| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Assetmark, Inc | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $164 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $327 | 0.00% | −1−33.3% | Reduced |
| Pacific Center for Financial Services | 2 | $328 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $491 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $491 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $492 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 4 | $654 | 0.00% | +4 | New |
| Gilpin Wealth Management, LLC | 4 | $655 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $655 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $819 | 0.00% | +5 | New |
| Basecamp Wealth Advisors LLC | 6 | $982 | 0.00% | −2−25.0% | Reduced |
| MV Capital Management, Inc. | 6 | $983 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $988 | 0.00% | +3+100.0% | Added |
| Golden State Wealth Management, LLC | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $1.15K | 0.00% | +2+40.0% | Added |
| Rossby Financial, LCC | 10 | $1.64K | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 11 | $1.80K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $1.80K | 0.00% | −9−45.0% | Reduced |
| Prestige Wealth Management Group LLC | 11 | $1.80K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 11 | $1.80K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $2.29K | 0.00% | +4+40.0% | Added |
| Cornerstone Financial Management LLC | 14 | $2.29K | 0.00% | +9+180.0% | Added |
| Continuum Advisory, LLC | 16 | $2.62K | 0.00% | +16 | New |
| Torren Management, LLC | 17 | $2.78K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 20 | $3.27K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $3.27K | 0.00% | +3+17.6% | Added |
| Raffa Wealth Management, LLC | 22 | $3.60K | 0.00% | +5+29.4% | Added |
| Quarry LP | 22 | $3.60K | 0.00% | +5+29.4% | Added |
| Hughes Financial Services, LLC | 22 | $3.60K | 0.00% | +5+29.4% | Added |
| Silver Grove Financial Group, Inc. | 22 | $3.60K | 0.00% | +22 | New |
| Keating Financial Advisory Services, Inc. | 24 | $3.93K | 0.00% | +1+4.3% | Added |
| Bayforest Capital Ltd | 26 | $4.26K | 0.00% | +26 | New |
| Avion Wealth | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 35 | $5.73K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 35 | $5.73K | 0.00% | +3+9.4% | Added |
| Caitong International Asset Management Co., Ltd | 37 | $6.06K | 0.00% | +9+32.1% | Added |
| Brown Brothers Harriman & Co | 39 | $6.38K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 39 | $6.39K | 0.00% | −2−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 41 | $6.71K | 0.00% | +30+272.7% | Added |
| Rothschild Investment LLC | 42 | $6.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 63 | $10.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 70 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 89 | $14.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $16.4K | 0.00% | +100 | New |
| Huntington National Bank | 112 | $18.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 118 | $19.3K | 0.00% | +4+3.5% | Added |
| Kemnay Advisory Services Inc. | 120 | $19.6K | 0.00% | +21+21.2% | Added |
| Covestor Ltd | 121 | $20.0K | 0.01% | −15−11.0% | Reduced |
| Macquarie Group Ltd | 124 | $20.3K | 0.00% | +124 | New |
| Game Plan Financial Advisors, LLC | 125 | $20.5K | 0.01% | +125 | New |
| Optiver Holding B.V. | 136 | $22.3K | 0.00% | +136 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 145 | $23.7K | 0.00% | +19+15.1% | Added |
| Larson Financial Group LLC | 149 | $24.4K | 0.00% | +29+24.2% | Added |
| Umb Bank N A | 161 | $26.4K | 0.00% | +3+1.9% | Added |
| Farther Finance Advisors, LLC | 179 | $29.3K | 0.00% | −23−11.4% | Reduced |
| Los Angeles Capital Management LLC | 197 | $32.3K | 0.00% | +140+245.6% | Added |
| Cullen/Frost Bankers, Inc. | 200 | $32.7K | 0.00% | +26+14.9% | Added |
| Concord Wealth Partners | 200 | $32.7K | 0.00% | +200 | New |
| Salomon & Ludwin, LLC | 243 | $38.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 254 | $41.6K | 0.00% | −2,404−90.4% | Reduced |
| Bessemer Group Inc | 278 | $45.0K | 0.00% | +109+64.5% | Added |
| Massmutual Trust Co FSB | 295 | $48.3K | 0.00% | −15−4.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 350 | $57.3K | 0.02% | 00.0% | Unchanged |
| USA Financial Formulas | 353 | $57.8K | 0.01% | +353 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 376 | $61.6K | 0.00% | −168−30.9% | Reduced |
| Premier Financial Group | 400 | $65.5K | 0.01% | +400 | New |
| Public Employees Retirement System of Ohio | 409 | $67.0K | 0.00% | −40−8.9% | Reduced |
| Versant Capital Management, Inc | 468 | $76.6K | 0.01% | −60−11.4% | Reduced |
| SRS Capital Advisors, Inc. | 557 | $91.2K | 0.00% | +510+1,085.1% | Added |
| KBC Group NV | 644 | $105.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 738 | $120.8K | 0.00% | −137−15.7% | Reduced |
| Tower Research Capital LLC (TRC) | 776 | $127.1K | 0.00% | +20+2.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 823 | $134.8K | 0.00% | +823 | New |
| Pinnacle Wealth Planning Services, Inc. | 859 | $140.6K | 0.01% | +96+12.6% | Added |
| Sterling Capital Management LLC | 893 | $146.2K | 0.00% | +295+49.3% | Added |
| Nykredit A/S | 909 | $148.8K | 0.00% | +909 | New |
| GAMMA Investing LLC | 937 | $153.4K | 0.01% | +26+2.9% | Added |
| Ensign Peak Advisors, Inc | 1,092 | $178.8K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,250 | $204.7K | 0.05% | +1,250 | New |
| Central Pacific Bank - Trust Division | 1,250 | $204.7K | 0.02% | −750−37.5% | Reduced |
| SkyView Investment Advisors, LLC | 1,250 | $205.0K | 0.16% | +1,250 | New |
| Public Employees Retirement Association of Colorado | 1,284 | $210.0K | 0.00% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 1,350 | $221.0K | 0.02% | +1,350 | New |
| Truist Financial Corp | 1,397 | $228.7K | 0.00% | +1,397 | New |
| Odyssean, LLC | 1,478 | $242.0K | 0.04% | +1,478 | New |
| Global Retirement Partners, LLC | 1,488 | $243.6K | 0.00% | +1,488 | New |
| Garrison Point Advisors, LLC | 1,500 | $245.6K | 0.10% | +1,500 | New |
| Savant Capital, LLC | 1,794 | $245.8K | 0.00% | +1,794 | New |
| Adviser Investments LLC | 1,504 | $246.3K | 0.00% | +1,504 | New |
| Centiva Capital, LP | 1,539 | $252.0K | 0.01% | −2,817−64.7% | Reduced |
| Captrust Financial Advisors | 1,566 | $256.4K | 0.00% | +1,566 | New |
| Bailard, Inc. | 1,600 | $262.0K | 0.01% | +1,600 | New |
| Ballentine Partners, LLC | 1,609 | $263.4K | 0.00% | +1,609 | New |
| CIBC Asset Management Inc | 1,626 | $266.2K | 0.00% | +1,626 | New |
| Ameritas Investment Partners, Inc. | 1,646 | $269.5K | 0.01% | +92+5.9% | Added |
| Inceptionr LLC | 1,649 | $270.0K | 0.07% | +1,649 | New |