| TFC Financial Management | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2 | $305 | 0.00% | −2,887−99.9% | Reduced |
| Principal Securities, Inc. | 2 | $305 | 0.00% | −6−75.0% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $305 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $305 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 3 | $457 | 0.00% | +3 | New |
| Sachetta, LLC | 5 | $763 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 6 | $915 | 0.00% | +5+500.0% | Added |
| Capital A Wealth Management, LLC | 6 | $915 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $1.07K | 0.00% | −2−22.2% | Reduced |
| Whipplewood Advisors, LLC | 7 | $1.07K | 0.00% | +7 | New |
| Spectrum Wealth Counsel, LLC | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8 | $1.22K | 0.00% | −1−11.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 8 | $1.22K | 0.00% | +8 | New |
| Kohmann Bosshard Financial Services, LLC | 10 | $1.52K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 13 | $1.98K | 0.00% | −8−38.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $2.29K | 0.00% | −1−6.3% | Reduced |
| Huntington National Bank | 16 | $2.44K | 0.00% | +6+60.0% | Added |
| Transce3nd, LLC | 19 | $2.90K | 0.00% | +19 | New |
| Massmutual Trust Co FSB | 20 | $3.05K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 22 | $3.35K | 0.00% | +17+340.0% | Added |
| Pineridge Advisors LLC | 23 | $3.52K | 0.00% | +23 | New |
| Versant Capital Management, Inc | 25 | $3.81K | 0.00% | −5−16.7% | Reduced |
| First Horizon Advisors, Inc. | 26 | $3.97K | 0.00% | −5−16.1% | Reduced |
| SBI Securities Co., Ltd. | 31 | $4.73K | 0.00% | +31 | New |
| Jackson, Grant Investment Advisers, Inc. | 32 | $4.88K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 34 | $5.18K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $5.18K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 35 | $5.33K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $5.33K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 36 | $5.49K | 0.01% | +36 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37 | $5.58K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $6.10K | 0.00% | +3+8.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 48 | $7.32K | 0.00% | −58−54.7% | Reduced |
| Princeton Global Asset Management LLC | 50 | $7.62K | 0.00% | −4,768−99.0% | Reduced |
| Bell Investment Advisors, Inc | 50 | $7.62K | 0.00% | +5+11.1% | Added |
| North Star Investment Management Corp. | 52 | $7.93K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 52 | $7.96K | 0.02% | +52 | New |
| Allspring Global Investments Holdings, LLC | 53 | $8.12K | 0.00% | −652−92.5% | Reduced |
| CVA Family Office, LLC | 55 | $8.38K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 56 | $8.54K | 0.00% | −6−9.7% | Reduced |
| Jones Financial Companies LLLP | 56 | $8.54K | 0.00% | +12+27.3% | Added |
| Rothschild Investment LLC | 61 | $9.30K | 0.00% | +1+1.7% | Added |
| Umb Bank N A | 65 | $9.91K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 63 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 66 | $10.1K | 0.01% | +66 | New |
| JFS Wealth Advisors, LLC | 67 | $10.2K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 71 | $10.8K | 0.00% | +71 | New |
| Private Trust Co NA | 73 | $11.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 77 | $11.7K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 89 | $13.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 89 | $13.6K | 0.00% | +19+27.1% | Added |
| Clearstead Advisors, LLC | 90 | $13.7K | 0.00% | +5+5.9% | Added |
| Roxbury Financial LLC | 85 | $14.2K | 0.01% | +85 | New |
| Colonial Trust Co | 97 | $14.8K | 0.00% | +97 | New |
| Venturi Wealth Management, LLC | 98 | $14.9K | 0.00% | −3−3.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $15.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $15.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 100 | $15.2K | 0.00% | +1+1.0% | Added |
| Farther Finance Advisors, LLC | 107 | $16.4K | 0.00% | −2−1.8% | Reduced |
| Perkins Coie Trust Co | 112 | $17.1K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 117 | $17.8K | 0.00% | +117 | New |
| EverSource Wealth Advisors, LLC | 118 | $18.0K | 0.00% | +94+391.7% | Added |
| Global Retirement Partners, LLC | 121 | $18.4K | 0.00% | +13+12.0% | Added |
| R Squared Ltd | 130 | $19.8K | 0.02% | +130 | New |
| Matrix Trust Co | 128 | $20.0K | 0.00% | +128 | New |
| CIBC Private Wealth Group, LLC | 139 | $21.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 158 | $24.1K | 0.00% | +3+1.9% | Added |
| GWM Advisors LLC | 174 | $26.5K | 0.00% | −247−58.7% | Reduced |
| Birchbrook, Inc. | 175 | $26.7K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $30.5K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 260 | $39.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 262 | $39.9K | 0.00% | +81+44.8% | Added |
| Whittier Trust Co of Nevada Inc | 263 | $40.1K | 0.00% | +263 | New |
| True Wealth Design, LLC | 273 | $41.6K | 0.02% | −175−39.1% | Reduced |
| GHP Investment Advisors, Inc. | 276 | $42.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 283 | $43.0K | 0.01% | +21+8.0% | Added |
| MAI Capital Management | 301 | $45.9K | 0.00% | +301 | New |
| Quadrant Capital Group LLC | 326 | $49.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 359 | $54.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 373 | $57.4K | 0.01% | +39+11.7% | Added |
| Spire Wealth Management | 389 | $59.3K | 0.00% | +2+0.5% | Added |
| Simplex Trading, LLC | 399 | $60.0K | 0.00% | +399 | New |
| Fifth Third Bancorp | 403 | $61.4K | 0.00% | +19+4.9% | Added |
| Transamerica Financial Advisors, Inc. | 419 | $64.0K | 0.01% | −35−7.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 425 | $64.8K | 0.02% | −1,618−79.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 465 | $70.9K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 490 | $74.7K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 497 | $75.8K | 0.01% | +497 | New |
| Ancora Advisors, LLC | 500 | $76.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 514 | $78.4K | 0.00% | +514 | New |
| TD Waterhouse Canada Inc. | 531 | $80.9K | 0.00% | +158+42.4% | Added |
| WFA Asset Management Corp | 532 | $81.1K | 0.04% | +4+0.8% | Added |
| Founders Capital Management | 550 | $83.8K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 565 | $86.1K | 0.01% | −85−13.1% | Reduced |
| Signaturefd, LLC | 631 | $96.2K | 0.00% | +8+1.3% | Added |
| Parallel Advisors, LLC | 657 | $100.2K | 0.00% | +367+126.6% | Added |
| Ronald Blue Trust, Inc. | 678 | $103.4K | 0.00% | −274−28.8% | Reduced |
| State of Wyoming | 687 | $104.7K | 0.01% | +687 | New |