| Hemington Wealth Management | 1 | $0 | 0.00% | −10−90.9% | Reduced |
| Tortoise Investment Management, LLC | 1 | $84 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $169 | 0.00% | −12−85.7% | Reduced |
| Manchester Capital Management LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $169 | 0.00% | +2 | New |
| Bokf, NA | 7 | $590 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 8 | $674 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 8 | $676 | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 9 | $758 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 9 | $759 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $842 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 10 | $842 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $842 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $842 | 0.00% | +10 | New |
| Cranbrook Wealth Management, LLC | 10 | $843 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $843 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $927 | 0.00% | +11 | New |
| Resources Management Corp | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 14 | $1.18K | 0.00% | +14 | New |
| CVA Family Office, LLC | 15 | $1.26K | 0.00% | −6−28.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.26K | 0.00% | +15 | New |
| Quaker Wealth Management, LLC | 15 | $1.26K | 0.00% | +15 | New |
| Smartleaf Asset Management LLC | 17 | $1.32K | 0.00% | +7+70.0% | Added |
| Caitong International Asset Management Co., Ltd | 17 | $1.43K | 0.00% | −36−67.9% | Reduced |
| North Capital, Inc. | 18 | $1.52K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 21 | $1.77K | 0.00% | +20+2,000.0% | Added |
| Smallwood Wealth Investment Management, LLC | 26 | $2.19K | 0.00% | +3+13.0% | Added |
| Financial Management Professionals, Inc. | 27 | $2.27K | 0.00% | +27 | New |
| Pension & Wealth Management Advisors, Inc. | 30 | $2.53K | 0.00% | +15+100.0% | Added |
| Rothschild Investment LLC | 35 | $2.95K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 36 | $3.03K | 0.00% | −5−12.2% | Reduced |
| Bellevue Asset Management, LLC | 36 | $3.03K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 39 | $3.29K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $3.29K | 0.00% | +11+39.3% | Added |
| Prestige Wealth Management Group LLC | 39 | $3.29K | 0.00% | +14+56.0% | Added |
| Heritage Wealth Advisors | 40 | $3.37K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 40 | $3.37K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 45 | $3.79K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 50 | $4.21K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 50 | $4.21K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 50 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 52 | $4.38K | 0.00% | +8+18.2% | Added |
| Quarry LP | 55 | $4.63K | 0.00% | +55 | New |
| Parkside Financial Bank & Trust | 58 | $4.89K | 0.00% | −273−82.5% | Reduced |
| Bessemer Group Inc | 63 | $5.00K | 0.00% | +63 | New |
| MV Capital Management, Inc. | 60 | $5.05K | 0.00% | −1−1.6% | Reduced |
| Bell Investment Advisors, Inc | 61 | $5.14K | 0.00% | −13−17.6% | Reduced |
| EverSource Wealth Advisors, LLC | 62 | $5.22K | 0.00% | +55+785.7% | Added |
| Family Legacy Financial Solutions, LLC | 65 | $5.47K | 0.00% | +65 | New |
| TD Private Client Wealth LLC | 65 | $5.47K | 0.00% | +18+38.3% | Added |
| Dogwood Wealth Management LLC | 63 | $5.52K | 0.00% | +63 | New |
| Toth Financial Advisory Corp | 67 | $5.64K | 0.00% | −100−59.9% | Reduced |
| Massmutual Trust Co FSB | 82 | $6.91K | 0.00% | −58−41.4% | Reduced |
| Ameritas Advisory Services, LLC | 82 | $6.91K | 0.00% | +82 | New |
| North Star Investment Management Corp. | 83 | $6.99K | 0.00% | −315−79.1% | Reduced |
| Iron Horse Wealth Management, LLC | 90 | $7.58K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 93 | $7.83K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 94 | $7.92K | 0.00% | +90+2,250.0% | Added |
| Armstrong Advisory Group, Inc | 96 | $8.09K | 0.00% | −56−36.8% | Reduced |
| Cornerstone Planning Group LLC | 94 | $8.23K | 0.00% | +93+9,300.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $8.42K | 0.00% | 00.0% | Unchanged |
| Bulwark Capital Corp | 100 | $8.42K | 0.01% | +100 | New |
| Assetmark, Inc | 101 | $8.51K | 0.00% | −3−2.9% | Reduced |
| Concord Wealth Partners | 105 | $8.85K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 107 | $9.01K | 0.00% | −100−48.3% | Reduced |
| Putney Financial Group LLC | 109 | $9.18K | 0.01% | +70+179.5% | Added |
| South State Corp. | 110 | $9.27K | 0.00% | −16−12.7% | Reduced |
| Harbor Investment Advisory, LLC | 115 | $9.69K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 125 | $10.5K | 0.01% | −38−23.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 127 | $10.7K | 0.00% | −91−41.7% | Reduced |
| BFSG, LLC | 150 | $12.6K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 150 | $12.6K | 0.01% | +150 | New |
| Sterling Capital Management LLC | 153 | $12.9K | 0.00% | −100−39.5% | Reduced |
| CNB Bank | 153 | $12.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 154 | $13.0K | 0.00% | −204−57.0% | Reduced |
| Peregrine Capital Management LLC | 160 | $13.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 164 | $13.8K | 0.00% | +64+64.0% | Added |
| Ci Investments Inc. | 170 | $14.0K | 0.00% | −9−5.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 188 | $15.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 191 | $16.1K | 0.00% | +12+6.7% | Added |
| Alpine Bank Wealth Management | 209 | $17.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 222 | $18.7K | 0.00% | +11+5.2% | Added |
| National Bank of Canada | 243 | $20.5K | 0.00% | −260−51.7% | Reduced |
| Ancora Advisors, LLC | 266 | $22.4K | 0.00% | +266 | New |
| State of Wyoming | 279 | $23.5K | 0.00% | −1,747−86.2% | Reduced |
| Allworth Financial LP | 279 | $23.5K | 0.00% | −60−17.7% | Reduced |
| Stone House Investment Management, LLC | 290 | $24.4K | 0.00% | +250+625.0% | Added |
| Vision Financial Markets LLC | 300 | $25.3K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 310 | $26.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 367 | $30.9K | 0.00% | −57−13.4% | Reduced |
| Atlantic Union Bankshares Corp | 370 | $31.2K | 0.00% | +370 | New |
| First Horizon Advisors, Inc. | 372 | $31.3K | 0.00% | +87+30.5% | Added |
| CoreCap Advisors, LLC | 381 | $32.1K | 0.00% | −12−3.1% | Reduced |
| ORG Partners LLC | 400 | $32.9K | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 409 | $34.5K | 0.01% | −768−65.3% | Reduced |
| Golden State Wealth Management, LLC | 420 | $35.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 452 | $38.1K | 0.00% | +452 | New |
| Whittier Trust Co | 457 | $38.5K | 0.00% | +173+60.9% | Added |