| WestEnd Advisors, LLC | – | $605 | 0.00% | – | – |
| Longfellow Investment Management Co LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Institutional & Family Asset Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1 | $1.00K | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Red Tortoise LLC | 2 | $1.00K | 0.00% | +2 | New |
| Front Row Advisors LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $2.00K | 0.00% | +4 | New |
| Filbrandt Wealth Management, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Kelly Financial Services LLC | 4 | $2.42K | 0.00% | −2,230−99.8% | Reduced |
| Resources Management Corp | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 5 | $3.00K | 0.00% | +5 | New |
| Cranbrook Wealth Management, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Heritage Wealth Management, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Farmers & Merchants Investments Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7 | $4.00K | 0.00% | +4+133.3% | Added |
| USA Financial Portformulas Corp | 6 | $4.00K | 0.00% | +6 | New |
| NVWM, LLC | 7 | $4.00K | 0.00% | +7 | New |
| NewSquare Capital LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 8 | $5.00K | 0.00% | +8 | New |
| Cahill Financial Advisors Inc | 8 | $5.00K | 0.00% | +8 | New |
| Professional Financial Advisors, LLC | 8 | $5.00K | 0.00% | +8 | New |
| Hartford Financial Management Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 10 | $6.00K | 0.00% | +10 | New |
| Harvest Group Wealth Management, LLC | 10 | $6.00K | 0.00% | +10 | New |
| Crewe Advisors LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 13 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $7.00K | 0.00% | +2+20.0% | Added |
| Financial Management Professionals, Inc. | 13 | $8.00K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 14 | $8.00K | 0.00% | +14 | New |
| Concord Wealth Partners | 15 | $9.00K | 0.00% | −98−86.7% | Reduced |
| JNBA Financial Advisors | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 15 | $9.00K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 15 | $9.00K | 0.00% | +15 | New |
| Evolution Wealth Advisors, LLC | 16 | $10.0K | 0.00% | −28−63.6% | Reduced |
| Anfield Capital Management, LLC | 16 | $10.0K | 0.00% | −2−11.1% | Reduced |
| Asset Dedication, LLC | 17 | $10.0K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $10.9K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 19 | $11.0K | 0.00% | −900−97.9% | Reduced |
| Meridian Wealth Partners, LLC | 19 | $11.0K | 0.00% | +19 | New |
| Massmutual Trust Co FSB | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 20 | $12.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 21 | $12.7K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 22 | $13.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 23 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 25 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $15.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $15.0K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 24 | $15.0K | 0.00% | +24 | New |
| Wagner Wealth Management, LLC | 25 | $16.0K | 0.01% | +25 | New |
| Jackson, Grant Investment Advisers, Inc. | 28 | $17.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $18.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 30 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 29 | $18.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 30 | $18.0K | 0.01% | +10+50.0% | Added |
| Kowal Investment Group, LLC | 30 | $18.0K | 0.01% | +30 | New |
| Holloway Wealth Management, LLC | – | $19.0K | 0.01% | – | – |
| Versant Capital Management, Inc | 31 | $19.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 32 | $19.0K | 0.00% | +32 | New |
| O'Dell Group, LLC | 31 | $19.0K | 0.01% | +31 | New |
| Sutton Wealth Advisors Inc. | 33 | $20.0K | 0.01% | −2−5.7% | Reduced |
| Sound Income Strategies, LLC | 33 | $20.0K | 0.00% | +31+1,550.0% | Added |
| Fieldpoint Private Securities, LLC | 34 | $21.0K | 0.00% | +4+13.3% | Added |
| MV Capital Management, Inc. | 34 | $21.0K | 0.00% | +14+70.0% | Added |
| Simon Quick Advisors, LLC | 37 | $22.0K | 0.01% | +5+15.6% | Added |
| Whittier Trust Co | 38 | $23.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 40 | $24.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 40 | $24.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 42 | $25.0K | 0.00% | +2+5.0% | Added |
| Global Financial Private Client, LLC | 44 | $25.1K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 44 | $27.0K | 0.01% | +8+22.2% | Added |
| IronBridge Private Wealth, LLC | 45 | $27.0K | 0.02% | +45 | New |
| Earnest Partners LLC | 48 | $29.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 50 | $30.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 49 | $30.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 50 | $30.3K | 0.00% | +50 | New |
| Tarbox Family Office, Inc. | 53 | $32.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 55 | $33.0K | 0.00% | −8−12.7% | Reduced |
| Arkadios Wealth Advisors | 56 | $33.0K | 0.00% | −1−1.8% | Reduced |
| Gleason Group, Inc. | 55 | $33.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 54 | $33.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 57 | $34.0K | 0.01% | +1+1.8% | Added |
| Evoke Wealth, LLC | 58 | $35.0K | 0.00% | +47+427.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 60 | $36.0K | 0.00% | +60 | New |