| Allspring Global Investments Holdings, LLC | 13 | $0 | 0.00% | −299−95.8% | Reduced |
| TCI Wealth Advisors, Inc. | 4 | $0 | 0.00% | −4−50.0% | Reduced |
| Stonebridge Capital Advisors LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | +1 | New |
| EdgeRock Capital LLC | 4 | $0 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 6 | $443 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 15 | $1.00K | 0.00% | −8−34.8% | Reduced |
| Schubert & Co | 13 | $1.00K | 0.00% | −10−43.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $1.00K | 0.00% | −1−9.1% | Reduced |
| Disciplined Investments, LLC | 14 | $1.00K | 0.00% | +7+100.0% | Added |
| AdvisorNet Financial, Inc | 10 | $1.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Anchor Investment Management, LLC | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 30 | $2.00K | 0.00% | −2,443−98.8% | Reduced |
| Simplex Trading, LLC | 31 | $2.00K | 0.00% | −706−95.8% | Reduced |
| Bell Investment Advisors, Inc | 21 | $2.00K | 0.00% | −64−75.3% | Reduced |
| Carolinas Wealth Consulting LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 31 | $2.00K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 29 | $2.14K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $3.00K | 0.00% | +14+45.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 54 | $4.00K | 0.00% | −117−68.4% | Reduced |
| Zions Bancorporation, N.A. | 54 | $4.00K | 0.00% | −21−28.0% | Reduced |
| Halpern Financial, Inc. | 59 | $4.35K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 67 | $5.00K | 0.00% | −32−32.3% | Reduced |
| Baillie Gifford & Co | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 65 | $5.00K | 0.00% | −3−4.4% | Reduced |
| Estabrook Capital Management | 73 | $5.39K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 81 | $5.98K | 0.00% | −21−20.6% | Reduced |
| JFS Wealth Advisors, LLC | 82 | $6.00K | 0.00% | −61−42.7% | Reduced |
| Farmers & Merchants Investments Inc | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 80 | $6.00K | 0.01% | +80 | New |
| Plante Moran Financial Advisors, LLC | 97 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 93 | $7.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 102 | $7.00K | 0.00% | +36+54.5% | Added |
| Parkside Financial Bank & Trust | 102 | $8.00K | 0.00% | −39−27.7% | Reduced |
| Pinnacle Bancorp, Inc. | 110 | $8.00K | 0.00% | −9−7.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 103 | $8.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 125 | $9.00K | 0.00% | −45−26.5% | Reduced |
| Glassman Wealth Services | 125 | $9.00K | 0.00% | +21+20.2% | Added |
| IFP Advisors, Inc | 119 | $9.00K | 0.00% | +14+13.3% | Added |
| Trustcore Financial Services, LLC | 127 | $9.00K | 0.00% | +127 | New |
| Heritage Wealth Advisors | 122 | $9.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 133 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 80 | $10.0K | 0.00% | +10+14.3% | Added |
| Fifth Third Bancorp | 139 | $10.0K | 0.00% | +87+167.3% | Added |
| Coastal Investment Advisors, Inc. | 137 | $10.0K | 0.00% | +137 | New |
| Global Retirement Partners, LLC | 126 | $11.0K | 0.00% | +15+13.5% | Added |
| Wolff Wiese Magana LLC | 174 | $12.0K | 0.01% | −1−0.6% | Reduced |
| Huntington National Bank | 165 | $12.0K | 0.00% | +17+11.5% | Added |
| Ci Investments Inc. | 169 | $12.0K | 0.00% | +153+956.3% | Added |
| Howe & Rusling Inc | 161 | $12.0K | 0.00% | +161 | New |
| Atlantic Trust, LLC | 185 | $14.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $15.0K | 0.00% | −700−77.8% | Reduced |
| Quadrant Capital Group LLC | 199 | $15.0K | 0.00% | −82−29.2% | Reduced |
| Meeder Asset Management Inc | 200 | $15.0K | 0.00% | +12+6.4% | Added |
| Northwest Investment Counselors, LLC | 211 | $16.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 230 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 235 | $17.0K | 0.00% | −35−13.0% | Reduced |
| FourThought Financial, LLC | 229 | $17.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 247 | $18.0K | 0.01% | −786−76.1% | Reduced |
| CVA Family Office, LLC | 243 | $18.0K | 0.00% | −120−33.1% | Reduced |
| Almanack Investment Partners, LLC. | 230 | $18.0K | 0.00% | +230 | New |
| Alaska Permanent Fund Corp | 271 | $20.0K | 0.00% | −64−19.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 278 | $21.0K | 0.00% | +29+11.6% | Added |
| Baldwin Brothers Inc | 309 | $23.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 313 | $24.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 333 | $25.0K | 0.00% | −16−4.6% | Reduced |
| Antonetti Capital Management LLC | 357 | $26.0K | 0.03% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 385 | $28.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 403 | $29.7K | 0.01% | −141−25.9% | Reduced |
| M&R Capital Management Inc | 414 | $30.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 429 | $32.0K | 0.01% | +17+4.1% | Added |
| Rosenberg Matthew Hamilton | 449 | $33.0K | 0.01% | +114+34.0% | Added |
| Nisa Investment Advisors, LLC | 465 | $36.0K | 0.00% | −2,460−84.1% | Reduced |
| Washington Trust Advisors, Inc. | 506 | $37.0K | 0.00% | −33−6.1% | Reduced |
| Lindbrook Capital, LLC | 548 | $40.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 545 | $40.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 607 | $45.0K | 0.00% | −126−17.2% | Reduced |
| Wipfli Financial Advisors LLC, | 612 | $45.0K | 0.00% | +612 | New |