| AdvisorNet Financial, Inc | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Winch Advisory Services, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Robeco Institutional Asset Management B.V. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| M&R Capital Management Inc | 7 | $2.00K | 0.00% | +7 | New |
| Lenox Wealth Advisors, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Webster Bank, N. A. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 9 | $3.00K | 0.00% | +9 | New |
| Rockbridge Investment Management, LCC | 10 | $3.85K | 0.00% | −140−93.3% | Reduced |
| Whittier Trust Co | 10 | $4.00K | 0.00% | −45−81.8% | Reduced |
| Sierra Capital LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 13 | $5.00K | 0.00% | +13 | New |
| Activest Wealth Management | 12 | $5.00K | 0.00% | +12 | New |
| Roble, Belko & Company, Inc | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 15 | $6.00K | 0.00% | +2+15.4% | Added |
| MV Capital Management, Inc. | 16 | $6.00K | 0.00% | +4+33.3% | Added |
| Prestige Wealth Management Group LLC | 17 | $7.00K | 0.00% | −5−22.7% | Reduced |
| TCI Wealth Advisors, Inc. | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 19 | $7.00K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 19 | $7.00K | 0.00% | +19 | New |
| Kistler-Tiffany Companies, LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 20 | $8.00K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $8.00K | 0.00% | +7+50.0% | Added |
| IndexIQ Advisors LLC | 20 | $8.00K | 0.00% | +20 | New |
| CNB Bank | 20 | $8.00K | 0.00% | +20 | New |
| First Horizon Advisors, Inc. | 25 | $9.00K | 0.00% | −9−26.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 23 | $9.00K | 0.00% | +23 | New |
| Private Capital Group, LLC | 26 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 26 | $10.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 26 | $10.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $10.0K | 0.00% | +13+108.3% | Added |
| Clear Street Markets LLC | 26 | $10.0K | 0.00% | +26 | New |
| Strengthening Families & Communities, LLC | 25 | $10.0K | 0.01% | +25 | New |
| Patriot Financial Group Insurance Agency, LLC | 29 | $11.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 30 | $11.6K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 31 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 32 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 40 | $15.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 40 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 40 | $16.0K | 0.01% | +18+81.8% | Added |
| Lazard Asset Management LLC | 45 | $17.0K | 0.00% | −10,166−99.6% | Reduced |
| Lee Financial Co | 46 | $17.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 43 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $17.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 47 | $18.0K | 0.00% | +9+23.7% | Added |
| First National Bank of South Miami | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52 | $20.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 55 | $21.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 56 | $22.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 61 | $23.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 63 | $24.0K | 0.00% | −2−3.1% | Reduced |
| Cordasco Financial Network | 62 | $24.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 65 | $25.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 65 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 69 | $26.0K | 0.01% | +13+23.2% | Added |
| Raffa Wealth Management, LLC | 69 | $26.6K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 82 | $31.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 85 | $33.0K | 0.01% | −3−3.4% | Reduced |
| Pin Oak Investment Advisors Inc | 86 | $33.0K | 0.04% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 90 | $35.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 94 | $36.0K | 0.01% | −1−1.1% | Reduced |
| Bellwether Advisors, LLC | 95 | $36.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 96 | $37.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 100 | $38.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $38.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $38.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 102 | $39.0K | 0.03% | −64−38.6% | Reduced |
| Sutton Wealth Advisors Inc. | 103 | $39.6K | 0.01% | +3+3.0% | Added |
| Farmers & Merchants Investments Inc | 104 | $40.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 104 | $40.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 108 | $41.0K | 0.01% | −341−75.9% | Reduced |
| TCWP LLC | 109 | $41.0K | 0.01% | +109 | New |