| Asset Dedication, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 12 | $0 | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | +11 | New |
| WestEnd Advisors, LLC | 2 | $81 | 0.00% | – | – |
| Kelly Financial Services LLC | 15 | $609 | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 30 | $1.00K | 0.00% | −4−11.8% | Reduced |
| Carroll Financial Associates, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 25 | $1.00K | 0.00% | −12−32.4% | Reduced |
| Massmutual Trust Co FSB | 20 | $1.00K | 0.00% | +20 | New |
| Column Capital Advisors, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Newbridge Financial Services Group, Inc. | 24 | $1.00K | 0.00% | +24 | New |
| Schubert & Co | 30 | $1.00K | 0.00% | +30 | New |
| Tucker Asset Management LLC | 39 | $1.59K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 55 | $2.00K | 0.00% | +19+52.8% | Added |
| JFS Wealth Advisors, LLC | 54 | $2.00K | 0.00% | +54 | New |
| Amplius Wealth Advisors, LLC | 58 | $2.00K | 0.00% | +58 | New |
| Leonteq Securities AG | 55 | $2.23K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 72 | $2.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $2.96K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 86 | $3.00K | 0.00% | +86 | New |
| Plante Moran Financial Advisors, LLC | 83 | $3.00K | 0.00% | +83 | New |
| Sierra Capital LLC | 70 | $3.00K | 0.00% | +70 | New |
| Canada Pension Plan Investment Board | 104 | $4.00K | 0.00% | −3,620−97.2% | Reduced |
| Gradient Investments LLC | 88 | $4.00K | 0.00% | −112−56.0% | Reduced |
| Harbor Investment Advisory, LLC | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 108 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 103 | $4.00K | 0.00% | +10+10.8% | Added |
| Accel Wealth Management | 93 | $4.00K | 0.00% | +38+69.1% | Added |
| Reilly Financial Advisors, LLC | 98 | $4.00K | 0.00% | +98 | New |
| EverSource Wealth Advisors, LLC | 105 | $4.00K | 0.00% | +105 | New |
| Aquatic Capital Management LLC | 100 | $4.00K | 0.01% | +100 | New |
| MUFG Americas Holdings Corp | 132 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 127 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 135 | $5.00K | 0.00% | +1+0.7% | Added |
| Leverty Financial Group, LLC | 142 | $5.00K | 0.00% | +142 | New |
| Brown Brothers Harriman & Co | 150 | $6.00K | 0.00% | −966−86.6% | Reduced |
| Financial Management Professionals, Inc. | 154 | $6.00K | 0.00% | −318−67.4% | Reduced |
| Howe & Rusling Inc | 152 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 148 | $6.00K | 0.00% | −3−2.0% | Reduced |
| Globeflex Capital L P | 150 | $6.00K | 0.00% | +150 | New |
| American Portfolios Advisors | 155 | $6.29K | 0.00% | +50+47.6% | Added |
| Front Row Advisors LLC | 180 | $7.00K | 0.00% | −90−33.3% | Reduced |
| SOA Wealth Advisors, LLC. | 195 | $7.00K | 0.00% | +2+1.0% | Added |
| McIlrath & Eck, LLC | 205 | $8.00K | 0.00% | +1+0.5% | Added |
| Spectrum Management Group, LLC | 191 | $8.00K | 0.00% | +1+0.5% | Added |
| Total Clarity Wealth Management, Inc. | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 193 | $8.00K | 0.00% | +193 | New |
| SkyView Investment Advisors, LLC | 198 | $8.00K | 0.00% | +198 | New |
| Brown, Lisle/Cummings, Inc. | 200 | $8.12K | 0.00% | +200 | New |
| Trustcore Financial Services, LLC | 224 | $9.00K | 0.00% | −400−64.1% | Reduced |
| Tarbox Family Office, Inc. | 222 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 217 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 217 | $9.00K | 0.00% | +201+1,256.3% | Added |
| Signet Financial Management, LLC | 214 | $9.00K | 0.00% | +214 | New |
| Fieldpoint Private Securities, LLC | 225 | $9.00K | 0.00% | +225 | New |
| TCI Wealth Advisors, Inc. | 236 | $10.0K | 0.00% | +4+1.7% | Added |
| Carolinas Wealth Consulting LLC | 277 | $11.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 277 | $11.0K | 0.00% | +277 | New |
| Albion Financial Group | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 302 | $12.0K | 0.01% | +302 | New |
| Princeton Global Asset Management LLC | 312 | $13.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 350 | $14.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 342 | $14.0K | 0.00% | +42+14.0% | Added |
| Quadrant Capital Group LLC | 359 | $15.0K | 0.00% | −58−13.9% | Reduced |
| Atlas Capital Advisors LLC | 390 | $15.8K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 395 | $16.0K | 0.00% | +250+172.4% | Added |
| Tortoise Investment Management, LLC | 430 | $17.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 414 | $17.0K | 0.00% | +2+0.5% | Added |
| Dark Forest Capital Management LP | 477 | $19.0K | 0.01% | −3,044−86.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 479 | $19.0K | 0.01% | +479 | New |
| KB Financial Partners, LLC | 462 | $19.0K | 0.01% | +462 | New |
| Caldwell Trust Co | 500 | $20.3K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 512 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 537 | $22.0K | 0.00% | −256−32.3% | Reduced |
| Signaturefd, LLC | 545 | $22.0K | 0.00% | −56−9.3% | Reduced |
| Chilton Capital Management LLC | 530 | $22.0K | 0.00% | +530 | New |
| Bedel Financial Consulting, Inc. | 620 | $25.0K | 0.01% | −163−20.8% | Reduced |
| TD Waterhouse Canada Inc. | 511 | $25.7K | 0.00% | +511 | New |
| Parallel Advisors, LLC | 647 | $26.0K | 0.00% | +25+4.0% | Added |
| Counterpoint Mutual Funds LLC | 629 | $26.0K | 0.02% | +112+21.7% | Added |
| Parkside Financial Bank & Trust | 723 | $29.0K | 0.01% | −6−0.8% | Reduced |
| Pinnacle Bancorp, Inc. | 731 | $30.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 768 | $31.0K | 0.00% | +49+6.8% | Added |
| Confluence Wealth Services, Inc. | 836 | $33.0K | 0.01% | +836 | New |
| Valley National Advisers Inc | 834 | $34.0K | 0.01% | −55−6.2% | Reduced |
| DekaBank Deutsche Girozentrale | 920 | $37.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 905 | $37.0K | 0.00% | 00.0% | Unchanged |