| Sofos Investments, Inc. | 0 | $6 | 0.00% | −84−100.0% | Reduced |
| Antonetti Capital Management LLC | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2 | $190 | 0.00% | −274−99.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5 | $377 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $452 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $602 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 11 | $847 | 0.00% | −19−63.3% | Reduced |
| Raffa Wealth Management, LLC | 12 | $903 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $978 | 0.00% | +5+62.5% | Added |
| WestEnd Advisors, LLC | 13 | $978 | 0.00% | +13 | New |
| KB Financial Partners, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 15 | $1.00K | 0.00% | +15 | New |
| Tfo-TDC, LLC | 21 | $1.77K | 0.00% | +6+40.0% | Added |
| Avion Wealth | 35 | $2.00K | 0.00% | +16+84.2% | Added |
| Thompson Siegel & Walmsley LLC | 25 | $2.00K | 0.00% | +25 | New |
| Bradley & Co. Private Wealth Management, LLC | 31 | $2.33K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 33 | $2.46K | 0.00% | +1+3.1% | Added |
| Financial Management Professionals, Inc. | 44 | $3.00K | 0.00% | −17−27.9% | Reduced |
| Institutional & Family Asset Management, LLC | 40 | $3.01K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 45 | $3.38K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 58 | $4.00K | 0.00% | −667−92.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 57 | $4.29K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 59 | $4.45K | 0.00% | −31−34.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 65 | $4.86K | 0.00% | +1+1.6% | Added |
| DB Wealth Management Group, LLC | 65 | $4.89K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 66 | $4.96K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 66 | $4.96K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 64 | $5.00K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 68 | $5.12K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 69 | $5.19K | 0.00% | +69 | New |
| Riverview Trust Co | 72 | $5.42K | 0.00% | −153−68.0% | Reduced |
| Laurel Wealth Advisors LLC | 75 | $5.64K | 0.00% | +75 | New |
| Eagle Bay Advisors LLC | 78 | $5.87K | 0.00% | +14+21.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 84 | $6.32K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 85 | $6.39K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 86 | $6.47K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 91 | $6.88K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 93 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 100 | $7.52K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 100 | $7.52K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $7.59K | 0.00% | +100 | New |
| GoalVest Advisory LLC | 105 | $7.90K | 0.00% | +105 | New |
| Proffitt & Goodson Inc | 109 | $8.20K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 111 | $8.33K | 0.00% | +1+0.9% | Added |
| Annapolis Financial Services, LLC | 112 | $8.43K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 112 | $8.43K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 117 | $8.82K | 0.00% | +10+9.3% | Added |
| Bell Investment Advisors, Inc | 118 | $8.88K | 0.00% | +36+43.9% | Added |
| Evolution Advisers, Inc. | 130 | $9.00K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 120 | $9.03K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 120 | $9.03K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 120 | $9.03K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,502 | $9.30K | 0.00% | −294−5.1% | Reduced |
| USA Financial Portformulas Corp | 125 | $9.40K | 0.01% | −5−3.8% | Reduced |
| Fortis Group Advisors, LLC | 125 | $9.40K | 0.00% | +125 | New |
| Private Ocean, LLC | 129 | $9.70K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 134 | $10.1K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 171 | $12.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 153 | $12.0K | 0.00% | +26+20.5% | Added |
| Nalls Sherbakoff Group, LLC | 162 | $12.2K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 173 | $13.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 181 | $13.6K | 0.01% | −30−14.2% | Reduced |
| Alaska Permanent Fund Corp | 196 | $14.7K | 0.00% | −198−50.3% | Reduced |
| Roble, Belko & Company, Inc | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 203 | $15.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 204 | $15.3K | 0.00% | +14+7.4% | Added |
| Marquette Asset Management, LLC | 210 | $15.8K | 0.00% | −159−43.1% | Reduced |
| Richard W. Paul & Associates, LLC | 225 | $16.9K | 0.01% | −17−7.0% | Reduced |
| Prestige Wealth Management Group LLC | 226 | $17.0K | 0.00% | −85−27.3% | Reduced |
| Union Savings Bank | 230 | $17.3K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 245 | $18.4K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 249 | $18.7K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 250 | $18.8K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 250 | $18.8K | 0.01% | +250 | New |
| Chelsea Counsel Co | 260 | $19.6K | 0.01% | −9,400−97.3% | Reduced |
| Covestor Ltd | 275 | $21.0K | 0.02% | −93−25.3% | Reduced |
| Briaud Financial Planning, Inc | 288 | $21.0K | 0.02% | +288 | New |
| Kelly Financial Services LLC | 285 | $21.4K | 0.01% | +3+1.1% | Added |
| Laffer Tengler Investments | 292 | $22.0K | 0.01% | +292 | New |
| Ameliora Wealth Management Ltd. | 300 | $22.6K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 303 | $22.8K | 0.01% | −177−36.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 304 | $22.9K | 0.01% | +2+0.7% | Added |
| Hanson & Doremus Investment Management | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 313 | $23.5K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 320 | $24.0K | 0.01% | +13+4.2% | Added |
| First Financial Corp | 338 | $25.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 349 | $26.3K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 351 | $26.4K | 0.03% | +242+222.0% | Added |
| Level Financial Advisors, Inc. | 356 | $26.8K | 0.01% | −29−7.5% | Reduced |
| West Oak Capital, LLC | 360 | $27.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 368 | $27.7K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 391 | $27.9K | 0.02% | +375+2,343.8% | Added |
| Tradition Wealth Management, LLC | 369 | $28.0K | 0.00% | +2+0.5% | Added |
| Baldwin Brothers Inc | 379 | $28.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 381 | $28.7K | 0.00% | +97+34.2% | Added |
| Global Financial Private Client, LLC | 400 | $28.7K | 0.01% | 00.0% | Unchanged |