| Halbert Hargrove Global Advisors, LLC | 1 | $137 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $147 | 0.00% | −40−97.6% | Reduced |
| Sachetta, LLC | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $293 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $293 | 0.00% | +2 | New |
| Golden State Wealth Management, LLC | 2 | $293 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $293 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $293 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $294 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 2 | $311 | 0.00% | +2 | New |
| Activest Wealth Management | 3 | $440 | 0.00% | +3 | New |
| Wood Tarver Financial Group, LLC | 3 | $440 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $440 | 0.00% | +3 | New |
| Beacon Capital Management, LLC | 4 | $586 | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 4 | $587 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 4 | $643 | 0.00% | +4 | New |
| Pacer Advisors, Inc. | 5 | $733 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5 | $734 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 6 | $880 | 0.00% | −3−33.3% | Reduced |
| Provenance Wealth Advisors, LLC | 6 | $880 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 6 | $880 | 0.00% | +6 | New |
| Ogorek Anthony Joseph | 9 | $1.00K | 0.00% | +9 | New |
| Iron Horse Wealth Management, LLC | 7 | $1.03K | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $1.28K | 0.00% | +5+125.0% | Added |
| Riggs Asset Managment Co. Inc. | 9 | $1.32K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $1.47K | 0.00% | +1+11.1% | Added |
| Manchester Capital Management LLC | 10 | $1.47K | 0.00% | +6+150.0% | Added |
| American Capital Advisory, LLC | 10 | $1.47K | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 10 | $1.47K | 0.00% | +10 | New |
| Ameriflex Group, Inc. | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.61K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 11 | $1.61K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 12 | $1.76K | 0.00% | +12 | New |
| Cromwell Holdings LLC | 12 | $1.76K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.91K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 14 | $2.05K | 0.00% | +14 | New |
| North Capital, Inc. | 15 | $2.20K | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 15 | $2.24K | 0.00% | +15 | New |
| Carolina Wealth Advisors, LLC | 18 | $2.64K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $2.65K | 0.00% | +1 | New |
| Rothschild Investment LLC | 19 | $2.79K | 0.00% | +2+11.8% | Added |
| Cornerstone Planning Group LLC | 20 | $2.92K | 0.00% | +6+42.9% | Added |
| Harvest Fund Management Co., Ltd | 23 | $3.00K | 0.00% | −4,656−99.5% | Reduced |
| Highline Wealth Partners LLC | 22 | $3.23K | 0.00% | +17+340.0% | Added |
| Sound Income Strategies, LLC | 23 | $3.37K | 0.00% | +18+360.0% | Added |
| Medallion Wealth Advisors, LLC | 23 | $3.44K | 0.00% | +23 | New |
| Brown, Lisle/Cummings, Inc. | 25 | $3.67K | 0.00% | +25 | New |
| MV Capital Management, Inc. | 27 | $3.96K | 0.00% | +12+80.0% | Added |
| Sunbelt Securities, Inc. | 28 | $4.11K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $4.40K | 0.00% | −27−47.4% | Reduced |
| Truvestments Capital LLC | 32 | $4.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $4.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 35 | $5.13K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 35 | $5.23K | 0.00% | +35 | New |
| SJS Investment Consulting Inc. | 40 | $5.87K | 0.00% | −1−2.4% | Reduced |
| Brown Brothers Harriman & Co | 41 | $6.01K | 0.00% | −5−10.9% | Reduced |
| Kings Path Partners LLC | 44 | $6.45K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 50 | $7.33K | 0.00% | +50 | New |
| Marshall & Sterling Wealth Advisors Inc. | 51 | $7.48K | 0.01% | +51 | New |
| Whipplewood Advisors, LLC | 50 | $7.62K | 0.00% | −2−3.8% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $7.92K | 0.00% | +2+3.8% | Added |
| Hemington Wealth Management | 58 | $8.00K | 0.00% | +15+34.9% | Added |
| CBIZ Investment Advisory Services, LLC | 59 | $8.65K | 0.00% | +59 | New |
| Centricity Wealth Management, LLC | 65 | $9.53K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 74 | $10.8K | 0.06% | +74 | New |
| Washington Trust Co | 74 | $10.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 77 | $11.3K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 87 | $12.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 90 | $13.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 90 | $13.2K | 0.01% | −33−26.8% | Reduced |
| Wayfinding Financial, LLC | 96 | $14.0K | 0.01% | +96 | New |
| Westside Investment Management, Inc. | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 106 | $15.5K | 0.01% | −60−36.1% | Reduced |
| Atwood & Palmer Inc | 107 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 92 | $15.7K | 0.01% | +92 | New |
| Trust Co of Vermont | 115 | $16.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 125 | $18.0K | 0.00% | +59+89.4% | Added |
| Cetera Trust Company, N.A | 125 | $18.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 129 | $18.9K | 0.00% | +2+1.6% | Added |
| GeoWealth Management, LLC | 139 | $20.4K | 0.00% | −2−1.4% | Reduced |
| Meeder Asset Management Inc | 151 | $22.1K | 0.00% | +81+115.7% | Added |
| Versant Capital Management, Inc | 156 | $22.9K | 0.00% | −6−3.7% | Reduced |
| Evelyn Partners Investment Management LLP | 158 | $23.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 171 | $25.1K | 0.00% | +26+17.9% | Added |
| Hexagon Capital Partners LLC | 173 | $25.4K | 0.00% | −2−1.1% | Reduced |
| Redmont Wealth Advisors LLC | 191 | $28.0K | 0.05% | +191 | New |
| Noble Wealth Management PBC | 202 | $29.6K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 210 | $30.8K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 212 | $31.1K | 0.04% | +212 | New |
| Riverview Trust Co | 218 | $32.0K | 0.03% | −6−2.7% | Reduced |
| Hartford Financial Management Inc. | 223 | $32.7K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 233 | $34.0K | 0.00% | 00.0% | Unchanged |