| Eaton Vance Management | 345 | $0 | 0.00% | +101+41.4% | Added |
| Clearview Wealth Advisors LLC | 1 | $0 | 0.00% | −59−98.3% | Reduced |
| FMR LLC | 2 | $0 | 0.00% | −5−71.4% | Reduced |
| Raffa Wealth Management, LLC | 1 | $231 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −3−60.0% | Reduced |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 4 | $1.00K | 0.00% | +4 | New |
| Cordant, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 3 | $1.00K | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Prentice Wealth Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 13 | $3.00K | 0.00% | +13 | New |
| Johnson Midwest Financial, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Ellevest, Inc. | 17 | $4.00K | 0.00% | +17 | New |
| Glen Eagle Advisors, LLC | 20 | $4.62K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 25 | $6.00K | 0.00% | +25 | New |
| Heritage Wealth Advisors | 29 | $6.60K | 0.00% | +1+3.6% | Added |
| Harbor Investment Advisory, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 30 | $7.00K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 29 | $7.00K | 0.00% | +11+61.1% | Added |
| Parallel Advisors, LLC | 34 | $8.00K | 0.00% | −1−2.9% | Reduced |
| Kozak & Associates, Inc. | 28 | $8.00K | 0.00% | +28 | New |
| Banque Cantonale Vaudoise | 33 | $8.00K | 0.00% | +33 | New |
| Halpern Financial, Inc. | 36 | $8.32K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $9.00K | 0.01% | +40 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 48 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 47 | $11.0K | 0.00% | +5+11.9% | Added |
| Trustcore Financial Services, LLC | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $12.0K | 0.00% | +50 | New |
| Winch Advisory Services, LLC | 51 | $12.0K | 0.00% | +51 | New |
| Gables Capital Management Inc. | 50 | $12.0K | 0.01% | +50 | New |
| Robbins Farley LLC | 50 | $12.0K | 0.01% | +50 | New |
| Baystate Wealth Management LLC | 54 | $13.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 57 | $13.0K | 0.00% | +1+1.8% | Added |
| Sugarloaf Wealth Management, LLC | 64 | $15.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 64 | $15.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 68 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 71 | $16.0K | 0.00% | +22+44.9% | Added |
| TCI Wealth Advisors, Inc. | 76 | $18.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 76 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 82 | $19.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 80 | $19.0K | 0.00% | +45+128.6% | Added |
| HBC Financial Services, PLLC | 87 | $20.0K | 0.01% | −88−50.3% | Reduced |
| Zions Bancorporation, N.A. | 92 | $21.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 98 | $22.7K | 0.00% | +98 | New |
| First Manhattan Co | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 100 | $23.0K | 0.00% | +100 | New |
| Credit Agricole S A | 103 | $24.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 110 | $25.0K | 0.00% | +41+59.4% | Added |
| Canada Pension Plan Investment Board | 112 | $26.0K | 0.00% | +112 | New |
| Horizon Financial Services, LLC | 120 | $28.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 126 | $29.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 125 | $29.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 144 | $33.0K | 0.00% | −14−8.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 125 | $33.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 147 | $33.0K | 0.01% | +70+90.9% | Added |
| Wagner Wealth Management, LLC | 126 | $33.0K | 0.03% | +126 | New |
| RPG Investment Advisory, LLC | 148 | $34.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 150 | $35.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 150 | $35.0K | 0.02% | +150 | New |
| Ci Investments Inc. | 154 | $36.0K | 0.00% | +12+8.5% | Added |
| Private Capital Group, LLC | 165 | $38.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 165 | $38.0K | 0.02% | +165 | New |
| CKW Financial Group | 173 | $41.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 200 | $46.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 200 | $46.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 203 | $46.0K | 0.00% | +6+3.0% | Added |
| Rockbridge Investment Management, LCC | 206 | $48.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 211 | $49.0K | 0.00% | −79−27.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 218 | $50.0K | 0.03% | −47−17.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 220 | $50.9K | 0.00% | −325−59.6% | Reduced |
| Heritage Wealth Management, LLC | 230 | $53.0K | 0.02% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 250 | $58.0K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 260 | $60.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 268 | $62.0K | 0.03% | +268 | New |
| Fieldpoint Private Securities, LLC | 297 | $69.0K | 0.02% | −9−2.9% | Reduced |
| Huntington National Bank | 300 | $69.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 300 | $69.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 300 | $69.0K | 0.00% | +1+0.3% | Added |
| JFS Wealth Advisors, LLC | 300 | $69.0K | 0.01% | +300 | New |
| Larson Financial Group LLC | 331 | $77.0K | 0.02% | +1+0.3% | Added |
| Sutton Wealth Advisors Inc. | 348 | $80.4K | 0.03% | +21+6.4% | Added |
| Allworth Financial LP | 379 | $88.0K | 0.00% | +359+1,795.0% | Added |
| Clearstead Advisors, LLC | 385 | $89.0K | 0.01% | 00.0% | Unchanged |