| JTC Employer Solutions Trusteee Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Trust Co of Toledo NA | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $71 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $142 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $142 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $143 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3 | $214 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 3 | $214 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 5 | $356 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5 | $356 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $357 | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 6 | $370 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 6 | $428 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $428 | 0.00% | +3+100.0% | Added |
| Boyd Watterson Asset Management LLC | 7 | $499 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 7 | $499 | 0.00% | +4+133.3% | Added |
| Cornerstone Financial Management LLC | 7 | $499 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 8 | $570 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $570 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 8 | $570 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 8 | $570 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 9 | $641 | 0.00% | −117−92.9% | Reduced |
| Signaturefd, LLC | 10 | $712 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 12 | $854 | 0.00% | +12 | New |
| Bayban | 12 | $855 | 0.00% | +12 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $926 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 18 | $1.28K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 22 | $1.53K | 0.00% | +3+15.8% | Added |
| First Horizon Corp | 22 | $1.57K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 23 | $1.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 23 | $1.64K | 0.00% | +23 | New |
| Massmutual Trust Co FSB | 24 | $1.71K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 24 | $1.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $1.71K | 0.00% | +4+20.0% | Added |
| Eastern Bank | 26 | $1.85K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $1.99K | 0.00% | +19+211.1% | Added |
| Innovative Asset Advisors Group, LLC | 31 | $2.21K | 0.00% | +31 | New |
| Legend Capital Advisors LLC | 32 | $2.28K | 0.00% | +32 | New |
| WPG Advisers, LLC | 36 | $2.56K | 0.00% | −11−23.4% | Reduced |
| Sapience Investments, LLC | 36 | $2.56K | 0.33% | +36 | New |
| Ares Financial Consulting, LLC | 36 | $2.60K | 0.00% | +36 | New |
| HHM Wealth Advisors, LLC | 39 | $2.78K | 0.00% | +39 | New |
| Basecamp Wealth Advisors LLC | 40 | $2.85K | 0.00% | −75−65.2% | Reduced |
| MAI Capital Management | 40 | $2.85K | 0.00% | +27+207.7% | Added |
| Smallwood Wealth Investment Management, LLC | 41 | $2.92K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 42 | $2.99K | 0.00% | +42 | New |
| Caitong International Asset Management Co., Ltd | 44 | $3.13K | 0.00% | +43+4,300.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 45 | $3.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $3.49K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 52 | $3.67K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 59 | $4.20K | 0.00% | −11−15.7% | Reduced |
| United Financial Planning Group LLC | 62 | $4.42K | 0.00% | +62 | New |
| Keating Financial Advisory Services, Inc. | 64 | $4.56K | 0.00% | +52+433.3% | Added |
| GWM Advisors LLC | 70 | $4.99K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 73 | $5.20K | 0.00% | +20+37.7% | Added |
| Sound Income Strategies, LLC | 73 | $5.28K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 83 | $5.91K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 83 | $6.00K | 0.00% | +16+23.9% | Added |
| Rothschild Investment LLC | 88 | $6.27K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 95 | $6.76K | 0.00% | +77+427.8% | Added |
| CoreCap Advisors, LLC | 98 | $6.98K | 0.00% | −9−8.4% | Reduced |
| Cedar Mountain Advisors, LLC | 98 | $6.98K | 0.00% | +91+1,300.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 116 | $8.26K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 122 | $9.02K | 0.00% | −54−30.7% | Reduced |
| Root Financial Partners, LLC | 141 | $10.0K | 0.00% | +39+38.2% | Added |
| Northwestern Mutual Wealth Management Co | 141 | $10.0K | 0.00% | +49+53.3% | Added |
| Armstrong Advisory Group, Inc | 141 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 149 | $11.0K | 0.00% | +65+77.4% | Added |
| Bare Financial Services, Inc | 160 | $11.4K | 0.00% | +15+10.3% | Added |
| City State Bank | 160 | $11.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 163 | $11.8K | 0.00% | −24−12.8% | Reduced |
| Geneos Wealth Management Inc. | 195 | $13.9K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 207 | $14.7K | 0.00% | −30,670−99.3% | Reduced |
| Umb Bank N A | 212 | $15.1K | 0.00% | +6+2.9% | Added |
| McMillan Office, Inc. | 216 | $15.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 224 | $15.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 226 | $16.1K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 231 | $16.5K | 0.00% | +231 | New |
| Center for Financial Planning, Inc. | 246 | $17.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 259 | $18.4K | 0.00% | +55+27.0% | Added |
| Hartford Financial Management Inc. | 260 | $18.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 264 | $18.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 273 | $19.4K | 0.00% | +65+31.3% | Added |
| Ronald Blue Trust, Inc. | 317 | $22.6K | 0.00% | −140−30.6% | Reduced |
| Oakworth Capital, Inc. | 350 | $24.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 416 | $29.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 500 | $35.6K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 520 | $37.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 559 | $39.8K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 561 | $40.0K | 0.00% | 00.0% | Unchanged |