| Rothschild Investment LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2 | $270 | 0.00% | +2 | New |
| Greenline Partners, LLC | 2 | $270 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $270 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $270 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $271 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $272 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $406 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $406 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $406 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $512 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4 | $541 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $677 | 0.00% | +5 | New |
| Bare Financial Services, Inc | 6 | $811 | 0.00% | +6 | New |
| Binnacle Investments Inc | 7 | $946 | 0.00% | +7 | New |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8 | $1.11K | 0.00% | −10−55.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $1.35K | 0.00% | −2,900−99.7% | Reduced |
| Harbor Investment Advisory, LLC | 13 | $1.76K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 17 | $2.00K | 0.00% | +17 | New |
| SBI Securities Co., Ltd. | 16 | $2.16K | 0.00% | −2−11.1% | Reduced |
| SJS Investment Consulting Inc. | 18 | $2.43K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $2.43K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22 | $2.98K | 0.00% | −58−72.5% | Reduced |
| Avion Wealth | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 25 | $3.38K | 0.00% | −7−21.9% | Reduced |
| Atlantic Trust, LLC | 25 | $3.38K | 0.00% | +25 | New |
| Cary Street Partner Investment Advisory LLC | 25 | $3.38K | 0.00% | +25 | New |
| Grove Bank & Trust | 27 | $3.65K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 28 | $4.00K | 0.00% | +28 | New |
| Brown Brothers Harriman & Co | 32 | $4.33K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $4.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $4.95K | 0.00% | +38 | New |
| Park Square Financial Group, LLC | 37 | $5.00K | 0.00% | −19−33.9% | Reduced |
| Global Financial Private Client, LLC | 39 | $5.27K | 0.00% | +9+30.0% | Added |
| Gen-Wealth Partners Inc | 40 | $5.41K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 40 | $5.41K | 0.00% | −15−27.3% | Reduced |
| JNBA Financial Advisors | 40 | $5.41K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 42 | $5.68K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 42 | $5.68K | 0.00% | +8+23.5% | Added |
| Nova Wealth Management, Inc. | 42 | $5.68K | 0.00% | +42 | New |
| Prestige Wealth Management Group LLC | 46 | $6.22K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $6.76K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 427 | $6.90K | 0.00% | +376+737.3% | Added |
| True Wealth Design, LLC | 56 | $7.57K | 0.00% | +56 | New |
| Private Trust Co NA | 60 | $8.11K | 0.00% | +9+17.6% | Added |
| JFS Wealth Advisors, LLC | 61 | $8.25K | 0.00% | −6−9.0% | Reduced |
| Centennial Bank | 63 | $8.52K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 64 | $8.65K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 66 | $8.89K | 0.00% | +53+407.7% | Added |
| GW&K Investment Management, LLC | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 67 | $9.06K | 0.00% | +4+6.3% | Added |
| HHM Wealth Advisors, LLC | 70 | $9.46K | 0.00% | −2−2.8% | Reduced |
| Estabrook Capital Management | 70 | $9.46K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 72 | $9.73K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 78 | $10.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 82 | $11.1K | 0.00% | +82 | New |
| WealthCollab, LLC | 83 | $11.2K | 0.01% | +25+43.1% | Added |
| Larson Financial Group LLC | 89 | $12.0K | 0.00% | −20−18.3% | Reduced |
| Continuum Advisory, LLC | 91 | $12.3K | 0.00% | −16−15.0% | Reduced |
| AlphaCore Capital LLC | 91 | $12.3K | 0.00% | +91 | New |
| Quantbot Technologies LP | 93 | $12.6K | 0.00% | +93 | New |
| NBT Bank N A | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 107 | $14.0K | 0.00% | +31+40.8% | Added |
| Harvest Fund Management Co., Ltd | 111 | $15.0K | 0.00% | −3,258−96.7% | Reduced |
| Wayfinding Financial, LLC | 117 | $15.0K | 0.01% | +117 | New |
| WPG Advisers, LLC | 118 | $16.0K | 0.01% | +86+268.8% | Added |
| DT Investment Partners, LLC | 139 | $18.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 140 | $18.9K | 0.00% | +27+23.9% | Added |
| Fortitude Family Office, LLC | 142 | $19.2K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 145 | $19.6K | 0.00% | +145 | New |
| Princeton Global Asset Management LLC | 155 | $20.9K | 0.00% | +1+0.6% | Added |
| Rise Advisors, LLC | 156 | $21.1K | 0.01% | −39−20.0% | Reduced |
| United Community Bank | 160 | $21.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 164 | $22.2K | 0.00% | −24−12.8% | Reduced |
| Bessemer Group Inc | 166 | $23.0K | 0.00% | −161−49.2% | Reduced |
| Central Trust Co | 185 | $25.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 185 | $25.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 190 | $25.7K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 191 | $25.8K | 0.00% | +191 | New |
| Asset Dedication, LLC | 200 | $27.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 208 | $28.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 225 | $30.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 226 | $30.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 230 | $31.1K | 0.01% | +2+0.9% | Added |
| Ameriflex Group, Inc. | 240 | $32.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 247 | $33.4K | 0.00% | −1−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 258 | $34.9K | 0.00% | −99−27.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 265 | $35.8K | 0.00% | +265 | New |
| Key Financial Inc | 275 | $37.2K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 279 | $38.0K | 0.00% | +80+40.2% | Added |
| Ransom Advisory, Ltd | 300 | $40.6K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 300 | $40.6K | 0.00% | +300 | New |
| Costello Asset Management, INC | 300 | $40.6K | 0.02% | +300 | New |
| BOK Financial Private Wealth, Inc. | 314 | $42.5K | 0.00% | +134+74.4% | Added |
| Crews Bank & Trust | 346 | $46.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 346 | $46.8K | 0.01% | +101+41.2% | Added |