| Dunhill Financial, LLC | 1 | $124 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 1 | $232 | 0.00% | −4−80.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $232 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $233 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $233 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $233 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1 | $233 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $233 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $233 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $233 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $465 | 0.00% | −5−71.4% | Reduced |
| WPG Advisers, LLC | 2 | $465 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $465 | 0.00% | +1+100.0% | Added |
| Activest Wealth Management | 2 | $465 | 0.00% | +2 | New |
| Rossby Financial, LCC | 2 | $465 | 0.00% | +2 | New |
| Optima Capital LLC | 2 | $465 | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 2 | $466 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $698 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $698 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $931 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $931 | 0.00% | +1+33.3% | Added |
| Sunbelt Securities, Inc. | 4 | $931 | 0.00% | +4 | New |
| Spire Wealth Management | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 5 | $1.15K | 0.00% | +5 | New |
| Advocate Investing Services LLC | 5 | $1.16K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 6 | $1.40K | 0.00% | −29−82.9% | Reduced |
| Private Trust Co NA | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 7 | $1.63K | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 9 | $2.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $2.09K | 0.00% | +5+125.0% | Added |
| Caitong International Asset Management Co., Ltd | 10 | $2.33K | 0.00% | −8−44.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 11 | $2.56K | 0.00% | +11 | New |
| Golden State Wealth Management, LLC | 12 | $2.79K | 0.00% | +12 | New |
| Kingdom Financial Group LLC. | 12 | $2.79K | 0.00% | +12 | New |
| Whittier Trust Co of Nevada Inc | 12 | $2.82K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 13 | $3.00K | 0.00% | +13 | New |
| Cape Investment Advisory, Inc. | 13 | $3.02K | 0.00% | +1+8.3% | Added |
| Bogart Wealth, LLC | 15 | $3.49K | 0.00% | −2−11.8% | Reduced |
| Hollencrest Capital Management | 15 | $3.49K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 17 | $3.96K | 0.00% | +2+13.3% | Added |
| Rothschild Investment LLC | 17 | $3.96K | 0.00% | +11+183.3% | Added |
| Marquette Asset Management, LLC | 17 | $3.96K | 0.00% | +9+112.5% | Added |
| Optiver Holding B.V. | 18 | $4.19K | 0.00% | −25−58.1% | Reduced |
| Fortitude Family Office, LLC | 19 | $4.42K | 0.00% | +4+26.7% | Added |
| Essential Partners LLC | 19 | $4.42K | 0.00% | +18+1,800.0% | Added |
| Johnson Financial Group, Inc. | 19 | $4.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $4.65K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20 | $4.65K | 0.00% | +2+11.1% | Added |
| SageView Advisory Group, LLC | 20 | $4.65K | 0.00% | +20 | New |
| Asset Dedication, LLC | 23 | $5.35K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 25 | $5.82K | 0.00% | +25 | New |
| Rachor Investment Advisory Services, LLC | 25 | $5.82K | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 26 | $6.05K | 0.00% | 00.0% | Unchanged |
| American National Bank | 26 | $6.05K | 0.00% | +26 | New |
| Chesapeake Asset Management LLC | 28 | $6.51K | 0.01% | +28 | New |
| Basecamp Wealth Advisors LLC | 28 | $6.51K | 0.00% | +28 | New |
| Massmutual Trust Co FSB | 29 | $6.75K | 0.00% | +7+31.8% | Added |
| CIBC Private Wealth Group, LLC | 33 | $7.68K | 0.00% | +32+3,200.0% | Added |
| HM Payson & Co | 39 | $9.07K | 0.00% | +39 | New |
| Wolff Wiese Magana LLC | 43 | $10.0K | 0.01% | +1+2.4% | Added |
| Park Place Capital Corp | 47 | $10.9K | 0.00% | −1−2.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 51 | $11.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 56 | $12.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 55 | $13.0K | 0.00% | −512−90.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 56 | $13.0K | 0.00% | +56 | New |
| Parkside Financial Bank & Trust | 57 | $13.3K | 0.00% | +37+185.0% | Added |
| Global Retirement Partners, LLC | 62 | $14.4K | 0.00% | +13+26.5% | Added |
| Bell Investment Advisors, Inc | 63 | $14.7K | 0.00% | +21+50.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 72 | $16.8K | 0.00% | +72 | New |
| Tidemark, LLC | 76 | $17.7K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $23.3K | 0.00% | −37,742−99.7% | Reduced |
| EverSource Wealth Advisors, LLC | 111 | $25.8K | 0.00% | +56+101.8% | Added |
| Clearstead Advisors, LLC | 114 | $26.5K | 0.00% | −98−46.2% | Reduced |
| Root Financial Partners, LLC | 117 | $27.2K | 0.00% | +3+2.6% | Added |
| MAI Capital Management | 141 | $32.8K | 0.00% | +91+182.0% | Added |
| First Horizon Corp | 148 | $34.4K | 0.00% | +7+5.0% | Added |
| Sterling Capital Management LLC | 157 | $36.5K | 0.00% | +124+375.8% | Added |
| Allworth Financial LP | 165 | $38.4K | 0.00% | −5−2.9% | Reduced |
| TD Private Client Wealth LLC | 188 | $43.7K | 0.00% | +55+41.4% | Added |
| Signaturefd, LLC | 192 | $44.7K | 0.00% | −66−25.6% | Reduced |
| Fifth Third Bancorp | 193 | $44.9K | 0.00% | −63−24.6% | Reduced |
| Employees Retirement System of Texas | 212 | $49.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 220 | $51.2K | 0.01% | +70+46.7% | Added |
| Northwestern Mutual Wealth Management Co | 233 | $54.2K | 0.00% | +41+21.4% | Added |
| SRS Capital Advisors, Inc. | 236 | $54.9K | 0.00% | +41+21.0% | Added |
| Canada Pension Plan Investment Board | 260 | $60.5K | 0.00% | −40−13.3% | Reduced |
| Ronald Blue Trust, Inc. | 277 | $64.4K | 0.00% | −205−42.5% | Reduced |
| Reyes Financial Architecture, Inc. | 285 | $66.3K | 0.04% | −103−26.5% | Reduced |
| Umb Bank N A | 302 | $70.3K | 0.00% | +2+0.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 307 | $71.0K | 0.00% | +82+36.4% | Added |
| Kestra Advisory Services, LLC | 311 | $72.4K | 0.00% | +311 | New |
| Steward Partners Investment Advisory, LLC | 349 | $81.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 404 | $94.0K | 0.00% | +66+19.5% | Added |
| Advisor Group Holdings, Inc. | 433 | $101.0K | 0.00% | −200−31.6% | Reduced |
| Harbor Investment Advisory, LLC | 467 | $108.6K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 470 | $109.0K | 0.00% | +328+231.0% | Added |
| Advisors Asset Management, Inc. | 513 | $119.3K | 0.00% | +68+15.3% | Added |
| Farther Finance Advisors, LLC | 517 | $120.3K | 0.00% | +333+181.0% | Added |
