| Thompson Siegel & Walmsley LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Prestige Wealth Management Group LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1 | $1.00K | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $1.33K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $1.96K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $2.00K | 0.00% | +3 | New |
| Lee Financial Co | 5 | $3.00K | 0.00% | −15−75.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 4 | $3.00K | 0.00% | +2+100.0% | Added |
| Disciplined Investments, LLC | 4 | $3.00K | 0.00% | +4 | New |
| Jones Financial Companies LLLP | 6 | $4.00K | 0.00% | −2−25.0% | Reduced |
| Versant Capital Management, Inc | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 7 | $5.00K | 0.00% | +7 | New |
| Cordant, Inc. | 7 | $5.00K | 0.00% | +7 | New |
| Rocky Mountain Advisers, LLC | 9 | $6.00K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10 | $6.51K | 0.00% | +1+11.1% | Added |
| Ten Capital Wealth Advisors, LLC | 10 | $7.00K | 0.00% | −66−86.8% | Reduced |
| Gemmer Asset Management LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $7.17K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 12 | $8.00K | 0.00% | −50−80.6% | Reduced |
| Private Capital Group, LLC | 12 | $8.00K | 0.00% | −4−25.0% | Reduced |
| JFS Wealth Advisors, LLC | 13 | $8.00K | 0.00% | +8+160.0% | Added |
| MUFG Americas Holdings Corp | 14 | $9.00K | 0.00% | −20−58.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 16 | $10.0K | 0.00% | +16 | New |
| IndexIQ Advisors LLC | 17 | $11.0K | 0.00% | +17 | New |
| Professional Financial Advisors, LLC | 19 | $12.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 18 | $12.0K | 0.00% | +18 | New |
| Capital Advisory Group Advisory Services, LLC | 18 | $12.0K | 0.01% | +18 | New |
| Oliver Lagore Vanvalin Investment Group | 18 | $12.0K | 0.01% | +18 | New |
| Loomis Sayles & Co L P | 20 | $13.0K | 0.00% | −11−35.5% | Reduced |
| Curi Capital | 21 | $13.0K | 0.00% | +2+10.5% | Added |
| Atticus Wealth Management, LLC | 20 | $13.0K | 0.00% | +20 | New |
| Sterling Investment Advisors, Ltd. | 22 | $14.0K | 0.00% | −3−12.0% | Reduced |
| Clear Street Markets LLC | 22 | $14.0K | 0.00% | +22 | New |
| Earnest Partners LLC | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 26 | $17.0K | 0.00% | +1+4.0% | Added |
| Global Retirement Partners, LLC | 30 | $17.0K | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 28 | $18.0K | 0.00% | −28−50.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 27 | $18.0K | 0.00% | +2+8.0% | Added |
| Zions Bancorporation, N.A. | 27 | $18.0K | 0.00% | +3+12.5% | Added |
| CenterStar Asset Management, LLC | – | $19.0K | 0.01% | – | – |
| SJS Investment Consulting Inc. | 30 | $20.0K | 0.01% | +1+3.4% | Added |
| Covestor Ltd | 30 | $20.0K | 0.01% | +13+76.5% | Added |
| CVA Family Office, LLC | 30 | $20.0K | 0.00% | +15+100.0% | Added |
| Smithfield Trust Co | 32 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 35 | $22.0K | 0.00% | +34+3,400.0% | Added |
| Icapital Wealth LLC | 35 | $22.8K | 0.01% | +35 | New |
| Massmutual Trust Co FSB | 36 | $23.0K | 0.00% | +11+44.0% | Added |
| Riverview Trust Co | 36 | $23.0K | 0.02% | +36 | New |
| MV Capital Management, Inc. | 37 | $24.0K | 0.00% | +10+37.0% | Added |
| BDO Wealth Advisors, LLC | 42 | $27.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 41 | $27.0K | 0.00% | +1+2.5% | Added |
| Quent Capital, LLC | 42 | $27.0K | 0.01% | +15+55.6% | Added |
| Lindbrook Capital, LLC | 45 | $29.0K | 0.00% | −8−15.1% | Reduced |
| TCWP LLC | 45 | $29.0K | 0.01% | +45 | New |
| Ossiam | 47 | $31.0K | 0.00% | +47 | New |
| Proequities, Inc. | 50 | $33.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 53 | $35.0K | 0.02% | +53 | New |
| First Horizon Advisors, Inc. | 55 | $36.0K | 0.00% | +15+37.5% | Added |
| FourThought Financial, LLC | 60 | $39.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 65 | $42.0K | 0.01% | +11+20.4% | Added |
| Seldon Capital LP | 69 | $45.0K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 69 | $45.0K | 0.01% | +62+885.7% | Added |
| Federation des caisses Desjardins du Quebec | 73 | $47.6K | 0.00% | −9−11.0% | Reduced |
| Arlington Partners LLC | 86 | $56.0K | 0.02% | −12−12.2% | Reduced |
| Parkside Financial Bank & Trust | 94 | $62.0K | 0.02% | +10+11.9% | Added |
| TD Private Client Wealth LLC | 96 | $62.7K | 0.00% | +2+2.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 99 | $65.0K | 0.00% | +99 | New |
| Lenox Wealth Advisors, LLC | 103 | $66.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 107 | $70.0K | 0.02% | +69+181.6% | Added |
| Capital Directions Investment Advisors, LLC | 107 | $70.0K | 0.02% | +107 | New |