| Hallmark Capital Management Inc | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $93 | 0.00% | +1 | New |
| Aspire Private Capital, LLC | 3 | $278 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $279 | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 3 | $279 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $279 | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 5 | $465 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | $542 | 0.00% | −87−91.6% | Reduced |
| USA Financial Portformulas Corp | 6 | $558 | 0.00% | 00.0% | Unchanged |
| WS Management LLLP | 7 | $651 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 7 | $662 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $744 | 0.00% | −1−11.1% | Reduced |
| TFC Financial Management | 8 | $744 | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 10 | $930 | 0.00% | −1,040−99.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $930 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $930 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $930 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10 | $930 | 0.00% | +10 | New |
| Horrell Capital Management, Inc. | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Perkins Coie Trust Co | 12 | $1.11K | 0.00% | +12 | New |
| North Star Investment Management Corp. | 13 | $1.21K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $1.21K | 0.00% | +13 | New |
| VisionPoint Advisory Group, LLC | 17 | $1.58K | 0.00% | +17 | New |
| Clear Investment Research, LLC | 18 | $1.67K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 19 | $1.77K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 23 | $2.14K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 25 | $2.32K | 0.00% | +25 | New |
| Stone House Investment Management, LLC | 27 | $2.51K | 0.00% | +27 | New |
| Quintet Private Bank (Europe) S.A. | 30 | $2.79K | 0.00% | +1+3.4% | Added |
| Iron Horse Wealth Management, LLC | 32 | $2.97K | 0.00% | +32 | New |
| Avion Wealth | 43 | $3.00K | 0.00% | +5+13.2% | Added |
| Beacon Capital Management, LLC | 32 | $3.03K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 33 | $3.07K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 36 | $3.35K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 37 | $3.44K | 0.00% | −21−36.2% | Reduced |
| Semmax Financial Advisors Inc. | 55 | $3.67K | 0.00% | +55 | New |
| Creative Financial Designs Inc | 43 | $4.00K | 0.00% | +35+437.5% | Added |
| Clear Street Markets LLC | 48 | $4.00K | 0.00% | −99−67.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 45 | $4.18K | 0.00% | +25+125.0% | Added |
| Northwest Investment Counselors, LLC | 46 | $4.28K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 47 | $4.37K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $4.46K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 50 | $4.65K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $4.65K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 51 | $4.74K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 59 | $5.48K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 64 | $5.95K | 0.00% | +11+20.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 66 | $6.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 66 | $6.13K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 69 | $6.41K | 0.01% | +69 | New |
| Venturi Wealth Management, LLC | 70 | $6.51K | 0.00% | +63+900.0% | Added |
| Authentikos Wealth Advisory, LLC | 75 | $6.97K | 0.01% | +75 | New |
| SJS Investment Consulting Inc. | 75 | $6.97K | 0.00% | +5+7.1% | Added |
| Sutton Wealth Advisors Inc. | 77 | $7.16K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 79 | $7.34K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 79 | $7.34K | 0.00% | −3−3.7% | Reduced |
| Lee Financial Co | 80 | $7.44K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 85 | $7.90K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 89 | $8.27K | 0.01% | +89 | New |
| RFP Financial Group LLC | 90 | $8.37K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 91 | $8.46K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 93 | $8.64K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 99 | $9.00K | 0.00% | +6+6.5% | Added |
| Tradition Wealth Management, LLC | 94 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 98 | $9.11K | 0.00% | +33+50.8% | Added |
| Chesapeake Asset Management LLC | 100 | $9.29K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $9.29K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $9.29K | 0.00% | +7+7.5% | Added |
| Belmont Capital, LLC | 101 | $9.39K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 103 | $9.57K | 0.00% | +11+12.0% | Added |
| Trust Co of Vermont | 104 | $9.67K | 0.00% | +104 | New |
| Macroview Investment Management LLC | 111 | $10.3K | 0.01% | −10−8.3% | Reduced |
| Hollencrest Capital Management | 120 | $11.2K | 0.00% | −150−55.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 121 | $11.2K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 127 | $11.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $12.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $12.1K | 0.00% | +15+13.0% | Added |
| McIlrath & Eck, LLC | 131 | $12.2K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 153 | $14.2K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 155 | $14.4K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 164 | $15.2K | 0.00% | +42+34.4% | Added |
| SRS Capital Advisors, Inc. | 167 | $15.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 180 | $17.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 185 | $17.2K | 0.00% | +23+14.2% | Added |
| Brown Brothers Harriman & Co | 192 | $17.8K | 0.00% | −156−44.8% | Reduced |
| Whittier Trust Co | 196 | $18.2K | 0.00% | +7+3.7% | Added |
| Trivant Custom Portfolio Group, LLC | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $18.6K | 0.00% | +200 | New |
| Twin Lakes Capital Management, LLC | 200 | $18.6K | 0.01% | +200 | New |
| Washington Trust Advisors, Inc. | 201 | $18.7K | 0.00% | −34−14.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 205 | $19.1K | 0.01% | +205 | New |
| Focused Wealth Management, Inc | 214 | $19.9K | 0.00% | +50+30.5% | Added |
| GPS Wealth Strategies Group, LLC | 215 | $20.0K | 0.00% | +95+79.2% | Added |