| Acadian Asset Management LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 0 | $8 | 0.00% | −1−100.0% | Reduced |
| Raleigh Capital Management Inc. | 0 | $15 | 0.00% | 0 | Unchanged |
| Raffa Wealth Management, LLC | 1 | $37 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $38 | 0.00% | −2,266−100.0% | Reduced |
| 3 Factor Indexing, LLC | 2 | $75 | 0.00% | +2 | New |
| Curio Wealth, LLC | 3 | $112 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $124 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $149 | 0.00% | −18−81.8% | Reduced |
| American Capital Advisory, LLC | 4 | $149 | 0.00% | +4 | New |
| Distillate Capital Partners LLC | 5 | $186 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $224 | 0.00% | −2−25.0% | Reduced |
| Vermillion Wealth Management, Inc. | 6 | $224 | 0.00% | +6 | New |
| Investors Portfolio Services LLC | 11 | $325 | 0.00% | +11 | New |
| Murphy & Mullick Capital Management Corp | 9 | $335 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 11 | $410 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $522 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $558 | 0.00% | +2+15.4% | Added |
| First Horizon Corp | 16 | $596 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 16 | $596 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 20 | $744 | 0.00% | +20 | New |
| MV Capital Management, Inc. | 20 | $745 | 0.00% | +19+1,900.0% | Added |
| Principia Wealth Advisory, LLC | 21 | $782 | 0.00% | +21 | New |
| Manning & Napier Advisors LLC | 23 | $861 | 0.00% | −78−77.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 24 | $894 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $894 | 0.00% | +19+380.0% | Added |
| Retirement Wealth Solutions LLC | 25 | $932 | 0.00% | −4−13.8% | Reduced |
| Cromwell Holdings LLC | 26 | $969 | 0.00% | +8+44.4% | Added |
| Avion Wealth | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $1.12K | 0.00% | −53−63.9% | Reduced |
| Kilter Group LLC | 33 | $1.23K | 0.00% | +33 | New |
| Rialto Wealth Management, LLC | 35 | $1.30K | 0.00% | +18+105.9% | Added |
| Glen Eagle Advisors, LLC | 38 | $1.42K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 41 | $1.54K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 42 | $1.56K | 0.00% | −23−35.4% | Reduced |
| Fortitude Family Office, LLC | 47 | $1.75K | 0.00% | +8+20.5% | Added |
| South State Corp. | 48 | $1.79K | 0.00% | +20+71.4% | Added |
| Clearstead Advisors, LLC | 53 | $1.98K | 0.00% | −5,430−99.0% | Reduced |
| Bell Investment Advisors, Inc | 70 | $2.61K | 0.00% | −42−37.5% | Reduced |
| Highline Wealth Partners LLC | 82 | $3.06K | 0.00% | +82 | New |
| Cornerstone Financial Management LLC | 88 | $3.28K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 92 | $3.43K | 0.00% | +42+84.0% | Added |
| Eastern Bank | 100 | $3.73K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 110 | $4.10K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 129 | $4.80K | 0.00% | +20+18.3% | Added |
| Harbour Investments, Inc. | 129 | $4.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 130 | $4.84K | 0.00% | −13−9.1% | Reduced |
| Zions Bancorporation, National Association | 141 | $5.25K | 0.00% | +141 | New |
| Farmers & Merchants Investments Inc | 143 | $5.33K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 151 | $5.63K | 0.00% | −723−82.7% | Reduced |
| Whipplewood Advisors, LLC | 154 | $5.74K | 0.00% | +154 | New |
| ZRC Wealth Management, LLC | 176 | $6.56K | 0.00% | +8+4.8% | Added |
| AdvisorNet Financial, Inc | 177 | $6.59K | 0.00% | +2+1.1% | Added |
| JPL Wealth Management, LLC | 184 | $6.86K | 0.00% | +184 | New |
| Bare Financial Services, Inc | 191 | $7.12K | 0.00% | +191 | New |
| Northwestern Mutual Wealth Management Co | 195 | $7.26K | 0.00% | −628−76.3% | Reduced |
| Salomon & Ludwin, LLC | 205 | $7.74K | 0.00% | −23−10.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 224 | $8.34K | 0.00% | +224 | New |
| Jackson, Grant Investment Advisers, Inc. | 225 | $8.38K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 236 | $8.79K | 0.07% | +236 | New |
| Eurizon Capital SGR S.p.A. | 236 | $8.88K | 0.00% | +236 | New |
| CVA Family Office, LLC | 292 | $10.9K | 0.00% | +191+189.1% | Added |
| Brown, Lisle/Cummings, Inc. | 312 | $11.6K | 0.00% | +312 | New |
| Smartleaf Asset Management LLC | 321 | $12.0K | 0.00% | −144−31.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 325 | $12.1K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 334 | $12.4K | 0.01% | +70+26.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 347 | $12.9K | 0.00% | +70+25.3% | Added |
| Osbon Capital Management LLC | 368 | $13.7K | 0.01% | −161−30.4% | Reduced |
| Parkside Financial Bank & Trust | 370 | $13.8K | 0.00% | −44−10.6% | Reduced |
| RWM Asset Management, LLC | 400 | $14.9K | 0.00% | +400 | New |
| Atlas Capital Advisors LLC | 407 | $15.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 424 | $15.8K | 0.00% | −290−40.6% | Reduced |
| Mather Group, LLC. | 426 | $15.9K | 0.00% | +426 | New |
| Steward Partners Investment Advisory, LLC | 426 | $15.9K | 0.00% | +156+57.8% | Added |
| Caitlin John, LLC | 432 | $16.1K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 449 | $16.7K | 0.00% | +212+89.5% | Added |
| Activest Wealth Management | 465 | $17.3K | 0.00% | +27+6.2% | Added |
| Princeton Global Asset Management LLC | 500 | $18.6K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 554 | $20.6K | 0.00% | +554 | New |
| Quent Capital, LLC | 602 | $22.4K | 0.00% | −345−36.4% | Reduced |
| Bessemer Group Inc | 648 | $24.0K | 0.00% | +39+6.4% | Added |
| Cornerstone Planning Group LLC | 732 | $24.9K | 0.00% | +8+1.1% | Added |
| Westside Investment Management, Inc. | 678 | $25.6K | 0.00% | −16−2.3% | Reduced |
| Nisa Investment Advisors, LLC | 793 | $29.5K | 0.00% | −2,064−72.2% | Reduced |
| Essex Investment Management Co LLC | 823 | $30.7K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 930 | $34.6K | 0.01% | +119+14.7% | Added |
| Advisors Asset Management, Inc. | 932 | $34.7K | 0.00% | −1,823−66.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 956 | $35.6K | 0.00% | +34+3.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,015 | $37.8K | 0.00% | +42+4.3% | Added |
| WPG Advisers, LLC | 1,037 | $38.6K | 0.03% | +443+74.6% | Added |
| Basecamp Wealth Advisors LLC | 1,046 | $39.0K | 0.01% | +370+54.7% | Added |
| Larson Financial Group LLC | 1,093 | $40.7K | 0.00% | +385+54.4% | Added |
| Wealth Preservation Advisors, LLC | 1,235 | $46.0K | 0.04% | +1,235 | New |
| Global X Japan Co., Ltd. | 1,251 | $46.6K | 0.00% | −878−41.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,266 | $47.2K | 0.00% | −2,866−69.4% | Reduced |
| Innovative Asset Advisors Group, LLC | 1,354 | $50.4K | 0.03% | +1,354 | New |
| Covestor Ltd | 1,540 | $57.0K | 0.04% | −1,914−55.4% | Reduced |
| Umb Bank N A | 1,637 | $61.0K | 0.00% | −385−19.0% | Reduced |
| SJS Investment Consulting Inc. | 1,692 | $63.0K | 0.01% | +312+22.6% | Added |
| Caitong International Asset Management Co., Ltd | 1,731 | $64.5K | 0.01% | +1,342+345.0% | Added |
