| Patriot Financial Group Insurance Agency, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Cribstone Capital Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Sutton Wealth Advisors Inc. | 7 | $792 | 0.00% | +6+600.0% | Added |
| Longfellow Investment Management Co LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Benjamin Edwards Inc | 11 | $1.00K | 0.00% | +11 | New |
| Heritage Financial Services, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $2.00K | 0.00% | −13−40.6% | Reduced |
| GW&K Investment Management, LLC | 16 | $2.00K | 0.00% | −7−30.4% | Reduced |
| TCI Wealth Advisors, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $2.00K | 0.00% | +4+25.0% | Added |
| Sageworth Trust Co of South Dakota | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 14 | $2.00K | 0.00% | +6+75.0% | Added |
| First Horizon Advisors, Inc. | 36 | $3.00K | 0.00% | +3+9.1% | Added |
| Ronald Blue Trust, Inc. | 32 | $3.00K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 23 | $3.00K | 0.00% | +23 | New |
| Earnest Partners LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 37 | $4.00K | 0.00% | +18+94.7% | Added |
| Sargent Bickham Lagudis LLC | 35 | $4.00K | 0.00% | +35 | New |
| Steward Financial Group LLC | 36 | $4.00K | 0.00% | +36 | New |
| Morton Brown Family Wealth, LLC | 36 | $4.00K | 0.00% | +36 | New |
| Rise Advisors, LLC | 47 | $5.00K | 0.01% | −10−17.5% | Reduced |
| MV Capital Management, Inc. | 46 | $5.00K | 0.00% | +35+318.2% | Added |
| Allworth Financial LP | 48 | $5.00K | 0.00% | +45+1,500.0% | Added |
| Covington Capital Management | 45 | $5.00K | 0.00% | +45 | New |
| Anchor Investment Management, LLC | 50 | $5.66K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $5.66K | 0.00% | +50 | New |
| FinTrust Capital Advisors, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 53 | $6.00K | 0.00% | +53 | New |
| Front Row Advisors LLC | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 60 | $7.00K | 0.00% | +42+233.3% | Added |
| Capital Advisors, Ltd. LLC | 67 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 72 | $8.00K | 0.00% | +40+125.0% | Added |
| Loomis Sayles & Co L P | 71 | $8.00K | 0.00% | +71 | New |
| TD Private Client Wealth LLC | 71 | $8.04K | 0.00% | −24−25.3% | Reduced |
| American Portfolios Advisors | 72 | $8.15K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 78 | $9.00K | 0.00% | −799−91.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 92 | $10.0K | 0.00% | −461−83.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 85 | $10.0K | 0.00% | −352−80.5% | Reduced |
| Close Asset Management Ltd | 88 | $10.0K | 0.00% | −57−39.3% | Reduced |
| Prestige Wealth Management Group LLC | 82 | $10.0K | 0.00% | +31+60.8% | Added |
| Hillsdale Investment Management Inc. | 100 | $11.0K | 0.00% | −4,100−97.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $11.0K | 0.00% | −75−42.9% | Reduced |
| Adirondack Trust Co | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 100 | $11.3K | 0.00% | +100 | New |
| Plante Moran Financial Advisors, LLC | 102 | $12.0K | 0.00% | +102 | New |
| Parkside Financial Bank & Trust | 111 | $13.0K | 0.00% | +73+192.1% | Added |
| Zions Bancorporation, N.A. | 145 | $16.0K | 0.00% | +98+208.5% | Added |
| TD Waterhouse Canada Inc. | 140 | $16.0K | 0.00% | −109−43.8% | Reduced |
| Lindbrook Capital, LLC | 152 | $17.0K | 0.00% | −2−1.3% | Reduced |
| Pacer Advisors, Inc. | 169 | $19.0K | 0.00% | −5,266−96.9% | Reduced |
| Riverview Trust Co | 173 | $20.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $23.0K | 0.00% | +200 | New |
| JJJ Advisors Inc. | 194 | $24.0K | 0.01% | +20+11.5% | Added |
| Clear Street Markets LLC | 223 | $25.0K | 0.01% | +179+406.8% | Added |
| JFS Wealth Advisors, LLC | 229 | $26.0K | 0.00% | +40+21.2% | Added |
| Islay Capital Management, LLC | 250 | $28.0K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 268 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 271 | $30.0K | 0.00% | +271 | New |
| CX Institutional | 266 | $30.0K | 0.00% | +266 | New |
| Harvest Fund Management Co., Ltd | 272 | $31.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 285 | $32.0K | 0.09% | −3,095−91.6% | Reduced |
| SeaCrest Wealth Management, LLC | 300 | $34.0K | 0.00% | +300 | New |
| Bessemer Group Inc | 306 | $35.0K | 0.00% | +211+222.1% | Added |
| Brewin Dolphin Ltd | 340 | $38.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 348 | $39.0K | 0.00% | −3,946−91.9% | Reduced |
| Quadrant Capital Group LLC | 343 | $39.0K | 0.01% | +39+12.8% | Added |
| Prospera Financial Services Inc | 381 | $43.0K | 0.00% | +1+0.3% | Added |
| Birch Capital Management, LLC | 391 | $44.3K | 0.03% | −178−31.3% | Reduced |
| Farmers & Merchants Investments Inc | 410 | $46.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 413 | $47.0K | 0.00% | +413 | New |
| Trustcore Financial Services, LLC | 447 | $51.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 483 | $55.0K | 0.00% | +39+8.8% | Added |
| Arcadia Investment Management Corp | 500 | $57.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 518 | $59.0K | 0.00% | −134−20.6% | Reduced |
| Quent Capital, LLC | 522 | $59.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 555 | $63.0K | 0.00% | +555 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $68.0K | 0.01% | −600−50.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 606 | $69.0K | 0.04% | +606 | New |
| Sentry Investment Management LLC | 672 | $76.0K | 0.03% | −131−16.3% | Reduced |
| Fifth Third Bancorp | 711 | $80.0K | 0.00% | −320−31.0% | Reduced |
| Private Trust Co NA | 730 | $83.0K | 0.01% | +730 | New |
| Parallel Advisors, LLC | 779 | $88.0K | 0.00% | −130−14.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 907 | $103.0K | 0.00% | +1+0.1% | Added |
| Brown Brothers Harriman & Co | 955 | $108.0K | 0.00% | −9−0.9% | Reduced |
| Covestor Ltd | 974 | $110.0K | 0.09% | +100+11.4% | Added |
| C M Bidwell & Associates Ltd | 985 | $111.0K | 0.09% | −6−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 1,043 | $118.0K | 0.00% | −9,391−90.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,090 | $123.4K | 0.00% | −33,928−96.9% | Reduced |
| Trust Co of Vermont | 1,193 | $135.0K | 0.01% | +1,193 | New |
| Ameritas Investment Partners, Inc. | 1,329 | $150.0K | 0.01% | −155−10.4% | Reduced |
