| GW&K Investment Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Pacer Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $91 | 0.00% | +1 | New |
| Monetary Solutions, Ltd | 1 | $91 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $91 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $182 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $273 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 4 | $364 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 6 | $545 | 0.00% | +6 | New |
| Keating Financial Advisory Services, Inc. | 7 | $635 | 0.00% | +3+75.0% | Added |
| Addison Advisors LLC | 8 | $727 | 0.00% | −2−20.0% | Reduced |
| Synergy Investment Management, LLC | 8 | $753 | 0.00% | +8 | New |
| MV Capital Management, Inc. | 9 | $817 | 0.00% | +8+800.0% | Added |
| CVA Family Office, LLC | 10 | $908 | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 11 | $998 | 0.00% | −29,597−100.0% | Reduced |
| Cromwell Holdings LLC | 11 | $998 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $998 | 0.00% | +11 | New |
| South State Corp. | 11 | $999 | 0.00% | +11 | New |
| SHP Wealth Management | 12 | $1.09K | 0.00% | +12 | New |
| Umb Bank N A | 14 | $1.27K | 0.00% | +10+250.0% | Added |
| Ronald Blue Trust, Inc. | 15 | $1.36K | 0.00% | −37−71.2% | Reduced |
| S&T Bank | 17 | $1.54K | 0.00% | +17 | New |
| Activest Wealth Management | 18 | $1.63K | 0.00% | +18 | New |
| Highline Wealth Partners LLC | 19 | $1.72K | 0.00% | +19 | New |
| Financial Consulate, Inc | 19 | $1.73K | 0.00% | +2+11.8% | Added |
| True Wealth Design, LLC | 20 | $1.82K | 0.00% | +2+11.1% | Added |
| ZRC Wealth Management, LLC | 20 | $1.82K | 0.00% | +20 | New |
| Johnson Financial Group, Inc. | 110 | $1.92K | 0.00% | −121−52.4% | Reduced |
| Fifth Third Bancorp | 27 | $2.45K | 0.00% | +27 | New |
| Tounjian Advisory Partners, LLC | 30 | $2.72K | 0.00% | +30 | New |
| William B. Walkup & Associates, Inc. | 33 | $3.00K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 33 | $3.00K | 0.00% | +4+13.8% | Added |
| Zions Bancorporation, National Association | 35 | $3.18K | 0.00% | +9+34.6% | Added |
| UMA Financial Services, Inc. | 39 | $3.54K | 0.00% | +10+34.5% | Added |
| Tower Research Capital LLC (TRC) | 41 | $3.72K | 0.00% | −9,521−99.6% | Reduced |
| TD Private Client Wealth LLC | 42 | $3.81K | 0.00% | +42 | New |
| Elequin Capital LP | 43 | $3.90K | 0.00% | +43 | New |
| Private Trust Co NA | 48 | $4.38K | 0.00% | +1+2.1% | Added |
| Caitlin John, LLC | 49 | $4.45K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 54 | $4.72K | 0.00% | +54 | New |
| Stone House Investment Management, LLC | 60 | $5.45K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 63 | $5.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 63 | $5.72K | 0.00% | +63 | New |
| Carolina Wealth Advisors, LLC | 64 | $5.81K | 0.00% | −157−71.0% | Reduced |
| AXS Investments LLC | 67 | $6.08K | 0.00% | +32+91.4% | Added |
| Atlantic Trust, LLC | 85 | $7.71K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 86 | $7.80K | 0.00% | +57+196.6% | Added |
| Parallel Advisors, LLC | 94 | $8.53K | 0.00% | +47+100.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 109 | $9.89K | 0.00% | +107+5,350.0% | Added |
| Continuum Advisory, LLC | 123 | $11.2K | 0.00% | +123 | New |
| Allied Private Wealth LLC | 120 | $11.3K | 0.01% | +120 | New |
| Geneos Wealth Management Inc. | 127 | $11.5K | 0.00% | −67−34.5% | Reduced |
| WealthCollab, LLC | 143 | $13.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 143 | $13.0K | 0.01% | +73+104.3% | Added |
| Brown Brothers Harriman & Co | 167 | $15.2K | 0.00% | +167 | New |
| Park Place Capital Corp | 170 | $15.4K | 0.00% | −90−34.6% | Reduced |
| Silver Grove Financial Group, Inc. | 172 | $15.6K | 0.01% | +172 | New |
| Massmutual Trust Co FSB | 179 | $16.2K | 0.00% | −6−3.2% | Reduced |
| Kemnay Advisory Services Inc. | 180 | $16.3K | 0.00% | +180 | New |
| Central Trust Co | 181 | $16.4K | 0.00% | +181 | New |
| Larson Financial Group LLC | 195 | $17.7K | 0.00% | +17+9.6% | Added |
| Timbuktu Capital Management, LLC | 200 | $18.2K | 0.03% | +200 | New |
| AdvisorNet Financial, Inc | 250 | $22.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 265 | $24.1K | 0.00% | −8−2.9% | Reduced |
| Byrne Asset Management LLC | 1,474 | $25.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 299 | $27.1K | 0.00% | +269+896.7% | Added |
| Federated Hermes, Inc. | 315 | $28.6K | 0.00% | +181+135.1% | Added |
| Alpine Bank Wealth Management | 341 | $30.9K | 0.00% | +341 | New |
| Institute for Wealth Management, LLC. | 388 | $35.2K | 0.00% | +388 | New |
| Mirae Asset Global Investments Co., Ltd. | 408 | $37.0K | 0.00% | +408 | New |
| Transamerica Financial Advisors, Inc. | 465 | $42.2K | 0.00% | +195+72.2% | Added |
| Cullen/Frost Bankers, Inc. | 500 | $45.4K | 0.00% | −500−50.0% | Reduced |
| Allworth Financial LP | 650 | $59.0K | 0.00% | +159+32.4% | Added |
| Cape Investment Advisory, Inc. | 668 | $60.6K | 0.02% | +668 | New |
| Oslo Pensjonsforsikring AS | 679 | $61.6K | 0.01% | +679 | New |
| Rothschild Investment LLC | 695 | $63.1K | 0.00% | +595+595.0% | Added |
| Rockefeller Capital Management L.P. | 729 | $66.2K | 0.00% | +354+94.4% | Added |
| Quarry LP | 830 | $75.3K | 0.01% | −1,947−70.1% | Reduced |
| UBS Asset Management Americas Inc | 839 | $76.1K | 0.00% | −288,208−99.7% | Reduced |
| Farther Finance Advisors, LLC | 914 | $83.0K | 0.00% | +397+76.8% | Added |
| Jones Financial Companies LLLP | 960 | $85.7K | 0.00% | +498+107.8% | Added |
| Global Retirement Partners, LLC | 978 | $88.8K | 0.00% | +978 | New |
| GAMMA Investing LLC | 1,160 | $105.3K | 0.00% | +328+39.4% | Added |
| Covestor Ltd | 1,208 | $110.0K | 0.06% | −1,066−46.9% | Reduced |
| IFP Advisors, Inc | 1,366 | $124.0K | 0.00% | −509−27.1% | Reduced |
| Golden State Wealth Management, LLC | 1,398 | $126.9K | 0.01% | +10+0.7% | Added |
| State of Wyoming | 1,668 | $151.4K | 0.02% | +1,668 | New |
| Ameritas Advisory Services, LLC | 1,966 | $178.4K | 0.00% | +1,966 | New |
| EverSource Wealth Advisors, LLC | 2,206 | $200.3K | 0.01% | −1,362−38.2% | Reduced |
| Wealthstar Advisors, LLC | 2,218 | $201.3K | 0.10% | −9,793−81.5% | Reduced |
| Fiduciary Alliance LLC | 2,259 | $205.0K | 0.01% | +2,259 | New |
| Mutual Advisors, LLC | 2,303 | $209.0K | 0.00% | +2,303 | New |
| RWM Asset Management, LLC | 2,251 | $215.0K | 0.03% | +2,251 | New |
| Cigna Investments Inc | 2,374 | $215.0K | 0.03% | +2,374 | New |
| Alhambra Investment Partners LLC | 2,418 | $219.4K | 0.10% | +2,418 | New |
| Pensionmark Financial Group, LLC | 2,525 | $223.1K | 0.00% | +2,525 | New |
| Arrowstreet Capital, Limited Partnership | 2,465 | $223.7K | 0.00% | −431,274−99.4% | Reduced |
| Strid Group, LLC | 2,500 | $226.9K | 0.03% | −800−24.2% | Reduced |
| Michels Family Financial, LLC | 2,514 | $228.2K | 0.15% | +2,514 | New |
| Great Lakes Advisors, LLC | 2,515 | $228.3K | 0.00% | +2,515 | New |
