| American Capital Advisory, LLC | 1 | $105 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2 | $208 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $312 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 4 | $416 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $417 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 5 | $521 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 7 | $682 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $729 | 0.00% | −5−41.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $936 | 0.00% | +2+28.6% | Added |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 14 | $1.00K | 0.00% | +14 | New |
| HFM Investment Advisors, LLC | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 10 | $1.04K | 0.00% | +10 | New |
| Rothschild Investment LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $1.25K | 0.00% | +1+9.1% | Added |
| True Wealth Design, LLC | 14 | $1.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.46K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $1.52K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $1.56K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 16 | $1.67K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 17 | $1.77K | 0.00% | +5+41.7% | Added |
| Ogorek Anthony Joseph | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 20 | $2.08K | 0.00% | +20 | New |
| WPG Advisers, LLC | 24 | $2.50K | 0.00% | −3−11.1% | Reduced |
| Private Wealth Management Group, LLC | 24 | $2.50K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $2.50K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 24 | $2.50K | 0.00% | +24 | New |
| Geneos Wealth Management Inc. | 25 | $2.60K | 0.00% | −182−87.9% | Reduced |
| Bellevue Asset Management, LLC | 27 | $2.81K | 0.00% | +6+28.6% | Added |
| Cloud Capital Management, LLC | 34 | $3.00K | 0.00% | +34 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | $3.12K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 35 | $3.64K | 0.00% | −6−14.6% | Reduced |
| Marquette Asset Management, LLC | 35 | $3.64K | 0.00% | +35 | New |
| Rossby Financial, LCC | 37 | $3.79K | 0.00% | +24+184.6% | Added |
| Quent Capital, LLC | 40 | $4.17K | 0.00% | +40 | New |
| Rialto Wealth Management, LLC | 41 | $4.27K | 0.00% | +4+10.8% | Added |
| TD Private Client Wealth LLC | 44 | $4.58K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 49 | $5.10K | 0.00% | +5+11.4% | Added |
| Legacy Wealth Managment, LLC | 51 | $5.31K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 52 | $5.41K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 53 | $5.51K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 55 | $5.72K | 0.00% | +55 | New |
| Pineridge Advisors LLC | 56 | $5.83K | 0.00% | +56 | New |
| Marshall & Sterling Wealth Advisors Inc. | 63 | $6.55K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 65 | $6.76K | 0.00% | −539−89.2% | Reduced |
| Avalon Trust Co | 65 | $6.76K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 66 | $6.87K | 0.00% | +15+29.4% | Added |
| Roxbury Financial LLC | 81 | $8.43K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 81 | $8.43K | 0.00% | +4+5.2% | Added |
| Harbour Investments, Inc. | 84 | $8.74K | 0.00% | +13+18.3% | Added |
| Quest 10 Wealth Builders, Inc. | 89 | $9.26K | 0.01% | +89 | New |
| Fortitude Family Office, LLC | 90 | $9.36K | 0.00% | −9−9.1% | Reduced |
| Scarborough Advisors, LLC | 90 | $9.36K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 103 | $10.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 112 | $11.6K | 0.00% | +2+1.8% | Added |
| Toth Financial Advisory Corp | 115 | $12.0K | 0.00% | −130−53.1% | Reduced |
| First Horizon Corp | 120 | $12.5K | 0.00% | +120 | New |
| WealthCollab, LLC | 129 | $13.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 132 | $13.7K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 125 | $14.0K | 0.00% | +125 | New |
| Farmers & Merchants Investments Inc | 137 | $14.3K | 0.00% | +7+5.4% | Added |
| MAI Capital Management | 137 | $14.3K | 0.00% | −128−48.3% | Reduced |
| Advisory Services Network, LLC | 137 | $14.3K | 0.00% | +137 | New |
| Steward Partners Investment Advisory, LLC | 146 | $15.2K | 0.00% | −809−84.7% | Reduced |
| Bell Investment Advisors, Inc | 167 | $17.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 173 | $18.0K | 0.00% | −12−6.5% | Reduced |
| Hemington Wealth Management | 190 | $19.0K | 0.00% | +11+6.1% | Added |
| IFP Advisors, Inc | 200 | $20.8K | 0.00% | +36+22.0% | Added |
| Brown Brothers Harriman & Co | 201 | $20.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 205 | $21.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 206 | $21.4K | 0.00% | −87−29.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 211 | $22.0K | 0.02% | +211 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 221 | $23.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 248 | $25.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 252 | $26.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 255 | $26.5K | 0.00% | +103+67.8% | Added |
| Acadian Asset Management LLC | 261 | $27.0K | 0.00% | −695−72.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 272 | $27.9K | 0.00% | +99+57.2% | Added |
| Optiver Holding B.V. | 277 | $28.8K | 0.00% | −178−39.1% | Reduced |
| Rise Advisors, LLC | 286 | $29.8K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 302 | $31.4K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 337 | $35.1K | 0.00% | +337 | New |
| Deseret Mutual Benefit Administrators | 345 | $35.9K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 361 | $37.6K | 0.02% | −3,078−89.5% | Reduced |
| Root Financial Partners, LLC | 375 | $39.0K | 0.00% | +375 | New |
| Massmutual Trust Co FSB | 388 | $40.4K | 0.00% | −6−1.5% | Reduced |
| Central Trust Co | 430 | $44.7K | 0.00% | −260−37.7% | Reduced |
| TD Capital Management LLC | 447 | $46.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 454 | $47.2K | 0.00% | +454 | New |
| Central Pacific Bank - Trust Division | 466 | $48.5K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 500 | $52.0K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 500 | $52.0K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 522 | $54.3K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 530 | $55.1K | 0.00% | +530 | New |
| Parkside Financial Bank & Trust | 564 | $58.7K | 0.00% | +201+55.4% | Added |
| GWM Advisors LLC | 575 | $59.8K | 0.00% | −5,096−89.9% | Reduced |
| Armstrong Advisory Group, Inc | 651 | $67.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 667 | $69.4K | 0.00% | +288+76.0% | Added |
| Quarry LP | 712 | $74.1K | 0.02% | −606−46.0% | Reduced |