| Householder Group Estate & Retirement Specialist, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $103 | 0.00% | −11−91.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4 | $414 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4 | $414 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4 | $414 | 0.00% | +4 | New |
| My Personal CFO, LLC | 4 | $414 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $414 | 0.00% | +4 | New |
| Rise Advisors, LLC | 7 | $724 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $724 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 7 | $724 | 0.00% | +7 | New |
| Key Financial Inc | 9 | $763 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 8 | $828 | 0.00% | +8 | New |
| Sanctuary Wealth Management, L.L.C. | 9 | $931 | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | −9−56.3% | Reduced |
| Penserra Capital Management LLC | 10 | $1.00K | 0.00% | +10 | New |
| Ronald Blue Trust, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| New Millennium Group LLC | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $1.14K | 0.00% | +11 | New |
| Sofos Investments, Inc. | 103 | $1.39K | 0.01% | −917−89.9% | Reduced |
| Versant Capital Management, Inc | 14 | $1.45K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 14 | $1.45K | 0.00% | +14 | New |
| SRS Capital Advisors, Inc. | 19 | $1.97K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 22 | $2.00K | 0.00% | −54−71.1% | Reduced |
| Park Place Capital Corp | 18 | $2.00K | 0.00% | +18 | New |
| Baker Avenue Asset Management, LP | 21 | $2.17K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 23 | $2.38K | 0.00% | +10+76.9% | Added |
| Zions Bancorporation, N.A. | 25 | $2.59K | 0.00% | −86−77.5% | Reduced |
| Disciplined Investments, LLC | 25 | $2.59K | 0.00% | +1+4.2% | Added |
| Steward Financial Group LLC | 33 | $3.00K | 0.00% | +33 | New |
| Lee Financial Co | 30 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $3.10K | 0.00% | −3−9.1% | Reduced |
| Sage Mountain Advisors LLC | 31 | $3.21K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 34 | $3.52K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $3.73K | 0.00% | −12−25.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 38 | $3.93K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 43 | $4.45K | 0.00% | +43 | New |
| Oliver Lagore Vanvalin Investment Group | 50 | $5.17K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 51 | $5.65K | 0.00% | +51 | New |
| Schubert & Co | 56 | $5.79K | 0.01% | −17−23.3% | Reduced |
| Asset Dedication, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $6.21K | 0.00% | +5+9.1% | Added |
| Wolverine Asset Management LLC | 61 | $6.31K | 0.00% | −781−92.8% | Reduced |
| Harbour Investments, Inc. | 64 | $6.62K | 0.00% | −13−16.9% | Reduced |
| TD Private Client Wealth LLC | 66 | $6.83K | 0.00% | +10+17.9% | Added |
| Massmutual Trust Co FSB | 70 | $7.00K | 0.00% | −4−5.4% | Reduced |
| Earnest Partners LLC | 74 | $7.66K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 80 | $8.28K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 82 | $8.49K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 92 | $9.52K | 0.00% | +92 | New |
| Lindbrook Capital, LLC | 94 | $9.73K | 0.00% | −95−50.3% | Reduced |
| JFS Wealth Advisors, LLC | 96 | $9.94K | 0.00% | +7+7.9% | Added |
| Money Concepts Capital Corp | 97 | $10.0K | 0.00% | +52+115.6% | Added |
| McIlrath & Eck, LLC | 98 | $10.1K | 0.00% | +98 | New |
| Trust Co of Vermont | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 109 | $11.3K | 0.00% | +26+31.3% | Added |
| Spire Wealth Management | 128 | $13.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 126 | $13.0K | 0.00% | −74−37.0% | Reduced |
| Prestige Wealth Management Group LLC | 130 | $13.5K | 0.00% | +9+7.4% | Added |
| JNBA Financial Advisors | 140 | $14.5K | 0.00% | −22−13.6% | Reduced |
| Hantz Financial Services, Inc. | 143 | $15.0K | 0.00% | −41−22.3% | Reduced |
| West Oak Capital, LLC | 147 | $15.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 145 | $15.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 150 | $15.5K | 0.00% | −301−66.7% | Reduced |
| HighMark Wealth Management LLC | 150 | $15.5K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 153 | $15.8K | 0.00% | +153 | New |
| Quent Capital, LLC | 161 | $16.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 163 | $16.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 177 | $18.3K | 0.00% | +158+831.6% | Added |
| Comerica Securities,inc. | 188 | $19.5K | 0.00% | +188 | New |
| CoreCap Advisors, LLC | 191 | $19.8K | 0.00% | −17,741−98.9% | Reduced |
| Achmea Investment Management B.V. | 221 | $21.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 205 | $21.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 205 | $21.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 211 | $22.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 218 | $23.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 226 | $23.4K | 0.00% | +27+13.6% | Added |
| Quadrant Capital Group LLC | 231 | $23.9K | 0.00% | −17−6.9% | Reduced |
| DT Investment Partners, LLC | 231 | $23.9K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 230 | $24.0K | 0.01% | +230 | New |
| Alaska Permanent Fund Corp | 243 | $25.0K | 0.00% | −124−33.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 246 | $25.0K | 0.00% | +43+21.2% | Added |
| TCI Wealth Advisors, Inc. | 247 | $25.6K | 0.00% | +100+68.0% | Added |
| Altshuler Shaham Ltd | 256 | $26.5K | 0.00% | −36−12.3% | Reduced |
| Glassman Wealth Services | 256 | $26.5K | 0.00% | +9+3.6% | Added |
| ICA Group Wealth Management, LLC | 300 | $31.0K | 0.01% | +300 | New |
| Grey Fox Wealth Advisors, LLC | 302 | $31.3K | 0.02% | +302 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 320 | $33.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 327 | $33.8K | 0.00% | +327 | New |
| Covestor Ltd | 337 | $35.0K | 0.03% | +169+100.6% | Added |
| MayTech Global Investments, LLC | 350 | $36.2K | 0.01% | +350 | New |
| Ellevest, Inc. | 380 | $39.3K | 0.00% | −242−38.9% | Reduced |
| Baystate Wealth Management LLC | 400 | $41.0K | 0.00% | +400 | New |
| State of Wyoming | 399 | $41.3K | 0.01% | +399 | New |
| Resurgent Financial Advisors LLC | 411 | $42.5K | 0.02% | +411 | New |
| HealthInvest Partners AB | 414 | $42.8K | 0.08% | +414 | New |
| Kapitalo Investimentos Ltda | 460 | $47.6K | 0.04% | +460 | New |
| First Horizon Advisors, Inc. | 511 | $52.9K | 0.00% | +15+3.0% | Added |
