| Bay Harbor Wealth Management, LLC | 1 | $640 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $641 | 0.00% | −10−90.9% | Reduced |
| Legacy Wealth Managment, LLC | 1 | $641 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $641 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1 | $641 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $641 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $641 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1 | $641 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1 | $641 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $641 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 1 | $641 | 0.00% | +1 | New |
| Prestige Wealth Management Group LLC | 1 | $641 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 1 | $641 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 1 | $641 | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 1 | $641 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 1 | $641 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 2 | $1.28K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3 | $1.92K | 0.00% | −74−96.1% | Reduced |
| SJS Investment Consulting Inc. | 3 | $1.92K | 0.00% | −45−93.8% | Reduced |
| High Note Wealth, LLC | 3 | $1.92K | 0.00% | −2−40.0% | Reduced |
| Cornerstone Financial Management LLC | 3 | $1.92K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $1.92K | 0.00% | +2+200.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 4 | $2.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 4 | $2.56K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5 | $3.19K | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 5 | $3.21K | 0.00% | −2−28.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 5 | $3.21K | 0.00% | −1−16.7% | Reduced |
| Hughes Financial Services, LLC | 5 | $3.21K | 0.00% | +2+66.7% | Added |
| Sachetta, LLC | 6 | $3.85K | 0.00% | +3+100.0% | Added |
| Capital Advisors, Ltd. LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 7 | $4.49K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $4.49K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $4.49K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 10 | $6.41K | 0.00% | +10 | New |
| Innovative Asset Advisors Group, LLC | 10 | $6.44K | 0.00% | +10 | New |
| Eurizon Capital SGR S.p.A. | 11 | $6.94K | 0.00% | +11 | New |
| Dogwood Wealth Management LLC | 11 | $7.05K | 0.00% | +5+83.3% | Added |
| JFS Wealth Advisors, LLC | 12 | $7.70K | 0.00% | −1−7.7% | Reduced |
| Bare Financial Services, Inc | 13 | $8.33K | 0.00% | +6+85.7% | Added |
| Highline Wealth Partners LLC | 14 | $8.97K | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 15 | $9.66K | 0.00% | +15 | New |
| CVA Family Office, LLC | 16 | $10.3K | 0.00% | +14+700.0% | Added |
| Bell Investment Advisors, Inc | 16 | $10.3K | 0.00% | −2−11.1% | Reduced |
| True Wealth Design, LLC | 17 | $10.9K | 0.00% | −3−15.0% | Reduced |
| Intentional Wealth Strategies, LLC | 18 | $11.5K | 0.01% | +18 | New |
| Signature Equity Partners, LLC | 20 | $12.8K | 0.01% | +12+150.0% | Added |
| Resources Management Corp | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 21 | $13.5K | 0.00% | −13−38.2% | Reduced |
| Private Trust Co NA | 24 | $15.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $16.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 29 | $18.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 30 | $19.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 30 | $19.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 35 | $19.8K | 0.01% | −84−70.6% | Reduced |
| Essential Partners LLC | 31 | $19.9K | 0.01% | −61−66.3% | Reduced |
| Quent Capital, LLC | 33 | $21.2K | 0.00% | −8−19.5% | Reduced |
| Crewe Advisors LLC | 34 | $21.8K | 0.00% | −48−58.5% | Reduced |
| International Assets Investment Management, LLC | 39 | $24.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 39 | $25.0K | 0.02% | −3−7.1% | Reduced |
| WealthCollab, LLC | 39 | $25.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 43 | $27.6K | 0.01% | +4+10.3% | Added |
| Nisa Investment Advisors, LLC | 43 | $27.7K | 0.00% | −2,373−98.2% | Reduced |
| Root Financial Partners, LLC | 45 | $28.8K | 0.00% | +4+9.8% | Added |
| Smartleaf Asset Management LLC | 47 | $29.5K | 0.00% | −10−17.5% | Reduced |
| Massmutual Trust Co FSB | 47 | $30.1K | 0.00% | +1+2.2% | Added |
| Rosenberg Matthew Hamilton | 50 | $32.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 52 | $33.3K | 0.00% | −8−13.3% | Reduced |
| GHP Investment Advisors, Inc. | 52 | $33.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 52 | $33.6K | 0.00% | −45−46.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 57 | $36.5K | 0.00% | +57 | New |
| Bessemer Group Inc | 60 | $39.0K | 0.00% | +2+3.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 75 | $48.1K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 81 | $52.2K | 0.00% | −44−35.2% | Reduced |
| Covestor Ltd | 86 | $55.0K | 0.04% | −50−36.8% | Reduced |
| Employees Retirement System of Texas | 86 | $55.0K | 0.00% | +86 | New |
| Parkside Financial Bank & Trust | 90 | $57.7K | 0.00% | +78+650.0% | Added |
| Allworth Financial LP | 105 | $67.3K | 0.00% | +1+1.0% | Added |
| Hollencrest Capital Management | 113 | $72.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 119 | $76.0K | 0.00% | +89+296.7% | Added |
| St Germain D J Co Inc | 120 | $76.9K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 131 | $84.0K | 0.00% | +24+22.4% | Added |
| MV Capital Management, Inc. | 131 | $84.0K | 0.01% | −3−2.2% | Reduced |
| Rothschild Investment LLC | 143 | $91.7K | 0.00% | +51+55.4% | Added |
| STRS Ohio | 151 | $96.8K | 0.00% | +17+12.7% | Added |
| Advisory Services Network, LLC | 154 | $98.7K | 0.00% | +154 | New |
| Freestone Grove Partners LP | 167 | $107.0K | 0.00% | −1,389−89.3% | Reduced |
| IFP Advisors, Inc | 194 | $124.3K | 0.00% | −36−15.7% | Reduced |
| EverSource Wealth Advisors, LLC | 196 | $125.7K | 0.00% | +3+1.6% | Added |
| Signaturefd, LLC | 198 | $126.9K | 0.00% | +5+2.6% | Added |
| Umb Bank N A | 208 | $133.3K | 0.00% | −3−1.4% | Reduced |
| Sterling Capital Management LLC | 212 | $135.9K | 0.00% | −120−36.1% | Reduced |
| Central Trust Co | 219 | $140.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 227 | $145.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 233 | $149.3K | 0.00% | +106+83.5% | Added |
| GAMMA Investing LLC | 236 | $151.3K | 0.01% | +1+0.4% | Added |
| US Bancorp | 272 | $174.3K | 0.00% | +16+6.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $192.2K | 0.08% | +82+37.6% | Added |
| ProShare Advisors LLC | 313 | $200.6K | 0.00% | +1+0.3% | Added |
| Marin Bay Wealth Advisors, LLC | 313 | $200.8K | 0.12% | −71−18.5% | Reduced |
