| Plante Moran Financial Advisors, LLC | 1 | $121 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $242 | 0.00% | −5−71.4% | Reduced |
| JJJ Advisors Inc. | 2 | $243 | 0.00% | +2 | New |
| My Personal CFO, LLC | 3 | $362 | 0.00% | +3 | New |
| North Star Investment Management Corp. | 5 | $603 | 0.00% | +5 | New |
| Brown Brothers Harriman & Co | 6 | $723 | 0.00% | −41−87.2% | Reduced |
| MCF Advisors LLC | 6 | $723 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 20 | $988 | 0.00% | +20 | New |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 12 | $1.45K | 0.00% | +12 | New |
| Trifecta Capital Advisors, LLC | 14 | $1.69K | 0.00% | +14 | New |
| Washington Trust Advisors, Inc. | 15 | $1.81K | 0.00% | −475−96.9% | Reduced |
| Key Financial Inc | 20 | $1.99K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 18 | $2.00K | 0.00% | −9−33.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 20 | $2.41K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 22 | $2.65K | 0.00% | +22 | New |
| Carolinas Wealth Consulting LLC | 22 | $2.70K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $2.89K | 0.00% | +1+4.3% | Added |
| Allworth Financial LP | 24 | $2.89K | 0.00% | +13+118.2% | Added |
| Crewe Advisors LLC | 26 | $3.13K | 0.00% | −72−73.5% | Reduced |
| SJS Investment Consulting Inc. | 27 | $3.25K | 0.00% | +6+28.6% | Added |
| Accurate Wealth Management, LLC | 29 | $3.52K | 0.00% | +29 | New |
| Piscataqua Savings Bank | 33 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $4.46K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 37 | $4.46K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 37 | $4.46K | 0.00% | +37 | New |
| MV Capital Management, Inc. | 39 | $4.70K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 47 | $5.67K | 0.00% | +47 | New |
| Belpointe Asset Management LLC | 51 | $6.15K | 0.00% | +51 | New |
| TCI Wealth Advisors, Inc. | 52 | $6.27K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,362 | $6.67K | 0.00% | +421+3.8% | Added |
| Earnest Partners LLC | 56 | $6.75K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $7.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $7.59K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 67 | $8.00K | 0.00% | +67 | New |
| Delta Asset Management LLC | 78 | $9.40K | 0.00% | +78 | New |
| Schubert & Co | 83 | $10.0K | 0.01% | +17+25.8% | Added |
| Clear Street Markets LLC | 92 | $11.0K | 0.00% | −5,543−98.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 98 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 97 | $12.0K | 0.00% | +6+6.6% | Added |
| Covestor Ltd | 98 | $12.0K | 0.01% | +98 | New |
| TD Private Client Wealth LLC | 100 | $12.1K | 0.00% | −6−5.7% | Reduced |
| Smithfield Trust Co | 109 | $13.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 126 | $15.0K | 0.01% | +126 | New |
| EverSource Wealth Advisors, LLC | 139 | $16.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 147 | $17.7K | 0.00% | +2+1.4% | Added |
| Washington Trust Co | 175 | $21.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 175 | $21.1K | 0.00% | +59+50.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 176 | $21.2K | 0.00% | +176 | New |
| Stonebridge Capital Advisors LLC | 190 | $22.9K | 0.00% | +190 | New |
| JFS Wealth Advisors, LLC | 199 | $24.0K | 0.00% | +1+0.5% | Added |
| Byrne Asset Management LLC | 200 | $24.1K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 210 | $25.3K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 218 | $26.3K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 236 | $27.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 225 | $27.1K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 235 | $28.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 245 | $29.5K | 0.01% | −210−46.2% | Reduced |
| Dividend Assets Capital, LLC | 247 | $30.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 255 | $30.7K | 0.00% | +73+40.1% | Added |
| Farther Finance Advisors, LLC | 272 | $32.8K | 0.01% | +272 | New |
| Cullen/Frost Bankers, Inc. | 291 | $35.1K | 0.00% | +67+29.9% | Added |
| Harbor Investment Advisory, LLC | 334 | $40.3K | 0.01% | +25+8.1% | Added |
| South State Corp. | 339 | $40.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 409 | $41.0K | 0.00% | +172+72.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 347 | $41.8K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 446 | $53.0K | 0.08% | +446 | New |
| Montag A & Associates Inc | 450 | $54.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 473 | $57.0K | 0.00% | −1−0.2% | Reduced |
| First Horizon Advisors, Inc. | 481 | $58.0K | 0.00% | −3−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 500 | $60.3K | 0.00% | +500 | New |
| Sargent Bickham Lagudis LLC | 503 | $60.6K | 0.00% | +1+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 507 | $61.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 540 | $65.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 562 | $68.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 562 | $68.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 597 | $72.0K | 0.00% | +36+6.4% | Added |
| Ellevest, Inc. | 599 | $72.2K | 0.01% | +151+33.7% | Added |
| Sentry Investment Management LLC | 617 | $74.0K | 0.03% | +44+7.7% | Added |
| Simplex Trading, LLC | 658 | $79.0K | 0.00% | +658 | New |
| Central Trust Co | 666 | $80.3K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 675 | $81.4K | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 720 | $86.8K | 0.00% | +720 | New |
| Salem Investment Counselors Inc | 728 | $87.8K | 0.00% | +728 | New |
| Ameliora Wealth Management Ltd. | 790 | $95.2K | 0.05% | 00.0% | Unchanged |
| Tobam | 844 | $102.0K | 0.01% | +844 | New |
| CWM, LLC | 928 | $112.0K | 0.00% | +6+0.7% | Added |
| Estabrook Capital Management | 933 | $112.5K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 947 | $114.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 959 | $115.6K | 0.01% | +959 | New |
| Bangor Savings Bank | 992 | $119.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,010 | $121.8K | 0.00% | −330−24.6% | Reduced |
| HM Payson & Co | 1,013 | $122.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,092 | $128.5K | 0.01% | −134−10.9% | Reduced |