| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 1 | $58 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $59 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $115 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $175 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $175 | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 4 | $233 | 0.00% | +4 | New |
| LRI Investments, LLC | 4 | $233 | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 6 | $350 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 6 | $355 | 0.00% | +6 | New |
| Ankerstar Wealth, LLC | 7 | $408 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $466 | 0.00% | +8 | New |
| Gilpin Wealth Management, LLC | 8 | $467 | 0.00% | +1+14.3% | Added |
| HFM Investment Advisors, LLC | 8 | $467 | 0.00% | +4+100.0% | Added |
| Cornerstone Planning Group LLC | 9 | $514 | 0.00% | −1−10.0% | Reduced |
| Zions Bancorporation, National Association | 9 | $525 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $583 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $583 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 10 | $583 | 0.00% | +10 | New |
| Continuum Advisory, LLC | 10 | $583 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 13 | $758 | 0.00% | +3+30.0% | Added |
| International Assets Investment Management, LLC | 15 | $859 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 15 | $874 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 16 | $921 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $1.17K | 0.00% | +20 | New |
| Clearstead Advisors, LLC | 20 | $1.17K | 0.00% | +20 | New |
| Private Trust Co NA | 23 | $1.34K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 24 | $1.40K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 25 | $1.46K | 0.00% | +25 | New |
| Glen Eagle Advisors, LLC | 27 | $1.57K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 28 | $1.63K | 0.00% | +9+47.4% | Added |
| Whittier Trust Co of Nevada Inc | 32 | $1.84K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 32 | $1.86K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $1.98K | 0.00% | +6+21.4% | Added |
| Farmers & Merchants Investments Inc | 36 | $2.10K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $2.10K | 0.00% | +36 | New |
| Torren Management, LLC | 37 | $2.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $2.45K | 0.00% | +3+7.7% | Added |
| Manchester Capital Management LLC | 43 | $2.51K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 48 | $2.80K | 0.00% | −7−12.7% | Reduced |
| Retirement Wealth Solutions LLC | 50 | $2.92K | 0.00% | +21+72.4% | Added |
| True Wealth Design, LLC | 53 | $3.09K | 0.00% | −1−1.9% | Reduced |
| Manning & Napier Advisors LLC | 53 | $3.13K | 0.00% | +53 | New |
| Bell Investment Advisors, Inc | 55 | $3.21K | 0.00% | +9+19.6% | Added |
| Action Point Financial Planning, LLC | 59 | $3.38K | 0.00% | +59 | New |
| Federation des caisses Desjardins du Quebec | 60 | $3.50K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 70 | $4.08K | 0.00% | −5−6.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 77 | $4.49K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $4.55K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 81 | $4.72K | 0.00% | +5+6.6% | Added |
| Entrust Financial LLC | 82 | $4.78K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 86 | $5.01K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 104 | $6.06K | 0.00% | +9+9.5% | Added |
| Institute for Wealth Management, LLC. | 116 | $6.76K | 0.00% | +116 | New |
| Rothschild Investment LLC | 117 | $6.82K | 0.00% | −5−4.1% | Reduced |
| Kilter Group LLC | 130 | $7.58K | 0.00% | +27+26.2% | Added |
| Anchor Investment Management, LLC | 150 | $8.74K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 168 | $9.79K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 174 | $10.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 217 | $12.6K | 0.00% | +64+41.8% | Added |
| Northwestern Mutual Wealth Management Co | 227 | $13.2K | 0.00% | −23−9.2% | Reduced |
| Bare Financial Services, Inc | 231 | $13.5K | 0.00% | +76+49.0% | Added |
| SJS Investment Consulting Inc. | 232 | $13.5K | 0.00% | +221+2,009.1% | Added |
| Aquatic Capital Management LLC | 248 | $14.5K | 0.00% | +248 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 273 | $15.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 281 | $16.4K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 284 | $16.6K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 285 | $16.6K | 0.00% | −79−21.7% | Reduced |
| Massmutual Trust Co FSB | 303 | $17.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 311 | $17.8K | 0.00% | +113+57.1% | Added |
| DekaBank Deutsche Girozentrale | 331 | $20.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 400 | $23.0K | 0.00% | +400 | New |
| Kemnay Advisory Services Inc. | 395 | $23.0K | 0.00% | −54−12.0% | Reduced |
| Pacific Center for Financial Services | 400 | $23.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 401 | $23.4K | 0.00% | +401 | New |
| JFS Wealth Advisors, LLC | 492 | $28.7K | 0.00% | +9+1.9% | Added |
| Basecamp Wealth Advisors LLC | 496 | $28.9K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 511 | $29.8K | 0.00% | +511 | New |
| Hoese & Co LLP | 584 | $34.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 600 | $35.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 610 | $35.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 623 | $36.3K | 0.00% | +35+6.0% | Added |
| EverSource Wealth Advisors, LLC | 623 | $36.3K | 0.00% | −120−16.2% | Reduced |
| Covestor Ltd | 663 | $39.0K | 0.02% | +272+69.6% | Added |
| TD Private Client Wealth LLC | 758 | $44.2K | 0.00% | −217−22.3% | Reduced |
| TD Waterhouse Canada Inc. | 800 | $45.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 801 | $46.7K | 0.00% | +1+0.1% | Added |
| Smartleaf Asset Management LLC | 897 | $53.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 950 | $55.4K | 0.01% | +51+5.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,000 | $58.3K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,000 | $58.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,017 | $59.3K | 0.00% | −17−1.6% | Reduced |
| Sterling Capital Management LLC | 1,125 | $65.6K | 0.00% | −704−38.5% | Reduced |
| Farther Finance Advisors, LLC | 1,229 | $71.7K | 0.00% | −8−0.6% | Reduced |