| Asset Dedication, LLC | 1 | $0 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $568 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $570 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,250 | $639 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $851 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $851 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 3 | $851 | 0.00% | +3 | New |
| Glass Jacobson Investment Advisors llc | 3 | $851 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $851 | 0.00% | +3 | New |
| Jones Financial Companies LLLP | 3 | $1.00K | 0.00% | +3 | New |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| Fiduciary Alliance LLC | 4 | $1.14K | 0.00% | +4 | New |
| Ellevest, Inc. | 5 | $1.42K | 0.00% | −2−28.6% | Reduced |
| Macroview Investment Management LLC | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 5 | $1.42K | 0.00% | +5 | New |
| Freedom Wealth Alliance, LLC | 6 | $1.70K | 0.00% | +6 | New |
| Concord Wealth Partners | 7 | $1.99K | 0.00% | +7 | New |
| Sierra Capital LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 6 | $2.00K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $2.27K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $2.27K | 0.00% | +8 | New |
| Beaird Harris Wealth Management, LLC | 8 | $2.27K | 0.00% | +8 | New |
| Newbridge Financial Services Group, Inc. | 8 | $2.28K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $2.49K | 0.00% | +8 | New |
| Abound Wealth Management | 10 | $2.84K | 0.00% | +4+66.7% | Added |
| Romano Brothers and Company | 10 | $2.84K | 0.00% | +10 | New |
| TD Ameritrade Investment Management, LLC | 9 | $3.00K | 0.00% | −21−70.0% | Reduced |
| HighMark Wealth Management LLC | 13 | $3.69K | 0.00% | +2+18.2% | Added |
| Baker Avenue Asset Management, LP | 14 | $3.97K | 0.00% | +14 | New |
| DT Investment Partners, LLC | 15 | $4.26K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $4.26K | 0.00% | +6+66.7% | Added |
| Crewe Advisors LLC | 16 | $4.54K | 0.00% | −30−65.2% | Reduced |
| Tfo-TDC, LLC | 644 | $4.80K | 0.00% | +644 | New |
| Raffa Wealth Management, LLC | 17 | $4.82K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 17 | $4.82K | 0.00% | +17 | New |
| Grove Bank & Trust | 17 | $5.00K | 0.00% | +17 | New |
| Moisand Fitzgerald Tamayo, LLC | 18 | $5.11K | 0.00% | +8+80.0% | Added |
| ICA Group Wealth Management, LLC | 19 | $5.39K | 0.00% | −1,393−98.7% | Reduced |
| Red Tortoise LLC | 19 | $5.39K | 0.00% | +19 | New |
| Cary Street Partner Investment Advisory LLC | 20 | $5.70K | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $6.08K | 0.00% | +6+40.0% | Added |
| Ten Capital Wealth Advisors, LLC | 22 | $6.24K | 0.00% | −20−47.6% | Reduced |
| Lee Financial Co | 22 | $6.24K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 23 | $7.05K | 0.00% | +23 | New |
| Investors Research Corp | 26 | $7.38K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 27 | $7.66K | 0.00% | −7−20.6% | Reduced |
| Coastal Capital Group, Inc. | 32 | $7.96K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 414 | $8.00K | 0.00% | +405+4,500.0% | Added |
| Leonteq Securities AG | 30 | $8.51K | 0.00% | +17+130.8% | Added |
| Washington Trust Co | 30 | $8.51K | 0.00% | +30 | New |
| Core Alternative Capital | 30 | $8.52K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 31 | $8.80K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 34 | $9.70K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 37 | $10.5K | 0.00% | +14+60.9% | Added |
| Arcus Capital Partners, LLC | 37 | $10.5K | 0.00% | +37 | New |
| Harbor Investment Advisory, LLC | 38 | $10.8K | 0.00% | −18−32.1% | Reduced |
| Hexagon Capital Partners LLC | 40 | $11.4K | 0.00% | +8+25.0% | Added |
| Dark Forest Capital Management LP | 40 | $11.4K | 0.00% | +40 | New |
| Clearstead Advisors, LLC | 42 | $11.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 45 | $12.8K | 0.00% | +15+50.0% | Added |
| Grey Fox Wealth Advisors, LLC | 46 | $13.1K | 0.01% | +46 | New |
| Delos Wealth Advisors, LLC | 48 | $13.6K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 48 | $14.0K | 0.00% | −2−4.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 51 | $14.5K | 0.01% | +6+13.3% | Added |
| Colonial Trust Advisors | 55 | $15.7K | 0.00% | +55 | New |
| Geneos Wealth Management Inc. | 56 | $15.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $16.2K | 0.00% | +5+9.6% | Added |
| Sargent Bickham Lagudis LLC | 58 | $16.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 62 | $17.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $18.2K | 0.00% | +3+4.9% | Added |
| GWM Advisors LLC | 6,105 | $18.7K | 0.00% | +4,031+194.4% | Added |
| MV Capital Management, Inc. | 67 | $19.0K | 0.00% | +3+4.7% | Added |
| Arlington Partners LLC | 67 | $19.0K | 0.00% | +67 | New |
| Deseret Mutual Benefit Administrators | 70 | $19.9K | 0.01% | −26−27.1% | Reduced |
| American National Bank | 78 | $22.0K | 0.00% | −9−10.3% | Reduced |
| Leelyn Smith, LLC | 80 | $22.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 76 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 84 | $23.8K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 86 | $24.4K | 0.00% | −3−3.4% | Reduced |
| Earnest Partners LLC | 88 | $25.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 92 | $26.0K | 0.01% | +92 | New |
| TCI Wealth Advisors, Inc. | 94 | $26.7K | 0.00% | −46−32.9% | Reduced |
| Bell Investment Advisors, Inc | 95 | $27.0K | 0.01% | +24+33.8% | Added |
| Ancora Advisors, LLC | 103 | $29.0K | 0.00% | −400−79.5% | Reduced |
| CoreCap Advisors, LLC | 105 | $29.8K | 0.00% | +105 | New |
| Manchester Capital Management LLC | 120 | $34.1K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 128 | $36.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 132 | $37.5K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 132 | $37.5K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 140 | $39.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 140 | $39.7K | 0.01% | +70+100.0% | Added |
| Northwest Investment Counselors, LLC | 144 | $40.9K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 145 | $41.0K | 0.01% | 00.0% | Unchanged |