| Harvest Fund Management Co., Ltd | 5 | $0 | 0.00% | −1,387−99.6% | Reduced |
| Total Investment Management Inc | 1 | $52 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $105 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $156 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $156 | 0.00% | +3 | New |
| Toronto Dominion Bank | 4 | $195 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $208 | 0.00% | +4 | New |
| Garde Capital, Inc. | 5 | $261 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $312 | 0.00% | +3+100.0% | Added |
| Raleigh Capital Management Inc. | 6 | $312 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 7 | $364 | 0.00% | +3+75.0% | Added |
| HFM Investment Advisors, LLC | 7 | $364 | 0.00% | +4+133.3% | Added |
| Cornerstone Planning Group LLC | 8 | $486 | 0.00% | −13−61.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10 | $520 | 0.00% | −104−91.2% | Reduced |
| Kestra Investment Management, LLC | 10 | $520 | 0.00% | +10 | New |
| Motco | 9 | $540 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $572 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $572 | 0.00% | +4+57.1% | Added |
| Cromwell Holdings LLC | 11 | $572 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 11 | $573 | 0.00% | −9−45.0% | Reduced |
| Arlington Trust Co LLC | 14 | $728 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $729 | 0.00% | −1−6.7% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $729 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 15 | $780 | 0.00% | −7,739−99.8% | Reduced |
| Capital A Wealth Management, LLC | 25 | $924 | 0.01% | +25 | New |
| Picton Mahoney Asset Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | +27 | New |
| Montag A & Associates Inc | 20 | $1.06K | 0.00% | −4−16.7% | Reduced |
| Transce3nd, LLC | 21 | $1.09K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22 | $1.14K | 0.00% | +22 | New |
| Fortitude Family Office, LLC | 22 | $1.14K | 0.00% | +22 | New |
| UMA Financial Services, Inc. | 22 | $1.15K | 0.00% | +12+120.0% | Added |
| True Wealth Design, LLC | 22 | $1.15K | 0.00% | +20+1,000.0% | Added |
| Financial Network Wealth Advisors LLC | 25 | $1.30K | 0.00% | −4−13.8% | Reduced |
| HighMark Wealth Management LLC | 30 | $1.56K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 30 | $1.56K | 0.00% | +30 | New |
| Riggs Asset Managment Co. Inc. | 32 | $1.67K | 0.00% | +32 | New |
| Meeder Asset Management Inc | 34 | $1.77K | 0.00% | +34 | New |
| LRI Investments, LLC | 42 | $2.19K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 46 | $2.39K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 47 | $2.44K | 0.00% | −69−59.5% | Reduced |
| WealthCollab, LLC | 51 | $2.65K | 0.00% | +51 | New |
| TD Private Client Wealth LLC | 52 | $2.71K | 0.00% | −24−31.6% | Reduced |
| Private Trust Co NA | 57 | $2.94K | 0.00% | −8−12.3% | Reduced |
| Bayforest Capital Ltd | 62 | $3.23K | 0.00% | +16+34.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 53 | $3.39K | 0.00% | +53 | New |
| Concord Wealth Partners | 66 | $3.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $3.75K | 0.00% | −248−77.5% | Reduced |
| Private Wealth Management Group, LLC | 73 | $3.80K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 75 | $3.90K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 75 | $3.90K | 0.00% | +75 | New |
| Hemington Wealth Management | 95 | $4.00K | 0.00% | +13+15.9% | Added |
| Vermillion & White Wealth Management Group, LLC | 77 | $4.01K | 0.00% | +3+4.1% | Added |
| Sierra Ocean, LLC | 86 | $4.47K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $5.20K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 101 | $5.25K | 0.00% | +101 | New |
| Farmers & Merchants Investments Inc | 105 | $5.46K | 0.00% | +10+10.5% | Added |
| City State Bank | 110 | $5.72K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 113 | $5.88K | 0.00% | +113 | New |
| Caitong International Asset Management Co., Ltd | 115 | $5.98K | 0.00% | +115 | New |
| Legacy Wealth Managment, LLC | 115 | $5.98K | 0.00% | −20−14.8% | Reduced |
| Legacy Investment Solutions, LLC | 115 | $5.98K | 0.00% | +115 | New |
| GWM Advisors LLC | 122 | $6.35K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 124 | $6.45K | 0.00% | +111+853.8% | Added |
| Wolff Wiese Magana LLC | 125 | $6.50K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 134 | $6.97K | 0.00% | +49+57.6% | Added |
| Spire Wealth Management | 142 | $7.39K | 0.00% | −14,085−99.0% | Reduced |
| Atwood & Palmer Inc | 161 | $8.38K | 0.00% | +161 | New |
| TFC Financial Management | 177 | $9.21K | 0.00% | −1−0.6% | Reduced |
| Sterling Capital Management LLC | 187 | $9.73K | 0.00% | +56+42.7% | Added |
| Byrne Asset Management LLC | 190 | $9.88K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 194 | $10.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $10.4K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $10.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 216 | $11.2K | 0.00% | −152−41.3% | Reduced |
| Richardson Financial Services Inc. | 226 | $12.0K | 0.01% | −71−23.9% | Reduced |
| Boreal Capital Management LLC | 230 | $12.0K | 0.01% | +230 | New |
| Steward Partners Investment Advisory, LLC | 244 | $12.7K | 0.00% | −300−55.1% | Reduced |
| Clearstead Advisors, LLC | 246 | $12.8K | 0.00% | +151+158.9% | Added |
| MAI Capital Management | 249 | $13.0K | 0.00% | +17+7.3% | Added |
| Whittier Trust Co | 270 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 300 | $15.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 300 | $15.6K | 0.00% | +200+200.0% | Added |
| SRS Capital Advisors, Inc. | 302 | $15.7K | 0.00% | +120+65.9% | Added |
| Harbor Capital Advisors, Inc. | 309 | $16.0K | 0.00% | −27−8.0% | Reduced |
| Central Trust Co | 354 | $18.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 362 | $18.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 371 | $19.4K | 0.00% | −528−58.7% | Reduced |
| Hollencrest Capital Management | 410 | $21.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 440 | $22.9K | 0.00% | −3−0.7% | Reduced |
| Tidemark, LLC | 454 | $23.6K | 0.01% | +362+393.5% | Added |
| Rise Advisors, LLC | 465 | $24.2K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 544 | $28.0K | 0.00% | +8+1.5% | Added |
| Centerpoint Advisors, LLC | 550 | $29.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 600 | $31.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 621 | $32.3K | 0.01% | +621 | New |
| Employees Retirement System of Texas | 661 | $34.0K | 0.00% | +661 | New |
