| ClariVest Asset Management LLC | 5 | $0 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 1 | $99 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $197 | 0.00% | +2 | New |
| Retirement Group, LLC | 3 | $296 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $296 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 3 | $296 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 3 | $306 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $395 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 6 | $461 | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 6 | $591 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $681 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7 | $690 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 8 | $698 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $788 | 0.00% | +8 | New |
| North Star Investment Management Corp. | 8 | $789 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 8 | $789 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $986 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10 | $986 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 8 | $1.00K | 0.00% | −21−72.4% | Reduced |
| Avion Wealth | 12 | $1.00K | 0.00% | +12 | New |
| Harbor Investment Advisory, LLC | 12 | $1.18K | 0.00% | −724−98.4% | Reduced |
| SOA Wealth Advisors, LLC. | 12 | $1.18K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 12 | $1.18K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 12 | $1.18K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 13 | $1.28K | 0.00% | +1+8.3% | Added |
| South State Corp. | 13 | $1.28K | 0.00% | +13 | New |
| AllSquare Wealth Management LLC | 16 | $1.58K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 17 | $1.68K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 17 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 18 | $1.77K | 0.00% | +5+38.5% | Added |
| St Germain D J Co Inc | 19 | $1.87K | 0.00% | +19 | New |
| Pacifica Partners Inc. | 20 | $1.88K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 20 | $1.97K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 20 | $1.97K | 0.00% | +20 | New |
| Valley National Advisers Inc | 20 | $2.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 22 | $2.17K | 0.00% | −2−8.3% | Reduced |
| Provenance Wealth Advisors, LLC | 22 | $2.17K | 0.00% | +22 | New |
| Jackson, Grant Investment Advisers, Inc. | 24 | $2.37K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 25 | $2.46K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 27 | $2.76K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 30 | $3.00K | 0.00% | −18−37.5% | Reduced |
| Capital Advisors, Ltd. LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 25 | $3.00K | 0.00% | +9+56.3% | Added |
| Blue Bell Private Wealth Management, LLC | 31 | $3.06K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 32 | $3.15K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 38 | $3.32K | 0.00% | −25−39.7% | Reduced |
| Scopus Asset Management, L.P. | 34 | $3.35K | 0.00% | +34 | New |
| GPS Wealth Strategies Group, LLC | 40 | $3.94K | 0.00% | +40 | New |
| Psagot Value Holdings Ltd. / (Israel) | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 45 | $4.44K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 46 | $4.54K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $4.63K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $4.73K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 50 | $4.93K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 50 | $4.93K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 52 | $5.13K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 55 | $5.42K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 55 | $5.42K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 70 | $6.00K | 0.00% | +70 | New |
| Pinnacle Bancorp, Inc. | 62 | $6.11K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 62 | $6.11K | 0.00% | +62 | New |
| Operose Advisors LLC | 64 | $6.31K | 0.00% | +64 | New |
| Princeton Global Asset Management LLC | 65 | $6.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $7.00K | 0.00% | −23−24.5% | Reduced |
| Financial Management Professionals, Inc. | 67 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 77 | $7.59K | 0.00% | +39+102.6% | Added |
| AdvisorNet Financial, Inc | 78 | $7.64K | 0.00% | −88−53.0% | Reduced |
| Lee Financial Co | 78 | $7.69K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 80 | $7.89K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 80 | $7.89K | 0.00% | +4+5.3% | Added |
| Prestige Wealth Management Group LLC | 80 | $7.89K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 82 | $8.08K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 84 | $8.28K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 86 | $8.36K | 0.00% | +86 | New |
| First Command Advisory Services, Inc. | 90 | $8.87K | 0.00% | +90 | New |
| GW&K Investment Management, LLC | 92 | $9.00K | 0.00% | +24+35.3% | Added |
| Core Alternative Capital | 96 | $9.46K | 0.00% | −95−49.7% | Reduced |
| HighMark Wealth Management LLC | 100 | $9.86K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $9.86K | 0.00% | +100 | New |
| Householder Group Estate & Retirement Specialist, LLC | 103 | $10.2K | 0.00% | +103 | New |
| Glen Eagle Advisors, LLC | 104 | $10.3K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 108 | $10.6K | 0.00% | +108 | New |
| Cornerstone Planning Group LLC | 112 | $11.0K | 0.00% | −10−8.2% | Reduced |
| Macroview Investment Management LLC | 122 | $12.0K | 0.02% | +122 | New |
| Key Financial Inc | 123 | $12.1K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 125 | $12.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 126 | $12.4K | 0.00% | +15+13.5% | Added |
| Highline Wealth Partners LLC | 135 | $13.3K | 0.01% | +135 | New |
| Earnest Partners LLC | 139 | $13.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 142 | $14.0K | 0.00% | +33+30.3% | Added |
| Riverview Trust Co | 144 | $14.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 144 | $14.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 147 | $14.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 150 | $15.0K | 0.01% | +1+0.7% | Added |
| Baystate Wealth Management LLC | 154 | $15.2K | 0.00% | +50+48.1% | Added |
| VisionPoint Advisory Group, LLC | 159 | $15.7K | 0.01% | +159 | New |
| Tyler-Stone Wealth Management | 164 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 173 | $18.0K | 0.00% | +35+25.4% | Added |
| Farmers & Merchants Investments Inc | 188 | $18.5K | 0.00% | +11+6.2% | Added |