| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 2 | $244 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3 | $367 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 4 | $386 | 0.00% | +4 | New |
| Spire Wealth Management | 5 | $600 | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 6 | $733 | 0.00% | −482−98.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 6 | $734 | 0.00% | +6 | New |
| Impact Partnership Wealth, LLC | 8 | $978 | 0.00% | −1,118−99.3% | Reduced |
| Parkside Financial Bank & Trust | 8 | $978 | 0.00% | +4+100.0% | Added |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $1.22K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $1.34K | 0.00% | +11 | New |
| Creative Financial Designs Inc | 15 | $1.83K | 0.00% | +15 | New |
| SRS Capital Advisors, Inc. | 16 | $1.96K | 0.00% | −2−11.1% | Reduced |
| Provenance Wealth Advisors, LLC | 16 | $1.96K | 0.00% | +1+6.7% | Added |
| Ronald Blue Trust, Inc. | 21 | $2.00K | 0.00% | −34−61.8% | Reduced |
| Cornerstone Planning Group LLC | 17 | $2.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $2.20K | 0.00% | +1+5.9% | Added |
| Private Wealth Management Group, LLC | 19 | $2.32K | 0.00% | +19 | New |
| Caitlin John, LLC | 20 | $2.44K | 0.00% | +20 | New |
| Bellevue Asset Management, LLC | 21 | $2.57K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 24 | $2.93K | 0.00% | +4+20.0% | Added |
| Ritter Daniher Financial Advisory LLC | 27 | $3.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $3.42K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 28 | $3.42K | 0.00% | +28 | New |
| Global Wealth Management Investment Advisory, Inc. | 30 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $3.67K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 33 | $3.84K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 40 | $4.89K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 40 | $4.89K | 0.01% | +40 | New |
| Householder Group Estate & Retirement Specialist, LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $5.26K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 44 | $5.38K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 47 | $5.75K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $6.11K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 52 | $6.36K | 0.00% | +52 | New |
| Bear Mountain Capital, Inc. | 60 | $7.09K | 0.00% | +60 | New |
| Cubist Systematic Strategies, LLC | 61 | $7.46K | 0.00% | −261,312−100.0% | Reduced |
| Park Place Capital Corp | 77 | $9.41K | 0.00% | −23−23.0% | Reduced |
| Bokf, NA | 87 | $10.6K | 0.00% | +87 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 96 | $11.7K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 105 | $12.9K | 0.00% | +105 | New |
| PSI Advisors, LLC | 106 | $13.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 115 | $14.1K | 0.00% | +115 | New |
| Strategic Investment Solutions, Inc. | 120 | $14.7K | 0.00% | +120 | New |
| Covestor Ltd | 119 | $15.0K | 0.01% | +1+0.8% | Added |
| Umb Bank N A | 125 | $15.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 127 | $15.5K | 0.00% | −10−7.3% | Reduced |
| Lindbrook Capital, LLC | 139 | $17.0K | 0.00% | +37+36.3% | Added |
| Private Trust Co NA | 145 | $17.7K | 0.00% | −25−14.7% | Reduced |
| Larson Financial Group LLC | 147 | $18.0K | 0.00% | −2,308−94.0% | Reduced |
| EverSource Wealth Advisors, LLC | 147 | $18.0K | 0.00% | +96+188.2% | Added |
| RE Dickinson Investment Advisors, LLC | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 150 | $18.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $18.3K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 157 | $19.2K | 0.00% | +157 | New |
| Baldwin Brothers Inc | 170 | $20.8K | 0.00% | +170 | New |
| Salomon & Ludwin, LLC | 218 | $20.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 178 | $21.8K | 0.00% | +78+78.0% | Added |
| CVA Family Office, LLC | 184 | $22.5K | 0.00% | +184 | New |
| Global Retirement Partners, LLC | 192 | $22.7K | 0.00% | −366−65.6% | Reduced |
| Farther Finance Advisors, LLC | 199 | $24.3K | 0.00% | +15+8.2% | Added |
| Lee Financial Co | 200 | $24.4K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 200 | $24.4K | 0.00% | +200 | New |
| Custom Portfolio Group LLC | 215 | $26.3K | 0.02% | +215 | New |
| Nomura Asset Management Co Ltd | 220 | $26.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $27.5K | 0.00% | +24+11.9% | Added |
| First Horizon Advisors, Inc. | 242 | $29.6K | 0.00% | −16−6.2% | Reduced |
| Quarry LP | 246 | $30.1K | 0.02% | +37+17.7% | Added |
| GWM Advisors LLC | 253 | $31.0K | 0.00% | +233+1,165.0% | Added |
| LGT Financial Advisors LLC | 266 | $32.5K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 299 | $36.5K | 0.00% | +11+3.8% | Added |
| Huntington National Bank | 336 | $41.1K | 0.00% | +115+52.0% | Added |
| Fifth Third Bancorp | 396 | $48.4K | 0.00% | −78−16.5% | Reduced |
| Tortoise Investment Management, LLC | 419 | $51.2K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 447 | $54.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 485 | $59.3K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 564 | $68.9K | 0.02% | −4,455−88.8% | Reduced |
| United Community Bank | 570 | $69.7K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 580 | $70.9K | 0.01% | +290+100.0% | Added |
| Pinnacle Financial Partners Inc | 623 | $76.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 665 | $81.0K | 0.00% | +665 | New |
| Harbour Investments, Inc. | 674 | $82.4K | 0.00% | +14+2.1% | Added |
| Federation des caisses Desjardins du Quebec | 675 | $82.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 680 | $83.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 680 | $83.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 701 | $88.1K | 0.02% | +701 | New |
| NewSquare Capital LLC | 845 | $103.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 847 | $103.5K | 0.00% | +8+1.0% | Added |
| Washington Trust Advisors, Inc. | 911 | $111.4K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 980 | $119.8K | 0.00% | −94−8.8% | Reduced |
| Headlands Technologies LLC | 1,069 | $130.7K | 0.04% | +67+6.7% | Added |
| Signaturefd, LLC | 1,203 | $147.1K | 0.00% | −392−24.6% | Reduced |
| Quadrant Capital Group LLC | 1,205 | $147.3K | 0.01% | +313+35.1% | Added |
| KBC Group NV | 1,209 | $148.0K | 0.00% | +135+12.6% | Added |
| Central Trust Co | 1,369 | $167.3K | 0.00% | +465+51.4% | Added |
| JJJ Advisors Inc. | 1,416 | $173.1K | 0.04% | −14−1.0% | Reduced |
| Ci Investments Inc. | 1,474 | $180.0K | 0.00% | +58+4.1% | Added |