| Quent Capital, LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Quest Partners LLC | 1 | $85 | 0.00% | −4,324−100.0% | Reduced |
| AdvisorNet Financial, Inc | 1 | $85 | 0.00% | −17−94.4% | Reduced |
| Rothschild Investment LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2 | $169 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 3 | $254 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $338 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $338 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $338 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $423 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 7 | $592 | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 8 | $676 | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 13 | $1.10K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $1.18K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 20 | $1.69K | 0.00% | −494−96.1% | Reduced |
| Bellevue Asset Management, LLC | 21 | $1.77K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 24 | $2.03K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $2.03K | 0.00% | −23−48.9% | Reduced |
| SJS Investment Consulting Inc. | 26 | $2.20K | 0.00% | −7−21.2% | Reduced |
| Horizon Investments, LLC | 27 | $2.28K | 0.00% | +27 | New |
| MAI Capital Management | 32 | $2.71K | 0.00% | +32 | New |
| Bokf, NA | 36 | $3.04K | 0.00% | +9+33.3% | Added |
| Harbour Investments, Inc. | 40 | $3.38K | 0.00% | +13+48.1% | Added |
| Skylands Capital, LLC | 44 | $3.72K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $3.72K | 0.00% | +44 | New |
| CoreCap Advisors, LLC | 48 | $4.06K | 0.00% | −1−2.0% | Reduced |
| TD Private Client Wealth LLC | 49 | $4.14K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $4.23K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 51 | $4.31K | 0.00% | −11−17.7% | Reduced |
| Salem Investment Counselors Inc | 52 | $4.40K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 56 | $4.74K | 0.00% | −5−8.2% | Reduced |
| Legacy Investment Solutions, LLC | 61 | $5.19K | 0.00% | +10+19.6% | Added |
| Legacy Wealth Managment, LLC | 61 | $5.19K | 0.00% | +10+19.6% | Added |
| Farmers & Merchants Investments Inc | 63 | $5.33K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 65 | $5.50K | 0.00% | +46+242.1% | Added |
| Avalon Trust Co | 65 | $5.50K | 0.00% | +65 | New |
| Quarry LP | 72 | $6.09K | 0.00% | −505−87.5% | Reduced |
| Huntington National Bank | 72 | $6.09K | 0.00% | −117−61.9% | Reduced |
| Kestra Investment Management, LLC | 81 | $6.85K | 0.00% | +81 | New |
| Coppell Advisory Solutions LLC | 83 | $6.99K | 0.00% | +83 | New |
| Hemington Wealth Management | 93 | $7.00K | 0.00% | +29+45.3% | Added |
| Roxbury Financial LLC | 81 | $7.15K | 0.01% | +81 | New |
| Central Trust Co | 85 | $7.19K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 94 | $7.95K | 0.00% | −4−4.1% | Reduced |
| First Horizon Advisors, Inc. | 94 | $7.95K | 0.00% | +12+14.6% | Added |
| JFS Wealth Advisors, LLC | 97 | $8.20K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 100 | $8.46K | 0.00% | −4−3.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 100 | $8.46K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 123 | $10.4K | 0.00% | +123 | New |
| SRS Capital Advisors, Inc. | 129 | $10.9K | 0.00% | −13−9.2% | Reduced |
| Clearstead Advisors, LLC | 132 | $11.2K | 0.00% | −28−17.5% | Reduced |
| Geneos Wealth Management Inc. | 140 | $11.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 152 | $12.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 160 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 161 | $13.6K | 0.00% | −22−12.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 164 | $13.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 164 | $13.9K | 0.00% | −727−81.6% | Reduced |
| Parkside Financial Bank & Trust | 169 | $14.3K | 0.00% | +44+35.2% | Added |
| Washington Trust Advisors, Inc. | 173 | $14.6K | 0.00% | −19−9.9% | Reduced |
| Private Trust Co NA | 196 | $16.6K | 0.00% | −4−2.0% | Reduced |
| Group One Trading, L.P. | 200 | $16.9K | 0.00% | +200 | New |
| Golden State Wealth Management, LLC | 200 | $16.9K | 0.00% | +200 | New |
| Smithfield Trust Co | 205 | $17.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 205 | $17.3K | 0.01% | +205 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 221 | $18.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 225 | $19.0K | 0.00% | +69+44.2% | Added |
| Toth Financial Advisory Corp | 245 | $20.7K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 248 | $21.0K | 0.00% | +248 | New |
| IFP Advisors, Inc | 296 | $25.0K | 0.00% | +98+49.5% | Added |
| Millstone Evans Group, LLC | 302 | $25.5K | 0.02% | +302 | New |
| Massmutual Trust Co FSB | 308 | $26.0K | 0.00% | +5+1.7% | Added |
| TD Capital Management LLC | 340 | $28.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 345 | $29.2K | 0.01% | +74+27.3% | Added |
| Lindbrook Capital, LLC | 366 | $30.9K | 0.00% | +5+1.4% | Added |
| Rise Advisors, LLC | 385 | $32.6K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 392 | $33.1K | 0.00% | −162−29.2% | Reduced |
| Venturi Wealth Management, LLC | 474 | $40.1K | 0.00% | +65+15.9% | Added |
| Central Pacific Bank - Trust Division | 494 | $41.8K | 0.01% | +494 | New |
| Field & Main Bank | 500 | $42.3K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 500 | $42.3K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 516 | $43.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 566 | $47.9K | 0.00% | +238+72.6% | Added |
| Jones Financial Companies LLLP | 582 | $49.2K | 0.00% | +81+16.2% | Added |
| Mather Group, LLC. | 596 | $50.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 622 | $53.0K | 0.00% | +134+27.5% | Added |
| Armstrong Advisory Group, Inc | 651 | $55.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 696 | $58.6K | 0.01% | +76+12.3% | Added |
| V-Square Quantitative Management LLC | 704 | $59.5K | 0.01% | +239+51.4% | Added |
| Amundi | 725 | $62.2K | 0.00% | −17−2.3% | Reduced |
| Umb Bank N A | 766 | $64.8K | 0.00% | +313+69.1% | Added |
| J.Safra Asset Management Corp | 780 | $65.7K | 0.01% | +226+40.8% | Added |
| Bessemer Group Inc | 861 | $72.0K | 0.00% | −1,050−54.9% | Reduced |
| Fifth Third Bancorp | 907 | $76.7K | 0.00% | −7−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 1,013 | $86.9K | 0.00% | −56−5.2% | Reduced |
| Parallel Advisors, LLC | 1,044 | $88.3K | 0.00% | +24+2.4% | Added |
| Mainstream Capital Management LLC | 1,237 | $104.6K | 0.07% | +1,237 | New |
| Covestor Ltd | 1,268 | $107.0K | 0.07% | −717−36.1% | Reduced |
| Acadian Asset Management LLC | 1,305 | $110.0K | 0.00% | 00.0% | Unchanged |
