| Torren Management, LLC | 1 | $23 | 0.00% | +1 | New |
| Canada Pension Plan Investment Board | 1 | $28 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $57 | 0.00% | +2 | New |
| Abound Wealth Management | 6 | $170 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 8 | $226 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 9 | $254 | 0.00% | +9 | New |
| Gilpin Wealth Management, LLC | 9 | $255 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 11 | $310 | 0.00% | +7+175.0% | Added |
| Rialto Wealth Management, LLC | 11 | $311 | 0.00% | +4+57.1% | Added |
| SJS Investment Consulting Inc. | 11 | $311 | 0.00% | +7+175.0% | Added |
| Quaker Wealth Management, LLC | 12 | $339 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 12 | $396 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 17 | $480 | 0.00% | +17 | New |
| Trust Co | 23 | $650 | 0.00% | +23 | New |
| South State Corp. | 24 | $678 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 32 | $904 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 32 | $904 | 0.00% | +30+1,500.0% | Added |
| Picton Mahoney Asset Management | 33 | $932 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 33 | $932 | 0.00% | +33 | New |
| Strategic Advocates LLC | 34 | $965 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 37 | $1.04K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 38 | $1.07K | 0.00% | +38 | New |
| Johnson Financial Group, Inc. | 45 | $1.27K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 45 | $1.27K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $1.27K | 0.00% | +45 | New |
| Sound Income Strategies, LLC | 39 | $1.27K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 50 | $1.41K | 0.00% | −50−50.0% | Reduced |
| Kilter Group LLC | 51 | $1.44K | 0.00% | +51 | New |
| Farmers & Merchants Investments Inc | 55 | $1.55K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 56 | $1.58K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 62 | $1.75K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 73 | $2.06K | 0.00% | +6+9.0% | Added |
| Fortitude Family Office, LLC | 79 | $2.23K | 0.00% | +5+6.8% | Added |
| JFS Wealth Advisors, LLC | 84 | $2.37K | 0.00% | +50+147.1% | Added |
| Keating Financial Advisory Services, Inc. | 92 | $2.60K | 0.00% | +92 | New |
| Cornerstone Financial Management LLC | 94 | $2.65K | 0.00% | +94 | New |
| ORG Partners LLC | 100 | $2.82K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 113 | $3.19K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 117 | $3.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 131 | $3.70K | 0.00% | −14−9.7% | Reduced |
| SageView Advisory Group, LLC | 131 | $3.70K | 0.00% | +131 | New |
| UMA Financial Services, Inc. | 153 | $4.32K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 160 | $4.52K | 0.00% | +38+31.1% | Added |
| North Star Investment Management Corp. | 170 | $4.80K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 193 | $5.45K | 0.00% | +193 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 202 | $5.86K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 214 | $6.04K | 0.00% | +186+664.3% | Added |
| Optiver Holding B.V. | 224 | $6.33K | 0.00% | −304−57.6% | Reduced |
| Medallion Wealth Advisors, LLC | 235 | $6.64K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 246 | $6.95K | 0.00% | −48−16.3% | Reduced |
| Quarry LP | 269 | $7.60K | 0.00% | −314−53.9% | Reduced |
| Smartleaf Asset Management LLC | 273 | $7.75K | 0.00% | +25+10.1% | Added |
| SRS Capital Advisors, Inc. | 286 | $8.08K | 0.00% | −14,356−98.0% | Reduced |
| Rothschild Investment LLC | 326 | $9.21K | 0.00% | +6+1.9% | Added |
| AdvisorNet Financial, Inc | 346 | $9.77K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 360 | $10.2K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 370 | $10.4K | 0.00% | +127+52.3% | Added |
| Steward Partners Investment Advisory, LLC | 407 | $11.5K | 0.00% | −308−43.1% | Reduced |
| Kemnay Advisory Services Inc. | 483 | $13.6K | 0.00% | +483 | New |
| Maryland Capital Advisors Inc. | 486 | $13.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 576 | $16.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 583 | $16.5K | 0.00% | +60+11.5% | Added |
| Private Wealth Management Group, LLC | 597 | $16.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 596 | $17.6K | 0.00% | +596 | New |
| Transamerica Financial Advisors, Inc. | 630 | $17.8K | 0.00% | +81+14.8% | Added |
| Umb Bank N A | 633 | $17.9K | 0.00% | +191+43.2% | Added |
| True Wealth Design, LLC | 675 | $19.1K | 0.01% | −21−3.0% | Reduced |
| Spire Wealth Management | 763 | $21.5K | 0.00% | −1,206−61.2% | Reduced |
| Fifth Third Bancorp | 785 | $22.2K | 0.00% | +550+234.0% | Added |
| Versant Capital Management, Inc | 861 | $24.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 864 | $25.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 905 | $26.0K | 0.00% | −15−1.6% | Reduced |
| Massmutual Trust Co FSB | 978 | $27.6K | 0.00% | +299+44.0% | Added |
| Nomura Asset Management Co Ltd | 1,080 | $30.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,158 | $32.7K | 0.00% | +3+0.3% | Added |
| Spurstone Advisory Services, LLC | 1,200 | $33.9K | 0.53% | +200+20.0% | Added |
| Salomon & Ludwin, LLC | 1,311 | $38.1K | 0.00% | −25−1.9% | Reduced |
| GAMMA Investing LLC | 1,440 | $40.7K | 0.00% | +630+77.8% | Added |
| Basecamp Wealth Advisors LLC | 1,698 | $48.0K | 0.01% | +1,698 | New |
| Parallel Advisors, LLC | 1,874 | $52.9K | 0.00% | −78−4.0% | Reduced |
| Farther Finance Advisors, LLC | 1,876 | $53.0K | 0.00% | −14−0.7% | Reduced |
| Allworth Financial LP | 1,950 | $55.1K | 0.00% | +38+2.0% | Added |
| Public Employees Retirement System of Ohio | 1,957 | $55.3K | 0.00% | +121+6.6% | Added |
| Platinum Investment Management Ltd | 1,965 | $55.5K | 0.01% | −7,582−79.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,000 | $56.5K | 0.02% | 00.0% | Unchanged |
| Wexford Capital LP | 2,060 | $58.2K | 0.01% | +570+38.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,120 | $59.9K | 0.01% | +2,120 | New |
| Essential Partners LLC | 2,217 | $62.6K | 0.02% | −98−4.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,273 | $64.2K | 0.03% | −46−2.0% | Reduced |
| Hantz Financial Services, Inc. | 2,476 | $70.0K | 0.00% | +1,184+91.6% | Added |
| EverSource Wealth Advisors, LLC | 2,559 | $72.3K | 0.00% | −129−4.8% | Reduced |
| US Bancorp | 2,604 | $73.5K | 0.00% | −3,330−56.1% | Reduced |
| IFP Advisors, Inc | 3,540 | $100.0K | 0.00% | +64+1.8% | Added |
| STRS Ohio | 3,700 | $104.5K | 0.00% | −900−19.6% | Reduced |
| Jones Financial Companies LLLP | 3,713 | $104.8K | 0.00% | +1,083+41.2% | Added |
| KBC Group NV | 3,835 | $108.0K | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4,430 | $125.1K | 0.03% | +4,430 | New |
