| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $406 | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1 | $569 | 0.12% | −1,633−99.9% | Reduced |
| Delos Wealth Advisors, LLC | 2 | $811 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $811 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $811 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2 | $811 | 0.00% | +2 | New |
| Baystate Wealth Management LLC | 2 | $811 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 2 | $811 | 0.00% | +2 | New |
| Winthrop Capital Management, LLC | 2 | $811 | 0.00% | +2 | New |
| Aspire Private Capital, LLC | 2 | $817 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $1.18K | 0.00% | −1,055−99.7% | Reduced |
| Plato Investment Management Ltd | 3 | $1.22K | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $1.22K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $1.22K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $1.22K | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $1.22K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 4 | $1.62K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $2.03K | 0.00% | −1−16.7% | Reduced |
| Tfo-TDC, LLC | 6 | $2.43K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $2.72K | 0.00% | +7 | New |
| Concord Wealth Partners | 7 | $2.84K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $2.84K | 0.00% | +7 | New |
| Pineridge Advisors LLC | 7 | $2.84K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 8 | $3.24K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 8 | $3.24K | 0.00% | +8 | New |
| Bruce G. Allen Investments, LLC | 8 | $3.24K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $3.27K | 0.00% | +8 | New |
| First Manhattan Co | 9 | $3.65K | 0.00% | +9 | New |
| FinTrust Capital Advisors, LLC | 9 | $3.65K | 0.00% | −5−35.7% | Reduced |
| Chilton Capital Management LLC | 9 | $3.65K | 0.00% | +9 | New |
| Clear Street Markets LLC | 9 | $4.00K | 0.00% | −3−25.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 11 | $4.46K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 11 | $4.46K | 0.00% | +11 | New |
| Caldwell Sutter Capital, Inc. | 12 | $4.86K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 13 | $5.27K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $5.27K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 13 | $5.27K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $5.27K | 0.00% | +13 | New |
| ICA Group Wealth Management, LLC | 14 | $5.67K | 0.00% | +14 | New |
| DT Investment Partners, LLC | 15 | $5.94K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 15 | $6.00K | 0.00% | −17−53.1% | Reduced |
| Toth Financial Advisory Corp | 15 | $6.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $6.89K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 18 | $7.30K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $7.30K | 0.00% | +2+12.5% | Added |
| Red Tortoise LLC | 19 | $7.70K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 19 | $8.00K | 0.01% | +19 | New |
| Prestige Wealth Management Group LLC | 20 | $8.11K | 0.00% | −23−53.5% | Reduced |
| SJS Investment Consulting Inc. | 21 | $8.69K | 0.00% | −2−8.7% | Reduced |
| Lee Financial Co | 22 | $8.92K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 23 | $9.32K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 23 | $9.32K | 0.00% | +23 | New |
| Zions Bancorporation, N.A. | 24 | $9.73K | 0.00% | −1−4.0% | Reduced |
| Sunbelt Securities, Inc. | 24 | $9.73K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 24 | $9.73K | 0.01% | +24 | New |
| Financial Management Professionals, Inc. | 25 | $10.0K | 0.00% | −1−3.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 25 | $10.1K | 0.00% | +25 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 25 | $10.1K | 0.01% | +25 | New |
| Brown Brothers Harriman & Co | 27 | $10.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 28 | $11.3K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 31 | $13.0K | 0.00% | +3+10.7% | Added |
| Carolinas Wealth Consulting LLC | 35 | $14.2K | 0.00% | +35 | New |
| Core Wealth Advisors, Inc. | 37 | $15.0K | 0.01% | +37 | New |
| Rise Advisors, LLC | 39 | $15.6K | 0.01% | −13−25.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39 | $15.9K | 0.00% | +39 | New |
| Smartleaf Asset Management LLC | 39 | $16.0K | 0.00% | +39 | New |
| Broadwater Capital Management LLC | 40 | $16.2K | 0.01% | +40 | New |
| Hexagon Capital Partners LLC | 47 | $19.1K | 0.00% | +33+235.7% | Added |
| Quarry LP | 47 | $19.1K | 0.01% | +47 | New |
| Kapitalo Investimentos Ltda | 51 | $20.7K | 0.00% | +51 | New |
| Harbor Investment Advisory, LLC | 52 | $21.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 56 | $22.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 56 | $22.7K | 0.01% | −15−21.1% | Reduced |
| Heritage Wealth Advisors | 116 | $23.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 58 | $23.5K | 0.00% | +2+3.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 60 | $24.3K | 0.01% | +1+1.7% | Added |
| Washington Trust Advisors, Inc. | 60 | $24.3K | 0.00% | +60 | New |
| Farmers & Merchants Investments Inc | 62 | $25.1K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 65 | $26.3K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 66 | $26.8K | 0.00% | +66 | New |
| Fortitude Family Office, LLC | 66 | $26.8K | 0.02% | +66 | New |
| Resurgent Financial Advisors LLC | 70 | $28.4K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 72 | $29.2K | 0.01% | +72 | New |
| Park Place Capital Corp | 75 | $30.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 76 | $30.8K | 0.00% | −62−44.9% | Reduced |
| MV Capital Management, Inc. | 78 | $31.6K | 0.00% | −1−1.3% | Reduced |
| Clearstead Advisors, LLC | 78 | $31.6K | 0.00% | +16+25.8% | Added |
| Core Alternative Capital | 81 | $32.8K | 0.01% | +40+97.6% | Added |
| Valley National Advisers Inc | 82 | $33.0K | 0.01% | −3−3.5% | Reduced |
| Bell Investment Advisors, Inc | 84 | $34.0K | 0.01% | +1+1.2% | Added |
| Sound Income Strategies, LLC | 85 | $34.5K | 0.00% | +85 | New |
| Neo Ivy Capital Management | 99 | $40.0K | 0.09% | +99 | New |
| First Foundation Advisors | 101 | $40.9K | 0.00% | −870−89.6% | Reduced |
| Ancora Advisors, LLC | 103 | $41.7K | 0.00% | 00.0% | Unchanged |