| Benjamin F. Edwards & Company, Inc. | 7 | $0 | 0.00% | +7 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Cornerstone Planning Group LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $188 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $189 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 5 | $314 | 0.00% | +5 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $402 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8 | $502 | 0.00% | −12−60.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 8 | $502 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $502 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $628 | 0.00% | −8−44.4% | Reduced |
| Raleigh Capital Management Inc. | 10 | $628 | 0.00% | +10 | New |
| Versant Capital Management, Inc | 12 | $753 | 0.00% | +10+500.0% | Added |
| Dunhill Financial, LLC | 13 | $835 | 0.00% | +13 | New |
| Fairfield, Bush & Co. | 14 | $879 | 0.00% | +14 | New |
| TFC Financial Management | 14 | $880 | 0.00% | +14 | New |
| Bokf, NA | 15 | $941 | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $942 | 0.00% | +15 | New |
| Avion Wealth | 10 | $1.00K | 0.00% | −14−58.3% | Reduced |
| SJS Investment Consulting Inc. | 18 | $1.13K | 0.00% | −7−28.0% | Reduced |
| SRS Capital Advisors, Inc. | 19 | $1.19K | 0.00% | +19 | New |
| Riggs Asset Managment Co. Inc. | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $1.32K | 0.00% | +21 | New |
| Bruce G. Allen Investments, LLC | 22 | $1.38K | 0.00% | +22 | New |
| Abound Wealth Management | 22 | $1.38K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 25 | $1.57K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 32 | $2.01K | 0.00% | +32 | New |
| Byrne Asset Management LLC | 35 | $2.19K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 35 | $2.20K | 0.00% | −31−47.0% | Reduced |
| Rothschild Investment LLC | 35 | $2.20K | 0.00% | +35 | New |
| Central Trust Co | 36 | $2.26K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 37 | $2.32K | 0.00% | +37 | New |
| Castleview Partners, LLC | 40 | $2.51K | 0.00% | +40 | New |
| Psagot Value Holdings Ltd. / (Israel) | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 50 | $3.14K | 0.00% | −32−39.0% | Reduced |
| TD Private Client Wealth LLC | 50 | $3.14K | 0.00% | −95−65.5% | Reduced |
| Key Financial Inc | 50 | $3.14K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 52 | $3.27K | 0.00% | +11+26.8% | Added |
| Bell Investment Advisors, Inc | 52 | $3.27K | 0.00% | −25−32.5% | Reduced |
| Private Trust Co NA | 55 | $3.45K | 0.00% | +30+120.0% | Added |
| Quent Capital, LLC | 55 | $3.45K | 0.00% | +44+400.0% | Added |
| Manchester Capital Management LLC | 62 | $3.89K | 0.00% | +57+1,140.0% | Added |
| FinTrust Capital Advisors, LLC | 70 | $4.40K | 0.00% | +70 | New |
| Umb Bank N A | 71 | $4.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 75 | $4.71K | 0.00% | +75 | New |
| Glen Eagle Advisors, LLC | 75 | $4.71K | 0.00% | +75 | New |
| Private Wealth Management Group, LLC | 78 | $4.90K | 0.00% | +78 | New |
| Loomis Sayles & Co L P | 84 | $5.00K | 0.00% | −34−28.8% | Reduced |
| Close Asset Management Ltd | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 82 | $5.15K | 0.00% | +82 | New |
| Whittier Trust Co of Nevada Inc | 90 | $5.65K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 100 | $5.78K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 99 | $6.22K | 0.00% | +99 | New |
| Community Bank, N.A. | 100 | $6.28K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 101 | $6.34K | 0.01% | +101 | New |
| Smithfield Trust Co | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 117 | $7.35K | 0.01% | +117 | New |
| Dynamic Wealth Strategies, LLC | 117 | $7.35K | 0.01% | +117 | New |
| MV Capital Management, Inc. | 125 | $7.85K | 0.00% | +38+43.7% | Added |
| GW&K Investment Management, LLC | 123 | $8.00K | 0.00% | −15−10.9% | Reduced |
| AllSquare Wealth Management LLC | 133 | $8.35K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 134 | $8.41K | 0.00% | +134 | New |
| Prestige Wealth Management Group LLC | 143 | $8.98K | 0.00% | −152−51.5% | Reduced |
| City State Bank | 147 | $9.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 146 | $9.17K | 0.00% | +146 | New |
| Zions Bancorporation, N.A. | 149 | $9.36K | 0.00% | −144−49.1% | Reduced |
| WealthCollab, LLC | 153 | $9.61K | 0.01% | +153 | New |
| Farmers & Merchants Investments Inc | 165 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 165 | $10.4K | 0.00% | +165 | New |
| Core Alternative Capital | 166 | $10.4K | 0.00% | −10−5.7% | Reduced |
| Gradient Investments LLC | 172 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 205 | $12.0K | 0.00% | +87+73.7% | Added |
| Retirement Group, LLC | 200 | $12.6K | 0.01% | +200 | New |
| Global X Japan Co., Ltd. | 261 | $16.4K | 0.01% | +261 | New |
| Parkside Financial Bank & Trust | 272 | $17.1K | 0.00% | −79−22.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 282 | $17.7K | 0.00% | +282 | New |
| Global Retirement Partners, LLC | 320 | $19.6K | 0.00% | +306+2,185.7% | Added |
| Harvest Fund Management Co., Ltd | 357 | $21.0K | 0.00% | +357 | New |
| JJJ Advisors Inc. | 335 | $21.0K | 0.01% | +330+6,600.0% | Added |
| Huntington National Bank | 345 | $21.7K | 0.00% | +82+31.2% | Added |
| Deseret Mutual Benefit Administrators | 347 | $21.8K | 0.01% | −56−13.9% | Reduced |
| Cape Investment Advisory, Inc. | 400 | $25.1K | 0.01% | +400 | New |
| Glassman Wealth Services | 425 | $26.7K | 0.00% | −10−2.3% | Reduced |
| Larson Financial Group LLC | 432 | $27.1K | 0.00% | +422+4,220.0% | Added |
| VisionPoint Advisory Group, LLC | 460 | $28.9K | 0.01% | +69+17.6% | Added |
| Rakuten Investment Management, Inc. | 464 | $29.1K | 0.00% | +464 | New |
| Turtle Creek Wealth Advisors, LLC | 492 | $30.9K | 0.01% | +492 | New |
| Thompson Siegel & Walmsley LLC | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 610 | $38.3K | 0.04% | 00.0% | Unchanged |
| Quantbot Technologies LP | 635 | $39.9K | 0.00% | −3,051−82.8% | Reduced |
| EverSource Wealth Advisors, LLC | 635 | $39.9K | 0.00% | +544+597.8% | Added |
| Compagnie Lombard Odier SCmA | 640 | $40.2K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 666 | $41.8K | 0.00% | +9+1.4% | Added |
| Quadrant Capital Group LLC | 711 | $44.6K | 0.00% | +327+85.2% | Added |
| Massmutual Trust Co FSB | 716 | $45.0K | 0.00% | −89−11.1% | Reduced |
| Advisory Services Network, LLC | 768 | $48.2K | 0.00% | +768 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 772 | $48.5K | 0.00% | +472+157.3% | Added |