| WestEnd Advisors, LLC | – | $698 | 0.00% | – | – |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −8,744−100.0% | Reduced |
| USA Financial Portformulas Corp | 1 | $1.00K | 0.00% | −2,618−100.0% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| Longfellow Investment Management Co LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cribstone Capital Management, LLC | 1 | $1.00K | 0.00% | +1 | New |
| West Paces Advisors Inc. | 2 | $1.40K | 0.00% | +2 | New |
| KB Financial Partners, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $2.00K | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 5 | $3.00K | 0.00% | −5−50.0% | Reduced |
| Resources Management Corp | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $3.00K | 0.00% | +4 | New |
| Financial Enhancement Group LLC | 4 | $3.00K | 0.00% | +4 | New |
| Proequities, Inc. | 6 | $4.00K | 0.00% | −279−97.9% | Reduced |
| Laurel Wealth Advisors LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 7 | $5.00K | 0.00% | −1−12.5% | Reduced |
| Citizens National Bank Trust Department | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 9 | $6.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 9 | $6.00K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $6.00K | 0.00% | +1+12.5% | Added |
| Centerpoint Advisors, LLC | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $6.00K | 0.00% | +4+80.0% | Added |
| GW&K Investment Management, LLC | 9 | $6.00K | 0.00% | +9 | New |
| Disciplined Investments, LLC | 8 | $6.00K | 0.00% | +8 | New |
| Stonebridge Capital Advisors LLC | 10 | $7.00K | 0.00% | −2−16.7% | Reduced |
| Hartford Financial Management Inc. | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 10 | $7.00K | 0.01% | 00.0% | Unchanged |
| American National Bank | 10 | $7.00K | 0.00% | +10 | New |
| Gradient Investments LLC | 11 | $8.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 13 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 13 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 14 | $10.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $10.0K | 0.00% | +1+7.7% | Added |
| Cordant, Inc. | 14 | $10.0K | 0.01% | +14 | New |
| Retirement Group, LLC | 16 | $11.0K | 0.00% | +11+220.0% | Added |
| Raffa Wealth Management, LLC | 19 | $13.3K | 0.00% | +1+5.6% | Added |
| Baron Financial Group, LLC | 20 | $14.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $14.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 20 | $14.0K | 0.00% | +20 | New |
| Caldwell Trust Co | 21 | $14.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 25 | $17.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $17.0K | 0.02% | 00.0% | Unchanged |
| Siena Capital LLC | 25 | $17.0K | 0.01% | +25 | New |
| JFS Wealth Advisors, LLC | 26 | $18.0K | 0.00% | +17+188.9% | Added |
| SJS Investment Consulting Inc. | 26 | $18.0K | 0.01% | +26 | New |
| Jackson, Grant Investment Advisers, Inc. | 28 | $20.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 30 | $20.0K | 0.02% | +30 | New |
| Stephens Consulting, LLC | 29 | $20.3K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 30 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 30 | $21.0K | 0.02% | +30 | New |
| Holloway Wealth Management, LLC | – | $22.0K | 0.01% | – | – |
| Versant Capital Management, Inc | 31 | $22.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 31 | $22.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 33 | $23.0K | 0.01% | +1+3.1% | Added |
| Trustcore Financial Services, LLC | 34 | $24.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $25.0K | 0.00% | +4+12.5% | Added |
| Core Alternative Capital | 36 | $25.0K | 0.01% | +32+800.0% | Added |
| Sutton Wealth Advisors Inc. | 36 | $25.1K | 0.01% | +3+9.1% | Added |
| Tarbox Family Office, Inc. | 38 | $27.0K | 0.01% | −16−29.6% | Reduced |
| Benjamin Edwards Inc | 38 | $27.0K | 0.01% | −15−28.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 39 | $27.0K | 0.00% | +13+50.0% | Added |
| Hillsdale Investment Management Inc. | 40 | $28.0K | 0.00% | −1,000−96.2% | Reduced |
| TSFG, LLC | 40 | $28.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 44 | $30.6K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 46 | $32.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $33.0K | 0.00% | −8−14.5% | Reduced |
| Byrne Asset Management LLC | 48 | $34.0K | 0.02% | −6−11.1% | Reduced |
| Earnest Partners LLC | 48 | $34.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 48 | $34.0K | 0.02% | +33+220.0% | Added |
| Selective Wealth Management, Inc. | 50 | $35.0K | 0.01% | −250−83.3% | Reduced |
| Heritage Wealth Advisors | 50 | $35.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 52 | $36.0K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 55 | $38.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 54 | $38.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 54 | $38.0K | 0.01% | +5+10.2% | Added |
| Whittier Trust Co of Nevada Inc | 55 | $38.0K | 0.00% | +25+83.3% | Added |
| Carolinas Wealth Consulting LLC | 56 | $39.0K | 0.01% | −1−1.8% | Reduced |
| Bellevue Asset Management, LLC | 57 | $40.0K | 0.02% | +28+96.6% | Added |
| Castleview Partners, LLC | 59 | $41.0K | 0.03% | −37,200−99.8% | Reduced |