| TFC Financial Management | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $174 | 0.00% | +1 | New |
| Advisory Services Network, LLC | 2 | $348 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $348 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 3 | $441 | 0.00% | +1+50.0% | Added |
| SBI Securities Co., Ltd. | 3 | $522 | 0.00% | −22−88.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $695 | 0.00% | −1−20.0% | Reduced |
| HFM Investment Advisors, LLC | 4 | $696 | 0.00% | −1−20.0% | Reduced |
| Rialto Wealth Management, LLC | 4 | $696 | 0.00% | +1+33.3% | Added |
| Tortoise Investment Management, LLC | 4 | $696 | 0.00% | +1+33.3% | Added |
| Raffa Wealth Management, LLC | 4 | $696 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6 | $1.04K | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 6 | $1.04K | 0.00% | +6 | New |
| Strategic Wealth Partners, Ltd. | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $1.56K | 0.00% | −42−82.4% | Reduced |
| Larson Financial Group LLC | 9 | $1.56K | 0.00% | +9 | New |
| Grove Bank & Trust | 10 | $1.74K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $1.74K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 11 | $1.91K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 11 | $1.91K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Pineridge Advisors LLC | 13 | $2.19K | 0.00% | −10−43.5% | Reduced |
| South State Corp. | 14 | $2.44K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 14 | $2.44K | 0.00% | +14 | New |
| Caitong International Asset Management Co., Ltd | 14 | $2.44K | 0.00% | +14 | New |
| Binnacle Investments Inc | 15 | $2.61K | 0.00% | +11+275.0% | Added |
| Guerra Advisors Inc | 15 | $2.61K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $2.77K | 0.00% | −1−6.3% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $2.78K | 0.00% | +1+6.7% | Added |
| Principal Securities, Inc. | 19 | $3.22K | 0.00% | +13+216.7% | Added |
| First Horizon Corp | 20 | $3.48K | 0.00% | +20 | New |
| Atlantic Trust, LLC | 20 | $3.48K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 22 | $3.83K | 0.00% | −14−38.9% | Reduced |
| Cranbrook Wealth Management, LLC | 24 | $4.17K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 32 | $5.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $5.57K | 0.00% | −18−36.0% | Reduced |
| Westend Capital Management, LLC | 35 | $6.09K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $6.09K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37 | $6.43K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 38 | $6.61K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 45 | $7.83K | 0.00% | +45 | New |
| Fortitude Family Office, LLC | 47 | $8.17K | 0.00% | +2+4.4% | Added |
| TD Private Client Wealth LLC | 49 | $8.52K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $8.70K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 52 | $9.04K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 59 | $10.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 60 | $10.4K | 0.00% | +5+9.1% | Added |
| Covestor Ltd | 63 | $11.0K | 0.01% | −1−1.6% | Reduced |
| Massmutual Trust Co FSB | 65 | $11.3K | 0.00% | −1−1.5% | Reduced |
| JFS Wealth Advisors, LLC | 67 | $11.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 70 | $12.2K | 0.00% | +34+94.4% | Added |
| UMA Financial Services, Inc. | 71 | $12.3K | 0.00% | −3−4.1% | Reduced |
| Private Wealth Asset Management, LLC | 72 | $12.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 77 | $13.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 80 | $13.9K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 85 | $14.8K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 89 | $15.4K | 0.00% | +89 | New |
| Geneos Wealth Management Inc. | 92 | $16.0K | 0.00% | −39−29.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $17.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 103 | $17.9K | 0.00% | −28−21.4% | Reduced |
| Matrix Trust Co | 107 | $19.0K | 0.00% | −22−17.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 109 | $19.0K | 0.00% | −4−3.5% | Reduced |
| Global Retirement Partners, LLC | 112 | $19.4K | 0.00% | −6−5.1% | Reduced |
| Perkins Coie Trust Co | 112 | $19.5K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 134 | $23.3K | 0.00% | +134 | New |
| Measured Wealth Private Client Group, LLC | 135 | $23.5K | 0.01% | +135 | New |
| GWM Advisors LLC | 141 | $24.5K | 0.00% | −25−15.1% | Reduced |
| CIBC Private Wealth Group, LLC | 154 | $26.8K | 0.00% | −3−1.9% | Reduced |
| Salem Investment Counselors Inc | 158 | $27.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 170 | $30.0K | 0.00% | +53+45.3% | Added |
| Birchbrook, Inc. | 175 | $30.4K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 176 | $30.6K | 0.00% | +159+935.3% | Added |
| Root Financial Partners, LLC | 191 | $33.2K | 0.00% | +191 | New |
| Sound Income Strategies, LLC | 200 | $33.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 193 | $33.6K | 0.00% | −33−14.6% | Reduced |
| Versant Capital Management, Inc | 214 | $37.2K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 260 | $45.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 276 | $48.0K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 288 | $50.1K | 0.00% | +288 | New |
| Smartleaf Asset Management LLC | 310 | $53.5K | 0.00% | +218+237.0% | Added |
| Hemington Wealth Management | 314 | $54.0K | 0.01% | +8+2.6% | Added |
| Parallel Advisors, LLC | 345 | $60.0K | 0.00% | −9−2.5% | Reduced |
| Spire Wealth Management | 353 | $61.4K | 0.00% | −5−1.4% | Reduced |
| Ci Investments Inc. | 380 | $66.0K | 0.00% | −284−42.8% | Reduced |
| EMC Capital Management | 381 | $66.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 404 | $70.3K | 0.00% | +2+0.5% | Added |
| GAMMA Investing LLC | 406 | $70.6K | 0.00% | +20+5.2% | Added |
| Point72 (DIFC) Ltd | 426 | $74.2K | 0.01% | +426 | New |
| STRS Ohio | 437 | $76.0K | 0.00% | −10,993−96.2% | Reduced |
| Clearstead Advisors, LLC | 441 | $76.7K | 0.00% | +117+36.1% | Added |
| Caldwell Sutter Capital, Inc. | 465 | $80.9K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 473 | $82.3K | 0.00% | +11+2.4% | Added |
| Pflug Koory, LLC | 490 | $85.2K | 0.04% | 00.0% | Unchanged |
| WFA Asset Management Corp | 528 | $85.8K | 0.05% | +3+0.6% | Added |
| Ancora Advisors, LLC | 500 | $87.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 532 | $92.5K | 0.01% | −35−6.2% | Reduced |
| Founders Capital Management | 550 | $95.7K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 550 | $95.8K | 0.00% | +550 | New |