| GeoWealth Management, LLC | 1 | $145 | 0.00% | +1 | New |
| Claris Advisors, LLC | 1 | $145 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 3 | $435 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $581 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $581 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $625 | 0.00% | +4 | New |
| CVA Family Office, LLC | 5 | $725 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $726 | 0.00% | −2−28.6% | Reduced |
| Hemington Wealth Management | 7 | $1.00K | 0.00% | +7 | New |
| Allworth Financial LP | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 9 | $1.30K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 9 | $1.30K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 9 | $1.31K | 0.00% | −6−40.0% | Reduced |
| Larson Financial Group LLC | 12 | $1.74K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 12 | $1.74K | 0.00% | +1+9.1% | Added |
| Concord Wealth Partners | 13 | $1.89K | 0.00% | +13 | New |
| Rothschild Investment LLC | 28 | $4.06K | 0.00% | +16+133.3% | Added |
| Sunbelt Securities, Inc. | 29 | $4.21K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 30 | $4.35K | 0.00% | −100−76.9% | Reduced |
| Financial Network Wealth Advisors LLC | 34 | $4.93K | 0.00% | +13+61.9% | Added |
| Parallel Advisors, LLC | 40 | $5.80K | 0.00% | +5+14.3% | Added |
| Global Retirement Partners, LLC | 40 | $5.80K | 0.00% | +27+207.7% | Added |
| Bessemer Group Inc | 40 | $6.00K | 0.00% | +40 | New |
| Smartleaf Asset Management LLC | 42 | $6.02K | 0.00% | +6+16.7% | Added |
| Venturi Wealth Management, LLC | 42 | $6.09K | 0.00% | +42 | New |
| Westend Capital Management, LLC | 44 | $6.38K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 44 | $6.38K | 0.00% | +44 | New |
| Stone House Investment Management, LLC | 45 | $6.53K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46 | $6.67K | 0.00% | +34+283.3% | Added |
| Quadrant Capital Group LLC | 50 | $7.25K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 50 | $7.25K | 0.00% | +50 | New |
| LRI Investments, LLC | 42 | $7.69K | 0.00% | −20−32.3% | Reduced |
| Harbor Capital Advisors, Inc. | 62 | $9.00K | 0.00% | +62 | New |
| First Horizon Advisors, Inc. | 63 | $9.14K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 67 | $9.72K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 75 | $10.9K | 0.00% | +24+47.1% | Added |
| Manchester Capital Management LLC | 76 | $11.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 77 | $11.2K | 0.00% | +77 | New |
| Armstrong Advisory Group, Inc | 88 | $12.8K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 91 | $13.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 107 | $15.5K | 0.01% | +17+18.9% | Added |
| Richardson Financial Services Inc. | 135 | $16.0K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 109 | $16.0K | 0.00% | +109 | New |
| Clearstead Advisors, LLC | 133 | $19.3K | 0.00% | +133 | New |
| Steward Partners Investment Advisory, LLC | 155 | $22.5K | 0.00% | −355−69.6% | Reduced |
| Wolff Wiese Magana LLC | 155 | $22.5K | 0.02% | +40+34.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157 | $22.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 167 | $24.2K | 0.00% | +67+67.0% | Added |
| Quarry LP | 171 | $24.8K | 0.01% | +143+510.7% | Added |
| Capital Performance Advisors LLP | 180 | $26.1K | 0.01% | +180 | New |
| Northwestern Mutual Wealth Management Co | 200 | $29.0K | 0.00% | +200 | New |
| Huntington National Bank | 214 | $31.0K | 0.00% | +213+21,300.0% | Added |
| Public Employees Retirement System of Ohio | 233 | $33.8K | 0.00% | −5−2.1% | Reduced |
| CIBC Private Wealth Group, LLC | 237 | $34.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 245 | $35.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 250 | $36.3K | 0.00% | +28+12.6% | Added |
| Hantz Financial Services, Inc. | 254 | $37.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 287 | $41.6K | 0.00% | +287 | New |
| Signaturefd, LLC | 296 | $42.9K | 0.00% | +161+119.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 302 | $43.8K | 0.01% | +302 | New |
| GAMMA Investing LLC | 302 | $43.8K | 0.00% | +94+45.2% | Added |
| Nisa Investment Advisors, LLC | 312 | $45.2K | 0.00% | +37+13.5% | Added |
| Aster Capital Management (DIFC) Ltd | 312 | $45.2K | 0.01% | +312 | New |
| Delta Asset Management LLC | 315 | $45.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 324 | $47.0K | 0.00% | +74+29.6% | Added |
| GWM Advisors LLC | 361 | $52.4K | 0.00% | −100−21.7% | Reduced |
| Federated Hermes, Inc. | 413 | $59.9K | 0.00% | +168+68.6% | Added |
| Parkside Financial Bank & Trust | 447 | $64.8K | 0.01% | +30+7.2% | Added |
| Proequities, Inc. | 493 | $71.5K | 0.00% | +9+1.9% | Added |
| State of Wyoming | 494 | $71.6K | 0.01% | −678−57.8% | Reduced |
| Atticus Wealth Management, LLC | 500 | $72.5K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 540 | $78.3K | 0.01% | +540 | New |
| Simplex Trading, LLC | 580 | $84.0K | 0.00% | −183−24.0% | Reduced |
| US Bancorp | 635 | $92.1K | 0.00% | −1,695−72.7% | Reduced |
| Principal Securities, Inc. | 663 | $96.1K | 0.00% | +371+127.1% | Added |
| WR Wealth Planners, LLC | 702 | $101.8K | 0.03% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 837 | $121.4K | 0.06% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 877 | $127.2K | 0.00% | +877 | New |
| HHM Wealth Advisors, LLC | 946 | $137.2K | 0.02% | +420+79.8% | Added |
| KBC Group NV | 993 | $144.0K | 0.00% | +223+29.0% | Added |
| Ronald Blue Trust, Inc. | 1,246 | $147.5K | 0.00% | +177+16.6% | Added |
| Amalgamated Bank | 1,052 | $153.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,109 | $158.9K | 0.00% | +434+64.3% | Added |
| Harvest Fund Management Co., Ltd | 1,121 | $162.0K | 0.01% | −1,546−58.0% | Reduced |
| Assetmark, Inc | 1,121 | $162.6K | 0.00% | +876+357.6% | Added |
| West Oak Capital, LLC | 1,125 | $163.1K | 0.03% | −325−22.4% | Reduced |
| Principal Street Partners, LLC | 1,389 | $201.4K | 0.03% | −4,087−74.6% | Reduced |
| Diametric Capital, LP | 1,397 | $202.6K | 0.10% | +1,397 | New |
| Measured Wealth Private Client Group, LLC | 1,407 | $204.0K | 0.07% | +1,407 | New |
| Kestra Advisory Services, LLC | 1,421 | $206.0K | 0.00% | +1,421 | New |
| Brinker Capital Investments, LLC | 1,427 | $206.9K | 0.00% | +1,427 | New |
| Orion Portfolio Solutions, LLC | 1,427 | $206.9K | 0.00% | +1,427 | New |
| State of Tennessee, Treasury Department | 1,512 | $219.3K | 0.00% | +467+44.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,516 | $219.8K | 0.04% | −1,232−44.8% | Reduced |
| Covestor Ltd | 1,514 | $220.0K | 0.14% | −60−3.8% | Reduced |
| Chicago Capital, LLC | 1,558 | $225.9K | 0.01% | +1,558 | New |
| Colonial River Wealth Management, LLC | 1,585 | $229.9K | 0.11% | +1,585 | New |
| Axxcess Wealth Management, LLC | 1,585 | $229.9K | 0.01% | +1,585 | New |
| Baird Financial Group, Inc. | 1,586 | $230.0K | 0.00% | −1,016−39.0% | Reduced |
| Pallas Capital Advisors LLC | 1,511 | $231.7K | 0.01% | +1,511 | New |