| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $511 | 0.00% | – | – |
| Arcadia Investment Management Corp | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1 | $1.00K | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 1 | $1.00K | 0.00% | +1 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| Sierra Capital LLC | 4 | $2.00K | 0.00% | −2−33.3% | Reduced |
| Lee Financial Co | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 3 | $2.00K | 0.00% | −1−25.0% | Reduced |
| Itau Unibanco Holding S.A. | 3 | $2.00K | 0.00% | +3 | New |
| Disciplined Investments, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Cordant, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| Koshinski Asset Management, Inc. | 4 | $2.05K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $3.00K | 0.00% | −3−37.5% | Reduced |
| Creative Financial Designs Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 6 | $3.00K | 0.00% | +2+50.0% | Added |
| MCF Advisors LLC | 5 | $3.00K | 0.00% | +5 | New |
| Beacon Capital Management, LLC | 4 | $3.00K | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 8 | $4.00K | 0.00% | −4−33.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $4.00K | 0.00% | +4+133.3% | Added |
| NVWM, LLC | 10 | $5.00K | 0.00% | −110−91.7% | Reduced |
| Albion Financial Group | 10 | $5.00K | 0.00% | −10−50.0% | Reduced |
| Pittenger & Anderson Inc | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 10 | $5.00K | 0.00% | +10 | New |
| Heritage Wealth Management, LLC | 10 | $5.00K | 0.00% | +10 | New |
| TD Ameritrade Investment Management, LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 12 | $6.00K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 14 | $7.00K | 0.00% | +4+40.0% | Added |
| Thompson Siegel & Walmsley LLC | 14 | $7.00K | 0.00% | +14 | New |
| GW&K Investment Management, LLC | 14 | $7.00K | 0.00% | +14 | New |
| Kistler-Tiffany Companies, LLC | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 15 | $8.00K | 0.00% | +10+200.0% | Added |
| Avondale Wealth Management | 15 | $8.00K | 0.01% | +15 | New |
| EverSource Wealth Advisors, LLC | 17 | $9.00K | 0.00% | −17−50.0% | Reduced |
| West Paces Advisors Inc. | 18 | $9.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $9.72K | 0.00% | −2−9.5% | Reduced |
| McIlrath & Eck, LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 21 | $11.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 22 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 27 | $13.0K | 0.00% | −1,249−97.9% | Reduced |
| Carroll Investors, Inc | 26 | $13.0K | 0.01% | −127−83.0% | Reduced |
| Private Capital Group, LLC | 25 | $13.0K | 0.00% | −5−16.7% | Reduced |
| Ancora Advisors, LLC | 25 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 25 | $13.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $13.0K | 0.00% | +8+47.1% | Added |
| Hazlett, Burt & Watson, Inc. | 25 | $13.0K | 0.01% | +25 | New |
| Washington Trust Co | 28 | $14.0K | 0.00% | +12+75.0% | Added |
| Focused Wealth Management, Inc | 30 | $15.0K | 0.00% | −2−6.3% | Reduced |
| Institutional & Family Asset Management, LLC | 29 | $15.0K | 0.00% | +3+11.5% | Added |
| Earnest Partners LLC | 33 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 35 | $18.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 35 | $18.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 37 | $19.0K | 0.00% | −31−45.6% | Reduced |
| Core Alternative Capital | 37 | $19.0K | 0.01% | +24+184.6% | Added |
| Bank of New Hampshire | 37 | $19.0K | 0.00% | +37 | New |
| Smithfield Trust Co | 40 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 41 | $21.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 41 | $21.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 45 | $23.0K | 0.00% | −129−74.1% | Reduced |
| Covestor Ltd | 46 | $24.0K | 0.02% | −86−65.2% | Reduced |
| Rise Advisors, LLC | 48 | $25.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 48 | $25.0K | 0.02% | +48 | New |
| FinTrust Capital Advisors, LLC | 50 | $26.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 50 | $26.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $27.0K | 0.00% | +13+32.5% | Added |
| BIT Capital GmbH | 55 | $28.1K | 0.00% | +21+61.8% | Added |
| SJS Investment Consulting Inc. | 57 | $30.0K | 0.01% | +5+9.6% | Added |
| MV Capital Management, Inc. | 59 | $30.0K | 0.00% | +25+73.5% | Added |
| Global Retirement Partners, LLC | 106 | $31.0K | 0.00% | +106 | New |
| BerganKDV Wealth Management, LLC | 64 | $33.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 65 | $33.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 67 | $34.0K | 0.00% | −7−9.5% | Reduced |
| Catalyst Capital Advisors LLC | 67 | $34.0K | 0.00% | +13+24.1% | Added |
| Optimum Investment Advisors | 70 | $36.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 70 | $36.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 73 | $37.0K | 0.00% | −145−66.5% | Reduced |
| Pinnacle Bancorp, Inc. | 72 | $37.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 71 | $37.0K | 0.01% | +16+29.1% | Added |
| Whittier Trust Co of Nevada Inc | 74 | $38.0K | 0.00% | +34+85.0% | Added |
| Logan Capital Management Inc | 78 | $40.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 80 | $41.0K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 90 | $46.0K | 0.04% | +50+125.0% | Added |