| GW&K Investment Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Avion Wealth | 13 | $0 | 0.00% | +13 | New |
| WestEnd Advisors, LLC | 1 | $54 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $108 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $108 | 0.00% | +2 | New |
| True Wealth Design, LLC | 4 | $216 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $270 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $431 | 0.00% | −1−11.1% | Reduced |
| SRS Capital Advisors, Inc. | 9 | $485 | 0.00% | +9 | New |
| WR Wealth Planners, LLC | 12 | $646 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 14 | $754 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 15 | $808 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 16 | $862 | 0.00% | +16 | New |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +10 | New |
| SkyView Investment Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Duncker Streett & Co Inc | 19 | $1.02K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 20 | $1.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.08K | 0.00% | +7+53.8% | Added |
| Gradient Investments LLC | 21 | $1.13K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 26 | $1.40K | 0.00% | −148−85.1% | Reduced |
| Concord Wealth Partners | 27 | $1.45K | 0.00% | −15−35.7% | Reduced |
| Umb Bank N A | 27 | $1.45K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 28 | $1.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $1.62K | 0.00% | −54−64.3% | Reduced |
| First Manhattan Co | 32 | $1.72K | 0.00% | −128−80.0% | Reduced |
| Front Row Advisors LLC | 33 | $1.78K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 34 | $1.83K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 35 | $1.89K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 35 | $1.89K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 38 | $2.05K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 48 | $2.58K | 0.00% | +48 | New |
| Thomas J. Herzfeld Advisors, Inc. | 50 | $2.69K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 67 | $3.00K | 0.00% | −1,117−94.3% | Reduced |
| Capital Advisors, Ltd. LLC | 57 | $3.00K | 0.00% | +48+533.3% | Added |
| Clearstead Advisors, LLC | 59 | $3.18K | 0.00% | +49+490.0% | Added |
| Thompson Investment Management, Inc. | 60 | $3.23K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 71 | $3.35K | 0.00% | +71 | New |
| Private Trust Co NA | 74 | $3.99K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 77 | $4.15K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 83 | $4.47K | 0.00% | +10+13.7% | Added |
| Canada Pension Plan Investment Board | 89 | $4.79K | 0.00% | −34,200−99.7% | Reduced |
| Sutton Wealth Advisors Inc. | 90 | $4.85K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 100 | $5.39K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $5.39K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 108 | $5.82K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 116 | $6.25K | 0.00% | −11−8.7% | Reduced |
| GHP Investment Advisors, Inc. | 130 | $6.49K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 122 | $6.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 141 | $7.59K | 0.00% | +36+34.3% | Added |
| Parkside Financial Bank & Trust | 143 | $7.70K | 0.00% | +64+81.0% | Added |
| MV Capital Management, Inc. | 149 | $8.03K | 0.00% | +11+8.0% | Added |
| First Command Advisory Services, Inc. | 154 | $8.29K | 0.00% | +154 | New |
| GPS Wealth Strategies Group, LLC | 158 | $8.50K | 0.00% | −99−38.5% | Reduced |
| Farmers & Merchants Investments Inc | 158 | $8.51K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 175 | $8.60K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 175 | $9.43K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 177 | $9.53K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 178 | $9.59K | 0.00% | +178 | New |
| TD Private Client Wealth LLC | 183 | $9.86K | 0.00% | +16+9.6% | Added |
| Bangor Savings Bank | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $10.8K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 200 | $10.8K | 0.00% | +200 | New |
| EverSource Wealth Advisors, LLC | 202 | $10.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 210 | $11.0K | 0.00% | +4+1.9% | Added |
| Carolinas Wealth Consulting LLC | 239 | $11.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 214 | $12.0K | 0.01% | −5−2.3% | Reduced |
| Allworth Financial LP | 235 | $12.7K | 0.00% | +137+139.8% | Added |
| Pacifica Partners Inc. | 250 | $12.8K | 0.01% | +250 | New |
| DT Investment Partners, LLC | 240 | $12.9K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 247 | $13.3K | 0.00% | −6,994−96.6% | Reduced |
| Bell Investment Advisors, Inc | 284 | $15.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 287 | $15.5K | 0.00% | −119−29.3% | Reduced |
| Semmax Financial Advisors Inc. | 384 | $15.7K | 0.01% | +384 | New |
| Glassman Wealth Services | 303 | $16.3K | 0.00% | −2−0.7% | Reduced |
| Farther Finance Advisors, LLC | 334 | $18.0K | 0.00% | +287+610.6% | Added |
| Benjamin Edwards Inc | 325 | $18.0K | 0.00% | −242−42.7% | Reduced |
| Geneos Wealth Management Inc. | 350 | $18.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 364 | $19.6K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 371 | $20.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 391 | $21.1K | 0.00% | −21−5.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 420 | $22.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 420 | $22.6K | 0.00% | +13+3.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 434 | $23.4K | 0.00% | −8,600−95.2% | Reduced |
| IFP Advisors, Inc | 440 | $23.7K | 0.00% | −27−5.8% | Reduced |
| Core Alternative Capital | 465 | $25.0K | 0.00% | +465 | New |
| Hantz Financial Services, Inc. | 537 | $29.0K | 0.00% | −62−10.4% | Reduced |
| Ronald Blue Trust, Inc. | 581 | $30.0K | 0.00% | +39+7.2% | Added |
| Parallax Volatility Advisers, L.P. | 646 | $34.8K | 0.00% | +466+258.9% | Added |
| Flaharty Asset Management, LLC | 688 | $37.1K | 0.01% | +688 | New |
| International Assets Investment Management, LLC | 18,407 | $37.2K | 0.01% | +18,407 | New |
| Ci Investments Inc. | 788 | $42.0K | 0.00% | +41+5.5% | Added |
| Operose Advisors LLC | 796 | $42.9K | 0.02% | +796 | New |
| Steward Partners Investment Advisory, LLC | 865 | $46.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 950 | $51.2K | 0.00% | +284+42.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,045 | $56.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,073 | $57.8K | 0.00% | −242−18.4% | Reduced |
| JJJ Advisors Inc. | 1,075 | $57.9K | 0.02% | +71+7.1% | Added |