| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $105 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $105 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $105 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $105 | 0.00% | +1 | New |
| ORG Partners LLC | 1 | $109 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 2 | $210 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $210 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $210 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $210 | 0.00% | +2 | New |
| Washington Trust Advisors, Inc. | 2 | $230 | 0.00% | −47−95.9% | Reduced |
| Cornerstone Planning Group LLC | 2 | $241 | 0.00% | −15−88.2% | Reduced |
| Atlantic Trust, LLC | 3 | $315 | 0.00% | −25−89.3% | Reduced |
| Clark Wealth Partners | 3 | $315 | 0.00% | +3 | New |
| Zions Bancorporation, National Association | 4 | $419 | 0.00% | −4−50.0% | Reduced |
| Rise Advisors, LLC | 4 | $419 | 0.00% | −4−50.0% | Reduced |
| Sierra Ocean, LLC | 4 | $419 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $419 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $419 | 0.00% | +2+100.0% | Added |
| Rialto Wealth Management, LLC | 4 | $420 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $453 | 0.00% | −8−66.7% | Reduced |
| Raffa Wealth Management, LLC | 5 | $524 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $524 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $524 | 0.00% | +3+150.0% | Added |
| Wolff Wiese Magana LLC | 5 | $525 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $525 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 6 | $629 | 0.00% | −4−40.0% | Reduced |
| NewSquare Capital LLC | 6 | $629 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $734 | 0.00% | −4−36.4% | Reduced |
| Private Trust Co NA | 7 | $734 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $734 | 0.00% | +7 | New |
| Pinnacle Bancorp, Inc. | 9 | $944 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 9 | $944 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 11 | $1.00K | 0.00% | +2+22.2% | Added |
| Picton Mahoney Asset Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 10 | $1.05K | 0.00% | +10 | New |
| MV Capital Management, Inc. | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 11 | $1.15K | 0.00% | +11 | New |
| First Horizon Advisors, Inc. | 12 | $1.26K | 0.00% | +11+1,100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 15 | $1.57K | 0.00% | +15 | New |
| TFC Financial Management | 17 | $1.78K | 0.00% | −1−5.6% | Reduced |
| TD Capital Management LLC | 19 | $1.99K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 20 | $2.10K | 0.00% | −100−83.3% | Reduced |
| Whittier Trust Co | 22 | $2.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $2.52K | 0.00% | −4−14.3% | Reduced |
| Global Retirement Partners, LLC | 24 | $2.52K | 0.00% | +24 | New |
| First Community Trust NA | 25 | $2.62K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 28 | $2.94K | 0.00% | −40−58.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 30 | $3.18K | 0.00% | −31−50.8% | Reduced |
| JFS Wealth Advisors, LLC | 31 | $3.25K | 0.00% | −16−34.0% | Reduced |
| Financial Management Professionals, Inc. | 32 | $3.35K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 27 | $3.40K | 0.00% | +27 | New |
| Clear Street Markets LLC | 35 | $3.67K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 36 | $3.77K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 36 | $3.77K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 37 | $3.88K | 0.00% | −9−19.6% | Reduced |
| CoreCap Advisors, LLC | 37 | $3.88K | 0.00% | +9+32.1% | Added |
| Highline Wealth Partners LLC | 38 | $3.98K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 43 | $4.51K | 0.00% | +43 | New |
| Private Wealth Management Group, LLC | 43 | $4.51K | 0.00% | +29+207.1% | Added |
| Capital Advisors, Ltd. LLC | 50 | $5.00K | 0.00% | −1−2.0% | Reduced |
| West Branch Capital LLC | 49 | $5.14K | 0.00% | −1−2.0% | Reduced |
| South State Corp. | 50 | $5.24K | 0.00% | −42−45.7% | Reduced |
| DekaBank Deutsche Girozentrale | 53 | $6.00K | 0.00% | +7+15.2% | Added |
| Manchester Capital Management LLC | 58 | $6.08K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 60 | $6.29K | 0.00% | +47+361.5% | Added |
| Parkside Financial Bank & Trust | 64 | $6.71K | 0.00% | −28−30.4% | Reduced |
| Hemington Wealth Management | 69 | $7.00K | 0.00% | −18−20.7% | Reduced |
| Ronald Blue Trust, Inc. | 68 | $7.13K | 0.00% | −83−55.0% | Reduced |
| Private Wealth Asset Management, LLC | 68 | $7.13K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 68 | $7.13K | 0.00% | +67+6,700.0% | Added |
| Massmutual Trust Co FSB | 70 | $7.34K | 0.00% | −6−7.9% | Reduced |
| Tortoise Investment Management, LLC | 72 | $7.55K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 79 | $8.28K | 0.01% | −92−53.8% | Reduced |
| Stone House Investment Management, LLC | 79 | $8.28K | 0.00% | +79 | New |
| Principal Securities, Inc. | 97 | $10.2K | 0.00% | +58+148.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 106 | $11.0K | 0.00% | −253−70.5% | Reduced |
| Spire Wealth Management | 109 | $11.4K | 0.00% | +7+6.9% | Added |
| MAI Capital Management | 112 | $11.7K | 0.00% | +20+21.7% | Added |
| Traub Capital Management LLC | 130 | $13.6K | 0.01% | +130 | New |
| Byrne Asset Management LLC | 131 | $13.7K | 0.01% | −98−42.8% | Reduced |
| Clearstead Advisors, LLC | 133 | $13.9K | 0.00% | +133 | New |
| IFP Advisors, Inc | 0 | $14.5K | 0.00% | −34−100.0% | Reduced |
| NBC Securities, Inc. | 144 | $15.0K | 0.00% | +40+38.5% | Added |
| Onefund, LLC | 140 | $15.0K | 0.01% | +140 | New |
| MUFG Securities EMEA plc | 154 | $16.1K | 0.00% | +154 | New |
| TD Private Client Wealth LLC | 157 | $16.5K | 0.00% | −13−7.6% | Reduced |
| SRS Capital Advisors, Inc. | 165 | $17.3K | 0.00% | −37−18.3% | Reduced |
| Altshuler Shaham Ltd | 175 | $18.3K | 0.00% | +175 | New |
| Investors Research Corp | 181 | $19.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 190 | $19.9K | 0.00% | −14−6.9% | Reduced |
| Sentry Investment Management LLC | 181 | $20.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 202 | $21.2K | 0.00% | −149−42.5% | Reduced |
| Brown Brothers Harriman & Co | 203 | $21.3K | 0.00% | +151+290.4% | Added |
| Rothschild Investment LLC | 205 | $21.5K | 0.00% | +9+4.6% | Added |
| Northwestern Mutual Wealth Management Co | 209 | $21.9K | 0.00% | −68−24.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 225 | $23.6K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 226 | $23.7K | 0.00% | −17−7.0% | Reduced |
| Deseret Mutual Benefit Administrators | 227 | $23.8K | 0.01% | 00.0% | Unchanged |