| SkyView Investment Advisors, LLC | 9 | $0 | 0.00% | +9 | New |
| Tfo-TDC, LLC | 1 | $30 | 0.00% | −1−50.0% | Reduced |
| Global Financial Private Client, LLC | 2 | $61 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $61 | 0.00% | +2 | New |
| First Manhattan Co | 3 | $91 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $122 | 0.00% | +1+33.3% | Added |
| Brown Brothers Harriman & Co | 5 | $152 | 0.00% | −76−93.8% | Reduced |
| True Wealth Design, LLC | 7 | $214 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $214 | 0.00% | +7 | New |
| USA Financial Portformulas Corp | 8 | $244 | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 10 | $305 | 0.00% | +10 | New |
| Gradient Investments LLC | 11 | $335 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 11 | $336 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $366 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 15 | $457 | 0.00% | −4−21.1% | Reduced |
| GHP Investment Advisors, Inc. | 15 | $458 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $518 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 17 | $518 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 23 | $701 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $762 | 0.00% | −285−91.9% | Reduced |
| SJS Investment Consulting Inc. | 28 | $854 | 0.00% | −9−24.3% | Reduced |
| Financial Management Professionals, Inc. | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 35 | $1.05K | 0.00% | +1+2.9% | Added |
| Disciplined Investments, LLC | 38 | $1.16K | 0.00% | +5+15.2% | Added |
| Syverson Strege & Co | 39 | $1.19K | 0.00% | +39 | New |
| Sutton Wealth Advisors Inc. | 41 | $1.25K | 0.00% | −10−19.6% | Reduced |
| TCI Wealth Advisors, Inc. | 46 | $1.40K | 0.00% | −641−93.3% | Reduced |
| Hexagon Capital Partners LLC | 47 | $1.43K | 0.00% | −98−67.6% | Reduced |
| MCF Advisors LLC | 54 | $1.65K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 55 | $1.68K | 0.00% | +8+17.0% | Added |
| Baker Avenue Asset Management, LP | 57 | $1.74K | 0.00% | +27+90.0% | Added |
| DT Investment Partners, LLC | 60 | $1.81K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $2.00K | 0.00% | −300−81.1% | Reduced |
| MV Capital Management, Inc. | 74 | $2.25K | 0.00% | −58−43.9% | Reduced |
| St. Johns Investment Management Company, LLC | 110 | $3.35K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 117 | $3.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 126 | $3.84K | 0.00% | −31−19.7% | Reduced |
| Pin Oak Investment Advisors Inc | 115 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 135 | $4.00K | 0.00% | +115+575.0% | Added |
| Crewe Advisors LLC | 135 | $4.11K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 145 | $4.42K | 0.00% | −20−12.1% | Reduced |
| Lumature Wealth Partners, LLC | 146 | $4.45K | 0.00% | +146 | New |
| JFS Wealth Advisors, LLC | 152 | $4.63K | 0.00% | +55+56.7% | Added |
| Earnest Partners LLC | 153 | $4.66K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 158 | $5.00K | 0.00% | +158 | New |
| JJJ Advisors Inc. | 172 | $5.19K | 0.00% | +150+681.8% | Added |
| Harbour Investments, Inc. | 185 | $5.64K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 192 | $5.73K | 0.00% | −55,970−99.7% | Reduced |
| Zions Bancorporation, N.A. | 209 | $6.37K | 0.00% | −19−8.3% | Reduced |
| North Star Investment Management Corp. | 210 | $6.40K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 221 | $6.73K | 0.00% | +87+64.9% | Added |
| Financial Perspectives, Inc | 224 | $6.83K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 225 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 235 | $7.16K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 244 | $7.45K | 0.01% | +87+55.4% | Added |
| Fairfield Financial Advisors, LTD | 252 | $7.51K | 0.00% | +2+0.8% | Added |
| Harvest Fund Management Co., Ltd | 268 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 275 | $8.38K | 0.00% | −316−53.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 292 | $9.00K | 0.00% | +3+1.0% | Added |
| First Horizon Advisors, Inc. | 298 | $9.08K | 0.00% | +47+18.7% | Added |
| Delta Asset Management LLC | 300 | $9.14K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 300 | $9.16K | 0.00% | −217−42.0% | Reduced |
| Creative Financial Designs Inc | 333 | $10.1K | 0.00% | +333 | New |
| International Assets Investment Management, LLC | 341 | $10.4K | 0.00% | +341 | New |
| TD Private Client Wealth LLC | 348 | $10.6K | 0.00% | +16+4.8% | Added |
| Massmutual Trust Co FSB | 352 | $10.7K | 0.00% | +210+147.9% | Added |
| Farther Finance Advisors, LLC | 372 | $11.3K | 0.00% | +45+13.8% | Added |
| Group One Trading, L.P. | 388 | $11.8K | 0.00% | +388 | New |
| Parkside Financial Bank & Trust | 410 | $12.5K | 0.00% | −31−7.0% | Reduced |
| WR Wealth Planners, LLC | 424 | $12.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 433 | $13.2K | 0.00% | +90+26.2% | Added |
| Glassman Wealth Services | 433 | $13.2K | 0.00% | +171+65.3% | Added |
| Sunbelt Securities, Inc. | 461 | $13.8K | 0.00% | +461 | New |
| Carolinas Wealth Consulting LLC | 473 | $14.4K | 0.00% | +4+0.9% | Added |
| Clear Street Markets LLC | 500 | $15.0K | 0.00% | +244+95.3% | Added |
| HM Payson & Co | 500 | $15.2K | 0.00% | −150−23.1% | Reduced |
| Spirit of America Management Corp | 500 | $15.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $15.2K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 529 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 580 | $17.7K | 0.00% | +245+73.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 635 | $19.3K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 645 | $19.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 655 | $20.0K | 0.00% | +281+75.1% | Added |
| Private Trust Co NA | 721 | $22.0K | 0.00% | +465+181.6% | Added |
| Desjardins Global Asset Management Inc. | 722 | $22.0K | 0.00% | +422+140.7% | Added |
| Fisher Asset Management, LLC | 772 | $23.5K | 0.00% | −5,997−88.6% | Reduced |
| Ameritas Advisory Services, LLC | 770 | $23.8K | 0.00% | +770 | New |
| Tompkins Financial Corp | 780 | $23.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 806 | $24.6K | 0.00% | −795−49.7% | Reduced |
| Armstrong Advisory Group, Inc | 907 | $27.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 953 | $29.0K | 0.00% | −83−8.0% | Reduced |
| Twin Lakes Capital Management, LLC | 981 | $29.9K | 0.02% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 1,050 | $32.0K | 0.01% | +450+75.0% | Added |
| Global Retirement Partners, LLC | 1,118 | $32.3K | 0.00% | +750+203.8% | Added |
| Silvant Capital Management LLC | 1,102 | $33.6K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,195 | $36.4K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,200 | $37.0K | 0.00% | +631+110.9% | Added |
| Tilia Fiduciary Partners, Inc. | 1,251 | $38.1K | 0.04% | +1,112+800.0% | Added |
| IMA Wealth, Inc. | 1,311 | $39.9K | 0.01% | 00.0% | Unchanged |
