| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $43 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $85 | 0.00% | −201−99.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $89 | 0.00% | +2 | New |
| LRI Investments, LLC | 4 | $171 | 0.00% | +4 | New |
| Brown Brothers Harriman & Co | 5 | $213 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $214 | 0.00% | +2+66.7% | Added |
| Principia Wealth Advisory, LLC | 6 | $256 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7 | $298 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $299 | 0.00% | +2+40.0% | Added |
| Quarry LP | 8 | $341 | 0.00% | −7−46.7% | Reduced |
| Harbour Investments, Inc. | 8 | $341 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $341 | 0.00% | +5+166.7% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $384 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 18 | $768 | 0.00% | +18 | New |
| C M Bidwell & Associates Ltd | 19 | $810 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 22 | $938 | 0.00% | +7+46.7% | Added |
| Avion Wealth | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 29 | $1.24K | 0.00% | +29 | New |
| IFP Advisors, Inc | 34 | $1.45K | 0.00% | −38−52.8% | Reduced |
| Bare Financial Services, Inc | 36 | $1.53K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 37 | $1.58K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $1.58K | 0.00% | +6+19.4% | Added |
| Assetmark, Inc | 39 | $1.66K | 0.00% | +10+34.5% | Added |
| Fortitude Family Office, LLC | 40 | $1.71K | 0.00% | +14+53.8% | Added |
| Huntington National Bank | 41 | $1.75K | 0.00% | +41 | New |
| Valued Wealth Advisors LLC | 44 | $1.88K | 0.00% | +44 | New |
| Stone House Investment Management, LLC | 45 | $1.92K | 0.00% | −5−10.0% | Reduced |
| SJS Investment Consulting Inc. | 47 | $2.00K | 0.00% | +25+113.6% | Added |
| Rockefeller Capital Management L.P. | 48 | $2.05K | 0.00% | +48 | New |
| Parkside Financial Bank & Trust | 50 | $2.13K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 53 | $2.26K | 0.00% | +53 | New |
| Northwestern Mutual Wealth Management Co | 55 | $2.35K | 0.00% | +32+139.1% | Added |
| Ameritas Advisory Services, LLC | 63 | $2.69K | 0.00% | +63 | New |
| CVA Family Office, LLC | 76 | $3.24K | 0.00% | +49+181.5% | Added |
| Trust Co of Toledo NA | 100 | $4.26K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 118 | $5.03K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 115 | $5.18K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 134 | $5.71K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 179 | $7.63K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 183 | $7.80K | 0.00% | −1,704−90.3% | Reduced |
| Continuum Advisory, LLC | 207 | $8.83K | 0.00% | +207 | New |
| National Bank of Canada | 220 | $9.37K | 0.00% | −4−1.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 228 | $9.72K | 0.00% | +8+3.6% | Added |
| Farther Finance Advisors, LLC | 256 | $10.9K | 0.00% | +5+2.0% | Added |
| True Wealth Design, LLC | 293 | $12.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 324 | $14.0K | 0.00% | −2−0.6% | Reduced |
| Optiver Holding B.V. | 332 | $14.2K | 0.00% | +146+78.5% | Added |
| Silver Grove Financial Group, Inc. | 372 | $15.9K | 0.01% | +372 | New |
| Essential Partners LLC | 385 | $16.4K | 0.01% | −720−65.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 397 | $16.9K | 0.00% | +61+18.2% | Added |
| Covestor Ltd | 392 | $17.0K | 0.01% | +207+111.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 450 | $19.2K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 504 | $21.5K | 0.00% | −195−27.9% | Reduced |
| Larson Financial Group LLC | 512 | $21.8K | 0.00% | +158+44.6% | Added |
| Parallel Advisors, LLC | 553 | $23.6K | 0.00% | −196−26.2% | Reduced |
| Financial Management Professionals, Inc. | 663 | $28.3K | 0.00% | +235+54.9% | Added |
| Richardson Financial Services Inc. | 701 | $29.9K | 0.02% | +701 | New |
| Owl Creek Wealth Partners LLC | 755 | $32.2K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 800 | $34.1K | 0.00% | +500+166.7% | Added |
| Kilter Group LLC | 815 | $34.8K | 0.01% | +375+85.2% | Added |
| Signaturefd, LLC | 928 | $39.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 939 | $40.0K | 0.00% | +939 | New |
| Advisor Group Holdings, Inc. | 1,165 | $49.7K | 0.00% | +539+86.1% | Added |
| KBC Group NV | 1,307 | $56.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,376 | $58.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,409 | $59.0K | 0.00% | +136+10.7% | Added |
| Allworth Financial LP | 1,410 | $60.1K | 0.00% | −28−1.9% | Reduced |
| UMA Financial Services, Inc. | 1,954 | $83.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,097 | $89.4K | 0.00% | +32+1.5% | Added |
| Nisa Investment Advisors, LLC | 2,097 | $89.4K | 0.00% | +328+18.5% | Added |
| Nykredit A/S | 2,238 | $95.4K | 0.00% | +2,238 | New |
| SRS Capital Advisors, Inc. | 2,331 | $99.4K | 0.00% | +2,331 | New |
| Kemnay Advisory Services Inc. | 2,437 | $103.9K | 0.01% | +2,437 | New |
| The PNC Financial Services Group, Inc. | 2,597 | $110.7K | 0.00% | +5+0.2% | Added |
| Fulcrum Asset Management LLP | 3,194 | $127.6K | 0.01% | +3,194 | New |
| Acadian Asset Management LLC | 3,619 | $154.0K | 0.00% | +2,916+414.8% | Added |
| Smartleaf Asset Management LLC | 3,924 | $156.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,744 | $159.6K | 0.00% | −391−9.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,225 | $180.2K | 0.00% | +544+14.8% | Added |
| SG Americas Securities, LLC | 4,496 | $192.0K | 0.00% | −24,128−84.3% | Reduced |
| Merit Financial Group, LLC | 4,745 | $202.3K | 0.00% | +4,745 | New |
| CIBC Asset Management Inc | 4,781 | $203.9K | 0.00% | +4,781 | New |
| State Board of Administration of Florida Retirement System | 4,807 | $205.0K | 0.00% | +4,807 | New |
| Tower Research Capital LLC (TRC) | 4,984 | $212.5K | 0.01% | +847+20.5% | Added |
| Vise Technologies, Inc. | 5,128 | $218.7K | 0.00% | +5,128 | New |
| Y-Intercept (Hong Kong) Ltd | 5,153 | $219.7K | 0.00% | +5,153 | New |
| State of Alaska, Department of Revenue | 5,204 | $221.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,362 | $228.6K | 0.01% | +298+5.9% | Added |
| JustInvest LLC | 5,373 | $229.1K | 0.00% | +5,373 | New |
| Commerce Bank | 5,400 | $230.3K | 0.00% | +5,400 | New |
| Sentinus, LLC | 5,546 | $236.5K | 0.02% | +5,546 | New |
| Toroso Investments, LLC | 5,912 | $252.1K | 0.00% | +5,912 | New |
| Bayforest Capital Ltd | 5,926 | $252.7K | 0.23% | +2,500+73.0% | Added |
| Vontobel Holding Ltd. | 5,971 | $254.6K | 0.00% | +5,971 | New |
| ProShare Advisors LLC | 6,093 | $259.8K | 0.00% | −293−4.6% | Reduced |
| Swiss Life Asset Management Ltd | 6,428 | $274.1K | 0.00% | −743−10.4% | Reduced |
| Sanctuary Advisors, LLC | 6,635 | $282.9K | 0.00% | −2,170−24.6% | Reduced |
