| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 0 | $62 | 0.00% | 0 | Unchanged |
| Antonetti Capital Management LLC | 1 | $218 | 0.00% | −4−80.0% | Reduced |
| WestEnd Advisors, LLC | – | $218 | 0.00% | – | New |
| Core Alternative Capital | 1 | $218 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $218 | 0.00% | +1 | New |
| Laurel Wealth Advisors LLC | 2 | $435 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2 | $435 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $653 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $870 | 0.00% | +1+33.3% | Added |
| Financial Management Professionals, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Baldrige Asset Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| CVA Family Office, LLC | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 7 | $1.52K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.52K | 0.00% | +4+133.3% | Added |
| Beaird Harris Wealth Management, LLC | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $1.96K | 0.00% | −568−98.4% | Reduced |
| Syverson Strege & Co | 9 | $1.96K | 0.00% | +9 | New |
| Avion Wealth | 20 | $2.00K | 0.00% | −25−55.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| KB Financial Partners, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Nalls Sherbakoff Group, LLC | 10 | $2.13K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $2.17K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 12 | $2.61K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 15 | $3.26K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17 | $3.70K | 0.00% | +17 | New |
| Versant Capital Management, Inc | 19 | $4.13K | 0.00% | +19 | New |
| Brown, Lisle/Cummings, Inc. | 20 | $4.35K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $4.35K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 20 | $4.35K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $4.35K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $4.35K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $5.22K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 25 | $5.44K | 0.00% | +25 | New |
| AllSquare Wealth Management LLC | 25 | $5.44K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 26 | $5.66K | 0.00% | +26 | New |
| Toth Financial Advisory Corp | 30 | $6.53K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 30 | $6.53K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 30 | $6.53K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 30 | $6.53K | 0.00% | +20+200.0% | Added |
| Farther Finance Advisors, LLC | 30 | $6.53K | 0.00% | +30 | New |
| Oliver Lagore Vanvalin Investment Group | 32 | $6.96K | 0.00% | −20−38.5% | Reduced |
| Capital Advisors, Ltd. LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 36 | $7.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $8.05K | 0.00% | −4−9.8% | Reduced |
| Colonial Trust Co | 40 | $8.70K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 40 | $8.70K | 0.00% | +40 | New |
| Quent Capital, LLC | 48 | $10.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 49 | $10.7K | 0.00% | +48+4,800.0% | Added |
| Wolff Wiese Magana LLC | 50 | $10.9K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 50 | $10.9K | 0.00% | +50 | New |
| Mascoma Wealth Management LLC | 69 | $12.6K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 58 | $12.6K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 60 | $13.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 64 | $13.9K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 70 | $15.2K | 0.00% | −15−17.6% | Reduced |
| Stephens Consulting, LLC | 70 | $15.2K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 78 | $16.0K | 0.00% | +78 | New |
| Glassman Wealth Services | 74 | $16.1K | 0.00% | +13+21.3% | Added |
| Atwood & Palmer Inc | 75 | $16.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $16.7K | 0.00% | −5−6.1% | Reduced |
| Ofi Invest Asset Management | 3,661,830 | $16.8K | 0.09% | +3,661,830 | New |
| Baldwin Brothers Inc | 80 | $17.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $17.4K | 0.00% | +35+77.8% | Added |
| SRS Capital Advisors, Inc. | 83 | $18.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 83 | $18.1K | 0.00% | +18+27.7% | Added |
| BIT Capital GmbH | 85 | $18.5K | 0.00% | +85 | New |
| Sageworth Trust Co of South Dakota | 87 | $18.9K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 89 | $19.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 89 | $19.4K | 0.00% | +89 | New |
| Sutton Wealth Advisors Inc. | 91 | $19.8K | 0.01% | +60+193.5% | Added |
| TD Private Client Wealth LLC | 93 | $20.2K | 0.00% | +33+55.0% | Added |
| Delta Asset Management LLC | 95 | $20.7K | 0.00% | −5−5.0% | Reduced |
| Harvest Fund Management Co., Ltd | 95 | $21.0K | 0.00% | +95 | New |
| Concord Wealth Partners | 100 | $21.8K | 0.01% | −5−4.8% | Reduced |
| Independence Bank of Kentucky | 100 | $21.8K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $21.8K | 0.00% | 00.0% | Unchanged |
| Motco | 100 | $21.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 100 | $21.8K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 100 | $21.8K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $21.8K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 100 | $21.8K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 100 | $21.8K | 0.02% | +100 | New |
| City State Bank | 100 | $22.0K | 0.01% | −100−50.0% | Reduced |
| Close Asset Management Ltd | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 104 | $22.6K | 0.00% | −46−30.7% | Reduced |
| Rational Advisors LLC | 104 | $22.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 107 | $23.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $23.9K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 113 | $24.6K | 0.01% | −168−59.8% | Reduced |
| Atlas Capital Advisors LLC | 117 | $25.4K | 0.00% | +40+51.9% | Added |
| Armstrong Advisory Group, Inc | 117 | $25.4K | 0.00% | +117 | New |
| Grove Bank & Trust | 132 | $28.7K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 140 | $30.0K | 0.00% | 00.0% | Unchanged |