| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $441 | 0.00% | – | – |
| Carolinas Wealth Consulting LLC | 1 | $441 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $441 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $441 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2 | $881 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2 | $882 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | +4 | New |
| North Star Investment Management Corp. | 3 | $1.32K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3 | $1.32K | 0.00% | +3 | New |
| TFC Financial Management | 3 | $1.32K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $1.76K | 0.00% | −5−55.6% | Reduced |
| USA Financial Portformulas Corp | 4 | $1.76K | 0.00% | +4 | New |
| Grey Fox Wealth Advisors, LLC | 4 | $1.76K | 0.00% | +4 | New |
| Penserra Capital Management LLC | 6 | $2.00K | 0.00% | −6,860−99.9% | Reduced |
| KB Financial Partners, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 5 | $2.20K | 0.00% | −1−16.7% | Reduced |
| Stonebridge Capital Advisors LLC | 6 | $2.64K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6 | $2.64K | 0.00% | +1+20.0% | Added |
| SJS Investment Consulting Inc. | 6 | $2.65K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 6 | $2.68K | 0.00% | +6 | New |
| Albion Financial Group | 7 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $3.52K | 0.00% | +1+14.3% | Added |
| Hollencrest Capital Management | 8 | $3.53K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 8 | $3.53K | 0.00% | +5+166.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 9 | $3.97K | 0.00% | +9 | New |
| Providence Capital Advisors, LLC | 9 | $3.97K | 0.00% | +9 | New |
| Trifecta Capital Advisors, LLC | 9 | $3.97K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $3.98K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $4.41K | 0.00% | −2,833−99.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 10 | $4.41K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $4.41K | 0.00% | +1+11.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 10 | $4.41K | 0.00% | +10 | New |
| Creative Financial Designs Inc | 10 | $4.47K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $4.85K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 11 | $4.85K | 0.00% | +11 | New |
| Abound Wealth Management | 11 | $4.85K | 0.00% | +3+37.5% | Added |
| Sofos Investments, Inc. | 441 | $5.11K | 0.22% | +9+2.1% | Added |
| First Command Bank | 13 | $5.73K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 13 | $5.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $5.73K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $5.73K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 14 | $6.17K | 0.00% | −66−82.5% | Reduced |
| Eagle Bay Advisors LLC | 15 | $6.61K | 0.00% | −8−34.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 15 | $6.61K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 15 | $6.61K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 15 | $6.61K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 15 | $6.61K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 15 | $6.61K | 0.00% | +15 | New |
| Horizon Bancorp Inc | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 16 | $7.05K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 17 | $7.49K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $7.49K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 18 | $7.93K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 18 | $7.93K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $8.81K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 21 | $9.25K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 21 | $9.25K | 0.00% | +21 | New |
| HighMark Wealth Management LLC | 23 | $10.2K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $11.0K | 0.02% | −21−45.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 27 | $11.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 27 | $11.9K | 0.01% | +27 | New |
| Sutton Wealth Advisors Inc. | 28 | $12.3K | 0.01% | −47−62.7% | Reduced |
| Stephens Consulting, LLC | 30 | $13.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 31 | $13.7K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 32 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 32 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 32 | $14.0K | 0.00% | +5+18.5% | Added |
| Emfo, LLC | 39 | $17.2K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 40 | $17.6K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 41 | $18.1K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 42 | $18.5K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 43 | $19.0K | 0.00% | +11+34.4% | Added |
| IAG Wealth Partners, LLC | 45 | $19.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 46 | $20.3K | 0.00% | −9−16.4% | Reduced |
| Financial Management Professionals, Inc. | 48 | $21.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $22.0K | 0.02% | −2−3.9% | Reduced |
| Versant Capital Management, Inc | 50 | $22.0K | 0.01% | +4+8.7% | Added |
| Rosenberg Matthew Hamilton | 50 | $22.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 51 | $22.5K | 0.00% | −30−37.0% | Reduced |
| Earnest Partners LLC | 57 | $25.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 58 | $25.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 58 | $25.6K | 0.01% | +58 | New |
| Foster Dykema Cabot & Co Inc | 60 | $26.0K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 59 | $26.0K | 0.01% | −29−33.0% | Reduced |
| JJJ Advisors Inc. | 66 | $29.1K | 0.01% | +10+17.9% | Added |
| Manitou Investment Management Ltd. | 66 | $29.1K | 0.01% | +66 | New |
| CoreFirst Bank & Trust | 69 | $30.4K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 69 | $30.4K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 70 | $30.8K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 75 | $33.1K | 0.01% | −24−24.2% | Reduced |
| Barrett & Company, Inc. | 75 | $33.2K | 0.02% | +5+7.1% | Added |
| Smithfield Trust Co | 79 | $36.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 83 | $36.6K | 0.00% | +23+38.3% | Added |
| International Assets Investment Management, LLC | 88 | $38.9K | 0.01% | +88 | New |