| Caitong International Asset Management Co., Ltd | 1 | $133 | 0.00% | −5−83.3% | Reduced |
| WestEnd Advisors, LLC | 1 | $133 | 0.00% | −1−50.0% | Reduced |
| Ancora Advisors, LLC | 1 | $133 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $266 | 0.00% | −2−50.0% | Reduced |
| Rakuten Securities, Inc. | 2 | $266 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $266 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 3 | $398 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $399 | 0.00% | −2−40.0% | Reduced |
| Highline Wealth Partners LLC | 3 | $399 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3 | $399 | 0.00% | +3 | New |
| Binnacle Investments Inc | 3 | $399 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $486 | 0.00% | +1+33.3% | Added |
| Harbour Investments, Inc. | 4 | $531 | 0.00% | −2−33.3% | Reduced |
| Larson Financial Group LLC | 4 | $531 | 0.00% | +3+300.0% | Added |
| HFM Investment Advisors, LLC | 5 | $664 | 0.00% | −2−28.6% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $664 | 0.00% | +1+25.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $930 | 0.00% | +3+75.0% | Added |
| Rise Advisors, LLC | 7 | $930 | 0.00% | +4+133.3% | Added |
| Cloud Capital Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Howard Hughes Medical Institute | 8 | $1.06K | 0.00% | −1−11.1% | Reduced |
| TFC Financial Management | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 9 | $1.20K | 0.00% | −101−91.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 9 | $1.20K | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 9 | $1.20K | 0.00% | +9 | New |
| ORG Partners LLC | 10 | $1.33K | 0.00% | +2+25.0% | Added |
| South State Corp. | 10 | $1.33K | 0.00% | −9−47.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $1.33K | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 17 | $1.38K | 0.00% | +12+240.0% | Added |
| Raffa Wealth Management, LLC | 12 | $1.59K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.93K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 22 | $2.00K | 0.00% | −9−29.0% | Reduced |
| GW&K Investment Management, LLC | 13 | $2.00K | 0.00% | −9−40.9% | Reduced |
| Abound Wealth Management | 16 | $2.13K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 16 | $2.13K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 17 | $2.26K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 17 | $2.26K | 0.00% | +5+41.7% | Added |
| Boyd Watterson Asset Management LLC | 18 | $2.39K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $2.52K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 22 | $2.92K | 0.00% | −43−66.2% | Reduced |
| CKW Financial Group | 25 | $3.00K | 0.00% | −10−28.6% | Reduced |
| Red Tortoise LLC | 23 | $3.06K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $3.32K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 32 | $4.20K | 0.00% | +32 | New |
| 1620 Investment Advisors, Inc. | 33 | $4.38K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 37 | $4.92K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $5.32K | 0.00% | −3−7.0% | Reduced |
| Manchester Capital Management LLC | 42 | $5.58K | 0.00% | −6−12.5% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $5.71K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 44 | $5.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $5.98K | 0.00% | −3−6.3% | Reduced |
| Capital Advisors, Ltd. LLC | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 47 | $6.25K | 0.00% | +2+4.4% | Added |
| Grove Bank & Trust | 48 | $6.38K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $6.38K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 48 | $6.39K | 0.00% | −1,204−96.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $6.64K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 52 | $6.91K | 0.00% | +52 | New |
| Anfield Capital Management, LLC | 54 | $7.17K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 56 | $7.44K | 0.00% | +16+40.0% | Added |
| Sunbelt Securities, Inc. | 58 | $7.71K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 62 | $8.24K | 0.00% | +34+121.4% | Added |
| UMA Financial Services, Inc. | 63 | $8.37K | 0.00% | −7−10.0% | Reduced |
| Front Row Advisors LLC | 65 | $8.64K | 0.00% | −3−4.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 66 | $8.77K | 0.00% | +66 | New |
| Chilton Capital Management LLC | 66 | $8.77K | 0.00% | +66 | New |
| Salem Investment Counselors Inc | 72 | $9.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 74 | $9.83K | 0.00% | +63+572.7% | Added |
| Global Retirement Partners, LLC | 75 | $9.96K | 0.00% | −14−15.7% | Reduced |
| Bank of New Hampshire | 75 | $9.96K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $9.96K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 76 | $10.1K | 0.00% | −9−10.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $10.9K | 0.00% | −3−3.5% | Reduced |
| CVA Family Office, LLC | 90 | $12.0K | 0.00% | −12−11.8% | Reduced |
| Strengthening Families & Communities, LLC | 94 | $12.5K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| American National Bank | 100 | $13.3K | 0.00% | +100 | New |
| Private Wealth Management Group, LLC | 110 | $14.6K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 111 | $14.7K | 0.00% | +111 | New |
| ZRC Wealth Management, LLC | 112 | $14.9K | 0.01% | +12+12.0% | Added |
| Sentry Investment Management LLC | 115 | $15.0K | 0.01% | −40−25.8% | Reduced |
| Johnson Financial Group, Inc. | 115 | $15.3K | 0.00% | +8+7.5% | Added |
| Root Financial Partners, LLC | 118 | $15.7K | 0.00% | +118 | New |
| Massmutual Trust Co FSB | 120 | $15.9K | 0.00% | −10−7.7% | Reduced |
| Coastline Trust Co | 125 | $16.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 131 | $17.0K | 0.00% | +1+0.8% | Added |
| Westside Investment Management, Inc. | 134 | $17.8K | 0.00% | +67+100.0% | Added |
| Wealthspire Advisors, LLC | 147 | $19.5K | 0.00% | +147 | New |
| Onefund, LLC | 150 | $19.9K | 0.01% | +9+6.4% | Added |
| Tortoise Investment Management, LLC | 152 | $20.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 153 | $20.3K | 0.00% | −609−79.9% | Reduced |
| Zions Bancorporation, National Association | 163 | $21.7K | 0.00% | −3−1.8% | Reduced |
| Umb Bank N A | 178 | $23.7K | 0.00% | +68+61.8% | Added |
| Copia Wealth Management | 202 | $26.8K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 241 | $32.0K | 0.01% | −498−67.4% | Reduced |
| Farther Finance Advisors, LLC | 274 | $36.4K | 0.00% | −102−27.1% | Reduced |
| CoreCap Advisors, LLC | 281 | $37.3K | 0.00% | −229−44.9% | Reduced |
| Resources Management Corp | 300 | $40.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 309 | $41.1K | 0.02% | 00.0% | Unchanged |