| Marquette Asset Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Total Clarity Wealth Management, Inc. | 1 | $0 | 0.00% | +1 | New |
| Morton Brown Family Wealth, LLC | 1 | $0 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $341 | 0.00% | +2 | New |
| EverSource Wealth Advisors, LLC | 9 | $1.00K | 0.00% | −1−10.0% | Reduced |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3 | $1.00K | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| WR Wealth Planners, LLC | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11 | $2.00K | 0.00% | −18−62.1% | Reduced |
| GW&K Investment Management, LLC | 12 | $2.00K | 0.00% | −1−7.7% | Reduced |
| Fieldpoint Private Securities, LLC | 10 | $2.00K | 0.00% | −5−33.3% | Reduced |
| Carolinas Wealth Consulting LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Burleson & Company, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Quent Capital, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Harbor Investment Advisory, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $3.00K | 0.00% | +5+41.7% | Added |
| Financial Management Professionals, Inc. | 26 | $4.00K | 0.00% | +1+4.0% | Added |
| BDO Wealth Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 25 | $4.00K | 0.00% | +10+66.7% | Added |
| Cambridge Trust Co | 25 | $4.00K | 0.00% | +25 | New |
| TCI Wealth Advisors, Inc. | 32 | $5.00K | 0.00% | −1−3.0% | Reduced |
| Trustcore Financial Services, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 32 | $5.00K | 0.00% | +32 | New |
| Bogart Wealth, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Crewe Advisors LLC | 31 | $5.00K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 30 | $5.10K | 0.00% | 00.0% | Unchanged |
| American National Bank | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 36 | $6.00K | 0.00% | +36 | New |
| Vigilant Capital Management, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $7.00K | 0.00% | +34+485.7% | Added |
| Eagle Bay Advisors LLC | 42 | $7.17K | 0.00% | +42 | New |
| Gradient Investments LLC | 46 | $8.00K | 0.00% | −17−27.0% | Reduced |
| Evolution Advisers, Inc. | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 45 | $8.00K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 47 | $8.00K | 0.00% | +47 | New |
| Glen Eagle Advisors, LLC | 48 | $8.17K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 54 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 57 | $10.0K | 0.00% | −14−19.7% | Reduced |
| Northwest Investment Counselors, LLC | 61 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 59 | $10.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 64 | $11.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 66 | $11.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 63 | $11.0K | 0.00% | +16+34.0% | Added |
| Massmutual Trust Co FSB | 62 | $11.0K | 0.00% | +25+67.6% | Added |
| Bell Investment Advisors, Inc | 64 | $11.0K | 0.00% | +64 | New |
| Global Retirement Partners, LLC | 75 | $13.0K | 0.00% | +35+87.5% | Added |
| Parkside Financial Bank & Trust | 80 | $14.0K | 0.00% | +2+2.6% | Added |
| Evoke Wealth, LLC | 79 | $14.0K | 0.00% | +4+5.3% | Added |
| Private Capital Group, LLC | 89 | $15.0K | 0.01% | −8−8.2% | Reduced |
| CVA Family Office, LLC | 90 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 101 | $17.0K | 0.00% | −11−9.8% | Reduced |
| Missouri Trust & Investment Co | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $17.0K | 0.01% | +100 | New |
| Umb Bank N A | 104 | $18.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 110 | $19.0K | 0.02% | +110 | New |
| American Portfolios Advisors | 114 | $19.4K | 0.00% | +1+0.9% | Added |
| Lindbrook Capital, LLC | 115 | $20.0K | 0.00% | −282−71.0% | Reduced |
| Prestige Wealth Management Group LLC | 124 | $21.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 124 | $21.0K | 0.00% | +124 | New |
| FinTrust Capital Advisors, LLC | 125 | $22.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 133 | $23.0K | 0.01% | +1+0.8% | Added |
| Salem Investment Counselors Inc | 146 | $25.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 148 | $25.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 145 | $25.0K | 0.00% | +13+9.8% | Added |
| Riverview Trust Co | 154 | $26.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 163 | $28.0K | 0.02% | +49+43.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 169 | $29.0K | 0.00% | +169 | New |
| Steward Partners Investment Advisory, LLC | 196 | $33.0K | 0.00% | −14−6.7% | Reduced |
| Ronald Blue Trust, Inc. | 170 | $35.0K | 0.00% | +170 | New |
| Pacer Advisors, Inc. | 214 | $36.0K | 0.00% | −6,649−96.9% | Reduced |
| Sutton Wealth Advisors Inc. | 241 | $41.0K | 0.02% | +15+6.6% | Added |
| Smithfield Trust Co | 231 | $41.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 254 | $43.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 255 | $43.0K | 0.00% | +160+168.4% | Added |
| Newbridge Financial Services Group, Inc. | 256 | $44.0K | 0.03% | −10−3.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 260 | $44.0K | 0.01% | +260 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 266 | $45.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 270 | $45.9K | 0.00% | +270 | New |
| MUFG Americas Holdings Corp | 273 | $46.0K | 0.00% | −25−8.4% | Reduced |
| Clear Street Markets LLC | 280 | $48.0K | 0.02% | +225+409.1% | Added |
| Cullen/Frost Bankers, Inc. | 300 | $51.0K | 0.00% | −29−8.8% | Reduced |
| TD Private Client Wealth LLC | 307 | $52.2K | 0.00% | −72−19.0% | Reduced |
| Westside Investment Management, Inc. | 345 | $58.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 342 | $58.0K | 0.00% | +342 | New |
| Geneos Wealth Management Inc. | 350 | $61.0K | 0.00% | −34−8.9% | Reduced |
| Brown Brothers Harriman & Co | 370 | $63.0K | 0.00% | +48+14.9% | Added |