| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −37−97.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4 | $362 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $362 | 0.00% | +4 | New |
| Institutional & Family Asset Management, LLC | 4 | $362 | 0.00% | +4 | New |
| True Wealth Design, LLC | 5 | $452 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $452 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $904 | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 11 | $995 | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $1.54K | 0.00% | −1−5.6% | Reduced |
| HWG Holdings LP | 17 | $1.54K | 0.00% | +17 | New |
| 25 LLC | 17 | $1.59K | 0.00% | +7+70.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 24 | $2.00K | 0.00% | +24 | New |
| Disciplined Investments, LLC | 24 | $2.17K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 26 | $2.35K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 28 | $2.53K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 34 | $3.07K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 45 | $4.07K | 0.00% | +45 | New |
| SRS Capital Advisors, Inc. | 48 | $4.36K | 0.00% | −9−15.8% | Reduced |
| Pacifica Partners Inc. | 47 | $4.36K | 0.00% | −7−13.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 55 | $4.97K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 51 | $5.00K | 0.00% | +1+2.0% | Added |
| Raffa Wealth Management, LLC | 67 | $6.06K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 67 | $6.11K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 74 | $6.69K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 80 | $7.23K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 80 | $7.23K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 80 | $7.65K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 88 | $7.96K | 0.00% | −409−82.3% | Reduced |
| Financial Management Professionals, Inc. | 84 | $8.00K | 0.00% | +16+23.5% | Added |
| First Capital Advisors Group, LLC. | 90 | $8.14K | 0.00% | +90 | New |
| Gladius Capital Management LP | 95 | $8.59K | 0.00% | +95 | New |
| Compass Wealth Management LLC | 99 | $8.95K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 100 | $8.96K | 0.00% | +100 | New |
| Tower View Investment Management & Research LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 100 | $9.00K | 0.00% | +100 | New |
| Brown, Lisle/Cummings, Inc. | 100 | $9.04K | 0.00% | −200−66.7% | Reduced |
| Tucker Asset Management LLC | 100 | $9.04K | 0.00% | −43−30.1% | Reduced |
| Evermay Wealth Management LLC | 100 | $9.04K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 106 | $9.58K | 0.00% | −75−41.4% | Reduced |
| Core Alternative Capital | 106 | $9.58K | 0.00% | +106 | New |
| GW&K Investment Management, LLC | 113 | $10.0K | 0.00% | +113 | New |
| RFP Financial Group LLC | 116 | $10.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 121 | $10.9K | 0.01% | +121 | New |
| Resources Management Corp | 117 | $11.0K | 0.00% | −33−22.0% | Reduced |
| Wellington Shields Capital Management, LLC | 141 | $12.8K | 0.00% | −239−62.9% | Reduced |
| Sofos Investments, Inc. | 90 | $12.9K | 0.06% | −6−6.3% | Reduced |
| Ridgewood Investments LLC | 144 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 147 | $13.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 150 | $13.6K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 155 | $14.0K | 0.00% | +105+210.0% | Added |
| Manchester Capital Management LLC | 162 | $14.6K | 0.00% | +48+42.1% | Added |
| Sugarloaf Wealth Management, LLC | 163 | $14.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 164 | $14.8K | 0.00% | −135−45.2% | Reduced |
| Loomis Sayles & Co L P | 166 | $15.0K | 0.00% | −495−74.9% | Reduced |
| Thompson Investment Management, Inc. | 168 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 170 | $15.4K | 0.00% | +31+22.3% | Added |
| Logan Capital Management Inc | 175 | $15.8K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 194 | $17.5K | 0.01% | +8+4.3% | Added |
| Cassady Schiller Wealth Management, LLC | 196 | $17.7K | 0.01% | +196 | New |
| Glass Jacobson Investment Advisors llc | 197 | $17.8K | 0.01% | +197 | New |
| RE Dickinson Investment Advisors, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $18.1K | 0.00% | −1,350−87.1% | Reduced |
| Column Capital Advisors, LLC | 200 | $18.1K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 200 | $18.1K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $18.1K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 200 | $18.1K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 207 | $18.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 209 | $18.9K | 0.00% | +209 | New |
| DB Fitzpatrick & Co, Inc | 222 | $20.1K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 222 | $20.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 229 | $20.7K | 0.00% | +3+1.3% | Added |
| Maryland Capital Advisors Inc. | 234 | $21.2K | 0.02% | +234 | New |
| Earnest Partners LLC | 241 | $21.8K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 249 | $22.0K | 0.00% | +249 | New |
| West Paces Advisors Inc. | 244 | $22.1K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 250 | $22.6K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 250 | $22.6K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $22.6K | 0.01% | +250 | New |
| Blackhill Capital Inc | 253 | $22.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23,189 | $23.5K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 264 | $23.9K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 264 | $23.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 265 | $24.0K | 0.01% | +42+18.8% | Added |
| First PREMIER Bank | 267 | $24.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 271 | $24.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 275 | $24.9K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 294 | $26.6K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $27.0K | 0.02% | −200−40.0% | Reduced |
| Duncker Streett & Co Inc | 300 | $27.1K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 300 | $27.1K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $27.1K | 0.02% | +300 | New |
| JFS Wealth Advisors, LLC | 303 | $27.4K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 310 | $28.0K | 0.02% | +310 | New |
| Plante Moran Financial Advisors, LLC | 324 | $29.3K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 333 | $30.1K | 0.02% | +333 | New |
| Boyd Watterson Asset Management LLC | 339 | $30.6K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 329 | $31.2K | 0.01% | 00.0% | Unchanged |