| Ronald Blue Trust, Inc. | 9 | $0 | 0.00% | −34−79.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 12 | $0 | 0.00% | −5−29.4% | Reduced |
| J.Safra Asset Management Corp | 27 | $0 | 0.00% | +27 | New |
| Steward Financial Group LLC | 3 | $0 | 0.00% | +3 | New |
| Huntington National Bank | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $66 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 33 | $74 | 0.00% | +33 | New |
| Credential Qtrade Securities Inc. | 3 | $98 | 0.00% | −7,058−100.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $99 | 0.00% | +1+50.0% | Added |
| National Pension Service | 4 | $132 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $132 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $132 | 0.00% | +1+33.3% | Added |
| Natixis | 4 | $132 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $164 | 0.00% | +5 | New |
| Schubert & Co | 6 | $197 | 0.00% | +4+200.0% | Added |
| Coastal Capital Group, Inc. | 7 | $228 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $230 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 7 | $230 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $296 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $329 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 10 | $329 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 17 | $559 | 0.00% | +6+54.5% | Added |
| BerganKDV Wealth Management, LLC | 19 | $625 | 0.00% | +11+137.5% | Added |
| Global Retirement Partners, LLC | 20 | $658 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 20 | $658 | 0.00% | +5+33.3% | Added |
| Fiduciary Alliance LLC | 20 | $658 | 0.00% | +20 | New |
| Tilia Fiduciary Partners, Inc. | 22 | $724 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 22 | $724 | 0.00% | +22 | New |
| PSI Advisors, LLC | 25 | $822 | 0.00% | +5+25.0% | Added |
| Sutton Wealth Advisors Inc. | 27 | $888 | 0.00% | +27 | New |
| Earnest Partners LLC | 28 | $921 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 28 | $921 | 0.00% | +28 | New |
| Toronto Dominion Bank | 20 | $1.00K | 0.00% | −16,753−99.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 35 | $1.00K | 0.00% | −293−89.3% | Reduced |
| TSFG, LLC | 44 | $1.00K | 0.00% | −46−51.1% | Reduced |
| Picton Mahoney Asset Management | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 24 | $1.00K | 0.00% | +4+20.0% | Added |
| Harvest Fund Management Co., Ltd | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 23 | $1.00K | 0.00% | +8+53.3% | Added |
| Baker Avenue Asset Management, LP | 35 | $1.15K | 0.00% | +35 | New |
| Quent Capital, LLC | 37 | $1.22K | 0.00% | −36−49.3% | Reduced |
| Beacon Capital Management, LLC | 37 | $1.22K | 0.00% | +37 | New |
| Fairfield Financial Advisors, LTD | 40 | $1.32K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 40 | $1.32K | 0.00% | +40 | New |
| MinichMacGregor Wealth Management, LLC | 50 | $1.64K | 0.00% | +50 | New |
| Rise Advisors, LLC | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 51 | $1.68K | 0.00% | +51 | New |
| Grey Fox Wealth Advisors, LLC | 53 | $1.74K | 0.00% | +53 | New |
| Accurate Wealth Management, LLC | 44 | $1.77K | 0.00% | +44 | New |
| Massmutual Trust Co FSB | 53 | $2.00K | 0.00% | +53 | New |
| CoreCap Advisors, LLC | 62 | $2.04K | 0.00% | +62 | New |
| Harbour Investments, Inc. | 70 | $2.30K | 0.00% | −175−71.4% | Reduced |
| TD Private Client Wealth LLC | 78 | $2.56K | 0.00% | +13+20.0% | Added |
| Bogart Wealth, LLC | 88 | $2.89K | 0.00% | −100−53.2% | Reduced |
| Adirondack Trust Co | 100 | $3.29K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $3.29K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 100 | $3.29K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $3.29K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 110 | $3.62K | 0.00% | −17−13.4% | Reduced |
| Bell Investment Advisors, Inc | 121 | $3.98K | 0.00% | +29+31.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 135 | $4.00K | 0.00% | −247−64.7% | Reduced |
| Kelly Financial Services LLC | 125 | $4.11K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 166 | $5.00K | 0.00% | +166 | New |
| TD Waterhouse Canada Inc. | 156 | $5.13K | 0.00% | −32−17.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 170 | $5.59K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 178 | $5.85K | 0.00% | +2+1.1% | Added |
| Activest Wealth Management | 179 | $5.89K | 0.00% | −119−39.9% | Reduced |
| Parkside Financial Bank & Trust | 184 | $6.05K | 0.00% | +61+49.6% | Added |
| RWM Asset Management, LLC | 200 | $6.58K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 778 | $6.70K | 0.00% | +778 | New |
| EverSource Wealth Advisors, LLC | 209 | $6.87K | 0.00% | +209 | New |
| Glassman Wealth Services | 215 | $7.07K | 0.00% | +153+246.8% | Added |
| Northwestern Mutual Wealth Management Co | 224 | $7.37K | 0.00% | +173+339.2% | Added |
| Hexagon Capital Partners LLC | 241 | $7.93K | 0.00% | +241 | New |
| AdvisorNet Financial, Inc | 247 | $8.12K | 0.00% | +26+11.8% | Added |
| TCI Wealth Advisors, Inc. | 248 | $8.16K | 0.00% | +214+629.4% | Added |
| Larson Financial Group LLC | 300 | $9.87K | 0.00% | +300 | New |
| U.S. Capital Wealth Advisors, LLC | 300 | $9.87K | 0.00% | +300 | New |
| Umb Bank N A | 354 | $12.0K | 0.00% | −12,191−97.2% | Reduced |
| Rockefeller Capital Management L.P. | 392 | $12.0K | 0.00% | −110−21.9% | Reduced |
| Baystate Wealth Management LLC | 363 | $12.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 370 | $12.2K | 0.00% | +235+174.1% | Added |
| Clearstead Advisors, LLC | 372 | $12.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 385 | $12.7K | 0.00% | −28−6.8% | Reduced |
| Riverview Trust Co | 400 | $13.0K | 0.01% | +400 | New |
| Allworth Financial LP | 458 | $15.1K | 0.00% | +439+2,310.5% | Added |
| Belpointe Asset Management LLC | 481 | $15.8K | 0.00% | +481 | New |
| Steward Partners Investment Advisory, LLC | 486 | $16.0K | 0.00% | +25+5.4% | Added |
| Ellevest, Inc. | 495 | $16.3K | 0.00% | +373+305.7% | Added |
| Quadrant Capital Group LLC | 538 | $17.7K | 0.00% | +277+106.1% | Added |
| Harbor Investment Advisory, LLC | 567 | $18.6K | 0.00% | −4−0.7% | Reduced |
| Lindbrook Capital, LLC | 671 | $22.1K | 0.00% | +663+8,287.5% | Added |
| Advisory Services Network, LLC | 693 | $22.8K | 0.00% | +693 | New |
| Cribstone Capital Management, LLC | 778 | $25.6K | 0.01% | −900−53.6% | Reduced |
| Parallel Advisors, LLC | 853 | $28.1K | 0.00% | +486+132.4% | Added |
| American International Group, Inc. | 1,063 | $35.0K | 0.00% | −12−1.1% | Reduced |
| Jefferies Financial Group Inc. | 1,200 | $39.5K | 0.00% | +1,200 | New |
| Yarbrough Capital, LLC | 1,304 | $42.9K | 0.00% | +1,304 | New |
| Covestor Ltd | 1,444 | $47.0K | 0.04% | +144+11.1% | Added |
