| GW&K Investment Management, LLC | 8 | $0 | 0.00% | +8 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Baystate Wealth Management LLC | 2 | $122 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 2 | $122 | 0.00% | −36−94.7% | Reduced |
| WestEnd Advisors, LLC | 3 | $184 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 3 | $184 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4 | $261 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $344 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 7 | $361 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $490 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $490 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $490 | 0.00% | +8 | New |
| West Paces Advisors Inc. | 9 | $551 | 0.00% | +9 | New |
| Rakuten Securities, Inc. | 9 | $551 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 10 | $596 | 0.00% | +10 | New |
| Timber Creek Capital Management LLC | 10 | $612 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11 | $673 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 11 | $674 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $735 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $919 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 15 | $936 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 17 | $1.04K | 0.00% | −3−15.0% | Reduced |
| Abound Wealth Management | 17 | $1.05K | 0.00% | −7−29.2% | Reduced |
| Colonial Trust Advisors | 19 | $1.16K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 19 | $1.16K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 20 | $1.22K | 0.00% | +20 | New |
| Johnson Financial Group, Inc. | 21 | $1.29K | 0.00% | +21 | New |
| Frazier Financial Advisors, LLC | 22 | $1.35K | 0.00% | +22 | New |
| Rise Advisors, LLC | 25 | $1.52K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 25 | $1.53K | 0.00% | +25 | New |
| Laffer Tengler Investments | 29 | $1.77K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $1.78K | 0.00% | +29 | New |
| Anchor Investment Management, LLC | 30 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 41 | $2.00K | 0.00% | −1,674−97.6% | Reduced |
| Financial Management Professionals, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 39 | $2.00K | 0.00% | +3+8.3% | Added |
| SJS Investment Consulting Inc. | 33 | $2.02K | 0.00% | −1−2.9% | Reduced |
| Larson Financial Group LLC | 33 | $2.02K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 36 | $2.20K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 38 | $2.30K | 0.00% | +1+2.7% | Added |
| Private Wealth Management Group, LLC | 38 | $2.33K | 0.00% | +38 | New |
| Red Tortoise LLC | 40 | $2.45K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 40 | $2.45K | 0.01% | +40 | New |
| Umb Bank N A | 41 | $2.51K | 0.00% | −58−58.6% | Reduced |
| AdvisorNet Financial, Inc | 43 | $2.63K | 0.00% | +43 | New |
| Thompson Investment Management, Inc. | 46 | $2.80K | 0.00% | −1,250−96.5% | Reduced |
| Colonial Trust Co | 46 | $2.82K | 0.00% | +46 | New |
| VisionPoint Advisory Group, LLC | 47 | $2.88K | 0.00% | +47 | New |
| Householder Group Estate & Retirement Specialist, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $3.12K | 0.00% | +5+10.9% | Added |
| Assetmark, Inc | 62 | $3.79K | 0.00% | +51+463.6% | Added |
| SOA Wealth Advisors, LLC. | 69 | $4.25K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 71 | $4.35K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 72 | $4.41K | 0.00% | +72 | New |
| Creative Financial Designs Inc | 79 | $4.81K | 0.00% | +1+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 83 | $5.08K | 0.00% | +83 | New |
| MV Capital Management, Inc. | 83 | $5.08K | 0.00% | +14+20.3% | Added |
| Jamison Private Wealth Management, Inc. | 87 | $5.30K | 0.00% | +1+1.2% | Added |
| Raffa Wealth Management, LLC | 87 | $5.33K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 90 | $5.51K | 0.00% | +82+1,025.0% | Added |
| City State Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 110 | $6.00K | 0.00% | +65+144.4% | Added |
| Delta Asset Management LLC | 100 | $6.12K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $6.12K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $6.12K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 100 | $6.12K | 0.00% | +100 | New |
| Vermillion & White Wealth Management Group, LLC | 100 | $6.12K | 0.01% | +100 | New |
| ICA Group Wealth Management, LLC | 100 | $6.12K | 0.00% | +100 | New |
| Strategic Investment Solutions, Inc. | 104 | $6.36K | 0.00% | −6,385−98.4% | Reduced |
| Farmers & Merchants Investments Inc | 105 | $6.43K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 106 | $6.49K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 111 | $6.79K | 0.00% | −162−59.3% | Reduced |
| Loomis Sayles & Co L P | 120 | $7.00K | 0.00% | −57−32.2% | Reduced |
| Bartlett & Co. LLC | 122 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 117 | $7.16K | 0.00% | −1−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 122 | $7.47K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $7.65K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 128 | $8.00K | 0.00% | −191−59.9% | Reduced |
| Benjamin Edwards Inc | 138 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 145 | $8.00K | 0.00% | −11−7.1% | Reduced |
| North Star Investment Management Corp. | 131 | $8.02K | 0.00% | −10−7.1% | Reduced |
| CVA Family Office, LLC | 135 | $8.26K | 0.00% | +135 | New |
| Orion Capital Management LLC | 149 | $9.12K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 151 | $9.24K | 0.00% | +14+10.2% | Added |
| Smartleaf Asset Management LLC | 151 | $9.25K | 0.00% | +151 | New |
| Founders Capital Management | 152 | $9.30K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 158 | $9.67K | 0.00% | +158 | New |
| Quadrant Capital Group LLC | 163 | $9.97K | 0.00% | +52+46.8% | Added |
| Covestor Ltd | 172 | $10.0K | 0.01% | −43−20.0% | Reduced |
| Zions Bancorporation, N.A. | 174 | $10.7K | 0.00% | −124−41.6% | Reduced |
| CGC Financial Services, LLC | 175 | $10.7K | 0.00% | +175 | New |
| Caitlin John, LLC | 176 | $10.8K | 0.01% | +176 | New |
| IFP Advisors, Inc | 185 | $11.3K | 0.00% | −157−45.9% | Reduced |
| TD Private Client Wealth LLC | 189 | $11.6K | 0.00% | −24−11.3% | Reduced |
| Rosenberg Matthew Hamilton | 189 | $11.6K | 0.00% | +10+5.6% | Added |
| Pin Oak Investment Advisors Inc | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 200 | $12.0K | 0.01% | +200 | New |
| EverSource Wealth Advisors, LLC | 201 | $12.3K | 0.00% | −3−1.5% | Reduced |