| E Fund Management (Hong Kong) Co., Ltd. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Mendota Financial Group, LLC | 1 | $78 | 0.00% | +1 | New |
| WealthCollab, LLC | 3 | $233 | 0.00% | −79−96.3% | Reduced |
| WestEnd Advisors, LLC | 3 | $233 | 0.00% | −1−25.0% | Reduced |
| HM Payson & Co | 4 | $311 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $387 | 0.00% | +5 | New |
| Laurel Wealth Advisors LLC | 5 | $388 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $388 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $388 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 5 | $388 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $420 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $543 | 0.00% | +7 | New |
| NVWM, LLC | 9 | $698 | 0.00% | −209−95.9% | Reduced |
| Claris Advisors, LLC | 9 | $698 | 0.00% | +9 | New |
| Tucker Asset Management LLC | 10 | $776 | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 10 | $776 | 0.00% | +10 | New |
| Transcendent Capital Group LLC | 11 | $853 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 12 | $931 | 0.00% | −13−52.0% | Reduced |
| JDM Financial Group LLC | 12 | $931 | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | +15 | New |
| Riggs Asset Managment Co. Inc. | 14 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 21 | $1.63K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 22 | $1.71K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 23 | $1.78K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 25 | $1.94K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $1.94K | 0.00% | +10+66.7% | Added |
| Clean Yield Group | 25 | $1.94K | 0.00% | +25 | New |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $2.00K | 0.00% | −500−94.3% | Reduced |
| Continuum Advisory, LLC | 26 | $2.46K | 0.00% | +18+225.0% | Added |
| SJS Investment Consulting Inc. | 33 | $2.56K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $2.62K | 0.00% | +15+83.3% | Added |
| Cape Investment Advisory, Inc. | 35 | $2.71K | 0.00% | +35 | New |
| Financial Network Wealth Advisors LLC | 40 | $3.10K | 0.00% | +5+14.3% | Added |
| MCF Advisors LLC | 45 | $3.49K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 45 | $3.49K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 48 | $3.72K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $3.88K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $3.88K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $4.03K | 0.00% | −4−7.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 53 | $4.11K | 0.00% | +2+3.9% | Added |
| Tortoise Investment Management, LLC | 60 | $4.65K | 0.00% | +30+100.0% | Added |
| Voisard Asset Management Group, Inc. | 60 | $4.65K | 0.00% | +60 | New |
| Valued Wealth Advisors LLC | 70 | $5.43K | 0.00% | +21+42.9% | Added |
| Golden State Equity Partners | 74 | $5.74K | 0.00% | +74 | New |
| Raffa Wealth Management, LLC | 75 | $5.82K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 75 | $5.82K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 87 | $6.00K | 0.00% | +21+31.8% | Added |
| Arlington Trust Co LLC | 88 | $6.82K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $7.08K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 92 | $7.13K | 0.00% | +92 | New |
| Sachetta, LLC | 99 | $7.68K | 0.00% | +65+191.2% | Added |
| Glen Eagle Advisors, LLC | 100 | $7.75K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $7.75K | 0.00% | +100 | New |
| Tradewinds Capital Management, LLC | 100 | $7.75K | 0.00% | +100 | New |
| LFA - Lugano Financial Advisors SA | 110 | $8.53K | 0.01% | +110 | New |
| Atlas Capital Advisors LLC | 115 | $8.92K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 122 | $9.46K | 0.01% | +122 | New |
| Bellevue Asset Management, LLC | 125 | $9.69K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 126 | $9.77K | 0.01% | −58−31.5% | Reduced |
| Abich Financial Wealth Management LLC | 130 | $10.1K | 0.02% | −26−16.7% | Reduced |
| Princeton Global Asset Management LLC | 130 | $10.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $10.1K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 137 | $10.6K | 0.01% | +73+114.1% | Added |
| Itau Unibanco Holding S.A. | 142 | $11.0K | 0.00% | +142 | New |
| Oarsman Capital, Inc. | 144 | $11.2K | 0.00% | +144 | New |
| Zions Bancorporation, N.A. | 156 | $12.1K | 0.00% | +46+41.8% | Added |
| Prestige Wealth Management Group LLC | 176 | $13.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 180 | $14.0K | 0.00% | +54+42.9% | Added |
| Fortitude Family Office, LLC | 182 | $14.1K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 187 | $14.5K | 0.00% | −725−79.5% | Reduced |
| Abound Wealth Management | 190 | $14.7K | 0.00% | +11+6.1% | Added |
| Planning Capital Management Corp | 200 | $15.5K | 0.01% | −290−59.2% | Reduced |
| CNB Bank | 204 | $15.8K | 0.01% | +204 | New |
| Jamison Private Wealth Management, Inc. | 205 | $15.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 214 | $16.6K | 0.00% | +5+2.4% | Added |
| Whittier Trust Co | 220 | $17.1K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 221 | $17.1K | 0.00% | +50+29.2% | Added |
| C M Bidwell & Associates Ltd | 225 | $17.4K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 225 | $17.4K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 225 | $17.4K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 238 | $18.4K | 0.00% | +36+17.8% | Added |
| Naples Money Management LLC | 238 | $18.5K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 245 | $19.0K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 255 | $19.8K | 0.00% | +90+54.5% | Added |
| FinTrust Capital Advisors, LLC | 260 | $20.2K | 0.00% | −55−17.5% | Reduced |
| Tacita Capital Inc | 261 | $20.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 269 | $20.9K | 0.00% | +125+86.8% | Added |
| Riverview Trust Co | 289 | $22.4K | 0.02% | +289 | New |
| Stephens Consulting, LLC | 295 | $22.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $23.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 304 | $23.6K | 0.00% | −321−51.4% | Reduced |
| GW&K Investment Management, LLC | 326 | $25.0K | 0.00% | +60+22.6% | Added |
| Private Trust Co NA | 323 | $25.0K | 0.00% | −494−60.5% | Reduced |
| BFSG, LLC | 325 | $25.2K | 0.00% | 00.0% | Unchanged |