| WestEnd Advisors, LLC | – | $173 | 0.00% | – | – |
| Lloyd Advisory Services, LLC. | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Carolinas Wealth Consulting LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $1.00K | 0.00% | +5 | New |
| Patriot Financial Group Insurance Agency, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Lazard Asset Management LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 10 | $2.00K | 0.00% | +10 | New |
| Cordant, Inc. | 11 | $2.00K | 0.00% | +11 | New |
| Jacobi Capital Management LLC | 17 | $3.00K | 0.00% | −98−85.2% | Reduced |
| Aua Capital Management, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $3.12K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 22 | $4.00K | 0.00% | −90−80.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 30 | $4.00K | 0.00% | −26−46.4% | Reduced |
| Assetmark, Inc | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 24 | $4.00K | 0.00% | +24 | New |
| Asset Dedication, LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Fieldpoint Private Securities, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $6.00K | 0.00% | +12+54.5% | Added |
| Red Tortoise LLC | 53 | $6.00K | 0.00% | +53 | New |
| Prestige Wealth Management Group LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 44 | $8.00K | 0.00% | +5+12.8% | Added |
| Zions Bancorporation, N.A. | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $10.0K | 0.00% | +56 | New |
| Adirondack Trust Co | 65 | $11.0K | 0.01% | −60−48.0% | Reduced |
| Farmers & Merchants Investments Inc | 61 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 61 | $11.0K | 0.00% | +61 | New |
| Hillsdale Investment Management Inc. | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 69 | $12.0K | 0.00% | +9+15.0% | Added |
| Cahill Financial Advisors Inc | 70 | $12.0K | 0.00% | +70 | New |
| Kowal Investment Group, LLC | 67 | $12.0K | 0.00% | +67 | New |
| Sittner & Nelson, LLC | 76 | $13.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 74 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 81 | $14.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 79 | $14.0K | 0.00% | +79 | New |
| Meridian Wealth Partners, LLC | 80 | $14.0K | 0.00% | +80 | New |
| Sutton Wealth Advisors Inc. | 83 | $14.4K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 95 | $16.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 98 | $17.0K | 0.01% | +98 | New |
| Total Clarity Wealth Management, Inc. | 115 | $20.0K | 0.01% | +115 | New |
| Tarbox Family Office, Inc. | 124 | $21.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 151 | $26.0K | 0.00% | +147+3,675.0% | Added |
| Lindbrook Capital, LLC | 187 | $32.0K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 225 | $39.0K | 0.02% | +25+12.5% | Added |
| Private Capital Group, LLC | 227 | $39.0K | 0.01% | +103+83.1% | Added |
| Close Asset Management Ltd | 245 | $42.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 262 | $46.0K | 0.00% | +6+2.3% | Added |
| State of Wyoming | 273 | $47.0K | 0.03% | +273 | New |
| Central Trust Co | 296 | $51.0K | 0.00% | +1+0.3% | Added |
| Quadrant Capital Group LLC | 295 | $51.0K | 0.01% | +51+20.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 300 | $52.0K | 0.01% | +300 | New |
| First Mercantile Trust Co | 303 | $53.0K | 0.01% | +303 | New |
| Walleye Trading LLC | 303 | $53.0K | 0.00% | +303 | New |
| Arkadios Wealth Advisors | 316 | $54.0K | 0.01% | +256+426.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 326 | $56.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 335 | $58.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 358 | $62.0K | 0.02% | +358 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 370 | $64.0K | 0.06% | +370 | New |
| TD Private Client Wealth LLC | 375 | $65.0K | 0.00% | +18+5.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 384 | $67.0K | 0.00% | +384 | New |
| Tobam | 397 | $69.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 424 | $73.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 435 | $75.0K | 0.01% | −126−22.5% | Reduced |
| Kelly Financial Services LLC | 450 | $78.0K | 0.04% | −69,035−99.4% | Reduced |
| AlphaCentric Advisors LLC | 469 | $81.0K | 0.02% | −1−0.2% | Reduced |
| Smithfield Trust Co | 470 | $81.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 493 | $85.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 493 | $85.4K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 515 | $89.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 520 | $90.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 600 | $104.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 622 | $108.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 647 | $112.0K | 0.01% | +146+29.1% | Added |
| Parallel Advisors, LLC | 663 | $115.0K | 0.00% | +164+32.9% | Added |
| Northwestern Mutual Wealth Management Co | 672 | $116.0K | 0.00% | +26+4.0% | Added |
| Altshuler Shaham Ltd | 680 | $118.0K | 0.00% | +680 | New |
| Huntington National Bank | 687 | $119.0K | 0.00% | +18+2.7% | Added |
| DB Wealth Management Group, LLC | 721 | $125.0K | 0.08% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 724 | $125.0K | 0.00% | +67+10.2% | Added |
| Resources Management Corp | 759 | $132.0K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 790 | $137.0K | 0.11% | −104−11.6% | Reduced |
| NEXT Financial Group, Inc | 788 | $137.0K | 0.01% | −19−2.4% | Reduced |
| Liberty Wealth Management LLC | 782 | $137.0K | 0.05% | +516+194.0% | Added |
| Phoenix Wealth Advisors | 806 | $140.0K | 0.10% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 911 | $158.0K | 0.04% | −528−36.7% | Reduced |
| Simon Quick Advisors, LLC | 912 | $158.0K | 0.04% | +459+101.3% | Added |
| Sentry Investment Management LLC | 948 | $164.0K | 0.05% | −138−12.7% | Reduced |
| Fifth Third Bancorp | 1,057 | $183.0K | 0.00% | +215+25.5% | Added |