| Quarry LP | 611 | $74.5K | 0.01% | +264+76.1% | Added |
| Ronald Blue Trust, Inc. | 611 | $74.5K | 0.00% | −11−1.8% | Reduced |
| Parallel Advisors, LLC | 606 | $73.9K | 0.00% | −503−45.4% | Reduced |
| Farther Finance Advisors, LLC | 572 | $69.8K | 0.00% | −721−55.8% | Reduced |
| Signaturefd, LLC | 572 | $69.8K | 0.00% | −343−37.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 543 | $66.2K | 0.00% | +91+20.1% | Added |
| Adirondack Trust Co | 500 | $61.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 470 | $57.3K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 469 | $57.2K | 0.00% | +227+93.8% | Added |
| MV Capital Management, Inc. | 414 | $50.5K | 0.00% | +14+3.5% | Added |
| Quest Partners LLC | 401 | $48.9K | 0.00% | −15,629−97.5% | Reduced |
| Danske Bank A/S | 400 | $48.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 373 | $45.5K | 0.00% | −46−11.0% | Reduced |
| IFP Advisors, Inc | 369 | $45.0K | 0.00% | +118+47.0% | Added |
| Salomon & Ludwin, LLC | 360 | $44.3K | 0.00% | +100+38.5% | Added |
| Los Angeles Capital Management LLC | 314 | $39.0K | 0.00% | +314 | New |
| Ameriflex Group, Inc. | 290 | $35.4K | 0.02% | +290 | New |
| HM Payson & Co | 287 | $35.0K | 0.00% | −354−55.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 286 | $34.9K | 0.00% | −42−12.8% | Reduced |
| Nomura Asset Management Co Ltd | 280 | $34.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 280 | $34.1K | 0.00% | +19+7.3% | Added |
| Piscataqua Savings Bank | 253 | $30.9K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 202 | $24.6K | 0.00% | +141+231.1% | Added |
| Measured Wealth Private Client Group, LLC | 187 | $22.8K | 0.01% | −52−21.8% | Reduced |
| Parkside Financial Bank & Trust | 187 | $22.8K | 0.00% | +18+10.7% | Added |
| SRS Capital Advisors, Inc. | 192 | $22.7K | 0.00% | −5,298−96.5% | Reduced |
| Aventus Investment Advisors, Inc. | 175 | $21.3K | 0.02% | +105+150.0% | Added |
| Smartleaf Asset Management LLC | 170 | $20.9K | 0.00% | −728−81.1% | Reduced |
| Assetmark, Inc | 164 | $20.0K | 0.00% | +73+80.2% | Added |
| Global Retirement Partners, LLC | 141 | $17.2K | 0.00% | −117−45.3% | Reduced |
| Root Financial Partners, LLC | 137 | $16.7K | 0.00% | +12+9.6% | Added |
| Basecamp Wealth Advisors LLC | 136 | $16.6K | 0.00% | +136 | New |
| Nisa Investment Advisors, LLC | 131 | $16.0K | 0.00% | +4+3.1% | Added |
| Covestor Ltd | 114 | $14.0K | 0.01% | +9+8.6% | Added |
| Centerpoint Advisors, LLC | 105 | $13.0K | 0.00% | +28+36.4% | Added |
| Whittier Trust Co | 105 | $12.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 101 | $12.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 98 | $12.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 83 | $10.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 79 | $9.63K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 76 | $9.29K | 0.00% | +76 | New |
| Global X Japan Co., Ltd. | 76 | $9.27K | 0.00% | +76 | New |
| JFS Wealth Advisors, LLC | 68 | $8.29K | 0.00% | +13+23.6% | Added |
| Geneos Wealth Management Inc. | 64 | $7.86K | 0.00% | −37−36.6% | Reduced |
| Quent Capital, LLC | 63 | $7.68K | 0.00% | −24−27.6% | Reduced |
| SageView Advisory Group, LLC | 51 | $6.22K | 0.00% | +51 | New |
| MCF Advisors LLC | 50 | $6.10K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 50 | $6.10K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $6.10K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 50 | $6.10K | 0.00% | +50 | New |
| South State Corp. | 46 | $5.61K | 0.00% | +46 | New |
| SJS Investment Consulting Inc. | 44 | $5.37K | 0.00% | +36+450.0% | Added |
| Harbour Investments, Inc. | 44 | $5.37K | 0.00% | −576−92.9% | Reduced |
| First Pacific Financial | 41 | $5.00K | 0.00% | +41 | New |
| Spire Wealth Management | 38 | $4.63K | 0.00% | +3+8.6% | Added |
| Meeder Asset Management Inc | 35 | $4.27K | 0.00% | +35 | New |
| MJT & Associates Financial Advisory Group, Inc. | 34 | $4.15K | 0.00% | −1−2.9% | Reduced |
| Private Wealth Management Group, LLC | 34 | $4.15K | 0.00% | +2+6.3% | Added |
| High Note Wealth, LLC | 33 | $4.03K | 0.00% | +33 | New |
| C M Bidwell & Associates Ltd | 30 | $3.66K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 30 | $3.66K | 0.00% | +25+500.0% | Added |
| Cornerstone Planning Group LLC | 28 | $3.46K | 0.00% | +9+47.4% | Added |
| Creative Financial Designs Inc | 28 | $3.42K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 27 | $3.29K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 22 | $2.68K | 0.00% | −4−15.4% | Reduced |
| TD Private Client Wealth LLC | 20 | $2.44K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 20 | $2.44K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 19 | $2.32K | 0.00% | −99−83.9% | Reduced |
| Larson Financial Group LLC | 18 | $2.19K | 0.00% | −153−89.5% | Reduced |
| Wealth Preservation Advisors, LLC | 18 | $2.19K | 0.00% | +18 | New |
| Whittier Trust Co of Nevada Inc | 18 | $2.17K | 0.00% | −6−25.0% | Reduced |
| Ancora Advisors, LLC | 16 | $1.95K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 16 | $1.95K | 0.00% | +16 | New |
| Transamerica Financial Advisors, Inc. | 15 | $1.83K | 0.00% | +9+150.0% | Added |
| MidFirst Bank | 673 | $1.71K | 0.00% | +673 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.46K | 0.00% | −1−7.7% | Reduced |
| Atlantic Union Bankshares Corp | 12 | $1.46K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $1.46K | 0.00% | +12 | New |
| True Wealth Design, LLC | 11 | $1.34K | 0.00% | −50−82.0% | Reduced |
| Minot DeBlois Advisors LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $1.22K | 0.00% | +6+150.0% | Added |
| Activest Wealth Management | 10 | $1.22K | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 9 | $1.10K | 0.00% | +9 | New |
| Golden State Wealth Management, LLC | 9 | $1.10K | 0.00% | +9 | New |
| Rossby Financial, LCC | 8 | $976 | 0.00% | +1+14.3% | Added |
| Colonial Trust Advisors | 8 | $976 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 7 | $854 | 0.00% | +3+75.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 7 | $854 | 0.00% | +7 | New |
| Cromwell Holdings LLC | 6 | $732 | 0.00% | −4−40.0% | Reduced |
| Bare Financial Services, Inc | 6 | $732 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $732 | 0.00% | +1+20.0% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $731 | 0.00% | +1+20.0% | Added |
| HFM Investment Advisors, LLC | 5 | $610 | 0.00% | +2+66.7% | Added |
| ZRC Wealth Management, LLC | 5 | $610 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 4 | $488 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $488 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 4 | $488 | 0.00% | +4 | New |
| CVA Family Office, LLC | 4 | $488 | 0.00% | +4 | New |
| Optima Capital LLC | 4 | $488 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 3 | $366 | 0.00% | +3 | New |