| Wetzel Investment Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Wolverine Asset Management LLC | 2 | $13 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $14 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $14 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $35 | 0.00% | −9−64.3% | Reduced |
| Addison Advisors LLC | 10 | $70 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 15 | $104 | 0.00% | −6,739−99.8% | Reduced |
| Concord Wealth Partners | 18 | $125 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 20 | $139 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 20 | $139 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 20 | $139 | 0.00% | +20 | New |
| Voisard Asset Management Group, Inc. | 20 | $139 | 0.00% | +20 | New |
| Hobbs Group Advisors, LLC | 25 | $174 | 0.00% | +25 | New |
| North Star Investment Management Corp. | 27 | $188 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 30 | $209 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 33 | $229 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35 | $243 | 0.00% | +35 | New |
| Armstrong Advisory Group, Inc | 40 | $278 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 40 | $278 | 0.00% | +40 | New |
| Versant Capital Management, Inc | 43 | $299 | 0.00% | −76−63.9% | Reduced |
| Provence Wealth Management Group | 46 | $320 | 0.00% | 00.0% | Unchanged |
| Trustees of Princeton University | 48,464 | $337 | 4.34% | +48,464 | New |
| Bell Investment Advisors, Inc | 51 | $355 | 0.00% | −72−58.5% | Reduced |
| Salem Investment Counselors Inc | 52 | $362 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $368 | 0.00% | +53 | New |
| Clear Point Advisors Inc. | 56 | $389 | 0.00% | +56 | New |
| Lowe Wealth Advisors, LLC | 75 | $521 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $556 | 0.00% | −29−26.6% | Reduced |
| Activest Wealth Management | 82 | $570 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 90 | $626 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 96 | $667 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $695 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $695 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $695 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 100 | $695 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $695 | 0.00% | +100 | New |
| Vermillion & White Wealth Management Group, LLC | 100 | $695 | 0.00% | +100 | New |
| McGlone Suttner Wealth Management, Inc. | 100 | $695 | 0.00% | +100 | New |
| ICA Group Wealth Management, LLC | 109 | $758 | 0.00% | +109 | New |
| Hartford Financial Management Inc. | 110 | $765 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 117 | $813 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 120 | $833 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 120 | $834 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 152 | $862 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 140 | $973 | 0.00% | +100+250.0% | Added |
| Bessemer Group Inc | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 107 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 145 | $1.01K | 0.00% | +45+45.0% | Added |
| Syntax Research, Inc. | 150 | $1.04K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 150 | $1.04K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 150 | $1.04K | 0.00% | +150 | New |
| Private Trust Co NA | 173 | $1.20K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 182 | $1.26K | 0.00% | +182 | New |
| Focused Wealth Management, Inc | 200 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $1.39K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 200 | $1.39K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 200 | $1.39K | 0.00% | +200 | New |
| Winthrop Capital Management, LLC | 200 | $1.39K | 0.00% | +200 | New |
| REAP Financial Group, LLC | 200 | $1.39K | 0.00% | +200 | New |
| Skandinaviska Enskilda Banken AB (publ) | 227 | $1.58K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 231 | $1.61K | 0.00% | −1,000−81.2% | Reduced |
| Coppell Advisory Solutions LLC | 250 | $1.74K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 252 | $1.75K | 0.00% | +252 | New |
| Oliver Lagore Vanvalin Investment Group | 283 | $1.97K | 0.00% | −150−34.6% | Reduced |
| NBC Securities, Inc. | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 232 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 265 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 249 | $2.00K | 0.00% | −35−12.3% | Reduced |
| Ronald Blue Trust, Inc. | 284 | $2.00K | 0.00% | +59+26.2% | Added |
| First Manhattan Co | 300 | $2.08K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $2.08K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 300 | $2.08K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 339 | $2.36K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 360 | $2.50K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 362 | $2.52K | 0.00% | −267−42.4% | Reduced |
| Strategic Investment Solutions, Inc. | 400 | $2.78K | 0.00% | −24,800−98.4% | Reduced |
| Proequities, Inc. | 400 | $2.78K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 400 | $2.78K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 400 | $2.78K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 408 | $2.84K | 0.00% | −1,448−78.0% | Reduced |
| Stephens Consulting, LLC | 411 | $2.86K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 435 | $3.02K | 0.00% | +173+66.0% | Added |
| Annapolis Financial Services, LLC | 437 | $3.04K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 493 | $3.43K | 0.00% | +493 | New |
| Colonial Trust Advisors | 500 | $3.48K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $3.48K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 500 | $3.48K | 0.00% | +500 | New |
| Pacifica Partners Inc. | 530 | $3.60K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 540 | $3.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 564 | $3.92K | 0.00% | −314−35.8% | Reduced |
| Valley National Advisers Inc | 580 | $4.00K | 0.00% | +580 | New |
| SOA Wealth Advisors, LLC. | 582 | $4.04K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 598 | $4.16K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 600 | $4.17K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 600 | $4.17K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 623 | $4.33K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 641 | $4.46K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 650 | $4.52K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 651 | $4.52K | 0.00% | +651 | New |