| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $380 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $380 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $380 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $380 | 0.00% | +1 | New |
| Creative Capital Management Investments LLC | 1 | $380 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $381 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $381 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $381 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 2 | $761 | 0.00% | +2 | New |
| West Paces Advisors Inc. | 2 | $761 | 0.00% | +2 | New |
| Activest Wealth Management | 3 | $1.14K | 0.00% | −21−87.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4 | $1.52K | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.52K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $1.90K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $1.90K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $1.90K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $1.90K | 0.00% | +5 | New |
| Creative Financial Designs Inc | 6 | $2.28K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $2.28K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7 | $2.50K | 0.00% | −2−22.2% | Reduced |
| Cornerstone Planning Group LLC | 9 | $2.54K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $2.62K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $2.66K | 0.00% | −1−12.5% | Reduced |
| Fortitude Family Office, LLC | 7 | $2.66K | 0.00% | +5+250.0% | Added |
| Private Trust Co NA | 7 | $2.66K | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 8 | $3.04K | 0.00% | +5+166.7% | Added |
| Leonteq Securities AG | 8 | $3.04K | 0.00% | +8 | New |
| Planning Strategies Inc. | 8 | $3.04K | 0.00% | +8 | New |
| TD Private Client Wealth LLC | 9 | $3.42K | 0.00% | +3+50.0% | Added |
| Signature Equity Partners, LLC | 9 | $3.42K | 0.00% | +8+800.0% | Added |
| Raffa Wealth Management, LLC | 9 | $3.42K | 0.00% | +9 | New |
| Cheviot Value Management, LLC | 10 | $3.80K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11 | $4.18K | 0.00% | +11 | New |
| Evolution Wealth Management Inc. | 12 | $4.56K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $4.56K | 0.00% | +5+71.4% | Added |
| Cape Investment Advisory, Inc. | 12 | $4.56K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 13 | $4.95K | 0.00% | +3+30.0% | Added |
| Gleason Group, Inc. | 13 | $4.95K | 0.00% | +13 | New |
| Strengthening Families & Communities, LLC | 14 | $5.33K | 0.00% | +14 | New |
| MV Capital Management, Inc. | 14 | $5.33K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $5.33K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $5.71K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $5.71K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 15 | $5.71K | 0.00% | +6+66.7% | Added |
| Geneos Wealth Management Inc. | 15 | $5.71K | 0.00% | +15 | New |
| MB, Levis & Associates, LLC | 15 | $5.71K | 0.00% | +15 | New |
| IMA Wealth, Inc. | 16 | $6.09K | 0.00% | +5+45.5% | Added |
| Basecamp Wealth Advisors LLC | 16 | $6.09K | 0.00% | +16 | New |
| Bogart Wealth, LLC | 17 | $6.47K | 0.00% | +2+13.3% | Added |
| Rossby Financial, LCC | 17 | $6.47K | 0.00% | +4+30.8% | Added |
| Cromwell Holdings LLC | 17 | $6.47K | 0.00% | +7+70.0% | Added |
| Atlantic Trust, LLC | 18 | $6.85K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 18 | $6.85K | 0.00% | +18 | New |
| Avion Wealth | 19 | $7.00K | 0.00% | +16+533.3% | Added |
| Albion Financial Group | 20 | $7.61K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 22 | $8.33K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 22 | $8.37K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 22 | $8.37K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $8.37K | 0.00% | +5+29.4% | Added |
| High Note Wealth, LLC | 23 | $8.75K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 23 | $8.75K | 0.00% | +5+27.8% | Added |
| Private Wealth Management Group, LLC | 25 | $9.51K | 0.00% | −3−10.7% | Reduced |
| Aventura Private Wealth, LLC | 26 | $9.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $9.89K | 0.00% | +3+13.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $10.3K | 0.01% | −7−20.6% | Reduced |
| CVA Family Office, LLC | 27 | $10.3K | 0.00% | +12+80.0% | Added |
| WPG Advisers, LLC | 27 | $10.3K | 0.01% | +27 | New |
| Silver Grove Financial Group, Inc. | 29 | $11.0K | 0.01% | +29 | New |
| Johnson Financial Group, Inc. | 33 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 34 | $12.9K | 0.00% | +23+209.1% | Added |
| Sachetta, LLC | 37 | $14.1K | 0.01% | +8+27.6% | Added |
| Rothschild Investment LLC | 38 | $14.5K | 0.00% | +16+72.7% | Added |
| Essential Partners LLC | 38 | $14.5K | 0.01% | +38 | New |
| Bare Financial Services, Inc | 42 | $16.0K | 0.00% | +1+2.4% | Added |
| Action Point Financial Planning, LLC | 44 | $16.0K | 0.00% | +44 | New |
| Covestor Ltd | 44 | $17.0K | 0.01% | +1+2.3% | Added |
| Strive Financial Group ,LLC | 47 | $17.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 59 | $18.0K | 0.00% | +34+136.0% | Added |
| 1015 Capital Partners, LLC | 49 | $18.6K | 0.02% | +49 | New |
| CX Institutional | 49 | $19.0K | 0.00% | +6+14.0% | Added |
| Spire Wealth Management | 50 | $19.0K | 0.00% | +50 | New |
| Zions Bancorporation, National Association | 52 | $19.8K | 0.00% | +7+15.6% | Added |
| Contravisory Investment Management, Inc. | 53 | $20.2K | 0.00% | −40−43.0% | Reduced |
| Farmers & Merchants Investments Inc | 54 | $20.5K | 0.00% | +2+3.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 57 | $21.7K | 0.00% | −17−23.0% | Reduced |
| V-Square Quantitative Management LLC | 57 | $21.7K | 0.00% | +57 | New |
| Concord Wealth Partners | 58 | $22.0K | 0.00% | +58 | New |
| Ameritas Advisory Services, LLC | 58 | $22.1K | 0.00% | +58 | New |
| American National Bank | 62 | $23.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $23.6K | 0.00% | −68−52.3% | Reduced |
| LRI Investments, LLC | 65 | $24.7K | 0.00% | +12+22.6% | Added |
| Acumen Wealth Advisors, LLC | 72 | $27.4K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 75 | $28.5K | 0.00% | −26−25.7% | Reduced |
| Harbour Investments, Inc. | 85 | $32.3K | 0.00% | +60+240.0% | Added |