| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 1 | $341 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $341 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $668 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $682 | 0.00% | −46−95.8% | Reduced |
| Tfo-TDC, LLC | 2 | $682 | 0.00% | −642−99.7% | Reduced |
| Aspire Private Capital, LLC | 2 | $685 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 4 | $1.36K | 0.00% | −27,889−100.0% | Reduced |
| Macroview Investment Management LLC | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Versant Capital Management, Inc | 6 | $2.04K | 0.00% | −2−25.0% | Reduced |
| Dakota Community Bank & Trust NA | 6 | $2.04K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $2.04K | 0.00% | +6 | New |
| Toth Financial Advisory Corp | 6 | $2.05K | 0.00% | +6 | New |
| Concord Wealth Partners | 7 | $2.39K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9 | $3.07K | 0.00% | −7−43.8% | Reduced |
| Ellevest, Inc. | 10 | $3.41K | 0.00% | +5+100.0% | Added |
| Syverson Strege & Co | 10 | $3.41K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $3.41K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 11 | $3.75K | 0.00% | +11 | New |
| WR Wealth Planners, LLC | 12 | $4.09K | 0.00% | +12 | New |
| HighMark Wealth Management LLC | 13 | $4.43K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $4.77K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $5.11K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 16 | $5.45K | 0.00% | −22−57.9% | Reduced |
| Baker Avenue Asset Management, LP | 16 | $5.45K | 0.00% | +2+14.3% | Added |
| Raffa Wealth Management, LLC | 17 | $5.79K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 18 | $6.14K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $6.48K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 20 | $6.85K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 20 | $7.00K | 0.00% | +20 | New |
| Hexagon Capital Partners LLC | 21 | $7.16K | 0.00% | −19−47.5% | Reduced |
| Lee Financial Co | 22 | $7.50K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 22 | $7.50K | 0.00% | +3+15.8% | Added |
| FinTrust Capital Advisors, LLC | 27 | $7.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $8.33K | 0.00% | +3+14.3% | Added |
| Zions Bancorporation, N.A. | 25 | $8.52K | 0.00% | −12−32.4% | Reduced |
| Capital Advisors, Ltd. LLC | 27 | $9.00K | 0.00% | −387−93.5% | Reduced |
| Sunbelt Securities, Inc. | 28 | $9.34K | 0.00% | +28 | New |
| Thompson Siegel & Walmsley LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 30 | $10.0K | 0.00% | +30 | New |
| Sutton Wealth Advisors Inc. | 30 | $10.2K | 0.01% | −1−3.2% | Reduced |
| Washington Trust Co | 30 | $10.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 32 | $10.9K | 0.00% | +15+88.2% | Added |
| Loomis Sayles & Co L P | 33 | $11.0K | 0.00% | +33 | New |
| China Universal Asset Management Co., Ltd. | 33 | $11.2K | 0.00% | +33 | New |
| Quarry LP | 35 | $11.9K | 0.01% | +35 | New |
| Core Alternative Capital | 37 | $12.6K | 0.00% | +7+23.3% | Added |
| Clearstead Advisors, LLC | 42 | $14.3K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 49 | $16.7K | 0.01% | +3+6.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 49 | $17.0K | 0.00% | +1+2.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 51 | $17.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 56 | $18.9K | 0.00% | +1+1.8% | Added |
| Geneos Wealth Management Inc. | 56 | $19.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 58 | $19.8K | 0.00% | +1+1.8% | Added |
| Parallax Volatility Advisers, L.P. | 60 | $20.4K | 0.00% | −1,146−95.0% | Reduced |
| Paloma Partners Management Co | 62 | $21.1K | 0.00% | −278−81.8% | Reduced |
| Farmers & Merchants Investments Inc | 62 | $21.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 65 | $22.2K | 0.00% | −21−24.4% | Reduced |
| Prestige Wealth Management Group LLC | 67 | $22.8K | 0.01% | +3+4.7% | Added |
| Deseret Mutual Benefit Administrators | 70 | $23.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 73 | $24.9K | 0.00% | +6+9.0% | Added |
| American National Bank | 78 | $26.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 76 | $27.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 84 | $28.6K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 88 | $30.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 91 | $31.0K | 0.00% | +61+203.3% | Added |
| Bell Investment Advisors, Inc | 91 | $31.0K | 0.01% | −4−4.2% | Reduced |
| Park Place Capital Corp | 92 | $31.4K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 94 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 103 | $35.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 221 | $35.2K | 0.00% | −1,464−86.9% | Reduced |
| Jones Financial Companies LLLP | 110 | $37.5K | 0.00% | +107+3,566.7% | Added |
| Kelly Financial Services LLC | 114 | $38.9K | 0.02% | −93−44.9% | Reduced |
| Heritage Wealth Advisors | 116 | $39.5K | 0.00% | −37−24.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 118 | $40.2K | 0.01% | +118 | New |
| TD Private Client Wealth LLC | 122 | $41.6K | 0.00% | −72−37.1% | Reduced |
| Harbour Investments, Inc. | 128 | $43.6K | 0.00% | +83+184.4% | Added |
| Salem Investment Counselors Inc | 132 | $45.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 169 | $48.0K | 0.00% | −17−9.1% | Reduced |
| Disciplina Capital Management LLC | 142 | $48.5K | 0.01% | −11−7.2% | Reduced |
| Northwest Investment Counselors, LLC | 144 | $49.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 155 | $52.8K | 0.01% | +5+3.3% | Added |
| GoalVest Advisory LLC | 160 | $54.5K | 0.03% | −2−1.2% | Reduced |
| KB Financial Partners, LLC | 161 | $55.0K | 0.02% | +16+11.0% | Added |
| Parkside Financial Bank & Trust | 170 | $57.9K | 0.02% | +7+4.3% | Added |
| Brown Brothers Harriman & Co | 175 | $59.6K | 0.00% | +35+25.0% | Added |
| Glassman Wealth Services | 183 | $62.4K | 0.01% | +14+8.3% | Added |
| Carmichael Hill & Associates, Inc. | 202 | $68.8K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 206 | $70.2K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 210 | $71.6K | 0.04% | +210 | New |
| Cullen/Frost Bankers, Inc. | 235 | $80.1K | 0.00% | +235 | New |
| Farther Finance Advisors, LLC | 263 | $89.6K | 0.03% | −10−3.7% | Reduced |