| Private Trust Co NA | 1 | $154 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $300 | 0.00% | +2 | New |
| IFP Advisors, Inc | 2 | $309 | 0.00% | −31−93.9% | Reduced |
| Abound Wealth Management | 2 | $309 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $463 | 0.00% | −4−57.1% | Reduced |
| Tortoise Investment Management, LLC | 3 | $463 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $617 | 0.00% | +1+33.3% | Added |
| Advisory Services Network, LLC | 4 | $617 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $618 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $773 | 0.00% | +5 | New |
| Bayforest Capital Ltd | 6 | $927 | 0.00% | −2,001−99.7% | Reduced |
| Bruce G. Allen Investments, LLC | 6 | $927 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $1.24K | 0.00% | −1−11.1% | Reduced |
| Rialto Wealth Management, LLC | 9 | $1.39K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.70K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14 | $2.16K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 189 | $2.27K | 0.00% | −9−4.5% | Reduced |
| J.Safra Asset Management Corp | 18 | $2.78K | 0.00% | −85−82.5% | Reduced |
| Fortitude Family Office, LLC | 19 | $2.94K | 0.00% | +2+11.8% | Added |
| T. Rowe Price Investment Management, Inc. | 16 | $3.00K | 0.00% | +16 | New |
| Principal Securities, Inc. | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 22 | $3.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $3.40K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $3.55K | 0.00% | +2+9.5% | Added |
| Atlantic Trust, LLC | 24 | $3.71K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 42 | $6.39K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 44 | $6.80K | 0.00% | +44 | New |
| Hantz Financial Services, Inc. | 45 | $7.00K | 0.00% | +24+114.3% | Added |
| Massmutual Trust Co FSB | 47 | $7.26K | 0.00% | +2+4.4% | Added |
| JFS Wealth Advisors, LLC | 48 | $7.41K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $8.49K | 0.00% | −15−21.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 57 | $8.80K | 0.00% | +57 | New |
| Bokf, NA | 75 | $11.6K | 0.00% | +75 | New |
| SBI Securities Co., Ltd. | 80 | $12.4K | 0.00% | −276−77.5% | Reduced |
| Sterling Capital Management LLC | 86 | $13.3K | 0.00% | −3−3.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 86 | $13.3K | 0.00% | +86 | New |
| Rise Advisors, LLC | 89 | $13.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 89 | $13.7K | 0.01% | +81+1,012.5% | Added |
| Hemington Wealth Management | 95 | $14.0K | 0.00% | +6+6.7% | Added |
| Matrix Trust Co | 100 | $15.0K | 0.00% | −23−18.7% | Reduced |
| Canada Pension Plan Investment Board | 100 | $15.4K | 0.00% | −900−90.0% | Reduced |
| Truvestments Capital LLC | 100 | $15.4K | 0.00% | −18−15.3% | Reduced |
| Golden State Wealth Management, LLC | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 100 | $15.4K | 0.00% | +96+2,400.0% | Added |
| GHP Investment Advisors, Inc. | 101 | $15.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 106 | $16.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 118 | $18.2K | 0.00% | +118 | New |
| Versant Capital Management, Inc | 123 | $19.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 129 | $19.9K | 0.00% | +129 | New |
| Bartlett & Co. Wealth Management LLC | 132 | $20.4K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 142 | $21.9K | 0.00% | −517−78.5% | Reduced |
| Smithfield Trust Co | 145 | $22.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 152 | $23.5K | 0.00% | −5,916−97.5% | Reduced |
| Parallel Advisors, LLC | 153 | $23.6K | 0.00% | −11−6.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 162 | $24.1K | 0.00% | +162 | New |
| Essential Partners LLC | 159 | $24.6K | 0.01% | +19+13.6% | Added |
| Clearstead Advisors, LLC | 179 | $27.6K | 0.00% | +3+1.7% | Added |
| Salomon & Ludwin, LLC | 188 | $27.9K | 0.00% | +188 | New |
| NBC Securities, Inc. | 192 | $29.7K | 0.00% | +192 | New |
| Wealthspire Advisors, LLC | 197 | $30.4K | 0.00% | +197 | New |
| Steward Partners Investment Advisory, LLC | 198 | $30.6K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 199 | $30.7K | 0.00% | +108+118.7% | Added |
| Allworth Financial LP | 211 | $32.6K | 0.00% | −131−38.3% | Reduced |
| Nomura Asset Management Co Ltd | 240 | $37.1K | 0.00% | −1,791−88.2% | Reduced |
| Umb Bank N A | 266 | $41.1K | 0.00% | +118+79.7% | Added |
| Fifth Third Bancorp | 289 | $44.6K | 0.00% | +19+7.0% | Added |
| Leonteq Securities AG | 300 | $46.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 310 | $48.0K | 0.00% | +97+45.5% | Added |
| Employees Retirement System of Texas | 311 | $48.0K | 0.00% | +311 | New |
| Center for Financial Planning, Inc. | 340 | $52.5K | 0.01% | −14−4.0% | Reduced |
| Rockefeller Capital Management L.P. | 347 | $53.6K | 0.00% | +347 | New |
| Ronald Blue Trust, Inc. | 376 | $58.1K | 0.00% | +376 | New |
| Simplex Trading, LLC | 399 | $61.0K | 0.00% | −948−70.4% | Reduced |
| Johnson Financial Group, Inc. | 491 | $75.8K | 0.00% | +491 | New |
| Northwestern Mutual Wealth Management Co | 503 | $77.7K | 0.00% | +431+598.6% | Added |
| Public Employees Retirement System of Ohio | 532 | $82.2K | 0.00% | −939−63.8% | Reduced |
| Covestor Ltd | 607 | $94.0K | 0.05% | −54−8.2% | Reduced |
| SRS Capital Advisors, Inc. | 620 | $95.8K | 0.00% | +620 | New |
| Smartleaf Asset Management LLC | 650 | $99.8K | 0.01% | +86+15.2% | Added |
| Parkside Financial Bank & Trust | 737 | $113.8K | 0.01% | −38−4.9% | Reduced |
| Farther Finance Advisors, LLC | 785 | $121.2K | 0.00% | +769+4,806.3% | Added |
| CIBC Private Wealth Group, LLC | 800 | $123.6K | 0.00% | −118−12.9% | Reduced |
| Vestcor Inc | 902 | $139.0K | 0.00% | +902 | New |
| Nisa Investment Advisors, LLC | 950 | $146.7K | 0.00% | +113+13.5% | Added |
| DekaBank Deutsche Girozentrale | 1,022 | $155.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,044 | $161.2K | 0.00% | +4+0.4% | Added |
| KBC Group NV | 1,124 | $174.0K | 0.00% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 1,295 | $200.0K | 0.04% | −1,787−58.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,299 | $200.6K | 0.00% | −163−11.1% | Reduced |
| Ballentine Partners, LLC | 1,329 | $205.3K | 0.00% | +1,329 | New |
| Commonwealth Equity Services, LLC | 1,351 | $209.0K | 0.00% | −235−14.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,364 | $210.7K | 0.05% | +1,364 | New |
| GTS Securities LLC | 1,365 | $210.8K | 0.01% | +1,365 | New |