| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Creekmur Asset Management LLC | 1 | $98 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $182 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $182 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $182 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $182 | 0.00% | +1 | New |
| Rossby Financial, LCC | 1 | $182 | 0.00% | +1 | New |
| Semmax Financial Advisors Inc. | 2 | $348 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $363 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $364 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $364 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $546 | 0.00% | −2−40.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $546 | 0.00% | +2+200.0% | Added |
| HFM Investment Advisors, LLC | 3 | $546 | 0.00% | +2+200.0% | Added |
| Brown Shipley& Co Ltd | 3 | $546 | 0.00% | +3 | New |
| Clark Wealth Partners | 3 | $546 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 4 | $728 | 0.00% | −5−55.6% | Reduced |
| Bare Financial Services, Inc | 4 | $728 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $728 | 0.00% | +1+33.3% | Added |
| Parkworth Wealth Management, Inc. | 4 | $728 | 0.00% | +2+100.0% | Added |
| Stephens Consulting, LLC | 4 | $728 | 0.00% | +4 | New |
| Legacy Investment Solutions, LLC | 4 | $728 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $910 | 0.00% | −3−37.5% | Reduced |
| Financial Network Wealth Advisors LLC | 5 | $910 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 5 | $910 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $1.09K | 0.00% | +6 | New |
| Global X Japan Co., Ltd. | 7 | $1.27K | 0.00% | +7 | New |
| Rothschild Investment LLC | 9 | $1.64K | 0.00% | +6+200.0% | Added |
| Cromwell Holdings LLC | 10 | $1.82K | 0.00% | +6+150.0% | Added |
| Atlantic Union Bankshares Corp | 10 | $1.82K | 0.00% | +10 | New |
| Princeton Global Asset Management LLC | 10 | $1.82K | 0.00% | +10 | New |
| Winthrop Capital Management, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $2.00K | 0.00% | −2−15.4% | Reduced |
| Mascoma Wealth Management LLC | 12 | $2.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $2.18K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 13 | $2.37K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 14 | $2.55K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 14 | $2.55K | 0.00% | +14 | New |
| Fortitude Family Office, LLC | 14 | $2.55K | 0.00% | +14 | New |
| Global Retirement Partners, LLC | 16 | $2.91K | 0.00% | +16 | New |
| Kilter Group LLC | 16 | $2.91K | 0.00% | +16 | New |
| CoreCap Advisors, LLC | 17 | $3.09K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 17 | $3.09K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 21 | $3.43K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 19 | $3.46K | 0.00% | +19 | New |
| Strategic Wealth Partners, Ltd. | 20 | $3.64K | 0.00% | +20 | New |
| Valley National Advisers Inc | 27 | $4.00K | 0.00% | +2+8.0% | Added |
| Atlantic Trust, LLC | 22 | $4.00K | 0.00% | −4−15.4% | Reduced |
| Activest Wealth Management | 23 | $4.18K | 0.00% | +19+475.0% | Added |
| Bogart Wealth, LLC | 24 | $4.37K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $4.55K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 26 | $4.73K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 28 | $5.21K | 0.00% | +28 | New |
| FNY Investment Advisers, LLC | 33 | $6.00K | 0.00% | +33 | New |
| Leonteq Securities AG | 34 | $6.19K | 0.00% | +34 | New |
| FWL Investment Management, LLC | 35 | $6.37K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $6.55K | 0.00% | +30+500.0% | Added |
| JFS Wealth Advisors, LLC | 36 | $6.55K | 0.00% | −1−2.7% | Reduced |
| Trust Co of Vermont | 40 | $7.28K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 41 | $7.46K | 0.00% | +41 | New |
| Asset Dedication, LLC | 42 | $7.64K | 0.00% | +42 | New |
| Clear Street Markets LLC | 45 | $8.19K | 0.00% | −13,020−99.7% | Reduced |
| Farmers & Merchants Investments Inc | 45 | $8.19K | 0.00% | +5+12.5% | Added |
| Riggs Asset Managment Co. Inc. | 48 | $8.73K | 0.00% | +45+1,500.0% | Added |
| Scarborough Advisors, LLC | 49 | $8.92K | 0.00% | +49 | New |
| Tompkins Financial Corp | 51 | $9.28K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 57 | $10.4K | 0.00% | +28+96.6% | Added |
| Umb Bank N A | 61 | $11.1K | 0.00% | −323−84.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 73 | $11.2K | 0.00% | +73 | New |
| Armstrong Advisory Group, Inc | 62 | $11.3K | 0.00% | +62 | New |
| Blue Bell Private Wealth Management, LLC | 63 | $11.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 65 | $11.8K | 0.00% | −5−7.1% | Reduced |
| Colonial Trust Co | 66 | $12.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 68 | $12.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $13.3K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 75 | $13.6K | 0.00% | +75 | New |
| Matrix Trust Co | 78 | $14.0K | 0.00% | +78 | New |
| Manchester Capital Management LLC | 80 | $14.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $14.6K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 81 | $14.8K | 0.00% | +75+1,250.0% | Added |
| Covestor Ltd | 84 | $15.0K | 0.01% | −646−88.5% | Reduced |
| Private Trust Co NA | 88 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 98 | $17.6K | 0.00% | −70−41.7% | Reduced |
| Washington Trust Advisors, Inc. | 100 | $18.2K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 107 | $19.0K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 113 | $19.2K | 0.00% | +113 | New |
| Key Financial Inc | 120 | $21.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 123 | $22.4K | 0.00% | −8−6.1% | Reduced |
| Versant Capital Management, Inc | 123 | $22.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 125 | $22.7K | 0.02% | +23+22.5% | Added |
| Briaud Financial Planning, Inc | 129 | $23.0K | 0.01% | +129 | New |
| Northwestern Mutual Wealth Management Co | 129 | $23.5K | 0.00% | −14−9.8% | Reduced |
| Whittier Trust Co | 135 | $24.6K | 0.00% | +105+350.0% | Added |
| Bernard Wealth Management Corp. | 138 | $25.1K | 0.01% | +10+7.8% | Added |
| Golden State Wealth Management, LLC | 141 | $25.7K | 0.00% | +126+840.0% | Added |
| Rise Advisors, LLC | 148 | $26.9K | 0.01% | +1+0.7% | Added |