| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 2 | $0 | 0.00% | +2 | New |
| Zions Bancorporation, N.A. | 6 | $1.00K | 0.00% | −5−45.5% | Reduced |
| Sutton Wealth Advisors Inc. | 6 | $1.30K | 0.00% | −1−14.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8 | $2.00K | 0.00% | +8 | New |
| Strategic Blueprint, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Lake Point Wealth Management | 10 | $2.00K | 0.00% | +10 | New |
| HBC Financial Services, PLLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 14 | $3.00K | 0.00% | +7+100.0% | Added |
| Psagot Investment House Ltd. | 12 | $3.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 17 | $3.67K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 19 | $4.00K | 0.00% | −3,800−99.5% | Reduced |
| Halpern Financial, Inc. | 26 | $5.62K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 26 | $6.00K | 0.01% | −3−10.3% | Reduced |
| CVA Family Office, LLC | 30 | $6.00K | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 37 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 36 | $8.00K | 0.00% | +36 | New |
| Hartford Financial Management Inc. | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $9.00K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 45 | $10.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 62 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 54 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 60 | $13.0K | 0.00% | +60 | New |
| TFC Financial Management | 59 | $13.0K | 0.00% | +59 | New |
| Enterprise Financial Services Corp | 64 | $14.0K | 0.00% | −11−14.7% | Reduced |
| Montag A & Associates Inc | 70 | $15.0K | 0.00% | +2+2.9% | Added |
| BDO Wealth Advisors, LLC | 75 | $16.0K | 0.00% | −10−11.8% | Reduced |
| Winch Advisory Services, LLC | 75 | $16.0K | 0.01% | +18+31.6% | Added |
| Manchester Capital Management LLC | 80 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 85 | $18.0K | 0.00% | +1+1.2% | Added |
| Glen Eagle Advisors, LLC | 95 | $20.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 95 | $21.0K | 0.01% | +87+1,087.5% | Added |
| Allworth Financial LP | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $22.0K | 0.00% | +100 | New |
| Northern Oak Wealth Management Inc | 100 | $22.0K | 0.00% | +100 | New |
| Atticus Wealth Management, LLC | 100 | $22.0K | 0.01% | +100 | New |
| Creative Financial Designs Inc | 105 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 105 | $23.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 110 | $24.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 110 | $24.0K | 0.00% | +60+120.0% | Added |
| Tarbox Family Office, Inc. | 127 | $27.0K | 0.00% | +100+370.4% | Added |
| Lindbrook Capital, LLC | 137 | $30.0K | 0.01% | +3+2.2% | Added |
| Proequities, Inc. | 140 | $30.0K | 0.00% | +15+12.0% | Added |
| Arkadios Wealth Advisors | 148 | $31.0K | 0.00% | +40+37.0% | Added |
| CWM, LLC | 147 | $32.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 146 | $32.0K | 0.00% | +24+19.7% | Added |
| Carmichael Hill & Associates, Inc. | 160 | $35.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 163 | $35.0K | 0.00% | +114+232.7% | Added |
| Tower Research Capital LLC (TRC) | 168 | $36.0K | 0.00% | −2,994−94.7% | Reduced |
| KB Financial Partners, LLC | 183 | $40.0K | 0.02% | +183 | New |
| AllSquare Wealth Management LLC | 200 | $43.0K | 0.03% | +150+300.0% | Added |
| Concord Wealth Partners | 197 | $43.0K | 0.01% | +191+3,183.3% | Added |
| CKW Financial Group | 225 | $48.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 240 | $51.0K | 0.01% | +135+128.6% | Added |
| Huntington National Bank | 243 | $53.0K | 0.00% | +53+27.9% | Added |
| First Horizon Advisors, Inc. | 289 | $62.0K | 0.00% | −26−8.3% | Reduced |
| Resources Management Corp | 300 | $65.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 330 | $71.3K | 0.00% | −45−12.0% | Reduced |
| State of Wyoming | 337 | $73.0K | 0.05% | +72+27.2% | Added |
| Capital Analysts, LLC | 346 | $75.0K | 0.01% | −25−6.7% | Reduced |
| Quadrant Capital Group LLC | 434 | $94.0K | 0.01% | +85+24.4% | Added |
| Sandy Spring Bank | 445 | $96.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 495 | $107.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 569 | $123.0K | 0.00% | +100+21.3% | Added |
| RPG Investment Advisory, LLC | 582 | $126.0K | 0.02% | +482+482.0% | Added |
| RPg Family Wealth Advisory, LLC | 600 | $129.6K | 0.05% | +600 | New |
| Signaturefd, LLC | 617 | $133.0K | 0.01% | +7+1.1% | Added |
| Brown Brothers Harriman & Co | 629 | $136.0K | 0.00% | −340−35.1% | Reduced |
| Fifth Third Bancorp | 631 | $136.0K | 0.00% | +631 | New |
| Seeyond | 669 | $144.0K | 0.01% | −1,751−72.4% | Reduced |
| Harvest Fund Management Co., Ltd | 698 | $149.0K | 0.02% | −296−29.8% | Reduced |
| Belpointe Asset Management LLC | 825 | $164.0K | 0.01% | −889−51.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 760 | $164.0K | 0.00% | −37−4.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 814 | $176.0K | 0.04% | +60+8.0% | Added |
| Carroll Financial Associates, Inc. | 871 | $188.0K | 0.01% | +796+1,061.3% | Added |
| O'Shaughnessy Asset Management, LLC | 922 | $199.0K | 0.00% | +259+39.1% | Added |
| Cascadia Advisory Services, LLC | 933 | $202.0K | 0.04% | +933 | New |
| Kovack Advisors, Inc. | 959 | $207.0K | 0.02% | −645−40.2% | Reduced |
| Nwam LLC | 972 | $210.0K | 0.02% | +972 | New |
| Commerce Bank | 977 | $211.0K | 0.00% | +977 | New |
| Albion Financial Group | 980 | $212.0K | 0.02% | +980 | New |
| Regentatlantic Capital LLC | 992 | $214.0K | 0.01% | +992 | New |
| Dynamic Technology Lab Private Ltd | 994 | $215.0K | 0.02% | +994 | New |
| Baldwin Brothers Inc | 1,000 | $216.0K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,000 | $216.0K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,000 | $216.0K | 0.01% | +1,000 | New |