| Versant Capital Management, Inc | 1 | $0 | 0.00% | −10−90.9% | Reduced |
| Carolinas Wealth Consulting LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $595 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3 | $892 | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | −11−84.6% | Reduced |
| HighMark Wealth Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Harvest Group Wealth Management, LLC | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Vectors Research Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Liberty One Investment Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| BCR Wealth Strategies, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Brown Brothers Harriman & Co | 10 | $3.00K | 0.00% | −455−97.8% | Reduced |
| TCI Wealth Advisors, Inc. | 11 | $3.00K | 0.00% | −64−85.3% | Reduced |
| Fortis Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 10 | $3.00K | 0.00% | +10 | New |
| Heritage Wealth Management, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Tucker Asset Management LLC | 12 | $3.57K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 13 | $3.86K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 15 | $4.00K | 0.00% | −100−87.0% | Reduced |
| Gradient Investments LLC | 15 | $4.00K | 0.00% | −40−72.7% | Reduced |
| GW&K Investment Management, LLC | 12 | $4.00K | 0.00% | +12 | New |
| Evoke Wealth, LLC | 13 | $4.00K | 0.00% | +13 | New |
| Jones Financial Companies LLLP | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 17 | $5.00K | 0.00% | −1−5.6% | Reduced |
| Foresight Capital Management Advisors, Inc. | 18 | $5.00K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 18 | $5.00K | 0.00% | +18 | New |
| Moisand Fitzgerald Tamayo, LLC | 17 | $5.00K | 0.00% | +17 | New |
| Cordant, Inc. | 17 | $5.00K | 0.00% | +17 | New |
| Vigilant Capital Management, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 20 | $6.00K | 0.00% | +20 | New |
| Advanced Research Investment Solutions, LLC | 20 | $6.00K | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 22 | $6.54K | 0.00% | +4+22.2% | Added |
| FourThought Financial, LLC | 22 | $7.00K | 0.00% | +4+22.2% | Added |
| Harbor Investment Advisory, LLC | 24 | $7.00K | 0.00% | +9+60.0% | Added |
| Financial Management Professionals, Inc. | 25 | $7.00K | 0.00% | +10+66.7% | Added |
| Lindbrook Capital, LLC | 22 | $7.00K | 0.00% | +19+633.3% | Added |
| HWG Holdings LP | 27 | $8.00K | 0.00% | +3+12.5% | Added |
| Retirement Group, LLC | 27 | $8.00K | 0.00% | +10+58.8% | Added |
| Clear Street Markets LLC | 26 | $8.00K | 0.00% | +26 | New |
| Glassman Wealth Services | 31 | $9.00K | 0.00% | −6−16.2% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $9.00K | 0.00% | +18+163.6% | Added |
| Earnest Partners LLC | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 33 | $10.0K | 0.01% | +4+13.8% | Added |
| Activest Wealth Management | 35 | $10.0K | 0.01% | +35 | New |
| WR Wealth Planners, LLC | 34 | $10.1K | 0.01% | +34 | New |
| Central Bank & Trust Co | 36 | $11.0K | 0.00% | +36 | New |
| Massmutual Trust Co FSB | 41 | $12.0K | 0.00% | +27+192.9% | Added |
| Global Financial Private Client, LLC | 40 | $12.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $13.0K | 0.00% | +45 | New |
| Riverview Trust Co | 46 | $14.0K | 0.01% | +46 | New |
| Plante Moran Financial Advisors, LLC | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 50 | $15.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 53 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 58 | $17.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 61 | $18.0K | 0.00% | +20+48.8% | Added |
| GHP Investment Advisors, Inc. | 60 | $18.0K | 0.00% | +60 | New |
| Newbridge Financial Services Group, Inc. | 63 | $19.0K | 0.01% | +63 | New |
| Disciplined Investments, LLC | 72 | $21.0K | 0.01% | +9+14.3% | Added |
| Baystate Wealth Management LLC | 72 | $21.0K | 0.00% | +22+44.0% | Added |
| Hazlett, Burt & Watson, Inc. | 70 | $21.0K | 0.02% | +70 | New |
| Winch Advisory Services, LLC | 78 | $23.0K | 0.01% | +16+25.8% | Added |
| Zions Bancorporation, N.A. | 78 | $23.0K | 0.00% | +14+21.9% | Added |
| Blue Bell Private Wealth Management, LLC | 85 | $25.0K | 0.01% | −56−39.7% | Reduced |
| Siena Capital LLC | 88 | $26.0K | 0.01% | +88 | New |
| Corbenic Partners LLC | 90 | $27.0K | 0.01% | −12−11.8% | Reduced |
| FinTrust Capital Advisors, LLC | 90 | $27.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 97 | $29.0K | 0.00% | −290−74.9% | Reduced |
| Key Financial Inc | 98 | $29.0K | 0.01% | +98 | New |
| North Star Investment Management Corp. | 100 | $30.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $30.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $30.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 105 | $31.0K | 0.01% | +12+12.9% | Added |
| Neo Ivy Capital Management | 106 | $32.0K | 0.03% | −291−73.3% | Reduced |
| Farmers & Merchants Investments Inc | 110 | $33.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 115 | $34.0K | 0.01% | −37−24.3% | Reduced |
| Harvest Fund Management Co., Ltd | 119 | $35.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 117 | $35.0K | 0.01% | +117 | New |
| American National Bank | 121 | $36.0K | 0.01% | +45+59.2% | Added |
| MV Capital Management, Inc. | 123 | $37.0K | 0.01% | +2+1.7% | Added |
| Koshinski Asset Management, Inc. | 132 | $39.2K | 0.00% | −36−21.4% | Reduced |
| Northern Oak Wealth Management Inc | 135 | $40.0K | 0.00% | +12+9.8% | Added |
| MCF Advisors LLC | 138 | $41.0K | 0.00% | +138 | New |
| IAG Wealth Partners, LLC | 140 | $42.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 140 | $42.0K | 0.01% | +128+1,066.7% | Added |
| Quadrant Capital Group LLC | 147 | $44.0K | 0.01% | −6−3.9% | Reduced |
| Resources Management Corp | 161 | $48.0K | 0.01% | +15+10.3% | Added |
| Princeton Global Asset Management LLC | 163 | $48.0K | 0.01% | +90+123.3% | Added |
