| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Summit Wealth Group, LLC | 41,203 | $0 | 0.00% | +41,203 | New |
| Tfo-TDC, LLC | 1 | $286 | 0.00% | −67−98.5% | Reduced |
| WestEnd Advisors, LLC | – | $286 | 0.00% | – | – |
| Wolff Wiese Magana LLC | 2 | $573 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $573 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2 | $588 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $636 | 0.00% | +2 | New |
| Colonial Trust Advisors | 3 | $858 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3 | $858 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 3 | $859 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 4 | $1.15K | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 4 | $1.17K | 0.00% | −29−87.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6 | $1.72K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $2.29K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 8 | $2.29K | 0.00% | +8 | New |
| Trifecta Capital Advisors, LLC | 9 | $2.58K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $2.58K | 0.00% | +2+28.6% | Added |
| Toth Financial Advisory Corp | 9 | $2.58K | 0.00% | +9 | New |
| Financial Freedom, LLC | 9 | $2.67K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $2.86K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 10 | $2.87K | 0.00% | −3−23.1% | Reduced |
| Buck Wealth Strategies, LLC | 10 | $2.98K | 0.00% | +10 | New |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $3.00K | 0.00% | +9 | New |
| Disciplined Investments, LLC | 11 | $3.15K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 11 | $3.15K | 0.01% | +11 | New |
| Newbridge Financial Services Group, Inc. | 13 | $3.72K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 14 | $3.88K | 0.00% | +14 | New |
| Front Row Advisors LLC | 14 | $4.00K | 0.00% | +14 | New |
| NewSquare Capital LLC | 14 | $4.01K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 14 | $4.01K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 14 | $4.01K | 0.00% | +14 | New |
| First Command Financial Services, Inc. | 14 | $4.01K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 14 | $4.01K | 0.00% | +1+7.7% | Added |
| BerganKDV Wealth Management, LLC | 16 | $4.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $5.44K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 20 | $5.72K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 20 | $5.72K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 21 | $6.01K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 21 | $6.01K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 22 | $6.29K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 23 | $6.58K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $6.58K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 24 | $7.00K | 0.01% | +1+4.3% | Added |
| Highline Wealth Partners LLC | 25 | $7.15K | 0.00% | +14+127.3% | Added |
| Schubert & Co | 25 | $7.15K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 28 | $8.01K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 28 | $8.01K | 0.00% | +28 | New |
| Leonteq Securities AG | 28 | $8.01K | 0.00% | +28 | New |
| North Star Investment Management Corp. | 29 | $8.30K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 31 | $8.87K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 30 | $9.00K | 0.01% | +30 | New |
| Tilia Fiduciary Partners, Inc. | 32 | $9.16K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 32 | $9.16K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 35 | $10.0K | 0.00% | +35 | New |
| Concord Wealth Partners | 36 | $10.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 36 | $10.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 36 | $10.3K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 37 | $10.6K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 38 | $10.9K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 39 | $11.2K | 0.00% | +39 | New |
| HHM Wealth Advisors, LLC | 39 | $11.2K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 39 | $11.2K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 39 | $11.4K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 42 | $12.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 43 | $12.2K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 44 | $13.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 46 | $13.2K | 0.01% | +46 | New |
| Capital Advisors, Ltd. LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $14.3K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $14.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 52 | $15.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 54 | $15.5K | 0.00% | +54 | New |
| Whittier Trust Co of Nevada Inc | 55 | $15.7K | 0.00% | +45+450.0% | Added |
| WealthPLAN Partners, LLC | 57 | $16.3K | 0.00% | +57 | New |
| Core Alternative Capital | 57 | $16.3K | 0.00% | +15+35.7% | Added |
| Harbor Investment Advisory, LLC | 62 | $17.7K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 62 | $17.7K | 0.00% | −1−1.6% | Reduced |
| Exchange Traded Concepts, LLC | 65 | $18.6K | 0.00% | +57+712.5% | Added |
| Versant Capital Management, Inc | 66 | $18.9K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 66 | $18.9K | 0.01% | −13−16.5% | Reduced |
| Credit Agricole S A | 66 | $18.9K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 71 | $20.0K | 0.00% | −46−39.3% | Reduced |
| Princeton Global Asset Management LLC | 70 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 73 | $20.9K | 0.01% | −1,785−96.1% | Reduced |
| FinTrust Capital Advisors, LLC | 82 | $21.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 75 | $21.5K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 78 | $22.0K | 0.00% | −4−4.9% | Reduced |
| Ruedi Wealth Management, Inc. | 79 | $22.5K | 0.01% | −68−46.3% | Reduced |
| Earnest Partners LLC | 79 | $22.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 81 | $23.0K | 0.02% | −1−1.2% | Reduced |
| New Hampshire Trust | 85 | $24.3K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $24.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 85 | $24.3K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 85 | $24.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 86 | $24.6K | 0.00% | −15−14.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 89 | $25.5K | 0.01% | 00.0% | Unchanged |