| Strengthening Families & Communities, LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Kozak & Associates, Inc. | 0 | $10 | 0.00% | 0 | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $180 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5 | $180 | 0.00% | +5 | New |
| LGT Financial Advisors LLC | 5 | $180 | 0.00% | +5 | New |
| Tortoise Investment Management, LLC | 7 | $252 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 10 | $359 | 0.00% | +3+42.9% | Added |
| Bare Financial Services, Inc | 12 | $432 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $467 | 0.00% | +10+333.3% | Added |
| DecisionPoint Financial, LLC | 13 | $470 | 0.00% | +13 | New |
| Bogart Wealth, LLC | 16 | $575 | 0.00% | +16 | New |
| Caitong International Asset Management Co., Ltd | 17 | $611 | 0.00% | −1,530−98.9% | Reduced |
| SJS Investment Consulting Inc. | 19 | $684 | 0.00% | −10−34.5% | Reduced |
| Rothschild Investment LLC | 25 | $899 | 0.00% | −290−92.1% | Reduced |
| WealthTrak Capital Management LLC | 25 | $899 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 26 | $935 | 0.00% | +26 | New |
| Raleigh Capital Management Inc. | 28 | $1.01K | 0.00% | +14+100.0% | Added |
| Cromwell Holdings LLC | 31 | $1.11K | 0.00% | +23+287.5% | Added |
| Smallwood Wealth Investment Management, LLC | 34 | $1.22K | 0.00% | +34 | New |
| DiNuzzo Private Wealth, Inc. | 35 | $1.26K | 0.00% | +9+34.6% | Added |
| South State Corp. | 37 | $1.33K | 0.00% | −34−47.9% | Reduced |
| Financial Management Professionals, Inc. | 40 | $1.44K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 40 | $1.44K | 0.00% | +40 | New |
| CoreCap Advisors, LLC | 45 | $1.62K | 0.00% | +10+28.6% | Added |
| Pineridge Advisors LLC | 47 | $1.69K | 0.00% | +47 | New |
| Meeder Asset Management Inc | 49 | $1.76K | 0.00% | +49 | New |
| Anchor Investment Management, LLC | 55 | $1.98K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 57 | $2.00K | 0.00% | +17+42.5% | Added |
| Winthrop Capital Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 62 | $2.32K | 0.00% | −148−70.5% | Reduced |
| Private Wealth Management Group, LLC | 65 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $2.37K | 0.00% | +14+26.9% | Added |
| Beacon Capital Management, LLC | 70 | $2.53K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 73 | $2.63K | 0.00% | +73 | New |
| JFS Wealth Advisors, LLC | 74 | $2.66K | 0.00% | −63−46.0% | Reduced |
| St Germain D J Co Inc | 75 | $2.70K | 0.00% | −920−92.5% | Reduced |
| Ameritas Advisory Services, LLC | 75 | $2.70K | 0.00% | +75 | New |
| Whittier Trust Co of Nevada Inc | 87 | $3.13K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 90 | $3.24K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 92 | $3.38K | 0.00% | +92 | New |
| Proffitt & Goodson Inc | 105 | $3.78K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 108 | $3.90K | 0.00% | +108 | New |
| Capital Analysts, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 115 | $4.18K | 0.00% | +115 | New |
| Total Investment Management Inc | 117 | $4.21K | 0.00% | +117 | New |
| High Note Wealth, LLC | 122 | $4.39K | 0.00% | +7+6.1% | Added |
| WPG Advisers, LLC | 146 | $5.25K | 0.00% | −51−25.9% | Reduced |
| Itau Unibanco Holding S.A. | 168 | $6.04K | 0.00% | +7+4.3% | Added |
| PFS Partners, LLC | 182 | $6.55K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 175 | $6.97K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 199 | $7.09K | 0.00% | −91−31.4% | Reduced |
| Colonial Trust Advisors | 200 | $7.19K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 200 | $7.19K | 0.00% | +16+8.7% | Added |
| Farmers & Merchants Investments Inc | 214 | $7.70K | 0.00% | +10+4.9% | Added |
| N.E.W. Advisory Services LLC | 215 | $7.73K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 216 | $7.77K | 0.00% | +216 | New |
| Riggs Asset Managment Co. Inc. | 225 | $8.09K | 0.00% | +225 | New |
| Creative Financial Designs Inc | 226 | $8.13K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 238 | $8.56K | 0.00% | −4,461−94.9% | Reduced |
| Mascoma Wealth Management LLC | 250 | $8.99K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 250 | $8.99K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 256 | $9.22K | 0.00% | +256 | New |
| Webster Bank, N. A. | 290 | $10.4K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 310 | $11.0K | 0.00% | −1,210−79.6% | Reduced |
| Hemington Wealth Management | 331 | $11.0K | 0.00% | +144+77.0% | Added |
| True Wealth Design, LLC | 308 | $11.1K | 0.00% | +307+30,700.0% | Added |
| Prestige Wealth Management Group LLC | 310 | $11.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 332 | $11.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 340 | $12.2K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 348 | $13.0K | 0.00% | −347−49.9% | Reduced |
| Retirement Wealth Solutions LLC | 439 | $15.8K | 0.01% | +1+0.2% | Added |
| Clark Wealth Partners | 450 | $16.2K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 506 | $18.0K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 505 | $18.2K | 0.01% | +80+18.8% | Added |
| Rexford Capital Inc | 525 | $18.9K | 0.02% | +525 | New |
| Vega Investment Solutions | 574 | $20.6K | 0.00% | −475−45.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 585 | $21.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 595 | $21.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 604 | $21.7K | 0.01% | +1+0.2% | Added |
| Trust Co | 625 | $22.5K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 645 | $23.0K | 0.00% | +645 | New |
| Mirae Asset Global Investments Co., Ltd. | 660 | $23.7K | 0.00% | −6−0.9% | Reduced |
| GWM Advisors LLC | 675 | $24.3K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 698 | $25.0K | 0.00% | +123+21.4% | Added |
| Sound Income Strategies, LLC | 726 | $26.1K | 0.00% | +1+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 735 | $26.4K | 0.00% | −350−32.3% | Reduced |
| MAI Capital Management | 849 | $30.5K | 0.00% | +344+68.1% | Added |
| Private Trust Co NA | 851 | $30.6K | 0.00% | −13−1.5% | Reduced |
| Central Pacific Bank - Trust Division | 880 | $31.6K | 0.00% | +880 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $32.4K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 935 | $33.6K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 954 | $34.3K | 0.00% | +563+144.0% | Added |
| CBIZ Investment Advisory Services, LLC | 979 | $35.2K | 0.00% | +7+0.7% | Added |
| Parkside Financial Bank & Trust | 987 | $35.5K | 0.00% | +348+54.5% | Added |
| Asset Planning,Inc | 1,000 | $36.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,067 | $38.4K | 0.00% | −3−0.3% | Reduced |
| Larson Financial Group LLC | 1,214 | $43.7K | 0.00% | +416+52.1% | Added |
| HM Payson & Co | 1,250 | $45.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,391 | $50.0K | 0.00% | −53−3.7% | Reduced |