| WestEnd Advisors, LLC | – | $281 | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 5 | $1.00K | 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 |
| O'Dell Group, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 12 | $3.38K | 0.00% | +1+9.1% | Added |
| Logan Capital Management Inc | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Kozak & Associates, Inc. | 15 | $4.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 15 | $4.22K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $5.00K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 17 | $5.00K | 0.00% | +17 | New |
| PFG Private Wealth Management, LLC | 19 | $5.00K | 0.00% | +19 | New |
| Optiver Holding B.V. | 19 | $5.00K | 0.00% | +19 | New |
| AdvisorNet Financial, Inc | 20 | $6.00K | 0.00% | −27−57.4% | Reduced |
| Wagner Wealth Management, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 22 | $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 |
| MV Capital Management, Inc. | 23 | $6.00K | 0.00% | +7+43.8% | Added |
| M&R Capital Management Inc | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 24 | $7.00K | 0.01% | +24 | New |
| Meridian Wealth Partners, LLC | 24 | $7.00K | 0.00% | +24 | New |
| Ellevest, Inc. | 30 | $8.00K | 0.00% | −8−21.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $8.00K | 0.00% | +29 | New |
| Tarbox Family Office, Inc. | 37 | $10.0K | 0.00% | 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 |
| Liberty Wealth Management LLC | 37 | $10.0K | 0.00% | +7+23.3% | Added |
| Newbridge Financial Services Group, Inc. | 40 | $11.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 39 | $11.0K | 0.00% | +2+5.4% | Added |
| Cordasco Financial Network | 38 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 38 | $11.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 43 | $12.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 46 | $13.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 47 | $13.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 45 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 48 | $14.0K | 0.01% | −425−89.9% | Reduced |
| 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 |
| Guidance Point Advisors, LLC | 54 | $14.0K | 0.01% | +54 | New |
| Annapolis Financial Services, LLC | 50 | $14.0K | 0.00% | +50 | New |
| Cascade Investment Advisors, Inc. | 50 | $14.1K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 53 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 55 | $15.0K | 0.00% | +55 | New |
| Baron Financial Group, LLC | 60 | $16.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 60 | $16.9K | 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% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 63 | $18.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 64 | $18.0K | 0.00% | +64 | New |
| Zions Bancorporation, N.A. | 71 | $20.0K | 0.00% | +3+4.4% | Added |
| Atlas Private Wealth Advisors | 70 | $20.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 75 | $21.0K | 0.00% | −5−6.3% | Reduced |
| Pittenger & Anderson Inc | 78 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 80 | $23.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 84 | $23.0K | 0.00% | +9+12.0% | Added |
| Catalyst Capital Advisors LLC | 80 | $23.0K | 0.00% | +80 | New |
| BDO Wealth Advisors, LLC | 80 | $23.0K | 0.00% | +80 | New |
| Kowal Investment Group, LLC | 82 | $23.0K | 0.01% | +82 | New |
| Howe & Rusling Inc | 85 | $24.0K | 0.00% | −9−9.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 90 | $25.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 90 | $25.0K | 0.00% | +44+95.7% | Added |
| Bogart Wealth, LLC | 90 | $25.0K | 0.00% | +86+2,150.0% | Added |
| JFS Wealth Advisors, LLC | 93 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 94 | $26.0K | 0.01% | +3+3.3% | Added |
| MCF Advisors LLC | 94 | $26.0K | 0.00% | +4+4.4% | Added |
| Consolidated Planning Corp | 93 | $26.0K | 0.02% | +93 | New |
| Heritage Wealth Advisors | 95 | $26.7K | 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 |
| Orion Capital Management LLC | 100 | $28.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 100 | $28.0K | 0.01% | +9+9.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 108 | $30.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $35.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 125 | $35.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 125 | $35.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 125 | $35.0K | 0.00% | +125 | New |
| Firestone Capital Management | 140 | $39.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 140 | $39.0K | 0.00% | +2+1.4% | Added |
| West Paces Advisors Inc. | 142 | $40.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 143 | $40.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 144 | $41.0K | 0.01% | +13+9.9% | Added |
| Creative Financial Designs Inc | 153 | $43.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 158 | $44.0K | 0.01% | +58+58.0% | Added |
| Semmax Financial Advisors Inc. | 161 | $45.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 168 | $47.0K | 0.02% | 00.0% | Unchanged |