| Lynx Investment Advisory | 6 | $364 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $365 | 0.00% | −1−14.3% | Reduced |
| SJS Investment Consulting Inc. | 7 | $426 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $485 | 0.00% | −11−57.9% | Reduced |
| Financial Network Wealth Advisors LLC | 13 | $789 | 0.00% | +13 | New |
| CIBC Private Wealth Group, LLC | 15 | $887 | 0.00% | +15 | New |
| Proequities, Inc. | 16 | $983 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 21 | $1.00K | 0.00% | +1+5.0% | Added |
| Johnson Financial Group, Inc. | 17 | $1.03K | 0.00% | +17 | New |
| Rothschild Investment LLC | 20 | $1.22K | 0.00% | +15+300.0% | Added |
| ICA Group Wealth Management, LLC | 21 | $1.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $1.34K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $1.34K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Larson Financial Group LLC | 38 | $2.32K | 0.00% | +7+22.6% | Added |
| Allworth Financial LP | 40 | $2.62K | 0.00% | +5+14.3% | Added |
| Gradient Investments LLC | 45 | $2.73K | 0.00% | +45 | New |
| Mattson Financial Services, LLC | 45 | $2.73K | 0.00% | +45 | New |
| IFP Advisors, Inc | 49 | $2.98K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 45 | $3.00K | 0.00% | +45 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51 | $3.10K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 51 | $3.10K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 54 | $3.28K | 0.00% | +54 | New |
| GAMMA Investing LLC | 59 | $3.58K | 0.00% | −8−11.9% | Reduced |
| Versant Capital Management, Inc | 62 | $3.77K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 63 | $3.83K | 0.00% | +63 | New |
| Bell Investment Advisors, Inc | 74 | $4.50K | 0.00% | −8−9.8% | Reduced |
| Creative Financial Designs Inc | 75 | $4.55K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 94 | $5.00K | 0.00% | +94 | New |
| Ashton Thomas Private Wealth, LLC | 90 | $5.47K | 0.00% | +90 | New |
| Naples Money Management LLC | 91 | $5.49K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 100 | $6.07K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 100 | $6.10K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 104 | $6.32K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 106 | $6.44K | 0.00% | +55+107.8% | Added |
| Capital Advisors, Ltd. LLC | 118 | $7.00K | 0.00% | −91−43.5% | Reduced |
| Private Wealth Management Group, LLC | 128 | $7.77K | 0.00% | +128 | New |
| Farther Finance Advisors, LLC | 161 | $9.71K | 0.00% | +67+71.3% | Added |
| Global Retirement Partners, LLC | 160 | $9.72K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 165 | $10.0K | 0.01% | +162+5,400.0% | Added |
| Smartleaf Asset Management LLC | 172 | $10.3K | 0.00% | +89+107.2% | Added |
| Hollencrest Capital Management | 192 | $11.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 200 | $12.3K | 0.00% | +200 | New |
| Opal Wealth Advisors, LLC | 215 | $13.1K | 0.00% | +215 | New |
| SOA Wealth Advisors, LLC. | 248 | $15.0K | 0.00% | +3+1.2% | Added |
| Massmutual Trust Co FSB | 261 | $15.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 306 | $18.6K | 0.01% | −535−63.6% | Reduced |
| Parallel Advisors, LLC | 319 | $19.4K | 0.00% | −71−18.2% | Reduced |
| Rise Advisors, LLC | 331 | $20.1K | 0.01% | +4+1.2% | Added |
| Hexagon Capital Partners LLC | 335 | $20.3K | 0.00% | +70+26.4% | Added |
| Quadrant Capital Group LLC | 391 | $23.7K | 0.00% | +16+4.3% | Added |
| MV Capital Management, Inc. | 400 | $24.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 445 | $27.0K | 0.00% | +5+1.1% | Added |
| Fifth Third Bancorp | 461 | $28.0K | 0.00% | −173−27.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 466 | $28.3K | 0.00% | −88−15.9% | Reduced |
| FinTrust Capital Advisors, LLC | 500 | $30.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 506 | $30.7K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 515 | $31.3K | 0.00% | +515 | New |
| SRS Capital Advisors, Inc. | 522 | $31.7K | 0.00% | +522 | New |
| Cohen & Steers, Inc. | 563 | $34.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 566 | $34.4K | 0.00% | +566 | New |
| Nomura Asset Management Co Ltd | 570 | $34.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 700 | $42.5K | 0.02% | −175−20.0% | Reduced |
| Signaturefd, LLC | 744 | $45.2K | 0.00% | −133−15.2% | Reduced |
| Ronald Blue Trust, Inc. | 761 | $46.7K | 0.00% | +161+26.8% | Added |
| EverSource Wealth Advisors, LLC | 780 | $52.0K | 0.00% | +78+11.1% | Added |
| Benjamin Edwards Inc | 924 | $56.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 945 | $57.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,170 | $71.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,223 | $74.3K | 0.00% | +85+7.5% | Added |
| Geneos Wealth Management Inc. | 1,262 | $76.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,390 | $84.4K | 0.01% | +1,390 | New |
| Monetary Management Group Inc | 1,875 | $113.9K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,062 | $125.2K | 0.02% | +2,031+6,551.6% | Added |
| Cedar Mountain Advisors, LLC | 2,852 | $173.2K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,359 | $202.8K | 0.00% | +3,359 | New |
| BTC Capital Management, Inc. | 3,374 | $204.9K | 0.02% | −245−6.8% | Reduced |
| Dupree Financial Group, LLC | 3,391 | $205.9K | 0.09% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,395 | $206.0K | 0.00% | −377−10.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,410 | $207.1K | 0.02% | −14−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,470 | $210.7K | 0.00% | +3,470 | New |
| Wealth Enhancement Advisory Services, LLC | 3,555 | $215.9K | 0.00% | −4−0.1% | Reduced |
| Jones Financial Companies LLLP | 3,612 | $219.4K | 0.00% | +1,301+56.3% | Added |
| Brown Advisory Inc | 3,721 | $226.0K | 0.00% | +3,721 | New |
| Susquehanna International Group, LLP | 3,786 | $229.9K | 0.00% | −1,591−29.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,900 | $236.8K | 0.03% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 4,101 | $242.8K | 0.08% | +45+1.1% | Added |
| Mosaic Family Wealth Partners, LLC | 4,205 | $255.4K | 0.04% | −167−3.8% | Reduced |
| Pathstone Holdings, LLC | 4,233 | $257.5K | 0.00% | +73+1.8% | Added |
| Savant Capital, LLC | 4,318 | $262.2K | 0.00% | +4,318 | New |
| Sequoia Financial Advisors, LLC | 4,423 | $271.1K | 0.00% | +40+0.9% | Added |
| Securian Asset Management, Inc | 4,521 | $274.6K | 0.01% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 4,585 | $278.4K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,687 | $285.0K | 0.00% | −581−11.0% | Reduced |
| Umb Bank N A | 4,724 | $286.9K | 0.00% | −1,695−26.4% | Reduced |
| Sherbrooke Park Advisers LLC | 4,757 | $288.9K | 0.05% | −1,624−25.5% | Reduced |
| Atria Investments LLC | 4,758 | $289.0K | 0.00% | +4,758 | New |
| Public Employees Retirement Association of Colorado | 4,760 | $289.0K | 0.00% | 00.0% | Unchanged |