| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $41 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1 | $82 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 1 | $82 | 0.00% | +1 | New |
| Elyxium Wealth, LLC | 1 | $82 | 0.00% | +1 | New |
| MidFirst Bank | 1 | $82 | 0.00% | +1 | New |
| First Horizon Corp | 2 | $163 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2 | $163 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 3 | $245 | 0.00% | +3 | New |
| Align Financial, LLC | 245 | $245 | 0.00% | +245 | New |
| Allspring Global Investments Holdings, LLC | 3 | $252 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $326 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4 | $326 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $408 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $408 | 0.00% | +5 | New |
| GHP Investment Advisors, Inc. | 6 | $489 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $489 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 7 | $571 | 0.00% | +7 | New |
| Trust Co of Toledo NA | 8 | $652 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $652 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 9 | $734 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 9 | $734 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 9 | $734 | 0.00% | +5+125.0% | Added |
| CX Institutional | 7 | $1.00K | 0.00% | −7−50.0% | Reduced |
| Rosenberg Matthew Hamilton | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 14 | $1.14K | 0.00% | +9+180.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 14 | $1.14K | 0.00% | +14 | New |
| EverSource Wealth Advisors, LLC | 15 | $1.22K | 0.00% | +1+7.1% | Added |
| Montag A & Associates Inc | 16 | $1.30K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16 | $1.30K | 0.00% | −1−5.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 18 | $1.47K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 19 | $1.55K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 21 | $1.71K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 21 | $1.71K | 0.00% | +12+133.3% | Added |
| Colonial Trust Co | 21 | $1.74K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 26 | $2.12K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 33 | $2.69K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36 | $2.93K | 0.00% | +26+260.0% | Added |
| Capital Advisors, Ltd. LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 42 | $3.42K | 0.00% | +13+44.8% | Added |
| Costello Asset Management, INC | 50 | $4.08K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 61 | $4.97K | 0.00% | +5+8.9% | Added |
| Covestor Ltd | 67 | $5.00K | 0.00% | −1−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 62 | $5.05K | 0.00% | −2−3.1% | Reduced |
| Global Retirement Partners, LLC | 62 | $5.05K | 0.00% | +62 | New |
| Harbour Investments, Inc. | 68 | $5.54K | 0.00% | −6−8.1% | Reduced |
| Manchester Capital Management LLC | 76 | $6.19K | 0.00% | −247−76.5% | Reduced |
| CIBC Private Wealth Group, LLC | 80 | $6.52K | 0.00% | −901−91.8% | Reduced |
| Farther Finance Advisors, LLC | 95 | $7.70K | 0.00% | +49+106.5% | Added |
| SageView Advisory Group, LLC | 136 | $11.1K | 0.00% | +136 | New |
| Delta Asset Management LLC | 150 | $12.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 158 | $12.8K | 0.00% | +22+16.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 172 | $14.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 199 | $16.2K | 0.00% | −29−12.7% | Reduced |
| Berbice Capital Management LLC | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 204 | $17.0K | 0.00% | +45+28.3% | Added |
| Allworth Financial LP | 231 | $18.8K | 0.00% | −7−2.9% | Reduced |
| Larson Financial Group LLC | 242 | $19.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 273 | $22.3K | 0.00% | +249+1,037.5% | Added |
| Dougherty Wealth Advisers LLC | 299 | $24.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 319 | $26.0K | 0.00% | +65+25.6% | Added |
| Bessemer Group Inc | 313 | $26.0K | 0.00% | −1,273−80.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 316 | $26.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 322 | $26.2K | 0.00% | −6−1.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 323 | $26.3K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 354 | $28.9K | 0.00% | +354 | New |
| Daiwa Securities Group Inc. | 356 | $29.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 407 | $33.2K | 0.00% | −162−28.5% | Reduced |
| Barclays PLC | 415 | $33.8K | 0.00% | −983−70.3% | Reduced |
| STRS Ohio | 472 | $38.5K | 0.00% | +1+0.2% | Added |
| Comerica Bank | 482 | $39.3K | 0.00% | −3−0.6% | Reduced |
| Camelot Portfolios, LLC | 513 | $41.8K | 0.03% | +513 | New |
| Signaturefd, LLC | 514 | $41.9K | 0.00% | −359−41.1% | Reduced |
| SRS Capital Advisors, Inc. | 521 | $42.5K | 0.00% | +521 | New |
| MAI Capital Management | 526 | $42.8K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 521 | $43.0K | 0.00% | +15+3.0% | Added |
| Parallel Advisors, LLC | 535 | $43.6K | 0.00% | +7+1.3% | Added |
| Massmutual Trust Co FSB | 541 | $44.1K | 0.00% | +3+0.6% | Added |
| Quest Partners LLC | 589 | $48.0K | 0.00% | −4,574−88.6% | Reduced |
| Brown Brothers Harriman & Co | 737 | $60.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 859 | $70.0K | 0.01% | +9+1.1% | Added |
| Rockefeller Capital Management L.P. | 908 | $74.0K | 0.00% | +5+0.6% | Added |
| Amalgamated Bank | 967 | $79.0K | 0.00% | −54−5.3% | Reduced |
| Royal Bank of Canada | 1,158 | $95.0K | 0.00% | −331,669−99.7% | Reduced |
| Sterling Capital Management LLC | 1,218 | $99.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,283 | $104.6K | 0.00% | +260+25.4% | Added |
| Storebrand Asset Management AS | 1,285 | $104.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,300 | $106.0K | 0.00% | +48+3.8% | Added |
| The PNC Financial Services Group, Inc. | 1,304 | $106.3K | 0.00% | −1−0.1% | Reduced |
