| Harel Insurance Investments & Financial Services Ltd. | 1 | $0 | 0.00% | −694−99.9% | Reduced |
| Sandy Spring Bank | 3 | $191 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $191 | 0.00% | +3 | New |
| Authentikos Wealth Advisory, LLC | 4 | $254 | 0.00% | +4 | New |
| Stephens Consulting, LLC | 4 | $270 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $357 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 7 | $446 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8 | $508 | 0.00% | −36−81.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $509 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $509 | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 10 | $635 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 11 | $699 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11 | $699 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 11 | $700 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $764 | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 13 | $827 | 0.00% | +13 | New |
| Tortoise Investment Management, LLC | 13 | $827 | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 15 | $954 | 0.00% | +15 | New |
| Atticus Wealth Management, LLC | 15 | $966 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 19 | $1.21K | 0.00% | −2−9.5% | Reduced |
| Tucker Asset Management LLC | 19 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $1.27K | 0.00% | +1+5.3% | Added |
| Macroview Investment Management LLC | 21 | $1.34K | 0.00% | −165−88.7% | Reduced |
| Raleigh Capital Management Inc. | 24 | $1.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 24 | $1.53K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $1.57K | 0.00% | +1+4.2% | Added |
| Laffer Tengler Investments | 29 | $1.84K | 0.00% | −5,620−99.5% | Reduced |
| Anchor Investment Management, LLC | 30 | $1.91K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 36 | $2.00K | 0.00% | +36 | New |
| Larson Financial Group LLC | 33 | $2.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $2.16K | 0.00% | −1−2.9% | Reduced |
| Sutton Wealth Advisors Inc. | 35 | $2.23K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 36 | $2.29K | 0.00% | −27−42.9% | Reduced |
| Cape Investment Advisory, Inc. | 37 | $2.37K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $2.54K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 44 | $2.80K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 46 | $2.92K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 47 | $2.99K | 0.00% | +47 | New |
| Valley National Advisers Inc | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Tompkins Financial Corp | 50 | $3.18K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 64 | $4.07K | 0.00% | +64 | New |
| SOA Wealth Advisors, LLC. | 69 | $4.39K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 69 | $4.39K | 0.00% | −3−4.2% | Reduced |
| LGT Financial Advisors LLC | 71 | $4.51K | 0.01% | +71 | New |
| Creative Financial Designs Inc | 78 | $4.98K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 84 | $5.34K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 86 | $5.47K | 0.00% | +86 | New |
| Raffa Wealth Management, LLC | 87 | $5.53K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 99 | $6.29K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $6.36K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $6.36K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $6.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 105 | $6.68K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 106 | $6.74K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 111 | $7.05K | 0.00% | −47−29.7% | Reduced |
| Hexagon Capital Partners LLC | 118 | $7.50K | 0.00% | −8−6.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 122 | $7.76K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $7.95K | 0.00% | +32+34.4% | Added |
| Bartlett & Co. LLC | 122 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 129 | $8.00K | 0.00% | +129 | New |
| JFS Wealth Advisors, LLC | 137 | $8.71K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 141 | $8.97K | 0.00% | −29−17.1% | Reduced |
| Coston, McIsaac & Partners | 156 | $9.00K | 0.00% | +1+0.6% | Added |
| Benjamin Edwards Inc | 138 | $9.00K | 0.00% | +124+885.7% | Added |
| Orion Capital Management LLC | 149 | $9.47K | 0.01% | +149 | New |
| GPS Wealth Strategies Group, LLC | 151 | $9.60K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 152 | $9.67K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 153 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 160 | $10.2K | 0.00% | +154+2,566.7% | Added |
| First Horizon Advisors, Inc. | 164 | $10.4K | 0.00% | +55+50.5% | Added |
| Loomis Sayles & Co L P | 177 | $11.0K | 0.00% | +83+88.3% | Added |
| Rosenberg Matthew Hamilton | 179 | $11.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 199 | $12.7K | 0.00% | −9−4.3% | Reduced |
| Column Capital Advisors, LLC | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 201 | $12.8K | 0.01% | +201 | New |
| EverSource Wealth Advisors, LLC | 204 | $13.0K | 0.00% | +55+36.9% | Added |
| Pin Oak Investment Advisors Inc | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 213 | $13.5K | 0.00% | +7+3.4% | Added |
| Covestor Ltd | 215 | $14.0K | 0.01% | +205+2,050.0% | Added |
| Allworth Financial LP | 223 | $14.2K | 0.00% | +40+21.9% | Added |
| Newbridge Financial Services Group, Inc. | 227 | $14.4K | 0.01% | +56+32.7% | Added |
| Core Alternative Capital | 228 | $14.5K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 233 | $14.8K | 0.00% | +2+0.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 242 | $15.4K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 256 | $16.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 258 | $16.4K | 0.00% | +29+12.7% | Added |
| Caldwell Sutter Capital, Inc. | 273 | $17.4K | 0.01% | −54−16.5% | Reduced |
| Sunbelt Securities, Inc. | 291 | $18.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 298 | $18.9K | 0.00% | +23+8.4% | Added |
| Harvest Fund Management Co., Ltd | 319 | $20.0K | 0.00% | −3,628−91.9% | Reduced |
| DT Investment Partners, LLC | 341 | $21.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 342 | $21.7K | 0.00% | −529−60.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 350 | $22.3K | 0.00% | −300−46.2% | Reduced |
| JJJ Advisors Inc. | 353 | $22.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 358 | $22.8K | 0.00% | +358 | New |