| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 0 | $27 | 0.00% | 0 | New |
| Activest Wealth Management | 2 | $166 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 4 | $332 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4 | $332 | 0.00% | +4 | New |
| Asset Dedication, LLC | 4 | $332 | 0.00% | +4 | New |
| Sierra Ocean, LLC | 4 | $332 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $332 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $405 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $414 | 0.00% | +5 | New |
| WPG Advisers, LLC | 5 | $415 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $415 | 0.00% | +5 | New |
| CBIZ Investment Advisory Services, LLC | 5 | $415 | 0.00% | +5 | New |
| Winnow Wealth LLC | 6 | $422 | 0.00% | +2+50.0% | Added |
| Private Wealth Asset Management, LLC | 7 | $581 | 0.00% | +7 | New |
| Mather Group, LLC. | 7 | $614 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 9 | $747 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $830 | 0.00% | −8−44.4% | Reduced |
| Aventura Private Wealth, LLC | 10 | $830 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $830 | 0.00% | +7+233.3% | Added |
| Cromwell Holdings LLC | 10 | $830 | 0.00% | +10 | New |
| Sachetta, LLC | 11 | $913 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $913 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 12 | $996 | 0.00% | +12 | New |
| Tortoise Investment Management, LLC | 14 | $1.16K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15 | $1.25K | 0.00% | −9−37.5% | Reduced |
| Reyes Financial Architecture, Inc. | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $1.25K | 0.00% | +9+150.0% | Added |
| WealthTrak Capital Management LLC | 15 | $1.25K | 0.00% | +10+200.0% | Added |
| Raffa Wealth Management, LLC | 17 | $1.41K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 17 | $1.41K | 0.00% | +17 | New |
| AdvisorNet Financial, Inc | 20 | $1.66K | 0.00% | +5+33.3% | Added |
| Boston Private Wealth LLC | 22 | $1.83K | 0.00% | +22 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $1.91K | 0.00% | −5−17.9% | Reduced |
| Quent Capital, LLC | 24 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $2.01K | 0.00% | +24 | New |
| West Paces Advisors Inc. | 26 | $2.16K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 29 | $2.41K | 0.00% | +29 | New |
| True Wealth Design, LLC | 30 | $2.49K | 0.00% | −9−23.1% | Reduced |
| Manchester Capital Management LLC | 33 | $2.74K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 38 | $3.15K | 0.00% | +38 | New |
| Parvin Asset Management, LLC | 38 | $3.15K | 0.00% | +38 | New |
| Bell Investment Advisors, Inc | 42 | $3.49K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 43 | $3.57K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $3.65K | 0.00% | −169−79.3% | Reduced |
| Central Trust Co | 45 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 49 | $4.07K | 0.00% | −12−19.7% | Reduced |
| Salem Investment Counselors Inc | 49 | $4.07K | 0.00% | +49 | New |
| Webster Bank, N. A. | 56 | $4.65K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 57 | $4.73K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 61 | $5.06K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 65 | $5.39K | 0.00% | +65 | New |
| JFS Wealth Advisors, LLC | 71 | $5.89K | 0.00% | −37−34.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 72 | $6.00K | 0.00% | +72 | New |
| Saudi Central Bank | 77 | $6.39K | 0.03% | +77 | New |
| Whittier Trust Co | 81 | $6.72K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 87 | $7.22K | 0.00% | +87 | New |
| MAI Capital Management | 93 | $7.72K | 0.00% | +92+9,200.0% | Added |
| CVA Family Office, LLC | 94 | $7.80K | 0.00% | +82+683.3% | Added |
| Evelyn Partners Investment Management LLP | 98 | $8.13K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $8.46K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 102 | $8.46K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 103 | $8.55K | 0.00% | +103 | New |
| Meeder Asset Management Inc | 106 | $8.80K | 0.00% | −49−31.6% | Reduced |
| Gables Capital Management Inc. | 116 | $9.63K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 137 | $11.0K | 0.01% | +1+0.7% | Added |
| Hemington Wealth Management | 141 | $11.0K | 0.00% | +27+23.7% | Added |
| Massmutual Trust Co FSB | 150 | $12.4K | 0.00% | +35+30.4% | Added |
| Huntington National Bank | 153 | $12.7K | 0.00% | −301−66.3% | Reduced |
| Clearstead Advisors, LLC | 160 | $13.3K | 0.00% | +8+5.3% | Added |
| Harvest Fund Management Co., Ltd | 181 | $15.0K | 0.00% | −1,031−85.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 185 | $15.4K | 0.00% | +1+0.5% | Added |
| Centerpoint Advisors, LLC | 190 | $16.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $16.6K | 0.01% | +200 | New |
| Riverview Trust Co | 212 | $17.6K | 0.02% | −6−2.8% | Reduced |
| West Oak Capital, LLC | 250 | $20.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 290 | $22.4K | 0.01% | +96+49.5% | Added |
| Skopos Labs, Inc. | 281 | $23.3K | 0.01% | +109+63.4% | Added |
| Harbour Investments, Inc. | 289 | $24.0K | 0.00% | +61+26.8% | Added |
| Global X Japan Co., Ltd. | 311 | $25.8K | 0.00% | +48+18.3% | Added |
| Geneos Wealth Management Inc. | 312 | $25.9K | 0.00% | +290+1,318.2% | Added |
| EverSource Wealth Advisors, LLC | 331 | $27.5K | 0.00% | +212+178.2% | Added |
| SJS Investment Consulting Inc. | 366 | $30.4K | 0.01% | −4−1.1% | Reduced |
| IFP Advisors, Inc | 386 | $32.0K | 0.00% | +18+4.9% | Added |
| Fifth Third Bancorp | 423 | $35.1K | 0.00% | +217+105.3% | Added |
| UMA Financial Services, Inc. | 436 | $36.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 473 | $39.6K | 0.00% | −13−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 490 | $40.7K | 0.00% | +352+255.1% | Added |
| First Horizon Advisors, Inc. | 507 | $42.1K | 0.00% | +40+8.6% | Added |
| Retirement Wealth Solutions LLC | 510 | $42.3K | 0.03% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 531 | $44.1K | 0.01% | +531 | New |
| Private Trust Co NA | 553 | $45.9K | 0.00% | +365+194.1% | Added |
| Ridgewood Investments LLC | 574 | $47.6K | 0.02% | −209−26.7% | Reduced |
| Federated Hermes, Inc. | 578 | $48.0K | 0.00% | −136,214−99.6% | Reduced |
| Vega Investment Solutions | 627 | $52.0K | 0.01% | +627 | New |
| GWM Advisors LLC | 649 | $53.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 657 | $54.0K | 0.01% | −76−10.4% | Reduced |
| National Pension Service | 712 | $59.1K | 0.00% | −273,786−99.7% | Reduced |
