| Lazard Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Colonial Trust Advisors | 1 | $120 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 4 | $481 | 0.00% | +4 | New |
| Global Retirement Partners, LLC | 5 | $660 | 0.00% | +2+66.7% | Added |
| Disciplined Investments, LLC | 6 | $720 | 0.00% | −5−45.5% | Reduced |
| MCF Advisors LLC | 6 | $721 | 0.00% | −17−73.9% | Reduced |
| SJS Investment Consulting Inc. | 6 | $721 | 0.00% | −5−45.5% | Reduced |
| Trifecta Capital Advisors, LLC | 6 | $721 | 0.00% | −1−14.3% | Reduced |
| Proequities, Inc. | 7 | $840 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $840 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $1.08K | 0.00% | −23−71.9% | Reduced |
| RFP Financial Group LLC | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $1.20K | 0.00% | +10 | New |
| Zions Bancorporation, N.A. | 11 | $1.32K | 0.00% | −9−45.0% | Reduced |
| MV Capital Management, Inc. | 11 | $1.32K | 0.00% | +5+83.3% | Added |
| Baystate Wealth Management LLC | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12 | $1.44K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 22 | $2.00K | 0.00% | +13+144.4% | Added |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Sutton Wealth Advisors Inc. | 17 | $2.04K | 0.00% | −2−10.5% | Reduced |
| Dark Forest Capital Management LP | 18 | $2.16K | 0.00% | +18 | New |
| Schubert & Co | 18 | $2.16K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 19 | $2.25K | 0.00% | −101−84.2% | Reduced |
| Lindbrook Capital, LLC | 21 | $2.52K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 21 | $2.52K | 0.00% | +7+50.0% | Added |
| Manchester Capital Management LLC | 22 | $2.64K | 0.00% | +22 | New |
| Harbor Investment Advisory, LLC | 23 | $2.76K | 0.00% | +23 | New |
| Harbour Investments, Inc. | 23 | $2.76K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $2.88K | 0.00% | −11−31.4% | Reduced |
| Parallel Advisors, LLC | 24 | $2.88K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 24 | $2.88K | 0.00% | +24 | New |
| Westside Investment Management, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $3.00K | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 27 | $3.24K | 0.00% | −9−25.0% | Reduced |
| Glassman Wealth Services | 27 | $3.24K | 0.00% | −5−15.6% | Reduced |
| Earnest Partners LLC | 27 | $3.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $3.48K | 0.00% | +11+61.1% | Added |
| Farmers & Merchants Investments Inc | 30 | $3.60K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $3.60K | 0.00% | +17+130.8% | Added |
| Raleigh Capital Management Inc. | 31 | $3.75K | 0.00% | +31 | New |
| SRS Capital Advisors, Inc. | 32 | $3.84K | 0.00% | +32 | New |
| Versant Capital Management, Inc | 37 | $4.43K | 0.00% | +6+19.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 38 | $4.56K | 0.00% | +38 | New |
| Benjamin F. Edwards & Company, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 43 | $5.38K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 48 | $5.76K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 51 | $6.12K | 0.00% | −1−1.9% | Reduced |
| IFP Advisors, Inc | 67 | $6.30K | 0.00% | −408−85.9% | Reduced |
| FIL Ltd | 53 | $6.36K | 0.00% | −234−81.5% | Reduced |
| SOA Wealth Advisors, LLC. | 54 | $6.51K | 0.00% | −20−27.0% | Reduced |
| West Paces Advisors Inc. | 62 | $7.44K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 77 | $9.00K | 0.01% | +1+1.3% | Added |
| ING Groep NV | 77 | $9.24K | 0.00% | −3,906−98.1% | Reduced |
| Smithfield Trust Co | 95 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 102 | $12.0K | 0.00% | +49+92.5% | Added |
| Allworth Financial LP | 122 | $14.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 125 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 145 | $17.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 162 | $19.5K | 0.01% | −22−12.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 167 | $20.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 172 | $20.7K | 0.01% | +172 | New |
| Belpointe Asset Management LLC | 173 | $20.8K | 0.00% | +171+8,550.0% | Added |
| Northwestern Mutual Wealth Management Co | 177 | $21.3K | 0.00% | −5−2.7% | Reduced |
| Laurel Wealth Advisors LLC | 181 | $21.7K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 226 | $27.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 226 | $27.1K | 0.00% | −15−6.2% | Reduced |
| Achmea Investment Management B.V. | 247 | $29.0K | 0.00% | −10,424−97.7% | Reduced |
| Ellevest, Inc. | 244 | $29.3K | 0.00% | +229+1,526.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 281 | $34.0K | 0.00% | −3,210−92.0% | Reduced |
| Capstone Investment Advisors, LLC | 287 | $34.5K | 0.00% | +287 | New |
| TFC Financial Management | 299 | $35.9K | 0.01% | +299 | New |
| Desjardins Global Asset Management Inc. | 305 | $37.0K | 0.00% | +305 | New |
| Acadian Asset Management LLC | 337 | $40.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 337 | $40.5K | 0.00% | +337 | New |
| Sentry Investment Management LLC | 365 | $44.0K | 0.02% | −25−6.4% | Reduced |
| Gradient Investments LLC | 379 | $45.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 422 | $50.7K | 0.01% | −16−3.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 423 | $50.8K | 0.01% | +423 | New |
| Arcadia Investment Management Corp | 430 | $51.6K | 0.01% | −60−12.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 474 | $56.9K | 0.00% | +474 | New |
| Quent Capital, LLC | 497 | $59.6K | 0.01% | −12−2.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 496 | $60.0K | 0.02% | +1+0.2% | Added |
| CWM, LLC | 529 | $64.0K | 0.00% | +79+17.6% | Added |
| Advisory Services Network, LLC | 555 | $66.6K | 0.00% | −107−16.2% | Reduced |
| Valley National Advisers Inc | 705 | $83.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 728 | $87.4K | 0.01% | +15+2.1% | Added |
| Ameritas Investment Partners, Inc. | 747 | $89.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 749 | $89.9K | 0.00% | −14−1.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 899 | $108.0K | 0.00% | −66−6.8% | Reduced |
| Counterpoint Mutual Funds LLC | 937 | $112.5K | 0.10% | +937 | New |
| Robeco Institutional Asset Management B.V. | 969 | $116.3K | 0.00% | −7,306−88.3% | Reduced |
| Horizon Investments, LLC | 996 | $119.6K | 0.00% | +996 | New |
| Ci Investments Inc. | 1,029 | $124.0K | 0.00% | +6+0.6% | Added |
| Machina Capital S.A.S. | 1,115 | $133.9K | 0.12% | +1,115 | New |
| Ronald Blue Trust, Inc. | 1,099 | $137.0K | 0.00% | +126+12.9% | Added |
| Ameritas Advisory Services, LLC | 1,170 | $140.5K | 0.01% | +1,170 | New |
| Thomas White International Ltd | 1,180 | $141.7K | 0.03% | 00.0% | Unchanged |
