| Gemmer Asset Management LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Addison Advisors LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $0 | 0.00% | +6 | New |
| CFS Investment Advisory Services, LLC | 13,617 | $0 | 0.00% | +13,617 | New |
| WestEnd Advisors, LLC | – | $145 | 0.00% | – | – |
| Global Financial Private Client, LLC | 17 | $619 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $1.00K | 0.00% | −6,297−99.7% | Reduced |
| First Manhattan Co | 46 | $1.00K | 0.00% | −300−86.7% | Reduced |
| Lenox Wealth Advisors, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 26 | $1.00K | 0.00% | +26 | New |
| Moisand Fitzgerald Tamayo, LLC | 24 | $1.00K | 0.00% | +24 | New |
| GoalVest Advisory LLC | 14 | $1.00K | 0.00% | +14 | New |
| Raleigh Capital Management Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Worth Asset Management, LLC | 24 | $1.00K | 0.00% | +24 | New |
| HM Payson & Co | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 52 | $2.00K | 0.00% | +38+271.4% | Added |
| Harvest Group Wealth Management, LLC | 60 | $2.00K | 0.00% | +60 | New |
| Disciplined Investments, LLC | 59 | $2.00K | 0.00% | +59 | New |
| SJS Investment Consulting Inc. | 65 | $2.00K | 0.00% | +65 | New |
| Psagot Value Holdings Ltd. / (Israel) | 62 | $2.00K | 0.00% | +62 | New |
| Beacon Capital Management, LLC | 53 | $2.00K | 0.00% | +53 | New |
| Atlas Capital Advisors LLC | 61 | $2.22K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 91 | $3.00K | 0.00% | −4−4.2% | Reduced |
| Schubert & Co | 69 | $3.00K | 0.00% | +22+46.8% | Added |
| Lee Financial Co | 74 | $3.00K | 0.00% | +64+640.0% | Added |
| Toth Financial Advisory Corp | 80 | $3.00K | 0.00% | +80 | New |
| Atticus Wealth Management, LLC | 72 | $3.00K | 0.00% | +72 | New |
| Sutton Wealth Advisors Inc. | 96 | $3.50K | 0.00% | +28+41.2% | Added |
| Focused Wealth Management, Inc | 108 | $4.00K | 0.00% | +1+0.9% | Added |
| Tortoise Investment Management, LLC | 113 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 120 | $4.00K | 0.00% | +1+0.8% | Added |
| Your Advocates Ltd., LLP | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 111 | $4.00K | 0.00% | +111 | New |
| Hexagon Capital Partners LLC | 145 | $5.00K | 0.00% | −61−29.6% | Reduced |
| Private Capital Group, LLC | 148 | $5.00K | 0.00% | −7−4.5% | Reduced |
| Covington Capital Management | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 142 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 130 | $5.00K | 0.00% | +130 | New |
| Charter Oak Capital Management, LLC | 145 | $5.00K | 0.00% | +145 | New |
| Tarbox Family Office, Inc. | 172 | $6.00K | 0.00% | −297−63.3% | Reduced |
| Ellevest, Inc. | 176 | $6.00K | 0.00% | −39−18.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 172 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 194 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 187 | $7.00K | 0.00% | +187 | New |
| Anchor Investment Management, LLC | 200 | $7.28K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 220 | $8.00K | 0.01% | −69−23.9% | Reduced |
| Atlantic Trust, LLC | 226 | $8.00K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 214 | $8.00K | 0.00% | +2+0.9% | Added |
| KB Financial Partners, LLC | 217 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 211 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 211 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 230 | $8.00K | 0.00% | +148+180.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 220 | $8.00K | 0.00% | +220 | New |
| MV Capital Management, Inc. | 248 | $9.00K | 0.00% | +6+2.5% | Added |
| GHP Investment Advisors, Inc. | 257 | $9.00K | 0.00% | +257 | New |
| Money Concepts Capital Corp | 287 | $10.0K | 0.00% | +287 | New |
| Graves-Light Private Wealth Management, Inc. | 314 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 291 | $11.0K | 0.00% | +291 | New |
| Tyler-Stone Wealth Management | 322 | $12.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 357 | $13.0K | 0.00% | +15+4.4% | Added |
| Costello Asset Management, INC | 350 | $13.0K | 0.01% | +350 | New |
| Sierra Capital LLC | 388 | $14.0K | 0.00% | −339−46.6% | Reduced |
| Clear Street Markets LLC | 371 | $14.0K | 0.00% | +371 | New |
| Raffa Wealth Management, LLC | 391 | $14.2K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 414 | $15.0K | 0.00% | +168+68.3% | Added |
| CVA Family Office, LLC | 420 | $15.0K | 0.00% | +210+100.0% | Added |
| Pinnacle Bancorp, Inc. | 442 | $16.0K | 0.01% | −132−23.0% | Reduced |
| Umb Bank N A | 424 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 440 | $16.0K | 0.00% | +35+8.6% | Added |
| Glassman Wealth Services | 472 | $17.0K | 0.00% | +40+9.3% | Added |
| Geneos Wealth Management Inc. | 506 | $18.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 499 | $18.0K | 0.01% | +1+0.2% | Added |
| Massmutual Trust Co FSB | 506 | $18.0K | 0.00% | +346+216.3% | Added |
| FinTrust Capital Advisors, LLC | 506 | $19.0K | 0.00% | −34−6.3% | Reduced |
| Neo Ivy Capital Management | 614 | $22.0K | 0.02% | −8,612−93.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 671 | $24.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 739 | $27.0K | 0.02% | +739 | New |
| Montag A & Associates Inc | 782 | $28.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 941 | $34.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 946 | $34.0K | 0.02% | +946 | New |
| South State Corp. | 965 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,000 | $36.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 1,025 | $37.0K | 0.02% | −5−0.5% | Reduced |
| SOA Wealth Advisors, LLC. | 1,083 | $39.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,114 | $41.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,179 | $43.0K | 0.00% | −2,644−69.2% | Reduced |
| Allworth Financial LP | 1,209 | $44.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,242 | $45.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,258 | $46.0K | 0.02% | −1,346−51.7% | Reduced |
| Covestor Ltd | 1,349 | $49.0K | 0.03% | +690+104.7% | Added |