| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Trust Co of Vermont | 1 | $179 | 0.00% | −23−95.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1 | $179 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $469 | 0.00% | +3 | New |
| Bokf, NA | 3 | $535 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $536 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $714 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 6 | $1.07K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $1.12K | 0.00% | +6 | New |
| Sound Income Strategies, LLC | 8 | $1.43K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 8 | $1.43K | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 8 | $1.44K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10 | $1.79K | 0.00% | +10 | New |
| Gradient Investments LLC | 11 | $1.96K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $1.96K | 0.00% | +1+10.0% | Added |
| VitalStone Financial, LLC | 13 | $2.00K | 0.00% | −2,644−99.5% | Reduced |
| SRS Capital Advisors, Inc. | 13 | $2.34K | 0.00% | +4+44.4% | Added |
| Aspect Partners, LLC | 14 | $2.50K | 0.00% | +14 | New |
| Avion Wealth | 16 | $3.00K | 0.00% | +3+23.1% | Added |
| Castleview Partners, LLC | 18 | $3.21K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $3.39K | 0.00% | +19 | New |
| Grove Bank & Trust | 20 | $3.57K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 21 | $3.75K | 0.00% | +21 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $3.93K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $5.00K | 0.00% | −98−77.8% | Reduced |
| Key Financial Inc | 31 | $5.54K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 31 | $5.54K | 0.00% | +31 | New |
| True Wealth Design, LLC | 31 | $5.54K | 0.00% | +31 | New |
| Bell Investment Advisors, Inc | 33 | $5.89K | 0.00% | −1−2.9% | Reduced |
| Fortitude Family Office, LLC | 34 | $6.07K | 0.00% | +34 | New |
| HighMark Wealth Management LLC | 36 | $6.43K | 0.00% | +2+5.9% | Added |
| Spire Wealth Management | 36 | $6.67K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 38 | $6.71K | 0.00% | +1+2.7% | Added |
| Bogart Wealth, LLC | 39 | $6.96K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 42 | $7.00K | 0.00% | +2+5.0% | Added |
| First Pacific Financial | 40 | $7.14K | 0.00% | +40 | New |
| DT Investment Partners, LLC | 40 | $7.33K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 42 | $7.50K | 0.01% | +42 | New |
| Glassman Wealth Services | 43 | $7.68K | 0.00% | +1+2.4% | Added |
| Asset Dedication, LLC | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 50 | $8.93K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $8.93K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 51 | $9.11K | 0.01% | +51 | New |
| MV Capital Management, Inc. | 53 | $9.46K | 0.00% | +2+3.9% | Added |
| West Paces Advisors Inc. | 53 | $9.46K | 0.00% | +3+6.0% | Added |
| Smartleaf Asset Management LLC | 54 | $9.60K | 0.00% | +54 | New |
| Jones Financial Companies LLLP | 54 | $9.64K | 0.00% | +54 | New |
| Turtle Creek Wealth Advisors, LLC | 69 | $12.3K | 0.00% | +69 | New |
| Capital Advisors, Ltd. LLC | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 80 | $14.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 81 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 83 | $14.8K | 0.01% | +83 | New |
| CVA Family Office, LLC | 89 | $15.9K | 0.00% | +89 | New |
| Close Asset Management Ltd | 88 | $16.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 87 | $16.0K | 0.00% | +87 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 93 | $16.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 97 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 94 | $17.0K | 0.01% | +1+1.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $17.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $17.9K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $17.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 105 | $18.7K | 0.00% | +105 | New |
| Adirondack Trust Co | 100 | $19.2K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 110 | $20.0K | 0.00% | +16+17.0% | Added |
| Prestige Wealth Management Group LLC | 117 | $20.9K | 0.00% | −27−18.8% | Reduced |
| EverSource Wealth Advisors, LLC | 138 | $24.6K | 0.00% | +3+2.2% | Added |
| Raleigh Capital Management Inc. | 144 | $25.8K | 0.01% | +11+8.3% | Added |
| TD Private Client Wealth LLC | 146 | $26.1K | 0.00% | +30+25.9% | Added |
| Optiver Holding B.V. | 164 | $29.3K | 0.00% | +164 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 166 | $30.0K | 0.02% | +166 | New |
| Allworth Financial LP | 170 | $30.4K | 0.00% | +73+75.3% | Added |
| ORG Partners LLC | 173 | $30.9K | 0.01% | +173 | New |
| Coppell Advisory Solutions LLC | 176 | $31.4K | 0.01% | −172−49.4% | Reduced |
| NBC Securities, Inc. | 181 | $32.0K | 0.00% | −11−5.7% | Reduced |
| BKM Wealth Management, LLC | 183 | $32.7K | 0.01% | +183 | New |
| McIlrath & Eck, LLC | 200 | $35.7K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 209 | $37.3K | 0.01% | −282−57.4% | Reduced |
| JFS Wealth Advisors, LLC | 212 | $37.9K | 0.00% | +4+1.9% | Added |
| Westpac Banking Corp | 216 | $38.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 217 | $38.7K | 0.00% | +84+63.2% | Added |
| Ronald Blue Trust, Inc. | 276 | $43.0K | 0.00% | +135+95.7% | Added |
| Islay Capital Management, LLC | 250 | $44.6K | 0.04% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 261 | $46.4K | 0.00% | +261 | New |
| Larson Financial Group LLC | 267 | $47.6K | 0.00% | +5+1.9% | Added |
| Global Trust Asset Management, LLC | 275 | $49.1K | 0.02% | +50+22.2% | Added |
| Parkside Financial Bank & Trust | 286 | $51.1K | 0.01% | −20−6.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 300 | $53.0K | 0.02% | +300 | New |
| City State Bank | 300 | $54.0K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 307 | $55.0K | 0.00% | −23−7.0% | Reduced |
| Global Retirement Partners, LLC | 312 | $57.3K | 0.00% | +31+11.0% | Added |
| JJJ Advisors Inc. | 327 | $58.4K | 0.01% | +53+19.3% | Added |
| Advisory Services Network, LLC | 331 | $59.1K | 0.00% | −1,054−76.1% | Reduced |
| Massmutual Trust Co FSB | 337 | $60.2K | 0.00% | +26+8.4% | Added |
| State of Wyoming | 343 | $61.2K | 0.01% | +343 | New |
| Capstone Investment Advisors, LLC | 353 | $63.0K | 0.00% | −1,176−76.9% | Reduced |
| Tradition Wealth Management, LLC | 364 | $65.0K | 0.01% | −4−1.1% | Reduced |