| TFC Financial Management | 1 | $158 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $158 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1 | $158 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $158 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $314 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $315 | 0.00% | +1+100.0% | Added |
| Gilpin Wealth Management, LLC | 2 | $315 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 4 | $629 | 0.00% | −2,611−99.8% | Reduced |
| Flagship Harbor Advisors, LLC | 4 | $629 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 4 | $629 | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 5 | $786 | 0.00% | +2+66.7% | Added |
| Atlantic Private Wealth, LLC | 5 | $786 | 0.00% | +5 | New |
| USA Financial Portformulas Corp | 6 | $943 | 0.00% | +6 | New |
| Northwestern Mutual Wealth Management Co | 7 | $1.10K | 0.00% | −57−89.1% | Reduced |
| CIBC Private Wealth Group, LLC | 7 | $1.10K | 0.00% | +7 | New |
| Keating Financial Advisory Services, Inc. | 7 | $1.10K | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 10 | $1.54K | 0.00% | +10 | New |
| Zions Bancorporation, National Association | 10 | $1.57K | 0.00% | +10 | New |
| Godfrey Financial Associates, Inc. | 10 | $1.57K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 14 | $2.20K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $2.20K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 15 | $2.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.52K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 17 | $2.67K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 20 | $3.14K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 20 | $3.14K | 0.00% | +20 | New |
| Larson Financial Group LLC | 27 | $4.24K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 27 | $4.24K | 0.00% | +9+50.0% | Added |
| Parallel Advisors, LLC | 30 | $4.72K | 0.00% | +3+11.1% | Added |
| SageView Advisory Group, LLC | 36 | $5.66K | 0.00% | +36 | New |
| WealthCollab, LLC | 37 | $5.82K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 38 | $5.97K | 0.00% | −6−13.6% | Reduced |
| Bare Financial Services, Inc | 49 | $7.70K | 0.00% | +49 | New |
| GPS Wealth Strategies Group, LLC | 50 | $7.86K | 0.01% | −40−44.4% | Reduced |
| Root Financial Partners, LLC | 50 | $7.86K | 0.00% | +28+127.3% | Added |
| Parkside Financial Bank & Trust | 50 | $7.86K | 0.00% | −1−2.0% | Reduced |
| LRI Investments, LLC | 52 | $8.10K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 52 | $8.17K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 57 | $8.96K | 0.00% | +39+216.7% | Added |
| Wealth Preservation Advisors, LLC | 60 | $9.43K | 0.00% | +60 | New |
| Solstein Capital, LLC | 61 | $9.59K | 0.00% | +61 | New |
| Sound Income Strategies, LLC | 66 | $10.4K | 0.00% | +66 | New |
| Accent Capital Management, LLC | 75 | $11.8K | 0.01% | −30−28.6% | Reduced |
| Global Retirement Partners, LLC | 76 | $11.9K | 0.00% | +76 | New |
| Rothschild Investment LLC | 85 | $13.4K | 0.00% | +5+6.3% | Added |
| Spire Wealth Management | 91 | $14.3K | 0.00% | +91 | New |
| Alerus Financial NA | 92 | $14.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 96 | $15.1K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 98 | $15.4K | 0.01% | −116−54.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 100 | $15.7K | 0.00% | −4−3.8% | Reduced |
| DV Trading LLC | 101 | $15.9K | 0.00% | +101 | New |
| Optiver Holding B.V. | 106 | $16.7K | 0.00% | +7+7.1% | Added |
| Transamerica Financial Advisors, Inc. | 107 | $16.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 130 | $20.0K | 0.00% | +69+113.1% | Added |
| Jones Financial Companies LLLP | 137 | $21.5K | 0.00% | −62−31.2% | Reduced |
| US Bancorp | 137 | $21.5K | 0.00% | +2+1.5% | Added |
| Torren Management, LLC | 149 | $23.4K | 0.01% | +149 | New |
| Sterling Capital Management LLC | 156 | $24.5K | 0.00% | +97+164.4% | Added |
| True Wealth Design, LLC | 158 | $24.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 174 | $27.4K | 0.00% | +4+2.4% | Added |
| Federated Hermes, Inc. | 175 | $27.5K | 0.00% | −328−65.2% | Reduced |
| Salomon & Ludwin, LLC | 185 | $30.0K | 0.00% | +53+40.2% | Added |
| FNY Investment Advisers, LLC | 201 | $31.0K | 0.01% | +201 | New |
| Danske Bank A/S | 200 | $31.4K | 0.00% | −8,410−97.7% | Reduced |
| Fifth Third Bancorp | 202 | $31.8K | 0.00% | +13+6.9% | Added |
| IFP Advisors, Inc | 205 | $32.2K | 0.00% | −48−19.0% | Reduced |
| Basecamp Wealth Advisors LLC | 206 | $32.4K | 0.01% | +206 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 242 | $38.0K | 0.00% | +242 | New |
| Pacer Advisors, Inc. | 260 | $40.9K | 0.00% | +13+5.3% | Added |
| Bessemer Group Inc | 279 | $44.0K | 0.00% | +24+9.4% | Added |
| JFS Wealth Advisors, LLC | 286 | $45.0K | 0.00% | +8+2.9% | Added |
| Nisa Investment Advisors, LLC | 288 | $45.3K | 0.00% | −27−8.6% | Reduced |
| Prestige Wealth Management Group LLC | 289 | $45.4K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 679 | $46.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 302 | $47.5K | 0.00% | +64+26.9% | Added |
| Nomura Asset Management Co Ltd | 320 | $50.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 327 | $51.4K | 0.00% | +327 | New |
| Allworth Financial LP | 328 | $51.6K | 0.00% | +13+4.1% | Added |
| EverSource Wealth Advisors, LLC | 337 | $53.0K | 0.00% | −117−25.8% | Reduced |
| Signaturefd, LLC | 349 | $54.9K | 0.00% | +24+7.4% | Added |
| Smithfield Trust Co | 352 | $56.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 436 | $68.5K | 0.00% | +436 | New |
| Public Employees Retirement System of Ohio | 486 | $76.4K | 0.00% | −36−6.9% | Reduced |
| Versant Capital Management, Inc | 486 | $76.4K | 0.01% | +20+4.3% | Added |
| Quadrant Capital Group LLC | 509 | $80.0K | 0.00% | +16+3.2% | Added |
| Tower Research Capital LLC (TRC) | 537 | $84.4K | 0.00% | −466−46.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 583 | $91.6K | 0.01% | +583 | New |
| Rockefeller Capital Management L.P. | 597 | $93.8K | 0.00% | +347+138.8% | Added |
| Persistent Asset Partners Ltd | 608 | $95.6K | 0.05% | +608 | New |
| KBC Group NV | 765 | $120.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 851 | $135.7K | 0.01% | +16+1.9% | Added |
| MTM Investment Management, LLC | 915 | $143.8K | 0.05% | 00.0% | Unchanged |
| Quest Partners LLC | 933 | $146.7K | 0.01% | −24,400−96.3% | Reduced |
| Covestor Ltd | 979 | $154.0K | 0.08% | −12−1.2% | Reduced |
| Essential Partners LLC | 988 | $155.3K | 0.05% | +17+1.8% | Added |
| New Age Alpha Advisors, LLC | 994 | $156.3K | 0.01% | −172−14.8% | Reduced |
| STRS Ohio | 1,000 | $157.2K | 0.00% | +700+233.3% | Added |
| Graham Capital Management, L.P. | 1,288 | $202.5K | 0.01% | −1,097−46.0% | Reduced |
| Meridian Wealth Management, LLC | 1,289 | $202.6K | 0.01% | +1,289 | New |
