| GW&K Investment Management, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $0 | 0.00% | +24 | New |
| Synergy Investment Management, LLC | 2 | $54 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $55 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 4 | $109 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 4 | $109 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 4 | $109 | 0.00% | +4 | New |
| NVWM, LLC | 5 | $136 | 0.00% | +5 | New |
| Garde Capital, Inc. | 5 | $137 | 0.00% | +5 | New |
| Activest Wealth Management | 6 | $163 | 0.00% | +6 | New |
| Ameriflex Group, Inc. | 7 | $191 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $191 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 7 | $191 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 7 | $191 | 0.00% | +7 | New |
| Eq Wealth Advisors, LLC | 7 | $191 | 0.00% | +7 | New |
| Colonial Trust Co | 8 | $218 | 0.00% | −15−65.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $244 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $245 | 0.00% | −16−64.0% | Reduced |
| Westside Investment Management, Inc. | 9 | $245 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $245 | 0.00% | +6+200.0% | Added |
| Carolinas Wealth Consulting LLC | 10 | $272 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 10 | $272 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $288 | 0.00% | +11 | New |
| HFM Investment Advisors, LLC | 11 | $300 | 0.00% | +11 | New |
| Financial Perspectives, Inc | 13 | $354 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $354 | 0.00% | +13 | New |
| Millstone Evans Group, LLC | 17 | $463 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $490 | 0.00% | −537−96.8% | Reduced |
| Hughes Financial Services, LLC | 19 | $513 | 0.00% | +19 | New |
| Binnacle Investments Inc | 23 | $626 | 0.00% | +23 | New |
| Abound Wealth Management | 23 | $627 | 0.00% | −42−64.6% | Reduced |
| Fortis Group Advisors, LLC | 25 | $681 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 28 | $762 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $777 | 0.00% | −31−54.4% | Reduced |
| ORG Partners LLC | 29 | $783 | 0.00% | +29 | New |
| Rialto Wealth Management, LLC | 29 | $790 | 0.00% | +29 | New |
| Atlantic Trust, LLC | 32 | $872 | 0.00% | +32 | New |
| Cornerstone Planning Group LLC | 33 | $875 | 0.00% | +33 | New |
| Capital Advisors, Ltd. LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 44 | $1.20K | 0.00% | +44 | New |
| WealthTrak Capital Management LLC | 45 | $1.23K | 0.00% | +45 | New |
| Private Wealth Asset Management, LLC | 48 | $1.31K | 0.00% | +48 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $1.44K | 0.00% | −7−11.7% | Reduced |
| Raffa Wealth Management, LLC | 57 | $1.55K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 62 | $1.69K | 0.00% | +43+226.3% | Added |
| SJS Investment Consulting Inc. | 63 | $1.72K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 65 | $1.77K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $1.77K | 0.00% | −61−93.8% | Reduced |
| Navigoe, LLC | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 76 | $2.00K | 0.00% | +76 | New |
| Sound Income Strategies, LLC | 77 | $2.10K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 81 | $2.21K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 87 | $2.37K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 90 | $2.45K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 100 | $2.73K | 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 | $3.05K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 124 | $3.38K | 0.00% | −1−0.8% | Reduced |
| Pinnacle Bancorp, Inc. | 135 | $3.67K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 138 | $3.76K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 149 | $4.06K | 0.02% | +149 | New |
| Colonial Trust Advisors | 150 | $4.08K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 159 | $4.34K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 168 | $4.57K | 0.00% | +137+441.9% | Added |
| Harbor Investment Advisory, LLC | 169 | $4.60K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 173 | $4.71K | 0.00% | +90+108.4% | Added |
| Whittier Trust Co | 186 | $5.06K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 186 | $5.06K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 192 | $5.23K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 196 | $5.33K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 197 | $5.36K | 0.00% | +197 | New |
| Addison Advisors LLC | 200 | $5.44K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 205 | $5.58K | 0.00% | −99−32.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 227 | $6.18K | 0.00% | +214+1,646.2% | Added |
| JFS Wealth Advisors, LLC | 260 | $7.08K | 0.00% | +3+1.2% | Added |
| Park Place Capital Corp | 266 | $7.24K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 268 | $7.29K | 0.00% | −132−33.0% | Reduced |
| CVA Family Office, LLC | 270 | $7.35K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 283 | $7.70K | 0.00% | −764−73.0% | Reduced |
| Smithfield Trust Co | 312 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 306 | $8.33K | 0.00% | +19+6.6% | Added |
| Global Financial Private Client, LLC | 310 | $8.44K | 0.00% | +38+14.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 340 | $9.26K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 345 | $9.39K | 0.00% | +345 | New |
| Private Wealth Management Group, LLC | 352 | $9.58K | 0.00% | +121+52.4% | Added |
| MV Capital Management, Inc. | 360 | $9.80K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 373 | $10.0K | 0.00% | −46−11.0% | Reduced |
| First Horizon Advisors, Inc. | 386 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 430 | $11.7K | 0.01% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 434 | $11.8K | 0.00% | +38+9.6% | Added |
| True Wealth Design, LLC | 453 | $12.3K | 0.00% | +266+142.2% | Added |
| Covestor Ltd | 487 | $13.0K | 0.01% | +11+2.3% | Added |
| Pacific Center for Financial Services | 505 | $13.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 655 | $17.8K | 0.00% | +511+354.9% | Added |
| Rothschild Investment LLC | 720 | $19.6K | 0.00% | +180+33.3% | Added |
| Hemington Wealth Management | 766 | $20.0K | 0.00% | +94+14.0% | Added |
| Evelyn Partners Investment Management LLP | 752 | $20.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 800 | $21.8K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 800 | $22.0K | 0.00% | 00.0% | Unchanged |