| Sugarloaf Wealth Management, LLC | 54 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $206 | 0.00% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 2 | $413 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 6 | $1.00K | 0.00% | −2−25.0% | Reduced |
| Covestor Ltd | 5 | $1.00K | 0.00% | −3−37.5% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5 | $1.00K | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 6 | $1.00K | 0.00% | +6 | New |
| Steward Financial Group LLC | 6 | $1.00K | 0.00% | +6 | New |
| Archer Investment Corp | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 7 | $1.48K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12 | $2.00K | 0.00% | −4−25.0% | Reduced |
| Loomis Sayles & Co L P | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 13 | $2.68K | 0.00% | −5−27.8% | Reduced |
| Heritage Wealth Management, LLC | 14 | $2.89K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 14 | $3.00K | 0.00% | −1,966−99.3% | Reduced |
| Financial Management Professionals, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 15 | $3.00K | 0.00% | +15 | New |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 18 | $3.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $4.00K | 0.00% | −15−45.5% | Reduced |
| Ellevest, Inc. | 18 | $4.00K | 0.00% | −7−28.0% | Reduced |
| Solstein Capital, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $4.00K | 0.00% | +8+80.0% | Added |
| Eagle Bay Advisors LLC | 23 | $4.74K | 0.00% | +23 | New |
| Lazard Asset Management LLC | 26 | $5.00K | 0.00% | −71−73.2% | Reduced |
| Global Financial Private Client, LLC | 28 | $5.91K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $6.00K | 0.00% | −15−34.1% | Reduced |
| Front Row Advisors LLC | 32 | $7.00K | 0.00% | −4−11.1% | Reduced |
| Dark Forest Capital Management LP | 34 | $7.00K | 0.00% | +34 | New |
| TCI Wealth Advisors, Inc. | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 37 | $8.00K | 0.00% | +18+94.7% | Added |
| Rosenberg Matthew Hamilton | 43 | $9.00K | 0.00% | +43 | New |
| Cambridge Trust Co | 53 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 46 | $11.0K | 0.00% | +46 | New |
| Vigilant Capital Management, LLC | 57 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 56 | $12.0K | 0.00% | +2+3.7% | Added |
| Riverview Trust Co | 62 | $13.0K | 0.01% | −59−48.8% | Reduced |
| Lee Financial Co | 64 | $13.0K | 0.00% | −15−19.0% | Reduced |
| Massmutual Trust Co FSB | 61 | $13.0K | 0.00% | +29+90.6% | Added |
| Zions Bancorporation, N.A. | 70 | $14.0K | 0.00% | +33+89.2% | Added |
| Logan Capital Management Inc | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 71 | $15.0K | 0.00% | +71 | New |
| Bell Investment Advisors, Inc | 71 | $15.0K | 0.00% | +71 | New |
| Earnest Partners LLC | 78 | $16.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 76 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 76 | $16.0K | 0.01% | +2+2.7% | Added |
| Zullo Investment Group, Inc. | 80 | $16.0K | 0.01% | +4+5.3% | Added |
| State of Wyoming | 85 | $18.0K | 0.01% | −101−54.3% | Reduced |
| Sierra Capital LLC | 88 | $18.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 90 | $19.0K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 91 | $19.0K | 0.00% | +91 | New |
| Glassman Wealth Services | 91 | $19.0K | 0.00% | +91 | New |
| Newbridge Financial Services Group, Inc. | 96 | $20.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 101 | $21.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 106 | $22.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 123 | $25.0K | 0.02% | −43−25.9% | Reduced |
| FourThought Financial, LLC | 122 | $25.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 133 | $27.0K | 0.02% | +1+0.8% | Added |
| HM Payson & Co | 140 | $29.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $31.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 157 | $32.0K | 0.00% | −354−69.3% | Reduced |
| Brown Brothers Harriman & Co | 158 | $33.0K | 0.00% | +43+37.4% | Added |
| Urban Wealth Management, LLC | 160 | $33.0K | 0.11% | +160 | New |
| High Net Worth Advisory Group LLC | 200 | $41.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 210 | $43.0K | 0.01% | +115+121.1% | Added |
| Clear Street Markets LLC | 211 | $43.0K | 0.01% | +170+414.6% | Added |
| Quent Capital, LLC | 215 | $44.0K | 0.01% | −20−8.5% | Reduced |
| Parkside Financial Bank & Trust | 220 | $46.0K | 0.01% | +126+134.0% | Added |
| Larson Financial Group LLC | 253 | $52.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 255 | $53.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 272 | $56.0K | 0.00% | +272 | New |
| Brewin Dolphin Wealth Management Ltd | 275 | $57.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 278 | $57.0K | 0.00% | +278 | New |
| Harbour Investments, Inc. | 296 | $61.0K | 0.00% | +296 | New |
| Standard Family Office LLC | 335 | $69.0K | 0.68% | +159+90.3% | Added |
| AdvisorNet Financial, Inc | 339 | $70.0K | 0.01% | −232−40.6% | Reduced |
| SRS Capital Advisors, Inc. | 416 | $86.0K | 0.01% | −1−0.2% | Reduced |
| Lumature Wealth Partners, LLC | 426 | $88.0K | 0.04% | −249−36.9% | Reduced |
| Arlington Partners LLC | 443 | $91.0K | 0.03% | 00.0% | Unchanged |
| Newfound Research LLC | 461 | $95.0K | 0.20% | −203−30.6% | Reduced |
| Huntington National Bank | 470 | $97.0K | 0.00% | −359−43.3% | Reduced |