| NBT Bank N A | 50 | $59.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 50 | $59.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 47 | $55.5K | 0.00% | −8−14.5% | Reduced |
| Dougherty Wealth Advisers LLC | 47 | $55.5K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 44 | $52.0K | 0.00% | −1−2.2% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 44 | $52.0K | 0.07% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 456 | $50.8K | 0.03% | +412+936.4% | Added |
| Bellevue Group AG | 42 | $49.6K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 37 | $43.7K | 0.03% | +37 | New |
| Zions Bancorporation, National Association | 36 | $42.5K | 0.00% | +36 | New |
| WPG Advisers, LLC | 35 | $41.3K | 0.04% | −5−12.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | $41.3K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 34 | $40.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 34 | $39.0K | 0.00% | −2−5.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 33 | $39.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 32 | $37.8K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 30 | $35.4K | 0.01% | +30 | New |
| Whittier Trust Co of Nevada Inc | 30 | $35.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 29 | $34.2K | 0.00% | −15−34.1% | Reduced |
| SBI Securities Co., Ltd. | 27 | $31.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $29.5K | 0.00% | −6−19.4% | Reduced |
| Parkside Financial Bank & Trust | 24 | $28.3K | 0.00% | −1−4.0% | Reduced |
| Rothschild Investment LLC | 24 | $28.3K | 0.00% | −3−11.1% | Reduced |
| MV Capital Management, Inc. | 24 | $28.3K | 0.00% | −2−7.7% | Reduced |
| Private Wealth Management Group, LLC | 22 | $26.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $23.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $23.6K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 18 | $21.3K | 0.00% | +16+800.0% | Added |
| Hemington Wealth Management | 18 | $21.0K | 0.00% | +4+28.6% | Added |
| Bell Investment Advisors, Inc | 17 | $20.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15 | $19.0K | 0.01% | +3+25.0% | Added |
| IFP Advisors, Inc | 14 | $19.0K | 0.00% | −10−41.7% | Reduced |
| Farmers & Merchants Investments Inc | 15 | $17.7K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 14 | $16.9K | 0.02% | −2−12.5% | Reduced |
| Rise Advisors, LLC | 14 | $16.5K | 0.01% | −5−26.3% | Reduced |
| Davis Capital Management | 14 | $16.5K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 12 | $14.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 11 | $13.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $11.8K | 0.00% | +8+400.0% | Added |
| Activest Wealth Management | 10 | $11.8K | 0.00% | +10 | New |
| GW&K Investment Management, LLC | 9 | $11.0K | 0.00% | +1+12.5% | Added |
| JFS Wealth Advisors, LLC | 9 | $10.6K | 0.00% | +3+50.0% | Added |
| Sound Income Strategies, LLC | 9 | $10.6K | 0.00% | −37−80.4% | Reduced |
| Financial Management Professionals, Inc. | 9 | $10.6K | 0.00% | −1−10.0% | Reduced |
| CoreCap Advisors, LLC | 8 | $9.45K | 0.00% | −11−57.9% | Reduced |
| Hurley Capital, LLC | 8 | $9.45K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $9.45K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 8 | $9.45K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 8 | $9.45K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 8 | $9.45K | 0.00% | +3+60.0% | Added |
| Saudi Central Bank | 8 | $9.45K | 0.05% | +8 | New |
| MJT & Associates Financial Advisory Group, Inc. | 7 | $8.27K | 0.01% | +7 | New |
| Independence Bank of Kentucky | 7 | $8.27K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $8.27K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $8.27K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $7.09K | 0.00% | −1−14.3% | Reduced |
| South State Corp. | 6 | $7.09K | 0.00% | +6 | New |
| Golden State Wealth Management, LLC | 6 | $7.08K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5 | $5.91K | 0.00% | −2−28.6% | Reduced |
| Pacific Center for Financial Services | 5 | $5.91K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $5.91K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5 | $5.91K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 5 | $5.91K | 0.00% | +3+150.0% | Added |
| Dunhill Financial, LLC | 5 | $5.89K | 0.00% | −1−16.7% | Reduced |
| ORG Partners LLC | 5 | $5.78K | 0.00% | +5 | New |
| Cheviot Value Management, LLC | 5 | $5.46K | 0.00% | +5 | New |
| TFC Financial Management | 4 | $4.72K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3 | $3.79K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $3.54K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 3 | $3.54K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3 | $3.54K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3 | $3.54K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 3 | $3.54K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 3 | $3.54K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $3.54K | 0.00% | +1+50.0% | Added |
| Hughes Financial Services, LLC | 3 | $3.47K | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $2.36K | 0.00% | −1−33.3% | Reduced |
| Hartford Financial Management Inc. | 2 | $2.36K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $2.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $2.36K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $2.36K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2 | $2.36K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 2 | $2.36K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $2.36K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $2.36K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $2.36K | 0.00% | +1+100.0% | Added |
| Global Financial Private Client, LLC | 2 | $2.36K | 0.00% | +1+100.0% | Added |
| Greenline Partners, LLC | 2 | $2.36K | 0.00% | +2 | New |
| DAGCO, Inc. | 2 | $2.36K | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $2.36K | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $2.36K | 0.04% | +2 | New |
| Avion Wealth | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1 | $1.18K | 0.00% | −11−91.7% | Reduced |
| Longfellow Investment Management Co LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |