| Gradient Investments LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $317 | 0.00% | – | – |
| Archer Investment Corp | 2 | $589 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $633 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3 | $1.00K | 0.00% | +3 | New |
| Itau Unibanco Holding S.A. | 2 | $1.00K | 0.00% | +2 | New |
| MCF Advisors LLC | 4 | $1.00K | 0.00% | +4 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 4 | $1.27K | 0.00% | −5−55.6% | Reduced |
| Caldwell Trust Co | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $2.00K | 0.00% | −22−81.5% | Reduced |
| Stonebridge Capital Advisors LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| Loomis Sayles & Co L P | 7 | $2.00K | 0.00% | +7 | New |
| Albion Financial Group | 6 | $2.00K | 0.00% | +6 | New |
| Evermay Wealth Management LLC | 6 | $2.00K | 0.00% | +6 | New |
| Laffer Tengler Investments | 9 | $2.86K | 0.00% | +9 | New |
| Ci Investments Inc. | 11 | $3.00K | 0.00% | −209−95.0% | Reduced |
| Eagle Bay Advisors LLC | 10 | $3.00K | 0.00% | −190−95.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 11 | $3.00K | 0.00% | +11 | New |
| NVWM, LLC | 11 | $4.00K | 0.00% | −2,495−99.6% | Reduced |
| Jones Financial Companies LLLP | 14 | $4.00K | 0.00% | −42−75.0% | Reduced |
| West Branch Capital LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $4.00K | 0.00% | +4+40.0% | Added |
| Raffa Wealth Management, LLC | 14 | $4.45K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $5.00K | 0.00% | −405−96.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 15 | $5.00K | 0.00% | +9+150.0% | Added |
| American Portfolios Advisors | 16 | $5.08K | 0.00% | −1,012−98.4% | Reduced |
| TCI Wealth Advisors, Inc. | 18 | $6.00K | 0.00% | −30−62.5% | Reduced |
| Logan Capital Management Inc | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $7.00K | 0.00% | −48−68.6% | Reduced |
| Harvest Fund Management Co., Ltd | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 25 | $8.00K | 0.00% | −4−13.8% | Reduced |
| CNB Bank | 25 | $8.00K | 0.00% | +25 | New |
| BerganKDV Wealth Management, LLC | 27 | $9.00K | 0.00% | −9−25.0% | Reduced |
| Bellwether Advisors, LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $9.00K | 0.00% | +5+22.7% | Added |
| Vigilant Capital Management, LLC | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 33 | $10.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $10.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 30 | $10.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $10.0K | 0.01% | +30 | New |
| Versant Capital Management, Inc | 34 | $11.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 38 | $12.1K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 40 | $13.0K | 0.01% | −4,579−99.1% | Reduced |
| Wolff Wiese Magana LLC | 42 | $13.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 40 | $13.0K | 0.00% | +1+2.6% | Added |
| Farmers & Merchants Investments Inc | 45 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 43 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $15.0K | 0.00% | −356−88.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 46 | $15.0K | 0.00% | −117−71.8% | Reduced |
| Ancora Advisors, LLC | 46 | $15.0K | 0.00% | −4−8.0% | Reduced |
| Laurel Wealth Advisors LLC | 46 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 49 | $16.0K | 0.00% | −346−87.6% | Reduced |
| CVA Family Office, LLC | 51 | $16.0K | 0.00% | +5+10.9% | Added |
| Lindbrook Capital, LLC | 53 | $17.0K | 0.00% | −70−56.9% | Reduced |
| Washington Trust Advisors, Inc. | 53 | $17.0K | 0.00% | −30−36.1% | Reduced |
| Sierra Capital LLC | 52 | $17.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 52 | $17.0K | 0.00% | +52 | New |
| MV Capital Management, Inc. | 56 | $18.0K | 0.00% | +16+40.0% | Added |
| Harding Loevner LP | 78 | $19.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 61 | $19.0K | 0.00% | +2+3.4% | Added |
| Bedel Financial Consulting, Inc. | 59 | $19.0K | 0.01% | −2−3.3% | Reduced |
| JJJ Advisors Inc. | 61 | $19.0K | 0.01% | +12+24.5% | Added |
| Catalyst Capital Advisors LLC | 60 | $19.0K | 0.00% | +12+25.0% | Added |
| Whittier Trust Co of Nevada Inc | 60 | $19.0K | 0.00% | +20+50.0% | Added |
| Atlas Capital Advisors LLC | 62 | $19.7K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 64 | $20.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 67 | $21.0K | 0.00% | +13+24.1% | Added |
| Massmutual Trust Co FSB | 66 | $21.0K | 0.00% | +33+100.0% | Added |
| Money Concepts Capital Corp | 66 | $21.0K | 0.00% | +66 | New |
| Benjamin F. Edwards & Company, Inc. | 69 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 70 | $23.0K | 0.01% | −53−43.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 71 | $23.0K | 0.01% | +11+18.3% | Added |
| Riverview Trust Co | 71 | $23.0K | 0.02% | +71 | New |
| Capital Directions Investment Advisors, LLC | 80 | $25.0K | 0.01% | +80 | New |
| Fortitude Advisory Group L.L.C. | 91 | $28.0K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 70 | $28.0K | 0.00% | 00.0% | Unchanged |