| Alaethes Wealth LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $202 | 0.00% | – | – |
| Tradewinds Capital Management, LLC | 5 | $1.00K | 0.00% | +1+25.0% | Added |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| MCF Advisors LLC | 5 | $1.00K | 0.00% | +5 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Consolidated Planning Corp | 12 | $2.00K | 0.00% | +12 | New |
| RWM Asset Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Enterprise Financial Services Corp | 13 | $3.00K | 0.00% | −41−75.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 13 | $3.00K | 0.00% | +13 | New |
| Bellwether Advisors, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 19 | $3.85K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Your Advocates Ltd., LLP | 20 | $4.00K | 0.00% | +20 | New |
| Orion Capital Management LLC | 22 | $4.00K | 0.00% | +22 | New |
| Sandy Spring Bank | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 26 | $5.00K | 0.00% | +26 | New |
| Resolute Partners Group | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 31 | $6.00K | 0.00% | +31 | New |
| Concord Wealth Partners | 37 | $7.00K | 0.00% | −28−43.1% | Reduced |
| Financial Management Professionals, Inc. | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 36 | $7.00K | 0.00% | +36 | New |
| Kelly Financial Services LLC | 37 | $7.50K | 0.00% | −6,847−99.5% | Reduced |
| Altshuler Shaham Ltd | 40 | $8.00K | 0.00% | −170−81.0% | Reduced |
| MV Capital Management, Inc. | 40 | $8.00K | 0.00% | +16+66.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40 | $8.00K | 0.00% | +40 | New |
| Johnson Midwest Financial, LLC | 38 | $8.00K | 0.01% | +38 | New |
| Reilly Financial Advisors, LLC | 52 | $10.0K | 0.00% | −53−50.5% | Reduced |
| Hudock, Inc. | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 53 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 60 | $12.0K | 0.00% | +60 | New |
| Global Financial Private Client, LLC | 60 | $12.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 62 | $13.0K | 0.00% | −100−61.7% | Reduced |
| Earnest Partners LLC | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 71 | $14.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 70 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 69 | $14.0K | 0.00% | +1+1.5% | Added |
| Wolff Wiese Magana LLC | 68 | $14.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 67 | $14.0K | 0.00% | +8+13.6% | Added |
| Institutional & Family Asset Management, LLC | 74 | $15.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 74 | $15.0K | 0.01% | +24+48.0% | Added |
| Stonebridge Capital Advisors LLC | 76 | $15.0K | 0.00% | +76 | New |
| Exchange Traded Concepts, LLC | 88 | $18.0K | 0.00% | −4,319−98.0% | Reduced |
| TCI Wealth Advisors, Inc. | 89 | $18.0K | 0.00% | +30+50.8% | Added |
| PrairieView Partners, LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 101 | $20.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 97 | $20.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 98 | $20.0K | 0.01% | +7+7.7% | Added |
| Counterpoint Mutual Funds LLC | 100 | $20.0K | 0.02% | +100 | New |
| Kowal Investment Group, LLC | 97 | $20.0K | 0.01% | +97 | New |
| Westside Investment Management, Inc. | 106 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 104 | $21.0K | 0.00% | +2+2.0% | Added |
| Wealth Quarterback LLC | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 105 | $21.0K | 0.01% | +105 | New |
| First Command Bank | 110 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 110 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 110 | $22.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 113 | $23.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 117 | $24.0K | 0.00% | +8+7.3% | Added |
| Heritage Wealth Management, LLC | 124 | $25.0K | 0.01% | −15−10.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 125 | $25.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 124 | $25.0K | 0.00% | +124 | New |
| Better Money Decisions, LLC | 127 | $26.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 127 | $26.0K | 0.01% | +127 | New |
| Valley National Advisers Inc | 146 | $30.0K | 0.01% | −142−49.3% | Reduced |
| Winch Advisory Services, LLC | 155 | $31.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 151 | $31.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 155 | $31.0K | 0.02% | +75+93.8% | Added |
| JJJ Advisors Inc. | 157 | $32.0K | 0.01% | +3+1.9% | Added |
| Wagner Wealth Management, LLC | 154 | $33.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 163 | $33.0K | 0.00% | +163 | New |
| Leonteq Securities AG | 163 | $33.0K | 0.00% | +163 | New |
| Gemmer Asset Management LLC | 166 | $34.0K | 0.00% | −20−10.8% | Reduced |
| Brown Brothers Harriman & Co | 170 | $34.0K | 0.00% | +121+246.9% | Added |
| Whittier Trust Co | 179 | $36.0K | 0.00% | 00.0% | Unchanged |
| RE Advisers Corp | 184 | $37.0K | 0.00% | +66+55.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 187 | $38.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 192 | $38.0K | 0.00% | +192 | New |