| Fifth Third Bancorp | 1 | $291 | 0.00% | −27−96.4% | Reduced |
| True Wealth Design, LLC | 2 | $582 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $582 | 0.00% | +2 | New |
| Umb Bank N A | 3 | $872 | 0.00% | +3 | New |
| South State Corp. | 3 | $873 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $1.00K | 0.00% | +5 | New |
| Rothschild Investment LLC | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $1.45K | 0.00% | −1−16.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $1.45K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $2.62K | 0.00% | +4+80.0% | Added |
| UMA Financial Services, Inc. | 9 | $2.62K | 0.00% | +9 | New |
| Rossby Financial, LCC | 9 | $2.62K | 0.00% | +9 | New |
| FNY Investment Advisers, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Assetmark, Inc | 11 | $3.20K | 0.00% | +11 | New |
| Archer Investment Corp | 11 | $3.20K | 0.00% | +11 | New |
| Retirement Wealth Solutions LLC | 13 | $3.78K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $4.94K | 0.00% | +17 | New |
| Valley National Advisers Inc | 20 | $5.00K | 0.00% | +20 | New |
| Caitong International Asset Management Co., Ltd | 18 | $5.23K | 0.00% | +18 | New |
| Parallel Advisors, LLC | 19 | $5.53K | 0.00% | +4+26.7% | Added |
| Principal Securities, Inc. | 19 | $5.53K | 0.00% | +18+1,800.0% | Added |
| Main Street Group, LTD | 20 | $5.82K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $5.82K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 24 | $6.72K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 26 | $7.18K | 0.00% | +26 | New |
| AdvisorNet Financial, Inc | 26 | $7.56K | 0.00% | +26 | New |
| Kennebec Savings Bank | 27 | $7.85K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 27 | $8.00K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 28 | $8.14K | 0.00% | −5−15.2% | Reduced |
| Tower Research Capital LLC (TRC) | 36 | $10.5K | 0.00% | −609−94.4% | Reduced |
| Ronald Blue Trust, Inc. | 40 | $11.6K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 48 | $14.0K | 0.00% | +48 | New |
| Accent Capital Management, LLC | 50 | $14.5K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 51 | $14.8K | 0.00% | +51 | New |
| Hantz Financial Services, Inc. | 51 | $15.0K | 0.00% | +51 | New |
| Clearstead Advisors, LLC | 58 | $16.9K | 0.00% | +17+41.5% | Added |
| Skopos Labs, Inc. | 61 | $17.7K | 0.00% | −65−51.6% | Reduced |
| Pinnacle Bancorp, Inc. | 66 | $19.2K | 0.01% | +66 | New |
| Bogart Wealth, LLC | 67 | $19.5K | 0.00% | +67 | New |
| Polymer Capital Management (US) LLC | 73 | $21.2K | 0.00% | +73 | New |
| Atlantic Union Bankshares Corp | 94 | $27.3K | 0.00% | +94 | New |
| Global Retirement Partners, LLC | 95 | $27.6K | 0.00% | +95 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 100 | $29.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 77 | $29.3K | 0.01% | +77 | New |
| Private Trust Co NA | 103 | $29.9K | 0.00% | +13+14.4% | Added |
| Smithfield Trust Co | 107 | $31.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 108 | $31.4K | 0.00% | −51−32.1% | Reduced |
| Clear Street Markets LLC | 109 | $31.7K | 0.01% | +109 | New |
| MAI Capital Management | 110 | $32.0K | 0.00% | +59+115.7% | Added |
| Morton Brown Family Wealth, LLC | 120 | $34.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 125 | $36.3K | 0.00% | −750−85.7% | Reduced |
| Signaturefd, LLC | 128 | $37.2K | 0.00% | +5+4.1% | Added |
| Golden State Wealth Management, LLC | 156 | $45.4K | 0.01% | +153+5,100.0% | Added |
| Berbice Capital Management LLC | 170 | $49.4K | 0.03% | +170 | New |
| EverSource Wealth Advisors, LLC | 172 | $50.0K | 0.00% | +125+266.0% | Added |
| Nomura Asset Management Co Ltd | 190 | $55.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 198 | $57.6K | 0.00% | +25+14.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 300 | $59.9K | 0.02% | +300 | New |
| Lazard Asset Management LLC | 248 | $72.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 128 | $77.3K | 0.00% | −60−31.9% | Reduced |
| C M Bidwell & Associates Ltd | 282 | $82.0K | 0.04% | −4−1.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 341 | $99.2K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 360 | $105.0K | 0.00% | +360 | New |
| WPG Advisers, LLC | 549 | $159.6K | 0.13% | +292+113.6% | Added |
| Jones Financial Companies LLLP | 545 | $162.3K | 0.00% | +155+39.7% | Added |
| Costello Asset Management, INC | 618 | $179.7K | 0.07% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 648 | $188.0K | 0.01% | +24+3.8% | Added |
| Creative Financial Designs Inc | 651 | $189.3K | 0.01% | +100+18.1% | Added |
| CWM, LLC | 679 | $197.0K | 0.00% | −48−6.6% | Reduced |
| Whipplewood Advisors, LLC | 691 | $200.9K | 0.11% | +409+145.0% | Added |
| Congress Park Capital LLC | 700 | $203.5K | 0.07% | −550−44.0% | Reduced |
| Mariner, LLC | 722 | $210.7K | 0.00% | +722 | New |
| National Asset Management, Inc. | 728 | $211.7K | 0.01% | −327−31.0% | Reduced |
| Los Angeles Capital Management LLC | 734 | $213.4K | 0.00% | +734 | New |
| Atomi Financial Group, Inc. | 738 | $214.6K | 0.01% | +738 | New |
| MetLife Investment Management | 756 | $219.8K | 0.00% | +756 | New |
| Wiley Bros.-Aintree Capital, LLC | 761 | $221.3K | 0.00% | +761 | New |
| M&T Bank Corp | 764 | $221.8K | 0.00% | +764 | New |
| Allianz Asset Management GmbH | 770 | $223.9K | 0.00% | −1,585−67.3% | Reduced |
| Crescent Grove Advisors, LLC | 772 | $224.5K | 0.02% | −654−45.9% | Reduced |
| GeoWealth Management, LLC | 776 | $225.6K | 0.01% | +776 | New |
| Penn Capital Management Co Inc | 800 | $232.6K | 0.02% | +800 | New |
| Venturi Wealth Management, LLC | 813 | $236.4K | 0.01% | +813 | New |
| Captrust Financial Advisors | 849 | $246.9K | 0.00% | +849 | New |
| Transcend Wealth Collective, LLC | 851 | $247.4K | 0.02% | −1,823−68.2% | Reduced |
| Omnitrust Wealth Management, Inc | 648 | $249.0K | 0.30% | +648 | New |
| Shell Asset Management Co | 864 | $251.0K | 0.01% | −183−17.5% | Reduced |
| Beacon Pointe Advisors, LLC | 864 | $251.2K | 0.00% | +864 | New |
| Vident Advisory, LLC | 877 | $255.0K | 0.00% | +877 | New |
| Sigma Planning Corp | 888 | $258.2K | 0.01% | +888 | New |
| Fedenia Advisers LLC | 910 | $264.6K | 0.13% | +910 | New |
| Punch & Associates Investment Management, Inc. | 930 | $270.4K | 0.02% | +930 | New |
| Diversified Enterprises, LLC | 930 | $270.4K | 0.02% | +930 | New |
| First Horizon Advisors, Inc. | 941 | $273.6K | 0.01% | +488+107.7% | Added |
| Swiss Life Asset Management Ltd | 941 | $273.6K | 0.00% | +941 | New |
| Capital Market Strategies LLC | 950 | $276.2K | 0.19% | −300−24.0% | Reduced |
| Stephens Inc | 978 | $284.4K | 0.00% | −32−3.2% | Reduced |
| Pallas Capital Advisors LLC | 993 | $288.7K | 0.01% | +993 | New |
