| WestEnd Advisors, LLC | – | $145 | 0.00% | – | New |
| Larson Financial Group LLC | 10 | $1.00K | 0.00% | −134−93.1% | Reduced |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 9 | $1.00K | 0.00% | +9 | New |
| McIlrath & Eck, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Anchor Investment Management, LLC | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $2.00K | 0.00% | −71−85.5% | Reduced |
| Baystate Wealth Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Allworth Financial LP | 17 | $2.00K | 0.00% | +17 | New |
| Global Wealth Management Investment Advisory, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23 | $3.00K | 0.00% | +23 | New |
| MV Capital Management, Inc. | 23 | $3.00K | 0.00% | +23 | New |
| Wealth Quarterback LLC | 17 | $3.00K | 0.00% | +17 | New |
| Alaethes Wealth LLC | 18 | $3.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 22 | $3.21K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 29 | $4.00K | 0.00% | +14+93.3% | Added |
| Liberty Wealth Management LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 36 | $5.00K | 0.00% | +36 | New |
| Resolute Partners Group | 37 | $5.00K | 0.00% | +37 | New |
| Sutton Wealth Advisors Inc. | 41 | $5.99K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 39 | $6.00K | 0.00% | +11+39.3% | Added |
| Reilly Financial Advisors, LLC | 51 | $7.00K | 0.00% | −299−85.4% | Reduced |
| Barrett Asset Management, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $7.00K | 0.00% | +16+51.6% | Added |
| Hoover Financial Advisors, Inc. | 50 | $7.00K | 0.00% | +50 | New |
| Lindbrook Capital, LLC | 52 | $8.00K | 0.00% | −4−7.1% | Reduced |
| Prestige Wealth Management Group LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 57 | $8.32K | 0.00% | +7+14.0% | Added |
| Gemmer Asset Management LLC | 65 | $9.00K | 0.00% | +7+12.1% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $9.00K | 0.07% | +60 | New |
| Castleview Partners, LLC | 63 | $9.00K | 0.00% | +63 | New |
| Howe & Rusling Inc | 77 | $11.0K | 0.00% | −2−2.5% | Reduced |
| Sterling Financial Planning, Inc. | 75 | $11.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 73 | $11.0K | 0.00% | +12+19.7% | Added |
| Jones Financial Companies LLLP | 77 | $11.0K | 0.00% | +39+102.6% | Added |
| Baillie Gifford & Co | 82 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 88 | $12.8K | 0.01% | −12,408−99.3% | Reduced |
| Sentry Investment Management LLC | 91 | $13.0K | 0.00% | −1,184−92.9% | Reduced |
| AdvisorNet Financial, Inc | 88 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 86 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $15.0K | 0.00% | −151−60.2% | Reduced |
| FinTrust Capital Advisors, LLC | 103 | $15.0K | 0.00% | −98−48.8% | Reduced |
| Old North State Trust, LLC | 106 | $15.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 108 | $15.0K | 0.00% | −1−0.9% | Reduced |
| Tradewinds Capital Management, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 113 | $16.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 110 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 116 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 117 | $17.0K | 0.00% | +117 | New |
| Smithfield Trust Co | 135 | $20.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 144 | $21.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 150 | $21.0K | 0.01% | +150 | New |
| Parkside Financial Bank & Trust | 164 | $24.0K | 0.01% | +3+1.9% | Added |
| CVA Family Office, LLC | 165 | $24.0K | 0.01% | +90+120.0% | Added |
| Carroll Financial Associates, Inc. | 175 | $25.0K | 0.00% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 173 | $25.0K | 0.02% | +173 | New |
| West Paces Advisors Inc. | 176 | $25.7K | 0.01% | +10+6.0% | Added |
| HHM Wealth Advisors, LLC | 188 | $27.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 186 | $27.0K | 0.00% | +23+14.1% | Added |
| Acadian Asset Management LLC | 196 | $29.0K | 0.00% | −645−76.7% | Reduced |
| Freedman Financial Associates, Inc. | 200 | $29.0K | 0.02% | −110−35.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 205 | $30.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 200 | $30.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 211 | $31.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 220 | $32.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 235 | $34.0K | 0.01% | +86+57.7% | Added |
| Hexagon Capital Partners LLC | 241 | $35.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 250 | $36.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 245 | $36.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 250 | $37.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 250 | $37.0K | 0.01% | +250 | New |
| Modus Advisors, LLC | 263 | $38.0K | 0.02% | +263 | New |
| Lee Financial Co | 300 | $44.0K | 0.01% | −116−27.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 300 | $44.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 299 | $44.0K | 0.00% | +35+13.3% | Added |
| PrairieView Partners, LLC | 317 | $46.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 336 | $49.0K | 0.01% | −1−0.3% | Reduced |
| Heritage Wealth Management, LLC | 341 | $50.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 350 | $51.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 355 | $51.8K | 0.00% | +292+463.5% | Added |
| MUFG Americas Holdings Corp | 356 | $52.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 359 | $52.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 386 | $56.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 432 | $64.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 439 | $64.0K | 0.01% | +51+13.1% | Added |
| O'Shaughnessy Asset Management, LLC | 446 | $65.0K | 0.00% | +231+107.4% | Added |
| Simon Quick Advisors, LLC | 474 | $69.0K | 0.02% | +3+0.6% | Added |