| Rothschild Investment LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1 | $175 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $175 | 0.00% | +1 | New |
| HHM Wealth Advisors, LLC | 1 | $176 | 0.00% | +1 | New |
| Winnow Wealth LLC | 2 | $196 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $351 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $351 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $355 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $526 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $702 | 0.00% | −8−66.7% | Reduced |
| Delos Wealth Advisors, LLC | 4 | $738 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $875 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $877 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 8 | $1.40K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $1.41K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 10 | $1.75K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $1.93K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1.93K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $2.10K | 0.00% | −185−93.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $2.10K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $2.10K | 0.00% | +12 | New |
| Whipplewood Advisors, LLC | 12 | $2.10K | 0.00% | +12 | New |
| Synergy Investment Management, LLC | 12 | $2.10K | 0.00% | +12 | New |
| Criterion Capital Advisors, LLC | 13 | $2.16K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 13 | $2.28K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $2.28K | 0.00% | +9+225.0% | Added |
| Carolinas Wealth Consulting LLC | 14 | $2.33K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 15 | $2.63K | 0.00% | +15 | New |
| City State Bank | 17 | $2.98K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 18 | $3.15K | 0.00% | +18 | New |
| Dunhill Financial, LLC | 18 | $3.24K | 0.00% | +3+20.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 19 | $3.30K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 25 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 26 | $4.56K | 0.00% | +4+18.2% | Added |
| Skopos Labs, Inc. | 27 | $4.56K | 0.00% | +4+17.4% | Added |
| ESL Trust Services, LLC | 31 | $5.43K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 33 | $5.79K | 0.00% | −1−2.9% | Reduced |
| TCTC Holdings, LLC | 33 | $5.79K | 0.00% | +33 | New |
| Stuart Chaussee & Associates, Inc. | 34 | $5.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $6.14K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 37 | $6.49K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 38 | $6.66K | 0.00% | +38 | New |
| Rocky Mountain Advisers, LLC | 39 | $6.84K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 41 | $7.19K | 0.00% | +41 | New |
| Bank of Jackson Hole Trust | 41 | $7.19K | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 49 | $8.59K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 49 | $8.59K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 49 | $8.59K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $8.77K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 52 | $9.12K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 55 | $9.57K | 0.01% | +55 | New |
| UMA Financial Services, Inc. | 55 | $9.64K | 0.00% | +55 | New |
| Quarry LP | 56 | $9.82K | 0.00% | +38+211.1% | Added |
| Prestige Wealth Management Group LLC | 59 | $10.3K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 59 | $10.3K | 0.01% | +59 | New |
| Cherry Tree Wealth Management, LLC | 66 | $11.6K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 67 | $11.7K | 0.00% | +22+48.9% | Added |
| Global Financial Private Client, LLC | 74 | $13.0K | 0.00% | +4+5.7% | Added |
| Crews Bank & Trust | 74 | $13.0K | 0.00% | +74 | New |
| Hemington Wealth Management | 76 | $13.0K | 0.00% | +21+38.2% | Added |
| Y.D. More Investments Ltd | 90 | $15.8K | 0.00% | +49+119.5% | Added |
| Lindbrook Capital, LLC | 92 | $16.1K | 0.00% | −16−14.8% | Reduced |
| JFS Wealth Advisors, LLC | 94 | $16.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 95 | $16.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 96 | $16.8K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $17.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 101 | $17.7K | 0.00% | +84+494.1% | Added |
| Park Place Capital Corp | 104 | $18.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 108 | $18.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 116 | $20.3K | 0.02% | +116 | New |
| TD Waterhouse Canada Inc. | 118 | $20.7K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 117 | $21.0K | 0.01% | +16+15.8% | Added |
| Cromwell Holdings LLC | 120 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 125 | $21.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 126 | $22.1K | 0.00% | +126 | New |
| Geneos Wealth Management Inc. | 132 | $23.1K | 0.00% | +132 | New |
| Fortitude Family Office, LLC | 142 | $24.9K | 0.01% | +123+647.4% | Added |
| Ogorek Anthony Joseph | 143 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 146 | $25.6K | 0.00% | −1−0.7% | Reduced |
| Massmutual Trust Co FSB | 146 | $25.6K | 0.00% | +20+15.9% | Added |
| Transcendent Capital Group LLC | 149 | $26.1K | 0.01% | 00.0% | Unchanged |
| National Pension Service | 153 | $26.8K | 0.00% | +153 | New |
| Anchor Investment Management, LLC | 155 | $27.2K | 0.00% | −7−4.3% | Reduced |
| Private Trust Co NA | 157 | $27.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 183 | $31.7K | 0.00% | −37−16.8% | Reduced |
| Global Trust Asset Management, LLC | 192 | $33.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $35.1K | 0.00% | −381−65.6% | Reduced |