| Avion Wealth | 18 | $0 | 0.00% | +18 | New |
| Cloud Capital Management, LLC | 17 | $0 | 0.00% | +17 | New |
| IFP Advisors, Inc | 1 | $34 | 0.00% | +1 | Added |
| Bogart Wealth, LLC | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $69 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $102 | 0.00% | −1−25.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 3 | $102 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $136 | 0.00% | −2−33.3% | Reduced |
| Abound Wealth Management | 4 | $137 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $205 | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 7 | $239 | 0.00% | +7 | New |
| Assetmark, Inc | 10 | $342 | 0.00% | −2,422−99.6% | Reduced |
| 1620 Investment Advisors, Inc. | 10 | $342 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $342 | 0.00% | +6+150.0% | Added |
| SJS Investment Consulting Inc. | 10 | $342 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $392 | 0.00% | +2+20.0% | Added |
| Toronto Dominion Bank | 12 | $402 | 0.00% | +12 | New |
| Whittier Trust Co | 13 | $486 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 15 | $512 | 0.00% | +15 | New |
| CIBC Private Wealth Group, LLC | 16 | $547 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $547 | 0.00% | +16 | New |
| Strategic Advocates LLC | 16 | $547 | 0.00% | +16 | New |
| Rise Advisors, LLC | 17 | $581 | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $615 | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 21 | $718 | 0.00% | −4−16.0% | Reduced |
| True Wealth Design, LLC | 22 | $752 | 0.00% | +1+4.8% | Added |
| Missouri Trust & Investment Co | 23 | $786 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 23 | $786 | 0.00% | +23 | New |
| Smartleaf Asset Management LLC | 23 | $814 | 0.00% | +6+35.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 25 | $854 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $855 | 0.00% | +12+92.3% | Added |
| Guerra Advisors Inc | 26 | $881 | 0.00% | +26 | New |
| Sittner & Nelson, LLC | 26 | $888 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 26 | $888 | 0.00% | +26 | New |
| HHM Wealth Advisors, LLC | 26 | $889 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 28 | $956 | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 30 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 33 | $1.13K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $1.20K | 0.00% | +35 | New |
| Creative Capital Management Investments LLC | 35 | $1.20K | 0.00% | +35 | New |
| McIlrath & Eck, LLC | 40 | $1.37K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $1.37K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 40 | $1.37K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 45 | $1.54K | 0.00% | +45 | New |
| Hemington Wealth Management | 67 | $2.00K | 0.00% | +15+28.8% | Added |
| Optimum Investment Advisors | 65 | $2.22K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 70 | $2.39K | 0.00% | +5+7.7% | Added |
| Bare Financial Services, Inc | 77 | $2.63K | 0.00% | +18+30.5% | Added |
| Colonial Trust Co | 75 | $2.71K | 0.00% | −8−9.6% | Reduced |
| Huntington National Bank | 81 | $2.77K | 0.00% | −3−3.6% | Reduced |
| Root Financial Partners, LLC | 92 | $3.14K | 0.00% | +92 | New |
| US Bancorp | 96 | $3.28K | 0.00% | −17,560−99.5% | Reduced |
| Toth Financial Advisory Corp | 100 | $3.42K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 111 | $3.79K | 0.00% | +111 | New |
| Aster Capital Management (DIFC) Ltd | 112 | $3.83K | 0.00% | −10,650−99.0% | Reduced |
| Fortitude Family Office, LLC | 120 | $4.10K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 126 | $4.30K | 0.00% | +126 | New |
| Transamerica Financial Advisors, Inc. | 151 | $5.16K | 0.00% | +151 | New |
| Sterling Capital Management LLC | 166 | $5.67K | 0.00% | +6+3.8% | Added |
| Parallel Advisors, LLC | 199 | $6.80K | 0.00% | +5+2.6% | Added |
| Wealthspire Advisors, LLC | 212 | $7.24K | 0.00% | +212 | New |
| MAI Capital Management | 231 | $7.89K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 226 | $7.93K | 0.00% | +7+3.2% | Added |
| Umb Bank N A | 240 | $8.20K | 0.00% | +72+42.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 245 | $8.37K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 247 | $8.44K | 0.00% | +247 | New |
| Groupe la Francaise | 300 | $9.05K | 0.00% | +300 | New |
| National Bank of Canada | 271 | $9.26K | 0.00% | −62−18.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 271 | $9.26K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 273 | $9.33K | 0.00% | +66+31.9% | Added |
| Bessemer Group Inc | 287 | $10.0K | 0.00% | +104+56.8% | Added |
| GWM Advisors LLC | 296 | $10.1K | 0.00% | +232+362.5% | Added |
| Optiver Holding B.V. | 340 | $11.6K | 0.00% | +168+97.7% | Added |
| EverSource Wealth Advisors, LLC | 350 | $12.0K | 0.00% | +6+1.7% | Added |
| Hantz Financial Services, Inc. | 339 | $12.0K | 0.00% | +6+1.8% | Added |
| Quarry LP | 418 | $14.3K | 0.00% | +418 | New |
| Financial Perspectives, Inc | 420 | $14.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 423 | $14.4K | 0.00% | +35+9.0% | Added |
| Salomon & Ludwin, LLC | 453 | $16.9K | 0.00% | +453 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $17.1K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 500 | $17.1K | 0.00% | +500 | New |
| Public Employees Retirement System of Ohio | 506 | $17.3K | 0.00% | +176+53.3% | Added |
| Fifth Third Bancorp | 533 | $18.2K | 0.00% | +109+25.7% | Added |
| Principal Securities, Inc. | 549 | $18.8K | 0.00% | +267+94.7% | Added |
| Farther Finance Advisors, LLC | 558 | $19.1K | 0.00% | −1,366−71.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 517 | $19.3K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 615 | $21.0K | 0.00% | +33+5.7% | Added |
| Signaturefd, LLC | 645 | $22.0K | 0.00% | −466−41.9% | Reduced |
| Allworth Financial LP | 724 | $24.7K | 0.00% | +255+54.4% | Added |
| Versant Capital Management, Inc | 732 | $25.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 854 | $30.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 941 | $32.1K | 0.00% | +160+20.5% | Added |
| Acadian Asset Management LLC | 993 | $33.0K | 0.00% | −34,418−97.2% | Reduced |
| CX Institutional | 1,039 | $35.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,082 | $37.0K | 0.00% | +1,082 | New |
| Rockefeller Capital Management L.P. | 1,141 | $39.0K | 0.00% | +1,141 | New |
| GAMMA Investing LLC | 1,182 | $40.4K | 0.00% | −49−4.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,315 | $50.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,586 | $54.2K | 0.00% | +1,586 | New |
| Geneos Wealth Management Inc. | 1,756 | $60.0K | 0.00% | 00.0% | Unchanged |