| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $395 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $562 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $562 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $564 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $703 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 11 | $745 | 0.00% | +11 | New |
| Canada Pension Plan Investment Board | 12 | $843 | 0.00% | −22,698−99.9% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 13 | $913 | 0.00% | +13 | New |
| Sugarloaf Wealth Management, LLC | 18 | $1.28K | 0.00% | −98−84.5% | Reduced |
| Carolinas Wealth Consulting LLC | 20 | $1.40K | 0.00% | +20 | New |
| West Paces Advisors Inc. | 21 | $1.48K | 0.00% | +4+23.5% | Added |
| Colonial Trust Co | 22 | $1.54K | 0.00% | +22 | New |
| Aspect Partners, LLC | 23 | $1.61K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 23 | $1.62K | 0.00% | +23 | New |
| Eagle Bay Advisors LLC | 24 | $1.69K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 24 | $1.69K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 26 | $1.83K | 0.00% | +26 | New |
| Dunhill Financial, LLC | 29 | $2.01K | 0.00% | +29 | New |
| Atlas Capital Advisors LLC | 29 | $2.04K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 33 | $2.32K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 33 | $2.32K | 0.00% | −558−94.4% | Reduced |
| Frazier Financial Advisors, LLC | 37 | $2.60K | 0.00% | +37 | New |
| DiNuzzo Private Wealth, Inc. | 38 | $2.67K | 0.00% | +38 | New |
| Versant Capital Management, Inc | 41 | $2.88K | 0.00% | +10+32.3% | Added |
| Sachetta, LLC | 50 | $3.51K | 0.00% | +50 | New |
| Level Financial Advisors, Inc. | 53 | $3.72K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 56 | $3.93K | 0.00% | +56 | New |
| Spotlight Asset Group, Inc. | 62 | $3.93K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 63 | $4.42K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 66 | $4.63K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 66 | $4.63K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $4.63K | 0.00% | +5+8.2% | Added |
| Clear Street Markets LLC | 76 | $5.00K | 0.00% | −7,669−99.0% | Reduced |
| TSFG, LLC | 68 | $5.00K | 0.00% | +1+1.5% | Added |
| Valued Wealth Advisors LLC | 81 | $5.14K | 0.00% | +81 | New |
| Chesapeake Asset Management LLC | 75 | $5.27K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 75 | $5.27K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 75 | $5.28K | 0.00% | +75 | New |
| Cape Investment Advisory, Inc. | 76 | $5.34K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 76 | $5.34K | 0.00% | +9+13.4% | Added |
| BOK Financial Private Wealth, Inc. | 78 | $5.48K | 0.00% | +78 | New |
| Activest Wealth Management | 79 | $5.55K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 80 | $5.62K | 0.00% | +80 | New |
| Delta Asset Management LLC | 83 | $5.83K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 85 | $5.96K | 0.00% | +11+14.9% | Added |
| Clear Point Advisors Inc. | 89 | $6.25K | 0.01% | +89 | New |
| TFC Financial Management | 89 | $6.27K | 0.00% | −112−55.7% | Reduced |
| New Millennium Group LLC | 96 | $6.77K | 0.01% | +1+1.1% | Added |
| DHJJ Financial Advisors, Ltd. | 98 | $6.88K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 100 | $7.02K | 0.01% | +100 | New |
| PFS Partners, LLC | 102 | $7.16K | 0.00% | +2+2.0% | Added |
| IAG Wealth Partners, LLC | 112 | $7.87K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 112 | $7.87K | 0.01% | +112 | New |
| Psagot Value Holdings Ltd. / (Israel) | 113 | $8.00K | 0.00% | +4+3.7% | Added |
| St. Johns Investment Management Company, LLC | 121 | $8.50K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 128 | $8.98K | 0.00% | +128 | New |
| Wetzel Investment Advisors, Inc. | 135 | $9.00K | 0.01% | +135 | New |
| Grove Bank & Trust | 132 | $9.27K | 0.00% | −445−77.1% | Reduced |
| Syntax Research, Inc. | 140 | $9.83K | 0.01% | +140 | New |
| Clean Yield Group | 155 | $10.9K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 155 | $10.9K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 156 | $10.9K | 0.00% | −29−15.7% | Reduced |
| Loomis Sayles & Co L P | 155 | $11.0K | 0.00% | −402−72.2% | Reduced |
| West Oak Capital, LLC | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 159 | $11.2K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 166 | $11.7K | 0.01% | +166 | New |
| Ibex Wealth Advisors | 171 | $12.0K | 2.60% | −172,755−99.9% | Reduced |
| Macroview Investment Management LLC | 177 | $12.4K | 0.01% | +2+1.1% | Added |
| Pacific Center for Financial Services | 183 | $12.9K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 193 | $13.6K | 0.00% | +193 | New |
| Raffa Wealth Management, LLC | 196 | $13.8K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 197 | $13.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 205 | $14.0K | 0.00% | −4−1.9% | Reduced |
| Tyler-Stone Wealth Management | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 205 | $14.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 214 | $15.2K | 0.01% | +2+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 219 | $15.4K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 219 | $15.4K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 230 | $16.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 230 | $16.2K | 0.01% | +230 | New |
| Criterion Capital Advisors, LLC | 240 | $16.9K | 0.01% | +240 | New |
| JJJ Advisors Inc. | 241 | $16.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 246 | $17.3K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 250 | $17.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $17.6K | 0.01% | +250 | New |
| Lowe Wealth Advisors, LLC | 251 | $17.6K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 274 | $19.2K | 0.00% | +274 | New |
| Zions Bancorporation, N.A. | 283 | $19.9K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 297 | $20.9K | 0.01% | +297 | New |
| Sofos Investments, Inc. | 300 | $21.1K | 0.01% | −2,400−88.9% | Reduced |
| ZRC Wealth Management, LLC | 333 | $21.1K | 0.01% | +333 | New |
| CGC Financial Services, LLC | 304 | $21.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 305 | $21.4K | 0.02% | +305 | New |
| Resurgent Financial Advisors LLC | 334 | $23.5K | 0.01% | −1,012−75.2% | Reduced |
| West Tower Group, LLC | 341 | $23.9K | 0.05% | +211+162.3% | Added |
| Beacon Capital Management, LLC | 408 | $25.9K | 0.01% | +194+90.7% | Added |
| WFA Asset Management Corp | 372 | $26.1K | 0.01% | +5+1.4% | Added |
| Peoples Bank | 390 | $27.4K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 400 | $27.5K | 0.03% | 00.0% | Unchanged |