| Bay Harbor Wealth Management, LLC | 1 | $263 | 0.00% | +1 | New |
| Crewe Advisors LLC | 1 | $264 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $264 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $264 | 0.00% | +1 | New |
| CVA Family Office, LLC | 2 | $527 | 0.00% | −1−33.3% | Reduced |
| Manchester Capital Management LLC | 2 | $527 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $527 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $527 | 0.00% | +2 | New |
| MPWM Advisory Solutions, LLC | 3 | $790 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $791 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4 | $971 | 0.00% | +4 | New |
| Valley National Advisers Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4 | $1.05K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4 | $1.05K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $1.05K | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 4 | $1.05K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $1.32K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $1.32K | 0.00% | +2+66.7% | Added |
| Horizon Investments, LLC | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7 | $1.84K | 0.00% | +7 | New |
| Hantz Financial Services, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 9 | $2.37K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 9 | $2.37K | 0.00% | +9 | New |
| Leonteq Securities AG | 9 | $2.37K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 10 | $2.63K | 0.00% | −6−37.5% | Reduced |
| SJS Investment Consulting Inc. | 10 | $2.63K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10 | $2.63K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 12 | $3.16K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 13 | $3.42K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $3.42K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $3.95K | 0.00% | −129−89.6% | Reduced |
| CoreCap Advisors, LLC | 16 | $4.21K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17 | $4.48K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18 | $4.74K | 0.00% | −1−5.3% | Reduced |
| Bullock Wealth Management Group | 18 | $4.75K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $5.27K | 0.00% | −294−93.6% | Reduced |
| Asset Dedication, LLC | 20 | $5.27K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $5.27K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 21 | $5.53K | 0.00% | +20+2,000.0% | Added |
| Cherry Tree Wealth Management, LLC | 21 | $5.53K | 0.00% | +21 | New |
| Plato Investment Management Ltd | 21 | $5.59K | 0.00% | +21 | New |
| BOK Financial Private Wealth, Inc. | 22 | $5.79K | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 24 | $6.32K | 0.00% | +11+84.6% | Added |
| Whipplewood Advisors, LLC | 31 | $6.85K | 0.00% | +10+47.6% | Added |
| Frazier Financial Advisors, LLC | 28 | $7.37K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 29 | $7.60K | 0.00% | +1+3.6% | Added |
| Continuum Advisory, LLC | 32 | $8.43K | 0.00% | −2−5.9% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $8.95K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 36 | $9.48K | 0.01% | −20−35.7% | Reduced |
| Creative Financial Designs Inc | 36 | $9.48K | 0.00% | +16+80.0% | Added |
| WPG Advisers, LLC | 37 | $9.74K | 0.01% | +19+105.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $10.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 39 | $10.3K | 0.00% | −1−2.5% | Reduced |
| Private Trust Co NA | 39 | $10.3K | 0.00% | +37+1,850.0% | Added |
| Byrne Asset Management LLC | 41 | $10.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $11.1K | 0.00% | −3−6.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 44 | $11.6K | 0.00% | +31+238.5% | Added |
| Hemington Wealth Management | 47 | $12.0K | 0.00% | +4+9.3% | Added |
| Optimum Investment Advisors | 50 | $13.2K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 51 | $13.4K | 0.00% | +51 | New |
| Atlas Capital Advisors LLC | 57 | $15.0K | 0.00% | +10+21.3% | Added |
| Rise Advisors, LLC | 57 | $15.1K | 0.01% | −26−31.3% | Reduced |
| Geneos Wealth Management Inc. | 61 | $16.1K | 0.00% | +38+165.2% | Added |
| Massmutual Trust Co FSB | 62 | $16.3K | 0.00% | +32+106.7% | Added |
| Kestra Investment Management, LLC | 64 | $16.9K | 0.00% | +64 | New |
| Skopos Labs, Inc. | 67 | $17.6K | 0.00% | +50+294.1% | Added |
| Central Trust Co | 70 | $18.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 78 | $20.5K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 80 | $21.1K | 0.02% | +11+15.9% | Added |
| Jones Financial Companies LLLP | 88 | $23.1K | 0.00% | +18+25.7% | Added |
| Bessemer Group Inc | 108 | $28.0K | 0.00% | −140−56.5% | Reduced |
| Farther Finance Advisors, LLC | 108 | $28.6K | 0.00% | −5−4.4% | Reduced |
| Battery Global Advisors, LLC | 119 | $31.3K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 121 | $31.9K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 122 | $32.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 125 | $32.9K | 0.00% | +105+525.0% | Added |
| Harvest Fund Management Co., Ltd | 125 | $33.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 131 | $34.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 134 | $35.3K | 0.00% | +17+14.5% | Added |
| Ancora Advisors, LLC | 150 | $39.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 172 | $45.3K | 0.01% | −121−41.3% | Reduced |
| Kiker Wealth Management, LLC | 180 | $47.4K | 0.03% | +180 | New |
| Citadel Advisors LLC | 185 | $48.7K | 0.00% | +106+134.2% | Added |
| BankPlus Trust Department | 189 | $49.8K | 0.02% | −48−20.3% | Reduced |
| V-Square Quantitative Management LLC | 206 | $54.3K | 0.01% | +27+15.1% | Added |
| Ci Investments Inc. | 233 | $61.0K | 0.00% | −62−21.0% | Reduced |
| Huntington National Bank | 236 | $62.1K | 0.00% | +15+6.8% | Added |
| Transce3nd, LLC | 244 | $63.7K | 0.03% | +5+2.1% | Added |
| Umb Bank N A | 250 | $65.8K | 0.00% | +78+45.3% | Added |
| Lindbrook Capital, LLC | 267 | $70.3K | 0.01% | +199+292.6% | Added |
| Bryn Mawr Trust Co | 300 | $79.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 300 | $79.0K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 320 | $84.3K | 0.06% | +77+31.7% | Added |
| AdvisorNet Financial, Inc | 335 | $88.2K | 0.01% | +2+0.6% | Added |
| Caitong International Asset Management Co., Ltd | 359 | $94.5K | 0.07% | +340+1,789.5% | Added |
| SRS Capital Advisors, Inc. | 364 | $95.9K | 0.01% | +204+127.5% | Added |
| Sunbelt Securities, Inc. | 393 | $103.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 455 | $110.9K | 0.00% | +7+1.6% | Added |
