| Manchester Capital Management LLC | 220 | $38.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 226 | $39.4K | 0.00% | +226 | New |
| EverSource Wealth Advisors, LLC | 271 | $47.2K | 0.00% | +177+188.3% | Added |
| Skopos Labs, Inc. | 294 | $51.3K | 0.01% | +121+69.9% | Added |
| Versant Capital Management, Inc | 295 | $51.4K | 0.01% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 313 | $55.0K | 0.00% | +313 | New |
| Point72 (DIFC) Ltd | 328 | $57.1K | 0.00% | +328 | New |
| Principal Securities, Inc. | 328 | $57.2K | 0.00% | +20+6.5% | Added |
| Whittier Trust Co of Nevada Inc | 400 | $69.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 402 | $70.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 485 | $84.5K | 0.00% | +20+4.3% | Added |
| Steward Partners Investment Advisory, LLC | 534 | $93.1K | 0.00% | −49−8.4% | Reduced |
| Danske Bank A/S | 546 | $95.2K | 0.00% | −12,110−95.7% | Reduced |
| Natixis | 551 | $96.1K | 0.00% | +551 | New |
| Farther Finance Advisors, LLC | 557 | $97.1K | 0.00% | −18−3.1% | Reduced |
| Signaturefd, LLC | 557 | $97.1K | 0.00% | +3+0.5% | Added |
| Huntington National Bank | 557 | $97.1K | 0.00% | −27−4.6% | Reduced |
| Reyes Financial Architecture, Inc. | 563 | $98.1K | 0.08% | +563 | New |
| Umb Bank N A | 576 | $100.4K | 0.00% | +50+9.5% | Added |
| Spire Wealth Management | 606 | $105.6K | 0.00% | +504+494.1% | Added |
| Hennessy Advisors Inc | 646 | $112.6K | 0.00% | +646 | New |
| Clearstead Advisors, LLC | 651 | $113.5K | 0.00% | +270+70.9% | Added |
| Exchange Traded Concepts, LLC | 701 | $122.2K | 0.00% | +54+8.3% | Added |
| Strengthening Families & Communities, LLC | 779 | $122.9K | 0.07% | −713−47.8% | Reduced |
| St Germain D J Co Inc | 814 | $141.9K | 0.01% | +814 | New |