| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Forsta Ap-Fonden | 1 | $1 | 100.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $26 | 0.00% | 0 | Unchanged |
| Rialto Wealth Management, LLC | 1 | $70 | 0.00% | −27−96.4% | Reduced |
| Quaker Wealth Management, LLC | 1 | $70 | 0.00% | −1−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $70 | 0.00% | +1 | New |
| HHM Wealth Advisors, LLC | 2 | $140 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2 | $140 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $140 | 0.00% | +2 | New |
| Distillate Capital Partners LLC | 2 | $140 | 0.00% | +2 | New |
| Lummis Asset Management, LP | 2 | $140 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $201 | 0.00% | +3 | New |
| Fortitude Family Office, LLC | 3 | $209 | 0.00% | −71−95.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 3 | $209 | 0.00% | −62−95.4% | Reduced |
| Bruce G. Allen Investments, LLC | 3 | $209 | 0.00% | −7−70.0% | Reduced |
| Hughes Financial Services, LLC | 4 | $279 | 0.00% | +3+300.0% | Added |
| Silver Grove Financial Group, Inc. | 4 | $279 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 6 | $419 | 0.00% | +2+50.0% | Added |
| South State Corp. | 6 | $419 | 0.00% | +6 | New |
| LRI Investments, LLC | 6 | $419 | 0.00% | +6 | New |
| Duff & Phelps Investment Management Co | 7 | $489 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $489 | 0.00% | +7 | New |
| WPG Advisers, LLC | 8 | $558 | 0.00% | −10−55.6% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $559 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $628 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $629 | 0.00% | −11−55.0% | Reduced |
| Planning Strategies Inc. | 10 | $698 | 0.00% | +10 | New |
| Ares Financial Consulting, LLC | 10 | $716 | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 12 | $834 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $838 | 0.00% | −1−7.7% | Reduced |
| First Horizon Corp | 13 | $907 | 0.00% | −15−53.6% | Reduced |
| Creative Capital Management Investments LLC | 13 | $907 | 0.00% | +13 | New |
| Kilter Group LLC | 13 | $908 | 0.00% | −24−64.9% | Reduced |
| Adirondack Trust Co | 16 | $1.12K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 16 | $1.12K | 0.00% | −2,274−99.3% | Reduced |
| Dunhill Financial, LLC | 17 | $1.19K | 0.00% | −3−15.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $1.19K | 0.00% | −9−34.6% | Reduced |
| Creative Financial Designs Inc | 17 | $1.19K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $1.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 18 | $1.26K | 0.00% | −129−87.8% | Reduced |
| Addison Advisors LLC | 19 | $1.33K | 0.00% | −334−94.6% | Reduced |
| JPL Wealth Management, LLC | 20 | $1.40K | 0.00% | −44−68.8% | Reduced |
| Cromwell Holdings LLC | 26 | $1.81K | 0.00% | −1−3.7% | Reduced |
| Atwood & Palmer Inc | 28 | $1.96K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 29 | $2.02K | 0.00% | −24−45.3% | Reduced |
| Principia Wealth Advisory, LLC | 29 | $2.02K | 0.00% | +22+314.3% | Added |
| Torren Management, LLC | 30 | $2.09K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 31 | $2.16K | 0.00% | −1−3.1% | Reduced |
| Bell Investment Advisors, Inc | 31 | $2.16K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 31 | $2.16K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 34 | $2.37K | 0.00% | +34 | New |
| Cornerstone Planning Group LLC | 38 | $2.54K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 42 | $2.93K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 49 | $3.42K | 0.00% | −14−22.2% | Reduced |
| Transce3nd, LLC | 51 | $3.48K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 50 | $3.49K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 50 | $3.49K | 0.00% | +50 | New |
| Cedar Mountain Advisors, LLC | 51 | $3.56K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 51 | $3.56K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 52 | $3.63K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 53 | $3.70K | 0.00% | −72−57.6% | Reduced |
| MidFirst Bank | 53 | $3.70K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 64 | $4.33K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 64 | $4.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $4.47K | 0.00% | −22−25.6% | Reduced |
| Triumph Capital Management | 67 | $4.68K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 69 | $4.82K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 75 | $5.24K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 86 | $5.74K | 0.00% | +86 | New |
| Rossby Financial, LCC | 83 | $5.79K | 0.00% | +5+6.4% | Added |
| Sachetta, LLC | 83 | $5.79K | 0.00% | +33+66.0% | Added |
| Prestige Wealth Management Group LLC | 93 | $6.49K | 0.00% | +2+2.2% | Added |
| Rakuten Securities, Inc. | 96 | $6.70K | 0.00% | −28−22.6% | Reduced |
| Picton Mahoney Asset Management | 100 | $6.98K | 0.00% | +100 | New |
| Owl Creek Wealth Partners LLC | 110 | $7.68K | 0.00% | −3−2.7% | Reduced |
| Mather Group, LLC. | 110 | $7.68K | 0.00% | +110 | New |
| Massmutual Trust Co FSB | 111 | $7.75K | 0.00% | −495−81.7% | Reduced |
| Basecamp Wealth Advisors LLC | 112 | $7.82K | 0.00% | −140−55.6% | Reduced |
| Farmers & Merchants Investments Inc | 112 | $7.82K | 0.00% | −5−4.3% | Reduced |
| Abound Wealth Management | 117 | $8.17K | 0.00% | −1,880−94.1% | Reduced |
| Trust Co of Vermont | 122 | $8.52K | 0.00% | +122 | New |
| Versant Capital Management, Inc | 126 | $8.79K | 0.00% | −638−83.5% | Reduced |
| Wilkerson Advisory Group LLC | 130 | $9.07K | 0.00% | −70−35.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 140 | $9.77K | 0.00% | −96,701−99.9% | Reduced |
| Hanson & Doremus Investment Management | 149 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 145 | $10.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 165 | $11.5K | 0.00% | +126+323.1% | Added |
| Signaturefd, LLC | 167 | $11.7K | 0.00% | −422−71.6% | Reduced |
| Godsey & Gibb Associates | 170 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 171 | $11.9K | 0.00% | +24+16.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 176 | $12.0K | 0.00% | +18+11.4% | Added |
| Bayforest Capital Ltd | 180 | $12.6K | 0.01% | +180 | New |
| ZRC Wealth Management, LLC | 189 | $13.2K | 0.00% | +172+1,011.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 199 | $13.9K | 0.00% | −140,186−99.9% | Reduced |
| Parkside Financial Bank & Trust | 232 | $16.2K | 0.00% | −33−12.5% | Reduced |
| Smithfield Trust Co | 260 | $18.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 259 | $18.1K | 0.00% | +43+19.9% | Added |
| V-Square Quantitative Management LLC | 287 | $20.0K | 0.00% | +287 | New |
| Mirae Asset Global Investments Co., Ltd. | 291 | $20.3K | 0.00% | −798−73.3% | Reduced |