| Liberty Mutual Group Asset Management Inc. | 32,312 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 4 | $91 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 7 | $176 | 0.00% | −1−12.5% | Reduced |
| Curio Wealth, LLC | 10 | $228 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 12 | $274 | 0.00% | −4−25.0% | Reduced |
| Raffa Wealth Management, LLC | 12 | $274 | 0.00% | +12 | New |
| Transamerica Financial Advisors, Inc. | 15 | $342 | 0.00% | +15 | New |
| Investors Portfolio Services LLC | 18 | $387 | 0.00% | +18 | New |
| Trust Co | 20 | $456 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $456 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 26 | $593 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 31 | $707 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 31 | $707 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 35 | $798 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 35 | $798 | 0.00% | +35 | New |
| Sachetta, LLC | 43 | $981 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 44 | $992 | 0.00% | +44 | New |
| Park Place Capital Corp | 49 | $1.12K | 0.00% | +49 | New |
| WPG Advisers, LLC | 56 | $1.28K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 57 | $1.28K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 58 | $1.32K | 0.00% | +9+18.4% | Added |
| Creative Financial Designs Inc | 59 | $1.34K | 0.00% | +59 | New |
| Valued Wealth Advisors LLC | 63 | $1.44K | 0.00% | +61+3,050.0% | Added |
| Hughes Financial Services, LLC | 65 | $1.48K | 0.00% | +1+1.6% | Added |
| Arlington Trust Co LLC | 70 | $1.60K | 0.00% | +70 | New |
| Marquette Asset Management, LLC | 71 | $1.62K | 0.00% | +71 | New |
| McGuire Capital Advisors Inc | 75 | $1.71K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 75 | $1.71K | 0.00% | +37+97.4% | Added |
| Versant Capital Management, Inc | 86 | $1.96K | 0.00% | −109−55.9% | Reduced |
| Avion Wealth | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 94 | $2.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 102 | $2.33K | 0.00% | +24+30.8% | Added |
| North Star Investment Management Corp. | 106 | $2.42K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 111 | $2.53K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 115 | $2.62K | 0.00% | +39+51.3% | Added |
| Cornerstone Planning Group LLC | 124 | $2.70K | 0.00% | +12+10.7% | Added |
| Newbridge Financial Services Group, Inc. | 120 | $2.74K | 0.00% | +1+0.8% | Added |
| SJS Investment Consulting Inc. | 122 | $2.78K | 0.00% | +60+96.8% | Added |
| Park Square Financial Group, LLC | 123 | $2.80K | 0.02% | +123 | New |
| Caitong International Asset Management Co., Ltd | 130 | $2.96K | 0.00% | +130 | New |
| Osbon Capital Management LLC | 133 | $3.03K | 0.00% | +133 | New |
| Clearstead Advisors, LLC | 136 | $3.10K | 0.00% | −915−87.1% | Reduced |
| Private Trust Co NA | 138 | $3.15K | 0.00% | +138 | New |
| Rothschild Investment LLC | 165 | $3.76K | 0.00% | +156+1,733.3% | Added |
| Prestige Wealth Management Group LLC | 168 | $3.83K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 177 | $4.03K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 193 | $4.41K | 0.00% | +141+271.2% | Added |
| Whittier Trust Co of Nevada Inc | 197 | $4.45K | 0.00% | +197 | New |
| Hilltop National Bank | 200 | $4.56K | 0.00% | 00.0% | Unchanged |
| Bayban | 200 | $4.56K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 212 | $4.83K | 0.00% | +10+5.0% | Added |
| Vision Financial Markets LLC | 213 | $4.86K | 0.00% | +2+0.9% | Added |
| United Financial Planning Group LLC | 222 | $5.06K | 0.00% | +207+1,380.0% | Added |
| Keating Financial Advisory Services, Inc. | 248 | $5.65K | 0.00% | +55+28.5% | Added |
| Financial Consulate, Inc | 250 | $5.70K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 283 | $6.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 285 | $6.50K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 285 | $6.50K | 0.00% | +285 | New |
| Sound Income Strategies, LLC | 310 | $6.99K | 0.00% | +10+3.3% | Added |
| Cedar Mountain Advisors, LLC | 344 | $7.84K | 0.00% | +344 | New |
| Capital Advisors, Ltd. LLC | 361 | $8.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 370 | $8.44K | 0.00% | −1,141−75.5% | Reduced |
| Valley National Advisers Inc | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 418 | $9.53K | 0.00% | +229+121.2% | Added |
| Bank & Trust Co | 420 | $9.58K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 448 | $10.2K | 0.00% | +448 | New |
| Harvest Fund Management Co., Ltd | 502 | $11.0K | 0.00% | +445+780.7% | Added |
| Aster Capital Management (DIFC) Ltd | 616 | $11.1K | 0.00% | +616 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 498 | $11.4K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 500 | $11.4K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 500 | $11.4K | 0.00% | +200+66.7% | Added |
| First Horizon Corp | 522 | $11.9K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 636 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 556 | $12.7K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 570 | $13.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 585 | $13.3K | 0.00% | +85+17.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 590 | $13.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 600 | $13.7K | 0.00% | +56+10.3% | Added |
| JFS Wealth Advisors, LLC | 606 | $13.8K | 0.00% | +20+3.4% | Added |
| Bell Investment Advisors, Inc | 611 | $13.9K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 700 | $16.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 712 | $16.2K | 0.00% | −30−4.0% | Reduced |
| CVA Family Office, LLC | 720 | $16.4K | 0.00% | +720 | New |
| Kilter Group LLC | 728 | $16.6K | 0.01% | +4+0.6% | Added |
| SRS Capital Advisors, Inc. | 838 | $18.9K | 0.00% | −896−51.7% | Reduced |
| Estabrook Capital Management | 847 | $19.3K | 0.00% | +9+1.1% | Added |
| Basecamp Wealth Advisors LLC | 852 | $19.4K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 975 | $22.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 992 | $22.6K | 0.00% | +57+6.1% | Added |
| Bartlett & Co. Wealth Management LLC | 1,107 | $24.6K | 0.00% | +7+0.6% | Added |
| Atlantic Trust, LLC | 1,334 | $30.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,347 | $30.7K | 0.00% | −400−22.9% | Reduced |
| CoreCap Advisors, LLC | 1,392 | $31.8K | 0.00% | −51−3.5% | Reduced |
| Chilton Capital Management LLC | 1,549 | $35.3K | 0.00% | +1,549 | New |
| Massmutual Trust Co FSB | 1,562 | $35.6K | 0.00% | −409−20.8% | Reduced |
| Richardson Financial Services Inc. | 1,674 | $38.2K | 0.02% | −54−3.1% | Reduced |
| Financial Management Professionals, Inc. | 1,706 | $38.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,999 | $45.6K | 0.00% | −535−21.1% | Reduced |
| Root Financial Partners, LLC | 2,014 | $45.9K | 0.00% | +537+36.4% | Added |