| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $546 | 0.00% | – | – |
| McCarthy Grittinger Financial Group, LLC | 1 | $547 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1 | $1.00K | 0.00% | +1 | New |
| Lenox Wealth Advisors, LLC | 1 | $1.00K | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| JJJ Advisors Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $2.00K | 0.00% | −10−71.4% | Reduced |
| Lee Financial Co | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 3 | $2.00K | 0.00% | +3 | New |
| Edge Wealth Management LLC | 4 | $2.00K | 0.00% | +4 | New |
| Koshinski Asset Management, Inc. | 4 | $2.19K | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $3.00K | 0.00% | −638−99.2% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $3.00K | 0.00% | +5 | New |
| Bellwether Advisors, LLC | 6 | $3.00K | 0.00% | +6 | New |
| Red Tortoise LLC | 40 | $3.00K | 0.00% | +40 | New |
| Versant Capital Management, Inc | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 9 | $5.00K | 0.00% | +2+28.6% | Added |
| Your Advocates Ltd., LLP | 11 | $6.00K | 0.00% | +11 | New |
| Tradition Wealth Management, LLC | 11 | $6.00K | 0.00% | +11 | New |
| Kowal Investment Group, LLC | 11 | $6.00K | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 12 | $7.00K | 0.00% | +1+9.1% | Added |
| Whittier Trust Co of Nevada Inc | 13 | $7.00K | 0.00% | +13 | New |
| Ellevest, Inc. | 14 | $8.00K | 0.00% | −12−46.2% | Reduced |
| Concord Wealth Partners | 15 | $8.00K | 0.00% | −3−16.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 15 | $8.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 16 | $8.75K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 16 | $9.00K | 0.00% | −5−23.8% | Reduced |
| Corbenic Partners LLC | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 18 | $9.84K | 0.00% | −40−69.0% | Reduced |
| Harbour Investments, Inc. | 21 | $11.0K | 0.00% | −1,919−98.9% | Reduced |
| Fieldpoint Private Securities, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 21 | $11.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 21 | $11.0K | 0.00% | +21 | New |
| Close Asset Management Ltd | 22 | $12.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $13.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 26 | $14.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 30 | $16.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 30 | $16.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $16.0K | 0.00% | +12+66.7% | Added |
| Private Capital Group, LLC | 31 | $17.0K | 0.00% | −5−13.9% | Reduced |
| Bell Investment Advisors, Inc | 32 | $17.0K | 0.01% | +32 | New |
| Earnest Partners LLC | 33 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 35 | $19.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 35 | $19.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 35 | $19.0K | 0.00% | +35 | New |
| Massmutual Trust Co FSB | 37 | $20.0K | 0.00% | −107−74.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 37 | $20.0K | 0.00% | +37 | New |
| Smithfield Trust Co | 40 | $21.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 41 | $22.0K | 0.00% | −4−8.9% | Reduced |
| Asset Dedication, LLC | 41 | $22.0K | 0.00% | +41 | New |
| Global Retirement Partners, LLC | 44 | $24.0K | 0.00% | +26+144.4% | Added |
| Huntington National Bank | 45 | $25.0K | 0.00% | −625−93.3% | Reduced |
| Cahill Financial Advisors Inc | 45 | $25.0K | 0.01% | +45 | New |
| FinTrust Capital Advisors, LLC | 50 | $27.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 50 | $27.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 51 | $28.0K | 0.01% | +4+8.5% | Added |
| Sterling Investment Advisors, Ltd. | 53 | $29.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 58 | $32.0K | 0.00% | −1−1.7% | Reduced |
| Tarbox Family Office, Inc. | 59 | $32.0K | 0.01% | +16+37.2% | Added |
| BerganKDV Wealth Management, LLC | 64 | $35.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 65 | $35.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 65 | $35.5K | 0.01% | −50−43.5% | Reduced |
| MUFG Americas Holdings Corp | 65 | $36.0K | 0.00% | +65 | New |
| Optimum Investment Advisors | 70 | $38.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 70 | $38.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 72 | $39.0K | 0.02% | −61−45.9% | Reduced |
| Farmers & Merchants Investments Inc | 74 | $40.0K | 0.00% | +23+45.1% | Added |
| Logan Capital Management Inc | 78 | $43.0K | 0.00% | +34+77.3% | Added |
| CX Institutional | 89 | $49.0K | 0.00% | +20+29.0% | Added |
| Jacobi Capital Management LLC | 91 | $50.0K | 0.01% | +4+4.6% | Added |
| Meridian Wealth Partners, LLC | 98 | $53.0K | 0.01% | +98 | New |
| Evolution Wealth Advisors, LLC | 98 | $54.0K | 0.01% | −11−10.1% | Reduced |
| First Manhattan Co | 100 | $54.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $55.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 102 | $55.8K | 0.03% | 00.0% | Unchanged |
| Solstein Capital, LLC | 103 | $56.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 106 | $58.0K | 0.00% | +26+32.5% | Added |
| Glassman Wealth Services | 112 | $61.0K | 0.01% | +34+43.6% | Added |
| Parkside Financial Bank & Trust | 111 | $61.0K | 0.02% | +46+70.8% | Added |
| FourThought Financial, LLC | 115 | $62.0K | 0.01% | −48−29.4% | Reduced |
| Eagle Bay Advisors LLC | 116 | $62.0K | 0.04% | +66+132.0% | Added |
| Dark Forest Capital Management LP | 118 | $65.0K | 0.02% | +118 | New |
| Lindbrook Capital, LLC | 123 | $67.0K | 0.02% | +7+6.0% | Added |
| TCI Wealth Advisors, Inc. | 126 | $69.0K | 0.01% | +1+0.8% | Added |