| Ahrens Investment Partners LLC | 1 | $0 | 0.00% | −104−99.0% | Reduced |
| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1 | $0 | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 1 | $0 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 2 | $560 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3 | $1.00K | 0.00% | −21−87.5% | Reduced |
| Baystate Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Johnson Financial Group, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| First Bank & Trust | 6 | $2.00K | 0.00% | −40−87.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 8 | $2.00K | 0.00% | −8−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $2.00K | 0.00% | −4−40.0% | Reduced |
| Davidson Capital Management Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $2.00K | 0.00% | +2+40.0% | Added |
| Lindbrook Capital, LLC | 6 | $2.00K | 0.00% | +4+200.0% | Added |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | +7 | New |
| Larson Financial Group LLC | 8 | $2.00K | 0.00% | +8 | New |
| O'Dell Group, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $2.24K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 12 | $3.00K | 0.00% | −32−72.7% | Reduced |
| Smithfield Trust Co | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $3.00K | 0.00% | +6+120.0% | Added |
| Transamerica Financial Advisors, Inc. | 11 | $3.00K | 0.00% | +11 | New |
| Crewe Advisors LLC | 12 | $3.00K | 0.00% | +12 | New |
| Vectors Research Management, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 12 | $3.00K | 0.00% | +12 | New |
| West Branch Capital LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $5.00K | 0.00% | −43−70.5% | Reduced |
| MV Capital Management, Inc. | 19 | $5.00K | 0.00% | −15−44.1% | Reduced |
| HHM Wealth Advisors, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 21 | $6.00K | 0.00% | +21 | New |
| GW&K Investment Management, LLC | 24 | $7.00K | 0.00% | −26−52.0% | Reduced |
| Horan Securities, Inc. | 25 | $7.00K | 0.00% | +25 | New |
| Financial Synergies Wealth Advisors, Inc. | 25 | $7.00K | 0.00% | +25 | New |
| Whittier Trust Co | 29 | $8.00K | 0.00% | −37−56.1% | Reduced |
| Harvest Fund Management Co., Ltd | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 49 | $14.0K | 0.00% | −18−26.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 55 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 52 | $15.0K | 0.01% | +52 | New |
| Oxler Private Wealth LLC | 55 | $15.4K | 0.01% | +55 | New |
| Farmers & Merchants Investments Inc | 57 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 56 | $16.0K | 0.02% | +26+86.7% | Added |
| Allworth Financial LP | 62 | $17.0K | 0.00% | −46−42.6% | Reduced |
| Quent Capital, LLC | 61 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 59 | $17.0K | 0.00% | +43+268.8% | Added |
| Stephenson National Bank & Trust | 63 | $18.0K | 0.01% | −7−10.0% | Reduced |
| Riverview Trust Co | 66 | $18.0K | 0.02% | +16+32.0% | Added |
| Loomis Sayles & Co L P | 65 | $18.0K | 0.00% | +65 | New |
| CX Institutional | 65 | $18.0K | 0.00% | +65 | New |
| Community Bank, N.A. | 67 | $19.0K | 0.00% | −67−50.0% | Reduced |
| Jones Financial Companies LLLP | 69 | $19.0K | 0.00% | −14−16.9% | Reduced |
| TCI Wealth Advisors, Inc. | 67 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 67 | $19.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 60 | $19.0K | 0.00% | +22+57.9% | Added |
| Kistler-Tiffany Companies, LLC | 72 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 76 | $21.0K | 0.00% | −24,505−99.7% | Reduced |
| Bartlett & Co. LLC | 75 | $21.0K | 0.00% | +75 | New |
| Venture Visionary Partners LLC | 75 | $21.0K | 0.00% | +75 | New |
| Bartlett & Co. Wealth Management LLC | 75 | $21.0K | 0.00% | +75 | New |
| Umb Bank N A | 77 | $22.0K | 0.00% | +22+40.0% | Added |
| Creative Financial Designs Inc | 90 | $25.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 91 | $25.0K | 0.00% | +65+250.0% | Added |
| Gradient Investments LLC | 93 | $26.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 98 | $27.0K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 96 | $27.0K | 0.00% | +77+405.3% | Added |
| Brown Brothers Harriman & Co | 100 | $28.0K | 0.00% | −16−13.8% | Reduced |
| HC Financial Advisors Inc | 100 | $28.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 99 | $28.0K | 0.01% | +80+421.1% | Added |
| Roble, Belko & Company, Inc | 102 | $29.0K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 115 | $32.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 116 | $32.0K | 0.00% | +116 | New |
| Newbridge Financial Services Group, Inc. | 120 | $34.0K | 0.02% | −61−33.7% | Reduced |
| KB Financial Partners, LLC | 122 | $34.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 127 | $35.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 125 | $35.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 127 | $35.6K | 0.00% | −28−18.1% | Reduced |
| Sandy Spring Bank | 127 | $36.0K | 0.00% | −25−16.4% | Reduced |
| Montag A & Associates Inc | 130 | $36.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 139 | $39.0K | 0.00% | +2+1.5% | Added |
| Central Trust Co | 138 | $39.0K | 0.00% | +138 | New |
| Fairfield, Bush & Co. | 138 | $39.0K | 0.02% | +138 | New |
| Huntington National Bank | 144 | $40.0K | 0.00% | −6−4.0% | Reduced |
| Desjardins Global Asset Management Inc. | 147 | $41.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 149 | $42.0K | 0.00% | −70−32.0% | Reduced |
| Quadrant Capital Group LLC | 167 | $47.0K | 0.01% | +15+9.9% | Added |
| SeaCrest Wealth Management, LLC | 174 | $49.0K | 0.01% | +174 | New |
| First Horizon Advisors, Inc. | 181 | $50.0K | 0.00% | +138+320.9% | Added |