| Penserra Capital Management LLC | 9 | $0 | 0.00% | −3,488−99.7% | Reduced |
| Hemington Wealth Management | 12 | $0 | 0.00% | −47−79.7% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | −2−18.2% | Reduced |
| Sentry Investment Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 1 | $45 | 0.00% | −1−50.0% | Reduced |
| Fortis Group Advisors, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $46 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 2 | $91 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 2 | $91 | 0.00% | +2 | New |
| Strategic Wealth Partners, Ltd. | 2 | $91 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $136 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3 | $136 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 4 | $181 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5 | $227 | 0.00% | −163−97.0% | Reduced |
| Park Square Financial Group, LLC | 5 | $227 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $227 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $242 | 0.00% | −15−75.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6 | $272 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $273 | 0.00% | −18−75.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 7 | $317 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $317 | 0.00% | −297−97.7% | Reduced |
| Bangor Savings Bank | 7 | $317 | 0.00% | +7 | New |
| WPG Advisers, LLC | 8 | $363 | 0.00% | −138−94.5% | Reduced |
| SJS Investment Consulting Inc. | 8 | $363 | 0.00% | −6−42.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 8 | $363 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8 | $363 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $377 | 0.00% | −3−25.0% | Reduced |
| Barrett & Company, Inc. | 9 | $408 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9 | $408 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 9 | $408 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 9 | $409 | 0.00% | −12−57.1% | Reduced |
| Kilter Group LLC | 9 | $409 | 0.00% | +9 | New |
| Private Trust Co NA | 10 | $438 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 11 | $499 | 0.00% | 00.0% | Unchanged |
| City State Bank | 11 | $499 | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 11 | $499 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $544 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 13 | $602 | 0.00% | +13 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 14 | $635 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 14 | $635 | 0.00% | +8+133.3% | Added |
| Beacon Capital Management, LLC | 15 | $680 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 15 | $715 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 16 | $726 | 0.00% | +15+1,500.0% | Added |
| Trust Co of Toledo NA | 22 | $998 | 0.00% | +22 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 33 | $1.00K | 0.00% | −12,189−99.7% | Reduced |
| Ogorek Anthony Joseph | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 23 | $1.04K | 0.00% | −50−68.5% | Reduced |
| Brown Brothers Harriman & Co | 23 | $1.04K | 0.00% | +23 | New |
| Pacific Center for Financial Services | 26 | $1.18K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 26 | $1.18K | 0.00% | +26 | New |
| Traub Capital Management LLC | 28 | $1.27K | 0.00% | +28 | New |
| True Wealth Design, LLC | 30 | $1.36K | 0.00% | −34−53.1% | Reduced |
| Financial Perspectives, Inc | 31 | $1.41K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 33 | $1.50K | 0.00% | +33 | New |
| Harbor Investment Advisory, LLC | 34 | $1.54K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 36 | $1.63K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 37 | $1.68K | 0.00% | −45−54.9% | Reduced |
| Harbour Investments, Inc. | 38 | $1.72K | 0.00% | −3−7.3% | Reduced |
| Fortitude Family Office, LLC | 38 | $1.72K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 39 | $1.77K | 0.00% | +39 | New |
| CoreCap Advisors, LLC | 41 | $1.86K | 0.00% | −1−2.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 47 | $2.13K | 0.00% | −326−87.4% | Reduced |
| Erste Asset Management GmbH | 48 | $2.18K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 52 | $2.47K | 0.00% | −7−11.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 55 | $2.51K | 0.00% | +55 | New |
| 1620 Investment Advisors, Inc. | 56 | $2.54K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 58 | $2.63K | 0.00% | −74−56.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 61 | $2.77K | 0.00% | −2−3.2% | Reduced |
| Fourth Dimension Wealth, LLC | 63 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 64 | $2.90K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 78 | $3.54K | 0.00% | +10+14.7% | Added |
| Rothschild Investment LLC | 80 | $3.63K | 0.00% | +80 | New |
| Main Street Group, LTD | 81 | $3.67K | 0.00% | −171−67.9% | Reduced |
| MV Capital Management, Inc. | 81 | $3.67K | 0.00% | −20−19.8% | Reduced |
| Bryn Mawr Trust Co | 82 | $3.72K | 0.00% | −1−1.2% | Reduced |
| DT Investment Partners, LLC | 83 | $3.77K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 82 | $4.00K | 0.00% | −20−19.6% | Reduced |
| Zions Bancorporation, National Association | 90 | $4.08K | 0.00% | −4−4.3% | Reduced |
| Medallion Wealth Advisors, LLC | 91 | $4.13K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 92 | $4.17K | 0.00% | +92 | New |
| Bruce G. Allen Investments, LLC | 94 | $4.26K | 0.00% | +6+6.8% | Added |
| Assetmark, Inc | 96 | $4.35K | 0.00% | −24,849−99.6% | Reduced |
| Raffa Wealth Management, LLC | 97 | $4.40K | 0.00% | +71+273.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 95 | $4.45K | 0.00% | +95 | New |
| Bellevue Asset Management, LLC | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 105 | $4.76K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 108 | $4.90K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 130 | $5.84K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 133 | $6.03K | 0.00% | +133 | New |
| Quaker Wealth Management, LLC | 133 | $6.03K | 0.00% | +133 | New |
| Global Retirement Partners, LLC | 139 | $6.30K | 0.00% | +139 | New |
| Private Wealth Asset Management, LLC | 146 | $6.62K | 0.00% | −4−2.7% | Reduced |
| Consultiva Wealth Management, Corp. | 146 | $6.62K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 156 | $7.08K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 157 | $7.12K | 0.00% | +157 | New |
| Comprehensive Financial Planning, Inc. | 166 | $7.53K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 169 | $7.66K | 0.01% | −27−13.8% | Reduced |
