| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $106 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $213 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $266 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $266 | 0.00% | +5 | New |
| Proequities, Inc. | 8 | $425 | 0.00% | +8 | New |
| Caldwell Sutter Capital, Inc. | 9 | $479 | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 10 | $532 | 0.00% | −49−83.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 10 | $532 | 0.00% | −10−50.0% | Reduced |
| SJS Investment Consulting Inc. | 12 | $639 | 0.00% | −8−40.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 14 | $745 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14 | $745 | 0.00% | +12+600.0% | Added |
| C M Bidwell & Associates Ltd | 15 | $798 | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 16 | $852 | 0.00% | +16 | New |
| Hexagon Capital Partners LLC | 17 | $905 | 0.00% | −18−51.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $905 | 0.00% | +17 | New |
| Dunhill Financial, LLC | 19 | $994 | 0.00% | +19 | New |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | +20+200.0% | Added |
| GW&K Investment Management, LLC | 24 | $1.00K | 0.00% | +19+380.0% | Added |
| Duncker Streett & Co Inc | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 21 | $1.12K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 22 | $1.17K | 0.00% | +22 | New |
| Naples Money Management LLC | 23 | $1.22K | 0.00% | +23 | New |
| Financial Synergies Wealth Advisors, Inc. | 26 | $1.31K | 0.00% | +26 | New |
| Coppell Advisory Solutions LLC | 26 | $1.38K | 0.00% | +26 | New |
| Umb Bank N A | 27 | $1.44K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 28 | $1.49K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 34 | $1.81K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 35 | $1.86K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $2.02K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 38 | $2.02K | 0.00% | +38 | New |
| LGT Financial Advisors LLC | 48 | $2.55K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $2.93K | 0.00% | +55 | New |
| Turtle Creek Wealth Advisors, LLC | 59 | $3.14K | 0.00% | +59 | New |
| Thompson Investment Management, Inc. | 60 | $3.19K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 66 | $3.51K | 0.00% | −5−7.0% | Reduced |
| Allworth Financial LP | 67 | $3.56K | 0.00% | −168−71.5% | Reduced |
| Lindbrook Capital, LLC | 84 | $4.47K | 0.00% | +1+1.2% | Added |
| Canada Pension Plan Investment Board | 89 | $4.74K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $5.32K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 105 | $5.59K | 0.00% | +75+250.0% | Added |
| Private Wealth Management Group, LLC | 105 | $5.59K | 0.00% | +105 | New |
| Abound Wealth Management | 108 | $5.75K | 0.00% | −33−23.4% | Reduced |
| MV Capital Management, Inc. | 110 | $5.85K | 0.00% | −39−26.2% | Reduced |
| Caitlin John, LLC | 113 | $6.01K | 0.00% | +113 | New |
| Zions Bancorporation, N.A. | 116 | $6.17K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 120 | $6.38K | 0.01% | +120 | New |
| First Personal Financial Services | 122 | $6.49K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 130 | $6.92K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 130 | $6.92K | 0.00% | +130 | New |
| Bear Mountain Capital, Inc. | 150 | $7.55K | 0.00% | +150 | New |
| First Command Advisory Services, Inc. | 154 | $8.19K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 158 | $8.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 158 | $8.41K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 175 | $9.31K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 175 | $9.31K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 177 | $9.42K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 177 | $9.42K | 0.00% | +177 | New |
| Venturi Wealth Management, LLC | 178 | $9.47K | 0.00% | −242−57.6% | Reduced |
| IFP Advisors, Inc | 189 | $10.1K | 0.00% | −251−57.0% | Reduced |
| Central Trust Co | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $10.6K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $10.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 216 | $10.9K | 0.00% | +6+2.9% | Added |
| Covestor Ltd | 211 | $11.0K | 0.01% | −3−1.4% | Reduced |
| Pacifica Partners Inc. | 250 | $11.5K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 225 | $12.0K | 0.00% | −78−25.7% | Reduced |
| TD Private Client Wealth LLC | 236 | $12.6K | 0.00% | +53+29.0% | Added |
| DT Investment Partners, LLC | 240 | $12.7K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 239 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 240 | $12.8K | 0.00% | −44−15.5% | Reduced |
| Rakuten Securities, Inc. | 250 | $13.3K | 0.01% | +250 | New |
| Desjardins Global Asset Management Inc. | 251 | $13.4K | 0.00% | +4+1.6% | Added |
| Quarry LP | 286 | $15.2K | 0.01% | +286 | New |
| AdvisorNet Financial, Inc | 294 | $15.6K | 0.00% | +7+2.4% | Added |
| Farther Finance Advisors, LLC | 309 | $16.4K | 0.00% | −25−7.5% | Reduced |
| Parkside Financial Bank & Trust | 345 | $18.4K | 0.00% | +202+141.3% | Added |
| Geneos Wealth Management Inc. | 350 | $18.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 366 | $19.5K | 0.00% | −709−66.0% | Reduced |
| Sound Income Strategies, LLC | 367 | $19.5K | 0.00% | +367 | New |
| Global Wealth Strategies & Associates | 371 | $19.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 380 | $20.2K | 0.00% | −11−2.8% | Reduced |
| Massmutual Trust Co FSB | 381 | $20.3K | 0.00% | −569−59.9% | Reduced |
| Banque Cantonale Vaudoise | 389 | $21.0K | 0.00% | −6,120−94.0% | Reduced |
| Semmax Financial Advisors Inc. | 390 | $21.8K | 0.01% | +6+1.6% | Added |
| Plante Moran Financial Advisors, LLC | 420 | $22.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 440 | $23.0K | 0.00% | −141−24.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 434 | $23.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 484 | $25.7K | 0.02% | +484 | New |
| Hantz Financial Services, Inc. | 496 | $26.0K | 0.00% | −41−7.6% | Reduced |
| Huntington National Bank | 535 | $28.5K | 0.00% | +171+47.0% | Added |
| Rakuten Investment Management, Inc. | 615 | $33.0K | 0.00% | +615 | New |
| Ci Investments Inc. | 689 | $37.0K | 0.00% | −99−12.6% | Reduced |
| Whittier Trust Co | 697 | $37.1K | 0.00% | −384−35.5% | Reduced |
| Knuff & Co LLC | 700 | $37.2K | 0.01% | −700−50.0% | Reduced |