| Assetmark, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Householder Group Estate & Retirement Specialist, LLC | 6 | $0 | 0.00% | +6 | New |
| National Pension Service | 2 | $94 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 13 | $613 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $1.00K | 0.00% | −400−96.2% | Reduced |
| AdvisorNet Financial, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 29 | $1.00K | 0.00% | +29 | New |
| Newbridge Financial Services Group, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 34 | $1.60K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 53 | $2.00K | 0.00% | +1+1.9% | Added |
| MCF Advisors LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 43 | $2.00K | 0.00% | +43 | New |
| Bellwether Advisors, LLC | 60 | $2.00K | 0.00% | +60 | New |
| SJS Investment Consulting Inc. | 34 | $2.00K | 0.00% | +34 | New |
| Glen Eagle Advisors, LLC | 47 | $2.19K | 0.00% | +31+193.8% | Added |
| Disciplined Investments, LLC | 68 | $3.00K | 0.00% | −11−13.9% | Reduced |
| Loomis Sayles & Co L P | 73 | $3.00K | 0.00% | +32+78.0% | Added |
| MV Capital Management, Inc. | 58 | $3.00K | 0.00% | +6+11.5% | Added |
| Sofos Investments, Inc. | 47 | $3.00K | 0.00% | +47 | New |
| Center for Financial Planning, Inc. | 61 | $3.00K | 0.00% | +61 | New |
| Earnest Partners LLC | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 93 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 76 | $4.00K | 0.00% | +18+31.0% | Added |
| Centerpoint Advisors, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 98 | $5.00K | 0.00% | +13+15.3% | Added |
| Capital Advisors, Ltd. LLC | 100 | $5.00K | 0.00% | +67+203.0% | Added |
| Axiom Investment Management LLC | 100 | $5.00K | 0.01% | +100 | New |
| Trustcore Financial Services, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 137 | $6.00K | 0.00% | +25+22.3% | Added |
| Mizuho Securities Co. Ltd. | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 151 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6,611 | $7.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 171 | $8.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 167 | $8.00K | 0.01% | +24+16.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 193 | $9.00K | 0.00% | −1,200−86.1% | Reduced |
| Column Capital Advisors, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 210 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 183 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 182 | $9.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 205 | $10.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 215 | $10.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 208 | $10.0K | 0.00% | +18+9.5% | Added |
| Massmutual Trust Co FSB | 222 | $10.0K | 0.00% | +93+72.1% | Added |
| Cary Street Partners Asset Management LLC | 212 | $10.0K | 0.00% | +212 | New |
| American Portfolios Advisors | 220 | $10.4K | 0.00% | −523−70.4% | Reduced |
| Bartlett & Co. LLC | 236 | $11.0K | 0.00% | −43−15.4% | Reduced |
| Quent Capital, LLC | 238 | $11.0K | 0.00% | +52+28.0% | Added |
| Johnson Midwest Financial, LLC | 232 | $11.0K | 0.04% | +126+118.9% | Added |
| Bartlett & Co. Wealth Management LLC | 236 | $11.1K | 0.00% | −43−15.4% | Reduced |
| First Personal Financial Services | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 225 | $12.0K | 0.00% | +36+19.0% | Added |
| Jones Financial Companies LLLP | 250 | $12.0K | 0.00% | +250 | New |
| Citizens National Bank Trust Department | 280 | $13.0K | 0.00% | −3−1.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 271 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 268 | $13.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 301 | $14.0K | 0.01% | −2,320−88.5% | Reduced |
| Coston, McIsaac & Partners | 314 | $14.0K | 0.01% | +2+0.6% | Added |
| Clearstead Advisors, LLC | 290 | $14.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 291 | $14.0K | 0.00% | +1+0.3% | Added |
| TSFG, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 305 | $14.0K | 0.00% | +44+16.9% | Added |
| Allworth Financial LP | 318 | $15.0K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 319 | $15.0K | 0.00% | +319 | New |
| Zions Bancorporation, N.A. | 345 | $16.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 370 | $17.0K | 0.00% | −20−5.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 377 | $18.0K | 0.00% | +377 | New |
| HM Payson & Co | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 401 | $19.0K | 0.00% | +1+0.3% | Added |
| Barrett & Company, Inc. | 340 | $19.3K | 0.01% | +340 | New |
| TD Private Client Wealth LLC | 417 | $19.6K | 0.00% | +76+22.3% | Added |
| Prestige Wealth Management Group LLC | 420 | $20.0K | 0.01% | −4−0.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 437 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 458 | $22.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 464 | $22.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 460 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 474 | $23.0K | 0.02% | +4+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 510 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 506 | $24.0K | 0.00% | +27+5.6% | Added |
| Old North State Trust, LLC | 520 | $25.0K | 0.02% | +520 | New |
| EverSource Wealth Advisors, LLC | 536 | $26.0K | 0.01% | +294+121.5% | Added |
| Exos TFP Holdings LLC | 555 | $26.0K | 0.01% | +555 | New |
| Roble, Belko & Company, Inc | 579 | $27.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 615 | $28.0K | 0.00% | −3,360−84.5% | Reduced |
| Core Wealth Advisors, Inc. | 665 | $31.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 654 | $31.0K | 0.00% | +578+760.5% | Added |
| Beaird Harris Wealth Management, LLC | 650 | $31.0K | 0.01% | +650 | New |
| Sutton Wealth Advisors Inc. | 692 | $32.6K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 699 | $33.0K | 0.00% | −851−54.9% | Reduced |
| Oakworth Capital, Inc. | 700 | $33.0K | 0.00% | 00.0% | Unchanged |