| Sofos Investments, Inc. | 311 | $251 | 0.00% | +53+20.5% | Added |
| Antonetti Capital Management LLC | 1 | $311 | 0.00% | −3−75.0% | Reduced |
| Horizon Investments, LLC | 1 | $311 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $311 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2 | $622 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $1.56K | 0.00% | −1−16.7% | Reduced |
| SJS Investment Consulting Inc. | 6 | $1.87K | 0.00% | +1+20.0% | Added |
| Northwest Investment Counselors, LLC | 7 | $2.18K | 0.00% | +7 | New |
| Denali Advisors LLC | 8 | $2.49K | 0.00% | −4−33.3% | Reduced |
| EverSource Wealth Advisors, LLC | 8 | $2.49K | 0.00% | +8 | New |
| Focused Wealth Management, Inc | 8 | $2.52K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $2.59K | 0.00% | +1+12.5% | Added |
| Farmers & Merchants Investments Inc | 9 | $2.80K | 0.00% | −1−10.0% | Reduced |
| IFP Advisors, Inc | 50 | $3.33K | 0.00% | −81−61.8% | Reduced |
| Farther Finance Advisors, LLC | 11 | $3.42K | 0.00% | +7+175.0% | Added |
| Prestige Wealth Management Group LLC | 11 | $3.42K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12 | $3.73K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $4.36K | 0.00% | +5+55.6% | Added |
| Key Financial Inc | 14 | $4.36K | 0.00% | +14 | New |
| Northwestern Mutual Wealth Management Co | 15 | $4.67K | 0.00% | −14−48.3% | Reduced |
| First Capital Advisors Group, LLC. | 17 | $5.29K | 0.00% | +17 | New |
| Geneos Wealth Management Inc. | 18 | $5.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $5.91K | 0.00% | −6−24.0% | Reduced |
| Tradition Wealth Management, LLC | 19 | $6.00K | 0.00% | +19 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 | $6.53K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 27 | $8.40K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $9.02K | 0.00% | −30−50.8% | Reduced |
| Raleigh Capital Management Inc. | 33 | $10.4K | 0.01% | +12+57.1% | Added |
| Lindbrook Capital, LLC | 34 | $10.6K | 0.00% | +16+88.9% | Added |
| JJJ Advisors Inc. | 35 | $10.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 37 | $11.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 37 | $11.5K | 0.00% | +5+15.6% | Added |
| Anchor Investment Management, LLC | 40 | $12.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $14.0K | 0.00% | −1−2.2% | Reduced |
| Simplex Trading, LLC | 49 | $15.0K | 0.00% | −1,390−96.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 50 | $15.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 51 | $15.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 52 | $16.2K | 0.00% | +12+30.0% | Added |
| Hanson & Doremus Investment Management | 55 | $17.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 55 | $17.1K | 0.00% | +4+7.8% | Added |
| Private Trust Co NA | 57 | $17.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $18.7K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 61 | $19.0K | 0.00% | −4−6.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 61 | $19.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 63 | $20.0K | 0.02% | +28+80.0% | Added |
| Plante Moran Financial Advisors, LLC | 65 | $20.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 75 | $23.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $25.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 82 | $25.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 85 | $26.4K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 85 | $26.4K | 0.00% | +49+136.1% | Added |
| Parallel Advisors, LLC | 90 | $28.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 90 | $28.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 95 | $30.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 97 | $30.2K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $31.0K | 0.02% | −50−33.3% | Reduced |
| Webster Bank, N. A. | 100 | $31.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 111 | $34.5K | 0.00% | +46+70.8% | Added |
| Fifth Third Bancorp | 114 | $35.5K | 0.00% | +5+4.6% | Added |
| C M Bidwell & Associates Ltd | 122 | $38.0K | 0.03% | +122 | New |
| BerganKDV Wealth Management, LLC | 125 | $38.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 130 | $40.0K | 0.00% | −666−83.7% | Reduced |
| Ronald Blue Trust, Inc. | 181 | $47.0K | 0.00% | −1,198−86.9% | Reduced |
| Quadrant Capital Group LLC | 152 | $47.3K | 0.00% | −71−31.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 158 | $49.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $52.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 175 | $54.0K | 0.00% | −2−1.1% | Reduced |
| PEAK6 Investments LLC | 193 | $60.0K | 0.01% | −2,401−92.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 201 | $62.4K | 0.01% | +1+0.5% | Added |
| Harbor Investment Advisory, LLC | 218 | $67.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 220 | $68.4K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 240 | $74.7K | 0.02% | +240 | New |
| Signaturefd, LLC | 260 | $80.9K | 0.00% | −7−2.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 350 | $108.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 365 | $113.6K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 390 | $121.3K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 393 | $122.0K | 0.00% | +110+38.9% | Added |
| CM Wealth Advisors LLC | 480 | $145.1K | 0.05% | −4,644−90.6% | Reduced |
| SRS Capital Advisors, Inc. | 555 | $172.5K | 0.02% | +131+30.9% | Added |
| National Bank of Canada | 561 | $174.5K | 0.00% | +357+175.0% | Added |
| TD Private Client Wealth LLC | 624 | $194.1K | 0.01% | +27+4.5% | Added |
| Wetherby Asset Management Inc | 644 | $200.4K | 0.01% | +644 | New |
| Stonegate Investment Group, LLC | 648 | $201.6K | 0.01% | +648 | New |
| Gateway Wealth Partners, LLC | 651 | $202.6K | 0.04% | +651 | New |
| First Manhattan Co | 660 | $205.3K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Advisors | 665 | $206.9K | 0.03% | +665 | New |
| US Bancorp | 666 | $207.2K | 0.00% | −15−2.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 666 | $207.2K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 687 | $213.7K | 0.00% | −489−41.6% | Reduced |
| Segment Wealth Management, LLC | 693 | $215.6K | 0.02% | +693 | New |
| Aviance Capital Partners, LLC | 700 | $217.8K | 0.05% | +700 | New |
| Lindenwold Advisors | 700 | $217.8K | 0.13% | +700 | New |
| Kapitalo Investimentos Ltda | 722 | $224.6K | 0.04% | +323+81.0% | Added |
| Segall Bryant & Hamill, LLC | 733 | $228.0K | 0.00% | +733 | New |
| International Assets Investment Management, LLC | 745 | $231.8K | 0.03% | +745 | New |
| Panagora Asset Management Inc | 748 | $232.7K | 0.00% | −3,850−83.7% | Reduced |
| Argent Capital Management LLC | 773 | $240.5K | 0.01% | +773 | New |
| Resonant Capital Advisors, LLC | 773 | $240.5K | 0.03% | +773 | New |
| Calamos Wealth Management LLC | 777 | $241.7K | 0.02% | 00.0% | Unchanged |
