| Harbour Investments, Inc. | 1 | $164 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $164 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $165 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $165 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $165 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $238 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $329 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $493 | 0.00% | +3 | New |
| NBT Bank N A | 4 | $657 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $657 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $657 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $657 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $657 | 0.00% | +3+300.0% | Added |
| Valued Wealth Advisors LLC | 4 | $664 | 0.00% | +3+300.0% | Added |
| CoreCap Advisors, LLC | 6 | $985 | 0.00% | +6 | New |
| Ameriflex Group, Inc. | 6 | $985 | 0.00% | +6 | New |
| Hantz Financial Services, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 8 | $1.31K | 0.00% | −72−90.0% | Reduced |
| Tounjian Advisory Partners, LLC | 10 | $1.64K | 0.00% | +10 | New |
| Ronald Blue Trust, Inc. | 12 | $1.97K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 12 | $1.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 13 | $2.13K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 13 | $2.14K | 0.00% | +7+116.7% | Added |
| Activest Wealth Management | 14 | $2.30K | 0.00% | −47−77.0% | Reduced |
| Retirement Wealth Solutions LLC | 14 | $2.30K | 0.00% | −1−6.7% | Reduced |
| Umb Bank N A | 15 | $2.46K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 15 | $2.46K | 0.00% | +15 | New |
| Westside Investment Management, Inc. | 17 | $2.79K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 17 | $2.79K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $2.96K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 18 | $2.96K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $3.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $3.12K | 0.00% | +18+1,800.0% | Added |
| JPL Wealth Management, LLC | 20 | $3.28K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 20 | $3.28K | 0.00% | +20 | New |
| Action Point Financial Planning, LLC | 20 | $3.28K | 0.00% | +20 | New |
| Manning & Napier Advisors LLC | 20 | $3.30K | 0.00% | +20 | New |
| Rossby Financial, LCC | 21 | $3.45K | 0.00% | −8−27.6% | Reduced |
| Wall Street Access Asset Management, LLC | 22 | $3.61K | 0.00% | +22 | New |
| Basecamp Wealth Advisors LLC | 23 | $3.78K | 0.00% | −48−67.6% | Reduced |
| Cornerstone Planning Group LLC | 24 | $4.17K | 0.00% | +8+50.0% | Added |
| Millstone Evans Group, LLC | 31 | $5.09K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 33 | $5.42K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 39 | $6.40K | 0.00% | +37+1,850.0% | Added |
| Keating Financial Advisory Services, Inc. | 40 | $6.57K | 0.00% | +1+2.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 48 | $7.88K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 48 | $7.88K | 0.00% | +48 | New |
| Point Nemo Capital, LLC | 49 | $8.04K | 0.00% | +49 | New |
| Steward Partners Investment Advisory, LLC | 51 | $8.37K | 0.00% | +51 | New |
| Salomon & Ludwin, LLC | 61 | $10.3K | 0.00% | −3−4.7% | Reduced |
| Highline Wealth Partners LLC | 66 | $10.8K | 0.00% | +7+11.9% | Added |
| Centerpoint Advisors, LLC | 69 | $11.0K | 0.00% | +69 | New |
| Northwestern Mutual Wealth Management Co | 74 | $12.1K | 0.00% | +17+29.8% | Added |
| Covestor Ltd | 76 | $13.0K | 0.01% | −1−1.3% | Reduced |
| Bayforest Capital Ltd | 94 | $15.4K | 0.01% | +94 | New |
| Spire Wealth Management | 100 | $16.4K | 0.00% | +100 | New |
| Cetera Trust Company, N.A | 104 | $17.1K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 106 | $17.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 118 | $19.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 127 | $20.9K | 0.00% | +127 | New |
| Dogwood Wealth Management LLC | 135 | $22.2K | 0.01% | +12+9.8% | Added |
| ZRC Wealth Management, LLC | 142 | $23.3K | 0.01% | +125+735.3% | Added |
| Persistent Asset Partners Ltd | 150 | $24.6K | 0.01% | +150 | New |
| Nomura Asset Management Co Ltd | 180 | $29.6K | 0.00% | −530−74.6% | Reduced |
| Creative Financial Designs Inc | 180 | $29.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 187 | $30.7K | 0.00% | +184+6,133.3% | Added |
| Cherry Tree Wealth Management, LLC | 190 | $31.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 191 | $31.4K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 203 | $33.5K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 207 | $34.0K | 0.00% | +207 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 211 | $34.6K | 0.00% | −172−44.9% | Reduced |
| Parallel Advisors, LLC | 214 | $35.1K | 0.00% | −107−33.3% | Reduced |
| Private Trust Co NA | 221 | $36.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 221 | $36.3K | 0.00% | +115+108.5% | Added |
| Smithfield Trust Co | 225 | $37.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 223 | $37.0K | 0.00% | +1+0.5% | Added |
| V-Square Quantitative Management LLC | 241 | $39.6K | 0.00% | +241 | New |
| Quarry LP | 258 | $42.4K | 0.01% | +258 | New |
| Transamerica Financial Advisors, Inc. | 275 | $45.3K | 0.00% | +113+69.8% | Added |
| Fortitude Family Office, LLC | 282 | $46.3K | 0.01% | +282 | New |
| Rothschild Investment LLC | 306 | $50.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 332 | $55.0K | 0.00% | −1−0.3% | Reduced |
| True Wealth Design, LLC | 368 | $60.4K | 0.01% | +24+7.0% | Added |
| Fifth Third Bancorp | 381 | $62.6K | 0.00% | +381 | New |
| Assetmark, Inc | 390 | $64.0K | 0.00% | −1,222−75.8% | Reduced |
| Emerald Advisers, LLC | 425 | $69.8K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 452 | $74.2K | 0.05% | −63−12.2% | Reduced |
| Farther Finance Advisors, LLC | 562 | $92.3K | 0.00% | +126+28.9% | Added |
| Smartleaf Asset Management LLC | 608 | $100.2K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 685 | $112.5K | 0.01% | +8+1.2% | Added |
| Global Retirement Partners, LLC | 686 | $112.6K | 0.00% | +686 | New |
| Larson Financial Group LLC | 689 | $113.1K | 0.00% | +480+229.7% | Added |
| Institute for Wealth Management, LLC. | 898 | $147.4K | 0.01% | +898 | New |
| Hills Bank & Trust Co | 904 | $148.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 916 | $150.9K | 0.00% | +790+627.0% | Added |
| Rockefeller Capital Management L.P. | 960 | $157.6K | 0.00% | −79−7.6% | Reduced |
| Daiwa Securities Group Inc. | 964 | $158.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 988 | $162.2K | 0.00% | +9+0.9% | Added |
| Essential Partners LLC | 1,132 | $185.9K | 0.09% | −2,114−65.1% | Reduced |