| WestEnd Advisors, LLC | – | $275 | 0.00% | – | New |
| FourThought Financial, LLC | 5 | $1.00K | 0.00% | −7−58.3% | Reduced |
| Bogart Wealth, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $1.00K | 0.00% | +5+250.0% | Added |
| San Francisco Sentry Investment Group (Ca) | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11 | $3.03K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $4.00K | 0.00% | +13+433.3% | Added |
| Aspire Private Capital, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 15 | $4.14K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $5.00K | 0.00% | −41−68.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $5.00K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 19 | $5.24K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 30 | $8.00K | 0.00% | −25−45.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 30 | $8.00K | 0.00% | +30 | New |
| Ellevest, Inc. | 38 | $10.0K | 0.00% | −166−81.4% | Reduced |
| Cordasco Financial Network | 38 | $10.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 37 | $10.0K | 0.00% | +6+19.4% | Added |
| Ten Capital Wealth Advisors, LLC | 38 | $10.0K | 0.00% | +8+26.7% | Added |
| Lenox Wealth Advisors, LLC | 37 | $10.0K | 0.00% | +37 | New |
| First Horizon Corp | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $11.0K | 0.01% | +40 | New |
| IMA Wealth, Inc. | 43 | $12.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $12.0K | 0.00% | +10+28.6% | Added |
| Jones Financial Companies LLLP | 46 | $13.0K | 0.00% | −464−91.0% | Reduced |
| AdvisorNet Financial, Inc | 47 | $13.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 47 | $13.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 46 | $13.0K | 0.00% | +14+43.8% | Added |
| Cascade Investment Advisors, Inc. | 50 | $13.8K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 52 | $14.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 53 | $15.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 59 | $16.0K | 0.00% | −18−23.4% | Reduced |
| Baron Financial Group, LLC | 60 | $16.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 60 | $16.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 63 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 60 | $17.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 62 | $17.0K | 0.00% | +1+1.6% | Added |
| Zions Bancorporation, N.A. | 68 | $19.0K | 0.00% | +1+1.5% | Added |
| Atlas Private Wealth Advisors | 70 | $19.0K | 0.01% | +10+16.7% | Added |
| Penserra Capital Management LLC | 75 | $20.0K | 0.00% | +75 | New |
| Washington Trust Co | 80 | $22.0K | 0.00% | −5−5.9% | Reduced |
| Pittenger & Anderson Inc | 78 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 80 | $22.0K | 0.02% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 79 | $22.0K | 0.00% | +79 | New |
| Whittier Trust Co of Nevada Inc | 90 | $25.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 90 | $25.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 91 | $25.0K | 0.01% | +4+4.6% | Added |
| Parkside Financial Bank & Trust | 91 | $25.0K | 0.01% | +13+16.7% | Added |
| JFS Wealth Advisors, LLC | 93 | $26.0K | 0.00% | −38−29.0% | Reduced |
| Howe & Rusling Inc | 94 | $26.0K | 0.00% | −2−2.1% | Reduced |
| Heritage Wealth Advisors | 95 | $26.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $28.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $28.0K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 108 | $30.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 110 | $31.0K | 0.02% | +110 | New |
| Plante Moran Financial Advisors, LLC | 125 | $34.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 125 | $34.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 125 | $34.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 131 | $36.0K | 0.01% | +11+9.2% | Added |
| Farmers & Merchants Investments Inc | 138 | $38.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 143 | $39.0K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 140 | $39.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 142 | $39.2K | 0.01% | +95+202.1% | Added |
| Creative Financial Designs Inc | 153 | $42.0K | 0.01% | −3−1.9% | Reduced |
| Vigilant Capital Management, LLC | 160 | $44.0K | 0.00% | −57−26.3% | Reduced |
| Semmax Financial Advisors Inc. | 161 | $45.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 170 | $47.0K | 0.03% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 182 | $50.0K | 0.00% | +182 | New |
| Front Row Advisors LLC | 168 | $51.0K | 0.02% | −3−1.8% | Reduced |
| Old North State Trust, LLC | 196 | $54.0K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 194 | $54.0K | 0.00% | +29+17.6% | Added |
| Sterling Investment Advisors, Ltd. | 200 | $55.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 208 | $57.0K | 0.01% | +208 | New |
| Lindbrook Capital, LLC | 213 | $59.0K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 216 | $60.0K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 233 | $64.0K | 0.01% | 00.0% | Unchanged |