| First Horizon Advisors, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $0 | 0.00% | +6 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Arkadios Wealth Advisors | 13 | $1.00K | 0.00% | −17−56.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 8 | $1.00K | 0.00% | +8 | New |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Ten Capital Wealth Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Sound Income Strategies, LLC | 22 | $2.00K | 0.00% | −84−79.2% | Reduced |
| First Horizon Corp | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Strategic Blueprint, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 36 | $2.95K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 34 | $3.00K | 0.00% | +34 | New |
| Concord Wealth Partners | 38 | $3.00K | 0.00% | +38 | New |
| BerganKDV Wealth Management, LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 60 | $5.00K | 0.00% | −49−45.0% | Reduced |
| Farmers & Merchants Investments Inc | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 55 | $5.00K | 0.00% | −8−12.7% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 66 | $5.00K | 0.00% | +66 | New |
| Parkside Financial Bank & Trust | 73 | $6.00K | 0.00% | −200−73.3% | Reduced |
| Versant Capital Management, Inc | 69 | $6.00K | 0.00% | −45−39.5% | Reduced |
| Heritage Wealth Management, LLC | 70 | $6.00K | 0.00% | +70 | New |
| Whittier Trust Co of Nevada Inc | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 93 | $7.00K | 0.00% | +93 | New |
| Private Capital Group, LLC | 99 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 94 | $8.00K | 0.00% | +46+95.8% | Added |
| Allworth Financial LP | 100 | $8.00K | 0.00% | +100 | New |
| Neo Ivy Capital Management | 115 | $9.00K | 0.01% | −975−89.4% | Reduced |
| Rocky Mountain Advisers, LLC | 110 | $9.00K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 113 | $9.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 123 | $10.0K | 0.00% | +6+5.1% | Added |
| Stonebridge Capital Advisors LLC | 130 | $11.0K | 0.00% | −17−11.6% | Reduced |
| Zions Bancorporation, N.A. | 129 | $11.0K | 0.00% | −6−4.4% | Reduced |
| Pinnacle Bancorp, Inc. | 131 | $11.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 140 | $11.5K | 0.00% | +7+5.3% | Added |
| Lindbrook Capital, LLC | 153 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $13.0K | 0.00% | +36+29.3% | Added |
| Atlas Capital Advisors LLC | 165 | $13.5K | 0.00% | +15+10.0% | Added |
| Trust Co | 175 | $14.0K | 0.01% | +175 | New |
| Assetmark, Inc | 187 | $15.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 187 | $15.0K | 0.00% | +8+4.5% | Added |
| Financial Perspectives, Inc | 191 | $15.7K | 0.01% | −15,347−98.8% | Reduced |
| Resources Management Corp | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 193 | $16.0K | 0.00% | +32+19.9% | Added |
| Reilly Financial Advisors, LLC | 206 | $17.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 213 | $18.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 237 | $19.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 229 | $19.0K | 0.00% | +229 | New |
| Sittner & Nelson, LLC | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 243 | $20.0K | 0.00% | +70+40.5% | Added |
| MCF Advisors LLC | 267 | $22.0K | 0.00% | −17−6.0% | Reduced |
| Berman Capital Advisors, LLC | 284 | $23.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 280 | $23.0K | 0.00% | +103+58.2% | Added |
| Exchange Traded Concepts, LLC | 291 | $24.0K | 0.00% | +291 | New |
| Sandy Spring Bank | 300 | $25.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 318 | $26.0K | 0.00% | +1+0.3% | Added |
| Smithfield Trust Co | 340 | $28.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 350 | $29.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 351 | $29.0K | 0.01% | +76+27.6% | Added |
| Heritage Wealth Advisors | 365 | $29.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 371 | $30.0K | 0.00% | +15+4.2% | Added |
| HM Payson & Co | 394 | $32.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 365 | $32.0K | 0.03% | +365 | New |
| Monetary Management Group Inc | 400 | $33.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 407 | $33.4K | 0.00% | −84−17.1% | Reduced |
| Riverview Trust Co | 421 | $35.0K | 0.04% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 443 | $36.0K | 0.01% | +250+129.5% | Added |
| Manchester Capital Management LLC | 466 | $38.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 468 | $38.0K | 0.00% | +468 | New |
| Sargent Bickham Lagudis LLC | 475 | $39.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 492 | $40.0K | 0.00% | −154−23.8% | Reduced |
| Bellevue Asset Management, LLC | 483 | $40.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $41.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 500 | $41.0K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $41.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 505 | $41.0K | 0.00% | +284+128.5% | Added |
| McIlrath & Eck, LLC | 537 | $44.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 555 | $45.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 567 | $46.0K | 0.00% | +567 | New |
| CVA Family Office, LLC | 590 | $48.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 601 | $49.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 676 | $55.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 700 | $57.0K | 0.00% | −100−12.5% | Reduced |
| Bartlett & Co. LLC | 700 | $57.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 700 | $57.4K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 738 | $60.5K | 0.02% | −1,885−71.9% | Reduced |
| Global Retirement Partners, LLC | 747 | $61.0K | 0.01% | +33+4.6% | Added |
| Rockefeller Capital Management L.P. | 769 | $62.0K | 0.00% | −31−3.9% | Reduced |
| Mondrian Investment Partners LTD | 825 | $68.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 848 | $70.0K | 0.00% | +65+8.3% | Added |
