| Manchester Capital Management LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $146 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $146 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $148 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $292 | 0.00% | +2 | New |
| Brown Brothers Harriman & Co | 4 | $583 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $583 | 0.00% | +4 | New |
| Mather Group, LLC. | 5 | $729 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 6 | $875 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $875 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $875 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | +8 | New |
| Assetmark, Inc | 7 | $1.02K | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.03K | 0.00% | −3−30.0% | Reduced |
| Huntington National Bank | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 9 | $1.31K | 0.00% | −36−80.0% | Reduced |
| First Horizon Advisors, Inc. | 11 | $1.60K | 0.00% | +11 | New |
| Farmers & Merchants Investments Inc | 18 | $2.62K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 21 | $3.06K | 0.00% | +1+5.0% | Added |
| Ashton Thomas Securities, LLC | 21 | $3.06K | 0.00% | +21 | New |
| Cedar Mountain Advisors, LLC | 22 | $3.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $3.79K | 0.00% | +5+23.8% | Added |
| Capital Performance Advisors LLP | 26 | $3.79K | 0.00% | +26 | New |
| Smartleaf Asset Management LLC | 28 | $4.07K | 0.00% | −1,329−97.9% | Reduced |
| Hexagon Capital Partners LLC | 30 | $4.37K | 0.00% | −3−9.1% | Reduced |
| LRI Investments, LLC | 31 | $5.14K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 37 | $5.39K | 0.00% | +37 | New |
| Westend Capital Management, LLC | 38 | $5.54K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 39 | $5.71K | 0.00% | −32−45.1% | Reduced |
| Bell Investment Advisors, Inc | 40 | $5.83K | 0.00% | −6−13.0% | Reduced |
| Naples Money Management LLC | 40 | $5.83K | 0.00% | +40 | New |
| Arlington Trust Co LLC | 41 | $5.98K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 41 | $5.98K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $6.56K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 46 | $6.71K | 0.00% | +46 | New |
| Hemington Wealth Management | 48 | $7.00K | 0.00% | +48 | New |
| Fortitude Family Office, LLC | 49 | $7.14K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $7.31K | 0.00% | +2+4.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54 | $7.87K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 56 | $8.16K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 57 | $8.31K | 0.00% | +7+14.0% | Added |
| MCF Advisors LLC | 60 | $8.75K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 64 | $9.33K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 76 | $11.1K | 0.00% | +76 | New |
| Northwestern Mutual Wealth Management Co | 83 | $12.1K | 0.00% | −27−24.5% | Reduced |
| Massmutual Trust Co FSB | 84 | $12.2K | 0.00% | +2+2.4% | Added |
| EverSource Wealth Advisors, LLC | 93 | $13.6K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $14.6K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 100 | $14.6K | 0.31% | +100 | New |
| GPS Wealth Strategies Group, LLC | 105 | $15.3K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 106 | $15.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 108 | $15.7K | 0.00% | +100+1,250.0% | Added |
| Skopos Labs, Inc. | 112 | $16.3K | 0.01% | +112 | New |
| IFP Advisors, Inc | 112 | $16.3K | 0.00% | +58+107.4% | Added |
| Private Wealth Management Group, LLC | 131 | $19.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 138 | $20.1K | 0.00% | +138 | New |
| Lindbrook Capital, LLC | 144 | $21.0K | 0.00% | +1+0.7% | Added |
| Rise Advisors, LLC | 145 | $21.2K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 157 | $22.9K | 0.01% | +19+13.8% | Added |
| GeoWealth Management, LLC | 159 | $23.2K | 0.00% | +2+1.3% | Added |
| SRS Capital Advisors, Inc. | 161 | $23.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 161 | $23.5K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 169 | $24.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 175 | $25.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 178 | $26.0K | 0.00% | +178 | New |
| Wolff Wiese Magana LLC | 195 | $28.4K | 0.02% | +195 | New |
| Altshuler Shaham Ltd | 198 | $28.9K | 0.00% | −39−16.5% | Reduced |
| Parkside Financial Bank & Trust | 199 | $29.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $29.2K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $29.2K | 0.00% | +200 | New |
| Bryn Mawr Trust Co | 236 | $34.4K | 0.00% | +236 | New |
| Principal Securities, Inc. | 252 | $36.7K | 0.00% | +99+64.7% | Added |
| Umb Bank N A | 265 | $38.6K | 0.00% | +80+43.2% | Added |
| Quadrant Capital Group LLC | 289 | $42.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $43.7K | 0.01% | −100−25.0% | Reduced |
| Montag A & Associates Inc | 300 | $43.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 393 | $57.3K | 0.01% | +393 | New |
| Harel Insurance Investments & Financial Services Ltd. | 434 | $63.0K | 0.00% | −34−7.3% | Reduced |
| Farther Finance Advisors, LLC | 469 | $68.4K | 0.00% | −317−40.3% | Reduced |
| Virtus Fund Advisers, LLC | 470 | $68.5K | 0.28% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 476 | $69.2K | 0.00% | +117+32.6% | Added |
| Smithfield Trust Co | 500 | $73.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 506 | $73.8K | 0.04% | −1,074−68.0% | Reduced |
| Whittier Trust Co | 508 | $74.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 520 | $75.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 527 | $77.0K | 0.00% | +96+22.3% | Added |
| Harbour Investments, Inc. | 566 | $82.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 598 | $87.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 665 | $97.0K | 0.00% | +16+2.5% | Added |
| GAMMA Investing LLC | 708 | $103.2K | 0.01% | +119+20.2% | Added |
| Carolina Wealth Advisors, LLC | 735 | $107.2K | 0.05% | +15+2.1% | Added |
| Quent Capital, LLC | 745 | $108.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 801 | $117.0K | 0.00% | +43+5.7% | Added |
| TD Private Client Wealth LLC | 1,056 | $154.0K | 0.00% | +163+18.3% | Added |
| CIBC Private Wealth Group, LLC | 1,114 | $162.4K | 0.00% | +177+18.9% | Added |
| EMC Capital Management | 1,000 | $165.0K | 0.14% | −4,258−81.0% | Reduced |
| Millburn Ridgefield Corp | 1,184 | $172.6K | 0.00% | +1,184 | New |