| Bellwether Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $0 | 0.00% | −2−33.3% | Reduced |
| SOA Wealth Advisors, LLC. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| GoalVest Advisory LLC | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Atlas Capital Advisors LLC | 5 | $516 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9 | $1.00K | 0.00% | −101−91.8% | Reduced |
| Allworth Financial LP | 9 | $1.00K | 0.00% | −86−90.5% | Reduced |
| TCI Wealth Advisors, Inc. | 8 | $1.00K | 0.00% | −79−90.8% | Reduced |
| Tarbox Family Office, Inc. | 11 | $1.00K | 0.00% | −36−76.6% | Reduced |
| Longfellow Investment Management Co LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| USA Financial Portformulas Corp | 14 | $1.00K | 0.00% | +14 | New |
| Cribstone Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Concord Wealth Partners | 13 | $1.00K | 0.00% | +13 | New |
| IAG Wealth Partners, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Ci Investments Inc. | 21 | $2.00K | 0.00% | −915−97.8% | Reduced |
| Lazard Asset Management LLC | 20 | $2.00K | 0.00% | −126−86.3% | Reduced |
| KB Financial Partners, LLC | 20 | $2.00K | 0.00% | −10−33.3% | Reduced |
| Howe & Rusling Inc | 21 | $2.00K | 0.00% | +4+23.5% | Added |
| Manchester Capital Management LLC | 15 | $2.00K | 0.00% | +1+7.1% | Added |
| Aspire Private Capital, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $2.00K | 0.00% | −2−11.8% | Reduced |
| Logan Capital Management Inc | 16 | $2.00K | 0.00% | +16 | New |
| Disciplined Investments, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 24 | $2.48K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 26 | $3.00K | 0.00% | +26 | New |
| CFS Investment Advisory Services, LLC | 263,883 | $3.00K | 0.01% | +263,883 | New |
| Sutton Wealth Advisors Inc. | 34 | $3.51K | 0.00% | −1−2.9% | Reduced |
| BerganKDV Wealth Management, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 36 | $4.00K | 0.00% | +36 | New |
| Exane Derivatives | 48 | $4.95K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 56 | $5.00K | 0.00% | +10+21.7% | Added |
| Zullo Investment Group, Inc. | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 73 | $7.00K | 0.00% | −2,300−96.9% | Reduced |
| Clear Street Markets LLC | 70 | $7.00K | 0.00% | +70 | New |
| TCWP LLC | 73 | $7.00K | 0.00% | +73 | New |
| First Horizon Advisors, Inc. | 84 | $8.00K | 0.00% | −214−71.8% | Reduced |
| Earnest Partners LLC | 81 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 76 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 91 | $9.00K | 0.00% | −5−5.2% | Reduced |
| Cordasco Financial Network | 87 | $9.00K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 85 | $9.00K | 0.00% | +85 | New |
| Prospera Financial Services Inc | 89 | $9.00K | 0.00% | +89 | New |
| Fairfield Financial Advisors, LTD | 90 | $9.28K | 0.00% | +90 | New |
| Siena Capital LLC | 100 | $10.0K | 0.01% | +100 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 110 | $11.0K | 0.01% | −330−75.0% | Reduced |
| Private Capital Group, LLC | 109 | $11.0K | 0.00% | −25−18.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 113 | $12.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 126 | $13.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 133 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 147 | $15.0K | 0.00% | −44−23.0% | Reduced |
| Carolinas Wealth Consulting LLC | 147 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 143 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 148 | $15.0K | 0.00% | +128+640.0% | Added |
| Lindbrook Capital, LLC | 159 | $16.0K | 0.00% | −6−3.6% | Reduced |
| Simon Quick Advisors, LLC | 152 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 162 | $17.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 161 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 172 | $18.0K | 0.00% | −153−47.1% | Reduced |
| Western Pacific Wealth Management, LP | 180 | $18.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 194 | $20.0K | 0.00% | +64+49.2% | Added |
| Fieldpoint Private Securities, LLC | 207 | $21.0K | 0.00% | −75−26.6% | Reduced |
| AdvisorNet Financial, Inc | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $21.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 207 | $21.0K | 0.00% | +19+10.1% | Added |
| Glassman Wealth Services | 202 | $21.0K | 0.00% | +84+71.2% | Added |
| Mascoma Wealth Management LLC | 209 | $22.0K | 0.01% | +24+13.0% | Added |
| Brown, Lisle/Cummings, Inc. | 225 | $23.2K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 234 | $24.0K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 240 | $25.0K | 0.00% | −17−6.6% | Reduced |
| Cambridge Trust Co | 262 | $27.0K | 0.00% | −24−8.4% | Reduced |
| HBC Financial Services, PLLC | 277 | $27.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 265 | $27.0K | 0.00% | +265 | New |
| GPS Wealth Strategies Group, LLC | 268 | $28.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 267 | $28.0K | 0.02% | +267 | New |
| BDO Wealth Advisors, LLC | 285 | $29.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 292 | $30.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 287 | $30.0K | 0.00% | +1+0.3% | Added |
| Artemis Wealth Advisors, LLC | 303 | $31.0K | 0.01% | −3−1.0% | Reduced |
| Gradient Investments LLC | 310 | $32.0K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 306 | $32.0K | 0.03% | +298+3,725.0% | Added |
| Carmichael Hill & Associates, Inc. | 320 | $33.0K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 332 | $34.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 333 | $34.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 335 | $35.0K | 0.00% | −77−18.7% | Reduced |
| Covestor Ltd | 342 | $35.0K | 0.02% | +174+103.6% | Added |
| Kings Point Capital Management | 348 | $36.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 367 | $38.0K | 0.01% | −26−6.6% | Reduced |
| Quent Capital, LLC | 387 | $40.0K | 0.01% | +15+4.0% | Added |