| WestEnd Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $327 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| NewSquare Capital LLC | 9 | $1.00K | 0.00% | +9 | New |
| Delos Wealth Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| HM Payson & Co | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $2.00K | 0.00% | −1−9.1% | Reduced |
| MCF Advisors LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $2.00K | 0.00% | −2−14.3% | Reduced |
| HighMark Wealth Management LLC | 10 | $2.00K | 0.00% | −3−23.1% | Reduced |
| Disciplined Investments, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Abound Wealth Management | 17 | $2.78K | 0.00% | +17 | New |
| Blue Bell Private Wealth Management, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $3.00K | 0.00% | −1−4.8% | Reduced |
| Beacon Capital Management, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 18 | $3.00K | 0.00% | +4+28.6% | Added |
| Legend Financial Advisors, Inc. | 19 | $3.10K | 0.00% | +19 | New |
| Ranger Investment Management, L.P. | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $4.00K | 0.00% | +6+33.3% | Added |
| DT Investment Partners, LLC | 23 | $4.00K | 0.00% | +23 | New |
| Strengthening Families & Communities, LLC | 29 | $4.00K | 0.00% | +29 | New |
| Leonteq Securities AG | 26 | $4.25K | 0.00% | −108−80.6% | Reduced |
| Hartford Financial Management Inc. | 33 | $5.00K | 0.00% | −4−10.8% | Reduced |
| Tradition Wealth Management, LLC | 31 | $5.00K | 0.00% | +1+3.3% | Added |
| Asset Dedication, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Atlas Capital Advisors LLC | 31 | $5.07K | 0.00% | −300−90.6% | Reduced |
| Sutton Wealth Advisors Inc. | 34 | $5.56K | 0.00% | +4+13.3% | Added |
| Surevest, LLC | 34 | $6.00K | 0.00% | +15+78.9% | Added |
| Howe & Rusling Inc | 38 | $6.00K | 0.00% | +38 | New |
| Moisand Fitzgerald Tamayo, LLC | 37 | $6.00K | 0.00% | +37 | New |
| SRS Capital Advisors, Inc. | 40 | $7.00K | 0.00% | +6+17.6% | Added |
| Investors Research Corp | 45 | $7.00K | 0.00% | +22+95.7% | Added |
| Raffa Wealth Management, LLC | 44 | $7.19K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 51 | $8.00K | 0.00% | +51 | New |
| Cutler Group LP | 50 | $8.00K | 0.00% | +50 | New |
| Standard Family Office LLC | 46 | $8.00K | 0.00% | +46 | New |
| Pittenger & Anderson Inc | 54 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 54 | $9.00K | 0.00% | +51+1,700.0% | Added |
| Capital Analysts, LLC | 56 | $9.00K | 0.00% | +56 | New |
| Professional Financial Advisors, LLC | 64 | $10.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 60 | $10.0K | 0.00% | +6+11.1% | Added |
| Capital Advisors, Ltd. LLC | 62 | $10.0K | 0.00% | +41+195.2% | Added |
| Evoke Wealth, LLC | 66 | $11.0K | 0.00% | −2−2.9% | Reduced |
| JFS Wealth Advisors, LLC | 70 | $11.0K | 0.00% | +14+25.0% | Added |
| Aspire Private Capital, LLC | 76 | $12.0K | 0.00% | −2−2.6% | Reduced |
| MUFG Americas Holdings Corp | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 74 | $12.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 81 | $13.0K | 0.00% | −94−53.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 79 | $13.0K | 0.00% | +79 | New |
| Almanack Investment Partners, LLC. | 79 | $13.0K | 0.00% | +79 | New |
| Clearview Wealth Advisors LLC | 92 | $15.0K | 0.01% | −63−40.6% | Reduced |
| Core Alternative Capital | 99 | $16.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $16.0K | 0.00% | +100 | New |
| Alaska Permanent Fund Corp | 103 | $17.0K | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 104 | $17.1K | 0.02% | +104 | New |
| Prestige Wealth Management Group LLC | 113 | $18.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 108 | $18.0K | 0.01% | +60+125.0% | Added |
| AdvisorNet Financial, Inc | 123 | $20.0K | 0.00% | +28+29.5% | Added |
| Barrett & Company, Inc. | 135 | $21.7K | 0.01% | +135 | New |
| Earnest Partners LLC | 148 | $24.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 146 | $24.0K | 0.00% | +49+50.5% | Added |
| Compagnie Lombard Odier SCmA | 152 | $25.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 176 | $27.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 168 | $27.0K | 0.00% | +68+68.0% | Added |
| Plante Moran Financial Advisors, LLC | 174 | $28.0K | 0.00% | −42−19.4% | Reduced |
| Financial Management Professionals, Inc. | 173 | $28.0K | 0.01% | +50+40.7% | Added |
| Tilia Fiduciary Partners, Inc. | 194 | $29.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 179 | $29.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 182 | $30.0K | 0.00% | +35+23.8% | Added |
| Vigilant Capital Management, LLC | 200 | $33.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 203 | $33.0K | 0.01% | +203 | New |
| TCI Wealth Advisors, Inc. | 207 | $34.0K | 0.01% | +2+1.0% | Added |
| Altshuler Shaham Ltd | 221 | $36.0K | 0.00% | −19−7.9% | Reduced |
| Catalyst Capital Advisors LLC | 218 | $36.0K | 0.00% | −3−1.4% | Reduced |
| Cranbrook Wealth Management, LLC | 233 | $38.0K | 0.01% | −78−25.1% | Reduced |
| Anchor Investment Management, LLC | 243 | $39.7K | 0.01% | −600−71.2% | Reduced |
| MV Capital Management, Inc. | 244 | $40.0K | 0.01% | +28+13.0% | Added |
| Clear Investment Research, LLC | 250 | $41.0K | 0.09% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 257 | $42.0K | 0.00% | −4−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 284 | $43.0K | 0.00% | +10+3.6% | Added |
| Bell Investment Advisors, Inc | 284 | $46.0K | 0.01% | +16+6.0% | Added |
| Newfound Research LLC | 302 | $49.0K | 0.12% | −233−43.6% | Reduced |
| Deseret Mutual Benefit Administrators | 309 | $50.0K | 0.01% | −119−27.8% | Reduced |
| GHP Investment Advisors, Inc. | 304 | $50.0K | 0.00% | +57+23.1% | Added |
| CVA Family Office, LLC | 315 | $51.0K | 0.01% | +290+1,160.0% | Added |
| Covington Capital Management | 326 | $53.0K | 0.00% | 00.0% | Unchanged |