| Sofos Investments, Inc. | 530 | $256 | 0.01% | +110+26.2% | Added |
| 25 LLC | 1 | $527 | 0.00% | +1 | New |
| AllSquare Wealth Management LLC | 1 | $530 | 0.00% | −75−98.7% | Reduced |
| Tfo-TDC, LLC | 1 | $530 | 0.00% | −51−98.1% | Reduced |
| Pinnacle Financial Partners Inc | 1 | $530 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $530 | 0.00% | – | – |
| USA Financial Portformulas Corp | 1 | $530 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $531 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Horrell Capital Management, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Baldrige Asset Management LLC | 1 | $1.00K | 0.00% | +1 | New |
| Avion Wealth | 4 | $1.00K | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 2 | $1.06K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $1.06K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3 | $1.59K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 3 | $1.59K | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.59K | 0.00% | −1−25.0% | Reduced |
| True Wealth Design, LLC | 3 | $1.59K | 0.00% | +1+50.0% | Added |
| RE Dickinson Investment Advisors, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 4 | $2.12K | 0.00% | −28−87.5% | Reduced |
| Country Trust Bank | 4 | $2.12K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $2.12K | 0.00% | +4 | New |
| Trifecta Capital Advisors, LLC | 4 | $2.12K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $2.65K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $2.65K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 5 | $2.65K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 6 | $3.19K | 0.00% | +6 | New |
| Grey Fox Wealth Advisors, LLC | 6 | $3.19K | 0.00% | +6 | New |
| Solstein Capital, LLC | 7 | $3.71K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 7 | $3.71K | 0.00% | +7 | New |
| Roble, Belko & Company, Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 8 | $4.00K | 0.00% | +8 | New |
| Private Ocean, LLC | 8 | $4.31K | 0.00% | +8 | New |
| Red Tortoise LLC | 9 | $4.77K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $5.30K | 0.00% | −9−47.4% | Reduced |
| Legend Financial Advisors, Inc. | 10 | $5.30K | 0.00% | −5−33.3% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $5.30K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $5.30K | 0.00% | +10 | New |
| Jackson, Grant Investment Advisers, Inc. | 10 | $5.30K | 0.00% | +10 | New |
| Pinnacle Bancorp, Inc. | 11 | $5.83K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $5.83K | 0.00% | +1+10.0% | Added |
| Rise Advisors, LLC | 12 | $6.50K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $7.42K | 0.00% | +2+16.7% | Added |
| Carmel Capital Partners, LLC | 14 | $7.42K | 0.00% | +14 | New |
| BerganKDV Wealth Management, LLC | 14 | $7.51K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 15 | $7.95K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $7.95K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 15 | $7.95K | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 15 | $8.00K | 0.00% | −218−93.6% | Reduced |
| Retirement Group, LLC | 15 | $8.00K | 0.00% | +15 | New |
| Eagle Bay Advisors LLC | 16 | $8.48K | 0.00% | −8−33.3% | Reduced |
| Missouri Trust & Investment Co | 16 | $8.48K | 0.01% | −4−20.0% | Reduced |
| Motco | 16 | $8.48K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 17 | $9.01K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19 | $10.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 19 | $10.1K | 0.00% | −26−57.8% | Reduced |
| Sound Income Strategies, LLC | 19 | $10.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 19 | $10.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $10.1K | 0.00% | +3+18.8% | Added |
| ICA Group Wealth Management, LLC | 19 | $10.1K | 0.00% | −100−84.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 19 | $10.2K | 0.00% | −50−72.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20 | $10.6K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $11.0K | 0.01% | +6+42.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 23 | $12.0K | 0.01% | +23 | New |
| Bollard Group LLC | 25 | $13.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 25 | $13.3K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 25 | $13.3K | 0.01% | −7−21.9% | Reduced |
| Laurel Wealth Advisors LLC | 25 | $13.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $13.3K | 0.01% | −383−93.9% | Reduced |
| Distillate Capital Partners LLC | 27 | $14.3K | 3.89% | +2+8.0% | Added |
| Aspire Private Capital, LLC | 27 | $14.4K | 0.00% | −847−96.9% | Reduced |
| Loomis Sayles & Co L P | 28 | $15.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 29 | $15.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 29 | $15.4K | 0.00% | +2+7.4% | Added |
| First Community Trust NA | 30 | $15.9K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 30 | $15.9K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 30 | $15.9K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 30 | $15.9K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 30 | $15.9K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 31 | $16.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 33 | $17.5K | 0.01% | −74−69.2% | Reduced |
| Atlantic Trust, LLC | 33 | $17.5K | 0.01% | −6−15.4% | Reduced |
| Financial Perspectives, Inc | 34 | $17.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 34 | $18.0K | 0.00% | −24−41.4% | Reduced |
| Raffa Wealth Management, LLC | 34 | $18.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $18.6K | 0.00% | −12−25.5% | Reduced |
| Bell Investment Advisors, Inc | 35 | $18.6K | 0.00% | −5−12.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36 | $19.1K | 0.00% | +32+800.0% | Added |
| Sageworth Trust Co | 36 | $19.1K | 0.00% | +35+3,500.0% | Added |
| JNBA Financial Advisors | 36 | $19.1K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 37 | $19.6K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 37 | $19.6K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 38 | $20.1K | 0.00% | −2−5.0% | Reduced |
| Gould Capital, LLC | 38 | $20.1K | 0.02% | −2−5.0% | Reduced |
| Orion Capital Management LLC | 40 | $21.2K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 41 | $21.7K | 0.00% | +32+355.6% | Added |
| China Universal Asset Management Co., Ltd. | 41 | $21.7K | 0.01% | +41 | New |
| Chesapeake Asset Management LLC | 41 | $22.0K | 0.02% | +41 | New |
| Baystate Wealth Management LLC | 42 | $22.5K | 0.00% | +25+147.1% | Added |
