| Tower View Investment Management & Research LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 116 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $773 | 0.00% | – | New |
| Laurel Wealth Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| TSFG, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $2.00K | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 21 | $3.00K | 0.00% | −94−81.7% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $3.00K | 0.02% | +20 | New |
| JFS Wealth Advisors, LLC | 18 | $3.00K | 0.00% | +18 | New |
| Standard Family Office LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 27 | $4.00K | 0.00% | +27 | New |
| ClariVest Asset Management LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 31 | $5.00K | 0.00% | +31 | New |
| Archer Investment Corp | 33 | $5.11K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 37 | $6.00K | 0.00% | −4,650−99.2% | Reduced |
| Liberty Wealth Management LLC | 38 | $6.00K | 0.00% | +30+375.0% | Added |
| Evolution Wealth Advisors, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 51 | $7.89K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 51 | $8.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 53 | $8.00K | 0.00% | +53 | New |
| Ancora Advisors, LLC | 56 | $9.00K | 0.00% | −8−12.5% | Reduced |
| Accel Wealth Management | 61 | $9.00K | 0.01% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 64 | $10.0K | 0.01% | −1,418−95.7% | Reduced |
| Rockbridge Investment Management, LCC | 67 | $10.0K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 66 | $10.0K | 0.01% | +66 | New |
| Capital Advisors, Ltd. LLC | 74 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 70 | $11.0K | 0.00% | +70 | New |
| IAG Wealth Partners, LLC | 75 | $12.0K | 0.00% | −35−31.8% | Reduced |
| Loomis Sayles & Co L P | 81 | $13.0K | 0.00% | −61−43.0% | Reduced |
| Column Capital Advisors, LLC | 85 | $13.0K | 0.00% | −32−27.4% | Reduced |
| Advocacy Wealth Management Services, LLC | 87 | $13.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 87 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 83 | $13.0K | 0.00% | +8+10.7% | Added |
| Hillsdale Investment Management Inc. | 90 | $14.0K | 0.00% | −4,400−98.0% | Reduced |
| Adirondack Trust Co | 90 | $14.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 88 | $14.0K | 0.00% | +77+700.0% | Added |
| Alaethes Wealth LLC | 90 | $14.0K | 0.01% | +90 | New |
| Resources Management Corp | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 94 | $15.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 112 | $17.0K | 0.00% | −1−0.9% | Reduced |
| Legacy Bridge, LLC | 110 | $17.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 109 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 109 | $17.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 110 | $17.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 108 | $17.0K | 0.00% | +108 | New |
| Baystate Wealth Management LLC | 113 | $18.0K | 0.00% | +20+21.5% | Added |
| Godsey & Gibb Associates | 116 | $18.0K | 0.01% | +116 | New |
| Solstein Capital, LLC | 125 | $19.0K | 0.02% | −3,604−96.6% | Reduced |
| Front Row Advisors LLC | 114 | $19.0K | 0.01% | +8+7.5% | Added |
| Bedel Financial Consulting, Inc. | 125 | $19.0K | 0.01% | +37+42.0% | Added |
| GoalVest Advisory LLC | 122 | $19.0K | 0.01% | +43+54.4% | Added |
| Whittier Trust Co of Nevada Inc | 120 | $19.0K | 0.00% | +84+233.3% | Added |
| Sittner & Nelson, LLC | 128 | $20.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 128 | $20.0K | 0.01% | +128 | New |
| Magellan Asset Management Ltd | 140 | $22.0K | 0.00% | −176−55.7% | Reduced |
| Versant Capital Management, Inc | 139 | $22.0K | 0.01% | −8−5.4% | Reduced |
| Mach-1 Financial Group, Inc. | 146 | $22.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 144 | $22.0K | 0.00% | +11+8.3% | Added |
| Manchester Capital Management LLC | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 160 | $24.0K | 0.00% | +4+2.6% | Added |
| Global Financial Private Client, LLC | 155 | $24.4K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 160 | $25.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 159 | $25.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 166 | $26.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 377 | $27.0K | 0.01% | −47−11.1% | Reduced |
| Essex Investment Management Co LLC | 175 | $27.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 175 | $27.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 175 | $27.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 160 | $27.0K | 0.01% | +50+45.5% | Added |
| Cowen and Company, LLC | 172 | $27.0K | 0.00% | +172 | New |
| FAI Wealth Management | 197 | $30.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $31.0K | 0.02% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 199 | $31.0K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 210 | $32.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 209 | $32.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 214 | $33.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 221 | $34.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 235 | $36.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 231 | $36.0K | 0.00% | +2+0.9% | Added |
| McClarren Financial Advisors, Inc. | 239 | $36.0K | 0.03% | +239 | New |
| Enterprise Financial Services Corp | 239 | $37.0K | 0.01% | −133−35.8% | Reduced |
| Arlington Partners LLC | 250 | $39.0K | 0.01% | −120−32.4% | Reduced |
| SOA Wealth Advisors, LLC. | 255 | $39.0K | 0.01% | +57+28.8% | Added |
| Pin Oak Investment Advisors Inc | 261 | $40.0K | 0.04% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 258 | $40.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 272 | $42.1K | 0.05% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $43.0K | 0.01% | – | – |
