| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | +2 | New |
| Values First Advisors, Inc. | 1 | $211 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $235 | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 1 | $235 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $236 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2 | $450 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $470 | 0.00% | −2−50.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 2 | $471 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 235 | $488 | 0.02% | +10+4.4% | Added |
| Highline Wealth Partners LLC | 3 | $705 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 3 | $705 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $706 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4 | $940 | 0.00% | +4 | New |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7 | $1.65K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $1.65K | 0.00% | +7 | New |
| Strengthening Families & Communities, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| PSI Advisors, LLC | 9 | $2.12K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $2.12K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10 | $2.35K | 0.00% | +10 | New |
| Bokf, NA | 11 | $2.58K | 0.00% | −1,782−99.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11 | $2.58K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $2.82K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $3.53K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 15 | $3.53K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 17 | $3.98K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $4.00K | 0.00% | −15−50.0% | Reduced |
| St. Johns Investment Management Company, LLC | 18 | $4.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $4.47K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 19 | $4.47K | 0.00% | +19 | New |
| Adirondack Retirement Specialists, Inc. | 20 | $4.79K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 22 | $5.17K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 24 | $5.64K | 0.00% | −20−45.5% | Reduced |
| Avion Wealth | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 27 | $6.35K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 27 | $6.35K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $6.58K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $6.81K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 30 | $7.05K | 0.00% | +30 | New |
| Horan Securities, Inc. | 31 | $7.23K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 31 | $7.29K | 0.00% | −102−76.7% | Reduced |
| Liberty One Investment Management, LLC | 31 | $7.29K | 0.00% | +31 | New |
| SJS Investment Consulting Inc. | 31 | $7.34K | 0.00% | +4+14.8% | Added |
| RFP Financial Group LLC | 36 | $8.46K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 37 | $8.70K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 38 | $8.93K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 39 | $9.17K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 39 | $9.17K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 41 | $9.71K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 45 | $10.6K | 0.00% | +45 | New |
| MV Capital Management, Inc. | 47 | $11.0K | 0.00% | +5+11.9% | Added |
| Schubert & Co | 48 | $11.3K | 0.01% | −2−4.0% | Reduced |
| City State Bank | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 55 | $12.9K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $14.1K | 0.00% | −10−14.3% | Reduced |
| Hartford Financial Management Inc. | 60 | $14.1K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 60 | $14.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 62 | $14.6K | 0.01% | +62 | New |
| Riverview Trust Co | 63 | $14.8K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 65 | $15.2K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 65 | $15.3K | 0.01% | +15+30.0% | Added |
| Earnest Partners LLC | 66 | $15.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 69 | $16.0K | 0.01% | −3−4.2% | Reduced |
| Sound Income Strategies, LLC | 70 | $16.5K | 0.00% | +70 | New |
| 25 LLC | 70 | $16.8K | 0.01% | +70 | New |
| Financial Management Professionals, Inc. | 72 | $17.0K | 0.00% | +27+60.0% | Added |
| Cary Street Partners Asset Management LLC | 75 | $17.6K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 78 | $18.0K | 0.00% | −4,507−98.3% | Reduced |
| Manchester Capital Management LLC | 77 | $18.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 77 | $18.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 81 | $19.0K | 0.01% | −177−68.6% | Reduced |
| TCI Wealth Advisors, Inc. | 88 | $20.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 92 | $21.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 90 | $21.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 92 | $21.6K | 0.01% | −6−6.1% | Reduced |
| SRS Capital Advisors, Inc. | 93 | $21.9K | 0.00% | +13+16.3% | Added |
| Bank of New Hampshire | 97 | $22.8K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 98 | $22.9K | 0.01% | +7+7.7% | Added |
| PrairieView Partners, LLC | 100 | $23.0K | 0.00% | −22−18.0% | Reduced |
| First Command Bank | 100 | $23.5K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 100 | $23.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $23.5K | 0.01% | +5+5.3% | Added |
| Caldwell Sutter Capital, Inc. | 100 | $23.5K | 0.02% | +100 | New |
| BDO Wealth Advisors, LLC | 103 | $24.2K | 0.00% | −11−9.6% | Reduced |
| Creative Financial Designs Inc | 104 | $24.4K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 105 | $24.7K | 0.00% | +105 | New |
| Country Trust Bank | 109 | $25.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 109 | $25.7K | 0.01% | +1+0.9% | Added |
| Pacific Center for Financial Services | 110 | $25.9K | 0.01% | +110 | New |
| Harbor Investment Advisory, LLC | 111 | $26.1K | 0.00% | −195−63.7% | Reduced |
| Trust Co of Vermont | 111 | $26.1K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 113 | $26.6K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 116 | $27.0K | 0.01% | +116 | New |