| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1 | $94 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $95 | 0.00% | +1 | New |
| Rossby Financial, LCC | 2 | $183 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $189 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $189 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $189 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 2 | $189 | 0.00% | +2 | New |
| Tortoise Investment Management, LLC | 2 | $189 | 0.00% | +2 | New |
| Allspring Global Investments Holdings, LLC | 3 | $275 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 3 | $283 | 0.00% | +1+50.0% | Added |
| TD Private Client Wealth LLC | 4 | $377 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $377 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4 | $377 | 0.00% | +4 | New |
| Sachetta, LLC | 5 | $472 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $472 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $472 | 0.00% | +3+150.0% | Added |
| GHP Investment Advisors, Inc. | 6 | $566 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $566 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $661 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $661 | 0.00% | +7 | New |
| Trust Co of Toledo NA | 8 | $754 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $754 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9 | $849 | 0.00% | −42−82.4% | Reduced |
| Atlantic Trust, LLC | 9 | $849 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 9 | $849 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | $943 | 0.00% | −2−16.7% | Reduced |
| Hantz Financial Services, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $1.13K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $1.32K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 14 | $1.32K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 16 | $1.51K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17 | $1.60K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18 | $1.70K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 19 | $1.79K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 20 | $1.89K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 20 | $1.89K | 0.00% | +20 | New |
| Anchor Investment Management, LLC | 21 | $1.98K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $1.98K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $2.26K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 25 | $2.36K | 0.00% | +25 | New |
| Caitong International Asset Management Co., Ltd | 25 | $2.36K | 0.00% | +25 | New |
| Optimum Investment Advisors | 26 | $2.45K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 26 | $2.45K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 29 | $2.73K | 0.00% | +10+52.6% | Added |
| Capital Advisors, Ltd. LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 32 | $3.02K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 33 | $3.11K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 37 | $3.49K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 46 | $4.29K | 0.00% | +4+9.5% | Added |
| Costello Asset Management, INC | 50 | $4.71K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 56 | $5.25K | 0.00% | +12+27.3% | Added |
| Covestor Ltd | 68 | $6.00K | 0.00% | −6−8.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 64 | $6.04K | 0.00% | +64 | New |
| Private Trust Co NA | 68 | $6.41K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 74 | $6.98K | 0.00% | +2+2.8% | Added |
| Smartleaf Asset Management LLC | 136 | $12.8K | 0.00% | −25−15.5% | Reduced |
| Delta Asset Management LLC | 150 | $14.1K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 159 | $15.0K | 0.00% | −45−22.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 172 | $15.4K | 0.00% | −11−6.0% | Reduced |
| Blair William & Co | 169 | $15.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 193 | $18.2K | 0.00% | −28−12.7% | Reduced |
| Berbice Capital Management LLC | 200 | $18.9K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 204 | $19.2K | 0.00% | +204 | New |
| Sunbelt Securities, Inc. | 217 | $20.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 228 | $21.5K | 0.00% | +228 | New |
| Bank of Montreal | 231 | $21.8K | 0.00% | +73+46.2% | Added |
| Allworth Financial LP | 238 | $22.4K | 0.00% | +43+22.1% | Added |
| Larson Financial Group LLC | 242 | $22.8K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 247 | $23.3K | 0.00% | +247 | New |
| GAMMA Investing LLC | 254 | $24.0K | 0.00% | +28+12.4% | Added |
| Central Pacific Bank - Trust Division | 269 | $25.4K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 299 | $28.2K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 316 | $29.8K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 323 | $30.5K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 323 | $30.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 328 | $30.9K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 333 | $31.4K | 0.00% | +13+4.1% | Added |
| Daiwa Securities Group Inc. | 356 | $34.0K | 0.00% | −25−6.6% | Reduced |
| Glenmede Investment Management, LP | 435 | $41.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 471 | $44.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 485 | $45.7K | 0.00% | −5−1.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 506 | $48.0K | 0.00% | +506 | New |
| MAI Capital Management | 526 | $49.6K | 0.00% | −45−7.9% | Reduced |
| Parallel Advisors, LLC | 528 | $49.8K | 0.00% | −7−1.3% | Reduced |
| Massmutual Trust Co FSB | 538 | $50.7K | 0.00% | −603−52.8% | Reduced |
| Advisor Group Holdings, Inc. | 569 | $53.8K | 0.00% | +37+7.0% | Added |
| Federated Hermes, Inc. | 683 | $64.4K | 0.00% | +683 | New |
| Brown Brothers Harriman & Co | 737 | $69.5K | 0.00% | −87−10.6% | Reduced |
| Quent Capital, LLC | 850 | $80.2K | 0.01% | +850 | New |
| Signaturefd, LLC | 873 | $82.3K | 0.00% | +89+11.4% | Added |
| Ancora Advisors, LLC | 895 | $84.4K | 0.00% | 00.0% | Unchanged |