| Assetmark, Inc | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 12 | $0 | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 12 | $437 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $638 | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 21 | $1.00K | 0.00% | −96−82.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 15 | $1.00K | 0.00% | −53−77.9% | Reduced |
| Ci Investments Inc. | 39 | $1.00K | 0.00% | −1−2.5% | Reduced |
| Robinson Value Management, Ltd. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 40 | $1.00K | 0.00% | +9+29.0% | Added |
| Beaird Harris Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 26 | $1.00K | 0.00% | +26 | New |
| Level Financial Advisors, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| McIlrath & Eck, LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Rockbridge Investment Management, LCC | 78 | $2.76K | 0.00% | −250−76.2% | Reduced |
| Westside Investment Management, Inc. | 95 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 77 | $3.00K | 0.00% | +62+413.3% | Added |
| Brown Brothers Harriman & Co | 88 | $3.00K | 0.00% | +88 | New |
| Dark Forest Capital Management LP | 82 | $3.00K | 0.00% | +82 | New |
| Bell Investment Advisors, Inc | 72 | $3.00K | 0.00% | +72 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 101 | $4.00K | 0.00% | −238−70.2% | Reduced |
| Winch Advisory Services, LLC | 115 | $4.00K | 0.00% | −161−58.3% | Reduced |
| Northern Oak Wealth Management Inc | 125 | $4.00K | 0.00% | −25−16.7% | Reduced |
| Institutional & Family Asset Management, LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 115 | $4.00K | 0.00% | +1+0.9% | Added |
| Hantz Financial Services, Inc. | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 113 | $4.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $4.00K | 0.00% | +60+150.0% | Added |
| Zions Bancorporation, N.A. | 102 | $4.00K | 0.00% | +90+750.0% | Added |
| Trust Co of Vermont | 105 | $4.00K | 0.00% | +105 | New |
| Hoey Investments, Inc | 125 | $4.00K | 0.00% | +125 | New |
| Harbor Investment Advisory, LLC | 144 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 141 | $5.00K | 0.00% | +6+4.4% | Added |
| City State Bank | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 159 | $6.00K | 0.00% | −424−72.7% | Reduced |
| Hanson & Doremus Investment Management | 183 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 175 | $6.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 164 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 173 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 160 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 203 | $7.00K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 206 | $7.00K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 197 | $7.00K | 0.00% | +161+447.2% | Added |
| Whittier Trust Co of Nevada Inc | 231 | $8.00K | 0.00% | +6+2.7% | Added |
| GHP Investment Advisors, Inc. | 213 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 222 | $8.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 226 | $8.00K | 0.00% | +218+2,725.0% | Added |
| WFA Asset Management Corp | 230 | $8.15K | 0.01% | −650−73.9% | Reduced |
| MV Capital Management, Inc. | 259 | $9.00K | 0.00% | −56−17.8% | Reduced |
| Capital Advisors, Ltd. LLC | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 261 | $9.00K | 0.01% | +225+625.0% | Added |
| HM Payson & Co | 267 | $9.00K | 0.00% | +267 | New |
| Retirement Group, LLC | 284 | $10.0K | 0.00% | +32+12.7% | Added |
| GW&K Investment Management, LLC | 284 | $10.0K | 0.00% | +196+222.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 282 | $10.0K | 0.01% | +282 | New |
| Stephens Consulting, LLC | 286 | $10.1K | 0.01% | −865−75.2% | Reduced |
| First Manhattan Co | 330 | $11.0K | 0.00% | −28−7.8% | Reduced |
| Highlander Capital Management, LLC | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 297 | $11.0K | 0.00% | +85+40.1% | Added |
| CX Institutional | 311 | $11.0K | 0.00% | +311 | New |
| Skandinaviska Enskilda Banken AB (publ) | 350 | $12.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $12.0K | 0.00% | +150+85.7% | Added |
| Gryphon Financial Partners LLC | 362 | $12.0K | 0.00% | +362 | New |
| Ronald Blue Trust, Inc. | 263 | $12.0K | 0.00% | +263 | New |
| North Star Investment Management Corp. | 380 | $13.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 375 | $13.0K | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 369 | $13.0K | 0.00% | +369 | New |
| Toth Financial Advisory Corp | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 400 | $14.0K | 0.00% | 00.0% | Unchanged |