| WestEnd Advisors, LLC | – | $857 | 0.00% | – | – |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Bellwether Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| HighMark Wealth Management LLC | 7 | $2.00K | 0.00% | −2−22.2% | Reduced |
| Edge Wealth Management LLC | 8 | $2.00K | 0.00% | +8 | New |
| Security National Trust Co | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $3.00K | 0.00% | −2−14.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $3.00K | 0.00% | +10 | New |
| Front Row Advisors LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $5.00K | 0.00% | −9−33.3% | Reduced |
| Albion Financial Group | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 16 | $5.00K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 17 | $5.00K | 0.00% | +3+21.4% | Added |
| Raffa Wealth Management, LLC | 19 | $5.43K | 0.00% | +6+46.2% | Added |
| O'Dell Group, LLC | 21 | $6.00K | 0.00% | +21 | New |
| Meridian Wealth Partners, LLC | 20 | $6.00K | 0.00% | +20 | New |
| Glen Eagle Advisors, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 24 | $7.00K | 0.01% | +24 | New |
| Aspire Private Capital, LLC | 27 | $8.00K | 0.00% | −2,011−98.7% | Reduced |
| Altshuler Shaham Ltd | 27 | $8.00K | 0.00% | −2−6.9% | Reduced |
| Liberty Wealth Management LLC | 30 | $8.00K | 0.00% | +15+100.0% | Added |
| Smith Group Asset Management, LLC | 29 | $8.00K | 0.00% | +29 | New |
| Pinnacle Bancorp, Inc. | 33 | $9.00K | 0.00% | −7−17.5% | Reduced |
| Evolution Wealth Advisors, LLC | 33 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 31 | $9.00K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 31 | $9.00K | 0.00% | +15+93.8% | Added |
| Arkadios Wealth Advisors | 35 | $10.0K | 0.00% | −47−57.3% | Reduced |
| Tortoise Investment Management, LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 34 | $10.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 45 | $13.0K | 0.00% | +1+2.3% | Added |
| Coastal Capital Group, Inc. | 44 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 47 | $13.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 49 | $14.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 53 | $15.0K | 0.01% | −55−50.9% | Reduced |
| Clean Yield Group | 51 | $15.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 55 | $16.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 60 | $17.0K | 0.00% | +60 | New |
| CVA Family Office, LLC | 90 | $19.0K | 0.01% | −319−78.0% | Reduced |
| Massmutual Trust Co FSB | 67 | $19.0K | 0.00% | −4−5.6% | Reduced |
| Sonora Investment Management, LLC | 68 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $19.0K | 0.01% | +66 | New |
| IronBridge Private Wealth, LLC | 69 | $20.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 75 | $21.0K | 0.00% | +75 | New |
| D'Orazio & Associates, Inc. | 72 | $21.0K | 0.01% | +72 | New |
| Evoke Wealth, LLC | 78 | $22.0K | 0.00% | −9−10.3% | Reduced |
| BDO Wealth Advisors, LLC | 77 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 84 | $24.0K | 0.00% | +84 | New |
| Tarbox Family Office, Inc. | 87 | $25.0K | 0.00% | −4−4.4% | Reduced |
| Kowal Investment Group, LLC | 86 | $25.0K | 0.01% | +86 | New |
| Fred Alger Management, LLC | 92 | $26.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 92 | $26.0K | 0.01% | +92 | New |
| Davidson Kempner Capital Management LP | 100 | $29.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 106 | $30.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 106 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 105 | $30.0K | 0.01% | +2+1.9% | Added |
| Baystate Wealth Management LLC | 106 | $31.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $31.4K | 0.04% | +110 | New |
| Jones Financial Companies LLLP | 116 | $33.0K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 120 | $34.0K | 0.00% | +120 | New |
| Asset Dedication, LLC | 131 | $37.0K | 0.00% | +131 | New |
| Earnest Partners LLC | 133 | $38.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 136 | $39.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 151 | $43.0K | 0.00% | +151 | New |
| Valley National Advisers Inc | 171 | $49.0K | 0.01% | +131+327.5% | Added |
| Archer Investment Corp | 175 | $50.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 183 | $52.0K | 0.03% | +10+5.8% | Added |
| Cranbrook Wealth Management, LLC | 188 | $54.0K | 0.01% | +15+8.7% | Added |
| GPS Wealth Strategies Group, LLC | 200 | $57.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 200 | $57.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 200 | $57.0K | 0.02% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 17 | $58.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 207 | $59.0K | 0.01% | −4−1.9% | Reduced |
| Cahill Financial Advisors Inc | 225 | $64.0K | 0.01% | +225 | New |
| Global Financial Private Client, LLC | 222 | $64.6K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 226 | $65.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 229 | $65.0K | 0.01% | +185+420.5% | Added |
| NEXT Financial Group, Inc | 234 | $67.0K | 0.01% | +138+143.8% | Added |
| Montag A & Associates Inc | 250 | $71.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 261 | $75.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 265 | $76.0K | 0.00% | −90−25.4% | Reduced |
| Farmers & Merchants Investments Inc | 277 | $79.0K | 0.00% | +5+1.8% | Added |
| Consolidated Planning Corp | 282 | $81.0K | 0.05% | +282 | New |
| SRS Capital Advisors, Inc. | 286 | $82.0K | 0.01% | +4+1.4% | Added |
| Bollard Group LLC | 291 | $83.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 295 | $84.0K | 0.03% | −3−1.0% | Reduced |
| Lindbrook Capital, LLC | 294 | $84.0K | 0.02% | +18+6.5% | Added |
| Harbour Investments, Inc. | 316 | $90.0K | 0.00% | −17−5.1% | Reduced |
| Wolverine Asset Management LLC | 316 | $90.0K | 0.00% | +74+30.6% | Added |
| Hexagon Capital Partners LLC | 329 | $94.0K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 329 | $94.0K | 0.05% | +329 | New |
| Trustcore Financial Services, LLC | 333 | $95.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 345 | $98.6K | 0.01% | +250+263.2% | Added |
| Washington Trust Co | 352 | $101.0K | 0.00% | 00.0% | Unchanged |
