| Natixis | 1 | $642 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $642 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $642 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $642 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $1.07K | 0.00% | +3 | Added |
| Cornerstone Planning Group LLC | 2 | $1.12K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $1.20K | 0.00% | +2 | New |
| Rosenberg Matthew Hamilton | 2 | $1.28K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $1.28K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $1.28K | 0.00% | +1+100.0% | Added |
| Montag A & Associates Inc | 2 | $1.59K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $1.64K | 0.00% | +1+50.0% | Added |
| Private Wealth Management Group, LLC | 3 | $1.93K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $1.93K | 0.00% | +2+200.0% | Added |
| Harbor Investment Advisory, LLC | 3 | $1.93K | 0.00% | +3 | New |
| AlphaMark Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $2.57K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $2.57K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4 | $2.57K | 0.00% | +4 | New |
| Abich Financial Wealth Management LLC | 4 | $2.57K | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $2.58K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $3.00K | 0.00% | +2+100.0% | Added |
| Red Tortoise LLC | 5 | $3.21K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 6 | $3.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 6 | $3.85K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7 | $4.49K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 9 | $5.78K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 9 | $5.78K | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 10 | $6.42K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $6.45K | 0.00% | −3−23.1% | Reduced |
| Smartleaf Asset Management LLC | 11 | $7.09K | 0.00% | +10+1,000.0% | Added |
| ORG Partners LLC | 12 | $7.69K | 0.01% | −316−96.3% | Reduced |
| CVA Family Office, LLC | 12 | $7.70K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 15 | $9.63K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $10.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $10.9K | 0.00% | −1−5.6% | Reduced |
| Harbour Investments, Inc. | 17 | $10.9K | 0.00% | −2−10.5% | Reduced |
| AdvisorNet Financial, Inc | 19 | $12.2K | 0.00% | +16+533.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 19 | $12.2K | 0.00% | +19 | New |
| Lindbrook Capital, LLC | 20 | $12.8K | 0.00% | −5−20.0% | Reduced |
| Security National Bank | 20 | $12.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 22 | $13.5K | 0.00% | +15+214.3% | Added |
| Tortoise Investment Management, LLC | 22 | $14.1K | 0.00% | +22 | New |
| Quarry LP | 23 | $14.8K | 0.01% | +23 | New |
| LGT Financial Advisors LLC | 24 | $15.4K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 24 | $15.4K | 0.00% | −1−4.0% | Reduced |
| VisionPoint Advisory Group, LLC | 25 | $16.0K | 0.01% | +7+38.9% | Added |
| Massmutual Trust Co FSB | 26 | $16.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 28 | $18.0K | 0.00% | +28 | New |
| Salem Investment Counselors Inc | 28 | $18.0K | 0.00% | +28 | New |
| Centerpoint Advisors, LLC | 29 | $19.0K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 31 | $19.9K | 0.00% | +31 | New |
| Nomura Asset Management Co Ltd | 33 | $21.2K | 0.00% | +33 | New |
| CBIZ Investment Advisory Services, LLC | 33 | $21.2K | 0.00% | +33 | New |
| Private Trust Co NA | 36 | $23.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 36 | $23.1K | 0.00% | −58−61.7% | Reduced |
| Rise Advisors, LLC | 40 | $25.7K | 0.01% | +40 | New |
| Venturi Wealth Management, LLC | 43 | $27.6K | 0.00% | −1−2.3% | Reduced |
| Contravisory Investment Management, Inc. | 45 | $28.9K | 0.01% | +4+9.8% | Added |
| Raleigh Capital Management Inc. | 45 | $28.9K | 0.01% | +45 | New |
| National Bank of Canada | 60 | $34.5K | 0.00% | +1+1.7% | Added |
| Proequities, Inc. | 60 | $38.5K | 0.00% | +1+1.7% | Added |
| Principal Securities, Inc. | 61 | $39.2K | 0.00% | −26−29.9% | Reduced |
| SYSTM Wealth Solutions LLC | 63 | $40.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 64 | $41.1K | 0.01% | +2+3.2% | Added |
| Blume Capital Management, Inc. | 70 | $45.0K | 0.01% | −10−12.5% | Reduced |
| Benjamin Edwards Inc | 73 | $47.0K | 0.01% | +1+1.4% | Added |
| GWM Advisors LLC | 74 | $47.5K | 0.00% | −509−87.3% | Reduced |
| Highlander Capital Management, LLC | 80 | $51.4K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 98 | $62.9K | 0.00% | −1−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 99 | $63.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 114 | $66.7K | 0.00% | +114 | New |
| Asset Management One Co.,Ltd. | 110 | $70.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 110 | $70.6K | 0.01% | +110 | New |
| Central Trust Co | 110 | $70.6K | 0.00% | −24−17.9% | Reduced |
| CIBC Private Wealth Group, LLC | 130 | $83.3K | 0.00% | +130 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 145 | $93.1K | 0.00% | +106+271.8% | Added |
| EntryPoint Capital, LLC | 147 | $94.4K | 0.08% | +18+14.0% | Added |
| Hollencrest Capital Management | 149 | $95.6K | 0.00% | −3−2.0% | Reduced |
| First Horizon Advisors, Inc. | 169 | $108.9K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 174 | $111.7K | 0.01% | −392−69.3% | Reduced |
| Impact Partnership Wealth, LLC | 185 | $118.8K | 0.05% | +185 | New |
| JJJ Advisors Inc. | 196 | $125.8K | 0.03% | +119+154.5% | Added |
| TSFG, LLC | 200 | $128.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 201 | $129.0K | 0.01% | −5−2.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 207 | $132.9K | 0.00% | −5−2.4% | Reduced |
| Covestor Ltd | 219 | $141.0K | 0.09% | +21+10.6% | Added |
| Northwestern Mutual Wealth Management Co | 223 | $143.2K | 0.00% | −23−9.3% | Reduced |
| Eagle Bay Advisors LLC | 224 | $143.8K | 0.09% | −40−15.2% | Reduced |
| TD Waterhouse Canada Inc. | 228 | $145.0K | 0.00% | +3+1.3% | Added |
| State of Wyoming | 236 | $151.5K | 0.03% | −37−13.6% | Reduced |
| CGC Financial Services, LLC | 241 | $154.7K | 0.08% | 00.0% | Unchanged |
| Shell Asset Management Co | 296 | $161.0K | 0.01% | −24−7.5% | Reduced |
| Harvest Fund Management Co., Ltd | 253 | $162.0K | 0.01% | +242+2,200.0% | Added |
| Steward Partners Investment Advisory, LLC | 263 | $168.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 271 | $174.0K | 0.03% | +271 | New |
| Bartlett & Co. Wealth Management LLC | 275 | $176.5K | 0.00% | 00.0% | Unchanged |