| JJJ Advisors Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| TCWP LLC | 12 | $0 | 0.00% | +12 | New |
| Lenox Wealth Advisors, LLC | 10 | $1.00K | 0.00% | −33−76.7% | Reduced |
| Brown Brothers Harriman & Co | 21 | $1.00K | 0.00% | −12−36.4% | Reduced |
| Sound Income Strategies, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Massmutual Trust Co FSB | 17 | $1.00K | 0.00% | +17 | New |
| Global Retirement Partners, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Psagot Value Holdings Ltd. / (Israel) | 16 | $1.00K | 0.00% | +16 | New |
| Centerpoint Advisors, LLC | 33 | $2.00K | 0.00% | −67−67.0% | Reduced |
| Karlinski Andrew C | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 27 | $2.00K | 0.00% | +7+35.0% | Added |
| NuWave Investment Management, LLC | 29 | $2.00K | 0.00% | +29 | New |
| Private Capital Group, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Disciplined Investments, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 40 | $2.50K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 52 | $3.00K | 0.00% | +35+205.9% | Added |
| Cordant, Inc. | 46 | $3.00K | 0.00% | +46 | New |
| Guardian Wealth Management, Inc. | 70 | $4.00K | 0.00% | +1+1.4% | Added |
| Fieldpoint Private Securities, LLC | 60 | $4.00K | 0.00% | +40+200.0% | Added |
| Win Advisors, Inc | 62 | $4.00K | 0.00% | +62 | New |
| Vectors Research Management, LLC | 84 | $5.00K | 0.00% | −250−74.9% | Reduced |
| Winch Advisory Services, LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 83 | $5.00K | 0.00% | +83 | New |
| IndexIQ Advisors LLC | 83 | $5.00K | 0.00% | +83 | New |
| Financial Perspectives, Inc | 92 | $5.75K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 94 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $6.00K | 0.00% | +100 | New |
| Clear Street Markets LLC | 103 | $6.00K | 0.00% | +103 | New |
| Creative Financial Designs Inc | 112 | $7.00K | 0.00% | +1+0.9% | Added |
| Tarbox Family Office, Inc. | 112 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 120 | $7.00K | 0.00% | +75+166.7% | Added |
| Sandy Spring Bank | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 128 | $8.00K | 0.00% | +128 | New |
| Sutton Wealth Advisors Inc. | 129 | $8.06K | 0.00% | +19+17.3% | Added |
| Manchester Capital Management LLC | 150 | $9.00K | 0.00% | −1−0.7% | Reduced |
| Bank of New Hampshire | 150 | $9.00K | 0.00% | +150 | New |
| Alaska Permanent Fund Corp | 166 | $10.0K | 0.00% | +2+1.2% | Added |
| Pinnacle Bancorp, Inc. | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 159 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 156 | $10.0K | 0.00% | −2−1.3% | Reduced |
| Prestige Wealth Management Group LLC | 194 | $12.0K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 221 | $13.8K | 0.01% | −169−43.3% | Reduced |
| Central Bank & Trust Co | 257 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 272 | $17.0K | 0.00% | +272 | New |
| Professional Financial Advisors, LLC | 275 | $17.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 265 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 272 | $17.0K | 0.00% | +272 | New |
| Focused Wealth Management, Inc | 287 | $18.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 289 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 286 | $18.0K | 0.00% | +2+0.7% | Added |
| Paladin Advisory Group, LLC | 286 | $18.0K | 0.01% | +286 | New |
| Glen Eagle Advisors, LLC | 303 | $18.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 300 | $19.0K | 0.00% | −21−6.5% | Reduced |
| First Manhattan Co | 332 | $20.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 328 | $20.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 326 | $20.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 320 | $20.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 314 | $20.0K | 0.00% | +271+630.2% | Added |
| Beacon Capital Management, LLC | 316 | $20.0K | 0.00% | +316 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 344 | $21.0K | 0.00% | −1−0.3% | Reduced |
| McIlrath & Eck, LLC | 360 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 351 | $22.0K | 0.01% | +39+12.5% | Added |
| RE Dickinson Investment Advisors, LLC | 400 | $25.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 412 | $26.0K | 0.00% | −1,451−77.9% | Reduced |
| Harbor Investment Advisory, LLC | 420 | $26.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 440 | $27.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 437 | $27.0K | 0.01% | +12+2.8% | Added |
| Highlander Capital Management, LLC | 456 | $28.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 446 | $28.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 465 | $29.0K | 0.00% | +465 | New |
| Sargent Bickham Lagudis LLC | 488 | $30.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 475 | $30.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 483 | $30.0K | 0.00% | +72+17.5% | Added |
| Gemmer Asset Management LLC | 502 | $31.0K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 500 | $31.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $31.2K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $31.2K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 559 | $35.0K | 0.01% | +13+2.4% | Added |
| Charter Oak Capital Management, LLC | 557 | $35.0K | 0.00% | +4+0.7% | Added |
| SOA Wealth Advisors, LLC. | 591 | $36.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 600 | $37.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 600 | $37.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 653 | $41.0K | 0.00% | −30−4.4% | Reduced |
| Selective Wealth Management, Inc. | 650 | $41.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 657 | $41.0K | 0.01% | +433+193.3% | Added |
| South State Corp. | 675 | $42.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 710 | $44.0K | 0.03% | 00.0% | Unchanged |