| GW&K Investment Management, LLC | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | −742−100.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $290 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $290 | 0.00% | +1 | New |
| Legacy Investment Solutions, LLC | 2 | $723 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 2 | $723 | 0.00% | +2 | New |
| Horizon Financial Services, LLC | 3 | $869 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $869 | 0.00% | +3 | New |
| ORG Partners LLC | 3 | $950 | 0.00% | −2−40.0% | Reduced |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $1.16K | 0.00% | −8−66.7% | Reduced |
| Carolinas Wealth Consulting LLC | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7 | $2.02K | 0.00% | −17−70.8% | Reduced |
| Frazier Financial Advisors, LLC | 7 | $2.03K | 0.00% | −6−46.2% | Reduced |
| Aspect Partners, LLC | 7 | $2.03K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 7 | $2.03K | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8 | $2.35K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $2.61K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $2.61K | 0.00% | +1+12.5% | Added |
| Albion Financial Group | 10 | $2.90K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 11 | $3.19K | 0.00% | +11 | New |
| Ruedi Wealth Management, Inc. | 12 | $3.48K | 0.00% | −11−47.8% | Reduced |
| Trust Co of Vermont | 12 | $3.48K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $3.48K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 12 | $3.61K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 13 | $3.77K | 0.00% | +13 | New |
| Kozak & Associates, Inc. | 13 | $3.95K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 13 | $4.00K | 0.00% | +13 | New |
| First Pacific Financial | 14 | $4.06K | 0.00% | +2+16.7% | Added |
| SJS Investment Consulting Inc. | 14 | $4.06K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $4.35K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $4.35K | 0.00% | +15 | New |
| Gilliland Jeter Wealth Management LLC | 16 | $4.63K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $4.92K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 17 | $4.92K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 17 | $4.92K | 0.00% | +7+70.0% | Added |
| True Wealth Design, LLC | 17 | $4.93K | 0.00% | −2,964−99.4% | Reduced |
| Crewe Advisors LLC | 18 | $5.21K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 18 | $5.21K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $5.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $5.79K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 24 | $6.27K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 22 | $6.37K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 22 | $6.37K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 23 | $6.66K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 23 | $6.66K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 25 | $7.00K | 0.00% | +9+56.3% | Added |
| Blume Capital Management, Inc. | 25 | $7.24K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 30 | $8.69K | 0.00% | −30−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 31 | $8.98K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 26 | $9.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 29 | $9.67K | 0.00% | −9−23.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 38 | $11.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 39 | $11.3K | 0.00% | −7−15.2% | Reduced |
| M&R Capital Management Inc | 42 | $12.1K | 0.00% | +9+27.3% | Added |
| Ashton Thomas Securities, LLC | 42 | $12.2K | 0.00% | +42 | New |
| Umb Bank N A | 44 | $12.7K | 0.00% | +10+29.4% | Added |
| JFS Wealth Advisors, LLC | 44 | $12.7K | 0.00% | +1+2.3% | Added |
| Quarry LP | 46 | $13.3K | 0.00% | −116−71.6% | Reduced |
| Indiana Trust & Investment Management CO | 47 | $13.6K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 47 | $13.6K | 0.00% | +47 | New |
| Matrix Trust Co | 50 | $14.0K | 0.00% | +50 | New |
| Plante Moran Financial Advisors, LLC | 49 | $14.2K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 50 | $14.5K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 52 | $15.1K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 56 | $16.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 57 | $16.5K | 0.00% | −1−1.7% | Reduced |
| Itau Unibanco Holding S.A. | 1,651 | $17.7K | 0.00% | +622+60.4% | Added |
| DiNuzzo Private Wealth, Inc. | 62 | $18.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 64 | $18.5K | 0.02% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 64 | $18.6K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 65 | $18.8K | 0.01% | +30+85.7% | Added |
| Salem Investment Counselors Inc | 66 | $19.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 67 | $19.4K | 0.00% | +27+67.5% | Added |
| Colonial Trust Co | 70 | $20.2K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 70 | $20.2K | 0.01% | +6+9.4% | Added |
| Washington Trust Co | 72 | $20.7K | 0.00% | +2+2.9% | Added |
| DecisionPoint Financial, LLC | 74 | $21.4K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 74 | $21.4K | 0.00% | +74 | New |
| Fortitude Family Office, LLC | 75 | $21.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 75 | $21.7K | 0.00% | +75 | New |
| Picton Mahoney Asset Management | 77 | $22.0K | 0.00% | +44+133.3% | Added |
| Deseret Mutual Benefit Administrators | 77 | $22.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 78 | $22.6K | 0.01% | −1−1.3% | Reduced |
| Chilton Capital Management LLC | 79 | $22.9K | 0.00% | +79 | New |
| Pacific Center for Financial Services | 80 | $23.2K | 0.01% | 00.0% | Unchanged |