| Asset Dedication, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $224 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $225 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $374 | 0.00% | −80−94.1% | Reduced |
| Wolff Wiese Magana LLC | 5 | $374 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $374 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $374 | 0.00% | −1−16.7% | Reduced |
| Sofos Investments, Inc. | 75 | $443 | 0.00% | −965−92.8% | Reduced |
| JJJ Advisors Inc. | 10 | $799 | 0.00% | +10 | New |
| McElhenny Sheffield Capital Management, LLC | 11 | $823 | 0.00% | +11 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $1.00K | 0.01% | −30−60.0% | Reduced |
| Tfo-TDC, LLC | 24 | $1.02K | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 14 | $1.10K | 0.00% | +14 | New |
| Blue Bell Private Wealth Management, LLC | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $1.50K | 0.00% | +11+122.2% | Added |
| Sutton Wealth Advisors Inc. | 21 | $1.57K | 0.00% | −1−4.5% | Reduced |
| Geneos Wealth Management Inc. | 26 | $1.95K | 0.00% | +26 | New |
| AlphaMark Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 27 | $2.02K | 0.00% | +27 | New |
| Eagle Bay Advisors LLC | 28 | $2.10K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 28 | $2.10K | 0.00% | +28 | New |
| My Personal CFO, LLC | 29 | $2.17K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 30 | $2.24K | 0.00% | −13−30.2% | Reduced |
| Quarry LP | 33 | $2.47K | 0.00% | +33 | New |
| Abound Wealth Management | 34 | $2.54K | 0.00% | −52−60.5% | Reduced |
| Truvestments Capital LLC | 36 | $2.69K | 0.00% | +36 | New |
| Red Tortoise LLC | 37 | $2.77K | 0.00% | +37 | New |
| Disciplined Investments, LLC | 38 | $2.84K | 0.00% | +4+11.8% | Added |
| Fiduciary Alliance LLC | 43 | $3.22K | 0.00% | +43 | New |
| Aspire Private Capital, LLC | 48 | $3.59K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 49 | $3.67K | 0.00% | −1,743−97.3% | Reduced |
| Caldwell Trust Co | 50 | $3.74K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 50 | $3.74K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $3.74K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 57 | $4.26K | 0.00% | +56+5,600.0% | Added |
| MV Capital Management, Inc. | 61 | $4.56K | 0.00% | −25−29.1% | Reduced |
| Schubert & Co | 68 | $5.09K | 0.00% | +3+4.6% | Added |
| McIlrath & Eck, LLC | 69 | $5.16K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 70 | $5.24K | 0.00% | −554−88.8% | Reduced |
| Glen Eagle Advisors, LLC | 75 | $5.61K | 0.00% | −200−72.7% | Reduced |
| Bogart Wealth, LLC | 76 | $5.69K | 0.00% | +76 | New |
| First National Bank of South Miami | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 94 | $7.03K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 100 | $7.48K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 100 | $7.48K | 0.00% | +100 | New |
| Concord Wealth Partners | 107 | $8.01K | 0.00% | +107 | New |
| Massmutual Trust Co FSB | 120 | $9.00K | 0.00% | −47−28.1% | Reduced |
| Front Row Advisors LLC | 126 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 124 | $9.28K | 0.00% | −48−27.9% | Reduced |
| Prestige Wealth Management Group LLC | 124 | $9.28K | 0.00% | +6+5.1% | Added |
| Trifecta Capital Advisors, LLC | 131 | $9.80K | 0.00% | +131 | New |
| Global Retirement Partners, LLC | 135 | $10.1K | 0.00% | −20−12.9% | Reduced |
| SJS Investment Consulting Inc. | 140 | $10.5K | 0.00% | +9+6.9% | Added |
| JFS Wealth Advisors, LLC | 143 | $10.7K | 0.00% | +46+47.4% | Added |
| Distillate Capital Partners LLC | 148 | $11.1K | 1.04% | +148 | New |
| Armstrong Advisory Group, Inc | 150 | $11.2K | 0.00% | +150 | New |
| TCI Wealth Advisors, Inc. | 152 | $11.4K | 0.00% | −9−5.6% | Reduced |
| Zions Bancorporation, N.A. | 167 | $12.5K | 0.00% | −78−31.8% | Reduced |
| Farmers & Merchants Investments Inc | 168 | $12.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 170 | $12.7K | 0.00% | −6−3.4% | Reduced |
| First Horizon Advisors, Inc. | 190 | $14.2K | 0.00% | −188−49.7% | Reduced |
| City Holding Co | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 202 | $15.1K | 0.01% | +202 | New |
| Heritage Wealth Management, LLC | 206 | $15.4K | 0.00% | +124+151.2% | Added |
| Capital Advisors, Ltd. LLC | 622 | $16.0K | 0.00% | +415+200.5% | Added |
| Lee Financial Co | 214 | $16.0K | 0.00% | +60+39.0% | Added |
| Cribstone Capital Management, LLC | 220 | $16.5K | 0.01% | −10−4.3% | Reduced |
| Raleigh Capital Management Inc. | 234 | $17.5K | 0.01% | +159+212.0% | Added |
| Sugarloaf Wealth Management, LLC | 234 | $17.5K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 221 | $17.8K | 0.01% | +221 | New |
| Smithfield Trust Co | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 253 | $19.0K | 0.00% | −109−30.1% | Reduced |
| Accel Wealth Management | 259 | $19.4K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 265 | $20.0K | 0.02% | +265 | New |
| Glassman Wealth Services | 277 | $20.7K | 0.00% | +28+11.2% | Added |
| Carolinas Wealth Consulting LLC | 280 | $20.9K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 281 | $21.0K | 0.00% | +281 | New |
| Hazlett, Burt & Watson, Inc. | 300 | $22.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 303 | $22.7K | 0.01% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 313 | $23.4K | 0.01% | +313 | New |
| Plante Moran Financial Advisors, LLC | 317 | $23.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 317 | $23.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 322 | $24.1K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 333 | $24.9K | 0.00% | +333 | New |
| Bell Investment Advisors, Inc | 347 | $26.0K | 0.01% | +38+12.3% | Added |
| Islay Capital Management, LLC | 350 | $26.2K | 0.03% | −380−52.1% | Reduced |
| Coastal Capital Group, Inc. | 416 | $26.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 370 | $27.7K | 0.01% | +370 | New |
| Clean Yield Group | 375 | $28.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 380 | $28.4K | 0.00% | +180+90.0% | Added |
| Money Concepts Capital Corp | 395 | $29.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 414 | $31.0K | 0.00% | +14+3.5% | Added |
| BerganKDV Wealth Management, LLC | 428 | $32.0K | 0.00% | −3−0.7% | Reduced |
| Allworth Financial LP | 451 | $33.7K | 0.00% | −628−58.2% | Reduced |
| IFP Advisors, Inc | 757 | $35.0K | 0.00% | −262−25.7% | Reduced |
| Salem Investment Counselors Inc | 549 | $41.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 581 | $43.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 586 | $43.8K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 598 | $44.7K | 0.01% | +598 | New |