| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 0 | $67 | 0.00% | 0 | Unchanged |
| Dunhill Financial, LLC | 1 | $130 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $252 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $252 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $253 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $253 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 1 | $253 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1 | $257 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $337 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $506 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 2 | $506 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $506 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $506 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $506 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 2 | $506 | 0.00% | +2 | New |
| South State Corp. | 3 | $759 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $759 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $759 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $759 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $759 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $759 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 4 | $946 | 0.00% | +4 | New |
| Albion Financial Group | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.52K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 6 | $1.52K | 0.00% | +6 | New |
| International Assets Investment Management, LLC | 6 | $1.52K | 0.00% | +6 | New |
| Sunrise Financial Services, LLC | 6 | $1.52K | 0.00% | +6 | New |
| Montag A & Associates Inc | 7 | $1.68K | 0.00% | −2−22.2% | Reduced |
| Sunbelt Securities, Inc. | 7 | $1.77K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $2.00K | 0.00% | −5−35.7% | Reduced |
| CoreCap Advisors, LLC | 8 | $2.02K | 0.00% | −23−74.2% | Reduced |
| Rialto Wealth Management, LLC | 8 | $2.02K | 0.00% | +1+14.3% | Added |
| Raffa Wealth Management, LLC | 9 | $2.28K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 9 | $2.28K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $2.28K | 0.00% | +2+28.6% | Added |
| SageView Advisory Group, LLC | 9 | $2.28K | 0.00% | +9 | New |
| ROSS\JOHNSON & Associates LLC | 10 | $2.53K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $2.53K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $2.54K | 0.00% | +2+25.0% | Added |
| Central Trust Co | 11 | $2.78K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 11 | $3.00K | 0.00% | +11 | New |
| WPG Advisers, LLC | 12 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $3.04K | 0.00% | +2+20.0% | Added |
| Steward Partners Investment Advisory, LLC | 12 | $3.04K | 0.00% | −46−79.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 13 | $3.29K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 13 | $3.29K | 0.00% | +12+1,200.0% | Added |
| Cranbrook Wealth Management, LLC | 15 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $4.05K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17 | $4.30K | 0.00% | −10−37.0% | Reduced |
| Solstein Capital, LLC | 17 | $4.30K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 17 | $4.30K | 0.00% | +17 | New |
| Medallion Wealth Advisors, LLC | 17 | $4.34K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $4.55K | 0.00% | +7+63.6% | Added |
| TD Private Client Wealth LLC | 19 | $4.80K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $4.81K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 20 | $5.06K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $5.31K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 22 | $5.56K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 24 | $6.07K | 0.00% | +22+1,100.0% | Added |
| Versant Capital Management, Inc | 26 | $6.58K | 0.00% | −5−16.1% | Reduced |
| Activest Wealth Management | 29 | $7.33K | 0.00% | +20+222.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 30 | $7.59K | 0.00% | +30 | New |
| Harbour Investments, Inc. | 33 | $8.35K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 36 | $9.11K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 40 | $10.1K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 40 | $10.1K | 0.00% | +40 | New |
| Salomon & Ludwin, LLC | 41 | $11.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 45 | $11.4K | 0.00% | +45 | New |
| Investors Research Corp | 50 | $12.6K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $12.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 58 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 59 | $14.9K | 0.00% | −228−79.4% | Reduced |
| GW&K Investment Management, LLC | 58 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 61 | $15.4K | 0.00% | +26+74.3% | Added |
| Retirement Wealth Solutions LLC | 66 | $16.7K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 72 | $18.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 80 | $20.2K | 0.01% | −3−3.6% | Reduced |
| Jones Financial Companies LLLP | 83 | $21.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 86 | $21.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 93 | $23.5K | 0.00% | +11+13.4% | Added |
| Truvestments Capital LLC | 95 | $24.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 96 | $24.3K | 0.00% | −9−8.6% | Reduced |
| Centerpoint Advisors, LLC | 98 | $25.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 100 | $25.3K | 0.00% | +13+14.9% | Added |
| Key Capital Management, INC | 100 | $25.3K | 0.03% | +100 | New |
| Ancora Advisors, LLC | 103 | $26.1K | 0.00% | +89+635.7% | Added |
| Atlas Capital Advisors LLC | 106 | $26.8K | 0.00% | +106 | New |
| Ronald Blue Trust, Inc. | 106 | $26.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 115 | $29.0K | 0.02% | +28+32.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 111 | $29.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 94 | $29.6K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 120 | $30.4K | 0.00% | +120 | New |
| Vega Investment Solutions | 128 | $32.4K | 0.01% | +128 | New |
| Penserra Capital Management LLC | 131 | $33.0K | 0.00% | +131 | New |
| Nomura Asset Management Co Ltd | 132 | $33.4K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 136 | $34.4K | 0.01% | −28−17.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 136 | $34.5K | 0.00% | +16+13.3% | Added |
| Prosperity Bancshares Inc | 142 | $35.9K | 0.03% | +142 | New |