| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $84 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $84 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $85 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $167 | 0.00% | +1+100.0% | Added |
| Davis Capital Management | 3 | $251 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $251 | 0.00% | +3 | New |
| Signaturefd, LLC | 5 | $419 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $502 | 0.00% | +2+50.0% | Added |
| Ankerstar Wealth, LLC | 6 | $506 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 7 | $586 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $586 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $670 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $670 | 0.00% | +5+166.7% | Added |
| Rossby Financial, LCC | 9 | $753 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $837 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 11 | $902 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $921 | 0.00% | −8−42.1% | Reduced |
| Spire Wealth Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 14 | $1.17K | 0.00% | +14 | New |
| Rialto Wealth Management, LLC | 15 | $1.26K | 0.00% | +2+15.4% | Added |
| UMA Financial Services, Inc. | 15 | $1.26K | 0.00% | +8+114.3% | Added |
| Transamerica Financial Advisors, Inc. | 15 | $1.26K | 0.00% | +15 | New |
| Creative Capital Management Investments LLC | 16 | $1.34K | 0.00% | +16 | New |
| Stone House Investment Management, LLC | 19 | $1.59K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 19 | $1.59K | 0.00% | +19 | New |
| Private Trust Co NA | 21 | $1.76K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 24 | $2.01K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 28 | $2.18K | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 27 | $2.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 27 | $2.26K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 28 | $2.35K | 0.00% | +28 | New |
| Pension & Wealth Management Advisors, Inc. | 36 | $3.01K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 41 | $3.45K | 0.00% | +9+28.1% | Added |
| Whittier Trust Co of Nevada Inc | 42 | $3.54K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 45 | $3.77K | 0.00% | −3−6.3% | Reduced |
| Trust Co of Vermont | 48 | $4.02K | 0.00% | +48 | New |
| Silver Grove Financial Group, Inc. | 52 | $4.35K | 0.00% | +52 | New |
| Essential Partners LLC | 54 | $4.52K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 56 | $4.69K | 0.00% | +1+1.8% | Added |
| Parkside Financial Bank & Trust | 58 | $4.86K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 66 | $5.53K | 0.00% | +22+50.0% | Added |
| Quarry LP | 69 | $5.78K | 0.00% | −93−57.4% | Reduced |
| Continuum Advisory, LLC | 70 | $5.86K | 0.00% | +70 | New |
| Creative Financial Designs Inc | 71 | $5.92K | 0.00% | +1+1.4% | Added |
| Keating Financial Advisory Services, Inc. | 71 | $5.94K | 0.00% | +1+1.4% | Added |
| Prestige Wealth Management Group LLC | 71 | $5.99K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 72 | $6.03K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 88 | $7.34K | 0.00% | +88 | New |
| Danske Bank A/S | 100 | $8.37K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 105 | $8.79K | 0.00% | +23+28.0% | Added |
| WPG Advisers, LLC | 119 | $9.96K | 0.01% | +9+8.2% | Added |
| SOA Wealth Advisors, LLC. | 128 | $10.7K | 0.00% | −99−43.6% | Reduced |
| Rothschild Investment LLC | 131 | $11.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 143 | $12.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 146 | $12.2K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 147 | $12.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 155 | $13.0K | 0.00% | +19+14.0% | Added |
| Mather Group, LLC. | 156 | $13.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 159 | $13.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 161 | $13.5K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 161 | $13.5K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 188 | $15.8K | 0.01% | +1+0.5% | Added |
| Nomura Asset Management Co Ltd | 200 | $16.7K | 0.00% | −290−59.2% | Reduced |
| SJS Investment Consulting Inc. | 226 | $18.9K | 0.00% | +219+3,128.6% | Added |
| Bare Financial Services, Inc | 242 | $20.3K | 0.00% | +111+84.7% | Added |
| Basecamp Wealth Advisors LLC | 249 | $20.8K | 0.00% | −24−8.8% | Reduced |
| Covestor Ltd | 253 | $21.0K | 0.01% | +133+110.8% | Added |
| Cedar Mountain Advisors, LLC | 298 | $24.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 302 | $25.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 306 | $25.6K | 0.00% | +21+7.4% | Added |
| Kemnay Advisory Services Inc. | 334 | $28.0K | 0.00% | +43+14.8% | Added |
| Piscataqua Savings Bank | 342 | $28.6K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 358 | $30.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 379 | $31.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 401 | $33.6K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 424 | $35.5K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 437 | $36.6K | 0.00% | +437 | New |
| Trust Co | 483 | $40.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 504 | $42.2K | 0.00% | +123+32.3% | Added |
| First Horizon Corp | 505 | $42.3K | 0.00% | −19−3.6% | Reduced |
| Smartleaf Asset Management LLC | 539 | $45.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 536 | $45.0K | 0.00% | −367−40.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 565 | $47.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 574 | $48.1K | 0.00% | +12+2.1% | Added |
| S&T Bank | 631 | $52.8K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 636 | $53.2K | 0.00% | +96+17.8% | Added |
| EverSource Wealth Advisors, LLC | 650 | $54.4K | 0.00% | −248−27.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 785 | $65.7K | 0.00% | +67+9.3% | Added |
| Tokio Marine Asset Management Co Ltd | 927 | $77.6K | 0.00% | +927 | New |
| Sterling Capital Management LLC | 989 | $82.8K | 0.00% | −675−40.6% | Reduced |
| GAMMA Investing LLC | 1,102 | $92.3K | 0.00% | +79+7.7% | Added |
| John W. Rosenthal Capital Management, Inc. | 1,500 | $125.6K | 0.11% | +1,500 | New |
| Farther Finance Advisors, LLC | 1,558 | $130.4K | 0.00% | +2+0.1% | Added |
| Global Retirement Partners, LLC | 1,655 | $138.6K | 0.00% | +1,655 | New |
| Nykredit A/S | 1,673 | $140.1K | 0.00% | +1,673 | New |
| Freestone Grove Partners LP | 1,744 | $146.0K | 0.00% | +1,744 | New |
| KBC Group NV | 1,780 | $149.0K | 0.00% | 00.0% | Unchanged |