| Ossiam | 2 | $1.00K | 0.00% | −45−95.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1 | $1.00K | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $1.61K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Eagle Bay Advisors LLC | 5 | $2.68K | 0.00% | +5 | New |
| Jones Financial Companies LLLP | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7 | $4.00K | 0.00% | −5−41.7% | Reduced |
| Money Concepts Capital Corp | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $4.00K | 0.00% | +3+60.0% | Added |
| Schubert & Co | 7 | $4.00K | 0.00% | +3+75.0% | Added |
| Ten Capital Wealth Advisors, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $5.00K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $5.00K | 0.00% | +10 | New |
| MV Capital Management, Inc. | 11 | $6.00K | 0.00% | −26−70.3% | Reduced |
| Private Capital Group, LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 14 | $7.51K | 0.00% | +14 | New |
| MUFG Americas Holdings Corp | 14 | $8.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 14 | $8.00K | 0.00% | +14 | New |
| Ronald Blue Trust, Inc. | 12 | $8.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 17 | $9.12K | 0.00% | +6+54.5% | Added |
| Northwest Investment Counselors, LLC | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 20 | $11.0K | 0.01% | +2+11.1% | Added |
| Heritage Financial Services, LLC | 21 | $11.0K | 0.01% | +21 | New |
| Earnest Partners LLC | 23 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 22 | $12.0K | 0.00% | +2+10.0% | Added |
| JFS Wealth Advisors, LLC | 22 | $12.0K | 0.00% | +9+69.2% | Added |
| Assetmark, Inc | 22 | $12.0K | 0.00% | +20+1,000.0% | Added |
| TD Ameritrade Investment Management, LLC | 25 | $13.0K | 0.00% | −2−7.4% | Reduced |
| Zions Bancorporation, N.A. | 24 | $13.0K | 0.00% | −3−11.1% | Reduced |
| Howe & Rusling Inc | 25 | $13.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $13.0K | 0.00% | +25 | New |
| Washington Trust Co | 26 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 27 | $14.0K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 28 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 30 | $16.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $17.0K | 0.00% | +2+6.7% | Added |
| Massmutual Trust Co FSB | 33 | $18.0K | 0.00% | −3−8.3% | Reduced |
| Smithfield Trust Co | 32 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 35 | $18.8K | 0.00% | +35 | New |
| Private Trust Co NA | 36 | $19.0K | 0.00% | +36 | New |
| Bartlett & Co. LLC | 35 | $19.0K | 0.00% | +35 | New |
| BDO Wealth Advisors, LLC | 42 | $23.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 42 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 46 | $25.0K | 0.00% | +1+2.2% | Added |
| Proequities, Inc. | 50 | $27.0K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 50 | $27.0K | 0.00% | +50 | New |
| Cordasco Financial Network | 53 | $28.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 54 | $29.0K | 0.01% | −11−16.9% | Reduced |
| KB Financial Partners, LLC | 60 | $32.0K | 0.01% | −71−54.2% | Reduced |
| FourThought Financial, LLC | 60 | $32.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 69 | $37.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 72 | $39.0K | 0.01% | +3+4.3% | Added |
| CX Institutional | 72 | $39.0K | 0.00% | +72 | New |
| TD Private Client Wealth LLC | 73 | $39.2K | 0.00% | −23−24.0% | Reduced |
| Pacer Advisors, Inc. | 83 | $45.0K | 0.00% | −3,073−97.4% | Reduced |
| Arlington Partners LLC | 86 | $46.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 85 | $46.0K | 0.00% | +44+107.3% | Added |
| Parkside Financial Bank & Trust | 88 | $47.0K | 0.01% | −6−6.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 99 | $53.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 107 | $57.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 109 | $58.0K | 0.01% | −69−38.8% | Reduced |
| Clear Street Markets LLC | 111 | $60.0K | 0.02% | +89+404.5% | Added |
| Prospera Financial Services Inc | 113 | $61.0K | 0.00% | −50−30.7% | Reduced |
| Washington Trust Advisors, Inc. | 113 | $61.0K | 0.01% | +2+1.8% | Added |
| Pittenger & Anderson Inc | 115 | $62.0K | 0.00% | +2+1.8% | Added |
| HHM Wealth Advisors, LLC | 117 | $63.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 125 | $67.0K | 0.00% | +70+127.3% | Added |
| Hazlett, Burt & Watson, Inc. | 128 | $68.0K | 0.06% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 130 | $70.0K | 0.00% | +130 | New |
| TCI Wealth Advisors, Inc. | 136 | $73.0K | 0.01% | −13−8.7% | Reduced |