| WestEnd Advisors, LLC | – | $566 | 0.00% | – | New |
| Capital Analysts, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 2 | $1.00K | 0.00% | +2 | New |
| CNB Bank | 1 | $1.00K | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $1.15K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 4 | $2.00K | 0.00% | +4 | New |
| Optiver Holding B.V. | 4 | $2.00K | 0.00% | +4 | New |
| Exane Derivatives | 4 | $2.36K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $3.00K | 0.00% | −15−75.0% | Reduced |
| Aspire Private Capital, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 6 | $3.00K | 0.00% | +6 | New |
| True Link Financial Advisors, LLC | 5 | $3.00K | 0.00% | +5 | New |
| NEXT Financial Group, Inc | 7 | $4.00K | 0.00% | −3−30.0% | Reduced |
| Thomas White International Ltd | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $4.53K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 9 | $5.00K | 0.00% | +9 | New |
| Center for Financial Planning, Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 11 | $6.00K | 0.00% | +11 | New |
| Tradition Wealth Management, LLC | 10 | $6.00K | 0.00% | +10 | New |
| Private Capital Group, LLC | 13 | $7.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 13 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 14 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $8.49K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 17 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 19 | $10.8K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20 | $11.0K | 0.00% | −1−4.8% | Reduced |
| FormulaFolio Investments, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 19 | $11.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $11.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 20 | $11.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $11.0K | 0.00% | +16+533.3% | Added |
| Allworth Financial LP | 21 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 21 | $12.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 23 | $13.0K | 0.01% | +23 | New |
| Selective Wealth Management, Inc. | 23 | $13.0K | 0.01% | +23 | New |
| McIlrath & Eck, LLC | 25 | $14.0K | 0.00% | −22−46.8% | Reduced |
| Resolute Partners Group | 25 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $14.0K | 0.00% | +1+4.2% | Added |
| FourThought Financial, LLC | 25 | $14.0K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 26 | $15.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 28 | $15.9K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 29 | $16.0K | 0.00% | −5−14.7% | Reduced |
| Pin Oak Investment Advisors Inc | 29 | $16.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 28 | $16.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 29 | $16.0K | 0.00% | +5+20.8% | Added |
| West Paces Advisors Inc. | 30 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Financial, llc | 30 | $17.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 30 | $18.0K | 0.00% | −30−50.0% | Reduced |
| Lenox Wealth Advisors, LLC | 31 | $18.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $18.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 33 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 34 | $19.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 33 | $19.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 34 | $19.0K | 0.00% | +28+466.7% | Added |
| Zions Bancorporation, N.A. | 36 | $20.0K | 0.00% | −6−14.3% | Reduced |
| First Financial Corp | 35 | $20.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 35 | $20.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 35 | $20.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 40 | $23.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44 | $24.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 43 | $24.0K | 0.00% | +1+2.4% | Added |
| Brown Brothers Harriman & Co | 44 | $25.0K | 0.00% | −806−94.8% | Reduced |
| Bray Capital Advisors | 50 | $28.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $28.0K | 0.00% | +50 | New |
| Carolinas Wealth Consulting LLC | 51 | $29.0K | 0.01% | −51−50.0% | Reduced |
| Eagle Bay Advisors LLC | 49 | $29.0K | 0.02% | +49 | New |
| American Portfolios Advisors | 52 | $29.4K | 0.00% | −8−13.3% | Reduced |
| Heritage Wealth Advisors | 52 | $29.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 58 | $33.0K | 0.00% | 00.0% | Unchanged |
| RE Advisers Corp | 58 | $33.0K | 0.00% | +58 | New |
| Assetmark, Inc | 60 | $34.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 66 | $37.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 67 | $38.0K | 0.00% | +2+3.1% | Added |
| PNC Managed Account Solutions, Inc. | 69 | $39.0K | 0.01% | +69 | New |
| Pinnacle Bancorp, Inc. | 71 | $40.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 70 | $40.0K | 0.01% | +35+100.0% | Added |
| KB Financial Partners, LLC | 82 | $46.0K | 0.02% | −80−49.4% | Reduced |
| Concord Wealth Partners | 87 | $49.0K | 0.01% | −1−1.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 86 | $49.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 93 | $53.0K | 0.01% | +5+5.7% | Added |
| Lion Street Advisors, LLC | 100 | $56.6K | 2.05% | +100 | New |
| Peoples Financial Services Corp. | 100 | $57.0K | 0.02% | 00.0% | Unchanged |