| Hemington Wealth Management | 3 | $0 | 0.00% | +3 | New |
| Cloud Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Nalls Sherbakoff Group, LLC | 1 | $310 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $311 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 2 | $620 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2 | $621 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 2 | $621 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $621 | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $811 | 0.00% | +3 | New |
| REAP Financial Group, LLC | 3 | $930 | 0.00% | +3 | New |
| Tradewinds Capital Management, LLC | 3 | $931 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 3 | $931 | 0.00% | +3 | New |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4 | $1.24K | 0.00% | +4 | New |
| Assetmark, Inc | 5 | $1.55K | 0.00% | +5 | New |
| Meeder Asset Management Inc | 7 | $2.17K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7 | $2.17K | 0.00% | +2+40.0% | Added |
| Hughes Financial Services, LLC | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $2.48K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $2.79K | 0.00% | +4+80.0% | Added |
| Ancora Advisors, LLC | 9 | $2.79K | 0.00% | +9 | New |
| Hantz Financial Services, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $3.10K | 0.00% | +10 | New |
| Tortoise Investment Management, LLC | 11 | $3.41K | 0.00% | +9+450.0% | Added |
| CIBC Private Wealth Group, LLC | 11 | $3.41K | 0.00% | +11 | New |
| Sunbelt Securities, Inc. | 11 | $3.41K | 0.00% | +11 | New |
| Root Financial Partners, LLC | 15 | $4.65K | 0.00% | +15 | New |
| Wealthspire Advisors, LLC | 16 | $4.96K | 0.00% | +16 | New |
| Harbor Capital Advisors, Inc. | 20 | $6.00K | 0.00% | −33−62.3% | Reduced |
| Flagship Wealth Advisors, LLC | 22 | $6.82K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 22 | $6.82K | 0.00% | +22 | New |
| MCF Advisors LLC | 24 | $7.44K | 0.00% | +24 | New |
| Global Retirement Partners, LLC | 25 | $7.75K | 0.00% | +25 | New |
| Vermillion & White Wealth Management Group, LLC | 26 | $8.06K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 27 | $8.37K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 27 | $8.37K | 0.00% | +1+3.8% | Added |
| Bogart Wealth, LLC | 28 | $8.68K | 0.00% | +4+16.7% | Added |
| Manchester Capital Management LLC | 39 | $12.1K | 0.00% | +39 | New |
| Mirae Asset Global Investments Co., Ltd. | 44 | $13.6K | 0.00% | +14+46.7% | Added |
| LRI Investments, LLC | 45 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 50 | $15.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $17.4K | 0.00% | +48+600.0% | Added |
| Federated Hermes, Inc. | 57 | $17.7K | 0.00% | +12+26.7% | Added |
| DB Fitzpatrick & Co, Inc | 60 | $18.6K | 0.02% | +60 | New |
| GF Fund Management Co. Ltd. | 62 | $19.2K | 0.00% | −4,000−98.5% | Reduced |
| Accent Capital Management, LLC | 80 | $24.8K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 85 | $26.4K | 0.00% | −106−55.5% | Reduced |
| Spire Wealth Management | 100 | $31.0K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 100 | $31.9K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 106 | $32.9K | 0.01% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 106 | $32.9K | 0.01% | +106 | New |
| Ameritas Advisory Services, LLC | 109 | $33.8K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 110 | $34.1K | 0.01% | +1+0.9% | Added |
| Versant Capital Management, Inc | 114 | $35.3K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 115 | $35.7K | 0.01% | +25+27.8% | Added |
| Rothschild Investment LLC | 127 | $39.4K | 0.00% | +45+54.9% | Added |
| Atlantic Union Bankshares Corp | 133 | $41.2K | 0.00% | +133 | New |
| Mather Group, LLC. | 133 | $41.2K | 0.00% | +133 | New |
| GPS Wealth Strategies Group, LLC | 134 | $41.5K | 0.00% | +134 | New |
| Smartleaf Asset Management LLC | 133 | $42.0K | 0.00% | +130+4,333.3% | Added |
| IFP Advisors, Inc | 148 | $45.9K | 0.00% | +41+38.3% | Added |
| Signaturefd, LLC | 158 | $49.0K | 0.00% | +82+107.9% | Added |
| ORG Partners LLC | 169 | $52.4K | 0.01% | +63+59.4% | Added |
| Acadian Asset Management LLC | 191 | $59.0K | 0.00% | +191 | New |
| GAMMA Investing LLC | 193 | $59.8K | 0.00% | +7+3.8% | Added |
| Nisa Investment Advisors, LLC | 193 | $59.8K | 0.00% | +10+5.5% | Added |
| Danske Bank A/S | 200 | $62.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 201 | $62.3K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 204 | $63.3K | 0.02% | +204 | New |
| Copia Wealth Management | 225 | $69.8K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 235 | $72.9K | 0.02% | +235 | New |
| Allworth Financial LP | 239 | $74.0K | 0.00% | +45+23.2% | Added |
| Bessemer Group Inc | 240 | $75.0K | 0.00% | +215+860.0% | Added |
| Bryn Mawr Trust Co | 250 | $77.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $77.5K | 0.01% | +250 | New |
| Sterling Capital Management LLC | 275 | $85.3K | 0.00% | +157+133.1% | Added |
| GGM Financials LLC | 300 | $93.0K | 0.05% | +300 | New |
| Farther Finance Advisors, LLC | 327 | $101.4K | 0.00% | +43+15.1% | Added |
| Stone House Investment Management, LLC | 458 | $142.0K | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 490 | $152.0K | 0.00% | +490 | New |
| Amalgamated Bank | 501 | $155.0K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 515 | $159.7K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 521 | $161.5K | 0.00% | +521 | New |
| KBC Group NV | 527 | $163.0K | 0.00% | +110+26.4% | Added |
| Caitong International Asset Management Co., Ltd | 567 | $175.8K | 0.12% | −321−36.1% | Reduced |
| National Bank of Canada | 584 | $181.8K | 0.00% | +584 | New |
| Harbour Investments, Inc. | 602 | $186.7K | 0.00% | +397+193.7% | Added |
| Northwestern Mutual Wealth Management Co | 609 | $188.8K | 0.00% | +98+19.2% | Added |
| Federation des caisses Desjardins du Quebec | 610 | $189.1K | 0.00% | −160−20.8% | Reduced |
| Mercer Global Advisors Inc | 650 | $201.5K | 0.00% | −19,603−96.8% | Reduced |
| We Are One Seven, LLC | 650 | $201.6K | 0.00% | +650 | New |
| Kestra Private Wealth Services, LLC | 666 | $206.5K | 0.00% | +666 | New |
| Whalen Wealth Management Inc. | 672 | $208.4K | 0.12% | −581−46.4% | Reduced |
| Weiss Asset Management LP | 673 | $208.7K | 0.00% | +673 | New |
| First National Trust Co | 690 | $213.9K | 0.01% | +690 | New |
| WSFS Capital Management, LLC | 692 | $214.6K | 0.01% | +692 | New |