| GeoWealth Management, LLC | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $168 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $168 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 3 | $505 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $572 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $674 | 0.00% | −1−20.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $674 | 0.00% | 00.0% | Unchanged |
| Amundi | 5 | $835 | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $842 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 5 | $842 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.01K | 0.00% | +2+50.0% | Added |
| Bell Investment Advisors, Inc | 9 | $1.52K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $1.69K | 0.00% | −24−70.6% | Reduced |
| Hemington Wealth Management | 16 | $2.00K | 0.00% | +9+128.6% | Added |
| Larson Financial Group LLC | 12 | $2.02K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $2.02K | 0.00% | +12 | New |
| Continuum Advisory, LLC | 12 | $2.02K | 0.00% | +12 | New |
| Concord Wealth Partners | 13 | $2.19K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $2.21K | 0.00% | +4+57.1% | Added |
| JFS Wealth Advisors, LLC | 14 | $2.36K | 0.00% | +2+16.7% | Added |
| GPS Wealth Strategies Group, LLC | 15 | $2.53K | 0.00% | +15 | New |
| MB, Levis & Associates, LLC | 18 | $3.03K | 0.00% | +18 | New |
| Bank of Jackson Hole Trust | 25 | $4.21K | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 28 | $4.72K | 0.00% | +28 | New |
| Bogart Wealth, LLC | 28 | $4.72K | 0.00% | +28 | New |
| Sunbelt Securities, Inc. | 29 | $4.94K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 35 | $4.99K | 0.00% | −9−20.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 30 | $5.05K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 31 | $5.22K | 0.00% | +31 | New |
| Geneos Wealth Management Inc. | 39 | $6.57K | 0.00% | +39 | New |
| Cape Investment Advisory, Inc. | 40 | $6.74K | 0.00% | −27−40.3% | Reduced |
| Bessemer Group Inc | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 42 | $7.11K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 44 | $7.41K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 50 | $8.42K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 50 | $8.42K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 52 | $8.76K | 0.00% | +52 | New |
| Promethos Capital, LLC | 10,000 | $8.85K | 0.00% | +10,000 | New |
| First Horizon Advisors, Inc. | 63 | $10.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 65 | $10.9K | 0.00% | +65 | New |
| Harbor Capital Advisors, Inc. | 67 | $11.0K | 0.00% | +5+8.1% | Added |
| Stonebridge Financial Group, LLC | 67 | $11.3K | 0.00% | +67 | New |
| WPG Advisers, LLC | 67 | $11.3K | 0.01% | +67 | New |
| Parallel Advisors, LLC | 68 | $11.5K | 0.00% | +28+70.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 71 | $12.0K | 0.00% | +25+54.3% | Added |
| Byrne Asset Management LLC | 75 | $12.6K | 0.01% | +75 | New |
| Manchester Capital Management LLC | 76 | $12.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 82 | $13.8K | 0.01% | +5+6.5% | Added |
| Rothschild Investment LLC | 83 | $14.0K | 0.00% | +55+196.4% | Added |
| Global Retirement Partners, LLC | 85 | $14.3K | 0.00% | +45+112.5% | Added |
| Hollencrest Capital Management | 87 | $14.7K | 0.00% | −80−47.9% | Reduced |
| Armstrong Advisory Group, Inc | 88 | $14.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 98 | $16.7K | 0.00% | +56+133.3% | Added |
| Eagle Bay Advisors LLC | 107 | $18.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 108 | $18.2K | 0.00% | +33+44.0% | Added |
| Matrix Trust Co | 117 | $20.0K | 0.00% | +8+7.3% | Added |
| Park Square Financial Group, LLC | 122 | $20.6K | 0.01% | +122 | New |
| Leonteq Securities AG | 129 | $21.7K | 0.00% | −116−47.3% | Reduced |
| Clearstead Advisors, LLC | 133 | $22.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 132 | $22.5K | 0.02% | −3−2.2% | Reduced |
| TFC Financial Management | 135 | $22.7K | 0.00% | +44+48.4% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 150 | $25.3K | 0.02% | +150 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157 | $27.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 170 | $28.6K | 0.02% | +15+9.7% | Added |
| Quarry LP | 181 | $30.5K | 0.01% | +10+5.8% | Added |
| SBI Securities Co., Ltd. | 231 | $38.9K | 0.00% | +231 | New |
| CIBC Private Wealth Group, LLC | 241 | $40.3K | 0.00% | +4+1.7% | Added |
| Lindbrook Capital, LLC | 253 | $42.6K | 0.00% | +3+1.2% | Added |
| Hantz Financial Services, Inc. | 254 | $43.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 270 | $45.5K | 0.00% | −45−14.3% | Reduced |
| NewSquare Capital LLC | 287 | $48.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 288 | $48.5K | 0.00% | +74+34.6% | Added |
| Atticus Wealth Management, LLC | 300 | $50.5K | 0.02% | −200−40.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 302 | $50.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 318 | $53.6K | 0.00% | +6+1.9% | Added |
| Signaturefd, LLC | 318 | $53.6K | 0.00% | +22+7.4% | Added |
| National Bank of Canada | 330 | $55.6K | 0.00% | +330 | New |
| GAMMA Investing LLC | 333 | $56.1K | 0.00% | +31+10.3% | Added |
| Quest Partners LLC | 367 | $61.8K | 0.01% | −3,257−89.9% | Reduced |
| Federated Hermes, Inc. | 396 | $66.7K | 0.00% | −17−4.1% | Reduced |
| Arcadia Investment Management Corp | 419 | $70.6K | 0.01% | +419 | New |
| Parkside Financial Bank & Trust | 447 | $75.3K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 409 | $82.0K | 0.00% | −84−17.0% | Reduced |
| Private Trust Co NA | 540 | $91.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 544 | $91.6K | 0.00% | −91−14.3% | Reduced |
| WR Wealth Planners, LLC | 602 | $101.4K | 0.03% | −100−14.2% | Reduced |
| Venturi Wealth Management, LLC | 617 | $103.9K | 0.01% | +575+1,369.0% | Added |
| Ensign Peak Advisors, Inc | 635 | $107.0K | 0.00% | +635 | New |
| IFP Advisors, Inc | 657 | $110.6K | 0.00% | +333+102.8% | Added |
| Steward Partners Investment Advisory, LLC | 752 | $126.7K | 0.00% | +597+385.2% | Added |
| Kapitalo Investimentos Ltda | 781 | $131.6K | 0.09% | +781 | New |
| Kessler Investment Group, LLC | 782 | $131.7K | 0.06% | −55−6.6% | Reduced |
| Tower Research Capital LLC (TRC) | 806 | $135.8K | 0.00% | −2,680−76.9% | Reduced |
| Public Employees Retirement System of Ohio | 907 | $152.8K | 0.00% | +674+289.3% | Added |
| RiverPark Advisors, LLC | 6,443 | $159.5K | 0.13% | +4,641+257.5% | Added |
| Amalgamated Bank | 1,017 | $171.0K | 0.00% | −35−3.3% | Reduced |
| State of Tennessee, Treasury Department | 1,107 | $186.5K | 0.00% | −405−26.8% | Reduced |
| West Oak Capital, LLC | 1,125 | $189.5K | 0.07% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,191 | $200.6K | 0.03% | +245+25.9% | Added |
| Principal Securities, Inc. | 1,270 | $213.9K | 0.00% | +607+91.6% | Added |