| HFM Investment Advisors, LLC | 1 | $129 | 0.00% | −1−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 2 | $258 | 0.00% | −10−83.3% | Reduced |
| Vermillion Wealth Management, Inc. | 2 | $258 | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 2 | $258 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $259 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $387 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $388 | 0.00% | +1+50.0% | Added |
| Gilpin Wealth Management, LLC | 3 | $388 | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 3 | $388 | 0.00% | +3 | New |
| Salomon & Ludwin, LLC | 4 | $493 | 0.00% | −164−97.6% | Reduced |
| Sunbelt Securities, Inc. | 4 | $517 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $517 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4 | $517 | 0.00% | +4 | New |
| Essential Partners LLC | 4 | $517 | 0.00% | +4 | New |
| South State Corp. | 5 | $646 | 0.00% | −14−73.7% | Reduced |
| Spire Wealth Management | 5 | $646 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 6 | $775 | 0.00% | +2+50.0% | Added |
| Harbour Investments, Inc. | 7 | $995 | 0.00% | +7 | New |
| Westfuller Advisors, LLC | 8 | $1.03K | 0.00% | −4−33.3% | Reduced |
| Fortitude Family Office, LLC | 8 | $1.03K | 0.00% | +5+166.7% | Added |
| Cornerstone Planning Group LLC | 9 | $1.05K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 9 | $1.16K | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 10 | $1.29K | 0.00% | −3−23.1% | Reduced |
| Private Trust Co NA | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11 | $1.42K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 12 | $1.55K | 0.00% | +12 | New |
| Manchester Capital Management LLC | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 13 | $1.63K | 0.00% | +9+225.0% | Added |
| Godfrey Financial Associates, Inc. | 13 | $1.68K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 15 | $1.94K | 0.00% | −8−34.8% | Reduced |
| CVA Family Office, LLC | 16 | $2.07K | 0.00% | +16 | New |
| Quarry LP | 20 | $2.58K | 0.00% | −7−25.9% | Reduced |
| Ares Financial Consulting, LLC | 23 | $2.88K | 0.00% | +23 | New |
| Keating Financial Advisory Services, Inc. | 23 | $2.97K | 0.00% | +14+155.6% | Added |
| Sapience Investments, LLC | 23 | $2.97K | 0.38% | +23 | New |
| Rothschild Investment LLC | 24 | $3.10K | 0.00% | −8−25.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24 | $3.10K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 25 | $3.23K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $3.23K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32 | $4.13K | 0.00% | −44−57.9% | Reduced |
| Clarity Asset Management, Inc. | 34 | $4.39K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $5.04K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 40 | $5.17K | 0.00% | +40 | New |
| Parkside Financial Bank & Trust | 41 | $5.30K | 0.00% | −46−52.9% | Reduced |
| Basecamp Wealth Advisors LLC | 44 | $5.68K | 0.00% | −5−10.2% | Reduced |
| Advisory Services Network, LLC | 45 | $5.81K | 0.00% | +45 | New |
| Boreal Capital Management LLC | 45 | $5.81K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 47 | $6.07K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 48 | $6.20K | 0.00% | +48 | New |
| Whittier Trust Co of Nevada Inc | 57 | $7.01K | 0.00% | +27+90.0% | Added |
| Massmutual Trust Co FSB | 57 | $7.36K | 0.00% | −20−26.0% | Reduced |
| Root Financial Partners, LLC | 65 | $8.39K | 0.00% | −3−4.4% | Reduced |
| Bare Financial Services, Inc | 68 | $8.78K | 0.00% | +24+54.5% | Added |
| Allworth Financial LP | 69 | $8.91K | 0.00% | +23+50.0% | Added |
| Farther Finance Advisors, LLC | 74 | $9.27K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 76 | $9.81K | 0.00% | −46−37.7% | Reduced |
| Mather Group, LLC. | 82 | $10.6K | 0.00% | +82 | New |
| Arlington Trust Co LLC | 84 | $10.8K | 0.00% | +84 | New |
| Northwestern Mutual Wealth Management Co | 86 | $11.1K | 0.00% | +24+38.7% | Added |
| True Wealth Design, LLC | 95 | $12.3K | 0.00% | −11−10.4% | Reduced |
| Los Angeles Capital Management LLC | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 130 | $16.8K | 0.00% | −137−51.3% | Reduced |
| Hantz Financial Services, Inc. | 140 | $18.0K | 0.00% | +84+150.0% | Added |
| Parallel Advisors, LLC | 152 | $19.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 160 | $20.0K | 0.00% | +37+30.1% | Added |
| EverSource Wealth Advisors, LLC | 183 | $23.6K | 0.00% | +15+8.9% | Added |
| Kemnay Advisory Services Inc. | 186 | $24.0K | 0.00% | −655−77.9% | Reduced |
| Nomura Asset Management Co Ltd | 190 | $24.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 206 | $26.6K | 0.00% | −25−10.8% | Reduced |
| LRI Investments, LLC | 212 | $27.4K | 0.00% | +6+2.9% | Added |
| Assetmark, Inc | 283 | $36.5K | 0.00% | −3−1.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 305 | $39.4K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 318 | $41.1K | 0.00% | −154−32.6% | Reduced |
| Hilton Head Capital Partners, LLC | 336 | $43.4K | 0.02% | +115+52.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 340 | $43.9K | 0.00% | −35−9.3% | Reduced |
| GW&K Investment Management, LLC | 370 | $48.0K | 0.00% | −175−32.1% | Reduced |
| Covestor Ltd | 416 | $54.0K | 0.04% | −280−40.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 512 | $66.1K | 0.00% | +138+36.9% | Added |
| Smartleaf Asset Management LLC | 659 | $82.6K | 0.00% | −528−44.5% | Reduced |
| Versant Capital Management, Inc | 647 | $83.6K | 0.01% | −156−19.4% | Reduced |
| CWM, LLC | 673 | $86.9K | 0.00% | +56+9.1% | Added |
| GAMMA Investing LLC | 718 | $92.7K | 0.00% | +4+0.6% | Added |
| Ronald Blue Trust, Inc. | 750 | $96.9K | 0.00% | −5−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 784 | $101.3K | 0.00% | +18+2.3% | Added |
| STRS Ohio | 800 | $103.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 829 | $107.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 833 | $107.6K | 0.00% | +10+1.2% | Added |
| Hollencrest Capital Management | 1,125 | $145.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,133 | $146.3K | 0.00% | +1,100+3,333.3% | Added |
| Jones Financial Companies LLLP | 1,268 | $157.5K | 0.00% | +1,235+3,742.4% | Added |
| Ensign Peak Advisors, Inc | 1,550 | $200.2K | 0.00% | 00.0% | Unchanged |