| Sofos Investments, Inc. | 3 | $294 | 0.00% | +3 | New |
| True Wealth Design, LLC | 4 | $307 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 4 | $307 | 0.00% | +4 | New |
| USA Financial Portformulas Corp | 5 | $384 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $538 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8 | $614 | 0.00% | +8 | New |
| Geneos Wealth Management Inc. | 9 | $690 | 0.00% | +9 | New |
| GoalVest Advisory LLC | 9 | $690 | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 10 | $755 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 10 | $767 | 0.00% | +10 | New |
| Headinvest, LLC | 11 | $830 | 0.00% | +11 | New |
| SkyView Investment Advisors, LLC | 18 | $1.00K | 0.00% | −6−25.0% | Reduced |
| GW&K Investment Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 14 | $1.07K | 0.00% | +11+366.7% | Added |
| Macroview Investment Management LLC | 14 | $1.07K | 0.00% | +14 | New |
| Caldwell Sutter Capital, Inc. | 18 | $1.38K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 20 | $1.53K | 0.00% | −1,439−98.6% | Reduced |
| SJS Investment Consulting Inc. | 20 | $1.53K | 0.00% | −2−9.1% | Reduced |
| Abound Wealth Management | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Motco | 22 | $1.69K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 22 | $1.69K | 0.00% | +22 | New |
| Trifecta Capital Advisors, LLC | 23 | $1.76K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $1.84K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 25 | $1.92K | 0.00% | +25 | New |
| Avion Wealth | 28 | $2.00K | 0.00% | +14+100.0% | Added |
| Prestige Wealth Management Group LLC | 26 | $2.02K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 27 | $2.07K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 28 | $2.15K | 0.00% | −32−53.3% | Reduced |
| DT Investment Partners, LLC | 28 | $2.15K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 29 | $2.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $2.38K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 35 | $2.69K | 0.00% | +3+9.4% | Added |
| Washington Trust Advisors, Inc. | 36 | $2.75K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 36 | $2.76K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 36 | $3.00K | 0.00% | +1+2.9% | Added |
| Bell Investment Advisors, Inc | 40 | $3.07K | 0.00% | −13−24.5% | Reduced |
| JNBA Financial Advisors | 40 | $3.07K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 41 | $3.15K | 0.00% | +11+36.7% | Added |
| Raffa Wealth Management, LLC | 44 | $3.38K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $3.61K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $3.64K | 0.00% | +47 | New |
| Whittier Trust Co of Nevada Inc | 50 | $3.84K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $3.84K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 50 | $3.85K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 51 | $3.94K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 52 | $3.99K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 58 | $4.00K | 0.00% | +58 | New |
| Fortis Group Advisors, LLC | 57 | $4.37K | 0.00% | +57 | New |
| Delta Asset Management LLC | 60 | $4.60K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $4.60K | 0.00% | −53−46.9% | Reduced |
| Simplex Trading, LLC | 75 | $5.00K | 0.00% | −10,335−99.3% | Reduced |
| Creative Financial Designs Inc | 66 | $5.06K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 66 | $5.06K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $5.65K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 80 | $6.14K | 0.00% | +25+45.5% | Added |
| Desjardins Global Asset Management Inc. | 81 | $6.21K | 0.00% | −101−55.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 88 | $6.75K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 89 | $6.83K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 92 | $7.06K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 93 | $7.13K | 0.00% | +33+55.0% | Added |
| Washington Trust Co | 94 | $7.21K | 0.00% | −14−13.0% | Reduced |
| Zions Bancorporation, N.A. | 98 | $7.52K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $7.67K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $7.67K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $7.67K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 102 | $7.83K | 0.01% | +102 | New |
| National Pension Service | 106 | $7.92K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 110 | $8.44K | 0.00% | 00.0% | Unchanged |
| American National Bank | 113 | $8.67K | 0.00% | −16−12.4% | Reduced |
| Manchester Capital Management LLC | 123 | $9.44K | 0.00% | +2+1.7% | Added |
| Wolff Wiese Magana LLC | 124 | $9.51K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 130 | $9.97K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 135 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 132 | $10.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 138 | $10.4K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 136 | $10.5K | 0.00% | +136 | New |
| Covestor Ltd | 138 | $11.0K | 0.01% | −12−8.0% | Reduced |
| AdvisorNet Financial, Inc | 150 | $11.5K | 0.00% | −1,121−88.2% | Reduced |
| Bellevue Asset Management, LLC | 150 | $11.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 154 | $11.8K | 0.00% | −30−16.3% | Reduced |
| Farmers & Merchants Investments Inc | 156 | $12.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 167 | $12.0K | 0.00% | +167 | New |
| Financial Synergies Wealth Advisors, Inc. | 185 | $14.2K | 0.00% | +1+0.5% | Added |
| Hanson & Doremus Investment Management | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 200 | $15.3K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 200 | $15.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 221 | $17.0K | 0.00% | +34+18.2% | Added |
| Larson Financial Group LLC | 230 | $17.6K | 0.00% | −52−18.4% | Reduced |
| Hexagon Capital Partners LLC | 230 | $17.6K | 0.00% | −4−1.7% | Reduced |
| Whittier Trust Co | 235 | $18.0K | 0.00% | −151−39.1% | Reduced |
| Annapolis Financial Services, LLC | 241 | $18.5K | 0.01% | +200+487.8% | Added |
| Glassman Wealth Services | 247 | $18.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 254 | $19.0K | 0.00% | +6+2.4% | Added |
| Ulland Investment Advisors, LLC | 250 | $19.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 250 | $19.2K | 0.01% | +250 | New |