| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | +1+100.0% | Added |
| Comerica Bank | 62,115 | $19 | 0.00% | +62,115 | New |
| Sound Income Strategies, LLC | 0 | $25 | 0.00% | 0 | New |
| Wolff Wiese Magana LLC | 1 | $370 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $370 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $736 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $740 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $740 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $740 | 0.00% | +2 | New |
| Aspire Private Capital, LLC | 2 | $744 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| TSFG, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Gradient Investments LLC | 3 | $1.11K | 0.00% | +3 | New |
| Independence Bank of Kentucky | 3 | $1.11K | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $1.48K | 0.00% | −2−33.3% | Reduced |
| NFJ Investment Group, LLC | 4 | $1.48K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $1.48K | 0.00% | +4 | New |
| Macroview Investment Management LLC | 5 | $1.85K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 5 | $1.85K | 0.00% | +5 | New |
| Versant Capital Management, Inc | 6 | $2.22K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $2.59K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 8 | $2.96K | 0.00% | −14−63.6% | Reduced |
| WealthPLAN Partners, LLC | 8 | $2.96K | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 8 | $2.96K | 0.00% | +8 | New |
| Coppell Advisory Solutions LLC | 8 | $3.01K | 0.00% | +8 | New |
| Crewe Advisors LLC | 9 | $3.33K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 9 | $3.33K | 0.02% | +3+50.0% | Added |
| Clear Street Markets LLC | 12 | $4.00K | 0.00% | +12 | New |
| Jackson, Grant Investment Advisers, Inc. | 11 | $4.07K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 12 | $4.44K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 12 | $4.44K | 0.00% | +12 | New |
| HighMark Wealth Management LLC | 13 | $4.81K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 13 | $4.81K | 0.00% | +13 | New |
| SkyView Investment Advisors, LLC | 13 | $5.00K | 0.00% | +6+85.7% | Added |
| Baker Avenue Asset Management, LP | 14 | $5.18K | 0.00% | −2−12.5% | Reduced |
| Disciplined Investments, LLC | 14 | $5.18K | 0.00% | −1−6.7% | Reduced |
| Abound Wealth Management | 15 | $5.55K | 0.00% | +5+50.0% | Added |
| Loomis Sayles & Co L P | 15 | $6.00K | 0.00% | −18−54.5% | Reduced |
| Bollard Group LLC | 15 | $6.00K | 0.00% | +15 | New |
| DT Investment Partners, LLC | 15 | $6.19K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $6.29K | 0.00% | −4−19.0% | Reduced |
| Raffa Wealth Management, LLC | 17 | $6.29K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 18 | $6.66K | 0.00% | −10−35.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 18 | $6.66K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $7.03K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 27 | $7.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $7.93K | 0.00% | −3−12.5% | Reduced |
| Lee Financial Co | 22 | $8.13K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $9.00K | 0.00% | +4+19.0% | Added |
| Zions Bancorporation, N.A. | 25 | $9.24K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 27 | $9.98K | 0.00% | −148−84.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 29 | $11.0K | 0.00% | +29 | New |
| Sutton Wealth Advisors Inc. | 30 | $11.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 32 | $11.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32 | $11.8K | 0.00% | −857−96.4% | Reduced |
| Okabena Investment Services Inc | 39 | $14.4K | 0.01% | +39 | New |
| Steward Financial Group LLC | 42 | $15.0K | 0.00% | +42 | New |
| Core Alternative Capital | 41 | $15.2K | 0.00% | +4+10.8% | Added |
| Clearstead Advisors, LLC | 42 | $15.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 49 | $18.0K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 50 | $18.0K | 0.01% | +50 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 50 | $18.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $18.9K | 0.00% | −16−23.9% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $20.0K | 0.00% | −4−6.9% | Reduced |
| Colonial Trust Advisors | 56 | $20.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 56 | $20.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 56 | $20.7K | 0.00% | +40+250.0% | Added |
| Fiduciary Alliance LLC | 58 | $21.4K | 0.00% | +58 | New |
| Catalyst Capital Advisors LLC | 61 | $22.6K | 0.00% | −4−6.2% | Reduced |
| Farmers & Merchants Investments Inc | 62 | $22.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 72 | $26.6K | 0.00% | −1−1.4% | Reduced |
| Deseret Mutual Benefit Administrators | 75 | $27.7K | 0.01% | +5+7.1% | Added |
| Rise Advisors, LLC | 76 | $28.1K | 0.02% | −8−9.5% | Reduced |
| American National Bank | 78 | $28.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 76 | $29.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 86 | $31.7K | 0.00% | +86 | New |
| Earnest Partners LLC | 88 | $32.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 92 | $34.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 92 | $34.0K | 0.01% | +1+1.1% | Added |
| First Capital Advisors Group, LLC. | 96 | $35.5K | 0.02% | +96 | New |
| Ancora Advisors, LLC | 103 | $38.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 109 | $40.3K | 0.00% | −1−0.9% | Reduced |
| State of Wyoming | 114 | $42.2K | 0.01% | +114 | New |
| Heritage Wealth Advisors | 116 | $42.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 118 | $43.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 119 | $44.0K | 0.00% | −1,940−94.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 120 | $44.4K | 0.01% | +120 | New |
| TD Private Client Wealth LLC | 122 | $45.1K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 124 | $45.8K | 0.01% | +91+275.8% | Added |
| Tyler-Stone Wealth Management | 128 | $47.0K | 0.03% | +128 | New |
| Harbour Investments, Inc. | 129 | $47.7K | 0.00% | +1+0.8% | Added |
| C M Bidwell & Associates Ltd | 132 | $48.8K | 0.04% | −651−83.1% | Reduced |
| Salem Investment Counselors Inc | 132 | $48.8K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 16,889 | $48.9K | 1.46% | −16,889−50.0% | Reduced |
| Kelly Financial Services LLC | 135 | $49.9K | 0.02% | +21+18.4% | Added |