| Sargent Bickham Lagudis LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $0 | 0.00% | +1 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| Ci Investments Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Allworth Financial LP | 2 | $1.00K | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| Disciplined Investments, LLC | 4 | $1.00K | 0.00% | +4 | New |
| TCWP LLC | 6 | $1.00K | 0.00% | +6 | New |
| Lee Financial Co | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $2.00K | 0.00% | +1+25.0% | Added |
| Lloyd Advisory Services, LLC. | 6 | $2.00K | 0.00% | +6 | New |
| Cordant, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| EverSource Wealth Advisors, LLC | 8 | $3.00K | 0.00% | −9−52.9% | Reduced |
| Sofos Investments, Inc. | 322 | $3.00K | 0.00% | +41+14.6% | Added |
| Howe & Rusling Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 11 | $3.55K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 12 | $3.87K | 0.00% | +2+20.0% | Added |
| Sutton Wealth Advisors Inc. | 12 | $3.87K | 0.00% | +12 | New |
| Washington Trust Advisors, Inc. | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 15 | $5.00K | 0.00% | +10+200.0% | Added |
| Tarbox Family Office, Inc. | 14 | $5.00K | 0.00% | +14 | New |
| Whittier Trust Co of Nevada Inc | 19 | $6.00K | 0.00% | −231−92.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 19 | $6.00K | 0.00% | −38−66.7% | Reduced |
| SJS Investment Consulting Inc. | 20 | $6.00K | 0.00% | +1+5.3% | Added |
| Sageworth Trust Co of South Dakota | 21 | $7.00K | 0.01% | −98−82.4% | Reduced |
| Versant Capital Management, Inc | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 22 | $7.00K | 0.00% | +3+15.8% | Added |
| Harbor Investment Advisory, LLC | 23 | $7.00K | 0.00% | +23 | New |
| Clear Street Markets LLC | 22 | $7.00K | 0.00% | +22 | New |
| Evoke Wealth, LLC | 22 | $7.00K | 0.00% | +22 | New |
| Oliver Lagore Vanvalin Investment Group | 23 | $7.00K | 0.00% | +23 | New |
| SOA Wealth Advisors, LLC. | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $9.00K | 0.00% | +6+27.3% | Added |
| Gemmer Asset Management LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $10.0K | 0.00% | +28+1,400.0% | Added |
| Geneos Wealth Management Inc. | 35 | $11.0K | 0.00% | −65−65.0% | Reduced |
| Baldwin Brothers Inc | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 34 | $11.0K | 0.00% | +34 | New |
| Brown Brothers Harriman & Co | 36 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $12.0K | 0.00% | +36 | New |
| Charter Oak Capital Management, LLC | 37 | $12.0K | 0.00% | +37 | New |
| Ellevest, Inc. | 44 | $14.0K | 0.00% | −10−18.5% | Reduced |
| Penserra Capital Management LLC | 44 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 43 | $14.0K | 0.00% | +2+4.9% | Added |
| Canada Pension Plan Investment Board | 49 | $16.0K | 0.00% | −365−88.2% | Reduced |
| Quadrant Capital Group LLC | 51 | $16.0K | 0.00% | −38−42.7% | Reduced |
| AlphaMark Advisors, LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 51 | $16.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 51 | $16.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $16.0K | 0.00% | +20+66.7% | Added |
| Cohen & Steers, Inc. | 49 | $16.0K | 0.00% | +49 | New |
| Covestor Ltd | 51 | $16.0K | 0.01% | +51 | New |
| Jones Financial Companies LLLP | 53 | $17.0K | 0.00% | +6+12.8% | Added |
| Steward Partners Investment Advisory, LLC | 53 | $17.0K | 0.00% | +10+23.3% | Added |
| TD Private Client Wealth LLC | 55 | $17.7K | 0.00% | +55 | New |
| Glassman Wealth Services | 55 | $18.0K | 0.00% | +15+37.5% | Added |
| Covington Capital Management | 55 | $18.0K | 0.00% | +30+120.0% | Added |
| Sandy Spring Bank | 60 | $19.0K | 0.00% | −10−14.3% | Reduced |
| KB Financial Partners, LLC | 60 | $19.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 59 | $19.0K | 0.00% | +59 | New |
| Rise Advisors, LLC | 62 | $20.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 61 | $20.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 61 | $20.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 62 | $20.0K | 0.01% | +42+210.0% | Added |
| Lindbrook Capital, LLC | 61 | $20.0K | 0.00% | +45+281.3% | Added |
| Carmichael Hill & Associates, Inc. | 65 | $21.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 69 | $22.3K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 70 | $23.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $23.0K | 0.00% | +27+61.4% | Added |
| Horan Securities, Inc. | 80 | $26.0K | 0.02% | −42−34.4% | Reduced |
| Global Retirement Partners, LLC | 105 | $26.0K | 0.00% | +105 | New |
| Brewin Dolphin Ltd | 85 | $27.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 183 | $29.0K | 0.00% | +163+815.0% | Added |
| BerganKDV Wealth Management, LLC | 100 | $32.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $32.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $32.0K | 0.05% | +100 | New |
| Elequin Capital LP | 98 | $32.0K | 0.01% | +98 | New |
| First Horizon Advisors, Inc. | 101 | $33.0K | 0.00% | +74+274.1% | Added |
| Addison Advisors LLC | 116 | $37.0K | 0.02% | +116 | New |
| Plante Moran Financial Advisors, LLC | 125 | $40.0K | 0.01% | −3−2.3% | Reduced |
| Spire Wealth Management | 124 | $40.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 129 | $42.0K | 0.02% | +23+21.7% | Added |
| Proequities, Inc. | 143 | $46.0K | 0.00% | −11−7.1% | Reduced |
| Huntington National Bank | 145 | $47.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 146 | $47.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 160 | $51.0K | 0.00% | +155+3,100.0% | Added |
| Antonetti Capital Management LLC | 189 | $61.0K | 0.06% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 189 | $61.0K | 0.02% | +65+52.4% | Added |