| Cordant, Inc. | 0 | $107 | 0.00% | 0 | New |
| Salomon & Ludwin, LLC | 47 | $141 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1 | $355 | 0.00% | −7−87.5% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $355 | 0.00% | 00.0% | Unchanged |
| Bayban | 1 | $355 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $355 | 0.00% | +1 | New |
| USA Financial Formulas | 1 | $355 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $355 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $355 | 0.00% | +1 | New |
| Fortitude Family Office, LLC | 2 | $709 | 0.00% | −11−84.6% | Reduced |
| Signature Equity Partners, LLC | 2 | $709 | 0.00% | −2−50.0% | Reduced |
| Bogart Wealth, LLC | 2 | $709 | 0.00% | −1−33.3% | Reduced |
| Dunhill Financial, LLC | 2 | $709 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $709 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $709 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $709 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $710 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $710 | 0.00% | +1+100.0% | Added |
| TD Private Client Wealth LLC | 3 | $1.06K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $1.06K | 0.00% | +1+50.0% | Added |
| Creative Financial Designs Inc | 4 | $1.42K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4 | $1.42K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $1.42K | 0.00% | −1−20.0% | Reduced |
| Albion Financial Group | 4 | $1.42K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 4 | $1.42K | 0.00% | +3+300.0% | Added |
| Alerus Financial NA | 5 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $1.77K | 0.00% | +1+25.0% | Added |
| CoreCap Advisors, LLC | 6 | $2.13K | 0.00% | −7−53.8% | Reduced |
| Action Point Financial Planning, LLC | 6 | $2.13K | 0.00% | +6 | New |
| Manning & Napier Advisors LLC | 6 | $2.16K | 0.00% | +6 | New |
| Retirement Wealth Solutions LLC | 7 | $2.48K | 0.00% | −1−12.5% | Reduced |
| IFG Advisory, LLC | 7 | $2.48K | 0.00% | +7 | New |
| Webster Bank, N. A. | 8 | $2.84K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 8 | $2.84K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $2.84K | 0.00% | +3+60.0% | Added |
| St Germain D J Co Inc | 9 | $3.19K | 0.00% | −1−10.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 9 | $3.19K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 9 | $3.19K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 10 | $3.54K | 0.00% | −15−60.0% | Reduced |
| Ameritas Advisory Services, LLC | 10 | $3.54K | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 10 | $3.54K | 0.00% | +10 | New |
| Silver Grove Financial Group, Inc. | 11 | $3.90K | 0.00% | +11 | New |
| High Note Wealth, LLC | 12 | $4.25K | 0.00% | −1−7.7% | Reduced |
| Abound Wealth Management | 12 | $4.25K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 13 | $4.61K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $5.32K | 0.00% | −7−31.8% | Reduced |
| Mather Group, LLC. | 17 | $6.03K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 17 | $6.03K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 18 | $6.38K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 20 | $7.09K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 20 | $7.09K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 22 | $7.80K | 0.00% | +11+100.0% | Added |
| EverSource Wealth Advisors, LLC | 23 | $8.15K | 0.00% | −99−81.1% | Reduced |
| Continuum Advisory, LLC | 23 | $8.15K | 0.00% | +23 | New |
| Farmers & Merchants Investments Inc | 25 | $8.86K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 26 | $9.00K | 0.01% | +8+44.4% | Added |
| Zions Bancorporation, National Association | 28 | $9.93K | 0.00% | +4+16.7% | Added |
| GWM Advisors LLC | 29 | $10.3K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 30 | $10.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 30 | $10.6K | 0.00% | +30 | New |
| Harvest Fund Management Co., Ltd | 34 | $12.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 34 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $12.4K | 0.00% | −10−22.2% | Reduced |
| True Wealth Design, LLC | 35 | $12.4K | 0.00% | −10−22.2% | Reduced |
| Key Financial Inc | 37 | $13.1K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 39 | $13.8K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 43 | $15.2K | 0.00% | −7−14.0% | Reduced |
| Index Technologies Group LLC | 43 | $15.2K | 0.01% | +43 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 48 | $17.0K | 0.01% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 50 | $17.7K | 0.01% | +50 | New |
| Trust Co of Vermont | 52 | $18.4K | 0.00% | +52 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 54 | $19.1K | 0.00% | −281,495−100.0% | Reduced |
| Elequin Capital LP | 54 | $19.1K | 0.00% | +54 | New |
| Colonial Trust Co | 55 | $19.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 55 | $19.5K | 0.00% | −16−22.5% | Reduced |
| SBI Securities Co., Ltd. | 57 | $20.2K | 0.00% | +7+14.0% | Added |
| Farther Finance Advisors, LLC | 58 | $20.6K | 0.00% | −113−66.1% | Reduced |
| Basecamp Wealth Advisors LLC | 60 | $21.3K | 0.00% | −2−3.2% | Reduced |
| Harbour Investments, Inc. | 64 | $22.7K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 64 | $23.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $25.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $26.2K | 0.00% | +73+7,300.0% | Added |
| Nomura Asset Management Co Ltd | 77 | $27.3K | 0.00% | −107−58.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 78 | $27.7K | 0.00% | +1+1.3% | Added |
| First Horizon Corp | 83 | $29.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 85 | $30.1K | 0.00% | −1,640−95.1% | Reduced |
| Center for Financial Planning, Inc. | 85 | $30.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 90 | $31.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 98 | $34.7K | 0.00% | +10+11.4% | Added |
| Massmutual Trust Co FSB | 100 | $35.5K | 0.00% | −60−37.5% | Reduced |
| Winch Advisory Services, LLC | 100 | $35.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 104 | $36.9K | 0.00% | +29+38.7% | Added |
| NBC Securities, Inc. | 105 | $37.7K | 0.00% | +105 | New |
| GHP Investment Advisors, Inc. | 111 | $39.4K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 111 | $39.4K | 0.03% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 118 | $41.8K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 124 | $44.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 142 | $50.3K | 0.00% | −154−52.0% | Reduced |
| Longfellow Investment Management Co LLC | 159 | $56.4K | 0.01% | +159 | New |