| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $47 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $47 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $47 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $48 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $93 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3 | $140 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $140 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $140 | 0.00% | +1+50.0% | Added |
| Davis Capital Management | 3 | $140 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $187 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $279 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 7 | $325 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 8 | $372 | 0.00% | +8 | New |
| Gilpin Wealth Management, LLC | 8 | $373 | 0.00% | −2−20.0% | Reduced |
| Clearstead Advisors, LLC | 8 | $373 | 0.00% | +8 | New |
| Continuum Advisory, LLC | 10 | $465 | 0.00% | +10 | New |
| Ankerstar Wealth, LLC | 11 | $512 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 12 | $558 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 13 | $605 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $605 | 0.00% | +4+44.4% | Added |
| Plante Moran Financial Advisors, LLC | 13 | $605 | 0.00% | +13 | New |
| Rossby Financial, LCC | 14 | $651 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 15 | $698 | 0.00% | −12−44.4% | Reduced |
| Signature Equity Partners, LLC | 15 | $698 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 16 | $744 | 0.00% | +16 | New |
| CVA Family Office, LLC | 19 | $884 | 0.00% | −9−32.1% | Reduced |
| Basecamp Wealth Advisors LLC | 22 | $1.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $1.26K | 0.00% | +15+125.0% | Added |
| Farmers & Merchants Investments Inc | 35 | $1.63K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 38 | $1.78K | 0.00% | +38 | New |
| Silver Grove Financial Group, Inc. | 40 | $1.86K | 0.00% | +40 | New |
| JPL Wealth Management, LLC | 40 | $1.86K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 43 | $1.91K | 0.00% | +43 | New |
| Avion Wealth | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 45 | $2.09K | 0.00% | −10−18.2% | Reduced |
| Ronald Blue Trust, Inc. | 45 | $2.09K | 0.00% | +45 | New |
| TFC Financial Management | 51 | $2.37K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 52 | $2.42K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 52 | $2.42K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $2.46K | 0.00% | +45+562.5% | Added |
| Parallel Advisors, LLC | 59 | $2.74K | 0.00% | +38+181.0% | Added |
| EverSource Wealth Advisors, LLC | 69 | $3.21K | 0.00% | −4,790−98.6% | Reduced |
| Fulcrum Asset Management LLP | 70 | $3.28K | 0.00% | +70 | New |
| Keating Financial Advisory Services, Inc. | 74 | $3.44K | 0.00% | +1+1.4% | Added |
| Bell Investment Advisors, Inc | 75 | $3.49K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 80 | $3.72K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 83 | $3.86K | 0.00% | +80+2,666.7% | Added |
| Quarry LP | 93 | $4.33K | 0.00% | +93 | New |
| IFP Advisors, Inc | 106 | $4.93K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 110 | $5.12K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 110 | $5.12K | 0.00% | +21+23.6% | Added |
| Essential Partners LLC | 112 | $5.21K | 0.00% | +26+30.2% | Added |
| Key Financial Inc | 122 | $5.67K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 148 | $6.88K | 0.00% | +11+8.0% | Added |
| Larson Financial Group LLC | 150 | $6.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 173 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 183 | $8.51K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 187 | $8.70K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 202 | $9.39K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 205 | $9.54K | 0.00% | −1,635−88.9% | Reduced |
| Pacer Advisors, Inc. | 216 | $10.0K | 0.00% | −57−20.9% | Reduced |
| SMA Capital LLC | 216 | $10.0K | 0.00% | +216 | New |
| Farther Finance Advisors, LLC | 229 | $10.7K | 0.00% | −54−19.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 60,000 | $10.8K | 0.00% | +11,235+23.0% | Added |
| Massmutual Trust Co FSB | 292 | $13.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 315 | $14.7K | 0.00% | −110−25.9% | Reduced |
| Rothschild Investment LLC | 383 | $17.8K | 0.00% | +303+378.8% | Added |
| Advisor Group Holdings, Inc. | 416 | $19.3K | 0.00% | +6+1.5% | Added |
| Optiver Holding B.V. | 435 | $20.2K | 0.00% | +435 | New |
| First Horizon Corp | 458 | $21.3K | 0.00% | −671−59.4% | Reduced |
| Bryn Mawr Trust Co | 500 | $23.3K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 504 | $23.4K | 0.00% | +47+10.3% | Added |
| Umb Bank N A | 507 | $23.6K | 0.00% | −73−12.6% | Reduced |
| Salomon & Ludwin, LLC | 498 | $23.6K | 0.00% | −257−34.0% | Reduced |
| Signaturefd, LLC | 527 | $24.5K | 0.00% | −251−32.3% | Reduced |
| Public Employees Retirement System of Ohio | 528 | $24.6K | 0.00% | +6+1.1% | Added |
| Smartleaf Asset Management LLC | 592 | $27.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 674 | $32.0K | 0.00% | +100+17.4% | Added |
| Huntington National Bank | 691 | $32.1K | 0.00% | −57−7.6% | Reduced |
| Penserra Capital Management LLC | 726 | $33.0K | 0.00% | +726 | New |
| Covestor Ltd | 729 | $34.0K | 0.02% | −138−15.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 785 | $36.5K | 0.00% | −137−14.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 973 | $45.3K | 0.01% | +973 | New |
| Glass Jacobson Investment Advisors llc | 1,000 | $46.5K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,005 | $46.7K | 0.00% | +730+265.5% | Added |
| Versant Capital Management, Inc | 1,021 | $47.5K | 0.00% | −5−0.5% | Reduced |
| Sterling Capital Management LLC | 1,057 | $49.2K | 0.00% | −649−38.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,166 | $54.2K | 0.00% | +1,166 | New |
| GF Fund Management Co. Ltd. | 1,216 | $56.6K | 0.00% | −72−5.6% | Reduced |
| Hantz Financial Services, Inc. | 1,288 | $60.0K | 0.00% | +162+14.4% | Added |
| Global Retirement Partners, LLC | 1,385 | $64.4K | 0.00% | +1,385 | New |
| Rockefeller Capital Management L.P. | 1,520 | $70.7K | 0.00% | −424−21.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,599 | $74.4K | 0.00% | −2,721−63.0% | Reduced |
| KBC Group NV | 1,774 | $83.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,873 | $87.1K | 0.00% | +216+13.0% | Added |
| Kennebec Savings Bank | 1,978 | $92.0K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,189 | $101.8K | 0.00% | +1,972+908.8% | Added |
| Nykredit A/S | 2,367 | $110.1K | 0.00% | +2,367 | New |
