| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −20−71.4% | Reduced |
| Bessemer Group Inc | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| CKW Financial Group | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $22 | 0.00% | −4−80.0% | Reduced |
| Fortitude Family Office, LLC | 1 | $22 | 0.00% | −2−66.7% | Reduced |
| Bogart Wealth, LLC | 1 | $22 | 0.00% | −1−50.0% | Reduced |
| Bell Investment Advisors, Inc | 1 | $22 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 1 | $22 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 2 | $43 | 0.00% | −30−93.8% | Reduced |
| Hughes Financial Services, LLC | 2 | $43 | 0.00% | −6−75.0% | Reduced |
| Activest Wealth Management | 2 | $43 | 0.00% | +1+100.0% | Added |
| Sachetta, LLC | 2 | $44 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $65 | 0.00% | −64−95.5% | Reduced |
| Strategic Investment Solutions, Inc. | 4 | $86 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $86 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 6 | $129 | 0.00% | +6 | New |
| Private Trust Co NA | 8 | $172 | 0.00% | −20−71.4% | Reduced |
| Cedar Mountain Advisors, LLC | 8 | $172 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 9 | $194 | 0.00% | −872−99.0% | Reduced |
| Fairscale Capital, LLC | 9 | $194 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $195 | 0.00% | +9 | New |
| ZRC Wealth Management, LLC | 10 | $216 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 10 | $216 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 12 | $259 | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 12 | $259 | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 14 | $302 | 0.00% | +14 | New |
| Atlantic Union Bankshares Corp | 15 | $323 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 15 | $323 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 15 | $323 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 15 | $343 | 0.00% | +15 | New |
| Atlantic Trust, LLC | 16 | $345 | 0.00% | −4−20.0% | Reduced |
| Ares Financial Consulting, LLC | 16 | $345 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $367 | 0.00% | −120−87.6% | Reduced |
| Farmers & Merchants Investments Inc | 17 | $367 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 17 | $367 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $388 | 0.00% | −110−85.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 20 | $431 | 0.00% | −17−45.9% | Reduced |
| IFP Advisors, Inc | 20 | $431 | 0.00% | +17+566.7% | Added |
| Clearstead Advisors, LLC | 20 | $432 | 0.00% | +20 | New |
| Danske Bank A/S | 23 | $496 | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 24 | $524 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $539 | 0.00% | +25 | New |
| CoreCap Advisors, LLC | 28 | $604 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 31 | $668 | 0.00% | −2−6.1% | Reduced |
| Institute for Wealth Management, LLC. | 33 | $712 | 0.00% | +33 | New |
| Quent Capital, LLC | 36 | $776 | 0.00% | −66−64.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 41 | $883 | 0.00% | +41 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41 | $884 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 41 | $884 | 0.00% | +41 | New |
| Parallel Advisors, LLC | 46 | $992 | 0.00% | −8−14.8% | Reduced |
| Parkside Financial Bank & Trust | 48 | $1.03K | 0.00% | +29+152.6% | Added |
| Highland Investment Advisors LLC | 49 | $1.06K | 0.00% | +49 | New |
| Westfuller Advisors, LLC | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 58 | $1.27K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 61 | $1.30K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 63 | $1.36K | 0.00% | +63 | New |
| Harbour Investments, Inc. | 65 | $1.40K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 75 | $1.62K | 0.00% | +52+226.1% | Added |
| IFG Advisory, LLC | 82 | $1.77K | 0.00% | +82 | New |
| Signaturefd, LLC | 87 | $1.88K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 104 | $2.24K | 0.00% | −30−22.4% | Reduced |
| Massmutual Trust Co FSB | 104 | $2.24K | 0.00% | −19−15.4% | Reduced |
| GAMMA Investing LLC | 115 | $2.48K | 0.00% | −289−71.5% | Reduced |
| Allworth Financial LP | 217 | $4.67K | 0.00% | +156+255.7% | Added |
| Global Retirement Partners, LLC | 249 | $5.37K | 0.00% | +249 | New |
| Rockefeller Capital Management L.P. | 258 | $5.56K | 0.00% | −73−22.1% | Reduced |
| The PNC Financial Services Group, Inc. | 262 | $5.65K | 0.00% | −651−71.3% | Reduced |
| Covestor Ltd | 283 | $6.00K | 0.00% | +6+2.2% | Added |
| Nykredit A/S | 287 | $6.19K | 0.00% | +287 | New |
| Brown Brothers Harriman & Co | 304 | $6.55K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 346 | $7.46K | 0.00% | +335+3,045.5% | Added |
| Jones Financial Companies LLLP | 377 | $7.96K | 0.00% | +278+280.8% | Added |
| US Bancorp | 415 | $8.95K | 0.00% | −66−13.7% | Reduced |
| Rothschild Investment LLC | 432 | $9.31K | 0.00% | +426+7,100.0% | Added |
| Sterling Capital Management LLC | 676 | $14.6K | 0.00% | −229−25.3% | Reduced |
| Public Employees Retirement System of Ohio | 729 | $15.7K | 0.00% | −8,974−92.5% | Reduced |
| Nisa Investment Advisors, LLC | 844 | $18.2K | 0.00% | −53,477−98.4% | Reduced |
| SRS Capital Advisors, Inc. | 881 | $19.0K | 0.00% | +820+1,344.3% | Added |
| Larson Financial Group LLC | 894 | $19.3K | 0.00% | +893+89,300.0% | Added |
| Tower Research Capital LLC (TRC) | 903 | $19.5K | 0.00% | +575+175.3% | Added |
| FNY Investment Advisers, LLC | 950 | $20.0K | 0.01% | +90+10.5% | Added |
| Bartlett & Co. Wealth Management LLC | 1,225 | $26.4K | 0.00% | −61−4.7% | Reduced |
| Central Pacific Bank - Trust Division | 1,298 | $28.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,328 | $29.0K | 0.00% | +1,328 | New |
| Caitong International Asset Management Co., Ltd | 1,496 | $32.3K | 0.00% | +1,496 | New |
| Storebrand Asset Management AS | 1,678 | $36.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,961 | $42.3K | 0.00% | +950+94.0% | Added |
| Versant Capital Management, Inc | 2,207 | $47.6K | 0.00% | +2,135+2,965.3% | Added |
| KBC Group NV | 2,245 | $48.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,214 | $48.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,045 | $65.7K | 0.00% | +3,045 | New |
| Persistent Asset Partners Ltd | 3,881 | $83.7K | 0.03% | +3,881 | New |
| Los Angeles Capital Management LLC | 4,220 | $91.0K | 0.00% | +2,816+200.6% | Added |
| Simplex Trading, LLC | 4,304 | $92.8K | 0.00% | +4,304 | New |
| Royal Bank of Canada | 4,446 | $96.0K | 0.00% | −24,921−84.9% | Reduced |
| SG Americas Securities, LLC | 5,803 | $125.0K | 0.00% | −5,922−50.5% | Reduced |
| State of Alaska, Department of Revenue | 6,416 | $138.0K | 0.00% | 00.0% | Unchanged |
