| ZRC Wealth Management, LLC | 0 | $21 | 0.00% | −6−100.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 0 | $401 | 0.00% | 0 | New |
| Evelyn Partners Asset Management Ltd | 6 | $573 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $971 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $1.43K | 0.00% | −30−96.8% | Reduced |
| State of Wyoming | 1 | $1.43K | 0.00% | −1−50.0% | Reduced |
| Atticus Wealth Management, LLC | 1 | $1.43K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $1.43K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1 | $1.43K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 1 | $1.43K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $1.43K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $1.43K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $1.43K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1 | $1.43K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 1 | $1.43K | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $1.43K | 0.00% | +1 | New |
| Laurel Wealth Advisors LLC | 1 | $1.43K | 0.00% | +1 | New |
| GoalVest Advisory LLC | 1 | $1.43K | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $1.43K | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 1 | $1.43K | 0.00% | +1 | New |
| Binnacle Investments Inc | 1 | $1.43K | 0.00% | +1 | New |
| PayPay Securities Corp | 1 | $2.00K | 0.11% | −1−50.0% | Reduced |
| Winnow Wealth LLC | 2 | $2.85K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2 | $2.87K | 0.00% | +1+100.0% | Added |
| Cape Investment Advisory, Inc. | 2 | $2.87K | 0.00% | +1+100.0% | Added |
| First Command Advisory Services, Inc. | 2 | $2.87K | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $2.87K | 0.00% | +2 | New |
| Addison Advisors LLC | 2 | $2.87K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $2.87K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $2.87K | 0.00% | +1+100.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 34 | $3.25K | 0.00% | −1−2.9% | Reduced |
| PEAK6 LLC | 2 | $3.56K | 0.00% | +2 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $4.04K | 0.00% | +1+50.0% | Added |
| Tredje AP-fonden | 3 | $4.30K | 0.00% | −12,900−100.0% | Reduced |
| Rakuten Securities, Inc. | 3 | $4.30K | 0.00% | −4−57.1% | Reduced |
| Altshuler Shaham Ltd | 3 | $4.30K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $4.30K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3 | $4.30K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 3 | $4.30K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 3 | $4.30K | 0.00% | +2+200.0% | Added |
| Ridgewood Investments LLC | 3 | $4.30K | 0.00% | +3 | New |
| Iron Horse Wealth Management, LLC | 3 | $4.30K | 0.00% | +3 | New |
| Stonebridge Financial Group, LLC | 3 | $4.30K | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $4.30K | 0.07% | +3 | New |
| Bullock Wealth Management Group | 4 | $5.73K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4 | $5.73K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4 | $5.73K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4 | $5.73K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 4 | $5.73K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $5.73K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $5.73K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 4 | $5.73K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4 | $5.73K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $5.73K | 0.00% | +3+300.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 4 | $6.15K | 0.00% | +4 | New |
| Armstrong Advisory Group, Inc | 6 | $7.12K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $7.16K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 5 | $7.16K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 5 | $7.16K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $7.16K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $7.16K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $7.16K | 0.00% | +3+150.0% | Added |
| Motco | 6 | $8.60K | 0.00% | −4−40.0% | Reduced |
| TD Capital Management LLC | 6 | $8.60K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $8.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $8.60K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 6 | $8.60K | 0.00% | +6 | New |
| Trifecta Capital Advisors, LLC | 6 | $8.60K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 6 | $8.60K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 7 | $10.0K | 0.01% | −2−22.2% | Reduced |
| Indiana Trust & Investment Management CO | 7 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 7 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 7 | $10.0K | 0.00% | +7 | New |
| Center for Financial Planning, Inc. | 7 | $10.0K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $10.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $11.2K | 0.00% | +5+166.7% | Added |
| Davidson Capital Management Inc. | 8 | $11.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $11.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 9 | $12.9K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 9 | $12.9K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 9 | $12.9K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 9 | $12.9K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $14.3K | 0.00% | +10 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 10 | $14.3K | 0.01% | −163−94.2% | Reduced |
| St. Johns Investment Management Company, LLC | 10 | $14.3K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10 | $14.3K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 10 | $14.3K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 10 | $14.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 10 | $14.3K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 10 | $14.3K | 0.01% | +2+25.0% | Added |
| Kiker Wealth Management, LLC | 10 | $14.3K | 0.01% | +10 | New |
| Fortis Group Advisors, LLC | 11 | $15.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 11 | $15.8K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 11 | $15.8K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 11 | $15.8K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $15.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 11 | $15.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $16.0K | 0.00% | 00.0% | Unchanged |