| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $77 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $77 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $80 | 0.00% | +1 | New |
| Ankerstar Wealth, LLC | 2 | $153 | 0.00% | −5−71.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $153 | 0.00% | −1−33.3% | Reduced |
| Hughes Financial Services, LLC | 3 | $230 | 0.00% | +2+200.0% | Added |
| Plante Moran Financial Advisors, LLC | 3 | $230 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 4 | $307 | 0.00% | −2−33.3% | Reduced |
| HFM Investment Advisors, LLC | 5 | $384 | 0.00% | +3+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $460 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 6 | $460 | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 7 | $538 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 8 | $613 | 0.00% | +8 | New |
| Stone House Investment Management, LLC | 10 | $766 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $766 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $766 | 0.00% | +5+100.0% | Added |
| GoalVest Advisory LLC | 10 | $766 | 0.00% | +10 | New |
| Retirement Wealth Solutions LLC | 11 | $843 | 0.00% | +3+37.5% | Added |
| Action Point Financial Planning, LLC | 14 | $996 | 0.00% | +14 | New |
| Fortitude Family Office, LLC | 14 | $1.07K | 0.00% | −1−6.7% | Reduced |
| Farmers & Merchants Investments Inc | 14 | $1.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $1.30K | 0.00% | +4+30.8% | Added |
| Manning & Napier Advisors LLC | 17 | $1.31K | 0.00% | +17 | New |
| Whittier Trust Co of Nevada Inc | 16 | $1.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 18 | $1.38K | 0.00% | −5−21.7% | Reduced |
| Massmutual Trust Co FSB | 19 | $1.46K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 22 | $1.69K | 0.00% | −24−52.2% | Reduced |
| Ameritas Advisory Services, LLC | 22 | $1.69K | 0.00% | +22 | New |
| Keating Financial Advisory Services, Inc. | 24 | $1.84K | 0.00% | −7−22.6% | Reduced |
| Silver Grove Financial Group, Inc. | 27 | $2.07K | 0.00% | +27 | New |
| Larson Financial Group LLC | 28 | $2.15K | 0.00% | +6+27.3% | Added |
| Fulcrum Asset Management LLP | 28 | $2.16K | 0.00% | +28 | New |
| William B. Walkup & Associates, Inc. | 30 | $2.30K | 0.00% | +30 | New |
| Clearstead Advisors, LLC | 31 | $2.38K | 0.00% | +31 | New |
| CVA Family Office, LLC | 35 | $2.68K | 0.00% | +11+45.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 37 | $2.83K | 0.00% | +37 | New |
| Global Retirement Partners, LLC | 40 | $3.06K | 0.00% | +40 | New |
| Picton Mahoney Asset Management | 42 | $3.22K | 0.00% | +42 | New |
| Basecamp Wealth Advisors LLC | 48 | $3.68K | 0.00% | −8−14.3% | Reduced |
| TD Waterhouse Canada Inc. | 57 | $4.51K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 68 | $5.21K | 0.00% | +64+1,600.0% | Added |
| Assetmark, Inc | 70 | $5.36K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 80 | $6.13K | 0.00% | +26+48.1% | Added |
| Geneos Wealth Management Inc. | 84 | $6.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 88 | $6.74K | 0.00% | +9+11.4% | Added |
| True Wealth Design, LLC | 90 | $6.90K | 0.00% | +32+55.2% | Added |
| Cherry Tree Wealth Management, LLC | 96 | $7.36K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 103 | $7.89K | 0.00% | −130−55.8% | Reduced |
| Smartleaf Asset Management LLC | 103 | $7.94K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 105 | $8.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 116 | $8.89K | 0.00% | −10−7.9% | Reduced |
| Optiver Holding B.V. | 130 | $9.96K | 0.00% | +108+490.9% | Added |
| IFP Advisors, Inc | 141 | $10.8K | 0.00% | +52+58.4% | Added |
| Umb Bank N A | 175 | $13.4K | 0.00% | +31+21.5% | Added |
| Hantz Financial Services, Inc. | 180 | $14.0K | 0.00% | −66−26.8% | Reduced |
| Whittier Trust Co | 171 | $14.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 184 | $14.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 185 | $14.2K | 0.00% | −1−0.5% | Reduced |
| Jones Financial Companies LLLP | 185 | $14.6K | 0.00% | +2+1.1% | Added |
| Essential Partners LLC | 193 | $14.8K | 0.01% | −44−18.6% | Reduced |
| Salomon & Ludwin, LLC | 193 | $15.3K | 0.00% | −125−39.3% | Reduced |
| Daiwa Securities Group Inc. | 250 | $19.2K | 0.00% | −70−21.9% | Reduced |
| EverSource Wealth Advisors, LLC | 266 | $20.4K | 0.00% | −200−42.9% | Reduced |
| Advisor Group Holdings, Inc. | 279 | $21.4K | 0.00% | −316−53.1% | Reduced |
| GAMMA Investing LLC | 295 | $22.6K | 0.00% | −453−60.6% | Reduced |
| Axiom Investment Management LLC | 300 | $23.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 384 | $29.4K | 0.00% | −391−50.5% | Reduced |
| Bryn Mawr Trust Co | 400 | $30.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 442 | $33.9K | 0.00% | −123−21.8% | Reduced |
| Sterling Capital Management LLC | 445 | $34.1K | 0.00% | −315−41.4% | Reduced |
| Eurizon Capital SGR S.p.A. | 492 | $38.0K | 0.00% | +492 | New |
| Versant Capital Management, Inc | 502 | $38.5K | 0.00% | −435−46.4% | Reduced |
| Sankala Group LLC | 471 | $38.8K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 516 | $39.5K | 0.00% | +229+79.8% | Added |
| Rothschild Investment LLC | 522 | $40.0K | 0.00% | +50+10.6% | Added |
| Rockefeller Capital Management L.P. | 552 | $42.3K | 0.00% | +23+4.3% | Added |
| Allworth Financial LP | 640 | $49.0K | 0.00% | +220+52.4% | Added |
| Public Employees Retirement System of Ohio | 670 | $51.3K | 0.00% | +79+13.4% | Added |
| KBC Group NV | 712 | $55.0K | 0.00% | −1,156−61.9% | Reduced |
| Covestor Ltd | 824 | $63.0K | 0.04% | +13+1.6% | Added |
| Macquarie Group Ltd | 961 | $73.6K | 0.00% | +961 | New |
| International Assets Investment Management, LLC | 1,095 | $86.7K | 0.01% | −281−20.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,375 | $105.4K | 0.00% | +1,119+437.1% | Added |
| Tower Research Capital LLC (TRC) | 1,568 | $120.1K | 0.00% | +700+80.6% | Added |
| Nykredit A/S | 1,606 | $123.1K | 0.00% | +1,606 | New |
| The PNC Financial Services Group, Inc. | 1,654 | $126.7K | 0.00% | −102−5.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,767 | $135.4K | 0.00% | +1,391+369.9% | Added |
| NBC Securities, Inc. | 1,789 | $137.1K | 0.01% | −427−19.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,951 | $149.5K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,038 | $156.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,350 | $180.0K | 0.00% | −80,399−97.2% | Reduced |
| Concentric Capital Strategies, LP | 2,653 | $203.3K | 0.01% | −16,317−86.0% | Reduced |
| Buckingham Strategic Partners | 2,780 | $213.0K | 0.00% | −220−7.3% | Reduced |
| Public Employees Retirement Association of Colorado | 2,811 | $215.0K | 0.00% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 2,810 | $215.3K | 0.37% | +2,810 | New |
| Hudson Portfolio Management LLC | 2,827 | $216.6K | 0.16% | +2,827 | New |
| Virtus ETF Advisers LLC | 2,989 | $229.0K | 0.09% | +145+5.1% | Added |
| Allianz Asset Management GmbH | 2,995 | $229.5K | 0.00% | +2,995 | New |
