| WestEnd Advisors, LLC | 1 | $249 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $249 | 0.00% | +1 | New |
| MCF Advisors LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1 | $274 | 0.00% | +1 | New |
| Bokf, NA | 2 | $470 | 0.00% | +2 | New |
| Providence Capital Advisors, LLC | 2 | $499 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $499 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $499 | 0.00% | +2 | New |
| Continuum Advisory, LLC | 3 | $585 | 0.00% | +2+200.0% | Added |
| Evergreen Private Wealth LLC | 3 | $748 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $748 | 0.00% | +3 | New |
| Carmichael Hill & Associates, Inc. | 3 | $749 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $799 | 0.00% | +4 | New |
| TFC Financial Management | 4 | $998 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 4 | $998 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 4 | $998 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 6 | $1.50K | 0.00% | −1,273−99.5% | Reduced |
| PFG Private Wealth Management, LLC | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 7 | $1.75K | 0.00% | −2,034−99.7% | Reduced |
| Raffa Wealth Management, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Richardson Financial Services Inc. | 10 | $2.37K | 0.00% | +5+100.0% | Added |
| Wolff Wiese Magana LLC | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 11 | $2.74K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11 | $2.74K | 0.00% | +5+83.3% | Added |
| Abich Financial Wealth Management LLC | 11 | $2.74K | 0.01% | +6+120.0% | Added |
| Red Tortoise LLC | 12 | $2.99K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 13 | $3.24K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 13 | $3.24K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 14 | $3.49K | 0.00% | +14 | New |
| Evermay Wealth Management LLC | 15 | $3.74K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $4.24K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $4.49K | 0.00% | +3+20.0% | Added |
| WR Wealth Planners, LLC | 18 | $4.49K | 0.00% | +4+28.6% | Added |
| Salem Investment Counselors Inc | 20 | $4.99K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 20 | $4.99K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 20 | $4.99K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $4.99K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $4.99K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 20 | $4.99K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 22 | $5.49K | 0.00% | +22 | New |
| Raleigh Capital Management Inc. | 23 | $5.74K | 0.00% | +3+15.0% | Added |
| Armstrong Advisory Group, Inc | 24 | $5.99K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $6.24K | 0.00% | −5−16.7% | Reduced |
| AllSquare Wealth Management LLC | 25 | $6.24K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 25 | $6.24K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 25 | $6.24K | 0.00% | +25 | New |
| Chesapeake Asset Management LLC | 26 | $6.49K | 0.01% | +1+4.0% | Added |
| Bell Investment Advisors, Inc | 27 | $6.74K | 0.00% | +2+8.0% | Added |
| Northwest Investment Counselors, LLC | 30 | $7.48K | 0.00% | +30 | New |
| Bullock Wealth Management Group | 32 | $7.70K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 31 | $7.73K | 0.00% | −57−64.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 31 | $7.73K | 0.00% | −5−13.9% | Reduced |
| Assetmark, Inc | 31 | $7.73K | 0.00% | +1+3.3% | Added |
| Laurel Wealth Advisors LLC | 32 | $7.98K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $7.98K | 0.00% | +1+3.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 32 | $8.00K | 0.00% | +32 | New |
| Cetera Trust Company, N.A | 34 | $8.48K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 36 | $8.98K | 0.00% | −11−23.4% | Reduced |
| Beacon Capital Management, LLC | 38 | $9.48K | 0.00% | +38 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 40 | $9.98K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 41 | $10.2K | 0.00% | +1+2.5% | Added |
| Brown Brothers Harriman & Co | 45 | $11.2K | 0.00% | +45 | New |
| Quent Capital, LLC | 48 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 48 | $12.0K | 0.00% | +2+4.3% | Added |
| Bruce G. Allen Investments, LLC | 50 | $12.5K | 0.01% | +11+28.2% | Added |
| HighMark Wealth Management LLC | 50 | $12.5K | 0.01% | +50 | New |
| Gordian Capital Singapore Pte Ltd | 50 | $12.5K | 0.00% | +50 | New |
| Capital Performance Advisors LLP | 53 | $13.2K | 0.00% | +53 | New |
| JFS Wealth Advisors, LLC | 55 | $13.7K | 0.00% | +2+3.8% | Added |
| CVA Family Office, LLC | 56 | $14.0K | 0.00% | −1−1.8% | Reduced |
| Capstone Investment Advisors, LLC | 56 | $14.0K | 0.00% | +56 | New |
| Bray Capital Advisors | 57 | $14.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 57 | $14.2K | 0.00% | −11−16.2% | Reduced |
| First Personal Financial Services | 58 | $14.5K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 60 | $15.0K | 0.01% | +60 | New |
| GW&K Investment Management, LLC | 62 | $15.0K | 0.00% | +7+12.7% | Added |
| Ashton Thomas Securities, LLC | 65 | $16.2K | 0.00% | +65 | New |
| Mascoma Wealth Management LLC | 69 | $17.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 69 | $17.2K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 69 | $17.2K | 0.00% | +18+35.3% | Added |
| Catalyst Capital Advisors LLC | 69 | $17.2K | 0.00% | +18+35.3% | Added |
| Stephens Consulting, LLC | 70 | $17.5K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 74 | $18.5K | 0.00% | −16−17.8% | Reduced |
| Atwood & Palmer Inc | 75 | $18.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $18.7K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $18.7K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 76 | $19.0K | 0.00% | −602−88.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 77 | $19.0K | 0.00% | −328−81.0% | Reduced |
| Baldwin Brothers Inc | 80 | $20.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 86 | $21.5K | 0.00% | +3+3.6% | Added |
| Essex Investment Management Co LLC | 89 | $22.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 93 | $23.2K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 96 | $23.9K | 0.01% | 00.0% | Unchanged |