| Perkins Coie Trust Co | 6 | $380 | 0.00% | +6 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $381 | 0.00% | 00.0% | Unchanged |
| Arena Investors LP | 6 | $381 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 8 | $494 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $508 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $571 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 10 | $634 | 0.00% | +10 | New |
| True Wealth Design, LLC | 10 | $635 | 0.00% | +1+11.1% | Added |
| Global Wealth Strategies & Associates | 13 | $825 | 0.00% | +13 | New |
| Hibernia Wealth Partners, LLC | 15 | $926 | 0.00% | +15 | New |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | +8 | New |
| West Paces Advisors Inc. | 17 | $1.08K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 22 | $1.40K | 0.00% | +22 | New |
| Eagle Bay Advisors LLC | 24 | $1.52K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 24 | $1.52K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 25 | $1.59K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 29 | $1.84K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $1.97K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 32 | $2.00K | 0.00% | −3,375−99.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 33 | $2.09K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 53 | $3.36K | 0.00% | +53 | New |
| Bell Investment Advisors, Inc | 61 | $3.87K | 0.00% | −26−29.9% | Reduced |
| Spotlight Asset Group, Inc. | 62 | $3.93K | 0.00% | +62 | New |
| Mendota Financial Group, LLC | 63 | $4.00K | 0.00% | +63 | New |
| TSFG, LLC | 67 | $4.00K | 0.00% | +67 | New |
| Dakota Community Bank & Trust NA | 66 | $4.19K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 66 | $4.19K | 0.00% | +66 | New |
| Prestige Wealth Management Group LLC | 67 | $4.25K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 74 | $4.68K | 0.00% | −16−17.8% | Reduced |
| Chesapeake Asset Management LLC | 75 | $4.76K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 75 | $4.76K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 75 | $4.76K | 0.00% | +75 | New |
| Cape Investment Advisory, Inc. | 76 | $4.82K | 0.00% | +76 | New |
| Activest Wealth Management | 79 | $5.01K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 83 | $5.26K | 0.00% | +83 | New |
| New Millennium Group LLC | 95 | $6.03K | 0.01% | +95 | New |
| DHJJ Financial Advisors, Ltd. | 98 | $6.22K | 0.00% | +98 | New |
| PFS Partners, LLC | 100 | $6.37K | 0.01% | +1+1.0% | Added |
| GHP Investment Advisors, Inc. | 93 | $6.43K | 0.00% | +93 | New |
| Psagot Value Holdings Ltd. / (Israel) | 109 | $7.00K | 0.00% | +109 | New |
| IAG Wealth Partners, LLC | 112 | $7.10K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 115 | $7.29K | 0.00% | +115 | New |
| Sugarloaf Wealth Management, LLC | 116 | $7.37K | 0.00% | −648−84.8% | Reduced |
| St. Johns Investment Management Company, LLC | 121 | $7.67K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 123 | $8.00K | 0.01% | +123 | New |
| West Tower Group, LLC | 130 | $8.25K | 0.00% | +130 | New |
| SOA Wealth Advisors, LLC. | 133 | $8.44K | 0.00% | +133 | New |
| CarsonAllaria Wealth Management, Ltd. | 138 | $8.75K | 0.01% | +138 | New |
| Insight Financial Services | 155 | $9.83K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 159 | $10.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 155 | $10.5K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 166 | $10.5K | 0.01% | +166 | New |
| Macroview Investment Management LLC | 175 | $11.1K | 0.01% | +3+1.7% | Added |
| Pacific Center for Financial Services | 183 | $11.6K | 0.00% | +183 | New |
| Stone House Investment Management, LLC | 185 | $11.7K | 0.00% | +1+0.5% | Added |
| Sutton Wealth Advisors Inc. | 189 | $12.0K | 0.01% | +33+21.2% | Added |
| Raffa Wealth Management, LLC | 196 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 197 | $12.5K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 201 | $12.8K | 0.00% | +168+509.1% | Added |
| GW&K Investment Management, LLC | 209 | $13.0K | 0.00% | +18+9.4% | Added |
| Byrne Asset Management LLC | 212 | $13.0K | 0.01% | +162+324.0% | Added |
| Tyler-Stone Wealth Management | 200 | $13.0K | 0.01% | +200 | New |
| McIlrath & Eck, LLC | 205 | $13.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 214 | $13.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 219 | $13.9K | 0.00% | −14−6.0% | Reduced |
| JNBA Financial Advisors | 219 | $13.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 230 | $14.2K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 233 | $14.8K | 0.00% | +233 | New |
| Desjardins Global Asset Management Inc. | 234 | $14.8K | 0.00% | −12,317−98.1% | Reduced |
| JJJ Advisors Inc. | 241 | $15.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 246 | $15.6K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 250 | $15.9K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 251 | $15.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 283 | $17.9K | 0.01% | +4+1.4% | Added |
| Zions Bancorporation, N.A. | 283 | $18.0K | 0.00% | −16−5.4% | Reduced |
| WR Wealth Planners, LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 304 | $19.3K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 325 | $20.6K | 0.00% | +325 | New |
| WFA Asset Management Corp | 367 | $23.3K | 0.01% | +5+1.4% | Added |
| Headinvest, LLC | 387 | $23.9K | 0.01% | +387 | New |
| Peoples Bank | 390 | $24.7K | 0.02% | +390 | New |
| Front Row Advisors LLC | 393 | $24.9K | 0.01% | −5−1.3% | Reduced |
| Colonial Trust Advisors | 393 | $24.9K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 394 | $25.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 394 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 400 | $25.4K | 0.03% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 406 | $25.8K | 0.00% | +406 | New |
| Ronald Blue Trust, Inc. | 433 | $26.0K | 0.00% | −56−11.5% | Reduced |
| Quent Capital, LLC | 437 | $27.7K | 0.00% | +216+97.7% | Added |
| State of Wyoming | 450 | $28.5K | 0.01% | −2,420−84.3% | Reduced |
| Qube Research & Technologies Ltd | 457 | $29.0K | 0.00% | −86,880−99.5% | Reduced |
| MB, Levis & Associates, LLC | 479 | $30.4K | 0.02% | +479 | New |
| Retirement Group, LLC | 513 | $32.5K | 0.01% | +113+28.2% | Added |
| Missouri Trust & Investment Co | 519 | $32.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 535 | $33.9K | 0.01% | +8+1.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 543 | $34.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 565 | $35.0K | 0.00% | +151+36.5% | Added |
| Loomis Sayles & Co L P | 557 | $35.0K | 0.00% | +478+605.1% | Added |
| Evermay Wealth Management LLC | 560 | $35.5K | 0.01% | 00.0% | Unchanged |