| TFC Financial Management | 1 | $319 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $319 | 0.00% | +1 | New |
| Institutional & Family Asset Management, LLC | 2 | $637 | 0.00% | −2−50.0% | Reduced |
| Tfo-TDC, LLC | 2 | $637 | 0.00% | −1−33.3% | Reduced |
| Cedar Mountain Advisors, LLC | 2 | $637 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2 | $637 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $955 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3 | $955 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3 | $1.00K | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 3 | $1.08K | 0.00% | +3 | New |
| Manchester Capital Management LLC | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5 | $1.59K | 0.00% | +2+66.7% | Added |
| Tortoise Investment Management, LLC | 5 | $1.59K | 0.00% | +5 | New |
| VisionPoint Advisory Group, LLC | 5 | $1.59K | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 6 | $1.91K | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 7 | $2.20K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7 | $2.23K | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.23K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $2.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $2.23K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $2.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $2.87K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10 | $3.19K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $3.19K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 10 | $3.19K | 0.00% | +10 | New |
| Continuum Advisory, LLC | 10 | $3.33K | 0.00% | +10 | New |
| Naples Money Management LLC | 11 | $3.50K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $3.50K | 0.00% | +9+450.0% | Added |
| Webster Bank, N. A. | 12 | $3.82K | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 14 | $4.42K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 14 | $4.46K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 14 | $4.46K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 20 | $5.50K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 18 | $5.73K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $5.73K | 0.00% | 00.0% | Unchanged |
| Amundi | 19 | $5.88K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 19 | $6.05K | 0.00% | +19 | New |
| Smartleaf Asset Management LLC | 19 | $6.05K | 0.00% | +17+850.0% | Added |
| Sofos Investments, Inc. | 20 | $6.07K | 0.00% | +17+566.7% | Added |
| Hexagon Capital Partners LLC | 20 | $6.37K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 20 | $6.37K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 21 | $6.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $7.01K | 0.00% | −2−8.3% | Reduced |
| CVA Family Office, LLC | 23 | $7.32K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $7.96K | 0.00% | +25 | New |
| Washington Trust Advisors, Inc. | 26 | $8.28K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 26 | $8.28K | 0.00% | +26 | New |
| Parkside Financial Bank & Trust | 26 | $8.28K | 0.00% | +18+225.0% | Added |
| IFP Advisors, Inc | 28 | $8.92K | 0.00% | −24−46.2% | Reduced |
| Highlander Capital Management, LLC | 28 | $8.92K | 0.00% | +28 | New |
| Creekmur Asset Management LLC | 30 | $9.55K | 0.00% | +20+200.0% | Added |
| Private Wealth Management Group, LLC | 31 | $9.87K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 30 | $10.0K | 0.00% | +30 | New |
| EverSource Wealth Advisors, LLC | 33 | $10.5K | 0.00% | +8+32.0% | Added |
| GoalVest Advisory LLC | 34 | $10.8K | 0.00% | +34 | New |
| Frazier Financial Advisors, LLC | 38 | $12.1K | 0.01% | −7−15.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $12.4K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 45 | $14.0K | 0.01% | +7+18.4% | Added |
| First Financial Corp | 46 | $14.6K | 0.01% | −269−85.4% | Reduced |
| NBC Securities, Inc. | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 45 | $15.3K | 0.00% | +10+28.6% | Added |
| Covestor Ltd | 50 | $16.0K | 0.01% | −1−2.0% | Reduced |
| Smithfield Trust Co | 53 | $17.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 59 | $18.9K | 0.00% | +33+126.9% | Added |
| Criterion Capital Advisors, LLC | 60 | $19.1K | 0.01% | −6−9.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 65 | $20.7K | 0.00% | +65 | New |
| Iron Horse Wealth Management, LLC | 65 | $20.8K | 0.01% | +25+62.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 67 | $21.0K | 0.00% | +67 | New |
| Riverview Trust Co | 68 | $21.7K | 0.02% | +68 | New |
| JFS Wealth Advisors, LLC | 70 | $22.3K | 0.00% | −1−1.4% | Reduced |
| New Covenant Trust Company, N.A. | 73 | $23.2K | 0.02% | +73 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $23.6K | 0.01% | +74 | New |
| Centerpoint Advisors, LLC | 77 | $25.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 83 | $26.4K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 84 | $26.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 90 | $28.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 94 | $29.9K | 0.02% | +94 | New |
| TD Waterhouse Canada Inc. | 85 | $30.0K | 0.00% | +67+372.2% | Added |
| Colonial Trust Co | 97 | $30.9K | 0.01% | −31−24.2% | Reduced |
| Advisors Asset Management, Inc. | 102 | $32.5K | 0.00% | +102 | New |
| Ronald Blue Trust, Inc. | 107 | $34.1K | 0.00% | −62−36.7% | Reduced |
| Massmutual Trust Co FSB | 108 | $34.4K | 0.00% | +5+4.9% | Added |
| Bokf, NA | 117 | $36.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 118 | $37.6K | 0.00% | +8+7.3% | Added |
| V-Square Quantitative Management LLC | 129 | $41.1K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 129 | $41.1K | 0.00% | +1+0.8% | Added |
| C M Bidwell & Associates Ltd | 134 | $42.7K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 148 | $47.3K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 149 | $50.3K | 0.00% | −39,791−99.6% | Reduced |
| SRS Capital Advisors, Inc. | 158 | $50.4K | 0.01% | −7−4.2% | Reduced |
| Legacy Bridge, LLC | 171 | $54.5K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 175 | $55.7K | 0.01% | +8+4.8% | Added |
| West Financial Advisors, LLC | 198 | $63.1K | 0.01% | +13+7.0% | Added |
| Raleigh Capital Management Inc. | 204 | $65.0K | 0.03% | +193+1,754.5% | Added |
| CoreCap Advisors, LLC | 205 | $65.3K | 0.00% | +205 | New |
| Pinnacle Bancorp, Inc. | 232 | $73.9K | 0.02% | +88+61.1% | Added |
| Nomura Asset Management Co Ltd | 248 | $79.0K | 0.00% | 00.0% | Unchanged |