| Parallel Advisors, LLC | 1 | $421 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $421 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $421 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $421 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $422 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1 | $422 | 0.00% | +1 | New |
| Salem Investment Counselors Inc | 2 | $843 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $843 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $843 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Private Wealth Management Group, LLC | 3 | $1.26K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $1.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.69K | 0.00% | −2−33.3% | Reduced |
| Center for Financial Planning, Inc. | 4 | $1.69K | 0.00% | +4 | New |
| Sierra Ocean, LLC | 4 | $1.69K | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $2.53K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 6 | $2.53K | 0.00% | +6 | New |
| Allworth Financial LP | 7 | $3.08K | 0.00% | +3+75.0% | Added |
| GeoWealth Management, LLC | 9 | $3.79K | 0.00% | −2−18.2% | Reduced |
| Farmers & Merchants Investments Inc | 9 | $3.79K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 9 | $3.79K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 9 | $3.79K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 9 | $3.79K | 0.00% | +9 | New |
| Abound Wealth Management | 10 | $4.21K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 11 | $4.64K | 0.00% | +11 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12 | $5.02K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 12 | $5.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $5.90K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 14 | $5.90K | 0.00% | +14 | New |
| Byrne Asset Management LLC | 15 | $6.32K | 0.00% | −8−34.8% | Reduced |
| C M Bidwell & Associates Ltd | 15 | $6.32K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 15 | $6.32K | 0.00% | +15 | New |
| Fortitude Family Office, LLC | 18 | $7.59K | 0.00% | +2+12.5% | Added |
| Rothschild Investment LLC | 20 | $8.43K | 0.00% | +5+33.3% | Added |
| Private Trust Co NA | 21 | $8.85K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 24 | $10.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 27 | $11.4K | 0.00% | +27 | New |
| Covestor Ltd | 31 | $13.0K | 0.01% | +31 | New |
| Sugarloaf Wealth Management, LLC | 32 | $13.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 32 | $13.5K | 0.00% | +32 | New |
| Signaturefd, LLC | 37 | $15.6K | 0.00% | +1+2.8% | Added |
| Harbour Investments, Inc. | 39 | $16.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $17.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 43 | $18.1K | 0.00% | −4−8.5% | Reduced |
| Bell Investment Advisors, Inc | 44 | $18.5K | 0.00% | −7−13.7% | Reduced |
| UMA Financial Services, Inc. | 45 | $19.0K | 0.00% | +45 | New |
| Federated Hermes, Inc. | 51 | $21.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 53 | $22.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 54 | $22.8K | 0.00% | −15−21.7% | Reduced |
| USA Financial Portformulas Corp | 55 | $23.2K | 0.00% | +55 | New |
| Ci Investments Inc. | 57 | $24.0K | 0.00% | +2+3.6% | Added |
| Bessemer Group Inc | 68 | $29.0K | 0.00% | +37+119.4% | Added |
| R Squared Ltd | 70 | $29.5K | 0.03% | +70 | New |
| National Bank of Canada | 73 | $30.8K | 0.00% | −139−65.6% | Reduced |
| Live Oak Investment Partners | – | $31.6K | 0.02% | – | – |
| Hexagon Capital Partners LLC | 88 | $37.1K | 0.01% | −6−6.4% | Reduced |
| Assetmark, Inc | 90 | $37.9K | 0.00% | +8+9.8% | Added |
| Canada Pension Plan Investment Board | 100 | $42.1K | 0.00% | −400−80.0% | Reduced |
| Anchor Investment Management, LLC | 100 | $42.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $42.1K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 106 | $45.0K | 0.00% | +13+14.0% | Added |
| Fifth Third Bancorp | 117 | $49.3K | 0.00% | +5+4.5% | Added |
| Umb Bank N A | 118 | $49.7K | 0.00% | −4−3.3% | Reduced |
| Hemington Wealth Management | 119 | $50.0K | 0.01% | +5+4.4% | Added |
| GAMMA Investing LLC | 121 | $51.0K | 0.00% | +50+70.4% | Added |
| Proequities, Inc. | 131 | $57.6K | 0.00% | −46−26.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 152 | $64.1K | 0.00% | +31+25.6% | Added |
| Bryn Mawr Trust Co | 156 | $65.8K | 0.00% | +156 | New |
| Global Retirement Partners, LLC | 188 | $79.2K | 0.00% | +70+59.3% | Added |
| Walleye Capital LLC | 221 | $93.1K | 0.00% | −2,486−91.8% | Reduced |
| Parkside Financial Bank & Trust | 226 | $95.3K | 0.01% | +2+0.9% | Added |
| Versant Capital Management, Inc | 247 | $104.1K | 0.02% | −23−8.5% | Reduced |
| Nomura Asset Management Co Ltd | 264 | $111.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 342 | $144.1K | 0.00% | +342 | New |
| EverSource Wealth Advisors, LLC | 346 | $145.6K | 0.01% | +41+13.4% | Added |
| Quadrant Capital Group LLC | 370 | $155.9K | 0.01% | −18−4.6% | Reduced |
| Smartleaf Asset Management LLC | 374 | $156.7K | 0.02% | +284+315.6% | Added |
| SG Americas Securities, LLC | 414 | $174.0K | 0.00% | −327−44.1% | Reduced |
| Quest Partners LLC | 422 | $177.9K | 0.02% | −1,422−77.1% | Reduced |
| Sterling Capital Management LLC | 423 | $178.3K | 0.00% | +378+840.0% | Added |
| GWM Advisors LLC | 454 | $191.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 463 | $195.0K | 0.00% | +7+1.5% | Added |
| Sage Rhino Capital LLC | 489 | $206.1K | 0.04% | +489 | New |
| Ronald Blue Trust, Inc. | 498 | $209.9K | 0.00% | +110+28.4% | Added |
| Full Sail Capital, LLC | 500 | $210.7K | 0.01% | +500 | New |
| Kathmere Capital Management, LLC | 500 | $210.7K | 0.02% | +500 | New |
| Quantbot Technologies LP | 507 | $213.7K | 0.01% | +173+51.8% | Added |
| DekaBank Deutsche Girozentrale | 512 | $214.0K | 0.00% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 511 | $215.2K | 0.02% | +511 | New |
| Shelton Capital Management | 511 | $215.4K | 0.01% | −74−12.6% | Reduced |
| denkapparat Operations GmbH | 526 | $221.7K | 0.33% | +526 | New |
| Patton Albertson Miller Group, LLC | 545 | $229.7K | 0.03% | −15−2.7% | Reduced |
| Red Wave Investments LLC | 545 | $229.7K | 0.08% | 00.0% | Unchanged |
| Captrust Financial Advisors | 571 | $240.7K | 0.00% | +23+4.2% | Added |
| Principal Securities, Inc. | 578 | $243.6K | 0.01% | −94−14.0% | Reduced |
| Journey Strategic Wealth LLC | 587 | $247.4K | 0.01% | +2+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 590 | $248.7K | 0.02% | −25−4.1% | Reduced |
| Forum Financial Management, LP | 597 | $251.6K | 0.00% | 00.0% | Unchanged |
