| GW&K Investment Management, LLC | 9 | $0 | 0.00% | −5−35.7% | Reduced |
| Sofos Investments, Inc. | 1 | $54 | 0.00% | +1 | New |
| Quest Partners LLC | 2 | $101 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 4 | $202 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $252 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $252 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 7 | $353 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $554 | 0.00% | −8−42.1% | Reduced |
| Anchor Investment Management, LLC | 11 | $554 | 0.00% | +11 | New |
| Riggs Asset Managment Co. Inc. | 11 | $555 | 0.00% | +11 | New |
| True Wealth Design, LLC | 12 | $605 | 0.00% | +5+71.4% | Added |
| Dunhill Financial, LLC | 19 | $951 | 0.00% | +3+18.8% | Added |
| SJS Investment Consulting Inc. | 24 | $1.21K | 0.00% | −2−7.7% | Reduced |
| Northwest Capital Management Inc | 25 | $1.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $1.31K | 0.00% | −3−10.3% | Reduced |
| Sound Income Strategies, LLC | 29 | $1.46K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35 | $1.76K | 0.00% | −37−51.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 40 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 50 | $2.39K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $2.67K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 70 | $3.00K | 0.00% | −75−51.7% | Reduced |
| Fortitude Family Office, LLC | 62 | $3.13K | 0.00% | +41+195.2% | Added |
| Continuum Advisory, LLC | 63 | $3.26K | 0.00% | +63 | New |
| Manchester Capital Management LLC | 65 | $3.28K | 0.00% | −28−30.1% | Reduced |
| Sachetta, LLC | 65 | $3.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $3.48K | 0.00% | +11+19.0% | Added |
| Private Wealth Management Group, LLC | 74 | $3.73K | 0.00% | +74 | New |
| Guardian Wealth Management, Inc. | 75 | $3.77K | 0.00% | +1+1.4% | Added |
| Hexagon Capital Partners LLC | 75 | $3.78K | 0.00% | −171−69.5% | Reduced |
| Financial Management Professionals, Inc. | 87 | $4.00K | 0.00% | −531−85.9% | Reduced |
| Winch Advisory Services, LLC | 86 | $4.31K | 0.00% | +1+1.2% | Added |
| Elequin Capital LP | 89 | $4.49K | 0.00% | +89 | New |
| Brown Brothers Harriman & Co | 97 | $4.89K | 0.00% | −34−26.0% | Reduced |
| Ancora Advisors, LLC | 100 | $5.04K | 0.00% | +100 | New |
| Glen Eagle Advisors, LLC | 103 | $5.19K | 0.00% | −200−66.0% | Reduced |
| Tyler-Stone Wealth Management | 105 | $5.28K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 106 | $5.34K | 0.00% | +106 | New |
| Versant Capital Management, Inc | 111 | $5.59K | 0.00% | −1,482−93.0% | Reduced |
| Rothschild Investment LLC | 115 | $5.80K | 0.00% | −146−55.9% | Reduced |
| Pacifica Partners Inc. | 125 | $6.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 125 | $6.30K | 0.00% | −12−8.8% | Reduced |
| Financial Perspectives, Inc | 133 | $6.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 153 | $7.71K | 0.00% | −41−21.1% | Reduced |
| Pinnacle Bancorp, Inc. | 160 | $8.06K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 165 | $8.32K | 0.00% | +10+6.5% | Added |
| CVA Family Office, LLC | 178 | $8.97K | 0.00% | −40−18.3% | Reduced |
| SYSTM Wealth Solutions LLC | 191 | $9.63K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 193 | $9.73K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 222 | $11.2K | 0.00% | +222 | New |
| Keener Financial Planning LLC | 228 | $12.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 241 | $12.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 247 | $12.4K | 0.01% | +247 | New |
| Bullock Wealth Management Group | 251 | $12.5K | 0.01% | +251 | New |
| Washington Trust Co | 250 | $12.6K | 0.00% | +250 | New |
| Paladin Advisory Group, LLC | 286 | $14.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 289 | $14.6K | 0.00% | −111−27.8% | Reduced |
| TD Waterhouse Canada Inc. | 292 | $14.6K | 0.00% | +292 | New |
| Lindbrook Capital, LLC | 292 | $14.7K | 0.00% | +12+4.3% | Added |
| Bartlett & Co. Wealth Management LLC | 299 | $15.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $15.1K | 0.00% | −16−5.1% | Reduced |
| Venturi Wealth Management, LLC | 306 | $15.4K | 0.00% | −10,120−97.1% | Reduced |
| MV Capital Management, Inc. | 336 | $16.9K | 0.00% | −39−10.4% | Reduced |
| Global X Japan Co., Ltd. | 337 | $17.0K | 0.00% | +337 | New |
| Deseret Mutual Benefit Administrators | 340 | $17.1K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 349 | $17.6K | 0.00% | +17+5.1% | Added |
| Catalyst Capital Advisors LLC | 349 | $17.6K | 0.00% | +349 | New |
| Barrett & Company, Inc. | 350 | $17.6K | 0.01% | −106−23.2% | Reduced |
| Criterion Capital Advisors, LLC | 374 | $18.9K | 0.01% | +75+25.1% | Added |
| RE Dickinson Investment Advisors, LLC | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 411 | $20.7K | 0.00% | −96−18.9% | Reduced |
| Harbor Investment Advisory, LLC | 420 | $21.2K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 428 | $21.6K | 0.01% | +428 | New |
| Financial Freedom, LLC | 451 | $22.7K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 460 | $23.2K | 0.01% | +460 | New |
| MCF Advisors LLC | 465 | $23.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 478 | $24.1K | 0.00% | −9−1.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 500 | $24.4K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 486 | $24.5K | 0.00% | +486 | New |
| TD Private Client Wealth LLC | 497 | $25.0K | 0.00% | +134+36.9% | Added |
| Gables Capital Management Inc. | 522 | $26.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 523 | $26.9K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 566 | $28.5K | 0.00% | +400+241.0% | Added |
| Gen-Wealth Partners Inc | 576 | $29.0K | 0.01% | +576 | New |
| Scarborough Advisors, LLC | 588 | $29.7K | 0.01% | +46+8.5% | Added |
| South State Corp. | 600 | $30.2K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 630 | $31.8K | 0.02% | +630 | New |
| Central Trust Co | 631 | $31.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 636 | $32.1K | 0.00% | +294+86.0% | Added |
| Highlander Capital Management, LLC | 656 | $33.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 745 | $37.1K | 0.00% | +83+12.5% | Added |
| GPS Wealth Strategies Group, LLC | 784 | $39.5K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 833 | $42.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 834 | $42.0K | 0.00% | −41−4.7% | Reduced |
| Quent Capital, LLC | 840 | $42.4K | 0.00% | +100+13.5% | Added |
| Headlands Technologies LLC | 944 | $47.6K | 0.01% | −6,090−86.6% | Reduced |
| Meeder Asset Management Inc | 976 | $49.2K | 0.00% | +976 | New |
| Old Second National Bank of Aurora | 992 | $50.0K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,004 | $50.6K | 0.10% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,009 | $50.9K | 0.03% | +9+0.9% | Added |
