| Tfo-TDC, LLC | 1 | $301 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1 | $327 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $328 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $328 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $328 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 2 | $656 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $656 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $656 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $656 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2 | $656 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 3 | $984 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $984 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3 | $984 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $984 | 0.00% | +3 | New |
| Provenance Wealth Advisors, LLC | 3 | $984 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5 | $1.64K | 0.00% | +5 | New |
| Larson Financial Group LLC | 6 | $1.97K | 0.00% | −64−91.4% | Reduced |
| Atlas Capital Advisors LLC | 6 | $1.97K | 0.00% | +6 | New |
| Milestone Investment Advisors LLC | 6 | $1.97K | 0.00% | +6 | New |
| Hantz Financial Services, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 7 | $2.00K | 0.00% | +7 | New |
| Trust Co of Vermont | 9 | $2.95K | 0.00% | −466−98.1% | Reduced |
| SJS Investment Consulting Inc. | 11 | $3.61K | 0.00% | +2+22.2% | Added |
| Central Trust Co | 12 | $3.94K | 0.00% | −15−55.6% | Reduced |
| Toth Financial Advisory Corp | 15 | $4.92K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $5.57K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 17 | $5.57K | 0.00% | −1−5.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 18 | $5.90K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $6.23K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 20 | $6.56K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 20 | $6.56K | 0.00% | +20 | New |
| Cary Street Partner Investment Advisory LLC | 22 | $7.21K | 0.00% | +7+46.7% | Added |
| HHM Wealth Advisors, LLC | 23 | $7.54K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 23 | $7.54K | 0.01% | +23 | New |
| Baker Avenue Asset Management, LP | 24 | $7.87K | 0.00% | +21+700.0% | Added |
| Optimum Investment Advisors | 25 | $8.20K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $8.20K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 27 | $8.85K | 0.00% | +27 | New |
| Atlantic Trust, LLC | 27 | $8.85K | 0.00% | +27 | New |
| Roble, Belko & Company, Inc | 30 | $10.0K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 32 | $10.5K | 0.00% | −3−8.6% | Reduced |
| Earnest Partners LLC | 33 | $10.8K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $10.8K | 0.00% | +10+43.5% | Added |
| Zions Bancorporation, N.A. | 35 | $11.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $11.5K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 38 | $12.0K | 0.00% | +1+2.7% | Added |
| Tyler-Stone Wealth Management | 38 | $12.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 39 | $12.8K | 0.01% | −5−11.4% | Reduced |
| Smithfield Trust Co | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 42 | $13.6K | 0.00% | +2+5.0% | Added |
| LGT Financial Advisors LLC | 43 | $14.1K | 0.02% | +43 | New |
| Whittier Trust Co of Nevada Inc | 46 | $15.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 46 | $15.1K | 0.01% | +18+64.3% | Added |
| Riverview Trust Co | 49 | $16.1K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 50 | $16.4K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 53 | $17.4K | 0.00% | +6+12.8% | Added |
| Global Retirement Partners, LLC | 58 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 73 | $23.9K | 0.00% | +25+52.1% | Added |
| Plante Moran Financial Advisors, LLC | 74 | $24.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 75 | $24.6K | 0.00% | +6+8.7% | Added |
| Huntington National Bank | 78 | $25.6K | 0.00% | +2+2.6% | Added |
| Farther Finance Advisors, LLC | 79 | $25.9K | 0.00% | +4+5.3% | Added |
| TD Private Client Wealth LLC | 79 | $25.9K | 0.00% | +31+64.6% | Added |
| Private Trust Co NA | 81 | $26.6K | 0.00% | −2−2.4% | Reduced |
| Sunbelt Securities, Inc. | 87 | $28.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $28.5K | 0.00% | +6+7.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $30.2K | 0.02% | +92 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $32.8K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 104 | $34.3K | 0.01% | +104 | New |
| Glassman Wealth Services | 108 | $35.4K | 0.01% | −4−3.6% | Reduced |
| St Germain D J Co Inc | 110 | $36.1K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 111 | $36.4K | 0.02% | +57+105.6% | Added |
| FinTrust Capital Advisors, LLC | 114 | $37.5K | 0.01% | +24+26.7% | Added |
| Park Place Capital Corp | 124 | $40.7K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 125 | $40.9K | 0.02% | +36+40.4% | Added |
| Hexagon Capital Partners LLC | 140 | $45.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 150 | $49.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 153 | $50.2K | 0.01% | +26+20.5% | Added |
| Lindbrook Capital, LLC | 159 | $52.1K | 0.01% | +51+47.2% | Added |
| Whittier Trust Co | 161 | $52.8K | 0.00% | +6+3.9% | Added |
| First Horizon Advisors, Inc. | 169 | $55.4K | 0.00% | +6+3.7% | Added |
| Umb Bank N A | 175 | $57.4K | 0.00% | +19+12.2% | Added |
| Massmutual Trust Co FSB | 194 | $63.6K | 0.00% | +5+2.6% | Added |
| Rosenberg Matthew Hamilton | 196 | $64.3K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $65.6K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 226 | $74.1K | 0.02% | +25+12.4% | Added |
| Ronald Blue Trust, Inc. | 266 | $80.0K | 0.00% | +6+2.3% | Added |
| Capstone Investment Advisors, LLC | 244 | $80.0K | 0.00% | −199−44.9% | Reduced |
| Itau Unibanco Holding S.A. | 245 | $80.3K | 0.00% | +245 | New |
| Cullen/Frost Bankers, Inc. | 270 | $88.5K | 0.00% | +100+58.8% | Added |
| Headlands Technologies LLC | 277 | $90.8K | 0.04% | +277 | New |
| Gradient Investments LLC | 290 | $95.1K | 0.00% | −23−7.3% | Reduced |