| Gemmer Asset Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $0 | 0.00% | +3 | New |
| Old North State Trust, LLC | 2 | $266 | 0.21% | −1,785−99.9% | Reduced |
| Lenox Wealth Advisors, LLC | 7 | $1.00K | 0.00% | −30−81.1% | Reduced |
| Howe & Rusling Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +6 | New |
| Worth Asset Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| West Paces Advisors Inc. | 8 | $1.19K | 0.00% | +8 | New |
| Ahrens Investment Partners LLC | 14 | $2.00K | 0.00% | −200−93.5% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $2.00K | 0.00% | −13−46.4% | Reduced |
| USA Financial Portformulas Corp | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11 | $2.00K | 0.00% | +11 | New |
| Tucker Asset Management LLC | 18 | $2.68K | 0.00% | −2,839−99.4% | Reduced |
| Cribstone Capital Management, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $3.00K | 0.00% | +5+41.7% | Added |
| GW&K Investment Management, LLC | 20 | $3.00K | 0.00% | +20 | New |
| MCF Advisors LLC | 23 | $3.00K | 0.00% | +23 | New |
| TSFG, LLC | 22 | $3.00K | 0.00% | +22 | New |
| Valley National Advisers Inc | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 27 | $4.00K | 0.00% | +27 | New |
| Arrow Financial Corp | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $5.00K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 31 | $5.00K | 0.00% | +31 | New |
| Winch Advisory Services, LLC | 41 | $6.00K | 0.00% | −50−54.9% | Reduced |
| BCR Wealth Strategies, LLC | 40 | $6.00K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 41 | $6.00K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 37 | $6.00K | 0.01% | +14+60.9% | Added |
| Trustcore Financial Services, LLC | 40 | $6.00K | 0.00% | +40 | New |
| Sutton Wealth Advisors Inc. | 42 | $6.24K | 0.00% | +5+13.5% | Added |
| Tompkins Financial Corp | 50 | $7.00K | 0.00% | +50 | New |
| Financial Management Professionals, Inc. | 57 | $8.00K | 0.00% | +6+11.8% | Added |
| BerganKDV Wealth Management, LLC | 51 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 57 | $8.00K | 0.00% | +57 | New |
| Bogart Wealth, LLC | 58 | $9.00K | 0.00% | −145−71.4% | Reduced |
| Cordasco Financial Network | 60 | $9.00K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 63 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 61 | $9.00K | 0.00% | +61 | New |
| Rockbridge Investment Management, LCC | 61 | $9.11K | 0.00% | −40−39.6% | Reduced |
| Institutional & Family Asset Management, LLC | 65 | $10.0K | 0.00% | −1−1.5% | Reduced |
| Solstein Capital, LLC | 70 | $10.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 65 | $10.0K | 0.00% | +5+8.3% | Added |
| Fieldpoint Private Securities, LLC | 68 | $10.0K | 0.00% | +10+17.2% | Added |
| Core Alternative Capital | 70 | $10.0K | 0.00% | +57+438.5% | Added |
| Lansing Street Advisors | 67 | $10.0K | 0.01% | +67 | New |
| Mark Sheptoff Financial Planning, LLC | 76 | $11.0K | 0.01% | −74−49.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 82 | $12.0K | 0.01% | −388−82.6% | Reduced |
| McIlrath & Eck, LLC | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 80 | $12.0K | 0.01% | +60+300.0% | Added |
| Beacon Capital Management, LLC | 84 | $12.0K | 0.00% | +84 | New |
| Spectrum Management Group, LLC | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 90 | $13.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 98 | $15.0K | 0.00% | +10+11.4% | Added |
| Lipe & Dalton | 100 | $15.0K | 0.01% | +100 | New |
| Spartan Planning & Wealth Management | 100 | $15.0K | 0.02% | +100 | New |
| First Horizon Advisors, Inc. | 111 | $16.0K | 0.00% | −318−74.1% | Reduced |
| Kings Point Capital Management | 108 | $16.0K | 0.00% | −170−61.2% | Reduced |
| Tradition Wealth Management, LLC | 105 | $16.0K | 0.00% | −20−16.0% | Reduced |
| Tarbox Family Office, Inc. | 115 | $17.0K | 0.00% | −75−39.5% | Reduced |
| Selective Wealth Management, Inc. | 115 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 129 | $19.0K | 0.00% | −54−29.5% | Reduced |
| Washington Trust Advisors, Inc. | 136 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 147 | $21.9K | 0.00% | +147 | New |
| GeoWealth Management, LLC | 149 | $22.0K | 0.00% | −18−10.8% | Reduced |
| Northwest Investment Counselors, LLC | 150 | $22.0K | 0.01% | −10−6.3% | Reduced |
| Godsey & Gibb Associates | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 147 | $22.0K | 0.00% | +147 | New |
| HBC Financial Services, PLLC | 150 | $23.0K | 0.02% | −265−63.9% | Reduced |
| Providence Capital Advisors, LLC | 156 | $23.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $23.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 162 | $24.1K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 170 | $25.0K | 0.01% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 4,061,713 | $27.0K | 0.12% | +4,033,911+14,509.4% | Added |
| Professional Financial Advisors, LLC | 180 | $27.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 181 | $27.0K | 0.00% | +7+4.0% | Added |
| Earnest Partners LLC | 188 | $28.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 187 | $28.0K | 0.02% | +187 | New |
| Hudock, Inc. | 200 | $29.0K | 0.01% | +1+0.5% | Added |
| Blue Bell Private Wealth Management, LLC | 200 | $30.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 202 | $30.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 200 | $30.0K | 0.03% | +200 | New |
| Capital Advisory Group Advisory Services, LLC | 203 | $30.0K | 0.01% | +203 | New |
| Westside Investment Management, Inc. | 221 | $32.0K | 0.00% | −6−2.6% | Reduced |
| Bedel Financial Consulting, Inc. | 213 | $32.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 220 | $32.0K | 0.00% | +220 | New |
| Riggs Asset Managment Co. Inc. | 225 | $33.0K | 0.01% | +225 | New |
| Sound Income Strategies, LLC | 233 | $35.0K | 0.00% | +3+1.3% | Added |