| McClarren Financial Advisors, Inc. | 4 | $0 | 0.00% | +4 | New |
| Stonebridge Capital Advisors LLC | 0 | $9 | 0.00% | −16−100.0% | Reduced |
| Silicon Valley Capital Partners | 1 | $37 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $119 | 0.00% | −32−94.1% | Reduced |
| AdvisorNet Financial, Inc | 5 | $298 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $298 | 0.00% | +5 | New |
| Baker Avenue Asset Management, LP | 6 | $357 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 6 | $357 | 0.00% | +6 | New |
| Steward Partners Investment Advisory, LLC | 7 | $417 | 0.00% | −35−83.3% | Reduced |
| Addison Advisors LLC | 9 | $536 | 0.00% | −9−50.0% | Reduced |
| First Horizon Advisors, Inc. | 11 | $655 | 0.00% | −87−88.8% | Reduced |
| CVA Family Office, LLC | 15 | $893 | 0.00% | +15 | New |
| Glass Jacobson Investment Advisors llc | 15 | $893 | 0.00% | +15 | New |
| Horan Securities, Inc. | 17 | $1.01K | 0.00% | +10+142.9% | Added |
| Atticus Wealth Management, LLC | 17 | $1.02K | 0.00% | −7−29.2% | Reduced |
| Parkside Financial Bank & Trust | 20 | $1.19K | 0.00% | +7+53.8% | Added |
| Disciplined Investments, LLC | 21 | $1.25K | 0.00% | +5+31.3% | Added |
| Earnest Partners LLC | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $1.31K | 0.00% | +7+46.7% | Added |
| Schubert & Co | 26 | $1.55K | 0.00% | −21−44.7% | Reduced |
| Cornerstone Planning Group LLC | 25 | $1.57K | 0.00% | +25 | New |
| Ellevest, Inc. | 27 | $1.61K | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 31 | $2.00K | 0.00% | +31 | New |
| Bellevue Asset Management, LLC | 35 | $2.07K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 46 | $2.74K | 0.00% | −81−63.8% | Reduced |
| Davidson Capital Management Inc. | 48 | $2.86K | 0.00% | −164−77.4% | Reduced |
| Parallel Advisors, LLC | 50 | $2.98K | 0.00% | +11+28.2% | Added |
| JFS Wealth Advisors, LLC | 53 | $3.16K | 0.00% | −29−35.4% | Reduced |
| Glassman Wealth Services | 54 | $3.22K | 0.00% | +43+390.9% | Added |
| Prestige Wealth Management Group LLC | 55 | $3.28K | 0.00% | +55 | New |
| GWM Advisors LLC | 67 | $3.99K | 0.00% | +67 | New |
| Vigilant Capital Management, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Amundi | 64 | $4.17K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 72 | $4.29K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 77 | $4.50K | 0.00% | +24+45.3% | Added |
| Fiduciary Alliance LLC | 79 | $4.71K | 0.00% | +79 | New |
| First Manhattan Co | 81 | $4.82K | 0.00% | +81 | New |
| Zions Bancorporation, N.A. | 99 | $5.90K | 0.00% | +99 | New |
| Cary Street Partner Investment Advisory LLC | 105 | $6.25K | 0.00% | +105 | New |
| Front Row Advisors LLC | 123 | $7.00K | 0.00% | +9+7.9% | Added |
| Bell Investment Advisors, Inc | 121 | $7.21K | 0.00% | +43+55.1% | Added |
| Institutional & Family Asset Management, LLC | 128 | $7.62K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 139 | $8.28K | 0.00% | −9−6.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 155 | $9.23K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 178 | $10.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 196 | $11.7K | 0.00% | +98+100.0% | Added |
| Investors Research Corp | 199 | $11.9K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 199 | $11.9K | 0.00% | +199 | New |
| Washington Trust Co | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 203 | $12.1K | 0.00% | +10+5.2% | Added |
| Proequities, Inc. | 246 | $14.7K | 0.00% | −107−30.3% | Reduced |
| Hexagon Capital Partners LLC | 251 | $14.9K | 0.00% | −388−60.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 252 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 256 | $15.2K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 269 | $16.0K | 0.01% | +269 | New |
| Lee Financial Co | 280 | $16.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 279 | $17.0K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 274 | $17.7K | 0.01% | +274 | New |
| Nomura Asset Management Co Ltd | 310 | $18.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 331 | $19.7K | 0.00% | −49,777−99.3% | Reduced |
| Washington Trust Advisors, Inc. | 351 | $20.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 376 | $22.4K | 0.00% | −526−58.3% | Reduced |
| Cambridge Trust Co | 393 | $23.0K | 0.00% | +107+37.4% | Added |
| Umb Bank N A | 435 | $26.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 442 | $26.0K | 0.01% | +442 | New |
| Advisory Services Network, LLC | 455 | $27.1K | 0.00% | +455 | New |
| State of Wyoming | 479 | $28.5K | 0.01% | −61−11.3% | Reduced |
| Toth Financial Advisory Corp | 484 | $28.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 575 | $34.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 633 | $37.7K | 0.00% | +633 | New |
| JTC Employer Solutions Trusteee Ltd | 635 | $38.0K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 650 | $38.7K | 0.00% | +650 | New |
| EverSource Wealth Advisors, LLC | 666 | $39.7K | 0.01% | +666 | New |
| Ronald Blue Trust, Inc. | 672 | $44.0K | 0.00% | +346+106.1% | Added |
| TCTC Holdings, LLC | 800 | $47.6K | 0.00% | 00.0% | Unchanged |
| Ossiam | 816 | $48.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 855 | $51.0K | 0.01% | −794−48.2% | Reduced |
| Quadrant Capital Group LLC | 916 | $54.6K | 0.01% | +334+57.4% | Added |
| AXS Investments LLC | 935 | $55.7K | 0.02% | +935 | New |
| Plante Moran Financial Advisors, LLC | 964 | $57.4K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 977 | $58.2K | 0.01% | +977 | New |
| Leonteq Securities AG | 1,050 | $62.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,214 | $83.0K | 0.00% | +568+87.9% | Added |
| American International Group, Inc. | 1,413 | $84.2K | 0.00% | −31−2.1% | Reduced |
| TCI Wealth Advisors, Inc. | 1,504 | $89.6K | 0.01% | −2−0.1% | Reduced |
| Covestor Ltd | 1,526 | $91.0K | 0.07% | +265+21.0% | Added |
| Point72 Middle East FZE | 1,822 | $108.5K | 0.01% | +1,822 | New |
| Signaturefd, LLC | 2,300 | $137.0K | 0.00% | +282+14.0% | Added |
| Capital Impact Advisors, LLC | 2,382 | $141.9K | 0.14% | −97−3.9% | Reduced |
| Central Trust Co | 2,395 | $142.6K | 0.00% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 2,932 | $174.6K | 0.61% | −212−6.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,206 | $191.0K | 0.00% | −563−14.9% | Reduced |
| Dark Forest Capital Management LP | 3,293 | $196.1K | 0.05% | −13,220−80.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,448 | $205.0K | 0.01% | +3,448 | New |
| Stephenson National Bank & Trust | 3,550 | $211.0K | 0.13% | −12−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,558 | $211.9K | 0.00% | +65+1.9% | Added |
| Van Eck Associates Corp | 3,559 | $212.0K | 0.00% | +440+14.1% | Added |
| Systematic Alpha Investments, LLC | 3,620 | $215.6K | 0.01% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 3,775 | $220.9K | 0.07% | +3,775 | New |
| Stephens Inc | 3,748 | $223.2K | 0.00% | +139+3.9% | Added |
