| WestEnd Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 7 | $547 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 19 | $1.00K | 0.00% | −157,047−100.0% | Reduced |
| GW&K Investment Management, LLC | 7 | $1.00K | 0.00% | −55−88.7% | Reduced |
| USA Financial Portformulas Corp | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +9 | New |
| International Assets Investment Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Heritage Wealth Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Legend Financial Advisors, Inc. | 16 | $1.19K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 23 | $1.72K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 31 | $2.00K | 0.00% | −28−47.5% | Reduced |
| Loomis Sayles & Co L P | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 29 | $2.00K | 0.00% | +29 | New |
| DT Investment Partners, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Castleview Partners, LLC | 27 | $2.00K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 36 | $2.00K | 0.00% | +36 | New |
| Financial Management Professionals, Inc. | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 52 | $3.88K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 51 | $4.00K | 0.00% | −25−32.9% | Reduced |
| SRS Capital Advisors, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $4.00K | 0.00% | +55 | New |
| Anchor Investment Management, LLC | 55 | $4.10K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 61 | $5.00K | 0.00% | +5+8.9% | Added |
| Schubert & Co | 71 | $5.00K | 0.00% | +10+16.4% | Added |
| Core Alternative Capital | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 74 | $6.00K | 0.00% | +12+19.4% | Added |
| Kathleen S. Wright Associates Inc. | 76 | $6.00K | 0.00% | +76 | New |
| Financial Perspectives, Inc | 90 | $6.71K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 81 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $7.00K | 0.00% | +23+32.9% | Added |
| Hantz Financial Services, Inc. | 100 | $7.00K | 0.00% | +100 | New |
| Abound Wealth Management | 100 | $7.46K | 0.00% | +100 | New |
| TCI Wealth Advisors, Inc. | 108 | $8.00K | 0.00% | +9+9.1% | Added |
| Solstein Capital, LLC | 102 | $8.00K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 110 | $8.00K | 0.01% | +110 | New |
| Liberty One Investment Management, LLC | 124 | $9.00K | 0.00% | −3,231−96.3% | Reduced |
| JFS Wealth Advisors, LLC | 120 | $9.00K | 0.00% | −20−14.3% | Reduced |
| Earnest Partners LLC | 119 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 119 | $9.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 124 | $9.00K | 0.00% | +124 | New |
| AdvisorNet Financial, Inc | 134 | $10.0K | 0.00% | −107−44.4% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 140 | $10.0K | 0.13% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 134 | $10.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 158 | $12.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 165 | $12.0K | 0.01% | +54+48.6% | Added |
| Sandy Spring Bank | 176 | $13.0K | 0.00% | −50−22.1% | Reduced |
| Riverview Trust Co | 181 | $13.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 178 | $13.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 174 | $13.0K | 0.00% | +30+20.8% | Added |
| Larson Financial Group LLC | 192 | $14.0K | 0.00% | +1+0.5% | Added |
| PFG Private Wealth Management, LLC | 191 | $14.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 199 | $15.0K | 0.00% | −44−18.1% | Reduced |
| Atticus Wealth Management, LLC | 211 | $15.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 200 | $15.0K | 0.00% | +200 | New |
| Crewe Advisors LLC | 212 | $16.0K | 0.00% | +16+8.2% | Added |
| Harbor Investment Advisory, LLC | 228 | $17.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 230 | $17.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 258 | $19.0K | 0.01% | −7−2.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 260 | $19.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 257 | $19.0K | 0.00% | +19+8.0% | Added |
| Smithfield Trust Co | 275 | $20.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 315 | $23.0K | 0.00% | −400−55.9% | Reduced |
| Almanack Investment Partners, LLC. | 319 | $24.0K | 0.00% | +319 | New |
| Ellis Investment Partners, LLC | 370 | $27.0K | 0.01% | +2+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 371 | $28.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 391 | $29.0K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 407 | $30.0K | 0.02% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 400 | $30.0K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 400 | $30.0K | 0.07% | 00.0% | Unchanged |
| Investors Research Corp | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 423 | $31.0K | 0.00% | −249−37.1% | Reduced |
| Parkside Financial Bank & Trust | 423 | $32.0K | 0.01% | +27+6.8% | Added |
| Valley National Advisers Inc | 460 | $35.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 480 | $35.8K | 0.00% | −2−0.4% | Reduced |
| Adirondack Trust Co | 490 | $37.0K | 0.02% | +90+22.5% | Added |
| EverSource Wealth Advisors, LLC | 519 | $39.0K | 0.01% | +62+13.6% | Added |
| Private Trust Co NA | 541 | $40.0K | 0.01% | +5+0.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 543 | $40.0K | 0.01% | 00.0% | Unchanged |