| Asset Dedication, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $85 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 4 | $169 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $169 | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 4 | $170 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 6 | $254 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $297 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $384 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $423 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $499 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $508 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 13 | $550 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 13 | $550 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $560 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 14 | $592 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 14 | $593 | 0.00% | +14 | New |
| Riggs Asset Managment Co. Inc. | 17 | $720 | 0.00% | +10+142.9% | Added |
| Trifecta Capital Advisors, LLC | 19 | $804 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 20 | $846 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $846 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $968 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20 | $1.00K | 0.00% | +8+66.7% | Added |
| Tyler-Stone Wealth Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $1.02K | 0.00% | −6−20.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.06K | 0.00% | −775−96.9% | Reduced |
| WFA Asset Management Corp | 30 | $1.27K | 0.00% | −200−87.0% | Reduced |
| Hexagon Capital Partners LLC | 30 | $1.27K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 30 | $1.27K | 0.00% | +30 | New |
| Lee Financial Co | 32 | $1.35K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $1.35K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 32 | $1.35K | 0.00% | +32 | New |
| Pacific Center for Financial Services | 35 | $1.48K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $1.61K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 39 | $1.65K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $1.73K | 0.00% | −126−75.4% | Reduced |
| Colonial Trust Advisors | 42 | $1.78K | 0.00% | 00.0% | Unchanged |
| American National Bank | 42 | $1.78K | 0.00% | +42 | New |
| JJJ Advisors Inc. | 45 | $1.90K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $2.12K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 52 | $2.20K | 0.00% | +5+10.6% | Added |
| Kessler Investment Group, LLC | 53 | $2.24K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 55 | $2.33K | 0.00% | +55 | New |
| McIlrath & Eck, LLC | 56 | $2.37K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $2.41K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 64 | $2.71K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 66 | $2.79K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 66 | $2.79K | 0.00% | +66 | New |
| Capital Advisors, Ltd. LLC | 80 | $3.00K | 0.00% | −7−8.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 75 | $3.17K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 79 | $3.34K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 80 | $3.38K | 0.00% | +40+100.0% | Added |
| Retirement Group, LLC | 82 | $3.47K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 82 | $3.47K | 0.00% | +63+331.6% | Added |
| Legend Financial Advisors, Inc. | 83 | $3.51K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 88 | $3.72K | 0.00% | −22−20.0% | Reduced |
| JNBA Financial Advisors | 90 | $3.81K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 93 | $3.93K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 95 | $4.02K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 99 | $4.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 100 | $4.23K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $4.23K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $4.23K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $4.23K | 0.00% | +100 | New |
| Whittier Trust Co | 101 | $4.27K | 0.00% | +81+405.0% | Added |
| Wolff Wiese Magana LLC | 105 | $4.44K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 105 | $4.44K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 115 | $4.87K | 0.00% | −234−67.0% | Reduced |
| Salem Investment Counselors Inc | 115 | $4.87K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 126 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 119 | $5.03K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 120 | $5.08K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 125 | $5.29K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 138 | $5.84K | 0.00% | +138 | New |
| DT Investment Partners, LLC | 139 | $5.88K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 145 | $6.00K | 0.01% | −425−74.6% | Reduced |
| City State Bank | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 142 | $6.01K | 0.01% | −400−73.8% | Reduced |
| Fortis Group Advisors, LLC | 142 | $6.01K | 0.00% | +142 | New |
| Evermay Wealth Management LLC | 143 | $6.05K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 144 | $6.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 149 | $6.30K | 0.00% | +39+35.5% | Added |
| Spotlight Asset Group, Inc. | 150 | $6.34K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 169 | $7.15K | 0.01% | +169 | New |
| Cornerstone Planning Group LLC | 170 | $7.19K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 175 | $7.40K | 0.00% | −420−70.6% | Reduced |
| Silicon Valley Capital Partners | 185 | $7.83K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 197 | $8.00K | 0.00% | −12−5.7% | Reduced |
| Hanson & Doremus Investment Management | 183 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 190 | $8.04K | 0.00% | +10+5.6% | Added |
| Farmers & Merchants Investments Inc | 195 | $8.25K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 200 | $8.46K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 206 | $8.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 207 | $8.76K | 0.00% | −19−8.4% | Reduced |