| Canada Pension Plan Investment Board | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $138 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $183 | 0.00% | +4 | New |
| ROSS\JOHNSON & Associates LLC | 4 | $183 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 5 | $224 | 0.00% | +5 | New |
| Gilpin Wealth Management, LLC | 6 | $276 | 0.00% | +6 | New |
| Toronto Dominion Bank | 6 | $283 | 0.00% | +3+100.0% | Added |
| Caitlin John, LLC | 6 | $297 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 10 | $458 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11 | $505 | 0.00% | +11 | New |
| Ankerstar Wealth, LLC | 11 | $505 | 0.00% | +11 | New |
| Cornerstone Financial Management LLC | 11 | $505 | 0.00% | +11 | New |
| Cedar Mountain Advisors, LLC | 12 | $550 | 0.00% | +12 | New |
| Larson Financial Group LLC | 12 | $573 | 0.00% | −62−83.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 17 | $780 | 0.00% | +17 | New |
| Ronald Blue Trust, Inc. | 18 | $826 | 0.00% | −6−25.0% | Reduced |
| Signature Equity Partners, LLC | 19 | $875 | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 26 | $1.13K | 0.00% | −829−97.0% | Reduced |
| CIBC Private Wealth Group, LLC | 28 | $1.28K | 0.00% | +17+154.5% | Added |
| Manchester Capital Management LLC | 31 | $1.42K | 0.00% | +31 | New |
| Umb Bank N A | 34 | $1.56K | 0.00% | −201−85.5% | Reduced |
| Westside Investment Management, Inc. | 35 | $1.60K | 0.00% | +35 | New |
| Flagship Harbor Advisors, LLC | 35 | $1.60K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 43 | $1.97K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $2.29K | 0.00% | −75−60.0% | Reduced |
| Leonteq Securities AG | 50 | $2.29K | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 51 | $2.34K | 0.00% | −80−61.1% | Reduced |
| Huntington National Bank | 55 | $2.55K | 0.00% | +42+323.1% | Added |
| SRS Capital Advisors, Inc. | 58 | $2.66K | 0.00% | −79−57.7% | Reduced |
| Bare Financial Services, Inc | 65 | $2.98K | 0.00% | −37−36.3% | Reduced |
| GHP Investment Advisors, Inc. | 65 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $2.98K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 68 | $3.12K | 0.00% | +56+466.7% | Added |
| Rothschild Investment LLC | 75 | $3.44K | 0.00% | −65−46.4% | Reduced |
| South State Corp. | 80 | $3.67K | 0.00% | −20−20.0% | Reduced |
| SageView Advisory Group, LLC | 91 | $4.17K | 0.00% | +91 | New |
| Caitong International Asset Management Co., Ltd | 97 | $4.45K | 0.00% | −301−75.6% | Reduced |
| Elyxium Wealth, LLC | 100 | $4.59K | 0.00% | +100 | New |
| Private Wealth Asset Management, LLC | 103 | $4.72K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 108 | $4.95K | 0.00% | +108 | New |
| International Assets Investment Management, LLC | 110 | $5.05K | 0.00% | +110 | New |
| Sound Income Strategies, LLC | 114 | $5.54K | 0.00% | +48+72.7% | Added |
| Assetmark, Inc | 126 | $5.78K | 0.00% | −10−7.4% | Reduced |
| Kemnay Advisory Services Inc. | 149 | $6.83K | 0.00% | +149 | New |
| Brown Brothers Harriman & Co | 167 | $7.66K | 0.00% | +167 | New |
| Zions Bancorporation, National Association | 178 | $8.16K | 0.00% | +178 | New |
| Parkside Financial Bank & Trust | 178 | $8.17K | 0.00% | +9+5.3% | Added |
| Prestige Wealth Management Group LLC | 198 | $9.08K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 208 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 237 | $10.9K | 0.00% | +2+0.9% | Added |
| Capital Advisors, Ltd. LLC | 234 | $11.0K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 249 | $11.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 268 | $12.3K | 0.00% | −71−20.9% | Reduced |
| Massmutual Trust Co FSB | 269 | $12.3K | 0.00% | −66−19.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 275 | $12.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 276 | $12.7K | 0.00% | −93−25.2% | Reduced |
| Private Wealth Management Group, LLC | 281 | $12.9K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 300 | $13.8K | 0.00% | +300 | New |
| Ritter Daniher Financial Advisory LLC | 300 | $13.8K | 0.00% | +300 | New |
| High Point Wealth Management, LLC | 311 | $14.3K | 0.01% | +311 | New |
| Steward Partners Investment Advisory, LLC | 360 | $16.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 384 | $17.6K | 0.00% | +2+0.5% | Added |
| Danske Bank A/S | 400 | $18.3K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 357 | $18.4K | 0.00% | +357 | New |
| Quent Capital, LLC | 463 | $21.3K | 0.00% | +4+0.9% | Added |
| EverSource Wealth Advisors, LLC | 507 | $23.3K | 0.00% | −163−24.3% | Reduced |
| Salomon & Ludwin, LLC | 493 | $23.4K | 0.00% | +8+1.6% | Added |
| Quadrant Capital Group LLC | 517 | $23.7K | 0.00% | −363−41.3% | Reduced |
| Whittier Trust Co | 492 | $23.9K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 527 | $24.2K | 0.00% | +384+268.5% | Added |
| Quest Partners LLC | 605 | $27.8K | 0.00% | +605 | New |
| Global Retirement Partners, LLC | 784 | $36.0K | 0.00% | +143+22.3% | Added |
| Triumph Capital Management | 786 | $36.1K | 0.01% | +786 | New |
| MAI Capital Management | 800 | $36.7K | 0.00% | −339−29.8% | Reduced |
| Private Trust Co NA | 905 | $41.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 924 | $42.4K | 0.01% | −307−24.9% | Reduced |
| GF Fund Management Co. Ltd. | 1,179 | $54.1K | 0.00% | −6−0.5% | Reduced |
| Geneos Wealth Management Inc. | 1,266 | $58.1K | 0.00% | +18+1.4% | Added |
| Rockefeller Capital Management L.P. | 1,506 | $69.1K | 0.00% | −68−4.3% | Reduced |
| CWM, LLC | 1,543 | $71.0K | 0.00% | −79−4.9% | Reduced |
| Fourth Dimension Wealth, LLC | 1,600 | $73.4K | 0.03% | +500+45.5% | Added |
| Hantz Financial Services, Inc. | 1,613 | $74.0K | 0.00% | +378+30.6% | Added |
| Allworth Financial LP | 1,750 | $80.3K | 0.00% | +46+2.7% | Added |
| KBC Group NV | 2,046 | $94.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 2,121 | $97.3K | 0.00% | −25,391−92.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,126 | $97.5K | 0.00% | −750−26.1% | Reduced |
| Rosenberg Matthew Hamilton | 2,313 | $106.1K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,372 | $109.6K | 0.00% | −125−5.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,445 | $112.2K | 0.01% | +2,445 | New |
| Fifth Third Bancorp | 2,540 | $116.5K | 0.00% | +1,825+255.2% | Added |
| GAMMA Investing LLC | 2,622 | $120.3K | 0.01% | −1,312−33.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,744 | $125.9K | 0.00% | −912−24.9% | Reduced |
| Bessemer Group Inc | 2,864 | $131.0K | 0.00% | −279−8.9% | Reduced |
| Farther Finance Advisors, LLC | 3,162 | $145.1K | 0.00% | +2,587+449.9% | Added |
| Sterling Capital Management LLC | 4,181 | $191.8K | 0.00% | −797−16.0% | Reduced |
| Journey Strategic Wealth LLC | 4,397 | $201.7K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,395 | $213.8K | 0.00% | +998+29.4% | Added |
| CIBC World Markets Corp | 4,757 | $218.2K | 0.00% | +4,757 | New |
| The PNC Financial Services Group, Inc. | 4,865 | $223.2K | 0.00% | −624−11.4% | Reduced |
