| WestEnd Advisors, LLC | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Westside Investment Management, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1 | $0 | 0.00% | +1 | New |
| JNBA Financial Advisors | 8 | $0 | 0.00% | +8 | New |
| Sound Income Strategies, LLC | 1 | $0 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 13 | $810 | 0.00% | −66−83.5% | Reduced |
| Toth Financial Advisory Corp | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 12 | $1.00K | 0.00% | −8−40.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| Harvest Group Wealth Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Abound Wealth Management | 17 | $1.06K | 0.00% | +17 | New |
| Clearstead Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 29 | $2.00K | 0.00% | +29 | New |
| Cribstone Capital Management, LLC | 37 | $2.00K | 0.00% | +37 | New |
| Evoke Wealth, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Rosenberg Matthew Hamilton | 33 | $2.00K | 0.00% | +33 | New |
| Heritage Wealth Management, LLC | 40 | $2.00K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 35 | $2.00K | 0.00% | +35 | New |
| Howe & Rusling Inc | 42 | $3.00K | 0.00% | −11−20.8% | Reduced |
| Standard Family Office LLC | 49 | $3.00K | 0.00% | +49 | New |
| Heritage Wealth Advisors | 50 | $3.12K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 51 | $3.18K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 70 | $4.00K | 0.01% | −15−17.6% | Reduced |
| Disciplined Investments, LLC | 60 | $4.00K | 0.00% | +21+53.8% | Added |
| Capital Advisors, Ltd. LLC | 63 | $4.00K | 0.00% | +63 | New |
| Raffa Wealth Management, LLC | 66 | $4.11K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 69 | $4.30K | 0.00% | +69 | New |
| SRS Capital Advisors, Inc. | 74 | $5.00K | 0.00% | −34−31.5% | Reduced |
| Lee Financial Co | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 82 | $5.00K | 0.00% | +82 | New |
| Sutton Wealth Advisors Inc. | 82 | $5.11K | 0.00% | +61+290.5% | Added |
| Aua Capital Management, LLC | 89 | $6.00K | 0.00% | −6−6.3% | Reduced |
| Belmont Capital, LLC | 101 | $6.00K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 96 | $6.00K | 0.00% | +96 | New |
| BerganKDV Wealth Management, LLC | 116 | $7.00K | 0.00% | −75−39.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 118 | $7.00K | 0.00% | +27+29.7% | Added |
| Crewe Advisors LLC | 112 | $7.00K | 0.00% | +36+47.4% | Added |
| Morton Brown Family Wealth, LLC | 111 | $7.00K | 0.01% | +111 | New |
| Archer Investment Corp | 115 | $7.17K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 131 | $8.00K | 0.00% | −74−36.1% | Reduced |
| McIlrath & Eck, LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 134 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 124 | $8.00K | 0.00% | +24+24.0% | Added |
| Schubert & Co | 127 | $8.00K | 0.01% | +43+51.2% | Added |
| Focused Wealth Management, Inc | 139 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 140 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 162 | $10.0K | 0.00% | −72−30.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 155 | $10.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 161 | $10.0K | 0.00% | +67+71.3% | Added |
| Macroview Investment Management LLC | 171 | $11.0K | 0.02% | −66−27.8% | Reduced |
| Brown Brothers Harriman & Co | 178 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 192 | $12.0K | 0.00% | −110−36.4% | Reduced |
| Whittier Trust Co | 189 | $12.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $12.0K | 0.00% | +200 | New |
| TCI Wealth Advisors, Inc. | 245 | $15.0K | 0.00% | −298−54.9% | Reduced |
| Vigilant Capital Management, LLC | 233 | $15.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 236 | $16.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 274 | $17.0K | 0.00% | +117+74.5% | Added |
| Investors Research Corp | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 305 | $19.0K | 0.00% | +305 | New |
| Benjamin F. Edwards & Company, Inc. | 300 | $19.0K | 0.00% | +300 | New |
| Harbour Investments, Inc. | 425 | $21.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 334 | $21.0K | 0.00% | +60+21.9% | Added |
| Trustcore Financial Services, LLC | 352 | $22.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 347 | $22.0K | 0.01% | +185+114.2% | Added |
| First Eagle Investment Management, LLC | 348 | $22.0K | 0.00% | +308+770.0% | Added |
| Zions Bancorporation, N.A. | 373 | $23.0K | 0.00% | +56+17.7% | Added |
| HM Payson & Co | 391 | $24.0K | 0.00% | −2−0.5% | Reduced |
| Montag A & Associates Inc | 410 | $26.0K | 0.00% | −900−68.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 414 | $26.0K | 0.00% | +258+165.4% | Added |
| Washington Trust Advisors, Inc. | 442 | $28.0K | 0.00% | −244−35.6% | Reduced |
| Geneos Wealth Management Inc. | 480 | $29.0K | 0.00% | −425−47.0% | Reduced |
| FourThought Financial, LLC | 469 | $29.0K | 0.00% | +469 | New |
| TSFG, LLC | 480 | $30.0K | 0.01% | +50+11.6% | Added |
| Bradley & Co. Private Wealth Management, LLC | 478 | $30.0K | 0.04% | +478 | New |
| Salem Investment Counselors Inc | 530 | $33.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 548 | $34.0K | 0.00% | −27−4.7% | Reduced |
| DT Investment Partners, LLC | 545 | $34.0K | 0.01% | +545 | New |
| Clear Street Markets LLC | 584 | $36.0K | 0.01% | −325−35.8% | Reduced |
| Central Trust Co | 592 | $37.0K | 0.00% | −710−54.5% | Reduced |
| Johnson Financial Group, Inc. | 600 | $37.0K | 0.00% | +279+86.9% | Added |
| Mizuho Securities Co. Ltd. | 600 | $37.0K | 0.01% | +600 | New |