| WestEnd Advisors, LLC | – | $315 | 0.00% | – | – |
| Simon Quick Advisors, LLC | 11 | $1.00K | 0.00% | −9−45.0% | Reduced |
| Global Financial Private Client, LLC | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $2.00K | 0.00% | +12 | New |
| MCF Advisors LLC | 11 | $2.00K | 0.00% | +11 | New |
| Retirement Group, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 22 | $3.00K | 0.00% | +22 | New |
| Column Capital Advisors, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 32 | $5.00K | 0.00% | −5,191−99.4% | Reduced |
| Manchester Capital Management LLC | 29 | $5.00K | 0.00% | −19−39.6% | Reduced |
| Evolution Wealth Advisors, LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $6.00K | 0.00% | +7+21.2% | Added |
| Arcadia Investment Advisors LLC | 42 | $6.62K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 46 | $7.00K | 0.00% | +46 | New |
| Concord Wealth Partners | 50 | $8.00K | 0.00% | −71−58.7% | Reduced |
| Skylands Capital, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 53 | $8.00K | 0.00% | +15+39.5% | Added |
| Clearview Wealth Advisors LLC | 59 | $9.00K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 54 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 58 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 60 | $9.00K | 0.00% | +60 | New |
| Pflug Koory, LLC | 66 | $10.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 68 | $10.7K | 0.00% | +68 | New |
| Trustcore Financial Services, LLC | 72 | $11.0K | 0.00% | +72 | New |
| Arkadios Wealth Advisors | 81 | $12.0K | 0.00% | −48−37.2% | Reduced |
| Community Bank, N.A. | 76 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 76 | $12.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 73 | $12.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 77 | $12.1K | 0.00% | +28+57.1% | Added |
| Evoke Wealth, LLC | 84 | $13.0K | 0.00% | −19−18.4% | Reduced |
| Sound Income Strategies, LLC | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 92 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 87 | $14.0K | 0.00% | +23+35.9% | Added |
| Private Ocean, LLC | 96 | $15.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 98 | $15.0K | 0.00% | +50+104.2% | Added |
| North Star Investment Management Corp. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 90 | $16.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 107 | $17.0K | 0.00% | −30−21.9% | Reduced |
| Washington Trust Co | 105 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 110 | $17.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 110 | $17.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 106 | $17.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 120 | $18.9K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 123 | $19.0K | 0.00% | +1+0.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 130 | $20.0K | 0.00% | +130 | New |
| TCTC Holdings, LLC | 138 | $22.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 141 | $22.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 138 | $22.0K | 0.00% | +138 | New |
| Resolute Partners Group | 148 | $23.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 152 | $24.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 152 | $24.0K | 0.00% | +152 | New |
| Glassman Wealth Services | 156 | $25.0K | 0.01% | +20+14.7% | Added |
| Canton Hathaway, LLC | 165 | $26.0K | 0.01% | +165 | New |
| D'Orazio & Associates, Inc. | 193 | $30.0K | 0.01% | +193 | New |
| Sutton Wealth Advisors Inc. | 191 | $30.1K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 195 | $31.0K | 0.01% | −45−18.8% | Reduced |
| Bedel Financial Consulting, Inc. | 197 | $31.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 195 | $31.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 202 | $32.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 221 | $35.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 228 | $36.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 230 | $36.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 230 | $36.0K | 0.01% | +230 | New |
| Hoey Investments, Inc | 238 | $37.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 245 | $38.0K | 0.01% | +1+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 253 | $40.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 259 | $40.8K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 268 | $42.0K | 0.03% | +200+294.1% | Added |
| Gemmer Asset Management LLC | 276 | $43.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 272 | $43.0K | 0.00% | +110+67.9% | Added |
| Ancora Advisors, LLC | 280 | $44.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 277 | $44.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 292 | $46.0K | 0.03% | +121+70.8% | Added |
| FinTrust Capital Advisors, LLC | 297 | $47.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 300 | $47.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 296 | $47.0K | 0.03% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $47.0K | 0.07% | +300 | New |
| Peoples Financial Services Corp. | 300 | $48.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 314 | $49.0K | 0.00% | −41−11.5% | Reduced |
| Reilly Financial Advisors, LLC | 314 | $49.0K | 0.00% | +100+46.7% | Added |
| Sonora Investment Management, LLC | 317 | $50.0K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 328 | $52.0K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 360 | $57.0K | 0.04% | 00.0% | Unchanged |