| Private Capital Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $90 | 0.00% | – | – |
| Fieldpoint Private Securities, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 11 | $1.00K | 0.00% | +11 | New |
| MCF Advisors LLC | 16 | $1.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 26 | $2.00K | 0.00% | +5+23.8% | Added |
| GoalVest Advisory LLC | 21 | $2.00K | 0.00% | +21 | New |
| McIlrath & Eck, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 33 | $3.00K | 0.00% | +33 | New |
| Moisand Fitzgerald Tamayo, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Disciplined Investments, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Newbridge Financial Services Group, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Sandy Spring Bank | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 47 | $4.00K | 0.00% | +1+2.2% | Added |
| PFG Private Wealth Management, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 41 | $4.00K | 0.00% | +41 | New |
| Larson Financial Group LLC | 53 | $5.00K | 0.00% | +53 | New |
| Earnest Partners LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 71 | $6.00K | 0.00% | +10+16.4% | Added |
| Cordant, Inc. | 61 | $6.00K | 0.00% | +61 | New |
| Versant Capital Management, Inc | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $8.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 83 | $8.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 104 | $9.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 96 | $9.00K | 0.00% | +50+108.7% | Added |
| JFS Wealth Advisors, LLC | 100 | $9.00K | 0.00% | +59+143.9% | Added |
| CenterStar Asset Management, LLC | – | $10.0K | 0.01% | – | – |
| Systematic Financial Management LP | 115 | $10.0K | 0.00% | −20−14.8% | Reduced |
| Spectrum Management Group, LLC | 116 | $10.0K | 0.00% | +1+0.9% | Added |
| Sageworth Trust Co | 120 | $11.0K | 0.00% | −473−79.8% | Reduced |
| Global Retirement Partners, LLC | 142 | $11.0K | 0.00% | −435−75.4% | Reduced |
| Tarbox Family Office, Inc. | 117 | $11.0K | 0.00% | −6−4.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 128 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 140 | $13.0K | 0.01% | −450−76.3% | Reduced |
| Northwest Investment Counselors, LLC | 143 | $13.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 141 | $13.0K | 0.00% | +141 | New |
| Capital Advisors, Ltd. LLC | 160 | $14.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 157 | $14.2K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 170 | $15.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 206 | $19.0K | 0.00% | +14+7.3% | Added |
| GHP Investment Advisors, Inc. | 211 | $19.0K | 0.00% | +211 | New |
| Washington Trust Co | 220 | $20.0K | 0.00% | −5−2.2% | Reduced |
| KB Financial Partners, LLC | 223 | $20.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 217 | $20.0K | 0.00% | +77+55.0% | Added |
| State of Wyoming | 223 | $20.0K | 0.01% | +223 | New |
| First Horizon Advisors, Inc. | 254 | $23.0K | 0.00% | −1,417−84.8% | Reduced |
| Concord Wealth Partners | 259 | $23.0K | 0.01% | −27−9.4% | Reduced |
| Cambridge Trust Co | 250 | $23.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 260 | $24.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 285 | $26.0K | 0.01% | +67+30.7% | Added |
| Quent Capital, LLC | 306 | $28.0K | 0.01% | +228+292.3% | Added |
| Fortitude Advisory Group L.L.C. | 326 | $29.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 330 | $30.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 332 | $30.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 340 | $30.0K | 0.01% | +340 | New |
| American Portfolios Advisors | 335 | $30.3K | 0.00% | +335 | New |
| Oliver Lagore Vanvalin Investment Group | 346 | $31.0K | 0.02% | +346 | New |
| Center for Financial Planning, Inc. | 364 | $33.0K | 0.01% | −239−39.6% | Reduced |
| TCI Wealth Advisors, Inc. | 363 | $33.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 358 | $33.0K | 0.00% | +39+12.2% | Added |
| Brown Brothers Harriman & Co | 377 | $34.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 371 | $34.0K | 0.00% | +18+5.1% | Added |
| Zions Bancorporation, N.A. | 401 | $36.0K | 0.00% | −31−7.2% | Reduced |
| Kings Point Capital Management | 400 | $36.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 400 | $36.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 425 | $38.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 445 | $40.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 450 | $41.0K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 463 | $43.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 520 | $47.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 546 | $49.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 550 | $49.7K | 0.02% | +550 | New |
| Credit Agricole S A | 605 | $55.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 614 | $56.0K | 0.03% | +614 | New |
| NuWave Investment Management, LLC | 637 | $58.0K | 0.08% | +9+1.4% | Added |
| Lazard Asset Management LLC | 655 | $59.0K | 0.00% | −823−55.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 654 | $59.0K | 0.00% | +455+228.6% | Added |
| Parkside Investments, LLC | 706 | $63.0K | 0.01% | +706 | New |
| Creative Financial Designs Inc | 716 | $65.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 753 | $68.0K | 0.01% | −59−7.3% | Reduced |
| Aquatic Capital Management LLC | 800 | $72.0K | 0.11% | +400+100.0% | Added |
| TD Private Client Wealth LLC | 831 | $75.1K | 0.00% | +63+8.2% | Added |
| DuPont Capital Management Corp | 851 | $77.0K | 0.00% | −192−18.4% | Reduced |
| Sageworth Trust Co of South Dakota | 911 | $82.0K | 0.15% | −1,058−53.7% | Reduced |
| Umb Bank N A | 948 | $86.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 974 | $88.0K | 0.00% | −703−41.9% | Reduced |
| Sentry Investment Management LLC | 1,044 | $94.0K | 0.03% | +1,044 | New |
| Deseret Mutual Benefit Administrators | 1,064 | $96.0K | 0.02% | −316−22.9% | Reduced |