| E Fund Management (Hong Kong) Co., Ltd. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| NewSquare Capital LLC | 1 | $249 | 0.00% | −1−50.0% | Reduced |
| City State Bank | 1 | $249 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $497 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2 | $497 | 0.00% | +2 | New |
| Claris Advisors, LLC | 2 | $497 | 0.00% | +2 | New |
| SYSTM Wealth Solutions LLC | 2 | $498 | 0.02% | −33−94.3% | Reduced |
| ClariVest Asset Management LLC | 3 | $727 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3 | $794 | 0.00% | −169−98.3% | Reduced |
| Legacy Investment Solutions, LLC | 3 | $860 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 3 | $860 | 0.00% | +3 | New |
| Safe Harbor Fiduciary, LLC | 4 | $994 | 0.00% | +4 | New |
| 1620 Investment Advisors, Inc. | 4 | $1.09K | 0.00% | +4 | New |
| Voisard Asset Management Group, Inc. | 5 | $1.24K | 0.00% | +5 | New |
| Horizon Financial Services, LLC | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.74K | 0.00% | −1−12.5% | Reduced |
| Blume Capital Management, Inc. | 7 | $1.74K | 0.00% | +7 | New |
| New England Capital Financial Advisors LLC | 7 | $1.78K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 8 | $1.99K | 0.00% | −84−91.3% | Reduced |
| CNB Bank | 8 | $1.99K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 8 | $1.99K | 0.00% | +8 | New |
| Asset Dedication, LLC | 8 | $1.99K | 0.00% | +8 | New |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $2.24K | 0.00% | −5−35.7% | Reduced |
| Carolinas Wealth Consulting LLC | 9 | $2.24K | 0.00% | −2−18.2% | Reduced |
| Trifecta Capital Advisors, LLC | 9 | $2.24K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 10 | $2.49K | 0.00% | −468−97.9% | Reduced |
| WR Wealth Planners, LLC | 10 | $2.49K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $2.49K | 0.00% | +8+400.0% | Added |
| Valued Wealth Advisors LLC | 10 | $2.49K | 0.00% | −1−9.1% | Reduced |
| Iron Horse Wealth Management, LLC | 10 | $2.53K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 12 | $2.98K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 14 | $3.48K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 14 | $3.48K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 15 | $3.76K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $3.98K | 0.00% | −3−15.8% | Reduced |
| Stephens Consulting, LLC | 17 | $4.23K | 0.00% | −2−10.5% | Reduced |
| Lowe Wealth Advisors, LLC | 18 | $4.47K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $4.47K | 0.00% | +18 | New |
| Atlas Capital Advisors LLC | 19 | $4.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $4.97K | 0.00% | +1+5.3% | Added |
| Northwest Investment Counselors, LLC | 20 | $5.09K | 0.00% | +20 | New |
| Hollencrest Capital Management | 22 | $5.47K | 0.00% | +22 | New |
| Redmont Wealth Advisors LLC | 23 | $5.72K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 20 | $5.72K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22 | $5.73K | 0.00% | +22 | New |
| Capital Advisors, Ltd. LLC | 23 | $6.00K | 0.00% | −8−25.8% | Reduced |
| Byrne Asset Management LLC | 25 | $6.21K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 25 | $6.21K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 25 | $6.21K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 25 | $6.21K | 0.00% | +25 | New |
| Cherry Tree Wealth Management, LLC | 26 | $6.46K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 28 | $6.96K | 0.01% | +8+40.0% | Added |
| IAG Wealth Partners, LLC | 32 | $7.96K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 33 | $8.32K | 0.00% | −2−5.7% | Reduced |
| Chilton Capital Management LLC | 35 | $8.70K | 0.00% | −125−78.1% | Reduced |
| Tortoise Investment Management, LLC | 35 | $8.70K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 35 | $8.70K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 36 | $8.95K | 0.00% | +36 | New |
| Core Alternative Capital | 36 | $8.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 37 | $9.00K | 0.00% | +37 | New |
| One River Asset Management, LLC | 36 | $9.11K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 38 | $9.45K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 38 | $9.45K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 38 | $9.45K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 39 | $9.70K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 40 | $9.94K | 0.00% | −55−57.9% | Reduced |
| Christopher J. Hasenberg, Inc | 41 | $10.5K | 0.00% | +41 | New |
| Cornerstone Planning Group LLC | 40 | $10.7K | 0.00% | −3−7.0% | Reduced |
| Global Wealth Strategies & Associates | 46 | $11.4K | 0.00% | +46 | New |
| Arlington Trust Co LLC | 48 | $11.9K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 48 | $11.9K | 0.00% | +48 | New |
| Householder Group Estate & Retirement Specialist, LLC | 49 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $12.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $12.4K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 50 | $12.4K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $12.4K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 50 | $12.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $12.4K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 50 | $12.4K | 0.01% | +50 | Added |
| Abich Financial Wealth Management LLC | 51 | $12.7K | 0.03% | −487−90.5% | Reduced |
| Criterion Capital Advisors, LLC | 54 | $13.1K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 53 | $13.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 53 | $13.2K | 0.00% | −144−73.1% | Reduced |
| Pacific Center for Financial Services | 56 | $14.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 58 | $14.4K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 58 | $14.5K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 60 | $14.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 60 | $15.0K | 0.00% | −19−24.1% | Reduced |
| Beacon Capital Management, LLC | 63 | $15.7K | 0.00% | −1−1.6% | Reduced |
| Raffa Wealth Management, LLC | 63 | $15.7K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 64 | $15.9K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 65 | $16.2K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 68 | $17.0K | 0.00% | −70−50.7% | Reduced |
| AlphaMark Advisors, LLC | 67 | $17.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $17.4K | 0.01% | 00.0% | Unchanged |