| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $410 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $410 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $410 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $806 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $819 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $824 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $855 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3 | $1.23K | 0.00% | +3 | New |
| NewSquare Capital LLC | 3 | $1.23K | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 4 | $1.64K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $1.64K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | +4+200.0% | Added |
| Macroview Investment Management LLC | 5 | $2.05K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 5 | $2.05K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $2.22K | 0.00% | +4+200.0% | Added |
| Versant Capital Management, Inc | 6 | $2.46K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $2.86K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $3.27K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 9 | $3.68K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 11 | $4.50K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 12 | $4.91K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 12 | $4.91K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 12 | $5.00K | 0.00% | −1−7.7% | Reduced |
| Clear Street Markets LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 13 | $5.32K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $5.32K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 14 | $5.73K | 0.00% | −13−48.1% | Reduced |
| Hexagon Capital Partners LLC | 14 | $5.73K | 0.00% | −3−17.6% | Reduced |
| Bollard Group LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 15 | $6.14K | 0.00% | +1+7.1% | Added |
| DT Investment Partners, LLC | 15 | $6.14K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $6.14K | 0.00% | +11+275.0% | Added |
| Abound Wealth Management | 16 | $6.55K | 0.00% | +1+6.7% | Added |
| Raffa Wealth Management, LLC | 17 | $6.96K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 18 | $7.37K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $7.77K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 23 | $9.41K | 0.00% | −179−88.6% | Reduced |
| SJS Investment Consulting Inc. | 23 | $9.59K | 0.00% | +2+9.5% | Added |
| Sunbelt Securities, Inc. | 24 | $9.82K | 0.00% | +6+33.3% | Added |
| Zions Bancorporation, N.A. | 25 | $10.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 28 | $11.0K | 0.00% | −1−3.4% | Reduced |
| Financial Management Professionals, Inc. | 26 | $11.0K | 0.00% | +1+4.0% | Added |
| Brown Brothers Harriman & Co | 27 | $11.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 28 | $11.5K | 0.00% | −4−12.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 32 | $13.0K | 0.00% | +17+113.3% | Added |
| Sutton Wealth Advisors Inc. | 38 | $15.5K | 0.01% | +8+26.7% | Added |
| Core Alternative Capital | 41 | $16.8K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $17.6K | 0.00% | −8−15.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 49 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 52 | $21.3K | 0.02% | −24−31.6% | Reduced |
| Harbor Investment Advisory, LLC | 52 | $21.3K | 0.00% | −4−7.1% | Reduced |
| Steward Financial Group LLC | 55 | $22.0K | 0.01% | +13+31.0% | Added |
| Colonial Trust Advisors | 56 | $22.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 56 | $22.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $22.9K | 0.00% | +2+3.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 59 | $24.1K | 0.01% | +59 | New |
| Farmers & Merchants Investments Inc | 62 | $25.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 62 | $25.4K | 0.00% | +20+47.6% | Added |
| LGT Financial Advisors LLC | 65 | $26.6K | 0.03% | +65 | New |
| Resurgent Financial Advisors LLC | 70 | $28.6K | 0.02% | −193−73.4% | Reduced |
| Deseret Mutual Benefit Administrators | 71 | $29.0K | 0.01% | −4−5.3% | Reduced |
| Headinvest, LLC | 75 | $30.2K | 0.01% | +75 | New |
| Park Place Capital Corp | 75 | $30.7K | 0.01% | −17−18.5% | Reduced |
| American National Bank | 78 | $31.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 79 | $32.3K | 0.00% | +7+9.7% | Added |
| Catalyst Capital Advisors LLC | 81 | $33.1K | 0.00% | +20+32.8% | Added |
| Bell Investment Advisors, Inc | 83 | $34.0K | 0.01% | −9−9.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 83 | $34.0K | 0.00% | +83 | New |
| Valley National Advisers Inc | 85 | $35.0K | 0.01% | +9+11.8% | Added |
| Earnest Partners LLC | 88 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 103 | $42.1K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 108 | $44.2K | 0.02% | −27−20.0% | Reduced |
| Heritage Wealth Advisors | 116 | $47.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 118 | $48.3K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 120 | $49.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 120 | $49.1K | 0.00% | +11+10.1% | Added |
| Tyler-Stone Wealth Management | 128 | $52.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 132 | $54.0K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 16,889 | $54.1K | 1.58% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 138 | $56.5K | 0.00% | +16+13.1% | Added |
| GoalVest Advisory LLC | 141 | $57.7K | 0.03% | −19−11.9% | Reduced |
| Flaharty Asset Management, LLC | 148 | $60.6K | 0.01% | +148 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 150 | $61.4K | 0.01% | +100+200.0% | Added |
| Harbour Investments, Inc. | 155 | $63.4K | 0.00% | +26+20.2% | Added |
| KB Financial Partners, LLC | 161 | $66.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 163 | $66.7K | 0.01% | +163 | New |
| Glassman Wealth Services | 169 | $69.1K | 0.01% | −3−1.7% | Reduced |
| Northwest Investment Counselors, LLC | 169 | $69.1K | 0.02% | +25+17.4% | Added |
| Evermay Wealth Management LLC | 200 | $81.8K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $81.8K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 206 | $84.3K | 0.04% | +206 | New |
| Allworth Financial LP | 207 | $84.8K | 0.00% | −129−38.4% | Reduced |