| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 1 | $291 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2 | $583 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $584 | 0.00% | −1−33.3% | Reduced |
| Amundi | 3 | $811 | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 3 | $874 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $875 | 0.00% | +1+50.0% | Added |
| TD Capital Management LLC | 3 | $876 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $1.17K | 0.00% | +3+300.0% | Added |
| TD Private Client Wealth LLC | 4 | $1.17K | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $1.46K | 0.00% | −2−28.6% | Reduced |
| Lindbrook Capital, LLC | 5 | $1.46K | 0.00% | +3+150.0% | Added |
| Stephens Consulting, LLC | 5 | $1.46K | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $1.46K | 0.00% | +5 | New |
| Grove Bank & Trust | 6 | $1.75K | 0.00% | +6 | New |
| Larson Financial Group LLC | 6 | $1.75K | 0.00% | +6 | New |
| Bare Financial Services, Inc | 8 | $2.33K | 0.00% | +8 | New |
| Quest Partners LLC | 9 | $2.62K | 0.00% | +9 | New |
| Farmers & Merchants Investments Inc | 10 | $2.92K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $2.92K | 0.00% | −1−9.1% | Reduced |
| Financial Network Wealth Advisors LLC | 12 | $3.50K | 0.00% | +12 | New |
| SRS Capital Advisors, Inc. | 12 | $3.50K | 0.00% | −43−78.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 12 | $3.50K | 0.00% | +12 | New |
| Hemington Wealth Management | 14 | $4.00K | 0.00% | +6+75.0% | Added |
| North Star Investment Management Corp. | 14 | $4.08K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 17 | $4.96K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $4.96K | 0.00% | +11+183.3% | Added |
| Hollencrest Capital Management | 20 | $5.83K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $5.83K | 0.00% | +20 | New |
| Brown Brothers Harriman & Co | 21 | $6.12K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 21 | $6.12K | 0.00% | +21 | New |
| Cape Investment Advisory, Inc. | 22 | $6.41K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24 | $7.00K | 0.00% | +24 | New |
| Spire Wealth Management | 24 | $7.00K | 0.00% | +24 | New |
| UMA Financial Services, Inc. | 30 | $8.75K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 35 | $10.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 35 | $10.2K | 0.00% | +35 | New |
| Rothschild Investment LLC | 36 | $10.5K | 0.00% | +17+89.5% | Added |
| Skopos Labs, Inc. | 41 | $12.0K | 0.00% | +41 | New |
| Principal Securities, Inc. | 35 | $12.3K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 45 | $13.0K | 0.00% | +3+7.1% | Added |
| EverSource Wealth Advisors, LLC | 46 | $13.4K | 0.00% | +9+24.3% | Added |
| Smartleaf Asset Management LLC | 52 | $15.1K | 0.00% | +14+36.8% | Added |
| Wayfinding Financial, LLC | 55 | $16.0K | 0.01% | +55 | New |
| Farther Finance Advisors, LLC | 55 | $16.3K | 0.00% | −236−81.1% | Reduced |
| Park Place Capital Corp | 56 | $16.3K | 0.00% | +17+43.6% | Added |
| Allworth Financial LP | 53 | $16.7K | 0.00% | −1−1.9% | Reduced |
| V-Square Quantitative Management LLC | 82 | $23.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 84 | $24.0K | 0.00% | −18−17.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 105 | $30.6K | 0.00% | +88+517.6% | Added |
| CIBC Private Wealth Group, LLC | 126 | $32.0K | 0.00% | −105−45.5% | Reduced |
| Versant Capital Management, Inc | 119 | $34.7K | 0.01% | +100+526.3% | Added |
| Tower Research Capital LLC (TRC) | 120 | $35.0K | 0.00% | −265−68.8% | Reduced |
| Parallel Advisors, LLC | 140 | $40.8K | 0.00% | +6+4.5% | Added |
| SBI Securities Co., Ltd. | 142 | $41.4K | 0.00% | −3−2.1% | Reduced |
| Ronald Blue Trust, Inc. | 144 | $42.0K | 0.00% | +8+5.9% | Added |
| Umb Bank N A | 163 | $47.5K | 0.00% | −3−1.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 171 | $49.9K | 0.04% | −6−3.4% | Reduced |
| Jones Financial Companies LLLP | 198 | $57.5K | 0.00% | +34+20.7% | Added |
| Whittier Trust Co | 202 | $58.9K | 0.00% | +202 | New |
| Harbor Investment Advisory, LLC | 216 | $63.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 219 | $63.8K | 0.00% | +12+5.8% | Added |
| Coldstream Capital Management Inc | 224 | $65.3K | 0.00% | +224 | New |
| First Horizon Advisors, Inc. | 227 | $66.2K | 0.00% | +31+15.8% | Added |
| Lazard Asset Management LLC | 253 | $73.0K | 0.00% | +253 | New |
| GHP Investment Advisors, Inc. | 262 | $76.4K | 0.00% | −758−74.3% | Reduced |
| Parkside Financial Bank & Trust | 267 | $77.8K | 0.01% | +10+3.9% | Added |
| GAMMA Investing LLC | 296 | $86.3K | 0.01% | +160+117.6% | Added |
| Archer Investment Corp | 300 | $87.5K | 0.02% | +300 | New |
| Huntington National Bank | 395 | $115.2K | 0.00% | +52+15.2% | Added |
| Aster Capital Management (DIFC) Ltd | 377 | $115.4K | 0.02% | +377 | New |
| Fifth Third Bancorp | 401 | $116.9K | 0.00% | +34+9.3% | Added |
| Eastern Bank | 415 | $121.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 419 | $122.1K | 0.00% | −778−65.0% | Reduced |
| Covestor Ltd | 443 | $129.0K | 0.09% | +199+81.6% | Added |
| Contravisory Investment Management, Inc. | 561 | $163.5K | 0.03% | +451+410.0% | Added |
| Lindenwold Advisors | 695 | $202.6K | 0.11% | −135−16.3% | Reduced |
| Vaughan David Investments LLC | 700 | $204.0K | 0.00% | −100−12.5% | Reduced |
| Two Sigma Advisers, LP | 700 | $204.1K | 0.00% | +700 | New |
| Wealth Alliance | 765 | $222.9K | 0.03% | +765 | New |
| Hardy Reed LLC | 765 | $223.0K | 0.02% | +9+1.2% | Added |
| Quantinno Capital Management LP | 766 | $223.3K | 0.00% | +766 | New |
| Heritage Family Offices, LLP | 779 | $227.0K | 0.12% | +70+9.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 784 | $227.5K | 0.00% | +784 | New |
| Profund Advisors LLC | 790 | $230.3K | 0.01% | −97−10.9% | Reduced |
| Professional Advisory Services Inc | 800 | $233.0K | 0.03% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 801 | $233.5K | 0.02% | −1−0.1% | Reduced |
| Bridges Investment Management Inc | 803 | $234.1K | 0.00% | +231+40.4% | Added |
| Captrust Financial Advisors | 815 | $237.6K | 0.00% | −338−29.3% | Reduced |
| Crossmark Global Holdings, Inc. | 824 | $240.2K | 0.00% | −572−41.0% | Reduced |
| The PNC Financial Services Group, Inc. | 834 | $243.1K | 0.00% | −138−14.2% | Reduced |
| KBC Group NV | 840 | $245.0K | 0.00% | +134+19.0% | Added |
| Truist Financial Corp | 847 | $246.9K | 0.00% | +100+13.4% | Added |
| Sanctuary Advisors, LLC | 854 | $248.8K | 0.00% | −1,769−67.4% | Reduced |
| New Age Alpha Advisors, LLC | 858 | $250.1K | 0.01% | −79−8.4% | Reduced |
| TCI Wealth Advisors, Inc. | 864 | $251.9K | 0.02% | +1+0.1% | Added |
| Hendershot Investments Inc. | 897 | $261.5K | 0.04% | 00.0% | Unchanged |
| Defined Financial Planning LLC | 885 | $261.9K | 0.27% | +885 | New |