| Ronald Blue Trust, Inc. | 0 | $57 | 0.00% | −12−100.0% | Reduced |
| Highline Wealth Partners LLC | 1 | $131 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $131 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 2 | $262 | 0.00% | −7−77.8% | Reduced |
| Whipplewood Advisors, LLC | 2 | $262 | 0.00% | −16−88.9% | Reduced |
| NewSquare Capital LLC | 2 | $262 | 0.00% | +2 | New |
| Accredited Wealth Management, LLC | 2 | $263 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $263 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $263 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $393 | 0.00% | +3 | New |
| Kimelman & Baird, LLC | 3 | $394 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $394 | 0.00% | +1+50.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $394 | 0.00% | +2+200.0% | Added |
| Rialto Wealth Management, LLC | 3 | $394 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $394 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $525 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $656 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 6 | $787 | 0.00% | −9−60.0% | Reduced |
| Talon Private Wealth, LLC | 6 | $787 | 0.00% | +6 | New |
| Sierra Ocean, LLC | 7 | $918 | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 7 | $918 | 0.00% | +7 | New |
| Hemington Wealth Management | 14 | $1.00K | 0.00% | +9+180.0% | Added |
| Glen Eagle Advisors, LLC | 8 | $1.05K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $1.05K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 9 | $1.18K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $1.31K | 0.00% | −15−60.0% | Reduced |
| Manchester Capital Management LLC | 10 | $1.31K | 0.00% | −2−16.7% | Reduced |
| Cromwell Holdings LLC | 10 | $1.31K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 11 | $1.44K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $2.10K | 0.00% | −6−27.3% | Reduced |
| Harbour Investments, Inc. | 19 | $2.49K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 19 | $2.49K | 0.00% | +19 | New |
| Fairman Group, LLC | 20 | $2.62K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 20 | $2.62K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $2.62K | 0.00% | +4+25.0% | Added |
| Ameritas Advisory Services, LLC | 21 | $2.75K | 0.00% | +21 | New |
| Ancora Advisors, LLC | 23 | $3.02K | 0.00% | +23 | New |
| Twin Peaks Wealth Advisors, LLC | 24 | $3.31K | 0.00% | +24 | New |
| GPS Wealth Strategies Group, LLC | 31 | $4.07K | 0.00% | +1+3.3% | Added |
| SBI Securities Co., Ltd. | 32 | $4.20K | 0.00% | +17+113.3% | Added |
| Pier Capital, LLC | 33 | $4.33K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 39 | $5.12K | 0.00% | −17−30.4% | Reduced |
| Meeder Asset Management Inc | 40 | $5.25K | 0.00% | +40 | New |
| Cherry Tree Wealth Management, LLC | 41 | $5.38K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 45 | $5.90K | 0.00% | −1−2.2% | Reduced |
| Farmers & Merchants Investments Inc | 46 | $6.03K | 0.00% | +4+9.5% | Added |
| Fortitude Family Office, LLC | 46 | $6.03K | 0.00% | +46 | New |
| South State Corp. | 48 | $6.30K | 0.00% | −13−21.3% | Reduced |
| Fortis Group Advisors, LLC | 50 | $6.56K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 52 | $6.82K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $7.21K | 0.00% | +55 | New |
| Principal Securities, Inc. | 58 | $7.61K | 0.00% | +4+7.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58 | $7.61K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 60 | $7.87K | 0.00% | +45+300.0% | Added |
| Smithfield Trust Co | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 61 | $8.00K | 0.00% | −42−40.8% | Reduced |
| Farther Finance Advisors, LLC | 63 | $8.25K | 0.00% | +35+125.0% | Added |
| Larson Financial Group LLC | 63 | $8.26K | 0.00% | −139−68.8% | Reduced |
| Cornerstone Planning Group LLC | 62 | $8.42K | 0.00% | −8−11.4% | Reduced |
| TD Waterhouse Canada Inc. | 65 | $8.65K | 0.00% | +25+62.5% | Added |
| Golden State Wealth Management, LLC | 67 | $8.79K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 71 | $9.31K | 0.01% | −384−84.4% | Reduced |
| Capital A Wealth Management, LLC | 46 | $9.80K | 0.11% | +46 | New |
| West Branch Capital LLC | 75 | $9.84K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 78 | $10.2K | 0.00% | −70−47.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 84 | $11.0K | 0.00% | +84 | New |
| Whittier Trust Co | 88 | $11.5K | 0.00% | −9−9.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 109 | $14.2K | 0.00% | −19−14.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 110 | $14.5K | 0.00% | −329−74.9% | Reduced |
| GeoWealth Management, LLC | 117 | $15.3K | 0.00% | +117 | New |
| Covestor Ltd | 123 | $16.0K | 0.01% | +2+1.7% | Added |
| Assetmark, Inc | 131 | $17.2K | 0.00% | −55−29.6% | Reduced |
| Rise Advisors, LLC | 135 | $17.7K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 137 | $18.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 138 | $18.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 149 | $19.5K | 0.00% | −516−77.6% | Reduced |
| Ridgewood Investments LLC | 152 | $19.9K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 161 | $21.1K | 0.00% | +161 | New |
| Ci Investments Inc. | 167 | $22.0K | 0.00% | −21−11.2% | Reduced |
| Capital Advisors, Ltd. LLC | 165 | $22.0K | 0.00% | +112+211.3% | Added |
| Bessemer Group Inc | 174 | $23.0K | 0.00% | −322−64.9% | Reduced |
| Central Trust Co | 198 | $26.0K | 0.00% | −11−5.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 200 | $26.2K | 0.00% | +200 | New |
| IFP Advisors, Inc | 196 | $27.0K | 0.00% | +170+653.8% | Added |
| Huntington National Bank | 208 | $27.3K | 0.00% | −26−11.1% | Reduced |
| Jones Financial Companies LLLP | 210 | $27.4K | 0.00% | −82−28.1% | Reduced |
| GW&K Investment Management, LLC | 225 | $29.0K | 0.00% | −400−64.0% | Reduced |
| Nisa Investment Advisors, LLC | 255 | $33.5K | 0.00% | −189−42.6% | Reduced |
| Geneos Wealth Management Inc. | 273 | $35.8K | 0.00% | +7+2.6% | Added |
| Hantz Financial Services, Inc. | 271 | $36.0K | 0.00% | −739−73.2% | Reduced |
| Prestige Wealth Management Group LLC | 300 | $39.4K | 0.01% | −225−42.9% | Reduced |
| MAI Capital Management | 314 | $41.2K | 0.00% | +14+4.7% | Added |
| First Horizon Advisors, Inc. | 345 | $45.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 373 | $49.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 388 | $50.9K | 0.00% | +150+63.0% | Added |
| Nomura Asset Management Co Ltd | 410 | $53.8K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 411 | $53.9K | 0.05% | −821−66.6% | Reduced |
