| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $410 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1 | $410 | 0.00% | +1 | New |
| Impact Partnership Wealth, LLC | 1 | $410 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $411 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $411 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $411 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $821 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $821 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $821 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $1.64K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $1.64K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 4 | $1.64K | 0.00% | +4 | New |
| TSFG, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | +5+500.0% | Added |
| Tobam | 4 | $2.00K | 0.00% | +4 | New |
| Washington Trust Co | 5 | $2.05K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 6 | $2.46K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 7 | $2.84K | 0.00% | +7 | New |
| C M Bidwell & Associates Ltd | 7 | $2.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $3.28K | 0.00% | −3−27.3% | Reduced |
| SJS Investment Consulting Inc. | 8 | $3.28K | 0.00% | +1+14.3% | Added |
| Jones Financial Companies LLLP | 9 | $3.69K | 0.00% | +9 | New |
| Abound Wealth Management | 9 | $3.69K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $4.11K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 10 | $4.11K | 0.01% | +10 | New |
| HighMark Wealth Management LLC | 11 | $4.51K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 11 | $5.00K | 0.00% | −1−8.3% | Reduced |
| Red Tortoise LLC | 13 | $5.34K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 13 | $5.34K | 0.00% | +13 | New |
| Pflug Koory, LLC | 15 | $6.16K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 15 | $6.16K | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 15 | $6.16K | 0.00% | −790−98.1% | Reduced |
| Loomis Sayles & Co L P | 17 | $7.00K | 0.00% | +17 | New |
| Steward Financial Group LLC | 18 | $7.00K | 0.00% | +18 | New |
| AdvisorNet Financial, Inc | 18 | $7.39K | 0.00% | −295−94.2% | Reduced |
| Gradient Investments LLC | 18 | $7.39K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 18 | $7.39K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 19 | $7.80K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 19 | $7.80K | 0.00% | +11+137.5% | Added |
| Crewe Advisors LLC | 19 | $7.80K | 0.00% | −11−36.7% | Reduced |
| Carolina Wealth Advisors, LLC | 20 | $8.21K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $8.21K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $8.21K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 21 | $8.62K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 23 | $9.44K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 24 | $9.85K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 24 | $9.85K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $10.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 26 | $10.6K | 0.00% | −4−13.3% | Reduced |
| Solstein Capital, LLC | 26 | $10.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $10.7K | 0.00% | +2+8.3% | Added |
| Johnson Midwest Financial, LLC | 26 | $10.8K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 28 | $11.0K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 27 | $11.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $11.1K | 0.00% | +9+50.0% | Added |
| Hollencrest Capital Management | 29 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 30 | $12.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $12.4K | 0.00% | −11−26.8% | Reduced |
| Earnest Partners LLC | 31 | $12.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 31 | $13.0K | 0.00% | +29+1,450.0% | Added |
| Cornerstone Planning Group LLC | 32 | $13.1K | 0.01% | +9+39.1% | Added |
| Salomon & Ludwin, LLC | 32 | $13.1K | 0.00% | +32 | New |
| Benjamin Edwards Inc | 33 | $14.0K | 0.00% | +21+175.0% | Added |
| Chesapeake Asset Management LLC | 35 | $14.4K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 35 | $14.4K | 0.01% | −11−23.9% | Reduced |
| First Personal Financial Services | 40 | $16.4K | 0.00% | −3−7.0% | Reduced |
| Quent Capital, LLC | 41 | $16.8K | 0.00% | +2+5.1% | Added |
| Whittier Trust Co of Nevada Inc | 43 | $17.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $17.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 43 | $17.7K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 45 | $18.5K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 50 | $20.5K | 0.01% | +50 | New |
| Venturi Wealth Management, LLC | 51 | $20.9K | 0.00% | +4+8.5% | Added |
| Proequities, Inc. | 52 | $21.3K | 0.00% | −4−7.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52 | $21.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 54 | $22.2K | 0.00% | +1+1.9% | Added |
| Glassman Wealth Services | 56 | $23.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 61 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 61 | $25.0K | 0.00% | +1+1.7% | Added |
| MV Capital Management, Inc. | 66 | $27.1K | 0.00% | +39+144.4% | Added |
| Pathway Financial Advisers, LLC | 66 | $27.3K | 0.01% | +66 | New |
| Raffa Wealth Management, LLC | 69 | $28.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 70 | $28.7K | 0.00% | +5+7.7% | Added |
| Quarry LP | 70 | $28.7K | 0.02% | +70 | New |
| Ronald Blue Trust, Inc. | 63 | $29.0K | 0.00% | +3+5.0% | Added |
| Deseret Mutual Benefit Administrators | 72 | $29.6K | 0.01% | −3−4.0% | Reduced |
| Covestor Ltd | 72 | $30.0K | 0.02% | +33+84.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 73 | $30.0K | 0.01% | +73 | New |
| Transamerica Financial Advisors, Inc. | 74 | $31.0K | 0.00% | +74 | New |
| Estabrook Capital Management | 82 | $33.7K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 83 | $34.1K | 0.01% | +67+418.8% | Added |
| IMA Wealth, Inc. | 84 | $34.5K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $34.9K | 0.02% | +85 | New |
| Pin Oak Investment Advisors Inc | 86 | $35.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 92 | $37.8K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 97 | $39.8K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 99 | $40.6K | 0.01% | 00.0% | Unchanged |