| Sutton Wealth Advisors Inc. | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 2 | $1.00K | 0.00% | +2 | New |
| Focused Wealth Management, Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $2.00K | 0.00% | +3+60.0% | Added |
| Allworth Financial LP | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| Lee Financial Co | 7 | $2.00K | 0.00% | +6+600.0% | Added |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Glen Eagle Advisors, LLC | 8 | $2.29K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12 | $3.00K | 0.00% | −460−97.5% | Reduced |
| Proequities, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $3.00K | 0.00% | +10 | New |
| EdgeRock Capital LLC | 11 | $3.00K | 0.00% | +11 | New |
| Raleigh Capital Management Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Schubert & Co | 20 | $5.00K | 0.00% | +4+25.0% | Added |
| Massmutual Trust Co FSB | 19 | $5.00K | 0.00% | +6+46.2% | Added |
| Aua Capital Management, LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 22 | $6.00K | 0.00% | +12+120.0% | Added |
| Ancora Advisors, LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 27 | $7.00K | 0.00% | +11+68.8% | Added |
| JFS Wealth Advisors, LLC | 30 | $8.00K | 0.00% | −2−6.3% | Reduced |
| Zions Bancorporation, N.A. | 31 | $9.00K | 0.00% | −33−51.6% | Reduced |
| JJJ Advisors Inc. | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $10.0K | 0.01% | −235−87.0% | Reduced |
| Harbor Investment Advisory, LLC | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 38 | $10.0K | 0.01% | +2+5.6% | Added |
| AdvisorNet Financial, Inc | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 55 | $15.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 60 | $16.5K | 0.00% | −40−40.0% | Reduced |
| First Horizon Advisors, Inc. | 61 | $17.0K | 0.00% | −5−7.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 61 | $17.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 62 | $17.0K | 0.00% | +62 | New |
| Plante Moran Financial Advisors, LLC | 65 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 72 | $19.0K | 0.00% | −54−42.9% | Reduced |
| Institutional & Family Asset Management, LLC | 72 | $20.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $21.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 75 | $21.0K | 0.02% | +75 | New |
| Community Bank, N.A. | 82 | $23.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 83 | $23.0K | 0.01% | +38+84.4% | Added |
| Whittier Trust Co of Nevada Inc | 86 | $24.0K | 0.00% | −5−5.5% | Reduced |
| Pinebridge Investments, L.P. | 91 | $25.0K | 0.00% | −92−50.3% | Reduced |
| Fifth Third Bancorp | 90 | $25.0K | 0.00% | −15−14.3% | Reduced |
| Pin Oak Investment Advisors Inc | 90 | $25.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 95 | $26.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 99 | $27.0K | 0.00% | +44+80.0% | Added |
| Financial Management Professionals, Inc. | 98 | $27.0K | 0.01% | +98 | New |
| Washington Trust Advisors, Inc. | 107 | $29.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 94 | $30.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 113 | $31.0K | 0.00% | −294−72.2% | Reduced |
| Private Trust Co NA | 114 | $31.0K | 0.01% | −31−21.4% | Reduced |
| TCI Wealth Advisors, Inc. | 118 | $32.0K | 0.01% | +2+1.7% | Added |
| Virtus Investment Advisers, Inc. | 133 | $37.0K | 0.02% | +133 | New |
| Byrne Asset Management LLC | 150 | $41.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 155 | $43.0K | 0.01% | +34+28.1% | Added |
| FourThought Financial, LLC | 163 | $45.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 186 | $51.0K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 200 | $55.0K | 0.05% | +200 | New |
| Wipfli Financial Advisors LLC, | 214 | $59.0K | 0.00% | +214 | New |
| McIlrath & Eck, LLC | 220 | $60.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 260 | $61.0K | 0.00% | +260 | New |
| Signaturefd, LLC | 266 | $73.0K | 0.00% | +4+1.5% | Added |
| Money Concepts Capital Corp | 300 | $82.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 306 | $84.0K | 0.13% | −70−18.6% | Reduced |
| Harvest Fund Management Co., Ltd | 317 | $87.0K | 0.03% | +317 | New |
| IFP Advisors, Inc | 504 | $88.0K | 0.00% | +119+30.9% | Added |
| State of Wyoming | 324 | $89.0K | 0.04% | +53+19.6% | Added |
| Bessemer Group Inc | 328 | $90.0K | 0.00% | −9−2.7% | Reduced |
| Nomura Asset Management Co Ltd | 331 | $91.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 395 | $91.0K | 0.00% | +230+139.4% | Added |
| Van Eck Associates Corp | 334 | $92.0K | 0.00% | +334 | New |
| CWM, LLC | 360 | $99.0K | 0.00% | +13+3.7% | Added |
| TD Private Client Wealth LLC | 363 | $99.8K | 0.01% | −15−4.0% | Reduced |
| Central Trust Co | 365 | $100.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 390 | $107.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 400 | $110.0K | 0.05% | +400 | New |
| Macquarie Group Ltd | 305 | $131.0K | 0.00% | −173−36.2% | Reduced |
| KBC Group NV | 479 | $132.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 562 | $154.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 562 | $154.0K | 0.01% | +562 | New |
| Hanseatic Management Services Inc | 591 | $162.0K | 0.44% | +27+4.8% | Added |
| US Bancorp | 658 | $180.0K | 0.00% | −12−1.8% | Reduced |
| First Manhattan Co | 660 | $181.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 666 | $183.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 693 | $190.0K | 0.00% | +2+0.3% | Added |
| Segall Bryant & Hamill, LLC | 733 | $200.0K | 0.00% | +733 | New |
| Thoroughbred Financial Services, LLC | 730 | $200.0K | 0.04% | +730 | New |
| Toroso Investments, LLC | 731 | $201.0K | 0.01% | +731 | New |
| Stonegate Investment Group, LLC | 735 | $202.0K | 0.01% | +735 | New |
| Raymond James Trust N.A. | 758 | $208.0K | 0.01% | −180−19.2% | Reduced |
| Calamos Wealth Management LLC | 777 | $214.0K | 0.02% | +777 | New |
| Stratos Wealth Partners, LTD. | 781 | $215.0K | 0.01% | −187−19.3% | Reduced |
| Avidian Wealth Solutions, LLC | 793 | $218.0K | 0.02% | +793 | New |
