| Bollard Group LLC | 5 | $0 | 0.00% | −15−75.0% | Reduced |
| Dunhill Financial, LLC | 1 | $65 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 2 | $109 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $162 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $216 | 0.00% | +4 | New |
| Gilpin Wealth Management, LLC | 6 | $324 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 7 | $378 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $378 | 0.00% | +1+16.7% | Added |
| Rialto Wealth Management, LLC | 8 | $432 | 0.00% | +3+60.0% | Added |
| Ankerstar Wealth, LLC | 8 | $432 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $486 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $539 | 0.00% | +5+100.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 10 | $539 | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $540 | 0.00% | −1−9.1% | Reduced |
| True Wealth Design, LLC | 13 | $702 | 0.00% | +12+1,200.0% | Added |
| Cornerstone Financial Management LLC | 14 | $755 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $971 | 0.00% | −1−5.3% | Reduced |
| Montag A & Associates Inc | 20 | $1.08K | 0.00% | −14−41.2% | Reduced |
| Picton Mahoney Asset Management | 23 | $1.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $1.29K | 0.00% | −543−95.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 24 | $1.29K | 0.00% | +2+9.1% | Added |
| Fortitude Family Office, LLC | 26 | $1.40K | 0.00% | −5−16.1% | Reduced |
| Essential Partners LLC | 26 | $1.40K | 0.00% | +14+116.7% | Added |
| Farmers & Merchants Investments Inc | 37 | $2.00K | 0.00% | −3−7.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 41 | $2.21K | 0.00% | +41 | New |
| Parkside Financial Bank & Trust | 44 | $2.37K | 0.00% | +17+63.0% | Added |
| Godfrey Financial Associates, Inc. | 46 | $2.48K | 0.00% | +46 | New |
| Massmutual Trust Co FSB | 49 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 51 | $2.75K | 0.00% | −76−59.8% | Reduced |
| IMA Wealth, Inc. | 58 | $3.13K | 0.00% | +58 | New |
| Bell Investment Advisors, Inc | 59 | $3.18K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 61 | $3.29K | 0.00% | −178−74.5% | Reduced |
| Larson Financial Group LLC | 62 | $3.36K | 0.00% | +5+8.8% | Added |
| Signaturefd, LLC | 72 | $3.88K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 81 | $4.37K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 83 | $4.48K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 92 | $4.96K | 0.00% | −3−3.2% | Reduced |
| Assetmark, Inc | 92 | $4.96K | 0.00% | +66+253.8% | Added |
| Capital Analysts, LLC | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 95 | $5.00K | 0.00% | +15+18.8% | Added |
| SRS Capital Advisors, Inc. | 95 | $5.12K | 0.00% | −681−87.8% | Reduced |
| JFS Wealth Advisors, LLC | 97 | $5.23K | 0.00% | +24+32.9% | Added |
| Huntington National Bank | 99 | $5.34K | 0.00% | −60−37.7% | Reduced |
| SageView Advisory Group, LLC | 105 | $5.66K | 0.00% | +105 | New |
| Sound Income Strategies, LLC | 96 | $5.93K | 0.00% | +96 | New |
| Global Retirement Partners, LLC | 116 | $6.26K | 0.00% | +37+46.8% | Added |
| WPG Advisers, LLC | 146 | $7.88K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 157 | $8.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 163 | $8.79K | 0.00% | +15+10.1% | Added |
| Kemnay Advisory Services Inc. | 164 | $8.85K | 0.00% | +164 | New |
| North Star Investment Management Corp. | 168 | $9.06K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 177 | $9.55K | 0.00% | +64+56.6% | Added |
| Hantz Financial Services, Inc. | 179 | $10.0K | 0.00% | +40+28.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 196 | $10.6K | 0.00% | +196 | New |
| Quarry LP | 227 | $12.2K | 0.00% | −145−39.0% | Reduced |
| Root Financial Partners, LLC | 232 | $12.5K | 0.00% | +1+0.4% | Added |
| Harbour Investments, Inc. | 233 | $12.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 264 | $14.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 273 | $14.7K | 0.00% | +50+22.4% | Added |
| NBC Securities, Inc. | 281 | $15.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 306 | $16.5K | 0.00% | −100−24.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 316 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 316 | $17.0K | 0.00% | −332−51.2% | Reduced |
| Los Angeles Capital Management LLC | 342 | $17.2K | 0.00% | +342 | New |
| Salomon & Ludwin, LLC | 339 | $18.9K | 0.00% | +75+28.4% | Added |
| Caitong International Asset Management Co., Ltd | 351 | $18.9K | 0.00% | +350+35,000.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 356 | $19.2K | 0.00% | +356 | New |
| International Assets Investment Management, LLC | 358 | $19.3K | 0.00% | +358 | New |
| Measured Wealth Private Client Group, LLC | 374 | $20.2K | 0.01% | −253−40.4% | Reduced |
| Farther Finance Advisors, LLC | 376 | $20.3K | 0.00% | −135−26.4% | Reduced |
| Community Bank, N.A. | 390 | $21.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 533 | $28.8K | 0.00% | −109−17.0% | Reduced |
| Private Trust Co NA | 545 | $29.4K | 0.00% | +370+211.4% | Added |
| Nomura Asset Management Co Ltd | 674 | $36.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 695 | $37.5K | 0.00% | +695 | New |
| CIBC Private Wealth Group, LLC | 748 | $40.3K | 0.00% | +230+44.4% | Added |
| EverSource Wealth Advisors, LLC | 771 | $41.6K | 0.00% | −100−11.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 929 | $50.0K | 0.00% | +272+41.4% | Added |
| The PNC Financial Services Group, Inc. | 1,061 | $57.2K | 0.00% | +111+11.7% | Added |
| Torren Management, LLC | 1,063 | $57.3K | 0.03% | +1,063 | New |
| Smartleaf Asset Management LLC | 1,227 | $67.3K | 0.00% | +62+5.3% | Added |
| Advisor Group Holdings, Inc. | 1,301 | $70.2K | 0.00% | −422−24.5% | Reduced |
| Parallel Advisors, LLC | 1,353 | $73.0K | 0.00% | +15+1.1% | Added |
| BFSG, LLC | 1,733 | $93.5K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,751 | $94.4K | 0.00% | +1,751 | New |
| Smithfield Trust Co | 1,779 | $96.0K | 0.00% | +14+0.8% | Added |
| OP Asset Management Ltd | 2,016 | $108.7K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 2,139 | $115.0K | 0.05% | −377−15.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,621 | $141.4K | 0.00% | −348−11.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,728 | $147.1K | 0.00% | +10.0% | Added |
| Tower Research Capital LLC (TRC) | 2,735 | $147.5K | 0.00% | −520−16.0% | Reduced |
| Rockefeller Capital Management L.P. | 2,926 | $157.9K | 0.00% | +285+10.8% | Added |
| MidFirst Bank | 3,374 | $182.0K | 0.01% | +3,374 | New |
| Capstone Investment Advisors, LLC | 3,767 | $203.2K | 0.00% | +3,767 | New |
| Campbell & CO Investment Adviser LLC | 3,775 | $203.6K | 0.01% | +3,775 | New |
| Ensign Peak Advisors, Inc | 3,778 | $203.8K | 0.00% | −9,400−71.3% | Reduced |
| Chilton Investment Co LLC | 3,796 | $204.8K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 4,047 | $205.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,830 | $209.5K | 0.00% | −134−3.4% | Reduced |
| Hohimer Wealth Management, LLC | 3,986 | $215.0K | 0.03% | +11+0.3% | Added |
