| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Abound Wealth Management | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $147 | 0.00% | +1 | New |
| IFP Advisors, Inc | 1 | $147 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $147 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $149 | 0.00% | +1 | New |
| Torren Management, LLC | 2 | $293 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $293 | 0.00% | +1+100.0% | Added |
| Hughes Financial Services, LLC | 3 | $440 | 0.00% | +2+200.0% | Added |
| Zions Bancorporation, National Association | 4 | $586 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 4 | $586 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 4 | $587 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $587 | 0.00% | +1+33.3% | Added |
| Ankerstar Wealth, LLC | 5 | $733 | 0.00% | −1−16.7% | Reduced |
| South State Corp. | 5 | $733 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $733 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5 | $733 | 0.00% | +1+25.0% | Added |
| HFM Investment Advisors, LLC | 5 | $733 | 0.00% | +4+400.0% | Added |
| Plante Moran Financial Advisors, LLC | 5 | $733 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $880 | 0.00% | +3+100.0% | Added |
| Rialto Wealth Management, LLC | 6 | $880 | 0.00% | +4+200.0% | Added |
| Westfuller Advisors, LLC | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $1.17K | 0.00% | +7+700.0% | Added |
| Creative Capital Management Investments LLC | 8 | $1.17K | 0.00% | +8 | New |
| NBT Bank N A | 9 | $1.32K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $1.36K | 0.00% | +2+28.6% | Added |
| Cornerstone Planning Group LLC | 9 | $1.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11 | $1.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $1.61K | 0.00% | +3+37.5% | Added |
| Clearstead Advisors, LLC | 11 | $1.61K | 0.00% | +11 | New |
| Manchester Capital Management LLC | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 13 | $1.91K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13 | $1.91K | 0.00% | +13 | New |
| Rossby Financial, LCC | 14 | $2.05K | 0.00% | +1+7.7% | Added |
| Action Point Financial Planning, LLC | 15 | $2.05K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 14 | $2.05K | 0.00% | +4+40.0% | Added |
| Sachetta, LLC | 19 | $2.79K | 0.00% | −6−24.0% | Reduced |
| Larson Financial Group LLC | 21 | $3.08K | 0.00% | −11−34.4% | Reduced |
| Ares Financial Consulting, LLC | 23 | $3.37K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 23 | $3.37K | 0.00% | +23 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24 | $3.52K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 28 | $4.11K | 0.00% | +12+75.0% | Added |
| Fulcrum Asset Management LLP | 28 | $4.14K | 0.00% | +28 | New |
| Rothschild Investment LLC | 32 | $4.69K | 0.00% | +8+33.3% | Added |
| Keating Financial Advisory Services, Inc. | 36 | $5.28K | 0.00% | +13+56.5% | Added |
| Private Wealth Management Group, LLC | 39 | $5.72K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 40 | $5.86K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 41 | $6.01K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 45 | $6.60K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $7.04K | 0.00% | −9−15.8% | Reduced |
| Basecamp Wealth Advisors LLC | 49 | $7.18K | 0.00% | +5+11.4% | Added |
| Global Retirement Partners, LLC | 59 | $8.65K | 0.00% | +59 | New |
| Whittier Trust Co of Nevada Inc | 57 | $8.86K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 65 | $9.53K | 0.00% | −30−31.6% | Reduced |
| Umb Bank N A | 80 | $11.7K | 0.00% | +4+5.3% | Added |
| Mather Group, LLC. | 82 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 83 | $12.2K | 0.00% | +36+76.6% | Added |
| Arlington Trust Co LLC | 84 | $12.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 94 | $13.8K | 0.00% | −36−27.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $14.7K | 0.00% | +14+16.3% | Added |
| Farther Finance Advisors, LLC | 111 | $16.3K | 0.00% | +37+50.0% | Added |
| Bare Financial Services, Inc | 113 | $16.6K | 0.00% | +45+66.2% | Added |
| EverSource Wealth Advisors, LLC | 114 | $16.7K | 0.00% | −69−37.7% | Reduced |
| Bessemer Group Inc | 114 | $17.0K | 0.00% | −46−28.7% | Reduced |
| Hantz Financial Services, Inc. | 134 | $20.0K | 0.00% | −6−4.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 151 | $22.1K | 0.00% | −982−86.7% | Reduced |
| Kemnay Advisory Services Inc. | 174 | $25.5K | 0.00% | −12−6.5% | Reduced |
| Allworth Financial LP | 176 | $25.8K | 0.00% | +107+155.1% | Added |
| Huntington National Bank | 187 | $27.4K | 0.00% | −19−9.2% | Reduced |
| Nomura Asset Management Co Ltd | 190 | $27.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 190 | $27.9K | 0.00% | +38+25.0% | Added |
| Optiver Holding B.V. | 199 | $29.2K | 0.00% | +199 | New |
| LRI Investments, LLC | 201 | $29.5K | 0.00% | −11−5.2% | Reduced |
| Salomon & Ludwin, LLC | 231 | $34.3K | 0.00% | +227+5,675.0% | Added |
| Versant Capital Management, Inc | 248 | $36.4K | 0.00% | −399−61.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 273 | $40.0K | 0.00% | +273 | New |
| Aquatic Capital Management LLC | 280 | $41.0K | 0.00% | +280 | New |
| Assetmark, Inc | 283 | $41.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 287 | $42.1K | 0.00% | −53−15.6% | Reduced |
| GW&K Investment Management, LLC | 313 | $46.0K | 0.00% | −57−15.4% | Reduced |
| Public Employees Retirement System of Ohio | 345 | $50.6K | 0.00% | −6,201−94.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 391 | $57.3K | 0.00% | −121−23.6% | Reduced |
| Hilton Head Capital Partners, LLC | 448 | $65.7K | 0.03% | +112+33.3% | Added |
| Sterling Capital Management LLC | 498 | $73.0K | 0.00% | +180+56.6% | Added |
| Smartleaf Asset Management LLC | 659 | $97.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 736 | $108.0K | 0.06% | +320+76.9% | Added |
| GAMMA Investing LLC | 777 | $113.9K | 0.00% | +59+8.2% | Added |
| Ronald Blue Trust, Inc. | 808 | $118.5K | 0.00% | +58+7.7% | Added |
| KBC Group NV | 829 | $122.0K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 864 | $126.7K | 0.05% | +864 | New |
| Nykredit A/S | 924 | $135.5K | 0.00% | +924 | New |
| SRS Capital Advisors, Inc. | 973 | $142.6K | 0.00% | −774−44.3% | Reduced |
| Rockefeller Capital Management L.P. | 985 | $144.4K | 0.00% | +152+18.2% | Added |
| Hollencrest Capital Management | 1,125 | $164.9K | 0.01% | 00.0% | Unchanged |
