| Antonetti Capital Management LLC | 1 | $0 | 0.00% | −29−96.7% | Reduced |
| Marquette Asset Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $410 | 0.00% | – | – |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | −2,978−99.9% | Reduced |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sutton Wealth Advisors Inc. | 3 | $1.23K | 0.00% | −2−40.0% | Reduced |
| Tarbox Family Office, Inc. | 5 | $2.00K | 0.00% | −12−70.6% | Reduced |
| Baystate Wealth Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 5 | $2.00K | 0.00% | +5 | New |
| Charter Oak Capital Management, LLC | 4 | $2.00K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $2.00K | 0.00% | +4 | New |
| Copeland Capital Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Prospera Financial Services Inc | 9 | $4.00K | 0.00% | −6,066−99.9% | Reduced |
| CFS Investment Advisory Services, LLC | 1,549,609 | $4.00K | 0.02% | +1,546,156+44,777.2% | Added |
| Versant Capital Management, Inc | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 9 | $4.00K | 0.00% | −1−10.0% | Reduced |
| Zions Bancorporation, N.A. | 10 | $4.00K | 0.00% | +1+11.1% | Added |
| Albion Financial Group | 9 | $4.00K | 0.00% | +9 | New |
| Concord Wealth Partners | 10 | $4.00K | 0.00% | +10 | New |
| TD Waterhouse Canada Inc. | 12 | $5.00K | 0.00% | −7,334−99.8% | Reduced |
| PFG Private Wealth Management, LLC | 11 | $5.00K | 0.00% | −226−95.4% | Reduced |
| Selective Wealth Management, Inc. | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 13 | $5.00K | 0.00% | +9+225.0% | Added |
| Financial Management Professionals, Inc. | 11 | $5.00K | 0.00% | +11 | New |
| Anchor Investment Management, LLC | 13 | $5.34K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 14 | $6.00K | 0.00% | +14 | New |
| Cordant, Inc. | 14 | $6.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 17 | $6.98K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 16 | $7.00K | 0.00% | −287−94.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 16 | $7.00K | 0.00% | +16 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $8.00K | 0.01% | −60−75.0% | Reduced |
| BerganKDV Wealth Management, LLC | 19 | $8.00K | 0.00% | −14−42.4% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 20 | $8.00K | 0.00% | +20 | New |
| Clean Yield Group | 20 | $8.00K | 0.00% | +20 | New |
| Sageworth Trust Co of South Dakota | 21 | $9.00K | 0.02% | −98−82.4% | Reduced |
| Ranger Investment Management, L.P. | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $9.00K | 0.00% | +13+144.4% | Added |
| Evoke Wealth, LLC | 23 | $9.00K | 0.00% | +20+666.7% | Added |
| Global Financial Private Client, LLC | 22 | $9.18K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 25 | $10.0K | 0.01% | +25 | New |
| Rise Advisors, LLC | 26 | $11.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 26 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 27 | $11.1K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 32 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 31 | $13.0K | 0.00% | +31 | New |
| Solstein Capital, LLC | 34 | $14.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 33 | $14.0K | 0.00% | +33 | New |
| West Paces Advisors Inc. | 38 | $15.6K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 40 | $16.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $16.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 43 | $17.0K | 0.00% | −1−2.3% | Reduced |
| Massmutual Trust Co FSB | 45 | $18.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 45 | $18.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $18.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 52 | $21.0K | 0.00% | +41+372.7% | Added |
| Lindbrook Capital, LLC | 54 | $22.0K | 0.00% | −1−1.8% | Reduced |
| Stonebridge Capital Advisors LLC | 55 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 56 | $23.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $24.0K | 0.00% | +2+3.6% | Added |
| Riverview Trust Co | 59 | $24.0K | 0.02% | +59 | New |
| Dividend Assets Capital, LLC | 67 | $28.0K | 0.01% | −42−38.5% | Reduced |
| TCI Wealth Advisors, Inc. | 70 | $29.0K | 0.00% | +2+2.9% | Added |
| Monolith Advisors | 62 | $29.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 72 | $30.0K | 0.00% | +42+140.0% | Added |
| Addison Advisors LLC | 74 | $30.0K | 0.02% | +51+221.7% | Added |
| First Horizon Advisors, Inc. | 76 | $31.0K | 0.00% | −618−89.0% | Reduced |
| CIBC Private Wealth Group, LLC | 76 | $31.0K | 0.00% | +76 | New |
| FourThought Financial, LLC | 81 | $33.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 84 | $34.0K | 0.01% | −63−42.9% | Reduced |
| Artemis Wealth Advisors, LLC | 86 | $35.0K | 0.01% | +1+1.2% | Added |
| Farmers & Merchants Investments Inc | 92 | $38.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 97 | $40.0K | 0.01% | +17+21.3% | Added |
| American National Bank | 98 | $40.0K | 0.01% | +35+55.6% | Added |
| Optimum Investment Advisors | 100 | $41.0K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $41.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 99 | $41.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 103 | $42.0K | 0.00% | −185−64.2% | Reduced |
| West Branch Capital LLC | 105 | $43.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 106 | $44.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 110 | $45.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 137 | $56.0K | 0.01% | −6−4.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 138 | $57.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 141 | $58.0K | 0.01% | −2−1.4% | Reduced |
| Leonteq Securities AG | 150 | $61.6K | 0.00% | +150 | New |
| Quent Capital, LLC | 153 | $63.0K | 0.01% | −1,411−90.2% | Reduced |
| Brown Brothers Harriman & Co | 156 | $64.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 156 | $64.0K | 0.00% | +153+5,100.0% | Added |
| Tortoise Investment Management, LLC | 163 | $67.0K | 0.01% | −3−1.8% | Reduced |
| Gemmer Asset Management LLC | 171 | $70.0K | 0.01% | +2+1.2% | Added |
| Koshinski Asset Management, Inc. | 173 | $71.1K | 0.01% | −2,037−92.2% | Reduced |
