| Merrithew & Thorsten Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 8 | $0 | 0.00% | +8 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $99 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $100 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $197 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $199 | 0.00% | +2 | New |
| Trust Co | 3 | $298 | 0.00% | −43−93.5% | Reduced |
| Rialto Wealth Management, LLC | 3 | $298 | 0.00% | −6−66.7% | Reduced |
| Hughes Financial Services, LLC | 3 | $298 | 0.00% | −4−57.1% | Reduced |
| LRI Investments, LLC | 3 | $298 | 0.00% | +3 | New |
| TD Capital Management LLC | 4 | $397 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $397 | 0.00% | +1+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $497 | 0.00% | −1−16.7% | Reduced |
| CoreCap Advisors, LLC | 5 | $497 | 0.00% | +5 | New |
| Gilpin Wealth Management, LLC | 5 | $497 | 0.00% | +5 | New |
| True Wealth Design, LLC | 6 | $596 | 0.00% | −56−90.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $596 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 6 | $596 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $696 | 0.00% | −8−53.3% | Reduced |
| South State Corp. | 7 | $696 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $894 | 0.00% | +7+350.0% | Added |
| Plante Moran Financial Advisors, LLC | 9 | $894 | 0.00% | +9 | New |
| Los Angeles Capital Management LLC | 12 | $1.19K | 0.00% | −1,503−99.2% | Reduced |
| Creative Capital Management Investments LLC | 13 | $1.29K | 0.00% | +13 | New |
| Clearstead Advisors, LLC | 13 | $1.29K | 0.00% | +13 | New |
| Noble Wealth Management PBC | 14 | $1.39K | 0.00% | +14 | New |
| MCF Advisors LLC | 15 | $1.49K | 0.00% | −10−40.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 15 | $1.49K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 17 | $1.69K | 0.00% | −2−10.5% | Reduced |
| Cornerstone Financial Management LLC | 18 | $1.79K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 20 | $1.99K | 0.00% | +20 | New |
| Basecamp Wealth Advisors LLC | 23 | $2.29K | 0.00% | −68−74.7% | Reduced |
| Farmers & Merchants Investments Inc | 23 | $2.29K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 24 | $2.29K | 0.00% | +24 | New |
| SBI Securities Co., Ltd. | 24 | $2.38K | 0.00% | −5−17.2% | Reduced |
| Kilter Group LLC | 24 | $2.38K | 0.00% | −4−14.3% | Reduced |
| Manning & Napier Advisors LLC | 25 | $2.47K | 0.00% | +25 | New |
| Godfrey Financial Associates, Inc. | 25 | $2.48K | 0.00% | −4−13.8% | Reduced |
| Retirement Wealth Solutions LLC | 25 | $2.48K | 0.00% | −6−19.4% | Reduced |
| Fortitude Family Office, LLC | 26 | $2.58K | 0.00% | −1−3.7% | Reduced |
| SRS Capital Advisors, Inc. | 29 | $2.88K | 0.00% | −79−73.1% | Reduced |
| IMA Wealth, Inc. | 29 | $2.88K | 0.00% | +10+52.6% | Added |
| International Assets Investment Management, LLC | 34 | $3.34K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 35 | $3.48K | 0.00% | +1+2.9% | Added |
| Colonial Trust Co | 36 | $3.50K | 0.00% | +4+12.5% | Added |
| Rossby Financial, LCC | 38 | $3.77K | 0.00% | −1−2.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 47 | $4.67K | 0.00% | −10−17.5% | Reduced |
| Delta Asset Management LLC | 50 | $4.97K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 54 | $5.36K | 0.00% | +54 | New |
| Rothschild Investment LLC | 57 | $5.66K | 0.00% | −46−44.7% | Reduced |
| Sachetta, LLC | 58 | $5.76K | 0.00% | +58 | New |
| FWL Investment Management, LLC | 63 | $6.26K | 0.00% | −3−4.5% | Reduced |
| Prestige Wealth Management Group LLC | 70 | $6.95K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 71 | $7.05K | 0.00% | +37+108.8% | Added |
| Larson Financial Group LLC | 72 | $7.15K | 0.00% | +3+4.3% | Added |
| Essential Partners LLC | 77 | $7.65K | 0.00% | −68−46.9% | Reduced |
| WPG Advisers, LLC | 86 | $8.54K | 0.01% | +35+68.6% | Added |
| Steward Partners Investment Advisory, LLC | 96 | $9.54K | 0.00% | −100−51.0% | Reduced |
| Bogart Wealth, LLC | 100 | $9.93K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 116 | $11.5K | 0.00% | −167−59.0% | Reduced |
| Covestor Ltd | 120 | $12.0K | 0.01% | +37+44.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 131 | $13.0K | 0.00% | +18+15.9% | Added |
| Bare Financial Services, Inc | 143 | $14.2K | 0.00% | +60+72.3% | Added |
| Massmutual Trust Co FSB | 149 | $14.8K | 0.00% | −60−28.7% | Reduced |
| Private Trust Co NA | 177 | $17.6K | 0.00% | −7−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 179 | $17.8K | 0.00% | −167−48.3% | Reduced |
| Global Retirement Partners, LLC | 185 | $18.4K | 0.00% | +185 | New |
| Huntington National Bank | 196 | $19.5K | 0.00% | −12−5.8% | Reduced |
| Nomura Asset Management Co Ltd | 200 | $19.9K | 0.00% | +200 | New |
| Allworth Financial LP | 214 | $21.3K | 0.00% | −21−8.9% | Reduced |
| Graticule Asia Macro Advisors LLC | 231 | $22.9K | 0.00% | +231 | New |
| Harbor Capital Advisors, Inc. | 244 | $24.0K | 0.00% | −18−6.9% | Reduced |
| Kings Path Partners LLC | 256 | $25.4K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 256 | $25.4K | 0.00% | +57+28.6% | Added |
| Farther Finance Advisors, LLC | 262 | $26.0K | 0.00% | −85−24.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 265 | $26.3K | 0.01% | +254+2,309.1% | Added |
| Fulcrum Asset Management LLP | 290 | $28.6K | 0.00% | +290 | New |
| Optiver Holding B.V. | 369 | $36.7K | 0.00% | +222+151.0% | Added |
| Salomon & Ludwin, LLC | 376 | $37.0K | 0.00% | +133+54.7% | Added |
| Triumph Capital Management | 375 | $37.2K | 0.01% | −50−11.8% | Reduced |
| Umb Bank N A | 376 | $37.3K | 0.00% | +79+26.6% | Added |
| Parkside Financial Bank & Trust | 385 | $38.2K | 0.00% | +89+30.1% | Added |
| NBC Securities, Inc. | 396 | $39.3K | 0.00% | +47+13.5% | Added |
| Smartleaf Asset Management LLC | 414 | $40.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 417 | $41.4K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 463 | $46.0K | 0.02% | +45+10.8% | Added |
| Parallel Advisors, LLC | 492 | $48.9K | 0.00% | +411+507.4% | Added |
| Ares Financial Consulting, LLC | 519 | $51.6K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 589 | $58.5K | 0.05% | +589 | New |
| Mitsubishi UFJ Trust & Banking Corp | 617 | $61.3K | 0.00% | +617 | New |
| Versant Capital Management, Inc | 704 | $69.9K | 0.01% | −515−42.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 764 | $75.8K | 0.00% | +764 | New |
| McGuire Capital Advisors Inc | 786 | $78.1K | 0.04% | −1,035−56.8% | Reduced |
| Sterling Capital Management LLC | 808 | $80.3K | 0.00% | −6,163−88.4% | Reduced |
| Rockefeller Capital Management L.P. | 826 | $82.0K | 0.00% | −126−13.2% | Reduced |
| Signaturefd, LLC | 969 | $96.3K | 0.00% | +159+19.6% | Added |
| GWM Advisors LLC | 1,023 | $101.6K | 0.00% | −5,651−84.7% | Reduced |
| Nykredit A/S | 1,128 | $112.0K | 0.00% | +1,128 | New |
| Transamerica Financial Advisors, Inc. | 1,176 | $116.8K | 0.01% | +296+33.6% | Added |
