| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 1 | $121 | 0.00% | −5−83.3% | Reduced |
| Huntington National Bank | 1 | $121 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $242 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $364 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $364 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 4 | $485 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 5 | $606 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $644 | 0.00% | −1−14.3% | Reduced |
| Atlantic Trust, LLC | 6 | $728 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $964 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $970 | 0.00% | −2−20.0% | Reduced |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $1.09K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $1.09K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10 | $1.21K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 12 | $1.45K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $1.57K | 0.00% | +13 | New |
| WealthCollab, LLC | 13 | $1.58K | 0.00% | +13 | New |
| Fortitude Family Office, LLC | 14 | $1.70K | 0.00% | +4+40.0% | Added |
| Farther Finance Advisors, LLC | 14 | $1.70K | 0.00% | +5+55.6% | Added |
| Farmers & Merchants Investments Inc | 15 | $1.82K | 0.00% | −3−16.7% | Reduced |
| Essential Partners LLC | 15 | $1.82K | 0.00% | +1+7.1% | Added |
| Picton Mahoney Asset Management | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $2.06K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $2.62K | 0.00% | +10 | New |
| Marquette Asset Management, LLC | 23 | $2.79K | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 24 | $2.91K | 0.00% | −5−17.2% | Reduced |
| Global Retirement Partners, LLC | 26 | $3.15K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 32 | $3.88K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 35 | $4.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 37 | $4.49K | 0.00% | +13+54.2% | Added |
| Rothschild Investment LLC | 40 | $4.85K | 0.00% | −10−20.0% | Reduced |
| IFP Advisors, Inc | 45 | $5.45K | 0.00% | +1+2.3% | Added |
| National Bank of Canada | 46 | $5.56K | 0.00% | +34+283.3% | Added |
| High Note Wealth, LLC | 47 | $5.70K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 66 | $7.00K | 0.00% | +5+8.2% | Added |
| Brown Brothers Harriman & Co | 58 | $7.03K | 0.00% | +58 | New |
| Sterling Capital Management LLC | 62 | $7.51K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $7.51K | 0.00% | +19+44.2% | Added |
| Jones Financial Companies LLLP | 73 | $8.83K | 0.00% | −75−50.7% | Reduced |
| WPG Advisers, LLC | 75 | $9.09K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 75 | $9.09K | 0.00% | +75 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80 | $9.70K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 80 | $9.70K | 0.00% | +15+23.1% | Added |
| Optiver Holding B.V. | 86 | $10.4K | 0.00% | +37+75.5% | Added |
| Simplex Trading, LLC | 123 | $14.0K | 0.00% | −596−82.9% | Reduced |
| Umb Bank N A | 129 | $15.6K | 0.00% | +32+33.0% | Added |
| Rockefeller Capital Management L.P. | 136 | $16.5K | 0.00% | +136 | New |
| Retirement Wealth Solutions LLC | 145 | $17.6K | 0.01% | −15−9.4% | Reduced |
| Bell Investment Advisors, Inc | 159 | $19.3K | 0.00% | −5−3.0% | Reduced |
| Salomon & Ludwin, LLC | 163 | $20.1K | 0.00% | +163 | New |
| Northwestern Mutual Wealth Management Co | 175 | $21.2K | 0.00% | +96+121.5% | Added |
| Principal Securities, Inc. | 178 | $21.6K | 0.00% | −7−3.8% | Reduced |
| Centerpoint Advisors, LLC | 178 | $22.0K | 0.01% | −1−0.6% | Reduced |
| Larson Financial Group LLC | 187 | $22.7K | 0.00% | +78+71.6% | Added |
| McIlrath & Eck, LLC | 191 | $23.1K | 0.00% | +118+161.6% | Added |
| Root Financial Partners, LLC | 194 | $23.5K | 0.00% | +194 | New |
| Signaturefd, LLC | 200 | $24.2K | 0.00% | −19−8.7% | Reduced |
| Danske Bank A/S | 200 | $24.2K | 0.00% | −18−8.3% | Reduced |
| NBC Securities, Inc. | 227 | $27.5K | 0.00% | +227 | New |
| Nomura Asset Management Co Ltd | 230 | $27.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 231 | $28.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 241 | $29.0K | 0.00% | −21−8.0% | Reduced |
| First Horizon Corp | 248 | $30.1K | 0.00% | +248 | New |
| CoreCap Advisors, LLC | 250 | $30.3K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 273 | $33.1K | 0.02% | +46+20.3% | Added |
| CBIZ Investment Advisory Services, LLC | 294 | $35.7K | 0.00% | −3−1.0% | Reduced |
| Mather Group, LLC. | 320 | $38.8K | 0.00% | +320 | New |
| Steward Partners Investment Advisory, LLC | 363 | $44.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 414 | $50.2K | 0.00% | +232+127.5% | Added |
| Covestor Ltd | 431 | $52.0K | 0.03% | −64−12.9% | Reduced |
| Advisor Group Holdings, Inc. | 556 | $61.9K | 0.00% | +64+13.0% | Added |
| Parallel Advisors, LLC | 516 | $62.5K | 0.00% | +111+27.4% | Added |
| Ronald Blue Trust, Inc. | 544 | $65.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 601 | $72.8K | 0.00% | +102+20.4% | Added |
| Fifth Third Bancorp | 610 | $73.9K | 0.00% | +34+5.9% | Added |
| Hantz Financial Services, Inc. | 647 | $78.0K | 0.00% | +40+6.6% | Added |
| Massmutual Trust Co FSB | 691 | $83.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 709 | $85.9K | 0.00% | −67−8.6% | Reduced |
| Public Employees Retirement System of Ohio | 737 | $89.3K | 0.00% | −3,289−81.7% | Reduced |
| Smithfield Trust Co | 764 | $93.0K | 0.00% | −216−22.0% | Reduced |
| 1620 Investment Advisors, Inc. | 779 | $94.4K | 0.06% | −3−0.4% | Reduced |
| KBC Group NV | 921 | $112.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 959 | $116.2K | 0.01% | +71+8.0% | Added |
| USA Financial Portformulas Corp | 987 | $119.6K | 0.02% | +482+95.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,004 | $121.7K | 0.00% | −71−6.6% | Reduced |
| Advisory Services Network, LLC | 1,048 | $127.0K | 0.00% | +1,048 | New |
| Atlantic Union Bankshares Corp | 1,084 | $131.4K | 0.00% | +1,084 | New |
| Parkside Financial Bank & Trust | 1,097 | $132.9K | 0.01% | −87−7.3% | Reduced |
| Smartleaf Asset Management LLC | 1,187 | $145.6K | 0.01% | +241+25.5% | Added |
| Advisors Asset Management, Inc. | 1,368 | $165.8K | 0.00% | +356+35.2% | Added |
| CIBC Private Wealth Group, LLC | 1,454 | $176.2K | 0.00% | −556−27.7% | Reduced |
| Ironwood Financial, llc | 1,664 | $201.7K | 0.04% | +1,664 | New |
| Axq Capital, LP | 1,665 | $201.8K | 0.08% | +1,665 | New |
| Cary Street Partner Investment Advisory LLC | 1,666 | $201.9K | 0.08% | −412−19.8% | Reduced |
| EMC Capital Management | 1,686 | $204.0K | 0.10% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,685 | $204.2K | 0.00% | +1,685 | New |
