| Marquette Asset Management, LLC | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $328 | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 7 | $1.00K | 0.00% | +7 | New |
| Global Wealth Management Investment Advisory, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| GoalVest Advisory LLC | 4 | $1.00K | 0.00% | +4 | New |
| CFS Investment Advisory Services, LLC | 86,506 | $1.00K | 0.00% | +86,506 | New |
| Tarbox Family Office, Inc. | 10 | $2.00K | 0.00% | −75−88.2% | Reduced |
| Sageworth Trust Co of South Dakota | 11 | $2.00K | 0.00% | −60−84.5% | Reduced |
| HM Payson & Co | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $2.00K | 0.00% | −2−12.5% | Reduced |
| HighMark Wealth Management LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $2.00K | 0.00% | +1+10.0% | Added |
| Lee Financial Co | 12 | $2.00K | 0.00% | +7+140.0% | Added |
| Sound Income Strategies, LLC | 11 | $2.00K | 0.00% | +4+57.1% | Added |
| Pittenger & Anderson Inc | 12 | $2.00K | 0.00% | +12 | New |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | +10 | New |
| MCF Advisors LLC | 11 | $2.00K | 0.00% | +11 | New |
| Disciplined Investments, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Sutton Wealth Advisors Inc. | 13 | $2.14K | 0.00% | −11−45.8% | Reduced |
| Surevest, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $3.00K | 0.00% | +7+50.0% | Added |
| Versant Capital Management, Inc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $3.00K | 0.00% | +13+433.3% | Added |
| Cordant, Inc. | 19 | $3.00K | 0.00% | +19 | New |
| Beacon Capital Management, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Ranger Investment Management, L.P. | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 24 | $4.00K | 0.00% | +16+200.0% | Added |
| Raleigh Capital Management Inc. | 27 | $4.00K | 0.00% | +27 | New |
| Asset Dedication, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 37 | $6.00K | 0.00% | +37 | New |
| Hartford Financial Management Inc. | 37 | $6.00K | 0.00% | +37 | New |
| Capital Advisory Group Advisory Services, LLC | 35 | $6.00K | 0.00% | +35 | New |
| Leonteq Securities AG | 37 | $6.08K | 0.00% | +13+54.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $7.24K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 51 | $8.00K | 0.00% | −151−74.8% | Reduced |
| JFS Wealth Advisors, LLC | 52 | $9.00K | 0.00% | +33+173.7% | Added |
| Harbor Investment Advisory, LLC | 54 | $9.00K | 0.00% | +54 | New |
| Corbenic Partners LLC | 62 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 60 | $10.0K | 0.00% | +60 | New |
| Professional Financial Advisors, LLC | 64 | $11.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 74 | $12.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 70 | $12.0K | 0.00% | +70 | New |
| Aspire Private Capital, LLC | 78 | $13.0K | 0.00% | −3,733−98.0% | Reduced |
| Core Alternative Capital | 78 | $13.0K | 0.00% | +41+110.8% | Added |
| Evoke Wealth, LLC | 82 | $13.0K | 0.00% | +67+446.7% | Added |
| EverSource Wealth Advisors, LLC | 98 | $16.0K | 0.00% | −613−86.2% | Reduced |
| South State Corp. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 99 | $16.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 116 | $19.0K | 0.00% | +116 | New |
| Proffitt & Goodson Inc | 119 | $20.0K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 121 | $20.0K | 0.01% | +121 | New |
| Dark Forest Capital Management LP | 134 | $22.0K | 0.01% | −51−27.6% | Reduced |
| Cambridge Trust Co | 137 | $23.0K | 0.00% | −355−72.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 139 | $23.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 148 | $24.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 147 | $24.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 152 | $25.0K | 0.00% | −1,081−87.7% | Reduced |
| Clearview Wealth Advisors LLC | 160 | $26.0K | 0.02% | −29−15.3% | Reduced |
| CVA Family Office, LLC | 160 | $26.0K | 0.01% | +130+433.3% | Added |
| Covestor Ltd | 165 | $27.0K | 0.02% | +55+50.0% | Added |
| Riverview Trust Co | 165 | $27.0K | 0.02% | +165 | New |
| San Luis Wealth Advisors LLC | 150 | $28.0K | 0.01% | +150 | New |
| Plante Moran Financial Advisors, LLC | 174 | $29.0K | 0.01% | −76−30.4% | Reduced |
| FinTrust Capital Advisors, LLC | 176 | $29.0K | 0.01% | −49−21.8% | Reduced |
| Baystate Wealth Management LLC | 179 | $29.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 175 | $29.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 186 | $30.0K | 0.00% | −103−35.6% | Reduced |
| MV Capital Management, Inc. | 188 | $31.0K | 0.00% | +80+74.1% | Added |
| Tilia Fiduciary Partners, Inc. | 194 | $32.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 200 | $33.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $33.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 200 | $33.0K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $33.0K | 0.02% | – | New |
| Parkside Financial Bank & Trust | 229 | $37.0K | 0.01% | +13+6.0% | Added |
| Zions Bancorporation, N.A. | 225 | $37.0K | 0.00% | +117+108.3% | Added |
| Glassman Wealth Services | 239 | $39.0K | 0.01% | +14+6.2% | Added |
| Clear Investment Research, LLC | 250 | $41.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 259 | $43.0K | 0.00% | +18+7.5% | Added |
| Montag A & Associates Inc | 277 | $46.0K | 0.00% | −25−8.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 295 | $49.0K | 0.01% | +29+10.9% | Added |
| Gemmer Asset Management LLC | 306 | $50.0K | 0.01% | +9+3.0% | Added |
| Koshinski Asset Management, Inc. | 328 | $53.9K | 0.00% | −46−12.3% | Reduced |
| Covington Capital Management | 326 | $54.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 331 | $54.4K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 333 | $55.0K | 0.00% | −47−12.4% | Reduced |