| Dunhill Financial, LLC | 1 | $130 | 0.00% | +1 | New |
| Optiver Holding B.V. | 1 | $217 | 0.00% | −45−97.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $217 | 0.00% | −1−50.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1 | $217 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $218 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $218 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $218 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 2 | $435 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $435 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $435 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $435 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $435 | 0.00% | +2 | New |
| Elyxium Wealth, LLC | 2 | $435 | 0.00% | +2 | New |
| Rossby Financial, LCC | 2 | $435 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 3 | $652 | 0.00% | −383−99.2% | Reduced |
| First Horizon Corp | 3 | $652 | 0.00% | +3 | New |
| Optima Capital LLC | 3 | $652 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 3 | $653 | 0.00% | +3 | New |
| Torren Management, LLC | 3 | $657 | 0.00% | +3 | New |
| Montag A & Associates Inc | 3 | $700 | 0.00% | −2−40.0% | Reduced |
| Bogart Wealth, LLC | 4 | $869 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $869 | 0.00% | +4 | New |
| CX Institutional | 3 | $1.00K | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $1.09K | 0.00% | −2−28.6% | Reduced |
| Crewe Advisors LLC | 5 | $1.09K | 0.00% | +5 | New |
| Cornerstone Financial Management LLC | 5 | $1.09K | 0.00% | +5 | New |
| Manchester Capital Management LLC | 6 | $1.30K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.30K | 0.00% | +6 | New |
| South State Corp. | 7 | $1.52K | 0.00% | +6+600.0% | Added |
| Sachetta, LLC | 9 | $1.96K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 10 | $2.17K | 0.00% | +10 | New |
| ORG Partners LLC | 11 | $2.39K | 0.00% | +11 | New |
| Wolff Wiese Magana LLC | 12 | $2.61K | 0.00% | −25−67.6% | Reduced |
| Marquette Asset Management, LLC | 12 | $2.61K | 0.00% | +12 | New |
| International Assets Investment Management, LLC | 13 | $2.83K | 0.00% | +13 | New |
| Asset Dedication, LLC | 13 | $2.83K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $2.86K | 0.00% | +1+7.7% | Added |
| TD Private Client Wealth LLC | 14 | $3.04K | 0.00% | +1+7.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $3.16K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 16 | $3.48K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $3.48K | 0.00% | +12+300.0% | Added |
| AdvisorNet Financial, Inc | 17 | $3.69K | 0.00% | +9+112.5% | Added |
| Zions Bancorporation, National Association | 18 | $3.91K | 0.00% | +18 | New |
| T. Rowe Price Investment Management, Inc. | 16 | $4.00K | 0.00% | −3−15.8% | Reduced |
| Avion Wealth | 21 | $4.00K | 0.00% | +15+250.0% | Added |
| Kerr Financial Planning Corp | 24 | $4.21K | 0.01% | −1−4.0% | Reduced |
| Dogwood Wealth Management LLC | 20 | $4.35K | 0.00% | +9+81.8% | Added |
| Huntington National Bank | 21 | $4.56K | 0.00% | +1+5.0% | Added |
| Harbour Investments, Inc. | 21 | $4.56K | 0.00% | +9+75.0% | Added |
| JFS Wealth Advisors, LLC | 22 | $4.78K | 0.00% | −2−8.3% | Reduced |
| Farmers & Merchants Investments Inc | 22 | $4.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $5.00K | 0.00% | +23 | New |
| CBIZ Investment Advisory Services, LLC | 24 | $5.21K | 0.00% | +8+50.0% | Added |
| Tucker Asset Management LLC | 24 | $5.21K | 0.00% | +24 | New |
| Root Financial Partners, LLC | 27 | $5.87K | 0.00% | −26−49.1% | Reduced |
| Frazier Financial Advisors, LLC | 31 | $6.74K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $7.17K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 33 | $7.17K | 0.00% | +33 | New |
| Financial Network Wealth Advisors LLC | 34 | $7.39K | 0.01% | −12−26.1% | Reduced |
| Assetmark, Inc | 34 | $7.39K | 0.00% | −9−20.9% | Reduced |
| Parkside Financial Bank & Trust | 35 | $7.61K | 0.00% | −22−38.6% | Reduced |
| Activest Wealth Management | 56 | $12.2K | 0.00% | +56 | Added |
| Nisa Investment Advisors, LLC | 63 | $13.7K | 0.00% | −4−6.0% | Reduced |
| ZRC Wealth Management, LLC | 63 | $13.7K | 0.00% | +61+3,050.0% | Added |
| Larson Financial Group LLC | 63 | $13.7K | 0.00% | +10+18.9% | Added |
| Osterweis Capital Management Inc | 64 | $13.9K | 0.00% | −16−20.0% | Reduced |
| Bell Investment Advisors, Inc | 67 | $14.6K | 0.00% | −12−15.2% | Reduced |
| Capital Advisors, Ltd. LLC | 70 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 75 | $16.3K | 0.00% | −14−15.7% | Reduced |
| Clearstead Advisors, LLC | 75 | $16.3K | 0.00% | −90−54.5% | Reduced |
| Central Trust Co | 75 | $16.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 77 | $16.7K | 0.00% | 00.0% | Unchanged |
| Tobam | 78 | $17.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 79 | $17.0K | 0.01% | +18+29.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 83 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 83 | $18.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 83 | $18.1K | 0.00% | −1−1.2% | Reduced |
| Private Trust Co NA | 84 | $18.3K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 95 | $20.6K | 0.01% | −17−15.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 102 | $22.2K | 0.00% | +41+67.2% | Added |
| Quent Capital, LLC | 105 | $22.8K | 0.00% | −57−35.2% | Reduced |
| Los Angeles Capital Management LLC | 111 | $23.8K | 0.00% | +111 | New |
| MAI Capital Management | 114 | $24.8K | 0.00% | −69−37.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 116 | $25.2K | 0.01% | +116 | New |
| Pinnacle Wealth Planning Services, Inc. | 116 | $25.2K | 0.00% | +116 | New |
| Whittier Trust Co | 130 | $28.0K | 0.00% | −225−63.4% | Reduced |
| Longview Financial Advisors LLC | 150 | $32.6K | 0.02% | −5−3.2% | Reduced |
| SRS Capital Advisors, Inc. | 152 | $33.0K | 0.00% | −6,088−97.6% | Reduced |
| V-Square Quantitative Management LLC | 160 | $34.8K | 0.00% | +160 | New |
| American National Bank | 170 | $36.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 172 | $37.4K | 0.01% | +94+120.5% | Added |
| Massmutual Trust Co FSB | 177 | $38.5K | 0.00% | +104+142.5% | Added |
| Employees Retirement System of Texas | 184 | $40.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 185 | $40.2K | 0.03% | +49+36.0% | Added |
| Quarry LP | 189 | $41.1K | 0.01% | +64+51.2% | Added |
| Harbor Investment Advisory, LLC | 197 | $42.8K | 0.00% | −170−46.3% | Reduced |
| Atlantic Union Bankshares Corp | 200 | $43.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 212 | $46.1K | 0.00% | +212 | New |
| Bayforest Capital Ltd | 219 | $47.6K | 0.04% | +219 | New |
