| Cullen/Frost Bankers, Inc. | 0 | $5 | 0.00% | 0 | Unchanged |
| Hughes Financial Services, LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $114 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $114 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $228 | 0.00% | +1+100.0% | Added |
| Harbour Investments, Inc. | 2 | $228 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $229 | 0.00% | −9−81.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $229 | 0.00% | −3−60.0% | Reduced |
| Westfuller Advisors, LLC | 2 | $260 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4 | $457 | 0.00% | −53−93.0% | Reduced |
| Quarry LP | 4 | $457 | 0.00% | −12−75.0% | Reduced |
| UMA Financial Services, Inc. | 4 | $457 | 0.00% | −9−69.2% | Reduced |
| WPG Advisers, LLC | 4 | $457 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $457 | 0.00% | +4 | New |
| Silver Grove Financial Group, Inc. | 4 | $457 | 0.00% | +4 | New |
| Fulcrum Asset Management LLP | 4 | $462 | 0.00% | +4 | New |
| Torren Management, LLC | 4 | $474 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 5 | $571 | 0.00% | −7−58.3% | Reduced |
| Godfrey Financial Associates, Inc. | 5 | $571 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $571 | 0.00% | +5 | New |
| Sunrise Financial Services, LLC | 6 | $685 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 6 | $685 | 0.00% | +4+200.0% | Added |
| S&T Bank | 6 | $685 | 0.00% | +6 | New |
| First Command Advisory Services, Inc. | 8 | $913 | 0.00% | +8 | New |
| Navigoe, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 9 | $1.03K | 0.00% | +9 | New |
| Kilter Group LLC | 9 | $1.03K | 0.00% | +9 | New |
| Northwestern Mutual Wealth Management Co | 12 | $1.37K | 0.00% | −91−88.3% | Reduced |
| Bruce G. Allen Investments, LLC | 12 | $1.37K | 0.00% | +12 | New |
| SBI Securities Co., Ltd. | 13 | $1.48K | 0.00% | −3−18.8% | Reduced |
| Rialto Wealth Management, LLC | 13 | $1.49K | 0.00% | +11+550.0% | Added |
| Quent Capital, LLC | 14 | $1.60K | 0.00% | +11+366.7% | Added |
| SJS Investment Consulting Inc. | 16 | $1.83K | 0.00% | −50−75.8% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $2.06K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 18 | $2.06K | 0.00% | +18 | New |
| Pinnacle Wealth Planning Services, Inc. | 20 | $2.28K | 0.00% | −287−93.5% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 20 | $2.28K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 21 | $2.40K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 | $2.51K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 25 | $2.89K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 26 | $2.97K | 0.00% | −16−38.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 29 | $3.31K | 0.00% | +29 | New |
| Signature Equity Partners, LLC | 30 | $3.42K | 0.00% | −38−55.9% | Reduced |
| Bell Investment Advisors, Inc | 30 | $3.42K | 0.00% | +19+172.7% | Added |
| Private Wealth Management Group, LLC | 30 | $3.42K | 0.00% | +30 | New |
| Steward Partners Investment Advisory, LLC | 32 | $3.65K | 0.00% | −4,026−99.2% | Reduced |
| Bare Financial Services, Inc | 35 | $4.00K | 0.00% | +35 | New |
| Sachetta, LLC | 40 | $4.57K | 0.00% | +40 | New |
| Bessemer Group Inc | 46 | $5.00K | 0.00% | −45−49.5% | Reduced |
| Cedar Mountain Advisors, LLC | 44 | $5.02K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 50 | $5.71K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 53 | $6.02K | 0.00% | −4−7.0% | Reduced |
| Activest Wealth Management | 74 | $8.45K | 0.00% | +64+640.0% | Added |
| Stone House Investment Management, LLC | 77 | $8.79K | 0.00% | +77 | New |
| Los Angeles Capital Management LLC | 91 | $10.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 91 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 101 | $11.5K | 0.00% | −29−22.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 101 | $11.5K | 0.00% | +30+42.3% | Added |
| Assetmark, Inc | 108 | $12.3K | 0.00% | +93+620.0% | Added |
| Optiver Holding B.V. | 109 | $12.4K | 0.00% | +22+25.3% | Added |
| Brown Brothers Harriman & Co | 116 | $13.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 118 | $13.5K | 0.00% | −1−0.8% | Reduced |
| Geneos Wealth Management Inc. | 135 | $15.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 136 | $15.5K | 0.01% | +19+16.2% | Added |
| Parkside Financial Bank & Trust | 137 | $15.6K | 0.00% | +110+407.4% | Added |
| Creative Financial Designs Inc | 146 | $16.7K | 0.00% | −41−21.9% | Reduced |
| Kemnay Advisory Services Inc. | 155 | $17.7K | 0.00% | −7−4.3% | Reduced |
| True Wealth Design, LLC | 156 | $17.8K | 0.00% | +107+218.4% | Added |
| Massmutual Trust Co FSB | 176 | $20.1K | 0.00% | +160+1,000.0% | Added |
| Wellington-Altus USA Inc. | 148 | $20.5K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $22.8K | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 200 | $22.8K | 0.01% | +200 | New |
| Basecamp Wealth Advisors LLC | 203 | $23.2K | 0.00% | −29−12.5% | Reduced |
| Farther Finance Advisors, LLC | 210 | $24.0K | 0.00% | −72−25.5% | Reduced |
| GWM Advisors LLC | 216 | $24.7K | 0.00% | +152+237.5% | Added |
| IFP Advisors, Inc | 242 | $27.6K | 0.00% | +215+796.3% | Added |
| Clearstead Advisors, LLC | 297 | $33.9K | 0.00% | +292+5,840.0% | Added |
| Rockefeller Capital Management L.P. | 314 | $35.9K | 0.00% | +89+39.6% | Added |
| Public Employees Retirement System of Ohio | 353 | $40.3K | 0.00% | −5,006−93.4% | Reduced |
| Versant Capital Management, Inc | 378 | $43.2K | 0.00% | +309+447.8% | Added |
| Global Retirement Partners, LLC | 492 | $56.2K | 0.00% | +492 | New |
| South State Corp. | 600 | $68.5K | 0.00% | +600 | New |
| Signaturefd, LLC | 624 | $71.2K | 0.00% | −540−46.4% | Reduced |
| Covestor Ltd | 628 | $72.0K | 0.04% | +200+46.7% | Added |
| Nisa Investment Advisors, LLC | 642 | $73.3K | 0.00% | +233+57.0% | Added |
| Huntington National Bank | 665 | $75.9K | 0.00% | +109+19.6% | Added |
| EverSource Wealth Advisors, LLC | 799 | $91.2K | 0.00% | −307−27.8% | Reduced |
| Atlantic Union Bankshares Corp | 832 | $95.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 882 | $100.7K | 0.00% | +732+488.0% | Added |
| Custom Index Systems, LLC | 890 | $101.6K | 0.04% | +890 | New |
| Hantz Financial Services, Inc. | 946 | $108.0K | 0.00% | +848+865.3% | Added |
| Bayforest Capital Ltd | 999 | $114.0K | 0.11% | +617+161.5% | Added |
| GAMMA Investing LLC | 1,230 | $140.4K | 0.01% | +735+148.5% | Added |
| Allworth Financial LP | 1,388 | $158.5K | 0.00% | +747+116.5% | Added |
| Securian Asset Management, Inc | 1,497 | $160.4K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,568 | $179.0K | 0.00% | −45−2.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,580 | $180.4K | 0.00% | +533+50.9% | Added |
| Nykredit A/S | 1,598 | $182.4K | 0.00% | +1,598 | New |
| Ronald Blue Trust, Inc. | 1,604 | $183.1K | 0.00% | +944+143.0% | Added |
