| UMA Financial Services, Inc. | 1 | $1.10K | 0.00% | −1−50.0% | Reduced |
| Fortitude Family Office, LLC | 1 | $1.10K | 0.00% | −1−50.0% | Reduced |
| Atlantic Trust, LLC | 1 | $1.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $1.10K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $1.10K | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $1.10K | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $1.10K | 0.00% | +1 | New |
| Cornerstone Financial Management LLC | 1 | $1.10K | 0.00% | +1 | New |
| Toronto Dominion Bank | 1 | $1.21K | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 2 | $2.20K | 0.00% | −1−33.3% | Reduced |
| CoreCap Advisors, LLC | 2 | $2.20K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2 | $2.20K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 2 | $2.20K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2 | $2.20K | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 2 | $2.20K | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 2 | $2.20K | 0.00% | −1−33.3% | Reduced |
| Sachetta, LLC | 2 | $2.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3 | $3.30K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $3.30K | 0.00% | +2+200.0% | Added |
| Basecamp Wealth Advisors LLC | 3 | $3.30K | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 3 | $3.30K | 0.00% | −1,036−99.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3 | $4.00K | 0.00% | +3 | New |
| Evermay Wealth Management LLC | 5 | $5.49K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $5.49K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $5.49K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $5.49K | 0.00% | +1+25.0% | Added |
| Bank of Jackson Hole Trust | 5 | $5.49K | 0.00% | +5 | New |
| Caitlin John, LLC | 6 | $6.59K | 0.00% | −1,188−99.5% | Reduced |
| Bell Investment Advisors, Inc | 6 | $6.59K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 6 | $6.59K | 0.00% | +2+50.0% | Added |
| Sunbelt Securities, Inc. | 6 | $6.59K | 0.00% | +5+500.0% | Added |
| Jones Financial Companies LLLP | 7 | $7.69K | 0.00% | +4+133.3% | Added |
| Farther Finance Advisors, LLC | 7 | $7.69K | 0.00% | +6+600.0% | Added |
| Quarry LP | 7 | $7.69K | 0.00% | +7 | New |
| Dogwood Wealth Management LLC | 8 | $8.79K | 0.00% | −5−38.5% | Reduced |
| Harbour Investments, Inc. | 8 | $8.79K | 0.00% | +2+33.3% | Added |
| SBI Securities Co., Ltd. | 8 | $8.79K | 0.00% | +3+60.0% | Added |
| Elyxium Wealth, LLC | 8 | $8.79K | 0.00% | +8 | New |
| Bessemer Group Inc | 9 | $9.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $9.89K | 0.00% | +6+200.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $11.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $11.0K | 0.00% | +1+11.1% | Added |
| Torren Management, LLC | 10 | $11.0K | 0.01% | +10 | New |
| Clearstead Advisors, LLC | 11 | $12.1K | 0.00% | +7+175.0% | Added |
| Los Angeles Capital Management LLC | 12 | $12.5K | 0.00% | +12 | New |
| Kemnay Advisory Services Inc. | 12 | $13.2K | 0.00% | +12 | New |
| Keating Financial Advisory Services, Inc. | 12 | $13.2K | 0.00% | +12 | New |
| Parkside Financial Bank & Trust | 12 | $13.2K | 0.00% | +2+20.0% | Added |
| Essential Partners LLC | 14 | $15.4K | 0.00% | −10−41.7% | Reduced |
| Larson Financial Group LLC | 14 | $15.4K | 0.00% | +2+16.7% | Added |
| Massmutual Trust Co FSB | 17 | $18.7K | 0.00% | +2+13.3% | Added |
| Root Financial Partners, LLC | 17 | $18.7K | 0.00% | +3+21.4% | Added |
| Advisors Asset Management, Inc. | 18 | $19.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 18 | $19.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $19.8K | 0.00% | +1+5.9% | Added |
| Harbor Capital Advisors, Inc. | 18 | $20.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 21 | $23.1K | 0.00% | −10−32.3% | Reduced |
| Umb Bank N A | 22 | $24.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 23 | $25.3K | 0.00% | +19+475.0% | Added |
| Fifth Third Bancorp | 36 | $39.5K | 0.00% | −1−2.7% | Reduced |
| GAMMA Investing LLC | 36 | $39.5K | 0.00% | +6+20.0% | Added |
| Nisa Investment Advisors, LLC | 38 | $41.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 38 | $41.7K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 38 | $42.0K | 0.00% | +14+58.3% | Added |
| Kestra Advisory Services, LLC | 41 | $44.7K | 0.00% | +41 | New |
| MAI Capital Management | 41 | $44.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 40 | $44.9K | 0.00% | −3−7.0% | Reduced |
| Quent Capital, LLC | 42 | $46.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 45 | $49.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 46 | $50.5K | 0.00% | +23+100.0% | Added |
| Rothschild Investment LLC | 50 | $54.9K | 0.00% | −39−43.8% | Reduced |
| Washington Trust Advisors, Inc. | 50 | $54.9K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 50 | $54.9K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 56 | $62.0K | 0.00% | +48+600.0% | Added |
| Allworth Financial LP | 59 | $64.8K | 0.00% | +6+11.3% | Added |
| Daiwa Securities Group Inc. | 67 | $74.0K | 0.00% | −2−2.9% | Reduced |
| Public Employees Retirement System of Ohio | 73 | $80.2K | 0.00% | −7−8.8% | Reduced |
| Adkins Seale Capital Management LLC | 77 | $84.6K | 0.08% | +77 | New |
| Smartleaf Asset Management LLC | 92 | $100.6K | 0.00% | +41+80.4% | Added |
| SageView Advisory Group, LLC | 93 | $102.3K | 0.00% | +93 | New |
| Acadian Asset Management LLC | 98 | $107.0K | 0.00% | +98 | New |
| McMillan Office, Inc. | 100 | $109.9K | 0.01% | +100 | New |
| Whittier Trust Co | 100 | $111.5K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 103 | $113.2K | 0.00% | +103 | New |
| KBC Group NV | 107 | $118.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 116 | $128.0K | 0.07% | −24−17.1% | Reduced |
| Atlantic Union Bankshares Corp | 126 | $138.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 129 | $141.7K | 0.00% | +1+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 142 | $156.4K | 0.00% | −16−10.1% | Reduced |
| Westport Asset Management Inc | 150 | $176.6K | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 166 | $182.4K | 0.06% | +23+16.1% | Added |
| Monument Capital Management | 184 | $202.1K | 0.05% | −34−15.6% | Reduced |
| EverSource Wealth Advisors, LLC | 188 | $206.5K | 0.01% | +7+3.9% | Added |
| Oppenheimer & Co Inc | 190 | $208.7K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 193 | $212.0K | 0.00% | +3+1.6% | Added |
| RSM US Wealth Management LLC | 196 | $214.2K | 0.00% | +19+10.7% | Added |
| Coldstream Capital Management Inc | 196 | $215.3K | 0.00% | −13−6.2% | Reduced |
| Baron Wealth Management LLC | 198 | $217.6K | 0.07% | +7+3.7% | Added |
| Glenmede Trust Co NA | 199 | $218.6K | 0.00% | +199 | New |