| ClariVest Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 1 | $125 | 0.00% | −135−99.3% | Reduced |
| Motco | 1 | $153 | 0.00% | −78−98.7% | Reduced |
| Provence Wealth Management Group | 3 | $459 | 0.00% | +3 | New |
| Coppell Advisory Solutions LLC | 5 | $712 | 0.00% | −1−16.7% | Reduced |
| Wolff Wiese Magana LLC | 5 | $765 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 5 | $765 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 6 | $866 | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 6 | $918 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 6 | $918 | 0.00% | +6 | New |
| Avion Wealth | 11 | $1.00K | 0.00% | +3+37.5% | Added |
| Sandy Spring Bank | 7 | $1.07K | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 9 | $1.34K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 9 | $1.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $1.38K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10 | $1.49K | 0.00% | −160−94.1% | Reduced |
| Beacon Capital Management, LLC | 13 | $1.77K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 12 | $1.83K | 0.00% | +12 | New |
| TFC Financial Management | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 13 | $1.99K | 0.00% | −8,528−99.8% | Reduced |
| Centerpoint Advisors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $2.14K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $2.29K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $2.32K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 16 | $2.45K | 0.00% | −14−46.7% | Reduced |
| Eagle Bay Advisors LLC | 16 | $2.45K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 16 | $2.45K | 0.00% | +16 | New |
| Plante Moran Financial Advisors, LLC | 17 | $2.59K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 17 | $2.60K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 20 | $3.06K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $3.06K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $4.00K | 0.00% | +25 | New |
| Independence Bank of Kentucky | 29 | $4.44K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 30 | $4.59K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 32 | $5.00K | 0.00% | −1−3.0% | Reduced |
| Rogco, LP | 35 | $5.36K | 0.00% | +35 | New |
| WR Wealth Planners, LLC | 38 | $5.81K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 39 | $5.95K | 0.00% | +39 | New |
| Bell Investment Advisors, Inc | 40 | $6.12K | 0.00% | −11−21.6% | Reduced |
| Stephenson National Bank & Trust | 41 | $6.27K | 0.00% | +41 | New |
| Abound Wealth Management | 42 | $6.43K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 41 | $6.49K | 0.00% | −28−40.6% | Reduced |
| Asset Dedication, LLC | 48 | $7.00K | 0.00% | +40+500.0% | Added |
| GHP Investment Advisors, Inc. | 46 | $7.41K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 50 | $7.65K | 0.00% | −1,909−97.4% | Reduced |
| Thompson Investment Management, Inc. | 50 | $7.65K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $7.65K | 0.00% | +10+25.0% | Added |
| AdvisorNet Financial, Inc | 56 | $8.57K | 0.00% | −38−40.4% | Reduced |
| HHM Wealth Advisors, LLC | 56 | $8.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 57 | $8.72K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 58 | $8.88K | 0.00% | −9−13.4% | Reduced |
| Proequities, Inc. | 59 | $9.03K | 0.00% | +4+7.3% | Added |
| Salomon & Ludwin, LLC | 59 | $9.03K | 0.00% | +59 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 67 | $10.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 72 | $11.0K | 0.00% | −3−4.0% | Reduced |
| Institutional & Family Asset Management, LLC | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 74 | $11.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 88 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 82 | $13.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 107 | $16.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 110 | $16.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 114 | $17.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 118 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 125 | $19.1K | 0.01% | −7−5.3% | Reduced |
| PFS Partners, LLC | 128 | $19.5K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 133 | $20.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 144 | $20.7K | 0.00% | +10+7.5% | Added |
| Jones Financial Companies LLLP | 138 | $21.1K | 0.00% | +66+91.7% | Added |
| MV Capital Management, Inc. | 139 | $21.3K | 0.00% | +9+6.9% | Added |
| EverSource Wealth Advisors, LLC | 139 | $21.3K | 0.00% | −201−59.1% | Reduced |
| Zions Bancorporation, N.A. | 141 | $21.6K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 147 | $22.5K | 0.00% | −4,043−96.5% | Reduced |
| Steward Financial Group LLC | 152 | $23.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 161 | $24.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 164 | $25.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 166 | $25.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 174 | $26.0K | 0.00% | +174 | New |
| JCIC Asset Management Inc. | 170 | $26.0K | 0.01% | −35−17.1% | Reduced |
| Focused Wealth Management, Inc | 170 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 172 | $26.3K | 0.00% | −46−21.1% | Reduced |
| Delta Asset Management LLC | 184 | $28.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 195 | $29.8K | 0.00% | +195 | New |
| KB Financial Partners, LLC | 198 | $30.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 197 | $30.1K | 0.01% | −8−3.9% | Reduced |
| Field & Main Bank | 200 | $30.6K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 200 | $30.6K | 0.01% | 00.0% | Unchanged |
| City State Bank | 211 | $32.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 206 | $32.0K | 0.00% | +5+2.5% | Added |
| Orion Capital Management LLC | 214 | $32.7K | 0.02% | +214 | New |
| Front Row Advisors LLC | 219 | $33.5K | 0.02% | +2+0.9% | Added |
| Private Trust Co NA | 222 | $34.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 224 | $34.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 225 | $34.4K | 0.01% | +225 | New |