| South State Corp. | 1 | $144 | 0.00% | −17−94.4% | Reduced |
| MV Capital Management, Inc. | 1 | $144 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1 | $144 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $144 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $144 | 0.00% | +1 | New |
| GWM Advisors LLC | 2 | $288 | 0.00% | −6−75.0% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $288 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $288 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $289 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $432 | 0.00% | +1+50.0% | Added |
| Principia Wealth Advisory, LLC | 3 | $432 | 0.00% | +2+200.0% | Added |
| NewSquare Capital LLC | 4 | $576 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $576 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $720 | 0.00% | +3+150.0% | Added |
| AdvisorNet Financial, Inc | 5 | $720 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $864 | 0.00% | −6−50.0% | Reduced |
| Rothschild Investment LLC | 6 | $864 | 0.00% | +5+500.0% | Added |
| Essential Partners LLC | 6 | $864 | 0.00% | +6 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.01K | 0.00% | +7 | New |
| Financial Network Wealth Advisors LLC | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 9 | $1.30K | 0.00% | +9 | New |
| Ameritas Advisory Services, LLC | 9 | $1.30K | 0.00% | +9 | New |
| Larson Financial Group LLC | 12 | $1.73K | 0.00% | −74−86.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $1.73K | 0.00% | +1+9.1% | Added |
| Bruce G. Allen Investments, LLC | 14 | $2.02K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14 | $2.02K | 0.00% | +14 | New |
| Brown, Lisle/Cummings, Inc. | 15 | $2.16K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15 | $2.16K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $2.16K | 0.00% | +15 | New |
| Zions Bancorporation, National Association | 16 | $2.30K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 16 | $2.30K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 21 | $3.02K | 0.00% | +5+31.3% | Added |
| Assetmark, Inc | 23 | $3.31K | 0.00% | −12−34.3% | Reduced |
| Millstone Evans Group, LLC | 24 | $3.46K | 0.00% | −23−48.9% | Reduced |
| Retirement Wealth Solutions LLC | 24 | $3.46K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $3.46K | 0.00% | +24 | New |
| Boreal Capital Management LLC | 24 | $3.46K | 0.00% | +24 | New |
| Farther Finance Advisors, LLC | 27 | $3.89K | 0.00% | +4+17.4% | Added |
| JFS Wealth Advisors, LLC | 28 | $4.03K | 0.00% | −12−30.0% | Reduced |
| High Note Wealth, LLC | 30 | $4.32K | 0.00% | −1−3.2% | Reduced |
| Orion Capital Management LLC | 30 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $4.46K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 31 | $4.46K | 0.00% | +31 | New |
| Highline Wealth Partners LLC | 32 | $4.61K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 37 | $5.33K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 42 | $6.05K | 0.00% | −1−2.3% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $6.19K | 0.00% | +4+10.3% | Added |
| Smartleaf Asset Management LLC | 45 | $6.52K | 0.00% | −58−56.3% | Reduced |
| Atlantic Trust, LLC | 48 | $6.91K | 0.00% | +7+17.1% | Added |
| Future Financial Wealth Managment LLC | 50 | $7.20K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 51 | $7.34K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 52 | $7.49K | 0.00% | +35+205.9% | Added |
| Wolff Wiese Magana LLC | 53 | $7.63K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 62 | $8.08K | 0.00% | +62 | New |
| Princeton Global Asset Management LLC | 60 | $8.64K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 64 | $9.00K | 0.01% | −145−69.4% | Reduced |
| Spire Wealth Management | 65 | $9.36K | 0.00% | −17−20.7% | Reduced |
| Hemington Wealth Management | 70 | $10.0K | 0.00% | +13+22.8% | Added |
| True Wealth Design, LLC | 80 | $11.5K | 0.00% | −10−11.1% | Reduced |
| Raffa Wealth Management, LLC | 80 | $11.5K | 0.00% | +72+900.0% | Added |
| Sound Income Strategies, LLC | 87 | $12.5K | 0.00% | 00.0% | Unchanged |
| Trust Co | 90 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 91 | $13.1K | 0.00% | +91 | New |
| Huntington National Bank | 93 | $13.4K | 0.00% | +68+272.0% | Added |
| Bangor Savings Bank | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 104 | $15.0K | 0.01% | −936−90.0% | Reduced |
| Caldwell Trust Co | 106 | $15.3K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $15.8K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 111 | $16.0K | 0.01% | +26+30.6% | Added |
| Rise Advisors, LLC | 117 | $16.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 120 | $17.3K | 0.00% | −106−46.9% | Reduced |
| Old Point Trust & Financial Services N A | 120 | $17.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 120 | $17.3K | 0.00% | +2+1.7% | Added |
| Parallel Advisors, LLC | 136 | $19.6K | 0.00% | −36−20.9% | Reduced |
| NBC Securities, Inc. | 140 | $20.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 140 | $20.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $21.2K | 0.00% | −1−100.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 156 | $22.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 161 | $23.2K | 0.00% | +5+3.2% | Added |
| Optiver Holding B.V. | 162 | $23.3K | 0.00% | +9+5.9% | Added |
| Plante Moran Financial Advisors, LLC | 165 | $23.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 177 | $25.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 191 | $27.5K | 0.00% | +24+14.4% | Added |
| Clean Yield Group | 200 | $28.8K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $28.8K | 0.00% | +100+100.0% | Added |
| Allworth Financial LP | 207 | $29.8K | 0.00% | +130+168.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 206 | $30.0K | 0.00% | +206 | New |
| Aster Capital Management (DIFC) Ltd | 217 | $31.2K | 0.01% | +217 | New |
| Ci Investments Inc. | 233 | $34.0K | 0.00% | −2−0.9% | Reduced |
| First Horizon Advisors, Inc. | 244 | $35.1K | 0.00% | −54−18.1% | Reduced |
| Arcadia Investment Management Corp | 250 | $36.0K | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 259 | $37.3K | 0.01% | +259 | New |
| SRS Capital Advisors, Inc. | 265 | $38.2K | 0.00% | +20+8.2% | Added |
| Abound Wealth Management | 309 | $44.5K | 0.01% | +189+157.5% | Added |
| Nomura Asset Management Co Ltd | 320 | $46.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 327 | $47.1K | 0.00% | +241+280.2% | Added |
| Trust Co of Toledo NA | 328 | $47.2K | 0.01% | +328 | New |
| Eukles Asset Management | 372 | $53.6K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 418 | $60.2K | 0.00% | +80+23.7% | Added |