| Asset Dedication, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $42 | 0.00% | +1 | New |
| Strategic Investment Solutions, Inc. | 2 | $83 | 0.00% | −12,598−100.0% | Reduced |
| Main Street Group, LTD | 3 | $123 | 0.00% | +3 | New |
| Brown Brothers Harriman & Co | 4 | $165 | 0.00% | −84−95.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 4 | $166 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5 | $207 | 0.00% | −9−64.3% | Reduced |
| Versant Capital Management, Inc | 6 | $248 | 0.00% | +2+50.0% | Added |
| Tfo-TDC, LLC | 7 | $289 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $413 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $413 | 0.00% | +3+42.9% | Added |
| Global Financial Private Client, LLC | 12 | $495 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 13 | $536 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 13 | $536 | 0.00% | +11+550.0% | Added |
| CGC Financial Services, LLC | 14 | $578 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 14 | $578 | 0.00% | +14 | New |
| Carolinas Wealth Consulting LLC | 16 | $660 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $701 | 0.00% | −21−55.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 17 | $702 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 18 | $743 | 0.00% | +18 | New |
| Tyler-Stone Wealth Management | 19 | $784 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $784 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 20 | $826 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $847 | 0.00% | +21 | New |
| TFC Financial Management | 23 | $949 | 0.00% | −9−28.1% | Reduced |
| Bear Mountain Capital, Inc. | 25 | $973 | 0.00% | +25 | New |
| Hexagon Capital Partners LLC | 24 | $991 | 0.00% | −6−20.0% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $991 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | −54−67.5% | Reduced |
| First Horizon Advisors, Inc. | 25 | $1.03K | 0.00% | −2,163−98.9% | Reduced |
| Wolff Wiese Magana LLC | 25 | $1.03K | 0.00% | −80−76.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.03K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $1.03K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $1.14K | 0.00% | +27 | New |
| WFA Asset Management Corp | 30 | $1.24K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 30 | $1.24K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 31 | $1.28K | 0.00% | +31 | New |
| Aspect Partners, LLC | 32 | $1.32K | 0.00% | +32 | New |
| Pacific Center for Financial Services | 35 | $1.45K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 37 | $1.53K | 0.00% | +37 | New |
| VisionPoint Advisory Group, LLC | 37 | $1.53K | 0.00% | −18−32.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 37 | $1.53K | 0.00% | +37 | New |
| Robinson Value Management, Ltd. | 39 | $1.61K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 42 | $1.73K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 45 | $1.86K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 53 | $2.00K | 0.00% | −52−49.5% | Reduced |
| Front Row Advisors LLC | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 51 | $2.10K | 0.00% | −2−3.8% | Reduced |
| Lee Financial Co | 51 | $2.10K | 0.00% | +19+59.4% | Added |
| Beacon Capital Management, LLC | 51 | $2.16K | 0.00% | −422−89.2% | Reduced |
| McIlrath & Eck, LLC | 56 | $2.31K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $2.35K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 59 | $2.43K | 0.00% | +18+43.9% | Added |
| Criterion Capital Advisors, LLC | 63 | $2.60K | 0.00% | +63 | New |
| Cape Investment Advisory, Inc. | 66 | $2.72K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 78 | $3.22K | 0.00% | −23−22.8% | Reduced |
| Abound Wealth Management | 78 | $3.22K | 0.00% | +26+50.0% | Added |
| Rockbridge Investment Management, LCC | 78 | $3.22K | 0.00% | +78 | New |
| Aspire Private Capital, LLC | 79 | $3.26K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 79 | $3.26K | 0.00% | +79 | New |
| Retirement Group, LLC | 82 | $3.38K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 83 | $3.42K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 90 | $3.71K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 91 | $3.75K | 0.00% | +91 | New |
| NewSquare Capital LLC | 93 | $3.84K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 95 | $3.92K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 100 | $3.95K | 0.00% | +100 | New |
| Bartlett & Co. LLC | 100 | $4.00K | 0.00% | −500−83.3% | Reduced |
| Zions Bancorporation, N.A. | 99 | $4.08K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $4.13K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $4.20K | 0.00% | −500−83.3% | Reduced |
| SRS Capital Advisors, Inc. | 102 | $4.21K | 0.00% | +2+2.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 105 | $4.33K | 0.00% | +105 | New |
| Trust Co of Vermont | 107 | $4.42K | 0.00% | +2+1.9% | Added |
| Compagnie Lombard Odier SCmA | 110 | $4.54K | 0.00% | −6,344−98.3% | Reduced |
| Bruce G. Allen Investments, LLC | 112 | $4.62K | 0.00% | +112 | New |
| Salem Investment Counselors Inc | 115 | $4.75K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 115 | $4.75K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 120 | $4.95K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 138 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 125 | $5.00K | 0.00% | −1−0.8% | Reduced |
| Tradition Wealth Management, LLC | 110 | $5.00K | 0.00% | +5+4.8% | Added |
| Ronald Blue Trust, Inc. | 116 | $5.00K | 0.00% | +96+480.0% | Added |
| Key Financial Inc | 125 | $5.16K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $5.16K | 0.00% | +125 | New |
| JFS Wealth Advisors, LLC | 135 | $5.57K | 0.00% | −55−28.9% | Reduced |
| DT Investment Partners, LLC | 139 | $5.79K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 142 | $5.86K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 143 | $5.90K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 144 | $5.94K | 0.00% | 00.0% | Unchanged |
| City State Bank | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 145 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 150 | $6.19K | 0.01% | +150 | New |
| Spotlight Asset Group, Inc. | 150 | $6.34K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 163 | $6.73K | 0.00% | +163 | New |
| Cornerstone Planning Group LLC | 170 | $7.01K | 0.00% | 00.0% | Unchanged |