| Ensign Peak Advisors, Inc | 22,300 | $0 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 6,163 | $1 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1 | $104 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2 | $208 | 0.00% | −616−99.7% | Reduced |
| Beacon Capital Management, Inc. | 2 | $208 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2 | $208 | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 14 | $264 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 4 | $415 | 0.00% | +4 | New |
| Chilton Capital Management LLC | 5 | $519 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 5 | $519 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $934 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $934 | 0.00% | +6+200.0% | Added |
| Toth Financial Advisory Corp | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.04K | 0.00% | +10 | New |
| Kings Path Partners LLC | 10 | $1.04K | 0.00% | +10 | New |
| Kimelman & Baird, LLC | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 12 | $1.25K | 0.00% | +12 | New |
| Operose Advisors LLC | 63 | $1.50K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 15 | $1.56K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $1.56K | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 16 | $1.66K | 0.00% | −284−94.7% | Reduced |
| Federated Hermes, Inc. | 17 | $1.76K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $1.76K | 0.00% | +5+41.7% | Added |
| Essential Partners LLC | 17 | $1.76K | 0.00% | +17 | New |
| Spire Wealth Management | 18 | $1.87K | 0.00% | −296−94.3% | Reduced |
| Kerr Financial Planning Corp | 14 | $1.87K | 0.00% | +10+250.0% | Added |
| CBIZ Investment Advisory Services, LLC | 19 | $1.97K | 0.00% | −114−85.7% | Reduced |
| Princeton Global Asset Management LLC | 20 | $2.08K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 20 | $2.08K | 0.00% | +20 | New |
| Asset Dedication, LLC | 20 | $2.08K | 0.00% | +20 | New |
| Sofos Investments, Inc. | 24 | $2.49K | 0.00% | −3−11.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.59K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 25 | $2.59K | 0.00% | +25 | New |
| Quaker Wealth Management, LLC | 27 | $2.80K | 0.00% | +27 | New |
| McGuire Capital Advisors Inc | 28 | $2.90K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 29 | $3.01K | 0.00% | +29 | New |
| HHM Wealth Advisors, LLC | 30 | $3.11K | 0.00% | +20+200.0% | Added |
| Bell Investment Advisors, Inc | 31 | $3.22K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 35 | $3.63K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 38 | $3.94K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 38 | $3.94K | 0.00% | +38 | New |
| GW&K Investment Management, LLC | 41 | $4.00K | 0.00% | +5+13.9% | Added |
| TFC Financial Management | 46 | $4.77K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 47 | $4.88K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 47 | $4.88K | 0.00% | +47 | New |
| Prosperity Bancshares Inc | 49 | $5.08K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 49 | $5.08K | 0.00% | −2−3.9% | Reduced |
| Advocate Investing Services LLC | 50 | $5.19K | 0.00% | +50 | New |
| Aspect Partners, LLC | 52 | $5.40K | 0.00% | +27+108.0% | Added |
| Triumph Capital Management | 53 | $5.50K | 0.00% | +50+1,666.7% | Added |
| Atlantic Union Bankshares Corp | 53 | $5.50K | 0.00% | −30−36.1% | Reduced |
| Proathlete Wealth Management LLC | 54 | $5.60K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 59 | $6.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 61 | $6.33K | 0.00% | +6+10.9% | Added |
| Hurley Capital, LLC | 63 | $6.54K | 0.00% | +63 | New |
| Sachetta, LLC | 67 | $6.95K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 70 | $7.26K | 0.00% | −2,213−96.9% | Reduced |
| Eastern Bank | 75 | $7.78K | 0.00% | +75 | New |
| Friedenthal Financial | 75 | $7.78K | 0.00% | +75 | New |
| Atlantic Edge Private Wealth Management, LLC | 75 | $7.78K | 0.00% | +75 | New |
| AdvisorNet Financial, Inc | 79 | $8.20K | 0.00% | −1,000−92.7% | Reduced |
| Colonial Trust Co | 100 | $9.23K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 92 | $9.55K | 0.00% | −1−1.1% | Reduced |
| Ballast Advisors LLC | 93 | $9.65K | 0.00% | +93 | New |
| Copia Wealth Management | 95 | $9.86K | 0.01% | −38−28.6% | Reduced |
| North Star Investment Management Corp. | 95 | $9.86K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 95 | $9.86K | 0.01% | +95 | New |
| UMA Financial Services, Inc. | 95 | $9.86K | 0.00% | +95 | New |
| Manchester Capital Management LLC | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 100 | $10.4K | 0.01% | +25+33.3% | Added |
| Islay Capital Management, LLC | 100 | $10.4K | 0.01% | +100 | New |
| N.E.W. Advisory Services LLC | 100 | $10.4K | 0.00% | +100 | New |
| IAG Wealth Partners, LLC | 105 | $10.9K | 0.00% | −6−5.4% | Reduced |
| Scarborough Advisors, LLC | 116 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 116 | $12.0K | 0.00% | +116 | New |
| Massmutual Trust Co FSB | 117 | $12.1K | 0.00% | +16+15.8% | Added |
| Owl Creek Wealth Partners LLC | 117 | $12.1K | 0.00% | +117 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 120 | $12.5K | 0.01% | +120 | New |
| Salomon & Ludwin, LLC | 124 | $13.5K | 0.00% | +52+72.2% | Added |
| Signature Equity Partners, LLC | 133 | $13.8K | 0.01% | −605−82.0% | Reduced |
| CNB Bank | 133 | $13.8K | 0.01% | +133 | New |
| DiNuzzo Private Wealth, Inc. | 138 | $14.3K | 0.00% | +138 | New |
| Lodestone Wealth Management LLC | 155 | $16.1K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 163 | $16.9K | 0.00% | −62−27.6% | Reduced |
| GAMMA Investing LLC | 179 | $18.6K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 182 | $18.9K | 0.00% | +182 | New |
| Bullock Wealth Management Group | 200 | $20.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $20.8K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 204 | $21.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 208 | $21.6K | 0.00% | −546−72.4% | Reduced |
| EverSource Wealth Advisors, LLC | 211 | $21.9K | 0.00% | +206+4,120.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 224 | $23.2K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 235 | $24.0K | 0.01% | +235 | New |
| Smartleaf Asset Management LLC | 263 | $24.3K | 0.00% | +227+630.6% | Added |
| Tower Research Capital LLC (TRC) | 240 | $24.9K | 0.00% | +240 | New |
| Truvestments Capital LLC | 241 | $25.0K | 0.00% | +241 | New |
| Sound Income Strategies, LLC | 260 | $26.5K | 0.00% | +100+62.5% | Added |
| Advisors Asset Management, Inc. | 264 | $27.4K | 0.00% | +264 | New |