| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $540 | 0.00% | −87−98.9% | Reduced |
| Capital Performance Advisors LLP | 1 | $540 | 0.00% | +1 | New |
| Aster Capital Management (DIFC) Ltd | 1 | $540 | 0.00% | +1 | New |
| Penserra Capital Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 1 | $1.00K | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $1.08K | 0.00% | +1+100.0% | Added |
| PEAK6 Investments LLC | 2 | $1.16K | 0.00% | −1−33.3% | Reduced |
| Smartleaf Asset Management LLC | 3 | $1.62K | 0.00% | +3 | New |
| Umb Bank N A | 3 | $1.62K | 0.00% | −6−66.7% | Reduced |
| Peterson Financial Group, Inc. | 3 | $1.62K | 0.01% | +3 | New |
| Pineridge Advisors LLC | 3 | $1.62K | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 4 | $2.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $2.70K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 6 | $3.37K | 0.00% | +1+20.0% | Added |
| Massmutual Trust Co FSB | 7 | $3.78K | 0.00% | +1+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $4.32K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8 | $4.32K | 0.00% | +1+14.3% | Added |
| SJS Investment Consulting Inc. | 8 | $4.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $5.40K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $5.40K | 0.00% | +4+66.7% | Added |
| IFP Advisors, Inc | 11 | $5.94K | 0.00% | −79−87.8% | Reduced |
| Venturi Wealth Management, LLC | 11 | $5.94K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 15 | $6.00K | 0.00% | +15 | New |
| CWM, LLC | 13 | $7.00K | 0.00% | +4+44.4% | Added |
| Y.D. More Investments Ltd | 15 | $8.10K | 0.00% | +15 | New |
| Versant Capital Management, Inc | 18 | $9.72K | 0.00% | 00.0% | Unchanged |
| Ossiam | 23 | $12.4K | 0.00% | +23 | New |
| Principal Securities, Inc. | 23 | $12.5K | 0.00% | −9−28.1% | Reduced |
| EverSource Wealth Advisors, LLC | 24 | $13.0K | 0.00% | +10+71.4% | Added |
| Larson Financial Group LLC | 25 | $13.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 26 | $14.0K | 0.00% | +26 | New |
| SRS Capital Advisors, Inc. | 27 | $14.6K | 0.00% | −2−6.9% | Reduced |
| LGT Financial Advisors LLC | 28 | $15.1K | 0.04% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 33 | $17.8K | 0.00% | +33 | New |
| DT Investment Partners, LLC | 33 | $17.8K | 0.00% | +33 | New |
| Farther Finance Advisors, LLC | 36 | $19.4K | 0.00% | +2+5.9% | Added |
| GWM Advisors LLC | 40 | $21.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 46 | $24.8K | 0.00% | −56−54.9% | Reduced |
| Whittier Trust Co | 50 | $27.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 60 | $32.4K | 0.01% | +60 | New |
| Thompson Investment Management, Inc. | 64 | $34.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 64 | $34.8K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 81 | $43.7K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 107 | $57.6K | 0.00% | +41+62.1% | Added |
| Ronald Blue Trust, Inc. | 187 | $67.8K | 0.00% | +92+96.8% | Added |
| GAMMA Investing LLC | 133 | $71.8K | 0.01% | +57+75.0% | Added |
| Shell Asset Management Co | 137 | $74.0K | 0.00% | +137 | New |
| GeoWealth Management, LLC | 138 | $74.5K | 0.00% | +138 | New |
| Federated Hermes, Inc. | 158 | $85.3K | 0.00% | −2,388−93.8% | Reduced |
| Central Trust Co | 200 | $108.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 204 | $110.1K | 0.00% | −4−1.9% | Reduced |
| Gladius Capital Management LP | 228 | $123.1K | 0.07% | −34−13.0% | Reduced |
| Ameritas Investment Partners, Inc. | 253 | $136.6K | 0.00% | −5,052−95.2% | Reduced |
| Global Retirement Partners, LLC | 262 | $141.5K | 0.00% | −6−2.2% | Reduced |
| Ostrum Asset Management | 279 | $150.6K | 0.01% | +3+1.1% | Added |
| Horizon Investments, LLC | 338 | $182.0K | 0.00% | +333+6,660.0% | Added |
| Harvest Fund Management Co., Ltd | 376 | $203.0K | 0.01% | +376 | New |
| West Family Investments, Inc. | 382 | $206.2K | 0.07% | +382 | New |
| Checchi Capital Advisers, LLC | 384 | $207.3K | 0.02% | +384 | New |
| Quadrant Capital Group LLC | 385 | $207.8K | 0.01% | +24+6.6% | Added |
| Cresset Asset Management, LLC | 386 | $208.6K | 0.00% | +386 | New |
| DoubleLine ETF Adviser LP | 390 | $210.5K | 0.05% | +390 | New |
| Profund Advisors LLC | 392 | $211.6K | 0.01% | −299−43.3% | Reduced |
| Commerce Bank | 394 | $212.7K | 0.00% | +394 | New |
| SeaCrest Wealth Management, LLC | 398 | $214.8K | 0.02% | +398 | New |
| Park National Corp | 405 | $218.6K | 0.01% | +405 | New |
| Apella Capital, LLC | 407 | $220.4K | 0.01% | +407 | New |
| Evergreen Capital Management LLC | 412 | $222.4K | 0.01% | +412 | New |
| Wetherby Asset Management Inc | 417 | $225.1K | 0.01% | +417 | New |
| Empowered Funds, LLC | 417 | $225.1K | 0.00% | +417 | New |
| V-Square Quantitative Management LLC | 429 | $231.6K | 0.03% | +429 | New |
| Bill Few Associates, Inc. | 430 | $232.1K | 0.08% | +430 | New |
| Cozad Asset Management Inc | 448 | $241.8K | 0.02% | +448 | New |
| AXA S.A. | 452 | $244.0K | 0.00% | +452 | New |
| Laidlaw Wealth Management LLC | 466 | $251.6K | 0.12% | +466 | New |
| Bleakley Financial Group, LLC | 468 | $252.6K | 0.01% | +468 | New |
| Advisors Asset Management, Inc. | 472 | $254.8K | 0.00% | −207−30.5% | Reduced |
| Integrated Capital Management, Inc. | 485 | $261.8K | 0.20% | +485 | New |
| Capstone Investment Advisors, LLC | 488 | $263.4K | 0.01% | +488 | New |
| Federation des caisses Desjardins du Quebec | 494 | $266.5K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 494 | $266.7K | 0.08% | +494 | New |
| Bailard, Inc. | 500 | $269.9K | 0.01% | +500 | New |
| Godshalk Welsh Capital Management, Inc. | 500 | $269.9K | 0.17% | +500 | New |
| Atria Wealth Solutions, Inc. | 500 | $269.9K | 0.00% | +500 | New |
| Avantax Planning Partners, Inc. | 502 | $271.0K | 0.01% | −742−59.6% | Reduced |
| Prudential PLC | 510 | $275.3K | 0.00% | −15,067−96.7% | Reduced |
| Court Place Advisors, LLC | 513 | $276.9K | 0.08% | +513 | New |
| Avantax Advisory Services, Inc. | 521 | $281.0K | 0.00% | +521 | New |
| CWM Advisors, LLC | 526 | $283.9K | 0.03% | −205−28.0% | Reduced |
| Gladstone Institutional Advisory LLC | 545 | $294.2K | 0.01% | +545 | New |
| Ethic Inc. | 733 | $294.4K | 0.01% | −193−20.8% | Reduced |
| Brinker Capital Investments, LLC | 547 | $295.2K | 0.00% | +547 | New |
| Orion Portfolio Solutions, LLC | 547 | $295.2K | 0.00% | +547 | New |
| Campbell & CO Investment Adviser LLC | 557 | $300.7K | 0.02% | −4,025−87.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 559 | $301.8K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 559 | $301.8K | 0.00% | +559 | New |
| Centiva Capital, LP | 568 | $306.6K | 0.01% | +568 | New |
