| Addison Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Morton Brown Family Wealth, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $180 | 0.00% | – | – |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $1.00K | 0.00% | −5−41.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| Crewe Advisors LLC | 4 | $1.00K | 0.00% | +4 | New |
| State of Wyoming | 5 | $1.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $2.00K | 0.00% | +5+125.0% | Added |
| Global Financial Private Client, LLC | 13 | $2.40K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 18 | $3.00K | 0.00% | +1+5.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $3.00K | 0.00% | +1+7.7% | Added |
| Horan Securities, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| Investors Research Corp | 19 | $3.00K | 0.00% | +19 | New |
| Larson Financial Group LLC | 14 | $3.00K | 0.00% | +14 | New |
| Lake Point Wealth Management | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 25 | $5.00K | 0.00% | +25 | New |
| Heritage Wealth Advisors | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 34 | $6.00K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 32 | $6.00K | 0.00% | +1+3.2% | Added |
| CVA Family Office, LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 36 | $6.00K | 0.01% | +20+125.0% | Added |
| Clearstead Advisors, LLC | 35 | $6.00K | 0.00% | +35 | New |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 39 | $7.00K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 40 | $7.00K | 0.00% | +30+300.0% | Added |
| Washington Trust Advisors, Inc. | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 50 | $9.00K | 0.00% | +9+22.0% | Added |
| Huntington National Bank | 59 | $11.0K | 0.00% | −18−23.4% | Reduced |
| Baillie Gifford & Co | 62 | $11.0K | 0.00% | −9−12.7% | Reduced |
| Caldwell Trust Co | 63 | $11.3K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 67 | $12.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 74 | $13.0K | 0.00% | +74 | New |
| Bell Investment Advisors, Inc | 70 | $13.0K | 0.00% | +70 | New |
| Bartlett & Co. Wealth Management LLC | 77 | $13.9K | 0.00% | +77 | New |
| Hantz Financial Services, Inc. | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 77 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 77 | $14.0K | 0.00% | +77 | New |
| MUFG Americas Holdings Corp | 83 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 83 | $15.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 83 | $15.0K | 0.01% | +3+3.8% | Added |
| HHM Wealth Advisors, LLC | 81 | $15.0K | 0.00% | +18+28.6% | Added |
| Rockbridge Investment Management, LCC | 87 | $15.7K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 87 | $16.0K | 0.01% | +11+14.5% | Added |
| Dark Forest Capital Management LP | 93 | $17.0K | 0.00% | +93 | New |
| Castle Wealth Management LLC | 102 | $18.0K | 0.01% | +102 | New |
| JFS Wealth Advisors, LLC | 111 | $20.0K | 0.00% | +25+29.1% | Added |
| Fred Alger Management, LLC | 111 | $20.0K | 0.00% | +111 | New |
| Pacer Advisors, Inc. | 116 | $21.0K | 0.00% | −5,077−97.8% | Reduced |
| Hanseatic Management Services Inc | 118 | $21.0K | 0.05% | +118 | New |
| Arrow Financial Corp | 120 | $22.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 121 | $22.0K | 0.00% | +15+14.2% | Added |
| Concord Wealth Partners | 126 | $23.0K | 0.01% | −15−10.6% | Reduced |
| Ogorek Anthony Joseph | 142 | $25.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 138 | $25.0K | 0.00% | +35+34.0% | Added |
| Harbour Investments, Inc. | 141 | $25.0K | 0.00% | +141 | New |
| Prestige Wealth Management Group LLC | 145 | $26.0K | 0.01% | −6−4.0% | Reduced |
| Clear Street Markets LLC | 152 | $27.0K | 0.01% | +121+390.3% | Added |
| CoreCap Advisors, LLC | 147 | $27.0K | 0.00% | +147 | New |
| Patriot Financial Group Insurance Agency, LLC | 155 | $28.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 161 | $29.0K | 0.00% | +161 | New |
| Bivin & Associates, Inc. | 170 | $31.0K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 179 | $32.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 170 | $33.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 193 | $35.0K | 0.00% | +193 | New |
| Anchor Investment Management, LLC | 215 | $38.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 223 | $40.0K | 0.01% | +1+0.5% | Added |
| Global Retirement Partners, LLC | 225 | $40.0K | 0.00% | −6−2.6% | Reduced |
| Duncker Streett & Co Inc | 227 | $41.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 225 | $41.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 236 | $42.0K | 0.01% | +24+11.3% | Added |
| Wolff Wiese Magana LLC | 250 | $45.0K | 0.03% | −2−0.8% | Reduced |
| Endurance Wealth Management, Inc. | 250 | $45.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 248 | $45.0K | 0.01% | +4+1.6% | Added |
| Column Capital Advisors, LLC | 254 | $46.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 276 | $50.0K | 0.01% | +276 | New |
| TFC Financial Management | 281 | $51.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 291 | $52.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 288 | $53.0K | 0.00% | −76−20.9% | Reduced |