| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 0 | $38 | 0.00% | 0 | New |
| Bruce G. Allen Investments, LLC | 1 | $280 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $405 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $560 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $560 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $821 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 3 | $840 | 0.00% | −3−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $1.40K | 0.00% | −1−16.7% | Reduced |
| Manchester Capital Management LLC | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 6 | $1.68K | 0.00% | −6−50.0% | Reduced |
| ClariVest Asset Management LLC | 7 | $1.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $2.00K | 0.00% | −4−33.3% | Reduced |
| Lee Financial Co | 8 | $2.24K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 9 | $2.52K | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 9 | $2.52K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $2.62K | 0.00% | +10 | New |
| Laurel Wealth Advisors LLC | 10 | $2.80K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $2.88K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $3.08K | 0.00% | +11 | New |
| Sachetta, LLC | 12 | $3.36K | 0.00% | +12 | New |
| RFP Financial Group LLC | 13 | $3.64K | 0.00% | −31−70.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $3.92K | 0.00% | +14 | New |
| Tyler-Stone Wealth Management | 15 | $4.20K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $4.20K | 0.00% | +15 | New |
| EntryPoint Capital, LLC | 15 | $4.20K | 0.00% | +15 | New |
| Leonteq Securities AG | 17 | $4.75K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 18 | $5.03K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 18 | $5.03K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $5.87K | 0.00% | +1+5.0% | Added |
| SJS Investment Consulting Inc. | 21 | $5.87K | 0.00% | −2−8.7% | Reduced |
| Colonial Trust Co | 23 | $6.43K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 23 | $6.43K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 24 | $6.71K | 0.00% | −14−36.8% | Reduced |
| Farmers & Merchants Investments Inc | 24 | $6.71K | 0.00% | −1−4.0% | Reduced |
| Hanson & Doremus Investment Management | 26 | $7.00K | 0.00% | +26 | New |
| Frazier Financial Advisors, LLC | 26 | $7.27K | 0.01% | +26 | New |
| Turtle Creek Wealth Advisors, LLC | 26 | $7.27K | 0.00% | +26 | New |
| Private Trust Co NA | 31 | $8.67K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 33 | $9.23K | 0.00% | +5+17.9% | Added |
| Cubist Systematic Strategies, LLC | 34 | $9.51K | 0.00% | +34 | New |
| Carolinas Wealth Consulting LLC | 36 | $10.1K | 0.00% | −2−5.3% | Reduced |
| Red Tortoise LLC | 36 | $10.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 38 | $10.6K | 0.00% | +18+90.0% | Added |
| WealthCollab, LLC | 38 | $10.6K | 0.01% | +38 | New |
| Benjamin F. Edwards & Company, Inc. | 39 | $11.0K | 0.00% | −6−13.3% | Reduced |
| Versant Capital Management, Inc | 40 | $11.2K | 0.00% | −7−14.9% | Reduced |
| Smartleaf Asset Management LLC | 42 | $11.8K | 0.00% | +42 | New |
| Rakuten Investment Management, Inc. | 42 | $11.8K | 0.00% | +42 | New |
| Cetera Trust Company, N.A | 44 | $12.3K | 0.01% | +44 | New |
| Spire Wealth Management | 46 | $12.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 48 | $13.4K | 0.00% | +3+6.7% | Added |
| Whittier Trust Co | 55 | $15.4K | 0.00% | −2−3.5% | Reduced |
| Allworth Financial LP | 57 | $15.9K | 0.00% | +22+62.9% | Added |
| Global Retirement Partners, LLC | 60 | $16.6K | 0.00% | +5+9.1% | Added |
| Point72 Europe (London) LLP | 60 | $16.8K | 0.00% | +60 | New |
| Baystate Wealth Management LLC | 60 | $16.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 62 | $17.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $17.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 67 | $17.6K | 0.00% | +67 | New |
| Whittier Trust Co of Nevada Inc | 63 | $17.6K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 74 | $20.7K | 0.02% | +74 | New |
| Exchange Traded Concepts, LLC | 76 | $21.3K | 0.00% | −2,996−97.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 80 | $22.4K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 85 | $24.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 86 | $24.1K | 0.00% | −2−2.3% | Reduced |
| Ci Investments Inc. | 90 | $25.0K | 0.00% | −1,016−91.9% | Reduced |
| America First Investment Advisors, LLC | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $28.0K | 0.01% | +100 | New |
| Denali Advisors LLC | 102 | $28.5K | 0.01% | 00.0% | Unchanged |
| Ossiam | 103 | $28.8K | 0.00% | −9−8.0% | Reduced |
| State of Wyoming | 107 | $29.9K | 0.01% | −208−66.0% | Reduced |
| Plato Investment Management Ltd | 110 | $30.8K | 0.04% | +110 | New |
| Millburn Ridgefield Corp | 119 | $33.3K | 0.00% | −6−4.8% | Reduced |
| Catalyst Capital Advisors LLC | 119 | $33.3K | 0.00% | −6−4.8% | Reduced |
| Deseret Mutual Benefit Administrators | 128 | $35.8K | 0.02% | −62−32.6% | Reduced |
| Bessemer Group Inc | 134 | $37.0K | 0.00% | −25−15.7% | Reduced |
| LGT Financial Advisors LLC | 139 | $38.9K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 143 | $40.0K | 0.01% | −2−1.4% | Reduced |
| Partnership Wealth Management, LLC | 150 | $42.8K | 0.03% | +150 | New |
| Farther Finance Advisors, LLC | 155 | $43.4K | 0.00% | +28+22.0% | Added |
| Ancora Advisors, LLC | 167 | $46.7K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 171 | $47.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 198 | $55.4K | 0.00% | +13+7.0% | Added |
| REAP Financial Group, LLC | 200 | $55.9K | 0.02% | +200 | New |
| Fuller & Thaler Asset Management, Inc. | 200 | $55.9K | 0.00% | +180+900.0% | Added |
| JJJ Advisors Inc. | 212 | $59.3K | 0.01% | +12+6.0% | Added |
| Atlas Capital Advisors LLC | 214 | $59.9K | 0.01% | −20−8.5% | Reduced |
| Rational Advisors LLC | 220 | $61.5K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 223 | $62.4K | 0.00% | +223 | New |
| Umb Bank N A | 230 | $64.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 241 | $67.4K | 0.01% | +241 | New |
| Cedar Wealth Management, LLC | 250 | $69.9K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 262 | $73.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 285 | $75.0K | 0.00% | +186+187.9% | Added |