| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 683 | $0 | 0.00% | +683 | New |
| Tfo-TDC, LLC | 2 | $139 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 18 | $624 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $763 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $832 | 0.00% | −6−20.0% | Reduced |
| SJS Investment Consulting Inc. | 27 | $936 | 0.00% | +1+3.8% | Added |
| Spire Wealth Management | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $1.04K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $1.07K | 0.00% | +31 | New |
| Washington Trust Co | 35 | $1.21K | 0.00% | +26+288.9% | Added |
| Stonebridge Capital Advisors LLC | 45 | $1.56K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 49 | $1.70K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 50 | $1.75K | 0.00% | +50 | New |
| Sandy Spring Bank | 55 | $1.91K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $2.00K | 0.00% | +18+60.0% | Added |
| Bollard Group LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 61 | $2.11K | 0.00% | +61 | New |
| Farmers & Merchants Investments Inc | 64 | $2.22K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 69,684 | $2.42K | 0.00% | +69,684 | New |
| Schubert & Co | 79 | $2.74K | 0.00% | +9+12.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 80 | $2.77K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 206 | $2.95K | 0.00% | +206 | New |
| Earnest Partners LLC | 86 | $2.98K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 86 | $3.00K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 87 | $3.02K | 0.00% | +87 | New |
| Beacon Capital Management, LLC | 98 | $3.40K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $3.47K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 110 | $3.81K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 116 | $4.02K | 0.00% | +116 | New |
| Global Retirement Partners, LLC | 138 | $4.78K | 0.00% | +138 | New |
| JFS Wealth Advisors, LLC | 143 | $4.96K | 0.00% | +4+2.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 155 | $5.37K | 0.00% | +155 | New |
| Crewe Advisors LLC | 178 | $6.17K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 182 | $6.31K | 0.00% | +182 | New |
| Armstrong Advisory Group, Inc | 200 | $6.93K | 0.00% | +200 | New |
| Huntington National Bank | 225 | $7.80K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 254 | $8.80K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 279 | $9.00K | 0.00% | −64−18.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 260 | $9.01K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 315 | $10.9K | 0.00% | +315 | New |
| Covestor Ltd | 356 | $12.0K | 0.01% | −2−0.6% | Reduced |
| Lindbrook Capital, LLC | 349 | $12.1K | 0.00% | +53+17.9% | Added |
| Accurate Wealth Management, LLC | 376 | $12.7K | 0.00% | +376 | New |
| Harbour Investments, Inc. | 398 | $13.8K | 0.00% | −126−24.0% | Reduced |
| BDO Wealth Advisors, LLC | 400 | $13.9K | 0.00% | −300−42.9% | Reduced |
| Anchor Investment Management, LLC | 400 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 397 | $14.0K | 0.00% | +60+17.8% | Added |
| MinichMacGregor Wealth Management, LLC | 450 | $15.6K | 0.01% | +450 | New |
| CWM, LLC | 476 | $16.0K | 0.00% | +12+2.6% | Added |
| Ancora Advisors, LLC | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $17.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 548 | $19.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 584 | $20.2K | 0.00% | −57−8.9% | Reduced |
| Banque Cantonale Vaudoise | 615 | $21.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 666 | $23.1K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 700 | $24.3K | 0.00% | +700 | New |
| Northwest Investment Counselors, LLC | 700 | $24.3K | 0.01% | +700 | New |
| Cary Street Partner Investment Advisory LLC | 720 | $25.0K | 0.00% | +720 | New |
| Geneos Wealth Management Inc. | 741 | $25.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,055 | $26.0K | 0.00% | +973+1,186.6% | Added |
| Deseret Mutual Benefit Administrators | 805 | $27.9K | 0.01% | −941−53.9% | Reduced |
| Quadrant Capital Group LLC | 894 | $31.0K | 0.00% | +139+18.4% | Added |
| Stephens Consulting, LLC | 1,000 | $34.7K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $34.7K | 0.00% | +1,000 | New |
| Toronto Dominion Bank | 1,000 | $35.0K | 0.00% | +1,000 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,100 | $38.0K | 0.00% | +17+1.6% | Added |
| Allworth Financial LP | 1,164 | $40.3K | 0.00% | +84+7.8% | Added |
| TCI Wealth Advisors, Inc. | 1,171 | $40.6K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,305 | $45.2K | 0.00% | +1,305 | New |
| Umb Bank N A | 1,314 | $46.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,382 | $47.9K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,569 | $54.4K | 0.01% | −37−2.3% | Reduced |
| Parallel Advisors, LLC | 1,700 | $58.9K | 0.00% | −136−7.4% | Reduced |
| Belpointe Asset Management LLC | 1,960 | $67.9K | 0.00% | +1,960 | New |
| Harvest Fund Management Co., Ltd | 3,007 | $104.0K | 0.03% | +3,007 | New |
| State of Wyoming | 3,254 | $112.8K | 0.04% | +3,254 | New |
| Convergence Investment Partners, LLC | 3,339 | $115.7K | 0.07% | +3,339 | New |
| Nomura Asset Management Co Ltd | 3,510 | $121.7K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,795 | $131.5K | 0.10% | −755−16.6% | Reduced |
| Pathstone Family Office, LLC | 10,269 | $136.5K | 0.00% | +10,269 | New |
| Tower Research Capital LLC (TRC) | 4,097 | $142.0K | 0.01% | −10,806−72.5% | Reduced |
| Farther Finance Advisors, LLC | 4,270 | $148.0K | 0.06% | +4,270 | New |
| Federation des caisses Desjardins du Quebec | 4,282 | $148.4K | 0.00% | −10,985−72.0% | Reduced |
| Pin Oak Investment Advisors Inc | 4,385 | $152.0K | 0.19% | 00.0% | Unchanged |
| South State Corp. | 5,500 | $190.6K | 0.02% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 5,825 | $201.9K | 0.08% | +5,825 | New |
| Main Street Financial Solutions, LLC | 5,831 | $202.0K | 0.03% | +5,831 | New |
| Greenleaf Trust | 5,871 | $203.0K | 0.00% | +5,871 | New |
| Kestra Private Wealth Services, LLC | 6,018 | $208.6K | 0.01% | +6,018 | New |
| Signaturefd, LLC | 6,082 | $210.8K | 0.01% | −53−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,150 | $213.2K | 0.00% | +6,150 | New |
| Vestmark Advisory Solutions, Inc. | 6,268 | $217.2K | 0.01% | +6,268 | New |
| Northwestern Mutual Wealth Management Co | 6,275 | $217.5K | 0.00% | −955−13.2% | Reduced |
| IFP Advisors, Inc | 4,508 | $219.0K | 0.01% | +1,139+33.8% | Added |
| Seelaus Asset Management LLC | 6,345 | $220.0K | 0.16% | +6,345 | New |
| MML Investors Services, LLC | 6,379 | $221.0K | 0.00% | +6,379 | New |