| True Wealth Design, LLC | 1 | $270 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $270 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 269 | $283 | 0.00% | +269 | New |
| Motco | 2 | $538 | 0.00% | +2 | New |
| Kistler-Tiffany Companies, LLC | 2 | $539 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $807 | 0.00% | −1−25.0% | Reduced |
| Gradient Investments LLC | 3 | $807 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 3 | $807 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 3 | $807 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 3 | $807 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $808 | 0.00% | −1−25.0% | Reduced |
| Macroview Investment Management LLC | 3 | $808 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $808 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $1.08K | 0.00% | −4−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 5 | $1.34K | 0.00% | +5 | New |
| Montag A & Associates Inc | 5 | $1.35K | 0.00% | −1−16.7% | Reduced |
| Clearstead Advisors, LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6 | $1.61K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $1.88K | 0.00% | +1+16.7% | Added |
| KB Financial Partners, LLC | 7 | $2.00K | 0.00% | −1−12.5% | Reduced |
| Asset Dedication, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Clean Yield Group | 8 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $2.42K | 0.00% | +9 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $2.69K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $2.69K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 11 | $2.96K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $2.96K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 12 | $3.23K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $3.23K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $3.23K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $3.77K | 0.00% | −3−17.6% | Reduced |
| Brown Brothers Harriman & Co | 15 | $4.04K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 16 | $4.30K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 16 | $4.30K | 0.00% | +16 | New |
| EverSource Wealth Advisors, LLC | 17 | $4.57K | 0.00% | +6+54.5% | Added |
| Missouri Trust & Investment Co | 18 | $4.84K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 18 | $5.00K | 0.00% | +17+1,700.0% | Added |
| GPS Wealth Strategies Group, LLC | 19 | $5.11K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 20 | $5.38K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $5.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $5.38K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 22 | $5.92K | 0.00% | +2+10.0% | Added |
| Ronald Blue Trust, Inc. | 21 | $6.00K | 0.00% | −30−58.8% | Reduced |
| Versant Capital Management, Inc | 23 | $6.19K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 24 | $6.46K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 24 | $6.46K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $6.73K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 25 | $6.73K | 0.00% | +7+38.9% | Added |
| Salem Investment Counselors Inc | 25 | $6.73K | 0.00% | +5+25.0% | Added |
| AlphaMark Advisors, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 27 | $7.26K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 27 | $7.26K | 0.00% | +27 | New |
| Earnest Partners LLC | 29 | $7.80K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 29 | $7.80K | 0.00% | +29 | New |
| JFS Wealth Advisors, LLC | 29 | $7.80K | 0.00% | −4−12.1% | Reduced |
| Manchester Capital Management LLC | 29 | $7.80K | 0.00% | +29 | New |
| ICA Group Wealth Management, LLC | 30 | $8.07K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 32 | $8.61K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 33 | $8.88K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 33 | $8.88K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 33 | $8.88K | 0.00% | +10+43.5% | Added |
| Parkside Financial Bank & Trust | 33 | $8.88K | 0.00% | −2−5.7% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $9.42K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $9.42K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 35 | $9.46K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 36 | $9.69K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 36 | $9.69K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 38 | $10.0K | 0.00% | +38 | New |
| Investment Research & Advisory Group, Inc. | 38 | $10.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $10.8K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 44 | $11.8K | 0.00% | +44 | New |
| IFP Advisors, Inc | 247 | $13.5K | 0.00% | −4−1.6% | Reduced |
| TD Waterhouse Canada Inc. | 50 | $13.9K | 0.00% | +6+13.6% | Added |
| Sutton Wealth Advisors Inc. | 52 | $14.0K | 0.01% | +4+8.3% | Added |
| Elequin Capital LP | 53 | $14.3K | 0.01% | +53 | New |
| Newbridge Financial Services Group, Inc. | 55 | $14.8K | 0.01% | +8+17.0% | Added |
| Cohen & Steers, Inc. | 59 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 60 | $16.1K | 0.01% | −2−3.2% | Reduced |
| Sandy Spring Bank | 61 | $16.4K | 0.00% | +11+22.0% | Added |
| Glassman Wealth Services | 65 | $17.5K | 0.00% | −4−5.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 65 | $17.5K | 0.00% | +65 | New |
| TD Private Client Wealth LLC | 66 | $17.8K | 0.00% | +31+88.6% | Added |
| Mizuho Securities Co. Ltd. | 70 | $18.8K | 0.04% | +70 | New |
| Clear Street Markets LLC | 74 | $20.0K | 0.01% | −35−32.1% | Reduced |
| Massmutual Trust Co FSB | 78 | $21.0K | 0.00% | +44+129.4% | Added |
| Horan Securities, Inc. | 80 | $21.5K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 80 | $21.5K | 0.01% | +10+14.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 94 | $25.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 99 | $26.6K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 99 | $26.6K | 0.02% | +99 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $26.9K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $26.9K | 0.00% | −100−50.0% | Reduced |
| Hollencrest Capital Management | 100 | $26.9K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $26.9K | 0.02% | +100 | New |
| Steward Partners Investment Advisory, LLC | 106 | $28.5K | 0.00% | −15−12.4% | Reduced |