| GW&K Investment Management, LLC | 9 | $0 | 0.00% | −17−65.4% | Reduced |
| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2 | $55 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $56 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $83 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $83 | 0.00% | +3 | New |
| Trust Co of Vermont | 4 | $110 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4 | $113 | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 7 | $193 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 7 | $193 | 0.00% | +7 | New |
| Ameriflex Group, Inc. | 7 | $197 | 0.00% | +7 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $247 | 0.00% | −145−94.2% | Reduced |
| Westside Investment Management, Inc. | 9 | $248 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 10 | $275 | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 10 | $276 | 0.00% | −20−66.7% | Reduced |
| ESL Trust Services, LLC | 13 | $358 | 0.00% | +13 | New |
| Caitong International Asset Management Co., Ltd | 13 | $358 | 0.00% | +13 | New |
| Financial Perspectives, Inc | 13 | $358 | 0.00% | +13 | New |
| Marshall & Sterling Wealth Advisors Inc. | 13 | $358 | 0.00% | +13 | New |
| Colonial Trust Co | 23 | $389 | 0.00% | +23 | New |
| Sugar Maple Asset Management, LLC | 15 | $413 | 0.00% | +15 | New |
| Millstone Evans Group, LLC | 17 | $468 | 0.00% | +17 | New |
| Harbour Investments, Inc. | 19 | $523 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $689 | 0.00% | −17−40.5% | Reduced |
| Fortis Group Advisors, LLC | 25 | $689 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 28 | $771 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 28 | $777 | 0.00% | +28 | New |
| Geneos Wealth Management Inc. | 31 | $854 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 45 | $1.24K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 57 | $1.56K | 0.00% | −15−20.8% | Reduced |
| Raffa Wealth Management, LLC | 57 | $1.57K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 60 | $1.65K | 0.00% | +60 | New |
| SJS Investment Consulting Inc. | 63 | $1.74K | 0.00% | −10−13.7% | Reduced |
| TruNorth Capital Management, LLC | 65 | $1.79K | 0.00% | +65 | New |
| Whipplewood Advisors, LLC | 65 | $1.79K | 0.00% | +65 | New |
| Abound Wealth Management | 65 | $1.79K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 104 | $2.00K | 0.00% | +104 | New |
| Sound Income Strategies, LLC | 77 | $2.12K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 78 | $2.15K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 81 | $2.23K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 83 | $2.29K | 0.00% | +78+1,560.0% | Added |
| WPG Advisers, LLC | 87 | $2.40K | 0.00% | +87 | New |
| Venturi Wealth Management, LLC | 89 | $2.45K | 0.00% | −993−91.8% | Reduced |
| Albion Financial Group | 90 | $2.48K | 0.00% | +90 | New |
| Sachetta, LLC | 100 | $2.75K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 112 | $3.08K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 125 | $3.44K | 0.00% | −15−10.7% | Reduced |
| Private Trust Co NA | 125 | $3.44K | 0.00% | +26+26.3% | Added |
| Pinnacle Bancorp, Inc. | 135 | $3.72K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 138 | $3.80K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 144 | $3.97K | 0.00% | +132+1,100.0% | Added |
| Colonial Trust Advisors | 150 | $4.13K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 159 | $4.38K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 169 | $4.65K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 186 | $5.12K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 186 | $5.12K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 187 | $5.15K | 0.00% | +3+1.6% | Added |
| Hexagon Capital Partners LLC | 192 | $5.29K | 0.00% | +192 | New |
| Grove Bank & Trust | 196 | $5.40K | 0.00% | +101+106.3% | Added |
| Addison Advisors LLC | 200 | $5.51K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 231 | $6.36K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 235 | $6.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 257 | $7.08K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 266 | $7.33K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 270 | $7.44K | 0.00% | −28−9.4% | Reduced |
| Global Financial Private Client, LLC | 272 | $7.49K | 0.00% | +17+6.7% | Added |
| Bell Investment Advisors, Inc | 287 | $7.90K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 312 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 304 | $8.37K | 0.00% | −5−1.6% | Reduced |
| Zions Bancorporation, N.A. | 340 | $9.36K | 0.00% | −90−20.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 340 | $9.36K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 360 | $9.91K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 386 | $10.6K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 396 | $10.9K | 0.00% | +396 | New |
| Lazard Asset Management LLC | 419 | $11.0K | 0.00% | +419 | New |
| Spire Wealth Management | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 430 | $11.9K | 0.01% | +430 | New |
| Covestor Ltd | 476 | $13.0K | 0.01% | −2,930−86.0% | Reduced |
| Pacific Center for Financial Services | 505 | $13.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 517 | $14.2K | 0.00% | +8+1.6% | Added |
| Rothschild Investment LLC | 540 | $14.9K | 0.00% | −5−0.9% | Reduced |
| Versant Capital Management, Inc | 544 | $15.0K | 0.00% | +414+318.5% | Added |
| CKW Financial Group | 562 | $15.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 545 | $15.0K | 0.00% | +545 | New |
| Rise Advisors, LLC | 555 | $15.3K | 0.01% | +2+0.4% | Added |
| Massmutual Trust Co FSB | 582 | $16.0K | 0.00% | −615−51.4% | Reduced |
| Huntington National Bank | 615 | $16.9K | 0.00% | +16+2.7% | Added |
| Hemington Wealth Management | 672 | $18.0K | 0.00% | +103+18.1% | Added |
| Evelyn Partners Investment Management LLP | 752 | $20.7K | 0.00% | +752 | New |
| CIBC Private Wealth Group, LLC | 781 | $21.5K | 0.00% | −325−29.4% | Reduced |
| Close Asset Management Ltd | 800 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 800 | $22.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 826 | $22.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 931 | $25.6K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 959 | $26.0K | 0.00% | +959 | New |
| Cromwell Holdings LLC | 959 | $26.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,019 | $28.1K | 0.00% | 00.0% | Unchanged |