| WestEnd Advisors, LLC | 3 | $336 | 0.00% | +1+50.0% | Added |
| SOA Wealth Advisors, LLC. | 3 | $336 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $336 | 0.00% | +3 | New |
| Abound Wealth Management | 5 | $564 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10 | $1.00K | 0.00% | +6+150.0% | Added |
| Raffa Wealth Management, LLC | 10 | $1.12K | 0.00% | −11−52.4% | Reduced |
| MCF Advisors LLC | 10 | $1.12K | 0.00% | +10 | New |
| My Personal CFO, LLC | 10 | $1.12K | 0.00% | +10 | New |
| Edge Capital Group, LLC | 12 | $1.34K | 0.00% | +3+33.3% | Added |
| Hexagon Capital Partners LLC | 13 | $1.46K | 0.00% | −8−38.1% | Reduced |
| BerganKDV Wealth Management, LLC | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $1.46K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 14 | $1.57K | 0.00% | +6+75.0% | Added |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | −3−16.7% | Reduced |
| Steward Financial Group LLC | 18 | $2.00K | 0.00% | +18 | New |
| Institutional & Family Asset Management, LLC | 20 | $2.24K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $2.24K | 0.00% | +20 | New |
| Clearview Wealth Advisors LLC | 20 | $2.30K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $2.35K | 0.00% | +21 | New |
| Tortoise Investment Management, LLC | 23 | $2.58K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 24 | $3.00K | 0.00% | −24−50.0% | Reduced |
| Financial Management Professionals, Inc. | 27 | $3.00K | 0.00% | +9+50.0% | Added |
| Schubert & Co | 32 | $3.59K | 0.00% | −6−15.8% | Reduced |
| Carolinas Wealth Consulting LLC | 32 | $3.59K | 0.00% | +32 | New |
| Legend Financial Advisors, Inc. | 38 | $4.26K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 112 | $4.48K | 0.05% | −500−81.7% | Reduced |
| Bell Investment Advisors, Inc | 41 | $4.59K | 0.00% | −5−10.9% | Reduced |
| PrairieView Partners, LLC | 46 | $5.00K | 0.00% | +46 | New |
| Magnolia Capital Management Ltd | 45 | $5.00K | 0.00% | +45 | New |
| FinTrust Capital Advisors, LLC | 47 | $5.27K | 0.00% | +47 | New |
| Western Pacific Wealth Management, LP | 50 | $5.60K | 0.00% | +50 | New |
| Atticus Wealth Management, LLC | 50 | $5.60K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 50 | $5.60K | 0.00% | +11+28.2% | Added |
| Accurate Wealth Management, LLC | 51 | $5.83K | 0.00% | +51 | New |
| Proequities, Inc. | 55 | $6.16K | 0.00% | +32+139.1% | Added |
| Sound Income Strategies, LLC | 55 | $6.16K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 54 | $6.29K | 0.00% | −15−21.7% | Reduced |
| Glen Eagle Advisors, LLC | 61 | $6.86K | 0.00% | +8+15.1% | Added |
| DuPont Capital Management Corp | 62 | $6.95K | 0.00% | −14,824−99.6% | Reduced |
| Massmutual Trust Co FSB | 64 | $7.00K | 0.00% | +5+8.5% | Added |
| SRS Capital Advisors, Inc. | 67 | $7.53K | 0.00% | +58+644.4% | Added |
| Worth Asset Management, LLC | 70 | $7.84K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 70 | $8.00K | 0.00% | +43+159.3% | Added |
| JFS Wealth Advisors, LLC | 77 | $8.63K | 0.00% | −4−4.9% | Reduced |
| CVA Family Office, LLC | 80 | $8.97K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 86 | $9.64K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 94 | $10.0K | 0.00% | +1+1.1% | Added |
| Beacon Capital Management, LLC | 90 | $10.1K | 0.00% | −10−10.0% | Reduced |
| Farmers & Merchants Investments Inc | 91 | $10.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 92 | $10.3K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 93 | $10.4K | 0.00% | +93 | New |
| MV Capital Management, Inc. | 98 | $11.0K | 0.00% | +22+28.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 105 | $11.8K | 0.00% | +105 | New |
| Comerica Securities,inc. | 106 | $11.9K | 0.00% | +106 | New |
| TD Private Client Wealth LLC | 116 | $13.0K | 0.00% | −168−59.2% | Reduced |
| TCI Wealth Advisors, Inc. | 116 | $13.0K | 0.00% | −77−39.9% | Reduced |
| Roble, Belko & Company, Inc | 120 | $13.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 118 | $13.2K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 119 | $13.3K | 0.00% | −8−6.3% | Reduced |
| Zullo Investment Group, Inc. | 119 | $13.3K | 0.01% | +17+16.7% | Added |
| Harvest Fund Management Co., Ltd | 126 | $14.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $14.0K | 0.01% | +123 | New |
| New England Capital Financial Advisors LLC | 129 | $14.6K | 0.01% | +129 | New |
| Hanson & Doremus Investment Management | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 157 | $17.6K | 0.01% | +75+91.5% | Added |
| Semmax Financial Advisors Inc. | 154 | $18.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 160 | $18.0K | 0.16% | +160 | New |
| Federation des caisses Desjardins du Quebec | 175 | $19.6K | 0.00% | −1,903−91.6% | Reduced |
| Hollencrest Capital Management | 183 | $20.5K | 0.00% | +183 | New |
| Lindbrook Capital, LLC | 184 | $20.6K | 0.00% | +133+260.8% | Added |
| Versant Capital Management, Inc | 193 | $21.6K | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 197 | $22.1K | 0.00% | +197 | New |
| Zions Bancorporation, N.A. | 198 | $22.2K | 0.00% | −4−2.0% | Reduced |
| Accel Wealth Management | 200 | $22.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 200 | $22.9K | 0.01% | +200 | New |
| Creative Financial Designs Inc | 212 | $23.8K | 0.00% | −110−34.2% | Reduced |
| Pin Oak Investment Advisors Inc | 210 | $24.0K | 0.03% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 216 | $24.2K | 0.01% | −1−0.5% | Reduced |
| First Manhattan Co | 216 | $24.2K | 0.00% | +216 | New |
| CoreCap Advisors, LLC | 216 | $24.2K | 0.00% | +216 | New |
| Dark Forest Capital Management LP | 231 | $25.9K | 0.01% | +231 | New |
| First Horizon Advisors, Inc. | 260 | $29.1K | 0.00% | +250+2,500.0% | Added |
| Baystate Wealth Management LLC | 277 | $31.0K | 0.00% | +2+0.7% | Added |
| Bessemer Group Inc | 288 | $32.0K | 0.00% | −345−54.5% | Reduced |
| Colonial Trust Advisors | 293 | $32.8K | 0.00% | +293 | New |
| Westside Investment Management, Inc. | 300 | $33.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 300 | $33.6K | 0.00% | +300 | New |
| WFA of San Diego, LLC | 300 | $33.6K | 0.03% | +300 | New |
| Covestor Ltd | 300 | $34.0K | 0.03% | −203−40.4% | Reduced |
| Ronald Blue Trust, Inc. | 347 | $36.0K | 0.00% | +288+488.1% | Added |
| Quent Capital, LLC | 321 | $36.0K | 0.01% | −38−10.6% | Reduced |
| Front Row Advisors LLC | 336 | $38.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 40,000 | $38.0K | 0.00% | +20,000+100.0% | Added |
| Global Retirement Partners, LLC | 343 | $38.5K | 0.00% | +145+73.2% | Added |
| Phocas Financial Corp. | 380 | $42.6K | 0.01% | +380 | New |
| Fortis Capital Advisors, LLC | 382 | $42.8K | 0.03% | +382 | New |
| Ci Investments Inc. | 392 | $44.0K | 0.00% | −1,681−81.1% | Reduced |
