| WestEnd Advisors, LLC | 1 | $144 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2 | $288 | 0.00% | +2 | New |
| NewSquare Capital LLC | 2 | $288 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 3 | $432 | 0.00% | −9−75.0% | Reduced |
| Continuum Advisory, LLC | 3 | $432 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $432 | 0.00% | +3 | New |
| Country Trust Bank | 4 | $576 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $719 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5 | $720 | 0.00% | −6,614−99.9% | Reduced |
| NBC Securities, Inc. | 5 | $720 | 0.07% | −5,035−99.9% | Reduced |
| Parkworth Wealth Management, Inc. | 6 | $863 | 0.00% | +6 | New |
| Clark Wealth Partners | 6 | $863 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 6 | $957 | 0.00% | +3+100.0% | Added |
| New Millennium Group LLC | 7 | $1.01K | 0.00% | +7 | New |
| Capital A Wealth Management, LLC | 7 | $1.01K | 0.00% | +7 | New |
| WealthTrak Capital Management LLC | 7 | $1.01K | 0.00% | +7 | New |
| Zions Bancorporation, N.A. | 8 | $1.15K | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 8 | $1.15K | 0.00% | +8 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.27K | 0.00% | −41−83.7% | Reduced |
| Hexagon Capital Partners LLC | 9 | $1.29K | 0.00% | +9 | New |
| NVWM, LLC | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10 | $1.44K | 0.00% | +2+25.0% | Added |
| Wolff Wiese Magana LLC | 10 | $1.44K | 0.00% | +5+100.0% | Added |
| Carolinas Wealth Consulting LLC | 10 | $1.44K | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 10 | $1.44K | 0.00% | +10 | New |
| Golden State Wealth Management, LLC | 11 | $1.58K | 0.00% | +11 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $2.16K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $2.27K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 16 | $2.30K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 18 | $2.59K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 18 | $2.59K | 0.00% | +18 | New |
| Pineridge Advisors LLC | 18 | $2.60K | 0.00% | −24−57.1% | Reduced |
| HGK Asset Management Inc | 19 | $2.73K | 0.00% | −5−20.8% | Reduced |
| Sachetta, LLC | 19 | $2.73K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $2.88K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $2.88K | 0.00% | +5+33.3% | Added |
| Transce3nd, LLC | 20 | $2.88K | 0.00% | +20 | New |
| Westside Investment Management, Inc. | 21 | $3.02K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 21 | $3.02K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 23 | $3.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $3.45K | 0.00% | +11+84.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 25 | $3.60K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 22 | $3.64K | 0.00% | +13+144.4% | Added |
| Legacy Wealth Managment, LLC | 22 | $3.64K | 0.00% | +13+144.4% | Added |
| Johnson Financial Group, Inc. | 24 | $3.90K | 0.00% | −15−38.5% | Reduced |
| GW&K Investment Management, LLC | 28 | $4.00K | 0.00% | +2+7.7% | Added |
| Avion Wealth | 30 | $4.00K | 0.00% | +2+7.1% | Added |
| SJS Investment Consulting Inc. | 30 | $4.32K | 0.00% | −17−36.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 34 | $4.89K | 0.00% | −1−2.9% | Reduced |
| Cape Investment Advisory, Inc. | 37 | $5.32K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 37 | $5.32K | 0.01% | +37 | New |
| Valued Wealth Advisors LLC | 37 | $5.35K | 0.00% | −4−9.8% | Reduced |
| Raleigh Capital Management Inc. | 40 | $5.77K | 0.00% | +5+14.3% | Added |
| WealthCollab, LLC | 41 | $5.90K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 44 | $6.00K | 0.00% | +44 | New |
| Bokf, NA | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 54 | $7.77K | 0.01% | +54 | New |
| FLP Wealth Management, LLC | 55 | $7.93K | 0.02% | +55 | New |
| Abound Wealth Management | 56 | $8.07K | 0.00% | +1+1.8% | Added |
| Coppell Advisory Solutions LLC | 58 | $8.39K | 0.00% | +58 | New |
| BankPlus Trust Department | 59 | $8.49K | 0.00% | +59 | New |
| ZRC Wealth Management, LLC | 60 | $8.63K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 63 | $9.07K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 64 | $9.21K | 0.01% | +64 | New |
| WPG Advisers, LLC | 67 | $9.64K | 0.01% | +67 | New |
| Ancora Advisors, LLC | 73 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 80 | $11.5K | 0.00% | −6−7.0% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $11.5K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 87 | $12.4K | 0.01% | +87 | New |
| Key Financial Inc | 87 | $12.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 89 | $12.8K | 0.01% | +89 | New |
| Capital Advisors, Ltd. LLC | 88 | $13.0K | 0.00% | +59+203.4% | Added |
| Rakuten Securities, Inc. | 97 | $14.0K | 0.01% | +71+273.1% | Added |
| UMA Financial Services, Inc. | 97 | $14.0K | 0.00% | +97 | New |
| Anchor Investment Management, LLC | 98 | $14.1K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 100 | $14.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 102 | $14.7K | 0.00% | +10+10.9% | Added |
| Talon Private Wealth, LLC | 104 | $15.0K | 0.00% | −1−1.0% | Reduced |
| Harbor Capital Advisors, Inc. | 105 | $15.0K | 0.00% | +23+28.0% | Added |
| Kestra Investment Management, LLC | 110 | $15.8K | 0.00% | +110 | New |
| Private Trust Co NA | 118 | $17.0K | 0.00% | +61+107.0% | Added |
| Assetmark, Inc | 119 | $17.1K | 0.00% | −256−68.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 125 | $18.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 135 | $19.4K | 0.00% | +1+0.7% | Added |
| Rothschild Investment LLC | 140 | $20.1K | 0.00% | +26+22.8% | Added |
| Private Wealth Management Group, LLC | 144 | $20.7K | 0.01% | +11+8.3% | Added |
| Rise Advisors, LLC | 149 | $21.5K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 150 | $21.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 155 | $22.3K | 0.00% | +63+68.5% | Added |
| Financial Management Professionals, Inc. | 167 | $24.0K | 0.00% | +1+0.6% | Added |
| WR Wealth Planners, LLC | 167 | $24.0K | 0.01% | +43+34.7% | Added |
| Plante Moran Financial Advisors, LLC | 172 | $24.8K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $25.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 183 | $26.3K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 182 | $26.4K | 0.00% | +182 | New |
| LGT Financial Advisors LLC | 189 | $27.2K | 0.06% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 189 | $27.2K | 0.00% | +189 | New |
| LRI Investments, LLC | 200 | $28.8K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $28.8K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 200 | $28.8K | 0.01% | 00.0% | Unchanged |