| Evolution Advisers, Inc. | 8 | $0 | 0.00% | +8 | New |
| Measured Wealth Private Client Group, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $34 | 0.00% | −1−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $67 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $67 | 0.00% | +2 | New |
| Elequin Capital LP | 3 | $101 | 0.00% | −31−91.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3 | $101 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 5 | $168 | 0.00% | −1−16.7% | Reduced |
| Stone House Investment Management, LLC | 7 | $235 | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 8 | $269 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 9 | $303 | 0.00% | −3−25.0% | Reduced |
| JPL Wealth Management, LLC | 9 | $303 | 0.00% | +9 | New |
| Harbour Investments, Inc. | 9 | $315 | 0.00% | −1−10.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 10 | $336 | 0.00% | +10 | New |
| Wealth Enhancement Trust Services, Inc. | 10 | $336 | 0.00% | +10 | New |
| Silver Grove Financial Group, Inc. | 11 | $369 | 0.00% | +11 | New |
| Cornerstone Financial Management LLC | 16 | $537 | 0.00% | +16 | New |
| Marquette Asset Management, LLC | 17 | $571 | 0.00% | +17 | New |
| Institute for Wealth Management, LLC. | 17 | $576 | 0.00% | +17 | New |
| Signature Equity Partners, LLC | 18 | $604 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $672 | 0.00% | +17+566.7% | Added |
| Farmers & Merchants Investments Inc | 26 | $873 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 30 | $1.01K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 33 | $1.11K | 0.00% | +23+230.0% | Added |
| Smartleaf Asset Management LLC | 42 | $1.42K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 44 | $1.48K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 53 | $1.78K | 0.00% | −61−53.5% | Reduced |
| GW&K Investment Management, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 67 | $2.25K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 67 | $2.25K | 0.00% | +67 | New |
| Manning & Napier Advisors LLC | 70 | $2.37K | 0.00% | +70 | New |
| TD Waterhouse Canada Inc. | 65 | $2.54K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 81 | $2.72K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 83 | $2.79K | 0.00% | +9+12.2% | Added |
| Retirement Wealth Solutions LLC | 90 | $3.02K | 0.00% | +77+592.3% | Added |
| Picton Mahoney Asset Management | 93 | $3.12K | 0.00% | −44,799−99.8% | Reduced |
| Fulcrum Asset Management LLP | 120 | $4.06K | 0.00% | +120 | New |
| IFP Advisors, Inc | 135 | $4.53K | 0.00% | +61+82.4% | Added |
| Tokio Marine Asset Management Co Ltd | 143 | $4.80K | 0.00% | +143 | New |
| Bare Financial Services, Inc | 159 | $5.34K | 0.00% | +143+893.8% | Added |
| Bryn Mawr Trust Co | 176 | $5.91K | 0.00% | +176 | New |
| GHP Investment Advisors, Inc. | 198 | $6.65K | 0.00% | −75,727−99.7% | Reduced |
| Los Angeles Capital Management LLC | 200 | $6.72K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 201 | $6.75K | 0.00% | +108+116.1% | Added |
| Whittier Trust Co | 189 | $7.32K | 0.00% | −108−36.4% | Reduced |
| Insigneo Advisory Services, LLC | – | $9.56K | 0.00% | – | – |
| FNY Investment Advisers, LLC | 300 | $10.0K | 0.00% | −3,837−92.7% | Reduced |
| Basecamp Wealth Advisors LLC | 298 | $10.0K | 0.00% | +122+69.3% | Added |
| Signaturefd, LLC | 309 | $10.4K | 0.00% | +292+1,717.6% | Added |
| WPG Advisers, LLC | 345 | $11.6K | 0.01% | −1−0.3% | Reduced |
| Massmutual Trust Co FSB | 374 | $12.6K | 0.00% | +374 | New |
| Rossby Financial, LCC | 395 | $13.3K | 0.00% | −20−4.8% | Reduced |
| Covestor Ltd | 400 | $14.0K | 0.01% | +392+4,900.0% | Added |
| Group One Trading, L.P. | 419 | $14.1K | 0.00% | −3,638−89.7% | Reduced |
| Global Retirement Partners, LLC | 420 | $14.1K | 0.00% | +420 | New |
| Essential Partners LLC | 433 | $14.5K | 0.01% | −14−3.1% | Reduced |
| WealthCollab, LLC | 445 | $14.9K | 0.01% | +445 | New |
| Quaker Wealth Management, LLC | 450 | $15.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 452 | $15.2K | 0.00% | +446+7,433.3% | Added |
| Aster Capital Management (DIFC) Ltd | 483 | $16.2K | 0.00% | −12,173−96.2% | Reduced |
| Financial Management Professionals, Inc. | 486 | $16.3K | 0.00% | +486 | New |
| Rothschild Investment LLC | 569 | $19.1K | 0.00% | +290+103.9% | Added |
| Federation des caisses Desjardins du Quebec | 570 | $19.1K | 0.00% | +509+834.4% | Added |
| Salomon & Ludwin, LLC | 513 | $20.1K | 0.00% | +513 | New |
| Larson Financial Group LLC | 625 | $21.0K | 0.00% | +601+2,504.2% | Added |
| Stephens Inc | 24,000 | $22.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 751 | $25.2K | 0.00% | +751 | New |
| Farther Finance Advisors, LLC | 773 | $26.0K | 0.00% | +370+91.8% | Added |
| Ronald Blue Trust, Inc. | 821 | $27.6K | 0.00% | +72+9.6% | Added |
| Public Employees Retirement System of Ohio | 831 | $27.9K | 0.00% | +202+32.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 892 | $30.0K | 0.00% | +485+119.2% | Added |
| Whittier Trust Co of Nevada Inc | 819 | $32.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $33.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,062 | $35.7K | 0.00% | +237+28.7% | Added |
| Advisor Group Holdings, Inc. | 1,071 | $36.0K | 0.00% | −51−4.5% | Reduced |
| Crestwood Advisors Group LLC | 40,000 | $38.2K | 0.00% | +40,000 | New |
| KBC Group NV | 1,161 | $39.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,291 | $43.4K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | – | $44.9K | 0.02% | – | – |
| Leonteq Securities AG | 1,500 | $50.4K | 0.00% | −200−11.8% | Reduced |
| Parallel Advisors, LLC | 1,581 | $53.1K | 0.00% | +468+42.0% | Added |
| Nisa Investment Advisors, LLC | 1,621 | $54.4K | 0.00% | +692+74.5% | Added |
| Hantz Financial Services, Inc. | 1,689 | $57.0K | 0.00% | +754+80.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,800 | $60.4K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 64,000 | $61.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,079 | $69.8K | 0.00% | −445−17.6% | Reduced |
| GAMMA Investing LLC | 2,126 | $71.4K | 0.00% | +410+23.9% | Added |
| Allworth Financial LP | 2,406 | $80.8K | 0.00% | +2,084+647.2% | Added |
| Oppenheimer Asset Management Inc. | 85,000 | $81.3K | 0.00% | +5,000+6.3% | Added |
| Versant Capital Management, Inc | 2,645 | $88.8K | 0.01% | +2,174+461.6% | Added |
| Rockefeller Capital Management L.P. | 3,259 | $109.5K | 0.00% | +520+19.0% | Added |
| Pier 88 Investment Partners LLC | 3,500 | $117.5K | 0.03% | −16,100−82.1% | Reduced |
| Ensign Peak Advisors, Inc | 3,744 | $125.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,795 | $127.4K | 0.00% | +1,106+41.1% | Added |
| Ameritas Investment Partners, Inc. | 3,836 | $128.8K | 0.00% | +256+7.2% | Added |
| HGK Asset Management Inc | 3,948 | $132.6K | 0.02% | −11,232−74.0% | Reduced |
| Royal Bank of Canada | 4,322 | $146.0K | 0.00% | −8,456−66.2% | Reduced |
| Public Employees Retirement Association of Colorado | 5,100 | $171.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | – | $182.4K | 0.00% | – | – |
| Virtus Fixed Income Advisers, LLC | – | $185.5K | 0.12% | – | New |
