| WestEnd Advisors, LLC | – | $110 | 0.00% | – | New |
| Sound Income Strategies, LLC | 12 | $1.00K | 0.00% | −211−94.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 6 | $1.00K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| TSFG, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 14 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 15 | $1.66K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $1.77K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $2.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 24 | $2.64K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 31 | $3.00K | 0.00% | +31 | New |
| Manchester Capital Management LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 38 | $4.00K | 0.00% | +38 | New |
| Gradient Investments LLC | 35 | $4.00K | 0.00% | +35 | New |
| Eagle Bay Advisors LLC | 36 | $4.00K | 0.00% | +36 | New |
| Evolution Wealth Advisors, LLC | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 44 | $5.00K | 0.00% | +44 | New |
| Glassman Wealth Services | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 52 | $6.00K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 53 | $6.00K | 0.00% | +53 | New |
| Sutton Wealth Advisors Inc. | 59 | $6.49K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 65 | $7.00K | 0.00% | +4+6.6% | Added |
| Massmutual Trust Co FSB | 76 | $8.00K | 0.00% | +27+55.1% | Added |
| Exchange Traded Concepts, LLC | 74 | $8.00K | 0.00% | +74 | New |
| Paragon Wealth Strategies, LLC | 81 | $9.00K | 0.00% | +81 | New |
| Savior LLC | 92 | $10.0K | 0.01% | −27−22.7% | Reduced |
| Enterprise Financial Services Corp | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 90 | $10.0K | 0.00% | +90 | New |
| Zions Bancorporation, N.A. | 104 | $11.0K | 0.00% | −2−1.9% | Reduced |
| Tradewinds Capital Management, LLC | 99 | $11.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 98 | $11.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $11.0K | 0.00% | +100 | New |
| FinTrust Capital Advisors, LLC | 106 | $12.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 110 | $12.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 118 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 118 | $13.0K | 0.00% | +11+10.3% | Added |
| Arkadios Wealth Advisors | 130 | $14.0K | 0.00% | +104+400.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 137 | $15.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 132 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 137 | $15.0K | 0.00% | +18+15.1% | Added |
| Concord Wealth Partners | 149 | $16.0K | 0.00% | +1+0.7% | Added |
| Front Row Advisors LLC | 135 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 175 | $19.0K | 0.00% | −5−2.8% | Reduced |
| Firestone Capital Management | 177 | $19.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 175 | $19.0K | 0.01% | +175 | New |
| Webster Bank, N. A. | 180 | $20.0K | 0.00% | −75−29.4% | Reduced |
| Harding Loevner LP | 185 | $20.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 201 | $22.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 203 | $22.0K | 0.00% | +1+0.5% | Added |
| Selective Wealth Management, Inc. | 200 | $22.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 200 | $22.0K | 0.00% | +151+308.2% | Added |
| Godsey & Gibb Associates | 200 | $22.0K | 0.01% | +200 | New |
| West Paces Advisors Inc. | 208 | $22.9K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 227 | $25.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 246 | $27.0K | 0.01% | −5−2.0% | Reduced |
| TCI Wealth Advisors, Inc. | 247 | $27.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 245 | $27.0K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 255 | $28.0K | 0.00% | +255 | New |
| Atlas Capital Advisors LLC | 269 | $29.6K | 0.00% | +5+1.9% | Added |
| First PREMIER Bank | 275 | $30.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 300 | $33.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 305 | $34.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 333 | $36.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 333 | $36.0K | 0.01% | +1+0.3% | Added |
| Gemmer Asset Management LLC | 345 | $38.0K | 0.01% | +1+0.3% | Added |
| Pacitti Group Inc. | 360 | $39.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 376 | $41.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 375 | $41.0K | 0.03% | +2+0.5% | Added |
| Duncker Streett & Co Inc | 400 | $44.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 403 | $44.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 420 | $46.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 429 | $47.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 438 | $48.0K | 0.00% | −7−1.6% | Reduced |
| Hanson & Doremus Investment Management | 537 | $50.0K | 0.01% | 00.0% | Unchanged |
| Hexavest Inc. | 483 | $53.0K | 0.00% | −1,194−71.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 502 | $55.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 535 | $59.0K | 0.02% | −594−52.6% | Reduced |
| Newfound Research LLC | 534 | $59.0K | 0.12% | +2+0.4% | Added |
| CNB Bank | 552 | $61.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 559 | $62.0K | 0.00% | +559 | New |
| First Horizon Advisors, Inc. | 586 | $64.0K | 0.00% | +200+51.8% | Added |
| Denali Advisors LLC | 600 | $66.0K | 0.03% | −400−40.0% | Reduced |
| Parisi Gray Wealth Management | 600 | $66.0K | 0.02% | +600 | New |