| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Avion Wealth | 12 | $0 | 0.00% | +7+140.0% | Added |
| Ameriflex Group, Inc. | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 1 | $81 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2 | $162 | 0.00% | −260−99.2% | Reduced |
| Hurley Capital, LLC | 2 | $162 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $162 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $162 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $162 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 2 | $162 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2 | $162 | 0.00% | −13−86.7% | Reduced |
| Essential Partners LLC | 2 | $162 | 0.00% | +2 | New |
| Zions Bancorporation, National Association | 3 | $243 | 0.00% | −1−25.0% | Reduced |
| Huntington National Bank | 3 | $243 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $243 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $243 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $243 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $244 | 0.00% | −3−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $244 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $325 | 0.00% | −5−55.6% | Reduced |
| Parkside Financial Bank & Trust | 4 | $325 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4 | $325 | 0.00% | +4 | New |
| Rossby Financial, LCC | 4 | $325 | 0.00% | +4 | New |
| Harbor Investment Advisory, LLC | 5 | $406 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $433 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $487 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 6 | $487 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7 | $568 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 7 | $568 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 7 | $638 | 0.00% | +7 | New |
| North Capital, Inc. | 8 | $649 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $974 | 0.00% | −20−62.5% | Reduced |
| Hemington Wealth Management | 16 | $1.00K | 0.00% | −8−33.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| First Horizon Advisors, Inc. | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.22K | 0.00% | +7+87.5% | Added |
| Kestra Investment Management, LLC | 20 | $1.40K | 0.00% | +3+17.6% | Added |
| Manchester Capital Management LLC | 18 | $1.46K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $1.46K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 19 | $1.54K | 0.00% | −1−5.0% | Reduced |
| South State Corp. | 20 | $1.62K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 22 | $1.79K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 24 | $1.95K | 0.00% | +5+26.3% | Added |
| Skopos Labs, Inc. | 25 | $2.03K | 0.00% | −90−78.3% | Reduced |
| Geneos Wealth Management Inc. | 29 | $2.35K | 0.00% | −1−3.3% | Reduced |
| Private Wealth Management Group, LLC | 31 | $2.52K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $2.52K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 32 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $2.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $2.76K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 36 | $2.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 52 | $4.22K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 52 | $4.22K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $4.54K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 63 | $5.07K | 0.00% | −8−11.3% | Reduced |
| Finley Financial, LLC | 65 | $5.28K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 68 | $5.52K | 0.00% | +27+65.9% | Added |
| Centricity Wealth Management, LLC | 69 | $5.60K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 69 | $5.60K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 92 | $7.46K | 0.00% | +2+2.2% | Added |
| Nisa Investment Advisors, LLC | 100 | $8.12K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 114 | $9.25K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 116 | $9.41K | 0.00% | −1−0.9% | Reduced |
| Assetmark, Inc | 133 | $10.8K | 0.00% | +45+51.1% | Added |
| Northwestern Mutual Wealth Management Co | 152 | $12.3K | 0.00% | −306−66.8% | Reduced |
| Jones Financial Companies LLLP | 155 | $12.5K | 0.00% | +65+72.2% | Added |
| Ronald Blue Trust, Inc. | 157 | $12.7K | 0.00% | +53+51.0% | Added |
| EverSource Wealth Advisors, LLC | 160 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 179 | $14.0K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 179 | $15.0K | 0.00% | +179 | New |
| Larson Financial Group LLC | 195 | $15.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 192 | $16.0K | 0.01% | +83+76.1% | Added |
| Atlantic Trust, LLC | 220 | $17.9K | 0.00% | +40+22.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 235 | $19.0K | 0.00% | +235 | New |
| Trust Co of Vermont | 246 | $20.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 274 | $22.2K | 0.00% | +47+20.7% | Added |
| Trust Co of Toledo NA | 291 | $23.6K | 0.00% | +291 | New |
| Delta Asset Management LLC | 301 | $24.4K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 301 | $24.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 330 | $26.0K | 0.00% | +330 | New |
| Massmutual Trust Co FSB | 345 | $28.0K | 0.00% | +19+5.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 349 | $28.3K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 366 | $29.7K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 412 | $33.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 420 | $34.1K | 0.00% | −41−8.9% | Reduced |
| Tower Research Capital LLC (TRC) | 422 | $34.3K | 0.00% | −4,141−90.8% | Reduced |
| State of Wyoming | 447 | $36.3K | 0.00% | −340−43.2% | Reduced |
| Advisor Group Holdings, Inc. | 463 | $37.6K | 0.00% | +18+4.0% | Added |
| Signaturefd, LLC | 597 | $48.5K | 0.00% | +54+9.9% | Added |
| Franklin Resources Inc | 606 | $49.2K | 0.00% | +47+8.4% | Added |
| Murphy & Mullick Capital Management Corp | 645 | $54.3K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 751 | $61.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 762 | $61.8K | 0.00% | −72−8.6% | Reduced |
