| Curio Wealth, LLC | 1 | $67 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 2 | $134 | 0.00% | +1+100.0% | Added |
| Abound Wealth Management | 2 | $135 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $135 | 0.00% | +2 | New |
| Mirae Asset Global Investments Co., Ltd. | 3 | $201 | 0.00% | +3 | New |
| International Assets Investment Management, LLC | 3 | $202 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $202 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $269 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 4 | $291 | 0.00% | −7−63.6% | Reduced |
| Cedar Mountain Advisors, LLC | 5 | $335 | 0.00% | −1−16.7% | Reduced |
| Sofos Investments, Inc. | 5 | $335 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $335 | 0.00% | +5 | New |
| Ares Financial Consulting, LLC | 6 | $403 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $469 | 0.00% | +1+16.7% | Added |
| Legacy Wealth Managment, LLC | 7 | $470 | 0.00% | −9−56.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | $536 | 0.00% | +8 | New |
| Retirement Wealth Solutions LLC | 8 | $537 | 0.00% | +8 | New |
| Bogart Wealth, LLC | 9 | $603 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10 | $670 | 0.00% | −111−91.7% | Reduced |
| Fortitude Family Office, LLC | 10 | $670 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 10 | $671 | 0.00% | −9−47.4% | Reduced |
| Jones Financial Companies LLLP | 12 | $790 | 0.00% | −9−42.9% | Reduced |
| Raffa Wealth Management, LLC | 13 | $871 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 13 | $874 | 0.00% | +9+225.0% | Added |
| CoreCap Advisors, LLC | 14 | $938 | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 11 | $1.00K | 0.00% | −1−8.3% | Reduced |
| Advisory Services Network, LLC | 17 | $1.14K | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 18 | $1.21K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 20 | $1.34K | 0.00% | +10+100.0% | Added |
| GWM Advisors LLC | 21 | $1.41K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 21 | $1.41K | 0.00% | +21 | New |
| Strengthening Families & Communities, LLC | 23 | $1.54K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 31 | $2.08K | 0.00% | +30+3,000.0% | Added |
| Private Wealth Management Group, LLC | 32 | $2.15K | 0.00% | +14+77.8% | Added |
| MAI Capital Management | 33 | $2.21K | 0.00% | +33 | New |
| CVA Family Office, LLC | 34 | $2.28K | 0.00% | +34 | New |
| Quarry LP | 35 | $2.35K | 0.00% | +35 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 36 | $2.41K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 36 | $2.41K | 0.00% | −6−14.3% | Reduced |
| Rothschild Investment LLC | 39 | $2.61K | 0.00% | +21+116.7% | Added |
| Torren Management, LLC | 45 | $3.02K | 0.00% | −501−91.8% | Reduced |
| Bare Financial Services, Inc | 55 | $3.69K | 0.00% | +40+266.7% | Added |
| Bell Investment Advisors, Inc | 56 | $3.75K | 0.00% | −15−21.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 77 | $5.16K | 0.00% | +77 | New |
| Smartleaf Asset Management LLC | 92 | $5.93K | 0.00% | −386−80.8% | Reduced |
| Allworth Financial LP | 96 | $6.43K | 0.00% | +72+300.0% | Added |
| J.Safra Asset Management Corp | 97 | $6.50K | 0.00% | +47+94.0% | Added |
| Vanguard National Trust Co | 105 | $7.04K | 0.00% | +105 | New |
| IFP Advisors, Inc | 141 | $9.45K | 0.00% | +98+227.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 143 | $9.58K | 0.00% | +31+27.7% | Added |
| South State Corp. | 154 | $10.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 182 | $12.2K | 0.00% | +117+180.0% | Added |
| Farther Finance Advisors, LLC | 202 | $13.6K | 0.00% | +131+184.5% | Added |
| Golden State Wealth Management, LLC | 209 | $14.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 212 | $14.2K | 0.00% | +212 | New |
| Umb Bank N A | 215 | $14.4K | 0.00% | +4+1.9% | Added |
| EverSource Wealth Advisors, LLC | 234 | $15.7K | 0.00% | +85+57.0% | Added |
| CX Institutional | 250 | $17.0K | 0.00% | −60,463−99.6% | Reduced |
| Signaturefd, LLC | 258 | $17.3K | 0.00% | −1−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 270 | $18.1K | 0.00% | −145−34.9% | Reduced |
| Harbor Capital Advisors, Inc. | 289 | $19.0K | 0.00% | +130+81.8% | Added |
| Truvestments Capital LLC | 294 | $19.7K | 0.00% | −220−42.8% | Reduced |
| Anchor Investment Management, LLC | 325 | $21.8K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 400 | $26.8K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 404 | $27.1K | 0.00% | +404 | New |
| US Bancorp | 409 | $27.4K | 0.00% | +117+40.1% | Added |
| Salomon & Ludwin, LLC | 446 | $29.9K | 0.00% | +232+108.4% | Added |
| Caitong International Asset Management Co., Ltd | 583 | $39.1K | 0.01% | +1+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 592 | $39.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 615 | $41.2K | 0.00% | +510+485.7% | Added |
| GAMMA Investing LLC | 641 | $43.0K | 0.00% | −36−5.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 656 | $44.0K | 0.00% | +185+39.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 680 | $45.6K | 0.00% | −734−51.9% | Reduced |
| Advisor Group Holdings, Inc. | 683 | $45.8K | 0.00% | −52−7.1% | Reduced |
| Sterling Capital Management LLC | 704 | $47.2K | 0.00% | −488−40.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 750 | $50.3K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 789 | $52.9K | 0.00% | +660+511.6% | Added |
| Huntington National Bank | 823 | $55.1K | 0.00% | −18−2.1% | Reduced |
| Versant Capital Management, Inc | 855 | $57.3K | 0.01% | +331+63.2% | Added |
| Covestor Ltd | 887 | $60.0K | 0.04% | +8+0.9% | Added |
| Nomura Asset Management Co Ltd | 970 | $65.0K | 0.00% | +590+155.3% | Added |
| Palouse Capital Management, Inc. | 1,086 | $72.8K | 0.05% | +96+9.7% | Added |
| KBC Group NV | 1,101 | $74.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,243 | $83.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,561 | $104.6K | 0.00% | +302+24.0% | Added |
| Meeder Asset Management Inc | 1,747 | $117.1K | 0.01% | +1,747 | New |
| Rockefeller Capital Management L.P. | 1,810 | $121.3K | 0.00% | +1,408+350.2% | Added |
| State of Wyoming | 1,909 | $127.9K | 0.02% | −406−17.5% | Reduced |
| Bayforest Capital Ltd | 1,972 | $132.1K | 0.15% | −1,214−38.1% | Reduced |
| Hantz Financial Services, Inc. | 1,998 | $134.0K | 0.00% | +1,187+146.4% | Added |
| Tower Research Capital LLC (TRC) | 2,260 | $151.4K | 0.00% | +360+18.9% | Added |
| Royal Bank of Canada | 2,337 | $157.0K | 0.00% | −696−22.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,417 | $162.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,426 | $162.6K | 0.00% | +1,897+358.6% | Added |
| Vestcor Inc | 2,585 | $173.0K | 0.00% | +2,585 | New |
| The PNC Financial Services Group, Inc. | 2,600 | $174.2K | 0.00% | −250−8.8% | Reduced |
| Public Employees Retirement Association of Colorado | 2,697 | $181.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,856 | $191.4K | 0.00% | +10+0.4% | Added |
| CIBC Asset Management Inc | 2,999 | $201.0K | 0.00% | −79−2.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,180 | $210.3K | 0.00% | +12,021+1,037.2% | Added |
