| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $54 | 0.00% | +1 | New |
| LRI Investments, LLC | 2 | $99 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $148 | 0.00% | −1−25.0% | Reduced |
| Trust Co | 3 | $148 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $198 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $198 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $198 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $247 | 0.00% | −11−68.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 5 | $247 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $248 | 0.00% | +3+150.0% | Added |
| Creative Capital Management Investments LLC | 6 | $297 | 0.00% | +6 | New |
| Silver Grove Financial Group, Inc. | 7 | $346 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 9 | $445 | 0.00% | +9 | New |
| Keating Financial Advisory Services, Inc. | 10 | $495 | 0.00% | +1+11.1% | Added |
| JFS Wealth Advisors, LLC | 12 | $594 | 0.00% | −9−42.9% | Reduced |
| Ronald Blue Trust, Inc. | 12 | $594 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 15 | $760 | 0.00% | +15 | New |
| Action Point Financial Planning, LLC | 18 | $791 | 0.00% | +18 | New |
| North Star Investment Management Corp. | 16 | $792 | 0.00% | +16 | New |
| Three Bearings Fiduciary Advisors, Inc. | 18 | $891 | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 18 | $990 | 0.00% | +18 | New |
| CVA Family Office, LLC | 21 | $1.04K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 24 | $1.19K | 0.00% | +11+84.6% | Added |
| Bare Financial Services, Inc | 25 | $1.24K | 0.00% | +12+92.3% | Added |
| UMA Financial Services, Inc. | 25 | $1.24K | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 21 | $1.26K | 0.00% | +21 | New |
| Pinnacle Wealth Planning Services, Inc. | 27 | $1.34K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 28 | $1.39K | 0.00% | +28 | New |
| Continuum Advisory, LLC | 29 | $1.44K | 0.00% | +29 | New |
| JPL Wealth Management, LLC | 32 | $1.58K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 33 | $1.63K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $1.93K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 40 | $1.98K | 0.00% | +40 | New |
| Larson Financial Group LLC | 43 | $2.13K | 0.00% | +19+79.2% | Added |
| Global Retirement Partners, LLC | 49 | $2.42K | 0.00% | +49 | New |
| Parkside Financial Bank & Trust | 61 | $3.02K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 67 | $3.32K | 0.00% | −260−79.5% | Reduced |
| Rialto Wealth Management, LLC | 67 | $3.32K | 0.00% | +50+294.1% | Added |
| SJS Investment Consulting Inc. | 72 | $3.56K | 0.00% | +47+188.0% | Added |
| Private Wealth Management Group, LLC | 79 | $3.91K | 0.00% | +32+68.1% | Added |
| Aster Capital Management (DIFC) Ltd | 80 | $3.96K | 0.00% | +80 | New |
| Bell Investment Advisors, Inc | 80 | $3.96K | 0.00% | +51+175.9% | Added |
| Optiver Holding B.V. | 93 | $4.60K | 0.00% | −28−23.1% | Reduced |
| Kilter Group LLC | 95 | $4.70K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 98 | $4.85K | 0.00% | −96−49.5% | Reduced |
| Avion Wealth | 119 | $5.00K | 0.00% | −560−82.5% | Reduced |
| Fortitude Family Office, LLC | 105 | $5.20K | 0.00% | +85+425.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 130 | $6.43K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 155 | $7.67K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 188 | $9.52K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 195 | $9.65K | 0.00% | +195 | New |
| Napier Financial, LLC | 200 | $9.90K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 236 | $11.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 300 | $14.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 325 | $16.1K | 0.00% | −30−8.5% | Reduced |
| Massmutual Trust Co FSB | 370 | $18.3K | 0.00% | +7+1.9% | Added |
| Nomura Asset Management Co Ltd | 370 | $18.3K | 0.00% | +370 | New |
| Harbor Capital Advisors, Inc. | 408 | $20.0K | 0.00% | −21−4.9% | Reduced |
| True Wealth Design, LLC | 408 | $20.2K | 0.00% | +265+185.3% | Added |
| Cullen/Frost Bankers, Inc. | 409 | $20.2K | 0.00% | +409 | Added |
| Essential Partners LLC | 426 | $21.1K | 0.01% | −518−54.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 449 | $22.2K | 0.00% | −496−52.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 450 | $22.3K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 599 | $29.6K | 0.00% | −216−26.5% | Reduced |
| Buck Wealth Strategies, LLC | 755 | $37.4K | 0.00% | +755 | New |
| Rothschild Investment LLC | 845 | $41.8K | 0.00% | +350+70.7% | Added |
| Parallel Advisors, LLC | 904 | $44.7K | 0.00% | +383+73.5% | Added |
| KBC Group NV | 993 | $49.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,040 | $51.5K | 0.00% | +660+173.7% | Added |
| Nykredit A/S | 1,119 | $55.4K | 0.00% | +1,119 | New |
| IFP Advisors, Inc | 1,164 | $57.6K | 0.00% | +942+424.3% | Added |
| The PNC Financial Services Group, Inc. | 1,204 | $59.6K | 0.00% | −2,909−70.7% | Reduced |
| Hilltop National Bank | 1,262 | $62.5K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,288 | $63.7K | 0.00% | −600−31.8% | Reduced |
| GAMMA Investing LLC | 1,350 | $66.8K | 0.00% | +525+63.6% | Added |
| US Bancorp | 1,409 | $69.7K | 0.00% | +592+72.5% | Added |
| Jones Financial Companies LLLP | 1,398 | $69.8K | 0.00% | +1,191+575.4% | Added |
| Nisa Investment Advisors, LLC | 1,506 | $74.5K | 0.00% | +1,264+522.3% | Added |
| Public Employees Retirement System of Ohio | 1,529 | $75.7K | 0.00% | +260+20.5% | Added |
| Tower Research Capital LLC (TRC) | 1,601 | $79.2K | 0.00% | −1,076−40.2% | Reduced |
| Farther Finance Advisors, LLC | 1,747 | $87.2K | 0.00% | +134+8.3% | Added |
| Aquatic Capital Management LLC | 1,778 | $88.0K | 0.00% | −16,891−90.5% | Reduced |
| Covestor Ltd | 1,838 | $91.0K | 0.05% | +1,066+138.1% | Added |
| Hikari Tsushin, Inc. | 1,900 | $94.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,329 | $115.3K | 0.00% | +1,558+202.1% | Added |
| Daiwa Securities Group Inc. | 2,348 | $116.2K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 2,472 | $121.6K | 0.01% | +2,472 | New |
| Ameritas Investment Partners, Inc. | 2,501 | $123.8K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,724 | $135.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,930 | $145.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,931 | $145.1K | 0.01% | −267−8.3% | Reduced |
| Signaturefd, LLC | 3,076 | $152.2K | 0.00% | +561+22.3% | Added |
| Public Employees Retirement Association of Colorado | 3,566 | $176.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,130 | $204.4K | 0.00% | −4,232−50.6% | Reduced |
| Aigen Investment Management, LP | 4,135 | $204.6K | 0.06% | +4,135 | New |
| Cambria Investment Management, L.P. | 4,207 | $207.0K | 0.01% | +4,207 | New |
| Kaydan Wealth Management, Inc. | 4,211 | $208.4K | 0.06% | +4,211 | New |
| M&T Bank Corp | 4,350 | $215.3K | 0.00% | +4,350 | New |
| Pictet Asset Management Holding SA | 4,407 | $218.1K | 0.00% | +4,407 | New |