| Steward Partners Investment Advisory, LLC | 1 | $0 | 0.00% | −144−99.3% | Reduced |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 31,164 | $0 | 0.00% | +4,094+15.1% | Added |
| Kelly Financial Services LLC | 1,236 | $6 | 0.00% | +1,230+20,500.0% | Added |
| Column Capital Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 4 | $1.00K | 0.00% | +4 | New |
| Atlas Private Wealth Advisors | 7 | $1.00K | 0.00% | +7 | New |
| NEXT Financial Group, Inc | 9 | $2.00K | 0.00% | −3−25.0% | Reduced |
| TFC Financial Management | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 10 | $2.00K | 0.00% | +6+150.0% | Added |
| Permanens Capital L.P. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $3.30K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 20 | $4.00K | 0.00% | −80−80.0% | Reduced |
| Earnest Partners LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 33 | $7.00K | 0.00% | +7+26.9% | Added |
| Beck Bode, LLC | 33 | $7.00K | 0.00% | +33 | New |
| Evoke Wealth, LLC | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 42 | $9.00K | 0.00% | −60−58.8% | Reduced |
| Financial Management Professionals, Inc. | 44 | $9.00K | 0.00% | +37+528.6% | Added |
| Harbor Investment Advisory, LLC | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 55 | $11.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 54 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 56 | $12.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 57 | $12.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 57 | $12.0K | 0.00% | +27+90.0% | Added |
| Parisi Gray Wealth Management | 60 | $12.0K | 0.00% | +60 | New |
| Institutional & Family Asset Management, LLC | 62 | $13.0K | 0.00% | −126−67.0% | Reduced |
| Norway Savings Bank | 65 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 64 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 63 | $13.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 64 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 61 | $13.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 61 | $13.0K | 0.00% | +61 | New |
| Prestige Wealth Management Group LLC | 69 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 75 | $15.0K | 0.00% | +26+53.1% | Added |
| Emfo, LLC | 80 | $16.0K | 0.01% | +80 | New |
| Arkadios Wealth Advisors | 88 | $18.0K | 0.00% | +29+49.2% | Added |
| Brewin Dolphin Wealth Management Ltd | 90 | $18.5K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 98 | $20.0K | 0.00% | +18+22.5% | Added |
| Glen Eagle Advisors, LLC | 100 | $20.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 104 | $21.0K | 0.00% | −962−90.2% | Reduced |
| JJJ Advisors Inc. | 102 | $21.0K | 0.01% | −27−20.9% | Reduced |
| Accel Wealth Management | 104 | $21.0K | 0.01% | +1+1.0% | Added |
| Salem Investment Counselors Inc | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $21.0K | 0.01% | +100 | New |
| Baldrige Asset Management LLC | 100 | $21.0K | 0.01% | +100 | New |
| Simon Quick Advisors, LLC | 124 | $25.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 127 | $26.0K | 0.00% | −2−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 132 | $27.0K | 0.00% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 139 | $29.0K | 0.01% | +139 | New |
| American Portfolios Advisors | 145 | $29.9K | 0.00% | −30−17.1% | Reduced |
| Zions Bancorporation, N.A. | 157 | $32.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 162 | $33.0K | 0.00% | −28−14.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 176 | $36.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 175 | $36.0K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 185 | $38.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 187 | $39.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 189 | $39.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 195 | $40.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $41.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 200 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 206 | $42.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 204 | $42.0K | 0.01% | +1+0.5% | Added |
| First Horizon Advisors, Inc. | 248 | $50.0K | 0.00% | −5−2.0% | Reduced |
| TD Private Client Wealth LLC | 303 | $62.5K | 0.00% | +138+83.6% | Added |
| LFA - Lugano Financial Advisors SA | 313 | $65.0K | 0.04% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 343 | $71.0K | 0.03% | +57+19.9% | Added |
| Whittier Trust Co | 350 | $72.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 376 | $78.0K | 0.00% | −109−22.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 392 | $81.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 453 | $93.0K | 0.00% | +453 | New |
| Carroll Financial Associates, Inc. | 465 | $95.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 556 | $115.0K | 0.03% | −34−5.8% | Reduced |
| Harbour Investments, Inc. | 591 | $122.0K | 0.00% | −78−11.7% | Reduced |
| SRS Capital Advisors, Inc. | 603 | $124.0K | 0.02% | +603 | New |
| Belpointe Asset Management LLC | 634 | $131.0K | 0.01% | +634 | New |
| Brewin Dolphin Ltd | 662 | $136.4K | 0.01% | +36+5.8% | Added |
| Rockefeller Capital Management L.P. | 787 | $161.0K | 0.00% | +529+205.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 784 | $162.0K | 0.00% | +784 | New |