| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| CKW FINANCIAL GROUP | 2 | $0 | 0.00% | +2 | New |
| HUNTINGTON NATIONAL BANK | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1 | $101 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $101 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1 | $101 | 0.00% | 00.0% | Unchanged |
| ACTION POINT FINANCIAL PLANNING, LLC | 1 | $101 | 0.00% | +1 | New |
| Rossby Financial, LCC | 2 | $203 | 0.00% | 00.0% | Unchanged |
| FIRST HORIZON CORP | 2 | $203 | 0.00% | 00.0% | Unchanged |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2 | $203 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $203 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $203 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $203 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $203 | 0.00% | 00.0% | Unchanged |
| MV CAPITAL MANAGEMENT, INC. | 3 | $304 | 0.00% | −1−25.0% | Reduced |
| Align Financial, LLC | 3 | $304 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 4 | $405 | 0.00% | 00.0% | Unchanged |
| RAFFA WEALTH MANAGEMENT, LLC | 5 | $506 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $608 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 7 | $709 | 0.00% | 00.0% | Unchanged |
| TRUST CO OF TOLEDO NA /OH/ | 8 | $810 | 0.00% | 00.0% | Unchanged |
| HIGHLINE WEALTH PARTNERS LLC | 8 | $810 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $911 | 0.00% | −5−35.7% | Reduced |
| Atlantic Trust, LLC | 9 | $912 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 9 | $912 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 7 | $1K | 0.00% | 00.0% | Unchanged |
| UMB BANK N A/MO | 10 | $1.01K | 0.00% | +2+25.0% | Added |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | $1.22K | 0.00% | −53−81.5% | Reduced |
| IFP Advisors, Inc | 12 | $1.22K | 0.00% | −5−29.4% | Reduced |
| Essential Partners LLC | 12 | $1.22K | 0.00% | −2−14.3% | Reduced |
| Rachor Investment Advisory Services, LLC | 12 | $1.22K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $1.52K | 0.00% | +9+150.0% | Added |
| PRIVATE TRUST CO NA | 16 | $1.62K | 0.00% | +16 | New |
| MONTAG A & ASSOCIATES INC | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| ZRC WEALTH MANAGEMENT, LLC | 16 | $1.62K | 0.00% | +16 | New |
| Ares Financial Consulting, LLC | 17 | $1.72K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 17 | $1.72K | 0.00% | 00.0% | Unchanged |
| BRYN MAWR TRUST Co | 18 | $1.82K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 18 | $1.82K | 0.00% | +18 | New |
| Allspring Global Investments Holdings, LLC | 18 | $1.87K | 0.00% | +5+38.5% | Added |
| Millstone Evans Group, LLC | 19 | $1.92K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $2K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 20 | $2.03K | 0.00% | 00.0% | Unchanged |
| TRUST CO OF VERMONT | 20 | $2.03K | 0.00% | +20 | New |
| Anchor Investment Management, LLC | 21 | $2.13K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co / SC | 21 | $2.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 21 | $2.13K | 0.00% | 00.0% | Unchanged |
| WHITTIER TRUST CO | 22 | $2.25K | 0.00% | +22 | New |
| EverSource Wealth Advisors, LLC | 24 | $2.43K | 0.00% | +4+20.0% | Added |
| Fortis Group Advisors, LLC | 26 | $2.63K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 27 | $2.73K | 0.00% | −30−52.6% | Reduced |
| TD PRIVATE CLIENT WEALTH LLC | 28 | $2.84K | 0.00% | +24+600.0% | Added |
| Capital Advisors, Ltd. LLC | 31 | $3K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 31 | $3.14K | 0.00% | −12,323−99.7% | Reduced |
| ASSETMARK, INC | 31 | $3.14K | 0.00% | +4+14.8% | Added |
| Owl Creek Wealth Partners LLC | 31 | $3.14K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 33 | $3.34K | 0.00% | 00.0% | Unchanged |
| PICTON MAHONEY ASSET MANAGEMENT | 40 | $4.05K | 0.00% | +40 | New |
| Community Financial Services Group, LLC | 39 | $4.05K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 39 | $4.05K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $4.36K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $5K | 0.00% | +3+6.5% | Added |
| Costello Asset Management, INC | 50 | $5.06K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 54 | $5.47K | 0.00% | +54 | New |
| ROTHSCHILD INVESTMENT LLC | 61 | $6.18K | 0.00% | −13−17.6% | Reduced |
| Manchester Capital Management LLC | 76 | $7.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 77 | $7.8K | 0.00% | −156−67.0% | Reduced |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 95 | $9.62K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 104 | $10.48K | 0.00% | +1+1.0% | Added |
| IFG Advisory, LLC | 145 | $14.68K | 0.00% | +145 | New |
| DELTA ASSET MANAGEMENT LLC/TN | 150 | $15.19K | 0.00% | 00.0% | Unchanged |
| BARCLAYS PLC | 159 | $16.1K | 0.00% | −42−20.9% | Reduced |
| Smartleaf Asset Management LLC | 158 | $16.12K | 0.00% | 00.0% | Unchanged |
| HARBOUR INVESTMENTS, INC. | 161 | $16.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 171 | $17.32K | 0.00% | −209−55.0% | Reduced |
| Allworth Financial LP | 231 | $23.39K | 0.00% | −18−7.2% | Reduced |
| MATHER GROUP, LLC. | 241 | $24.37K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 259 | $26.23K | 0.00% | +17+7.0% | Added |
| Central Pacific Bank - Trust Division | 269 | $27.24K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 299 | $30.28K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 316 | $32K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 319 | $32.3K | 0.00% | −3−0.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 323 | $32.71K | 0.02% | 00.0% | Unchanged |
| BESSEMER GROUP INC | 393 | $40K | 0.00% | +80+25.6% | Added |
| ADVISOR GROUP HOLDINGS, INC. | 399 | $40.39K | 0.00% | +33+9.0% | Added |
| STRS OHIO | 413 | $41.82K | 0.00% | −58−12.3% | Reduced |
| FIFTH THIRD BANCORP | 475 | $48.1K | 0.00% | 00.0% | Unchanged |
| SIGNATUREFD, LLC | 514 | $52.05K | 0.00% | −1−0.2% | Reduced |
| Versant Capital Management, Inc | 517 | $52.35K | 0.00% | −209−28.8% | Reduced |
| GAMMA Investing LLC | 521 | $52.76K | 0.00% | +38+7.9% | Added |
| MASSMUTUAL TRUST CO FSB/ADV | 527 | $53.36K | 0.00% | −11−2.0% | Reduced |
| Parallel Advisors, LLC | 579 | $58.63K | 0.00% | +28+5.1% | Added |
| Sterling Capital Management LLC | 589 | $59.64K | 0.00% | −72−10.9% | Reduced |
| BROWN BROTHERS HARRIMAN & CO | 737 | $74.63K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 887 | $89.82K | 0.00% | −1,235−58.2% | Reduced |
| Quent Capital, LLC | 899 | $91.03K | 0.01% | +55+6.5% | Added |
| SRS Capital Advisors, Inc. | 993 | $100.55K | 0.00% | +544+121.2% | Added |
| Rockefeller Capital Management L.P. | 1,246 | $126.17K | 0.00% | −5−0.4% | Reduced |
