| Retirement Group, LLC | 1 | $288 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1 | $288 | 0.00% | +1 | New |
| Crewe Advisors LLC | 1 | $289 | 0.00% | −21−95.5% | Reduced |
| True Wealth Design, LLC | 1 | $289 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 288 | $469 | 0.00% | +288 | New |
| Disciplined Investments, LLC | 2 | $577 | 0.00% | −1−33.3% | Reduced |
| Toth Financial Advisory Corp | 2 | $577 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $577 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $578 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $865 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $865 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3 | $865 | 0.00% | +1+50.0% | Added |
| Gradient Investments LLC | 3 | $865 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | −5−62.5% | Reduced |
| Ronald Blue Trust, Inc. | 2 | $1.00K | 0.00% | −4−66.7% | Reduced |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Umb Bank N A | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 5 | $1.44K | 0.00% | +5 | New |
| Venturi Wealth Management, LLC | 5 | $1.44K | 0.00% | +1+25.0% | Added |
| Cornerstone Planning Group LLC | 6 | $1.73K | 0.00% | +6 | New |
| SRS Capital Advisors, Inc. | 6 | $1.73K | 0.00% | −1−14.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 7 | $2.02K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 8 | $2.31K | 0.00% | +2+33.3% | Added |
| Raffa Wealth Management, LLC | 9 | $2.60K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $2.60K | 0.00% | −4−30.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10 | $2.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $2.88K | 0.00% | −1−9.1% | Reduced |
| Farther Finance Advisors, LLC | 13 | $3.75K | 0.00% | +4+44.4% | Added |
| Fiduciary Alliance LLC | 13 | $3.75K | 0.00% | +13 | New |
| Bogart Wealth, LLC | 14 | $4.04K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 14 | $4.04K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $4.04K | 0.00% | +14 | New |
| IFP Advisors, Inc | 45 | $4.27K | 0.00% | +26+136.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $4.33K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 15 | $4.33K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16 | $4.61K | 0.00% | −10−38.5% | Reduced |
| Foster Dykema Cabot & Co Inc | 19 | $5.00K | 0.00% | +19 | New |
| Central Trust Co | 20 | $5.77K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 20 | $5.77K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 20 | $5.77K | 0.00% | +20 | New |
| Colonial Trust Co | 20 | $5.82K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 25 | $7.21K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 25 | $7.21K | 0.00% | +25 | New |
| Carolinas Wealth Consulting LLC | 27 | $7.79K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $8.65K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $8.65K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 32 | $9.23K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 33 | $9.52K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 34 | $9.80K | 0.02% | +34 | New |
| Column Capital Advisors, LLC | 38 | $11.0K | 0.00% | −7−15.6% | Reduced |
| Earnest Partners LLC | 39 | $11.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 40 | $11.5K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 41 | $11.8K | 0.00% | +8+24.2% | Added |
| Front Row Advisors LLC | 40 | $12.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 43 | $12.4K | 0.00% | −90−67.7% | Reduced |
| Washington Trust Advisors, Inc. | 43 | $12.4K | 0.00% | −55−56.1% | Reduced |
| Zions Bancorporation, N.A. | 45 | $13.0K | 0.00% | +2+4.7% | Added |
| Farmers & Merchants Investments Inc | 48 | $13.8K | 0.00% | +48 | New |
| Harvest Fund Management Co., Ltd | 48 | $14.0K | 0.00% | −272−85.0% | Reduced |
| Hanson & Doremus Investment Management | 50 | $14.0K | 0.00% | +50 | New |
| Parkside Financial Bank & Trust | 49 | $14.1K | 0.00% | −50−50.5% | Reduced |
| Mather Group, LLC. | 50 | $14.4K | 0.00% | +50 | New |
| Covestor Ltd | 52 | $15.0K | 0.01% | −266−83.6% | Reduced |
| Raleigh Capital Management Inc. | 54 | $15.6K | 0.01% | +54 | New |
| First Horizon Advisors, Inc. | 63 | $18.2K | 0.00% | −50−44.2% | Reduced |
| Private Trust Co NA | 63 | $18.2K | 0.00% | +19+43.2% | Added |
| Lindbrook Capital, LLC | 65 | $18.7K | 0.00% | −49−43.0% | Reduced |
| Riverview Trust Co | 65 | $18.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 68 | $19.6K | 0.00% | −97−58.8% | Reduced |
| Quarry LP | 68 | $19.6K | 0.01% | +12+21.4% | Added |
| Glassman Wealth Services | 70 | $20.2K | 0.00% | +5+7.7% | Added |
| Bell Investment Advisors, Inc | 71 | $20.5K | 0.00% | +7+10.9% | Added |
| Elequin Capital LP | 73 | $21.0K | 0.01% | +73 | New |
| Massmutual Trust Co FSB | 80 | $23.1K | 0.00% | +55+220.0% | Added |
| Allworth Financial LP | 88 | $25.4K | 0.00% | −2−2.2% | Reduced |
| American National Bank | 88 | $25.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 92 | $27.0K | 0.01% | −43−31.9% | Reduced |
| GW&K Investment Management, LLC | 95 | $27.0K | 0.00% | +16+20.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $28.8K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $28.8K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 117 | $33.7K | 0.01% | −2−1.7% | Reduced |
| FinTrust Capital Advisors, LLC | 116 | $34.1K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 121 | $35.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 122 | $35.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 131 | $37.8K | 0.00% | +15+12.9% | Added |
| Coastal Capital Group, Inc. | 160 | $46.1K | 0.01% | −34−17.5% | Reduced |
| First Manhattan Co | 199 | $57.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $57.7K | 0.00% | +200 | New |
| Alta Advisers Ltd | 200 | $57.7K | 0.03% | +200 | New |
| Smithfield Trust Co | 198 | $58.0K | 0.00% | +166+518.8% | Added |
| KB Financial Partners, LLC | 218 | $63.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 240 | $69.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 295 | $85.1K | 0.01% | +1+0.3% | Added |
| Huntington National Bank | 311 | $89.7K | 0.00% | +182+141.1% | Added |
| Signaturefd, LLC | 332 | $95.7K | 0.00% | −64−16.2% | Reduced |
| V-Square Quantitative Management LLC | 411 | $118.5K | 0.09% | +411 | New |
| Pinebridge Investments, L.P. | 442 | $127.4K | 0.00% | +442 | New |