| Capstone Investment Advisors, LLC | 1 | $0 | 0.00% | −8,086−100.0% | Reduced |
| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $260 | 0.00% | – | – |
| Covington Capital Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.00K | 0.00% | −2−33.3% | Reduced |
| Stonebridge Capital Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 5 | $1.00K | 0.00% | +5 | New |
| Addison Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Glen Eagle Advisors, LLC | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $2.00K | 0.00% | −2−25.0% | Reduced |
| Crescent Capital Consulting, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 9 | $2.00K | 0.00% | +9 | New |
| Sierra Capital LLC | 6 | $2.00K | 0.00% | +6 | New |
| Andrew Hill Investment Advisors, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Longfellow Investment Management Co LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Schubert & Co | 13 | $3.00K | 0.00% | +13 | New |
| Rise Advisors, LLC | 15 | $3.93K | 0.00% | +15 | New |
| FourThought Financial, LLC | 17 | $4.00K | 0.00% | −57−77.0% | Reduced |
| Lee Financial Co | 17 | $4.00K | 0.00% | −1−5.6% | Reduced |
| Compagnie Lombard Odier SCmA | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $4.00K | 0.00% | +17 | New |
| Paragon Capital Management Ltd | 17 | $4.00K | 0.00% | +17 | New |
| Private Capital Group, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $5.99K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 27 | $7.00K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 28 | $7.00K | 0.00% | +28 | New |
| Vectors Research Management, LLC | 26 | $7.00K | 0.00% | +26 | New |
| Ulland Investment Advisors, LLC | 25 | $7.00K | 0.00% | +25 | New |
| Eagle Bay Advisors LLC | 29 | $8.00K | 0.01% | −29−50.0% | Reduced |
| City Holding Co | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 35 | $9.00K | 0.00% | +35 | New |
| CoreCap Advisors, LLC | 35 | $9.00K | 0.00% | +35 | New |
| Brown Brothers Harriman & Co | 40 | $10.0K | 0.00% | −114−74.0% | Reduced |
| KRS Capital Management, LLC | 40 | $10.0K | 0.01% | +40 | New |
| Sutton Wealth Advisors Inc. | 42 | $10.9K | 0.00% | +2+5.0% | Added |
| Carroll Financial Associates, Inc. | 52 | $13.0K | 0.00% | −1−1.9% | Reduced |
| MV Capital Management, Inc. | 49 | $13.0K | 0.00% | +6+14.0% | Added |
| Key Financial Inc | 55 | $14.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 53 | $14.0K | 0.00% | +7+15.2% | Added |
| Tarbox Family Office, Inc. | 59 | $15.0K | 0.00% | +5+9.3% | Added |
| TCI Wealth Advisors, Inc. | 62 | $16.0K | 0.00% | −1−1.6% | Reduced |
| Earnest Partners LLC | 61 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 72 | $19.0K | 0.02% | +72 | New |
| Country Trust Bank | 75 | $20.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 75 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 81 | $21.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 80 | $21.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 89 | $23.0K | 0.01% | +89 | New |
| Bell Investment Advisors, Inc | 91 | $24.0K | 0.01% | +2+2.2% | Added |
| FSB Premier Wealth Management, Inc. | 95 | $24.0K | 0.01% | +95 | New |
| Newbridge Financial Services Group, Inc. | 94 | $25.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 97 | $25.0K | 0.00% | +12+14.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 105 | $25.0K | 0.02% | +105 | New |
| Harbour Investments, Inc. | 100 | $26.0K | 0.00% | −50−33.3% | Reduced |
| FinTrust Capital Advisors, LLC | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 101 | $26.0K | 0.00% | +101 | New |
| Stephens Consulting, LLC | 100 | $26.0K | 0.02% | +100 | New |
| Whittier Trust Co of Nevada Inc | 102 | $27.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 109 | $28.0K | 0.01% | −5−4.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 116 | $30.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 120 | $31.0K | 0.01% | +120 | New |
| Norway Savings Bank | 125 | $33.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 125 | $33.0K | 0.00% | +125 | New |
| Endurance Wealth Management, Inc. | 140 | $36.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 141 | $37.0K | 0.01% | +4+2.9% | Added |
| Capital Advisors, Ltd. LLC | 149 | $39.0K | 0.01% | +149 | New |
| BDO Wealth Advisors, LLC | 159 | $41.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 159 | $41.0K | 0.06% | +159 | New |
| Dark Forest Capital Management LP | 161 | $42.0K | 0.02% | −123−43.3% | Reduced |
| Alpha Paradigm Partners, LLC | 162 | $42.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 160 | $42.0K | 0.00% | +160 | New |
| First Quadrant L P | 178 | $46.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 183 | $48.0K | 0.00% | −8−4.2% | Reduced |
| Spire Wealth Management | 198 | $52.0K | 0.00% | −12−5.7% | Reduced |
| Twin Lakes Capital Management, LLC | 200 | $52.0K | 0.03% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 200 | $52.0K | 0.05% | +200 | New |
| AdvisorNet Financial, Inc | 203 | $53.0K | 0.00% | +11+5.7% | Added |
| Kings Point Capital Management | 206 | $54.0K | 0.00% | −174−45.8% | Reduced |
| Lenox Wealth Advisors, LLC | 215 | $56.0K | 0.01% | +8+3.9% | Added |
| Westside Investment Management, Inc. | 219 | $57.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 226 | $59.0K | 0.01% | +226 | New |
| JJJ Advisors Inc. | 229 | $60.0K | 0.02% | +35+18.0% | Added |
| Tradition Wealth Management, LLC | 250 | $65.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 253 | $66.0K | 0.00% | −44−14.8% | Reduced |
| Sargent Bickham Lagudis LLC | 257 | $67.0K | 0.01% | −43−14.3% | Reduced |
| Smithfield Trust Co | 270 | $70.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 270 | $70.3K | 0.04% | +270 | New |
| Confluence Wealth Services, Inc. | 275 | $71.0K | 0.02% | +275 | New |
| Lindbrook Capital, LLC | 281 | $73.0K | 0.01% | −653−69.9% | Reduced |