| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 1 | $81 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $161 | 0.00% | +2 | New |
| Cullen/Frost Bankers, Inc. | 2 | $180 | 0.00% | −43−95.6% | Reduced |
| Stone House Investment Management, LLC | 3 | $241 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $241 | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 4 | $322 | 0.00% | +4 | New |
| Creative Capital Management Investments LLC | 4 | $322 | 0.00% | +4 | New |
| Truvestments Capital LLC | 5 | $402 | 0.00% | +5 | New |
| Mascoma Wealth Management LLC | 6 | $483 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $483 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 10 | $805 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $812 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $886 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $1.00K | 0.00% | +9+300.0% | Added |
| JFS Wealth Advisors, LLC | 13 | $1.05K | 0.00% | +8+160.0% | Added |
| Keating Financial Advisory Services, Inc. | 15 | $1.21K | 0.00% | +5+50.0% | Added |
| CVA Family Office, LLC | 15 | $1.21K | 0.00% | +6+66.7% | Added |
| Financial Network Wealth Advisors LLC | 20 | $1.61K | 0.00% | +20 | New |
| Financial Consulate, Inc | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 24 | $1.93K | 0.00% | −103−81.1% | Reduced |
| Lazard Asset Management LLC | 24 | $1.93K | 0.00% | +24 | New |
| Private Wealth Management Group, LLC | 28 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 33 | $2.65K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 36 | $2.81K | 0.00% | +36 | New |
| Capital Advisors, Ltd. LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 52 | $4.18K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 55 | $4.43K | 0.00% | +5+10.0% | Added |
| Meeder Asset Management Inc | 57 | $4.59K | 0.00% | +57 | New |
| Fortitude Family Office, LLC | 59 | $4.75K | 0.00% | +11+22.9% | Added |
| Ancora Advisors, LLC | 60 | $4.83K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 67 | $5.00K | 0.00% | +39+139.3% | Added |
| IFP Advisors, Inc | 64 | $5.15K | 0.00% | +64 | New |
| EverSource Wealth Advisors, LLC | 68 | $5.47K | 0.00% | −2,655−97.5% | Reduced |
| Allworth Financial LP | 74 | $5.96K | 0.00% | −25−25.3% | Reduced |
| Silver Grove Financial Group, Inc. | 88 | $7.10K | 0.00% | +88 | New |
| IFG Advisory, LLC | 98 | $7.88K | 0.00% | +98 | New |
| Parallel Advisors, LLC | 99 | $7.97K | 0.00% | −51−34.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $8.05K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 106 | $8.53K | 0.00% | −5−4.5% | Reduced |
| Frazier Financial Advisors, LLC | 112 | $9.04K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 120 | $9.65K | 0.00% | +120 | New |
| Private Trust Co NA | 122 | $9.82K | 0.00% | +122 | New |
| Harbor Capital Advisors, Inc. | 141 | $11.0K | 0.00% | −7−4.7% | Reduced |
| Ronald Blue Trust, Inc. | 147 | $11.8K | 0.00% | −68−31.6% | Reduced |
| Rialto Wealth Management, LLC | 165 | $13.3K | 0.00% | +146+768.4% | Added |
| Rakuten Securities, Inc. | 182 | $14.6K | 0.00% | +182 | New |
| Sterling Capital Management LLC | 187 | $15.0K | 0.00% | −113−37.7% | Reduced |
| Los Angeles Capital Management LLC | 218 | $17.5K | 0.00% | −2,394−91.7% | Reduced |
| Basecamp Wealth Advisors LLC | 222 | $17.9K | 0.00% | −41−15.6% | Reduced |
| Parkside Financial Bank & Trust | 232 | $18.7K | 0.00% | +98+73.1% | Added |
| Whittier Trust Co of Nevada Inc | 310 | $20.3K | 0.00% | +310 | New |
| Larson Financial Group LLC | 252 | $20.3K | 0.00% | +43+20.6% | Added |
| Steward Partners Investment Advisory, LLC | 253 | $20.4K | 0.00% | +5+2.0% | Added |
| Signaturefd, LLC | 283 | $22.8K | 0.00% | −316−52.8% | Reduced |
| Atlantic Union Bankshares Corp | 300 | $24.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 332 | $26.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 337 | $27.1K | 0.00% | +1+0.3% | Added |
| WPG Advisers, LLC | 338 | $27.2K | 0.02% | +247+271.4% | Added |
| Mather Group, LLC. | 343 | $27.6K | 0.00% | +37+12.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 371 | $29.9K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 402 | $32.3K | 0.01% | +212+111.6% | Added |
| Kemnay Advisory Services Inc. | 406 | $32.7K | 0.00% | +79+24.2% | Added |
| Huntington National Bank | 458 | $36.9K | 0.00% | −10−2.1% | Reduced |
| Versant Capital Management, Inc | 529 | $42.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 551 | $44.3K | 0.00% | +121+28.1% | Added |
| Spire Wealth Management | 646 | $52.0K | 0.00% | +646 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 726 | $58.4K | 0.00% | −157−17.8% | Reduced |
| Premier Fund Managers Ltd | 999 | $79.0K | 0.01% | +999 | New |
| Fortis Group Advisors, LLC | 1,000 | $80.5K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,043 | $83.9K | 0.03% | −829−44.3% | Reduced |
| Crewe Advisors LLC | 1,100 | $88.5K | 0.01% | +1,100 | New |
| Smartleaf Asset Management LLC | 1,355 | $107.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,344 | $108.1K | 0.00% | +82+6.5% | Added |
| KBC Group NV | 1,582 | $127.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,778 | $143.1K | 0.04% | +1,778 | New |
| Nisa Investment Advisors, LLC | 1,827 | $147.0K | 0.00% | −290−13.7% | Reduced |
| Nykredit A/S | 2,034 | $163.7K | 0.00% | +2,034 | New |
| Tower Research Capital LLC (TRC) | 2,228 | $179.3K | 0.00% | −7,687−77.5% | Reduced |
| Canada Pension Plan Investment Board | 2,500 | $201.2K | 0.00% | +2,500 | New |
| Ulysses Management LLC | 2,500 | $201.2K | 0.07% | +2,500 | New |
| DnB Asset Management AS | 2,517 | $202.5K | 0.00% | +2,517 | New |
| Ausdal Financial Partners, Inc. | 2,551 | $205.3K | 0.01% | +2,551 | New |
| Fundamentun, LLC | 2,559 | $206.0K | 0.01% | +2,559 | New |
| STRS Ohio | 2,600 | $209.2K | 0.00% | +2,600 | New |
| US Bancorp | 2,618 | $210.6K | 0.00% | −46−1.7% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 2,662 | $214.2K | 0.09% | +2,662 | New |
| Mangrove Partners | 2,670 | $214.8K | 0.01% | −1,756−39.7% | Reduced |
| Abel Hall, LLC | 2,690 | $216.4K | 0.04% | +2,690 | New |
| Foundations Investment Advisors, LLC | 2,715 | $218.5K | 0.00% | +2,715 | New |
| Integrated Wealth Concepts LLC | 2,727 | $219.4K | 0.00% | +2,727 | New |
| Massar Capital Management, LP | 2,744 | $220.8K | 0.08% | +2,744 | New |
| VisionPoint Advisory Group, LLC | 2,768 | $222.7K | 0.04% | +2,768 | New |
| Truist Financial Corp | 2,768 | $222.7K | 0.00% | +2,768 | New |
| Northwest & Ethical Investments L.P. | 2,816 | $223.2K | 0.01% | −4,637−62.2% | Reduced |
| Swiss Life Asset Management Ltd | 2,782 | $223.8K | 0.00% | +2,782 | New |
| Shay Capital LLC | 2,900 | $233.3K | 0.03% | −5,800−66.7% | Reduced |
| Freestone Capital Holdings, LLC | 3,000 | $241.4K | 0.01% | −2,000−40.0% | Reduced |
| Ensign Peak Advisors, Inc | 3,000 | $241.4K | 0.00% | −100−3.2% | Reduced |
| Credit Capital Investments LLC | 3,000 | $241.4K | 0.14% | +3,000 | New |
