| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Rossby Financial, LCC | 1 | $90 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $91 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $91 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $118 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $181 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2 | $181 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $184 | 0.00% | +2 | New |
| Ankerstar Wealth, LLC | 3 | $271 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3 | $271 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $378 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $451 | 0.00% | +5 | New |
| Davis Capital Management | 5 | $451 | 0.00% | +5 | New |
| LRI Investments, LLC | 5 | $451 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 8 | $722 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $722 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $722 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 8 | $723 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $903 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $993 | 0.00% | +6+120.0% | Added |
| Valued Wealth Advisors LLC | 11 | $996 | 0.00% | +11 | New |
| Creative Financial Designs Inc | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $1.26K | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 16 | $1.44K | 0.00% | +3+23.1% | Added |
| Bell Investment Advisors, Inc | 16 | $1.45K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 17 | $1.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $1.63K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 20 | $1.80K | 0.00% | −820−97.6% | Reduced |
| Glen Eagle Advisors, LLC | 23 | $2.03K | 0.00% | +1+4.5% | Added |
| Creative Capital Management Investments LLC | 24 | $2.17K | 0.00% | +24 | New |
| Torren Management, LLC | 25 | $2.22K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 30 | $2.71K | 0.00% | +2+7.1% | Added |
| Financial Network Wealth Advisors LLC | 31 | $2.84K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $3.16K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 35 | $3.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 36 | $3.25K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 38 | $3.43K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 39 | $3.52K | 0.00% | +14+56.0% | Added |
| Manning & Napier Advisors LLC | 39 | $3.52K | 0.00% | +39 | New |
| US Bancorp | 55 | $4.96K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 55 | $4.96K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 58 | $5.24K | 0.00% | −14−19.4% | Reduced |
| Basecamp Wealth Advisors LLC | 62 | $5.60K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 62 | $5.61K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 68 | $5.87K | 0.00% | +68 | New |
| Godfrey Financial Associates, Inc. | 71 | $6.41K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 72 | $6.50K | 0.00% | +53+278.9% | Added |
| Massmutual Trust Co FSB | 74 | $6.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 84 | $7.58K | 0.00% | +65+342.1% | Added |
| High Note Wealth, LLC | 90 | $8.12K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $9.03K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 112 | $10.1K | 0.00% | +15+15.5% | Added |
| Global Retirement Partners, LLC | 113 | $10.2K | 0.00% | +113 | New |
| CVA Family Office, LLC | 121 | $10.9K | 0.00% | +43+55.1% | Added |
| Park Place Capital Corp | 125 | $11.3K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 134 | $12.1K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 150 | $13.5K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 156 | $14.1K | 0.00% | +4+2.6% | Added |
| Ronald Blue Trust, Inc. | 159 | $14.4K | 0.00% | +39+32.5% | Added |
| Persistent Asset Partners Ltd | 160 | $14.4K | 0.00% | −13,878−98.9% | Reduced |
| Parkside Financial Bank & Trust | 173 | $15.6K | 0.00% | +11+6.8% | Added |
| Fortitude Family Office, LLC | 178 | $16.1K | 0.00% | +120+206.9% | Added |
| Northwestern Mutual Wealth Management Co | 196 | $17.7K | 0.00% | −80−29.0% | Reduced |
| Crewe Advisors LLC | 212 | $19.2K | 0.00% | −86−28.9% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $19.9K | 0.00% | −470−68.1% | Reduced |
| Mather Group, LLC. | 255 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 256 | $23.1K | 0.01% | +103+67.3% | Added |
| First Horizon Corp | 284 | $25.6K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 299 | $27.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 378 | $34.1K | 0.00% | +157+71.0% | Added |
| Newbridge Financial Services Group, Inc. | 380 | $34.3K | 0.00% | +105+38.2% | Added |
| IFP Advisors, Inc | 383 | $34.6K | 0.00% | −11−2.8% | Reduced |
| Salomon & Ludwin, LLC | 396 | $36.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 411 | $37.1K | 0.00% | +411 | New |
| Umb Bank N A | 430 | $38.8K | 0.00% | +31+7.8% | Added |
| Kemnay Advisory Services Inc. | 437 | $39.4K | 0.00% | +93+27.0% | Added |
| True Wealth Design, LLC | 442 | $39.9K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 513 | $46.0K | 0.00% | +204+66.0% | Added |
| Signaturefd, LLC | 521 | $47.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 537 | $48.0K | 0.03% | +73+15.7% | Added |
| Rothschild Investment LLC | 538 | $48.6K | 0.00% | +5+0.9% | Added |
| Smartleaf Asset Management LLC | 538 | $48.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 539 | $48.6K | 0.00% | +37+7.4% | Added |
| 1620 Investment Advisors, Inc. | 545 | $49.2K | 0.03% | −120−18.0% | Reduced |
| Optiver Holding B.V. | 576 | $52.0K | 0.00% | +572+14,300.0% | Added |
| Measured Wealth Private Client Group, LLC | 618 | $55.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 691 | $62.4K | 0.00% | +135+24.3% | Added |
| Essential Partners LLC | 697 | $62.9K | 0.03% | −593−46.0% | Reduced |
| Public Employees Retirement System of Ohio | 734 | $66.3K | 0.00% | +10+1.4% | Added |
| Allworth Financial LP | 746 | $67.3K | 0.00% | +62+9.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 943 | $85.1K | 0.00% | −298−24.0% | Reduced |
| Versant Capital Management, Inc | 974 | $87.9K | 0.01% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 977 | $88.2K | 0.00% | +977 | New |
| Sterling Capital Management LLC | 1,334 | $120.4K | 0.00% | −839−38.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,374 | $124.0K | 0.00% | −371−21.3% | Reduced |
| Aquatic Capital Management LLC | 1,592 | $143.7K | 0.00% | +1,592 | New |
| Exchange Traded Concepts, LLC | 1,866 | $168.4K | 0.00% | +285+18.0% | Added |
| KBC Group NV | 2,147 | $194.0K | 0.00% | 00.0% | Unchanged |