| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $178 | 0.00% | −8−88.9% | Reduced |
| WestEnd Advisors, LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $178 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $178 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $356 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 2 | $356 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $367 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 3 | $534 | 0.00% | −6−66.7% | Reduced |
| Hexagon Capital Partners LLC | 3 | $534 | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $534 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 3 | $534 | 0.00% | +3 | New |
| Assetmark, Inc | 5 | $890 | 0.00% | +4+400.0% | Added |
| Raffa Wealth Management, LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6 | $1.16K | 0.00% | +6 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $1.25K | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 9 | $1.60K | 0.00% | −16−64.0% | Reduced |
| Global Financial Private Client, LLC | 9 | $1.60K | 0.00% | +2+28.6% | Added |
| Bokf, NA | 10 | $1.75K | 0.00% | +8+400.0% | Added |
| Private Trust Co NA | 10 | $1.78K | 0.00% | −10−50.0% | Reduced |
| Spire Wealth Management | 10 | $1.78K | 0.00% | −8−44.4% | Reduced |
| Bruce G. Allen Investments, LLC | 10 | $1.78K | 0.00% | −5−33.3% | Reduced |
| DT Investment Partners, LLC | 10 | $1.78K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $1.78K | 0.00% | +10 | New |
| Murphy & Mullick Capital Management Corp | 10 | $1.78K | 0.00% | +10 | New |
| Umb Bank N A | 11 | $1.96K | 0.00% | −15−57.7% | Reduced |
| Bell Investment Advisors, Inc | 11 | $1.96K | 0.00% | −11−50.0% | Reduced |
| West Paces Advisors Inc. | 12 | $2.14K | 0.00% | −2−14.3% | Reduced |
| Dunhill Financial, LLC | 13 | $2.23K | 0.00% | +3+30.0% | Added |
| SBI Securities Co., Ltd. | 13 | $2.31K | 0.00% | +13 | New |
| Eagle Bay Advisors LLC | 13 | $2.33K | 0.00% | +1+8.3% | Added |
| Larson Financial Group LLC | 15 | $2.67K | 0.00% | +9+150.0% | Added |
| Red Tortoise LLC | 17 | $3.03K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $3.38K | 0.00% | −38−66.7% | Reduced |
| Raleigh Capital Management Inc. | 19 | $3.38K | 0.00% | −15−44.1% | Reduced |
| Washington Trust Advisors, Inc. | 19 | $3.44K | 0.00% | +4+26.7% | Added |
| GW&K Investment Management, LLC | 24 | $4.00K | 0.00% | −10−29.4% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 24 | $4.12K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 24 | $4.27K | 0.00% | +24 | New |
| Prestige Wealth Management Group LLC | 25 | $4.45K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 25 | $4.45K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 27 | $4.81K | 0.00% | +27 | New |
| City State Bank | 29 | $5.16K | 0.00% | −7−19.4% | Reduced |
| Lindbrook Capital, LLC | 30 | $5.34K | 0.00% | −69−69.7% | Reduced |
| Zions Bancorporation, N.A. | 30 | $5.34K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | $5.37K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 31 | $5.52K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 31 | $5.52K | 0.00% | +13+72.2% | Added |
| GWM Advisors LLC | 32 | $5.71K | 0.00% | −6−15.8% | Reduced |
| Rothschild Investment LLC | 33 | $5.87K | 0.00% | −56−62.9% | Reduced |
| Whittier Trust Co | 35 | $6.23K | 0.00% | +16+84.2% | Added |
| Princeton Global Asset Management LLC | 39 | $6.94K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 40 | $7.12K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $7.59K | 0.00% | −102−70.8% | Reduced |
| Farther Finance Advisors, LLC | 50 | $8.90K | 0.00% | −48−49.0% | Reduced |
| Duncker Streett & Co Inc | 50 | $8.90K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $8.90K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 55 | $9.00K | 0.00% | −8−12.7% | Reduced |
| Skopos Labs, Inc. | 58 | $10.3K | 0.00% | +23+65.7% | Added |
| Bogart Wealth, LLC | 59 | $10.4K | 0.00% | +6+11.3% | Added |
| Gables Capital Management Inc. | 59 | $10.5K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 60 | $10.7K | 0.00% | +60 | New |
| Frazier Financial Advisors, LLC | 62 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 62 | $11.0K | 0.00% | −200−76.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 63 | $11.2K | 0.01% | +63 | New |
| Smartleaf Asset Management LLC | 68 | $12.0K | 0.00% | −143−67.8% | Reduced |
| Quadrant Capital Group LLC | 78 | $13.9K | 0.00% | −146−65.2% | Reduced |
| Massmutual Trust Co FSB | 97 | $17.3K | 0.00% | −86−47.0% | Reduced |
| Parkside Financial Bank & Trust | 98 | $17.4K | 0.00% | −26−21.0% | Reduced |
| Peregrine Capital Management LLC | 100 | $17.8K | 0.00% | +100 | New |
| Crowley Wealth Management, Inc. | 100 | $17.8K | 0.02% | +100 | New |
| TD Private Client Wealth LLC | 108 | $19.2K | 0.00% | −13−10.7% | Reduced |
| Penserra Capital Management LLC | 118 | $21.0K | 0.00% | +118 | New |
| Colonial Trust Co | 122 | $21.7K | 0.00% | +122 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 125 | $22.2K | 0.00% | +36+40.4% | Added |
| EverSource Wealth Advisors, LLC | 129 | $23.0K | 0.00% | +52+67.5% | Added |
| Riverview Trust Co | 136 | $24.2K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 148 | $26.3K | 0.00% | +148 | New |
| Ronald Blue Trust, Inc. | 153 | $27.2K | 0.00% | −159−51.0% | Reduced |
| Venturi Wealth Management, LLC | 161 | $28.7K | 0.00% | −175−52.1% | Reduced |
| Headlands Technologies LLC | 162 | $28.8K | 0.00% | +162 | New |
| First Horizon Advisors, Inc. | 166 | $29.5K | 0.00% | −32−16.2% | Reduced |
| Stephenson National Bank & Trust | 192 | $34.2K | 0.01% | −530−73.4% | Reduced |
| GeoWealth Management, LLC | 194 | $34.5K | 0.00% | −57−22.7% | Reduced |
| Pflug Koory, LLC | 200 | $35.6K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 204 | $36.0K | 0.02% | −33−13.9% | Reduced |
| Quent Capital, LLC | 223 | $39.7K | 0.00% | −17−7.1% | Reduced |
| True Wealth Design, LLC | 271 | $48.2K | 0.02% | +104+62.3% | Added |
| Mather Group, LLC. | 272 | $48.4K | 0.00% | −20−6.8% | Reduced |
| Global Retirement Partners, LLC | 277 | $49.3K | 0.00% | +3+1.1% | Added |
| Parallel Advisors, LLC | 279 | $49.7K | 0.00% | −5−1.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 279 | $49.7K | 0.00% | +125+81.2% | Added |
| Covestor Ltd | 291 | $52.0K | 0.03% | +2+0.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $53.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 308 | $54.8K | 0.00% | +217+238.5% | Added |
| Signaturefd, LLC | 313 | $55.7K | 0.00% | −192−38.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 317 | $56.4K | 0.00% | −26−7.6% | Reduced |
| Principia Wealth Advisory, LLC | 329 | $58.5K | 0.05% | +329 | New |
