| Addison Advisors LLC | 2 | $0 | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $243 | 0.00% | – | – |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | +3 | New |
| Archer Investment Corp | 5 | $1.22K | 0.00% | +5 | New |
| Financial Perspectives, Inc | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 9 | $2.00K | 0.00% | −34−79.1% | Reduced |
| Evoke Wealth, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 8 | $2.00K | 0.00% | +8 | New |
| Manchester Capital Management LLC | 7 | $2.00K | 0.00% | +7 | New |
| Schubert & Co | 10 | $2.00K | 0.00% | +10 | New |
| Covestor Ltd | 8 | $2.00K | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 9 | $2.19K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $2.43K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Annapolis Financial Services, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 16 | $4.00K | 0.00% | +16 | New |
| EverSource Wealth Advisors, LLC | 16 | $4.00K | 0.00% | +16 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 17 | $4.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $4.38K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 19 | $5.00K | 0.00% | −19−50.0% | Reduced |
| Bedel Financial Consulting, Inc. | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $5.00K | 0.00% | +1+5.0% | Added |
| Solstein Capital, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $5.00K | 0.00% | +5+31.3% | Added |
| Vectors Research Management, LLC | 21 | $5.00K | 0.00% | +21 | New |
| Geneos Wealth Management Inc. | 27 | $6.00K | 0.00% | +6+28.6% | Added |
| Amplius Wealth Advisors, LLC | 28 | $6.00K | 0.00% | +28 | New |
| Global Financial Private Client, LLC | 28 | $6.82K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 30 | $7.00K | 0.00% | +30 | New |
| CVA Family Office, LLC | 30 | $7.00K | 0.00% | +30 | New |
| Sageworth Trust Co of South Dakota | 30 | $7.00K | 0.01% | +30 | New |
| MV Capital Management, Inc. | 34 | $8.00K | 0.00% | +5+17.2% | Added |
| Zions Bancorporation, N.A. | 34 | $8.00K | 0.00% | +9+36.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 34 | $8.00K | 0.00% | +34 | New |
| Snowden Capital Advisors LLC | 41 | $9.00K | 0.00% | −2,107−98.1% | Reduced |
| BerganKDV Wealth Management, LLC | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 41 | $9.98K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 43 | $10.0K | 0.01% | +43 | New |
| Logan Capital Management Inc | 45 | $11.0K | 0.00% | +45 | New |
| Ellevest, Inc. | 48 | $12.0K | 0.00% | −259−84.4% | Reduced |
| Harbor Investment Advisory, LLC | 52 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $13.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 54 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 54 | $13.0K | 0.00% | +21+63.6% | Added |
| Bell Investment Advisors, Inc | 55 | $13.0K | 0.00% | +21+61.8% | Added |
| Vigilant Capital Management, LLC | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 59 | $14.0K | 0.00% | +59 | New |
| Dark Forest Capital Management LP | 64 | $16.0K | 0.01% | −21−24.7% | Reduced |
| Crewe Advisors LLC | 66 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $17.0K | 0.01% | +70 | New |
| James Reed Financial Services, Inc. | 70 | $17.0K | 0.02% | +70 | New |
| Cribstone Capital Management, LLC | 74 | $18.0K | 0.01% | −400−84.4% | Reduced |
| Holloway Wealth Management, LLC | – | $18.0K | 0.01% | – | – |
| Baldwin Brothers Inc | 76 | $18.0K | 0.00% | +8+11.8% | Added |
| Jones Financial Companies LLLP | 73 | $18.0K | 0.00% | +20+37.7% | Added |
| Earnest Partners LLC | 78 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 79 | $19.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 78 | $19.0K | 0.01% | +1+1.3% | Added |
| Parkside Financial Bank & Trust | 82 | $20.0K | 0.00% | +1+1.2% | Added |
| Sierra Capital LLC | 88 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rinkey Investments | 91 | $21.0K | 0.02% | +91 | New |
| Lenox Wealth Advisors, LLC | 90 | $22.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 94 | $23.0K | 0.00% | −44,860−99.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 95 | $23.0K | 0.01% | +12+14.5% | Added |
| Salem Investment Counselors Inc | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 106 | $26.0K | 0.02% | 00.0% | Unchanged |
| MD Financial Management Inc. | 105 | $26.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 114 | $28.0K | 0.00% | −158−58.1% | Reduced |
| Brown Brothers Harriman & Co | 115 | $28.0K | 0.00% | −86−42.8% | Reduced |
| FourThought Financial, LLC | 122 | $30.0K | 0.00% | −50−29.1% | Reduced |
| Delta Asset Management LLC | 125 | $30.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 132 | $32.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 140 | $34.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 152 | $37.0K | 0.01% | −121−44.3% | Reduced |
| AlphaMark Advisors, LLC | 150 | $37.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 166 | $40.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 200 | $48.0K | 0.02% | +6+3.1% | Added |
| Kings Point Capital Management | 200 | $49.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 200 | $49.0K | 0.02% | +200 | New |
| Castleview Partners, LLC | 12,413 | $51.0K | 0.00% | +12,413 | New |
| Brewin Dolphin Wealth Management Ltd | 215 | $52.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 286 | $58.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 239 | $59.0K | 0.03% | +239 | New |
| Farmers & Merchants Investments Inc | 253 | $62.0K | 0.00% | +5+2.0% | Added |
| Larson Financial Group LLC | 253 | $62.0K | 0.01% | +33+15.0% | Added |
| RWM Asset Management, LLC | 263 | $64.0K | 0.01% | +263 | New |
| Harbour Investments, Inc. | 296 | $72.0K | 0.00% | −76−20.4% | Reduced |