| Financial Management Professionals, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $122 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 3 | $355 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 3 | $364 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $365 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $486 | 0.00% | +4 | New |
| Archer Investment Corp | 5 | $607 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $609 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 6 | $728 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 7 | $850 | 0.00% | +7 | New |
| Larson Financial Group LLC | 8 | $971 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11 | $1.34K | 0.00% | +11 | New |
| Your Advocates Ltd., LLP | 11 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 12 | $1.46K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $1.58K | 0.00% | −22−62.9% | Reduced |
| Raffa Wealth Management, LLC | 14 | $1.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $1.82K | 0.00% | +15 | New |
| Bessemer Group Inc | 18 | $2.00K | 0.00% | −50−73.5% | Reduced |
| SRS Capital Advisors, Inc. | 18 | $2.13K | 0.00% | +7+63.6% | Added |
| Louisbourg Investments Inc. | 18 | $2.19K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 18 | $2.19K | 0.00% | −6−25.0% | Reduced |
| Macroview Investment Management LLC | 22 | $2.67K | 0.00% | −71−76.3% | Reduced |
| Global Retirement Partners, LLC | 23 | $2.72K | 0.00% | +2+9.5% | Added |
| Private Wealth Management Group, LLC | 23 | $2.79K | 0.00% | +23 | New |
| Voisard Asset Management Group, Inc. | 24 | $2.91K | 0.00% | +24 | New |
| Ronald Blue Trust, Inc. | 28 | $3.00K | 0.00% | −79−73.8% | Reduced |
| Atlas Capital Advisors LLC | 25 | $3.04K | 0.00% | −54−68.4% | Reduced |
| VisionPoint Advisory Group, LLC | 25 | $3.04K | 0.00% | −10−28.6% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $3.28K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 29 | $3.52K | 0.00% | +29 | New |
| McIlrath & Eck, LLC | 32 | $3.88K | 0.00% | +32 | New |
| Capital Advisors, Ltd. LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 33 | $4.01K | 0.00% | +33 | New |
| AdvisorNet Financial, Inc | 35 | $4.25K | 0.00% | −7−16.7% | Reduced |
| Massmutual Trust Co FSB | 37 | $4.49K | 0.00% | −59−61.5% | Reduced |
| Vima LLC | 38 | $4.61K | 0.01% | +38 | New |
| Cedar Mountain Advisors, LLC | 41 | $4.98K | 0.00% | +41 | New |
| Kessler Investment Group, LLC | 42 | $5.10K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 45 | $5.46K | 0.00% | −2−4.3% | Reduced |
| Bell Investment Advisors, Inc | 50 | $6.07K | 0.00% | +6+13.6% | Added |
| PFS Partners, LLC | 51 | $6.22K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 59 | $7.16K | 0.01% | +59 | New |
| Albion Financial Group | 60 | $7.29K | 0.00% | −26−30.2% | Reduced |
| Naples Money Management LLC | 66 | $8.01K | 0.01% | +66 | New |
| JFS Wealth Advisors, LLC | 69 | $8.38K | 0.00% | +28+68.3% | Added |
| Umb Bank N A | 70 | $8.50K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $8.62K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 73 | $8.86K | 0.00% | +7+10.6% | Added |
| Cape Investment Advisory, Inc. | 75 | $9.11K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 75 | $9.11K | 0.00% | +75 | New |
| Hexagon Capital Partners LLC | 78 | $9.47K | 0.00% | −26−25.0% | Reduced |
| Smithfield Trust Co | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 94 | $11.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 96 | $11.7K | 0.00% | −128−57.1% | Reduced |
| Anchor Investment Management, LLC | 100 | $12.1K | 0.00% | −52−34.2% | Reduced |
| Community Bank, N.A. | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 103 | $12.5K | 0.00% | +3+3.0% | Added |
| Catalyst Capital Advisors LLC | 103 | $12.5K | 0.00% | +3+3.0% | Added |
| Manchester Capital Management LLC | 118 | $14.3K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 120 | $14.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 127 | $15.4K | 0.00% | +42+49.4% | Added |
| Asset Dedication, LLC | 124 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 135 | $16.4K | 0.00% | +55+68.8% | Added |
| Deseret Mutual Benefit Administrators | 138 | $16.8K | 0.01% | −41−22.9% | Reduced |
| Scarborough Advisors, LLC | 139 | $16.9K | 0.00% | +139 | New |
| Bokf, NA | 141 | $17.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 160 | $19.4K | 0.00% | +101+171.2% | Added |
| Trust Co | 161 | $19.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 164 | $19.9K | 0.00% | +6+3.8% | Added |
| Private Trust Co NA | 169 | $20.5K | 0.00% | +120+244.9% | Added |
| Chilton Capital Management LLC | 180 | $21.9K | 0.00% | +180 | New |
| Covestor Ltd | 187 | $22.0K | 0.02% | +9+5.1% | Added |
| IFP Advisors, Inc | 182 | $22.1K | 0.00% | +100+122.0% | Added |
| Federation des caisses Desjardins du Quebec | 198 | $24.0K | 0.00% | +16+8.8% | Added |
| Global Financial Private Client, LLC | 200 | $24.3K | 0.01% | −646−76.4% | Reduced |
| Delta Asset Management LLC | 202 | $24.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 212 | $25.7K | 0.02% | +212 | New |
| Valley National Advisers Inc | 223 | $27.0K | 0.00% | +15+7.2% | Added |
| Whittier Trust Co | 229 | $27.8K | 0.00% | −155−40.4% | Reduced |
| First Horizon Advisors, Inc. | 242 | $29.4K | 0.00% | −28−10.4% | Reduced |
| Farther Finance Advisors, LLC | 244 | $29.6K | 0.00% | +146+149.0% | Added |
| Loomis Sayles & Co L P | 245 | $30.0K | 0.00% | +74+43.3% | Added |
| Raleigh Capital Management Inc. | 248 | $30.2K | 0.01% | −71−22.3% | Reduced |
| Coppell Advisory Solutions LLC | 271 | $32.9K | 0.01% | +271 | New |
| Sugarloaf Wealth Management, LLC | 275 | $33.4K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 276 | $34.0K | 0.08% | −13,192−98.0% | Reduced |
| Allworth Financial LP | 286 | $34.7K | 0.00% | +120+72.3% | Added |
| American National Bank | 306 | $37.2K | 0.01% | +306 | New |
| Denali Advisors LLC | 309 | $37.5K | 0.01% | +103+50.0% | Added |
| Huntington National Bank | 335 | $40.7K | 0.00% | −50−13.0% | Reduced |
| Abich Financial Wealth Management LLC | 351 | $42.6K | 0.04% | +351 | New |
| Parallel Advisors, LLC | 354 | $43.0K | 0.00% | −5−1.4% | Reduced |
| GAMMA Investing LLC | 371 | $45.4K | 0.01% | +371 | New |
| Signaturefd, LLC | 409 | $49.7K | 0.00% | −88−17.7% | Reduced |
| Nomura Asset Management Co Ltd | 410 | $49.8K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 439 | $53.3K | 0.04% | +439 | New |
| Venturi Wealth Management, LLC | 445 | $54.0K | 0.00% | +103+30.1% | Added |
| Plato Investment Management Ltd | 489 | $59.4K | 0.07% | +489 | New |
| SYSTM Wealth Solutions LLC | 494 | $60.0K | 0.01% | +494 | New |