| Lazard Asset Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 5 | $0 | 0.00% | +5 | New |
| Royal London Asset Management Ltd | 1 | $51 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $51 | 0.00% | +1 | New |
| Investors Research Corp | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 2 | $103 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $154 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $154 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $175 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $205 | 0.00% | −1−20.0% | Reduced |
| CoreCap Advisors, LLC | 4 | $205 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 4 | $206 | 0.00% | −31−88.6% | Reduced |
| Parkside Financial Bank & Trust | 4 | $206 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $257 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $308 | 0.00% | −38−86.4% | Reduced |
| SJS Investment Consulting Inc. | 6 | $308 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 6 | $308 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $336 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7 | $359 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 7 | $359 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7 | $360 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 7 | $360 | 0.00% | +7 | New |
| Rothschild Investment LLC | 11 | $565 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12 | $601 | 0.00% | +12 | New |
| Versant Capital Management, Inc | 12 | $616 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10 | $648 | 0.00% | +10 | New |
| First Horizon Advisors, Inc. | 13 | $667 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 13 | $667 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $720 | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 15 | $770 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 17 | $873 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 18 | $924 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $924 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 19 | $975 | 0.00% | +19 | New |
| Hemington Wealth Management | 26 | $1.00K | 0.00% | +26 | New |
| Quadrant Capital Group LLC | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20 | $1.03K | 0.00% | +15+300.0% | Added |
| Guardian Wealth Management, Inc. | 21 | $1.08K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 21 | $1.08K | 0.00% | +21 | New |
| Strategic Investment Solutions, Inc. | 22 | $1.13K | 0.00% | +22 | New |
| Western Pacific Wealth Management, LP | 29 | $1.49K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $1.59K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $1.59K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 32 | $1.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $1.64K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $1.69K | 0.00% | −2−5.7% | Reduced |
| Bell Investment Advisors, Inc | 33 | $1.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $1.75K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 36 | $1.85K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 39 | $2.00K | 0.00% | +39 | New |
| Smartleaf Asset Management LLC | 40 | $2.00K | 0.00% | +34+566.7% | Added |
| Optimum Investment Advisors | 52 | $2.67K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 52 | $2.67K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $2.87K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 61 | $3.13K | 0.00% | +55+916.7% | Added |
| Allworth Financial LP | 61 | $3.13K | 0.00% | −18−22.8% | Reduced |
| Lindbrook Capital, LLC | 67 | $3.44K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 71 | $3.64K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $3.65K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 73 | $3.75K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 83 | $4.00K | 0.00% | −689−89.2% | Reduced |
| Farther Finance Advisors, LLC | 90 | $4.64K | 0.00% | −10−10.0% | Reduced |
| Ronald Blue Trust, Inc. | 133 | $5.09K | 0.00% | +6+4.7% | Added |
| Venturi Wealth Management, LLC | 103 | $5.29K | 0.00% | +103 | New |
| Nisa Investment Advisors, LLC | 106 | $5.44K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 111 | $5.70K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 112 | $5.75K | 0.00% | −145−56.4% | Reduced |
| Parallel Advisors, LLC | 114 | $5.85K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 119 | $6.11K | 0.00% | +119 | New |
| M&R Capital Management Inc | 133 | $6.83K | 0.00% | +1+0.8% | Added |
| Covestor Ltd | 127 | $7.00K | 0.00% | −1−0.8% | Reduced |
| Schroder Investment Management Group | 154 | $7.71K | 0.00% | +138+862.5% | Added |
| Northwestern Mutual Wealth Management Co | 151 | $7.75K | 0.00% | +2+1.3% | Added |
| Bessemer Group Inc | 178 | $9.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 189 | $9.70K | 0.00% | −38−16.7% | Reduced |
| Private Trust Co NA | 194 | $9.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 195 | $10.0K | 0.00% | +195 | New |
| Baldwin Brothers Inc | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 250 | $12.5K | 0.00% | −24−8.8% | Reduced |
| Trust Co of Vermont | 247 | $12.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 262 | $13.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 301 | $15.4K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 301 | $15.4K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 346 | $17.8K | 0.00% | −11−3.1% | Reduced |
| Motco | 351 | $18.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 355 | $18.2K | 0.00% | −17−4.6% | Reduced |
| TCTC Holdings, LLC | 366 | $18.8K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 403 | $20.7K | 0.00% | +403 | New |
| Whittier Trust Co | 461 | $23.7K | 0.00% | −400−46.5% | Reduced |
| Signaturefd, LLC | 543 | $27.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 553 | $28.4K | 0.00% | −136−19.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 583 | $29.9K | 0.01% | +530+1,000.0% | Added |