| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $448 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $448 | 0.00% | +1 | New |
| Gradient Investments LLC | 2 | $895 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 2 | $895 | 0.00% | +2 | New |
| Horizon Investments, LLC | 2 | $895 | 0.00% | +2 | New |
| First Pacific Financial | 4 | $1.79K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $2.24K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 6 | $2.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.69K | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 8 | $3.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $3.58K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 9 | $4.03K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 9 | $4.03K | 0.00% | +9 | New |
| Provenance Wealth Advisors, LLC | 9 | $4.03K | 0.00% | +9 | New |
| Caldwell Sutter Capital, Inc. | 10 | $4.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $4.48K | 0.00% | +10 | New |
| Smartleaf Asset Management LLC | 11 | $4.92K | 0.00% | +11 | New |
| VisionPoint Advisory Group, LLC | 11 | $4.92K | 0.00% | +11 | New |
| Byrne Asset Management LLC | 11 | $4.94K | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 12 | $5.37K | 0.00% | +8+200.0% | Added |
| Proequities, Inc. | 13 | $5.83K | 0.00% | +13 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $6.28K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 16 | $7.00K | 0.00% | +16 | New |
| Brown Brothers Harriman & Co | 16 | $7.16K | 0.00% | +11+220.0% | Added |
| Cullen/Frost Bankers, Inc. | 16 | $7.16K | 0.00% | +16 | New |
| Harbour Investments, Inc. | 16 | $7.16K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 17 | $7.61K | 0.00% | +8+88.9% | Added |
| Glassman Wealth Services | 18 | $8.05K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 23 | $10.3K | 0.01% | +23 | New |
| Whittier Trust Co | 26 | $11.6K | 0.00% | −21−44.7% | Reduced |
| Manchester Capital Management LLC | 26 | $11.6K | 0.00% | +2+8.3% | Added |
| Allworth Financial LP | 27 | $12.1K | 0.00% | −1−3.6% | Reduced |
| Crewe Advisors LLC | 29 | $13.0K | 0.00% | +29 | New |
| Frazier Financial Advisors, LLC | 29 | $13.0K | 0.01% | +29 | New |
| Bessemer Group Inc | 30 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 37 | $13.0K | 0.00% | +11+42.3% | Added |
| Loomis Sayles & Co L P | 29 | $13.0K | 0.00% | +29 | New |
| Bruce G. Allen Investments, LLC | 30 | $13.4K | 0.01% | +30 | New |
| JFS Wealth Advisors, LLC | 32 | $14.3K | 0.00% | +1+3.2% | Added |
| Rosenberg Matthew Hamilton | 33 | $14.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 34 | $15.2K | 0.00% | −13−27.7% | Reduced |
| Farther Finance Advisors, LLC | 37 | $16.6K | 0.00% | +6+19.4% | Added |
| Point72 Europe (London) LLP | 39 | $17.5K | 0.00% | +39 | New |
| Advisory Services Network, LLC | 39 | $17.5K | 0.00% | +39 | New |
| Toth Financial Advisory Corp | 40 | $17.9K | 0.00% | +40 | New |
| Covestor Ltd | 39 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 41 | $18.3K | 0.00% | +29+241.7% | Added |
| Massmutual Trust Co FSB | 45 | $20.1K | 0.00% | −8−15.1% | Reduced |
| Versant Capital Management, Inc | 49 | $21.9K | 0.01% | −11−18.3% | Reduced |
| Park Place Capital Corp | 51 | $22.8K | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 53 | $23.9K | 0.00% | +53 | New |
| IFP Advisors, Inc | 55 | $24.6K | 0.00% | +12+27.9% | Added |
| Trust Co of Vermont | 60 | $26.9K | 0.00% | +60 | New |
| SRS Capital Advisors, Inc. | 61 | $27.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 67 | $30.0K | 0.02% | +67 | New |
| Harvest Fund Management Co., Ltd | 68 | $30.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 73 | $32.7K | 0.00% | +3+4.3% | Added |
| Private Trust Co NA | 79 | $35.4K | 0.00% | −66−45.5% | Reduced |
| DT Investment Partners, LLC | 80 | $35.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 81 | $36.0K | 0.00% | +81 | New |
| Tobam | 87 | $39.0K | 0.00% | +82+1,640.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 93 | $41.7K | 0.00% | +93 | New |
| Global Retirement Partners, LLC | 103 | $44.7K | 0.00% | +77+296.2% | Added |
| Indiana Trust & Investment Management CO | 100 | $44.8K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 100 | $44.8K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 109 | $48.8K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 113 | $50.6K | 0.01% | +93+465.0% | Added |
| EntryPoint Capital, LLC | 114 | $51.0K | 0.05% | +114 | New |
| Spire Wealth Management | 123 | $54.7K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 134 | $60.2K | 0.01% | +134 | New |
| Benjamin Edwards Inc | 139 | $62.0K | 0.01% | +9+6.9% | Added |
| DHJJ Financial Advisors, Ltd. | 150 | $67.1K | 0.03% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 171 | $76.4K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 171 | $76.4K | 0.00% | +171 | New |
| GAMMA Investing LLC | 187 | $80.1K | 0.02% | +187 | New |
| Kapitalo Investimentos Ltda | 185 | $82.8K | 0.02% | +185 | New |
| Quent Capital, LLC | 203 | $90.8K | 0.01% | +16+8.6% | Added |
| Pinnacle Financial Partners Inc | 209 | $93.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 216 | $96.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 243 | $108.7K | 0.05% | −172−41.4% | Reduced |
| Fifth Third Bancorp | 253 | $113.2K | 0.00% | −1,086−81.1% | Reduced |
| UniSuper Management Pty Ltd | 300 | $134.3K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 319 | $142.8K | 0.00% | +319 | New |
| Parallel Advisors, LLC | 324 | $145.0K | 0.00% | −2−0.6% | Reduced |
| V-Square Quantitative Management LLC | 352 | $157.5K | 0.04% | +140+66.0% | Added |
| Signaturefd, LLC | 375 | $167.8K | 0.00% | +20+5.6% | Added |
| Portside Wealth Group, LLC | 453 | $202.7K | 0.04% | +453 | New |
| Readystate Asset Management LP | 454 | $203.2K | 0.01% | +454 | New |
| KLR Investment Advisors, LLC | 454 | $203.7K | 0.15% | +454 | New |
| Claret Asset Management Corp | 457 | $205.0K | 0.04% | +457 | New |
| Greenleaf Trust | 471 | $210.8K | 0.00% | +471 | New |
| Capstone Investment Advisors, LLC | 485 | $217.0K | 0.00% | −435−47.3% | Reduced |
| Baird Financial Group, Inc. | 491 | $219.7K | 0.00% | −180−26.8% | Reduced |
| Checchi Capital Advisers, LLC | 491 | $219.7K | 0.02% | +491 | New |
| Alberta Investment Management Corp | 500 | $223.8K | 0.00% | +500 | New |
| KG&L Capital Management,LLC | 500 | $223.8K | 0.09% | +500 | New |
| 4J Wealth Management LLC | 501 | $224.2K | 0.20% | +501 | New |