| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 1 | $355 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $356 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $356 | 0.00% | +1 | New |
| Zions Bancorporation, N.A. | 2 | $710 | 0.00% | −5−71.4% | Reduced |
| North Star Investment Management Corp. | 2 | $710 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $710 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $903 | 0.00% | +3 | New |
| Penserra Capital Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $1.42K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $1.77K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6 | $2.13K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 6 | $2.13K | 0.00% | −1−14.3% | Reduced |
| Disciplined Investments, LLC | 6 | $2.13K | 0.00% | +1+20.0% | Added |
| C M Bidwell & Associates Ltd | 7 | $2.48K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $2.48K | 0.00% | +7 | New |
| HHM Wealth Advisors, LLC | 7 | $2.49K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $2.84K | 0.00% | −87−91.6% | Reduced |
| SJS Investment Consulting Inc. | 8 | $2.84K | 0.00% | +1+14.3% | Added |
| Abound Wealth Management | 9 | $3.20K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $3.55K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 10 | $3.55K | 0.00% | +10 | New |
| TCI Wealth Advisors, Inc. | 11 | $3.91K | 0.00% | −1−8.3% | Reduced |
| Bell Investment Advisors, Inc | 11 | $3.91K | 0.00% | −1−8.3% | Reduced |
| Activest Wealth Management | 12 | $4.23K | 0.00% | +12 | New |
| Tilia Fiduciary Partners, Inc. | 12 | $4.32K | 0.00% | −4−25.0% | Reduced |
| Gradient Investments LLC | 13 | $4.62K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $4.62K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 14 | $4.97K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 14 | $4.97K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 14 | $4.97K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 14 | $4.97K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 14 | $5.04K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 17 | $6.04K | 0.00% | −200−92.2% | Reduced |
| Prestige Wealth Management Group LLC | 17 | $6.04K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 17 | $6.04K | 0.00% | +4+30.8% | Added |
| Creative Capital Management Investments LLC | 18 | $6.39K | 0.00% | +18 | New |
| MV Capital Management, Inc. | 18 | $6.39K | 0.00% | +9+100.0% | Added |
| Kathleen S. Wright Associates Inc. | 19 | $6.75K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 20 | $7.10K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $7.10K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $7.10K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 20 | $7.10K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 20 | $7.10K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 21 | $7.46K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $7.81K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 23 | $8.17K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 23 | $8.17K | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 24 | $8.52K | 0.00% | −3−11.1% | Reduced |
| BDO Wealth Advisors, LLC | 25 | $8.88K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 26 | $9.23K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 26 | $9.33K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 29 | $10.3K | 0.00% | +12+70.6% | Added |
| Hollencrest Capital Management | 29 | $10.3K | 0.00% | −30−50.8% | Reduced |
| Bourgeon Capital Management LLC | 30 | $10.7K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 31 | $11.0K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 35 | $12.4K | 0.01% | +35 | New |
| Quent Capital, LLC | 35 | $12.4K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 37 | $13.1K | 0.00% | +11+42.3% | Added |
| EverSource Wealth Advisors, LLC | 38 | $13.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 40 | $14.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 41 | $14.4K | 0.01% | +1+2.5% | Added |
| Harbour Investments, Inc. | 41 | $14.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 43 | $15.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 43 | $15.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $15.3K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 43 | $15.3K | 0.00% | −20−31.7% | Reduced |
| Venturi Wealth Management, LLC | 45 | $16.0K | 0.00% | +45 | New |
| Lee Financial Co | 45 | $16.0K | 0.00% | −2−4.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 46 | $16.3K | 0.01% | +46 | New |
| AXS Investments LLC | 48 | $17.0K | 0.01% | −4−7.7% | Reduced |
| Carolinas Wealth Consulting LLC | 49 | $17.4K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 50 | $17.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52 | $18.5K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 54 | $19.0K | 0.02% | +17+45.9% | Added |
| Lindbrook Capital, LLC | 59 | $20.9K | 0.00% | +13+28.3% | Added |
| Cary Street Partner Investment Advisory LLC | 61 | $21.7K | 0.00% | −50−45.0% | Reduced |
| Glassman Wealth Services | 61 | $21.7K | 0.00% | +18+41.9% | Added |
| GPS Wealth Strategies Group, LLC | 61 | $21.7K | 0.00% | +61 | New |
| Pflug Koory, LLC | 65 | $23.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 65 | $23.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 66 | $23.4K | 0.01% | +38+135.7% | Added |
| Pathway Financial Advisers, LLC | 66 | $23.5K | 0.01% | −16−19.5% | Reduced |
| Raffa Wealth Management, LLC | 69 | $24.5K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 72 | $25.6K | 0.02% | +20+38.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 73 | $26.0K | 0.01% | +73 | New |
| Deseret Mutual Benefit Administrators | 75 | $26.6K | 0.01% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 75 | $27.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 78 | $27.7K | 0.00% | +8+11.4% | Added |
| Estabrook Capital Management | 82 | $29.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 84 | $29.8K | 0.02% | +84 | New |
| IMA Wealth, Inc. | 84 | $29.8K | 0.01% | −34−28.8% | Reduced |
| Pin Oak Investment Advisors Inc | 86 | $31.0K | 0.04% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 89 | $31.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 89 | $31.6K | 0.00% | +2+2.3% | Added |
| Tortoise Investment Management, LLC | 93 | $33.0K | 0.01% | 00.0% | Unchanged |