| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 15 | $0 | 0.00% | +15 | New |
| Kelly Financial Services LLC | 1,950 | $33 | 0.00% | +1,917+5,809.1% | Added |
| Baystate Wealth Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 15 | $1.00K | 0.00% | +1+7.1% | Added |
| Sound Income Strategies, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Global Retirement Partners, LLC | 25 | $1.00K | 0.00% | +25 | New |
| TSFG, LLC | 15 | $1.00K | 0.00% | +15 | New |
| True Link Financial Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Arcadia Investment Advisors LLC | 17 | $1.00K | 0.00% | +17 | New |
| Brown Brothers Harriman & Co | 31 | $2.00K | 0.00% | −116−78.9% | Reduced |
| Stonebridge Capital Advisors LLC | 32 | $2.00K | 0.00% | −23−41.8% | Reduced |
| Horan Securities, Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 37 | $2.00K | 0.00% | −3−7.5% | Reduced |
| Resolute Partners Group | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 29 | $2.00K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 34 | $2.01K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 44 | $2.60K | 0.00% | −1,421−97.0% | Reduced |
| Smithfield Trust Co | 50 | $3.00K | 0.00% | −50−50.0% | Reduced |
| Atlas Private Wealth Advisors | 51 | $3.00K | 0.00% | −15−22.7% | Reduced |
| Manchester Capital Management LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 56 | $3.00K | 0.00% | +2+3.7% | Added |
| SOA Wealth Advisors, LLC. | 51 | $3.00K | 0.00% | +47+1,175.0% | Added |
| Personal Wealth Partners | 53 | $3.00K | 0.00% | +53 | New |
| TD Ameritrade Investment Management, LLC | 64 | $4.00K | 0.00% | −43−40.2% | Reduced |
| Gemmer Asset Management LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 69 | $4.00K | 0.00% | +1+1.5% | Added |
| Concord Wealth Partners | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 74 | $4.00K | 0.00% | +74 | New |
| Geneos Wealth Management Inc. | 100 | $5.00K | 0.00% | −396−79.8% | Reduced |
| TCI Wealth Advisors, Inc. | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 101 | $6.00K | 0.00% | −26−20.5% | Reduced |
| Country Trust Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 103 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 109 | $6.00K | 0.00% | +55+101.9% | Added |
| Glen Eagle Advisors, LLC | 116 | $6.85K | 0.00% | −194−62.6% | Reduced |
| Arrow Financial Corp | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 122 | $7.00K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $7.00K | 0.01% | +100 | New |
| Assetmark, Inc | 134 | $8.00K | 0.00% | −4−2.9% | Reduced |
| Prestige Wealth Management Group LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 146 | $9.00K | 0.00% | +3+2.1% | Added |
| Investors Research Corp | 151 | $9.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 150 | $9.00K | 0.00% | +150 | New |
| Castleview Partners, LLC | 160 | $9.00K | 0.00% | +160 | New |
| Global Wealth Management Investment Advisory, Inc. | 177 | $10.0K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 176 | $10.0K | 0.00% | +38+27.5% | Added |
| Carolina Wealth Advisors, LLC | 180 | $11.0K | 0.01% | −279−60.8% | Reduced |
| Enterprise Financial Services Corp | 209 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 219 | $13.0K | 0.00% | −86−28.2% | Reduced |
| Tradewinds Capital Management, LLC | 242 | $14.0K | 0.00% | +242 | New |
| Addison Advisors LLC | 240 | $14.0K | 0.01% | +240 | New |
| Zions Bancorporation, N.A. | 284 | $17.0K | 0.00% | −178−38.5% | Reduced |
| Toth Financial Advisory Corp | 293 | $17.0K | 0.00% | +293 | New |
| HM Payson & Co | 298 | $18.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 322 | $19.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 333 | $20.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 332 | $20.0K | 0.00% | +22+7.1% | Added |
| Lenox Wealth Advisors, LLC | 402 | $24.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 413 | $24.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 400 | $24.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 426 | $25.0K | 0.01% | +14+3.4% | Added |
| San Francisco Sentry Investment Group (Ca) | 444 | $26.0K | 0.01% | +390+722.2% | Added |
| Front Row Advisors LLC | 420 | $27.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 464 | $27.4K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 473 | $28.0K | 0.01% | +43+10.0% | Added |
| Loomis Sayles & Co L P | 490 | $29.0K | 0.00% | +24+5.2% | Added |
| Beck Bode, LLC | 511 | $30.0K | 0.01% | −140,350−99.6% | Reduced |
| Johnson Financial Group, Inc. | 522 | $31.0K | 0.00% | 00.0% | Unchanged |
| First Quadrant L P | 555 | $33.0K | 0.00% | +555 | New |
| Global Financial Private Client, LLC | 557 | $33.5K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 582 | $34.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 565 | $34.0K | 0.00% | +10+1.8% | Added |
| Center for Financial Planning, Inc. | 636 | $38.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 684 | $40.0K | 0.00% | −1,000−59.4% | Reduced |
| Rockefeller Capital Management L.P. | 702 | $40.0K | 0.00% | +184+35.5% | Added |
| Arkadios Wealth Advisors | 743 | $43.0K | 0.01% | +575+342.3% | Added |
| Lindbrook Capital, LLC | 746 | $44.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 738 | $44.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 755 | $45.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 757 | $45.0K | 0.00% | +500+194.6% | Added |
| Parallel Advisors, LLC | 782 | $46.0K | 0.00% | +64+8.9% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $47.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 889 | $52.0K | 0.00% | −437−33.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 899 | $53.0K | 0.00% | −7−0.8% | Reduced |
| CX Institutional | 935 | $55.0K | 0.00% | +76+8.8% | Added |
| Cutler Group LP | 951 | $56.0K | 0.00% | +951 | New |
| Sargent Bickham Lagudis LLC | 970 | $57.0K | 0.00% | 00.0% | Unchanged |
