| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1 | $225 | 0.00% | −1−50.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 2 | $338 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $450 | 0.00% | −2−50.0% | Reduced |
| JJJ Advisors Inc. | 2 | $450 | 0.00% | +1+100.0% | Added |
| Glass Jacobson Investment Advisors llc | 2 | $450 | 0.00% | +2 | New |
| 25 LLC | 2 | $458 | 0.00% | +2 | New |
| Bokf, NA | 3 | $675 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $675 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3 | $675 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $900 | 0.00% | −2,764−99.9% | Reduced |
| Front Row Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Archer Investment Corp | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $1.13K | 0.00% | +5 | New |
| Financial Perspectives, Inc | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 8 | $1.80K | 0.00% | +8 | New |
| BerganKDV Wealth Management, LLC | 8 | $1.80K | 0.00% | −4−33.3% | Reduced |
| Geneos Wealth Management Inc. | 8 | $1.80K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $1.80K | 0.00% | +2+33.3% | Added |
| Bollard Group LLC | 10 | $2.00K | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 9 | $2.02K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $2.25K | 0.00% | +1+11.1% | Added |
| SJS Investment Consulting Inc. | 10 | $2.25K | 0.00% | +2+25.0% | Added |
| Sofos Investments, Inc. | 225 | $2.39K | 0.01% | +34+17.8% | Added |
| Washington Trust Advisors, Inc. | 11 | $2.44K | 0.00% | +11 | New |
| Beacon Capital Management, LLC | 12 | $2.70K | 0.00% | +12 | New |
| Ronald Blue Trust, Inc. | 17 | $3.00K | 0.00% | −163−90.6% | Reduced |
| Crewe Advisors LLC | 14 | $3.15K | 0.00% | −177−92.7% | Reduced |
| Abound Wealth Management | 16 | $3.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $3.83K | 0.00% | +17 | New |
| Tyler-Stone Wealth Management | 17 | $4.00K | 0.00% | +17 | New |
| Eagle Bay Advisors LLC | 18 | $4.05K | 0.00% | −6−25.0% | Reduced |
| Annapolis Financial Services, LLC | 18 | $4.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $4.05K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19 | $4.28K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 20 | $4.50K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 21 | $4.72K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 28 | $6.14K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $6.30K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 30 | $6.75K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 30 | $6.75K | 0.00% | +30 | New |
| First Command Financial Services, Inc. | 30 | $6.75K | 0.00% | +30 | New |
| Financial Management Professionals, Inc. | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $7.65K | 0.00% | +14+70.0% | Added |
| CVA Family Office, LLC | 35 | $7.87K | 0.00% | +20+133.3% | Added |
| Foster Dykema Cabot & Co Inc | 37 | $8.00K | 0.00% | +37 | New |
| Tucker Asset Management LLC | 37 | $8.32K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $8.32K | 0.00% | +2+5.7% | Added |
| Cambridge Trust Co | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $9.22K | 0.00% | +5+13.9% | Added |
| Rosenberg Matthew Hamilton | 47 | $10.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $11.2K | 0.00% | −583−92.1% | Reduced |
| Harbor Investment Advisory, LLC | 52 | $11.7K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $12.1K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 57 | $12.9K | 0.00% | +57 | New |
| DT Investment Partners, LLC | 58 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 63 | $14.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $14.6K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 65 | $14.6K | 0.01% | +65 | New |
| Delta Asset Management LLC | 68 | $15.3K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 70 | $15.7K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 71 | $16.0K | 0.01% | +25+54.3% | Added |
| Baldwin Brothers Inc | 73 | $16.4K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 75 | $16.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 75 | $16.9K | 0.00% | +59+368.8% | Added |
| Earnest Partners LLC | 78 | $17.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 80 | $18.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 92 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 94 | $21.1K | 0.00% | +44+88.0% | Added |
| Newbridge Financial Services Group, Inc. | 97 | $21.7K | 0.01% | +1+1.0% | Added |
| State of Wyoming | 98 | $22.0K | 0.01% | +19+24.1% | Added |
| Sound Income Strategies, LLC | 105 | $23.6K | 0.00% | +105 | New |
| Spire Wealth Management | 107 | $24.1K | 0.00% | +7+7.0% | Added |
| Clearview Wealth Advisors LLC | 108 | $24.3K | 0.02% | +1+0.9% | Added |
| Harbor Capital Advisors, Inc. | 114 | $25.6K | 0.01% | +114 | New |
| Clear Street Markets LLC | 129 | $29.0K | 0.01% | −65−33.5% | Reduced |
| HighMark Wealth Management LLC | 134 | $30.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 137 | $30.8K | 0.00% | +7+5.4% | Added |
| Fiduciary Alliance LLC | 140 | $31.5K | 0.01% | +140 | New |
| West Tower Group, LLC | 144 | $32.4K | 0.02% | +144 | New |
| AlphaMark Advisors, LLC | 150 | $34.0K | 0.02% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 158 | $35.5K | 0.01% | +158 | New |
| Covestor Ltd | 167 | $38.0K | 0.03% | −30−15.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 197 | $44.3K | 0.00% | +197 | New |
| Pinnacle Financial Partners Inc | 200 | $45.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 210 | $47.2K | 0.01% | +11+5.5% | Added |
| Harbour Investments, Inc. | 211 | $47.5K | 0.00% | −98−31.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 229 | $51.5K | 0.00% | +145+172.6% | Added |
| Larson Financial Group LLC | 253 | $57.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 255 | $57.5K | 0.01% | +84+49.1% | Added |
| Farther Finance Advisors, LLC | 277 | $62.4K | 0.01% | +102+58.3% | Added |
| Baker Avenue Asset Management, LP | 301 | $67.7K | 0.00% | +1+0.3% | Added |
| Asset Dedication, LLC | 313 | $71.0K | 0.01% | −8−2.5% | Reduced |
| Mirova | 327 | $73.6K | 0.01% | −553−62.8% | Reduced |
| ORG Partners LLC | 336 | $73.6K | 0.01% | +336 | New |
| Bartlett & Co. Wealth Management LLC | 367 | $82.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 367 | $83.0K | 0.00% | 00.0% | Unchanged |