| Strengthening Families & Communities, LLC | 0 | $1 | 0.00% | 0 | New |
| Kozak & Associates, Inc. | 0 | $8 | 0.00% | 0 | Unchanged |
| True Wealth Design, LLC | 1 | $30 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 3 | $88 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 5 | $146 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $204 | 0.00% | +7 | New |
| Cromwell Holdings LLC | 8 | $234 | 0.00% | +8 | New |
| Bare Financial Services, Inc | 12 | $351 | 0.00% | +12 | New |
| Raleigh Capital Management Inc. | 14 | $414 | 0.00% | −1,215−98.9% | Reduced |
| Hughes Financial Services, LLC | 17 | $502 | 0.00% | +17 | New |
| MPWM Advisory Solutions, LLC | 20 | $585 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 20 | $585 | 0.00% | +20 | New |
| WealthTrak Capital Management LLC | 25 | $732 | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $761 | 0.00% | −4−13.3% | Reduced |
| SJS Investment Consulting Inc. | 29 | $849 | 0.00% | −9−23.7% | Reduced |
| Global Financial Private Client, LLC | 32 | $936 | 0.00% | +22+220.0% | Added |
| Quent Capital, LLC | 34 | $995 | 0.00% | +34 | New |
| Avion Wealth | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 44 | $1.00K | 0.00% | +44 | New |
| CoreCap Advisors, LLC | 35 | $1.02K | 0.00% | −362−91.2% | Reduced |
| Sachetta, LLC | 39 | $1.14K | 0.00% | +4+11.4% | Added |
| Financial Management Professionals, Inc. | 40 | $1.17K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 41 | $1.20K | 0.00% | +41 | New |
| Bell Investment Advisors, Inc | 52 | $1.52K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 55 | $1.61K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $1.90K | 0.00% | +65 | New |
| Hazlett, Burt & Watson, Inc. | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 70 | $2.05K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 71 | $2.08K | 0.00% | +71 | New |
| Whittier Trust Co of Nevada Inc | 87 | $2.54K | 0.00% | −38−30.4% | Reduced |
| Whipplewood Advisors, LLC | 90 | $2.63K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Proffitt & Goodson Inc | 105 | $3.07K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 108 | $3.16K | 0.00% | −20−15.6% | Reduced |
| Synergy Investment Management, LLC | 111 | $3.24K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 115 | $3.36K | 0.00% | −5−4.2% | Reduced |
| JFS Wealth Advisors, LLC | 137 | $4.01K | 0.00% | −18−11.6% | Reduced |
| Key Financial Inc | 170 | $4.97K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 187 | $5.00K | 0.00% | −35−15.8% | Reduced |
| Itau Unibanco Holding S.A. | 161 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 175 | $5.12K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 182 | $5.32K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 184 | $5.38K | 0.00% | +34+22.7% | Added |
| WPG Advisers, LLC | 197 | $5.76K | 0.01% | −206−51.1% | Reduced |
| Colonial Trust Advisors | 200 | $5.85K | 0.00% | +200 | New |
| Skopos Labs, Inc. | 204 | $5.97K | 0.00% | +5+2.5% | Added |
| Farmers & Merchants Investments Inc | 204 | $5.97K | 0.00% | +94+85.5% | Added |
| Bank of Jackson Hole Trust | 215 | $6.28K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 215 | $6.29K | 0.00% | +215 | New |
| EverSource Wealth Advisors, LLC | 217 | $6.35K | 0.00% | +11+5.3% | Added |
| Cornerstone Planning Group LLC | 210 | $6.49K | 0.00% | +165+366.7% | Added |
| Creative Financial Designs Inc | 226 | $6.61K | 0.00% | +41+22.2% | Added |
| Mascoma Wealth Management LLC | 250 | $7.31K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 250 | $7.31K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 256 | $7.50K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 290 | $8.45K | 0.00% | −275−48.7% | Reduced |
| Webster Bank, N. A. | 290 | $8.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 310 | $9.07K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 315 | $9.21K | 0.00% | +5+1.6% | Added |
| Glen Eagle Advisors, LLC | 332 | $9.70K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 340 | $9.95K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 391 | $11.4K | 0.00% | −9,457−96.0% | Reduced |
| Wayfinding Financial, LLC | 431 | $12.0K | 0.01% | +431 | New |
| Binnacle Investments Inc | 425 | $12.4K | 0.01% | +425 | New |
| Retirement Wealth Solutions LLC | 438 | $12.8K | 0.01% | +91+26.2% | Added |
| Clark Wealth Partners | 450 | $13.2K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 490 | $14.3K | 0.00% | +490 | New |
| Lindbrook Capital, LLC | 501 | $14.7K | 0.00% | +37+8.0% | Added |
| MAI Capital Management | 505 | $14.8K | 0.00% | −25−4.7% | Reduced |
| Centerpoint Advisors, LLC | 506 | $15.0K | 0.01% | +101+24.9% | Added |
| Creekmur Asset Management LLC | 517 | $15.1K | 0.00% | +1+0.2% | Added |
| Hexagon Capital Partners LLC | 565 | $16.5K | 0.00% | −1,285−69.5% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 575 | $17.0K | 0.00% | +547+1,953.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 585 | $17.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 595 | $17.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 603 | $17.6K | 0.01% | −121−16.7% | Reduced |
| Trust Co | 625 | $18.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 639 | $18.7K | 0.00% | +257+67.3% | Added |
| Harvest Fund Management Co., Ltd | 560 | $19.0K | 0.00% | +280+100.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 666 | $19.4K | 0.00% | +9+1.4% | Added |
| GWM Advisors LLC | 675 | $19.7K | 0.00% | −347−34.0% | Reduced |
| Banque Cantonale Vaudoise | 695 | $20.0K | 0.00% | +695 | New |
| Sound Income Strategies, LLC | 725 | $21.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 720 | $22.7K | 0.00% | +67+10.3% | Added |
| Natixis | 787 | $23.0K | 0.00% | −276,628−99.7% | Reduced |
| Larson Financial Group LLC | 798 | $23.3K | 0.00% | +748+1,496.0% | Added |
| Chilton Capital Management LLC | 862 | $25.2K | 0.00% | +862 | New |
| Private Trust Co NA | 864 | $25.3K | 0.00% | −60−6.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 886 | $25.9K | 0.01% | +886 | New |
| Baillie Gifford & Co | 925 | $27.1K | 0.00% | +925 | New |
| Kathleen S. Wright Associates Inc. | 935 | $27.3K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $27.8K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 972 | $28.4K | 0.00% | +142+17.1% | Added |
| St Germain D J Co Inc | 995 | $29.1K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,000 | $29.3K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,049 | $30.7K | 0.00% | −1,968−65.2% | Reduced |
| Vega Investment Solutions | 1,049 | $30.7K | 0.01% | +1,049 | New |
| AdvisorNet Financial, Inc | 1,070 | $31.3K | 0.00% | −2−0.2% | Reduced |
| Brown Brothers Harriman & Co | 1,080 | $31.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,085 | $31.7K | 0.00% | 00.0% | Unchanged |