| Cloud Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $93 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $214 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $214 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $320 | 0.00% | +1+50.0% | Added |
| First Horizon Corp | 4 | $428 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 5 | $535 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $535 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $535 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $598 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6 | $641 | 0.00% | −229−97.4% | Reduced |
| Fortitude Family Office, LLC | 6 | $641 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $641 | 0.00% | +1+20.0% | Added |
| Bell Investment Advisors, Inc | 7 | $749 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 9 | $962 | 0.00% | +9 | New |
| Tortoise Investment Management, LLC | 11 | $1.18K | 0.00% | −6−35.3% | Reduced |
| True Wealth Design, LLC | 12 | $1.28K | 0.00% | −30−71.4% | Reduced |
| Parkside Financial Bank & Trust | 12 | $1.28K | 0.00% | +1+9.1% | Added |
| Versant Capital Management, Inc | 14 | $1.50K | 0.00% | −768−98.2% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 16 | $1.71K | 0.00% | +16 | New |
| Assetmark, Inc | 17 | $1.82K | 0.00% | +3+21.4% | Added |
| Hughes Financial Services, LLC | 20 | $1.98K | 0.00% | +20 | New |
| Harel Insurance Investments & Financial Services Ltd. | 17 | $2.00K | 0.00% | −5−22.7% | Reduced |
| Harbour Investments, Inc. | 19 | $2.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 19 | $2.03K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 25 | $2.67K | 0.00% | −65−72.2% | Reduced |
| Root Financial Partners, LLC | 25 | $2.67K | 0.00% | +25 | New |
| Wealth Watch Advisors, INC | 29 | $3.10K | 0.00% | +29 | New |
| Wolff Wiese Magana LLC | 31 | $3.31K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 32 | $3.42K | 0.00% | +32 | New |
| Colonial Trust Co | 32 | $3.46K | 0.00% | +1+3.2% | Added |
| CoreCap Advisors, LLC | 33 | $3.53K | 0.00% | −3−8.3% | Reduced |
| Smartleaf Asset Management LLC | 35 | $3.79K | 0.00% | +10+40.0% | Added |
| Spire Wealth Management | 40 | $4.28K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 41 | $4.34K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 44 | $4.70K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 44 | $4.71K | 0.00% | +44 | New |
| Sunbelt Securities, Inc. | 49 | $5.21K | 0.00% | +1+2.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 50 | $5.35K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 51 | $5.45K | 0.00% | −133−72.3% | Reduced |
| Private Trust Co NA | 53 | $5.67K | 0.00% | −2−3.6% | Reduced |
| LRI Investments, LLC | 57 | $6.09K | 0.00% | −789−93.3% | Reduced |
| Farther Finance Advisors, LLC | 57 | $6.09K | 0.00% | +44+338.5% | Added |
| UMA Financial Services, Inc. | 59 | $6.31K | 0.00% | −23−28.0% | Reduced |
| Frazier Financial Advisors, LLC | 59 | $6.31K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 61 | $6.52K | 0.00% | +61 | New |
| Eastern Bank | 62 | $6.63K | 0.00% | +62 | New |
| Hemington Wealth Management | 66 | $7.00K | 0.00% | −10−13.2% | Reduced |
| Covestor Ltd | 88 | $9.00K | 0.00% | −10−10.2% | Reduced |
| Capital Advisors, Ltd. LLC | 85 | $9.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $9.41K | 0.00% | +39+79.6% | Added |
| Bessemer Group Inc | 95 | $10.0K | 0.00% | +75+375.0% | Added |
| First United Bank Trust | 100 | $10.7K | 0.00% | −50−33.3% | Reduced |
| SJS Investment Consulting Inc. | 102 | $10.9K | 0.00% | −2−1.9% | Reduced |
| Parallel Advisors, LLC | 115 | $12.3K | 0.00% | +60+109.1% | Added |
| Allworth Financial LP | 135 | $14.4K | 0.00% | +82+154.7% | Added |
| Ci Investments Inc. | 161 | $17.0K | 0.00% | −93−36.6% | Reduced |
| Coston, McIsaac & Partners | 164 | $17.0K | 0.00% | +1+0.6% | Added |
| Caitong International Asset Management Co., Ltd | 187 | $20.0K | 0.01% | −108−36.6% | Reduced |
| Danske Bank A/S | 200 | $21.4K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 200 | $21.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 209 | $22.4K | 0.00% | +209 | New |
| Fifth Third Bancorp | 221 | $23.6K | 0.00% | −167−43.0% | Reduced |
| GAMMA Investing LLC | 247 | $26.4K | 0.00% | −166−40.2% | Reduced |
| Jones Financial Companies LLLP | 267 | $29.0K | 0.00% | −264−49.7% | Reduced |
| Ronald Blue Trust, Inc. | 274 | $29.3K | 0.00% | +30+12.3% | Added |
| Whittier Trust Co | 291 | $30.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 287 | $30.7K | 0.00% | +12+4.4% | Added |
| Principal Securities, Inc. | 299 | $32.0K | 0.00% | −238−44.3% | Reduced |
| Toth Financial Advisory Corp | 300 | $32.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 341 | $35.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 333 | $35.6K | 0.00% | +67+25.2% | Added |
| Quadrant Capital Group LLC | 339 | $36.2K | 0.00% | +339 | New |
| Quarry LP | 356 | $38.1K | 0.01% | +356 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 379 | $41.0K | 0.00% | +13+3.6% | Added |
| Anchor Investment Management, LLC | 405 | $43.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 455 | $48.6K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 460 | $49.2K | 0.00% | +420+1,050.0% | Added |
| HM Payson & Co | 492 | $52.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 533 | $57.0K | 0.00% | +533 | New |
| Shell Asset Management Co | 557 | $60.0K | 0.01% | −865−60.8% | Reduced |
| Rockefeller Capital Management L.P. | 563 | $60.3K | 0.00% | +563 | New |
| IFP Advisors, Inc | 590 | $63.1K | 0.00% | +590 | Added |
| STRS Ohio | 647 | $69.2K | 0.00% | +1+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 666 | $71.2K | 0.00% | +19+2.9% | Added |
| Hantz Financial Services, Inc. | 678 | $73.0K | 0.00% | +244+56.2% | Added |
| KBC Group NV | 876 | $94.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 938 | $100.3K | 0.02% | +938 | New |
| Trust Co of Vermont | 950 | $101.6K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,004 | $107.3K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,067 | $114.1K | 0.00% | −470−30.6% | Reduced |
| Brown Brothers Harriman & Co | 1,086 | $116.1K | 0.00% | +296+37.5% | Added |
| Advisor Group Holdings, Inc. | 1,095 | $121.1K | 0.00% | −120−9.9% | Reduced |
| Sterling Capital Management LLC | 1,175 | $125.6K | 0.00% | −89−7.0% | Reduced |
| NBT Bank N A | 1,184 | $126.6K | 0.01% | 00.0% | Unchanged |
