| Eastern Bank | 1 | $158 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $317 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $317 | 0.00% | +2 | New |
| South State Corp. | 3 | $475 | 0.00% | −11−78.6% | Reduced |
| Larson Financial Group LLC | 3 | $475 | 0.00% | −6−66.7% | Reduced |
| SBI Securities Co., Ltd. | 3 | $475 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3 | $493 | 0.00% | −138−97.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $568 | 0.00% | +1+33.3% | Added |
| Raffa Wealth Management, LLC | 4 | $633 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $634 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 4 | $657 | 0.00% | +4 | New |
| Ares Financial Consulting, LLC | 5 | $791 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $949 | 0.00% | +2+50.0% | Added |
| Sunbelt Securities, Inc. | 6 | $950 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 6 | $950 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.11K | 0.00% | +3+75.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $1.42K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $1.58K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 11 | $1.74K | 0.00% | −567−98.1% | Reduced |
| Brown Brothers Harriman & Co | 11 | $1.74K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 12 | $1.90K | 0.00% | +12 | New |
| Turning Point Benefit Group, Inc. | 14 | $2.22K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $2.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.53K | 0.00% | +9+128.6% | Added |
| First Horizon Corp | 20 | $3.17K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 22 | $3.48K | 0.00% | −510−95.9% | Reduced |
| Assetmark, Inc | 23 | $3.64K | 0.00% | +12+109.1% | Added |
| Cranbrook Wealth Management, LLC | 24 | $3.80K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 26 | $4.12K | 0.00% | +26 | New |
| Wealth Enhancement Trust Services, Inc. | 28 | $4.43K | 0.00% | +28 | New |
| Atlantic Trust, LLC | 31 | $4.91K | 0.00% | +11+55.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 32 | $5.07K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 33 | $5.22K | 0.00% | +33 | New |
| Westend Capital Management, LLC | 35 | $5.54K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $5.54K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37 | $5.85K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 37 | $5.86K | 0.00% | +37 | New |
| WPG Advisers, LLC | 38 | $6.01K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 38 | $6.01K | 0.00% | +38 | New |
| Bell Investment Advisors, Inc | 39 | $6.17K | 0.00% | +7+21.9% | Added |
| Fortitude Family Office, LLC | 46 | $7.28K | 0.00% | −1−2.1% | Reduced |
| TD Private Client Wealth LLC | 49 | $7.76K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $7.92K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 52 | $8.23K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 52 | $8.23K | 0.00% | −8−13.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 55 | $8.71K | 0.00% | +55 | New |
| CVA Family Office, LLC | 59 | $9.34K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 63 | $10.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 70 | $11.1K | 0.00% | +5+7.7% | Added |
| UMA Financial Services, Inc. | 71 | $11.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 72 | $11.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 77 | $12.2K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 78 | $12.3K | 0.00% | +78 | New |
| Private Trust Co NA | 80 | $12.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 80 | $12.7K | 0.00% | +10+14.3% | Added |
| ZRC Wealth Management, LLC | 82 | $13.0K | 0.00% | +82 | New |
| JFS Wealth Advisors, LLC | 84 | $13.3K | 0.00% | +17+25.4% | Added |
| Roxbury Financial LLC | 85 | $13.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 86 | $13.6K | 0.00% | −6−6.5% | Reduced |
| Spire Wealth Management | 91 | $14.4K | 0.00% | −262−74.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $15.8K | 0.01% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 100 | $15.8K | 0.01% | +100 | New |
| Newbridge Financial Services Group, Inc. | 102 | $16.2K | 0.00% | +102 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 107 | $17.0K | 0.00% | −2−1.8% | Reduced |
| Matrix Trust Co | 106 | $17.0K | 0.00% | −1−0.9% | Reduced |
| Perkins Coie Trust Co | 112 | $17.7K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 121 | $19.2K | 0.01% | +121 | New |
| Parkside Financial Bank & Trust | 131 | $20.7K | 0.00% | +28+27.2% | Added |
| Altshuler Shaham Ltd | 148 | $23.4K | 0.00% | +148 | New |
| Basecamp Wealth Advisors LLC | 160 | $25.3K | 0.01% | +160 | New |
| Clearstead Advisors, LLC | 164 | $26.0K | 0.00% | −277−62.8% | Reduced |
| Navalign, LLC | 165 | $26.1K | 0.01% | +165 | New |
| Birchbrook, Inc. | 175 | $27.7K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 187 | $29.6K | 0.00% | +187 | New |
| Root Financial Partners, LLC | 193 | $30.6K | 0.00% | +2+1.0% | Added |
| Sound Income Strategies, LLC | 200 | $32.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 214 | $33.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 242 | $38.3K | 0.00% | +66+37.5% | Added |
| Nomura Asset Management Co Ltd | 260 | $41.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 276 | $43.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 311 | $50.7K | 0.00% | +1+0.3% | Added |
| Global Retirement Partners, LLC | 321 | $50.9K | 0.00% | +209+186.6% | Added |
| EMC Capital Management | 324 | $51.0K | 0.02% | −57−15.0% | Reduced |
| MAI Capital Management | 355 | $56.2K | 0.00% | +162+83.9% | Added |
| GAMMA Investing LLC | 375 | $59.4K | 0.00% | −31−7.6% | Reduced |
| Parallel Advisors, LLC | 383 | $60.6K | 0.00% | +38+11.0% | Added |
| State of Wyoming | 421 | $66.6K | 0.01% | +421 | New |
| Hantz Financial Services, Inc. | 427 | $68.0K | 0.00% | +257+151.2% | Added |
| STRS Ohio | 438 | $69.3K | 0.00% | +1+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 465 | $73.6K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 467 | $73.9K | 0.00% | −6−1.3% | Reduced |
| Umb Bank N A | 488 | $77.2K | 0.00% | +84+20.8% | Added |
| Pflug Koory, LLC | 490 | $77.6K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $79.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 509 | $80.7K | 0.00% | −41−7.5% | Reduced |