| Horizon Investments, LLC | 1 | $341 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1 | $342 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $622 | 0.00% | +1+100.0% | Added |
| RFP Financial Group LLC | 2 | $683 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $684 | 0.00% | +2 | New |
| Brown Brothers Harriman & Co | 3 | $1.02K | 0.00% | +3 | New |
| Baker Avenue Asset Management, LP | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $1.71K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 7 | $2.39K | 0.00% | +1+16.7% | Added |
| Farmers & Merchants Investments Inc | 8 | $2.73K | 0.00% | −1−11.1% | Reduced |
| Focused Wealth Management, Inc | 8 | $2.77K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8 | $2.85K | 0.00% | −1−11.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10 | $3.42K | 0.00% | +10 | New |
| EverSource Wealth Advisors, LLC | 10 | $3.42K | 0.00% | +2+25.0% | Added |
| Farther Finance Advisors, LLC | 11 | $3.76K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $3.76K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 14 | $4.78K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 15 | $5.00K | 0.00% | −4−21.1% | Reduced |
| Geneos Wealth Management Inc. | 18 | $6.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $6.49K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $6.83K | 0.00% | +6+42.9% | Added |
| LGT Financial Advisors LLC | 20 | $6.83K | 0.01% | +20 | New |
| Steward Financial Group LLC | 23 | $7.00K | 0.00% | +23 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 | $7.18K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 24 | $8.20K | 0.00% | +12+100.0% | Added |
| Spire Wealth Management | 25 | $8.54K | 0.00% | −12−32.4% | Reduced |
| Carmel Capital Partners, LLC | 26 | $8.88K | 0.00% | +26 | New |
| Massmutual Trust Co FSB | 27 | $9.23K | 0.00% | −2−6.9% | Reduced |
| Ancora Advisors, LLC | 27 | $9.23K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $10.0K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 32 | $10.9K | 0.00% | −5−13.5% | Reduced |
| Semmax Financial Advisors Inc. | 30 | $11.2K | 0.00% | +30 | New |
| Lindbrook Capital, LLC | 33 | $11.3K | 0.00% | −1−2.9% | Reduced |
| JJJ Advisors Inc. | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35 | $12.1K | 0.01% | +2+6.1% | Added |
| Anchor Investment Management, LLC | 40 | $13.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 44 | $15.0K | 0.00% | −1−2.2% | Reduced |
| IFP Advisors, Inc | 50 | $17.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 51 | $17.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 52 | $17.8K | 0.00% | −8−13.3% | Reduced |
| Acadian Asset Management LLC | 55 | $18.0K | 0.00% | +55 | New |
| Private Trust Co NA | 56 | $19.1K | 0.00% | −1−1.8% | Reduced |
| AdvisorNet Financial, Inc | 56 | $19.1K | 0.00% | +1+1.8% | Added |
| Institutional & Family Asset Management, LLC | 61 | $20.8K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 61 | $20.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 64 | $22.0K | 0.02% | +1+1.6% | Added |
| Plante Moran Financial Advisors, LLC | 65 | $22.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 69 | $23.6K | 0.00% | +17+32.7% | Added |
| Delta Asset Management LLC | 75 | $25.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $28.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 82 | $28.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 85 | $29.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 90 | $31.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 93 | $31.8K | 0.00% | +3+3.3% | Added |
| Byrne Asset Management LLC | – | $34.0K | 0.03% | – | – |
| Webster Bank, N. A. | 100 | $34.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 95 | $34.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 106 | $36.9K | 0.00% | +9+9.3% | Added |
| First Horizon Advisors, Inc. | 119 | $40.7K | 0.00% | +8+7.2% | Added |
| GPS Wealth Strategies Group, LLC | 120 | $40.9K | 0.01% | −81−40.3% | Reduced |
| Fifth Third Bancorp | 153 | $52.3K | 0.00% | +39+34.2% | Added |
| Quadrant Capital Group LLC | 158 | $54.0K | 0.01% | +6+3.9% | Added |
| Thompson Siegel & Walmsley LLC | 158 | $54.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 167 | $57.1K | 0.00% | +152+1,013.3% | Added |
| Nomura Asset Management Co Ltd | 170 | $58.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 168 | $58.4K | 0.00% | −7−4.0% | Reduced |
| C M Bidwell & Associates Ltd | 174 | $59.5K | 0.05% | +52+42.6% | Added |
| McIlrath & Eck, LLC | 220 | $75.2K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 240 | $82.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 259 | $88.5K | 0.00% | −1−0.4% | Reduced |
| Impact Partnership Wealth, LLC | 275 | $94.0K | 0.03% | +275 | New |
| Harbor Investment Advisory, LLC | 275 | $94.0K | 0.01% | +57+26.1% | Added |
| Cary Street Partner Investment Advisory LLC | 350 | $119.6K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 364 | $124.0K | 0.00% | −29−7.4% | Reduced |
| Citizens National Bank Trust Department | 390 | $133.3K | 0.04% | 00.0% | Unchanged |
| Headinvest, LLC | 396 | $137.7K | 0.03% | +396 | New |
| Ronald Blue Trust, Inc. | 465 | $145.0K | 0.00% | +284+156.9% | Added |
| KBC Group NV | 455 | $155.0K | 0.00% | +325+250.0% | Added |
| TD Private Client Wealth LLC | 579 | $197.9K | 0.01% | −45−7.2% | Reduced |
| MAI Capital Management | 587 | $200.6K | 0.00% | +587 | New |
| Ewa, LLC | 544 | $202.0K | 0.13% | +544 | New |
| Kennedy Capital Management, Inc. | 597 | $204.0K | 0.00% | +597 | New |
| LaFleur & Godfrey LLC | 600 | $205.0K | 0.03% | +600 | New |
| Northcape Wealth Management, LLC | 600 | $205.0K | 0.08% | +600 | New |
| Fox Run Management, L.L.C. | 601 | $205.4K | 0.06% | +601 | New |
| US Bancorp | 607 | $207.4K | 0.00% | −59−8.9% | Reduced |
| Davenport & Co LLC | 608 | $207.8K | 0.00% | +608 | New |
| Ethic Inc. | 621 | $212.2K | 0.01% | +621 | New |
| Forum Financial Management, LP | 624 | $213.2K | 0.00% | +624 | New |
| SRS Capital Advisors, Inc. | 627 | $214.2K | 0.03% | +72+13.0% | Added |
| Centiva Capital, LP | 640 | $218.7K | 0.01% | −14,486−95.8% | Reduced |
| Wetherby Asset Management Inc | 644 | $220.1K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 649 | $221.8K | 0.01% | +1+0.2% | Added |
| Raymond James Trust N.A. | 655 | $223.8K | 0.01% | +655 | New |
| Strategic Investment Advisors | 657 | $224.5K | 0.04% | −8−1.2% | Reduced |
| First Manhattan Co | 660 | $225.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 662 | $226.0K | 0.00% | +662 | New |
| Narus Financial Partners, LLC | 664 | $226.9K | 0.12% | +664 | New |
| Federation des caisses Desjardins du Quebec | 666 | $227.6K | 0.00% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 676 | $231.0K | 0.05% | −103−13.2% | Reduced |
