| Lazard Asset Management LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Addison Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Absolute Capital Management, LLC | 1 | $344 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $675 | 0.00% | −17−89.5% | Reduced |
| Bartlett & Co. LLC | 2 | $1.00K | 0.00% | −17−89.5% | Reduced |
| Versant Capital Management, Inc | 2 | $1.00K | 0.00% | −5−71.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 3 | $1.00K | 0.00% | −2−40.0% | Reduced |
| Disciplined Investments, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 4 | $1.39K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7 | $2.00K | 0.00% | −93−93.0% | Reduced |
| Financial Management Professionals, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $2.00K | 0.00% | −1−12.5% | Reduced |
| Aua Capital Management, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Center for Financial Planning, Inc. | 6 | $2.00K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $3.00K | 0.00% | +7+350.0% | Added |
| Capital Analysts, LLC | 9 | $3.00K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 12 | $4.00K | 0.00% | −6−33.3% | Reduced |
| Tortoise Investment Management, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 11 | $4.00K | 0.00% | +9+450.0% | Added |
| Sandy Spring Bank | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 14 | $5.00K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 16 | $5.00K | 0.00% | +5+45.5% | Added |
| Tucker Asset Management LLC | 13 | $5.17K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 19 | $6.00K | 0.00% | −1,489−98.7% | Reduced |
| Money Concepts Capital Corp | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $6.00K | 0.00% | +17 | New |
| Trustcore Financial Services, LLC | 19 | $6.00K | 0.00% | +19 | New |
| Federated Hermes, Inc. | 20 | $7.00K | 0.00% | −2−9.1% | Reduced |
| JJJ Advisors Inc. | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 21 | $7.00K | 0.00% | +12+133.3% | Added |
| AdvisorShares Investments LLC | 24 | $8.00K | 0.00% | −6−20.0% | Reduced |
| Valley National Advisers Inc | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 25 | $8.00K | 0.00% | +1+4.2% | Added |
| Plante Moran Financial Advisors, LLC | 24 | $8.00K | 0.00% | +24 | New |
| Householder Group Estate & Retirement Specialist, LLC | 27 | $9.00K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 29 | $10.0K | 0.00% | −21−42.0% | Reduced |
| Umb Bank N A | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 30 | $10.1K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 34 | $11.0K | 0.00% | +34 | New |
| Peoples Financial Services Corp. | 37 | $12.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 35 | $12.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 36 | $12.0K | 0.00% | +6+20.0% | Added |
| Private Trust Co NA | 40 | $13.0K | 0.00% | +13+48.1% | Added |
| BDO Wealth Advisors, LLC | 40 | $13.0K | 0.00% | +40 | New |
| Abound Wealth Management | 40 | $13.6K | 0.01% | +40 | New |
| Massmutual Trust Co FSB | 41 | $14.0K | 0.00% | +16+64.0% | Added |
| Parkside Financial Bank & Trust | 50 | $17.0K | 0.01% | −11−18.0% | Reduced |
| SRS Capital Advisors, Inc. | 50 | $17.0K | 0.00% | −5−9.1% | Reduced |
| Trust Co of Vermont | 52 | $17.0K | 0.00% | +10+23.8% | Added |
| C M Bidwell & Associates Ltd | 53 | $18.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 50 | $20.0K | 0.01% | +50 | New |
| Harbour Investments, Inc. | 54 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 58 | $20.0K | 0.00% | +52+866.7% | Added |
| Quent Capital, LLC | 62 | $21.0K | 0.00% | −6−8.8% | Reduced |
| Benjamin Edwards Inc | 62 | $21.0K | 0.01% | +11+21.6% | Added |
| Cedar Mountain Advisors, LLC | 68 | $23.0K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 68 | $23.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 75 | $25.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 73 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 82 | $27.0K | 0.00% | −131−61.5% | Reduced |
| WD Rutherford LLC | 79 | $27.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 85 | $29.0K | 0.00% | −21−19.8% | Reduced |
| Lindbrook Capital, LLC | 87 | $29.0K | 0.00% | +5+6.1% | Added |
| Newbridge Financial Services Group, Inc. | 100 | $34.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 105 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 109 | $37.0K | 0.00% | −6−5.2% | Reduced |
| Atlas Capital Advisors LLC | 115 | $38.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 132 | $44.0K | 0.00% | −64−32.7% | Reduced |
| AdvisorNet Financial, Inc | 129 | $44.0K | 0.00% | +13+11.2% | Added |
| FourThought Financial, LLC | 140 | $47.0K | 0.01% | +49+53.8% | Added |
| MUFG Americas Holdings Corp | 144 | $49.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 144 | $49.0K | 0.02% | +144 | New |
| Newfound Research LLC | 151 | $51.0K | 0.12% | −54−26.3% | Reduced |
| Parallel Advisors, LLC | 155 | $52.0K | 0.00% | +7+4.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 158 | $53.0K | 0.00% | −21−11.7% | Reduced |
| Capital Directions Investment Advisors, LLC | 0 | $53.0K | 0.02% | −157−100.0% | Reduced |
| NuWave Investment Management, LLC | 161 | $54.0K | 0.06% | +161 | New |
| Wolff Wiese Magana LLC | 162 | $55.0K | 0.04% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 173 | $58.0K | 0.00% | +173 | New |
| Community Bank, N.A. | 187 | $63.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 190 | $64.0K | 0.01% | +10+5.6% | Added |
| JFS Wealth Advisors, LLC | 196 | $66.0K | 0.01% | +9+4.8% | Added |
