| Meeder Asset Management Inc | 1 | $36 | 0.00% | −354−99.7% | Reduced |
| TFC Financial Management | 3 | $109 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $109 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $109 | 0.00% | +3 | New |
| Perkins Coie Trust Co | 4 | $144 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 4 | $145 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4 | $145 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $181 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $182 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 6 | $217 | 0.00% | +6 | New |
| WPG Advisers, LLC | 8 | $290 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 8 | $290 | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 10 | $362 | 0.00% | −13−56.5% | Reduced |
| NVWM, LLC | 10 | $362 | 0.00% | +5+100.0% | Added |
| HFM Investment Advisors, LLC | 10 | $363 | 0.00% | +10 | New |
| ROSS\JOHNSON & Associates LLC | 11 | $398 | 0.01% | +11 | New |
| Rialto Wealth Management, LLC | 14 | $508 | 0.00% | +14 | New |
| Parkworth Wealth Management, Inc. | 15 | $543 | 0.00% | +3+25.0% | Added |
| Bell Investment Advisors, Inc | 17 | $616 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 18 | $619 | 0.00% | +6+50.0% | Added |
| Hughes Financial Services, LLC | 17 | $626 | 0.00% | +17 | New |
| Transce3nd, LLC | 18 | $652 | 0.00% | −25−58.1% | Reduced |
| CGC Financial Services, LLC | 18 | $652 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 19 | $688 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $725 | 0.00% | +1+5.3% | Added |
| Whipplewood Advisors, LLC | 13 | $761 | 0.00% | −8−38.1% | Reduced |
| Activest Wealth Management | 24 | $870 | 0.00% | +23+2,300.0% | Added |
| ORG Partners LLC | 24 | $883 | 0.00% | −478−95.2% | Reduced |
| Penserra Capital Management LLC | 54 | $1.00K | 0.00% | −1,650−96.8% | Reduced |
| Avion Wealth | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 28 | $1.01K | 0.00% | −4,573−99.4% | Reduced |
| Raffa Wealth Management, LLC | 28 | $1.01K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 29 | $1.08K | 0.00% | −127−81.4% | Reduced |
| Sachetta, LLC | 30 | $1.09K | 0.00% | −3−9.1% | Reduced |
| WealthTrak Capital Management LLC | 30 | $1.09K | 0.00% | +10+50.0% | Added |
| Rakuten Securities, Inc. | 30 | $1.09K | 0.00% | +30 | New |
| Valued Wealth Advisors LLC | 30 | $1.09K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 31 | $1.12K | 0.00% | +31 | New |
| Financial Management Professionals, Inc. | 33 | $1.20K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 34 | $1.23K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 35 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $1.45K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 42 | $1.52K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 43 | $1.56K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 44 | $1.59K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 44 | $1.60K | 0.00% | +33+300.0% | Added |
| Clark Wealth Partners | 45 | $1.63K | 0.00% | +4+9.8% | Added |
| True Wealth Design, LLC | 46 | $1.67K | 0.00% | +10+27.8% | Added |
| Private Wealth Asset Management, LLC | 46 | $1.67K | 0.00% | +46 | New |
| Global Financial Private Client, LLC | 55 | $1.99K | 0.00% | +39+243.8% | Added |
| Ogorek Anthony Joseph | 81 | $2.00K | 0.00% | +81 | New |
| SJS Investment Consulting Inc. | 56 | $2.03K | 0.00% | +7+14.3% | Added |
| South State Corp. | 56 | $2.03K | 0.00% | +56 | New |
| Cornerstone Planning Group LLC | 61 | $2.28K | 0.00% | +28+84.8% | Added |
| IAG Wealth Partners, LLC | 64 | $2.32K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 64 | $2.32K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 81 | $2.94K | 0.00% | +6+8.0% | Added |
| Semmax Financial Advisors Inc. | 79 | $2.97K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 83 | $3.02K | 0.00% | +83 | New |
| DT Investment Partners, LLC | 86 | $3.12K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 99 | $3.59K | 0.00% | +99 | New |
| MPWM Advisory Solutions, LLC | 102 | $3.70K | 0.00% | +1+1.0% | Added |
| SBI Securities Co., Ltd. | 105 | $3.80K | 0.00% | −1−0.9% | Reduced |
| Private Wealth Management Group, LLC | 105 | $3.81K | 0.00% | +73+228.1% | Added |
| Continuum Advisory, LLC | 114 | $4.13K | 0.00% | +114 | New |
| Glass Jacobson Investment Advisors llc | 139 | $4.41K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 148 | $5.35K | 0.00% | −11−6.9% | Reduced |
| Grove Bank & Trust | 150 | $5.43K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 152 | $5.49K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 158 | $5.72K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 159 | $5.76K | 0.00% | +20+14.4% | Added |
| Centennial Bank | 160 | $5.80K | 0.00% | −4−2.4% | Reduced |
| United Community Bank | 167 | $6.05K | 0.00% | +167 | New |
| Atlantic Trust, LLC | 174 | $6.30K | 0.00% | +174 | New |
| Key Financial Inc | 184 | $6.67K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 202 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 200 | $7.25K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $7.25K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 200 | $7.25K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 200 | $7.25K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 213 | $7.72K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 220 | $7.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 215 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 223 | $8.08K | 0.01% | +223 | New |
| Uniplan Investment Counsel, Inc. | 225 | $8.17K | 0.00% | +225 | New |
| Winch Advisory Services, LLC | 235 | $8.53K | 0.00% | +1+0.4% | Added |
| Versant Capital Management, Inc | 247 | $8.95K | 0.00% | +191+341.1% | Added |
| Trust Co of Vermont | 250 | $9.06K | 0.00% | +250 | New |
| Saudi Central Bank | 256 | $9.28K | 0.05% | +256 | New |
| Medallion Wealth Advisors, LLC | 258 | $9.48K | 0.00% | +2+0.8% | Added |
| Millstone Evans Group, LLC | 276 | $10.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 298 | $10.8K | 0.00% | +268+893.3% | Added |
| Costello Asset Management, INC | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 300 | $10.9K | 0.00% | +300 | New |
| Arlington Trust Co LLC | 300 | $10.9K | 0.00% | +300 | New |
| Smithfield Trust Co | 285 | $11.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 315 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 317 | $11.5K | 0.01% | −172−35.2% | Reduced |