| TD Ameritrade Investment Management, LLC | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Ronald Blue Trust, Inc. | 2 | $0 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $274 | 0.00% | +1 | New |
| Concord Wealth Partners | 3 | $1.00K | 0.00% | −48−94.1% | Reduced |
| Clearstead Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3 | $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 |
| SRS Capital Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| Whittier Trust Co | 5 | $1.00K | 0.00% | +5 | New |
| Ancora Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +4 | New |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $1.00K | 0.00% | +4 | New |
| Heritage Financial Services, LLC | 5 | $1.00K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Howe & Rusling Inc | 8 | $2.00K | 0.00% | −2−20.0% | Reduced |
| Lee Financial Co | 7 | $2.00K | 0.00% | +1+16.7% | Added |
| Schubert & Co | 9 | $2.00K | 0.00% | +4+80.0% | Added |
| Allworth Financial LP | 6 | $2.00K | 0.00% | +4+200.0% | Added |
| Steward Financial Group LLC | 9 | $2.00K | 0.00% | +9 | New |
| Fieldpoint Private Securities, LLC | 10 | $3.00K | 0.00% | −41−80.4% | Reduced |
| 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 |
| EverSource Wealth Advisors, LLC | 9 | $3.00K | 0.00% | +1+12.5% | Added |
| Sargent Bickham Lagudis LLC | 11 | $3.00K | 0.00% | +10+1,000.0% | Added |
| AdvisorNet Financial, Inc | 11 | $3.00K | 0.00% | +11 | New |
| O'Dell Group, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Standard Family Office LLC | 10 | $3.00K | 0.03% | +10 | New |
| Stephens Consulting, LLC | 11 | $3.01K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 12 | $3.28K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 14 | $4.00K | 0.00% | +14 | New |
| Sutton Wealth Advisors Inc. | 16 | $4.38K | 0.00% | +4+33.3% | Added |
| Covestor Ltd | 17 | $5.00K | 0.00% | −34−66.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 18 | $5.00K | 0.00% | +8+80.0% | Added |
| Private Trust Co NA | 19 | $5.00K | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 19 | $5.00K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 17 | $5.00K | 0.00% | +17 | New |
| SOA Wealth Advisors, LLC. | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $6.00K | 0.00% | −1−4.5% | Reduced |
| Sageworth Trust Co of South Dakota | 21 | $6.00K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 24 | $7.00K | 0.00% | −196−89.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 24 | $7.00K | 0.00% | +5+26.3% | Added |
| Sugarloaf Wealth Management, LLC | 25 | $7.00K | 0.00% | +25 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 25 | $7.00K | 0.00% | +25 | New |
| Lindbrook Capital, LLC | 28 | $8.00K | 0.00% | −33−54.1% | Reduced |
| Earnest Partners LLC | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 33 | $9.00K | 0.01% | +10+43.5% | Added |
| Brown Brothers Harriman & Co | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 35 | $10.0K | 0.00% | +1+2.9% | Added |
| MV Capital Management, Inc. | 35 | $10.0K | 0.00% | +5+16.7% | Added |
| Investment Research & Advisory Group, Inc. | 38 | $10.0K | 0.01% | +38 | New |
| Parkside Financial Bank & Trust | 44 | $12.0K | 0.00% | −18−29.0% | Reduced |
| Ellevest, Inc. | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $12.0K | 0.00% | +28+186.7% | Added |
| Jones Financial Companies LLLP | 49 | $13.0K | 0.00% | −4−7.5% | Reduced |
| Canada Pension Plan Investment Board | 49 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 49 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 49 | $13.0K | 0.00% | +49 | New |
| Zions Bancorporation, N.A. | 50 | $14.0K | 0.00% | −349−87.5% | Reduced |
| Sandy Spring Bank | 50 | $14.0K | 0.00% | −10−16.7% | Reduced |
| Covington Capital Management | 50 | $14.0K | 0.00% | −5−9.1% | Reduced |
| AlphaMark Advisors, LLC | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 56 | $15.0K | 0.00% | −3−5.1% | Reduced |
| Glassman Wealth Services | 54 | $15.0K | 0.00% | −1−1.8% | Reduced |
| Quadrant Capital Group LLC | 54 | $15.0K | 0.00% | +3+5.9% | Added |
| TD Private Client Wealth LLC | 58 | $15.9K | 0.00% | +3+5.5% | Added |
| TCI Wealth Advisors, Inc. | 61 | $17.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 61 | $17.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 62 | $17.0K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 63 | $17.0K | 0.00% | +63 | New |
| Carmichael Hill & Associates, Inc. | 65 | $18.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 69 | $19.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $21.0K | 0.00% | +6+8.5% | Added |
| Brewin Dolphin Ltd | 85 | $23.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 88 | $24.0K | 0.00% | −39,365−99.8% | Reduced |
| Horan Securities, Inc. | 87 | $24.0K | 0.01% | +7+8.8% | Added |
| IFP Advisors, Inc | 134 | $25.0K | 0.00% | −49−26.8% | Reduced |
| Lazard Asset Management LLC | 101 | $26.0K | 0.00% | −59−36.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 95 | $26.0K | 0.00% | +42+79.2% | Added |
| Addison Advisors LLC | 99 | $27.0K | 0.02% | −17−14.7% | Reduced |
| BerganKDV Wealth Management, LLC | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $27.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $27.0K | 0.02% | +100 | New |
| Elequin Capital LP | 101 | $28.0K | 0.01% | +3+3.1% | Added |
| Bessemer Group Inc | 108 | $29.0K | 0.00% | −250−69.8% | Reduced |
| Global Retirement Partners, LLC | 105 | $29.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 117 | $32.0K | 0.01% | +95+431.8% | Added |