| Versant Capital Management, Inc | 9 | $0 | 0.00% | −518−98.3% | Reduced |
| Lee Financial Co | 19 | $0 | 0.00% | −74−79.6% | Reduced |
| WestEnd Advisors, LLC | 12 | $0 | 0.00% | +4+50.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 18 | $0 | 0.00% | +18 | New |
| Delos Wealth Advisors, LLC | 12 | $0 | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 55 | $1.00K | 0.00% | −73−57.0% | Reduced |
| Webster Bank, N. A. | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 56 | $1.00K | 0.00% | +8+16.7% | Added |
| Iron Horse Wealth Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 59 | $1.00K | 0.00% | +59 | New |
| Dark Forest Capital Management LP | 20 | $1.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 72 | $1.82K | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 76 | $1.99K | 0.00% | +76 | New |
| Lazard Asset Management LLC | 104 | $2.00K | 0.00% | −14,439−99.3% | Reduced |
| Cutler Group LP | 100 | $2.00K | 0.00% | −428−81.1% | Reduced |
| Bellwether Advisors, LLC | 103 | $2.00K | 0.00% | −8−7.2% | Reduced |
| Loomis Sayles & Co L P | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 76 | $2.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 94 | $2.00K | 0.00% | +44+88.0% | Added |
| American National Bank | 58 | $2.00K | 0.00% | +58 | New |
| SJS Investment Consulting Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Sound Income Strategies, LLC | 107 | $3.00K | 0.00% | −44−29.1% | Reduced |
| Adirondack Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 129 | $3.00K | 0.00% | +19+17.3% | Added |
| Syverson Strege & Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 110 | $3.00K | 0.00% | +35+46.7% | Added |
| Schubert & Co | 107 | $3.00K | 0.00% | +18+20.2% | Added |
| Abound Wealth Management | 138 | $3.49K | 0.00% | +138 | New |
| Money Concepts Capital Corp | 170 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 175 | $4.00K | 0.00% | −6−3.3% | Reduced |
| Old Second National Bank of Aurora | 139 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 143 | $4.00K | 0.00% | +143 | New |
| EdgeRock Capital LLC | 148 | $4.00K | 0.00% | +148 | New |
| McMillion Capital Management Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 190 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 198 | $5.00K | 0.00% | +1+0.5% | Added |
| PFG Private Wealth Management, LLC | 195 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 195 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 221 | $5.60K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 250 | $6.00K | 0.00% | −50−16.7% | Reduced |
| Tradition Wealth Management, LLC | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 226 | $6.00K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 233 | $6.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 245 | $6.00K | 0.00% | +159+184.9% | Added |
| MUFG Americas Holdings Corp | 250 | $6.00K | 0.00% | +250 | New |
| Financial Management Professionals, Inc. | 268 | $7.00K | 0.00% | −120−30.9% | Reduced |
| Harbor Investment Advisory, LLC | 287 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 285 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 283 | $7.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 290 | $7.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 285 | $7.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 288 | $7.00K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 273 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 274 | $7.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $7.00K | 0.00% | +300 | New |
| Hanson & Doremus Investment Management | 306 | $8.00K | 0.00% | −160−34.3% | Reduced |
| Dividend Assets Capital, LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 347 | $9.00K | 0.00% | −110−24.1% | Reduced |
| Pflug Koory, LLC | 373 | $9.00K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 350 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 362 | $9.00K | 0.00% | +30+9.0% | Added |
| Johnson Financial Group, Inc. | 354 | $9.00K | 0.00% | +132+59.5% | Added |
| Morton Brown Family Wealth, LLC | 341 | $9.00K | 0.01% | +110+47.6% | Added |
| PFS Partners, LLC | 369 | $9.35K | 0.01% | +1+0.3% | Added |
| Endurance Wealth Management, Inc. | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 469 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 490 | $12.0K | 0.00% | −17−3.4% | Reduced |
| Bartlett & Co. LLC | 469 | $12.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 477 | $12.0K | 0.01% | +3+0.6% | Added |
| Ronald Blue Trust, Inc. | 445 | $12.0K | 0.00% | +42+10.4% | Added |
| Riverview Trust Co | 460 | $12.0K | 0.01% | +460 | New |
| Earnest Partners LLC | 509 | $13.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 509 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 500 | $13.0K | 0.00% | +500 | New |
| GHP Investment Advisors, Inc. | 550 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 563 | $14.0K | 0.00% | +57+11.3% | Added |
| Glassman Wealth Services | 597 | $15.0K | 0.00% | +23+4.0% | Added |
| City State Bank | 577 | $15.0K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 565 | $15.0K | 0.00% | +565 | New |
| Princeton Global Asset Management LLC | 612 | $16.0K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 651 | $17.0K | 0.00% | −40,428−98.4% | Reduced |
| EverSource Wealth Advisors, LLC | 650 | $17.0K | 0.00% | −104−13.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 719 | $18.0K | 0.00% | −912−55.9% | Reduced |
| MV Capital Management, Inc. | 706 | $18.0K | 0.00% | +16+2.3% | Added |
| Duncker Streett & Co Inc | 742 | $19.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 744 | $19.0K | 0.00% | 00.0% | Unchanged |