| Seneschal Advisors, LLC | 2 | $148 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 3 | $222 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $296 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 4 | $296 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $296 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5 | $370 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $370 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 5 | $378 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 6 | $444 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $517 | 0.00% | +3+75.0% | Added |
| Rialto Wealth Management, LLC | 8 | $592 | 0.00% | +5+166.7% | Added |
| Bogart Wealth, LLC | 8 | $592 | 0.00% | +8 | New |
| Manchester Capital Management LLC | 9 | $666 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $666 | 0.00% | +6+200.0% | Added |
| Sunbelt Securities, Inc. | 9 | $666 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 10 | $740 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $814 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $875 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 17 | $1.26K | 0.00% | +9+112.5% | Added |
| New Millennium Group LLC | 19 | $1.41K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 20 | $1.54K | 0.00% | +20 | New |
| Crews Bank & Trust | 21 | $1.55K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 24 | $1.78K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 28 | $2.07K | 0.00% | −18−39.1% | Reduced |
| Mather Group, LLC. | 30 | $2.22K | 0.00% | +30 | New |
| St Germain D J Co Inc | 35 | $2.59K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 36 | $2.66K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $2.74K | 0.00% | +16+76.2% | Added |
| Harbour Investments, Inc. | 42 | $3.11K | 0.00% | +5+13.5% | Added |
| Geneos Wealth Management Inc. | 43 | $3.18K | 0.00% | −25−36.8% | Reduced |
| Core Alternative Capital | 52 | $3.85K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 53 | $3.92K | 0.00% | +29+120.8% | Added |
| True Wealth Design, LLC | 53 | $3.92K | 0.00% | +27+103.8% | Added |
| Atlantic Trust, LLC | 58 | $4.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 59 | $4.37K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 66 | $4.88K | 0.00% | −29−30.5% | Reduced |
| Tidemark, LLC | 69 | $5.11K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 72 | $5.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $5.40K | 0.00% | −1−1.4% | Reduced |
| Logan Capital Management Inc | 75 | $5.55K | 0.00% | +75 | New |
| Pinnacle Bancorp, Inc. | 76 | $5.62K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 81 | $5.99K | 0.00% | 00.0% | Unchanged |
| Sycomore Asset Management | 700 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 84 | $6.21K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 83 | $6.40K | 0.00% | +29+53.7% | Added |
| Larson Financial Group LLC | 87 | $6.44K | 0.00% | +10+13.0% | Added |
| MTM Investment Management, LLC | 90 | $6.66K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $7.40K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 102 | $7.55K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 107 | $7.92K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 112 | $8.29K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 121 | $8.95K | 0.00% | +26+27.4% | Added |
| Essential Partners LLC | 123 | $9.10K | 0.00% | +32+35.2% | Added |
| Assetmark, Inc | 125 | $9.25K | 0.00% | −3−2.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 127 | $9.40K | 0.00% | +127 | New |
| Tradewinds Capital Management, LLC | 130 | $9.62K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 133 | $9.84K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 142 | $10.0K | 0.00% | +52+57.8% | Added |
| Smartleaf Asset Management LLC | 144 | $11.0K | 0.00% | +46+46.9% | Added |
| Ogorek Anthony Joseph | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 147 | $11.1K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 156 | $11.5K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 153 | $11.6K | 0.01% | +153 | New |
| Central Trust Co | 183 | $13.5K | 0.00% | +61+50.0% | Added |
| Parkside Financial Bank & Trust | 192 | $14.2K | 0.00% | +81+73.0% | Added |
| Trust Co of Toledo NA | 198 | $14.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 200 | $14.8K | 0.00% | +148+284.6% | Added |
| Financial Consulate, Inc | 200 | $14.8K | 0.00% | +200 | New |
| Kathleen S. Wright Associates Inc. | 205 | $15.2K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 230 | $17.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 231 | $17.1K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 238 | $17.6K | 0.00% | +238 | New |
| Contravisory Investment Management, Inc. | 256 | $18.9K | 0.00% | +256 | New |
| American Capital Advisory, LLC | 262 | $19.4K | 0.01% | +1+0.4% | Added |
| Public Employees Retirement System of Ohio | 271 | $20.1K | 0.00% | +77+39.7% | Added |
| Whittier Trust Co | 287 | $22.1K | 0.00% | −30−9.5% | Reduced |
| Costello Asset Management, INC | 300 | $22.2K | 0.01% | +300 | New |
| Root Financial Partners, LLC | 302 | $22.3K | 0.00% | +302 | New |
| Private Wealth Asset Management, LLC | 336 | $24.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 385 | $28.5K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 390 | $28.9K | 0.00% | −40−9.3% | Reduced |
| Nomura Asset Management Co Ltd | 480 | $35.5K | 0.00% | −2,539−84.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 486 | $36.0K | 0.00% | +486 | New |
| Acadian Asset Management LLC | 490 | $36.0K | 0.00% | +490 | New |
| Northwestern Mutual Wealth Management Co | 495 | $36.6K | 0.00% | +414+511.1% | Added |
| Rise Advisors, LLC | 515 | $38.1K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 516 | $38.2K | 0.00% | −5,765−91.8% | Reduced |
| Bokf, NA | 519 | $38.4K | 0.00% | +477+1,135.7% | Added |
| Wealthspire Advisors, LLC | 519 | $38.4K | 0.00% | +519 | New |
| Trust Co of Vermont | 525 | $38.8K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 550 | $40.7K | 0.01% | −6,536−92.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 558 | $41.3K | 0.00% | −31−5.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $45.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 661 | $48.9K | 0.04% | −7−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 663 | $49.1K | 0.00% | +4+0.6% | Added |
| Ronald Blue Trust, Inc. | 664 | $49.1K | 0.00% | +28+4.4% | Added |