| Tarbox Family Office, Inc. | 3 | $0 | 0.00% | −83−96.5% | Reduced |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $132 | 0.00% | – | – |
| Allworth Financial LP | 6 | $1.00K | 0.00% | −33−84.6% | Reduced |
| Baystate Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $1.00K | 0.00% | −8−61.5% | Reduced |
| Mascoma Wealth Management LLC | 4 | $1.00K | 0.00% | −11−73.3% | Reduced |
| Larson Financial Group LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | −5−45.5% | Reduced |
| Wolff Wiese Magana LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $1.00K | 0.00% | +2+25.0% | Added |
| Asset Dedication, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| MCF Advisors LLC | 8 | $1.00K | 0.00% | +8 | New |
| Disciplined Investments, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Koshinski Asset Management, Inc. | 15 | $1.99K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Cordant, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| TCWP LLC | 20 | $2.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 22 | $2.92K | 0.00% | −6−21.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 21 | $3.00K | 0.00% | −2,241−99.1% | Reduced |
| Sargent Bickham Lagudis LLC | 26 | $3.00K | 0.00% | −12−31.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 21 | $3.00K | 0.00% | +21 | New |
| Valley National Advisers Inc | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $5.00K | 0.00% | −37−48.1% | Reduced |
| HighMark Wealth Management LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 42 | $6.00K | 0.00% | −11−20.8% | Reduced |
| Selective Wealth Management, Inc. | 44 | $6.00K | 0.00% | +44 | New |
| Thompson Siegel & Walmsley LLC | 50 | $7.00K | 0.00% | −78−60.9% | Reduced |
| Prestige Wealth Management Group LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 57 | $7.58K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $8.00K | 0.01% | −170−73.9% | Reduced |
| Sutton Wealth Advisors Inc. | 61 | $8.11K | 0.00% | +10+19.6% | Added |
| WR Wealth Planners, LLC | 61 | $8.11K | 0.00% | +61 | New |
| CVA Family Office, LLC | 65 | $9.00K | 0.00% | −20−23.5% | Reduced |
| Gemmer Asset Management LLC | 72 | $9.00K | 0.00% | +2+2.9% | Added |
| Rise Advisors, LLC | 69 | $9.00K | 0.01% | +1+1.5% | Added |
| Baillie Gifford & Co | 82 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 88 | $11.7K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 101 | $12.7K | 0.01% | +101 | New |
| Motco | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 102 | $13.0K | 0.00% | +2+2.0% | Added |
| JFS Wealth Advisors, LLC | 95 | $13.0K | 0.00% | +7+8.0% | Added |
| TCI Wealth Advisors, Inc. | 106 | $14.0K | 0.00% | −1−0.9% | Reduced |
| SOA Wealth Advisors, LLC. | 108 | $14.0K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 102 | $14.0K | 0.00% | +102 | New |
| Lenox Wealth Advisors, LLC | 117 | $15.0K | 0.00% | −7−5.6% | Reduced |
| Ancora Advisors, LLC | 116 | $15.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 113 | $15.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 110 | $15.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 125 | $16.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 121 | $16.0K | 0.00% | +66+120.0% | Added |
| Smithfield Trust Co | 135 | $18.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 139 | $18.5K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 141 | $19.0K | 0.00% | −9−6.0% | Reduced |
| Focused Wealth Management, Inc | 144 | $19.0K | 0.00% | −1−0.7% | Reduced |
| SWS Partners | 150 | $20.0K | 0.01% | +150 | New |
| Quent Capital, LLC | 157 | $21.0K | 0.00% | −30−16.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 170 | $23.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 180 | $24.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 189 | $25.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 188 | $25.0K | 0.01% | 00.0% | Unchanged |
| Dravo Bay LLC | 200 | $26.6K | 0.02% | +200 | New |
| First Community Trust NA | 200 | $27.0K | 0.03% | −175−46.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 205 | $27.0K | 0.02% | −50−19.6% | Reduced |
| Princeton Global Asset Management LLC | 200 | $27.0K | 0.01% | +200 | New |
| Sound Income Strategies, LLC | 211 | $28.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 220 | $29.0K | 0.01% | −57−20.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 220 | $29.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 223 | $29.0K | 0.01% | +24+12.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 228 | $30.0K | 0.00% | −165,150−99.9% | Reduced |
| Glassman Wealth Services | 248 | $33.0K | 0.01% | −12−4.6% | Reduced |
| Independence Bank of Kentucky | 250 | $33.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 250 | $33.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 251 | $33.0K | 0.00% | +251 | New |
| Bogart Wealth, LLC | 264 | $35.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 262 | $35.0K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 261 | $35.0K | 0.03% | +2+0.8% | Added |
| Lee Financial Co | 300 | $40.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 300 | $40.0K | 0.02% | +300 | New |
| Tradition Wealth Management, LLC | 310 | $41.0K | 0.01% | −137−30.6% | Reduced |
| Tompkins Financial Corp | 308 | $41.0K | 0.01% | +104+51.0% | Added |
| PrairieView Partners, LLC | 317 | $42.0K | 0.01% | 00.0% | Unchanged |