| SOA Wealth Advisors, LLC. | 3 | $0 | 0.00% | +1+50.0% | Added |
| Thompson Siegel & Walmsley LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| PEAK6 Investments LLC | 5 | $1.00K | 0.00% | +5 | New |
| Crewe Advisors LLC | 5 | $2.00K | 0.00% | −21−80.8% | Reduced |
| Valley National Advisers Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| Alpha Paradigm Partners, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Bartlett & Co. Wealth Management LLC | 9 | $2.87K | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9 | $3.00K | 0.00% | +9 | New |
| Paragon Wealth Strategies, LLC | 9 | $3.00K | 0.00% | +9 | New |
| Trustcore Financial Services, LLC | 8 | $3.00K | 0.00% | +8 | New |
| Strategic Blueprint, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Webster Bank, N. A. | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $4.00K | 0.00% | +11+366.7% | Added |
| Aspire Private Capital, LLC | 16 | $5.00K | 0.00% | −43−72.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 16 | $5.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 18 | $5.74K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $7.00K | 0.00% | −3−12.5% | Reduced |
| Rockbridge Investment Management, LCC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 24 | $7.00K | 0.00% | +24 | New |
| NewSquare Capital LLC | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $8.00K | 0.00% | +25 | New |
| Evolution Wealth Advisors, LLC | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 27 | $9.00K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 28 | $9.00K | 0.00% | +28 | New |
| Gradient Investments LLC | 32 | $10.0K | 0.00% | −4−11.1% | Reduced |
| Loomis Sayles & Co L P | 33 | $11.0K | 0.00% | −32,461−99.9% | Reduced |
| Jones Financial Companies LLLP | 34 | $11.0K | 0.00% | −13−27.7% | Reduced |
| American Research & Management Co. | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 33 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 36 | $11.0K | 0.00% | +36 | New |
| Your Advocates Ltd., LLP | 37 | $12.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 38 | $12.0K | 0.00% | +38 | New |
| Sutton Wealth Advisors Inc. | 40 | $12.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 47 | $14.0K | 0.00% | −664−93.4% | Reduced |
| Earnest Partners LLC | 43 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 53 | $17.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 57 | $18.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 61 | $19.0K | 0.01% | +61 | New |
| Baystate Wealth Management LLC | 62 | $20.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 61 | $20.0K | 0.01% | +3+5.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 63 | $20.0K | 0.00% | +43+215.0% | Added |
| Twin Lakes Capital Management, LLC | 66 | $21.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 65 | $21.0K | 0.00% | +7+12.1% | Added |
| Parkside Financial Bank & Trust | 68 | $22.0K | 0.01% | −4−5.6% | Reduced |
| Ogorek Anthony Joseph | 72 | $22.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 69 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 69 | $22.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 69 | $22.0K | 0.00% | +26+60.5% | Added |
| Resources Management Corp | 75 | $24.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 78 | $25.0K | 0.00% | +33+73.3% | Added |
| Atticus Wealth Management, LLC | 77 | $25.0K | 0.01% | +77 | New |
| Center for Financial Planning, Inc. | 80 | $26.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 84 | $27.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 87 | $28.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 89 | $28.0K | 0.01% | +5+6.0% | Added |
| CoreFirst Bank & Trust | 90 | $29.0K | 0.02% | 00.0% | Unchanged |
| Exos Asset Management LLC | 90 | $29.0K | 0.02% | +90 | New |
| Ironwood Financial, llc | 94 | $30.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 94 | $30.0K | 0.00% | +35+59.3% | Added |
| Delta Asset Management LLC | 100 | $32.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $32.0K | 0.03% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 99 | $32.0K | 0.02% | +99 | New |
| Stonebridge Capital Advisors LLC | 106 | $34.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 114 | $36.0K | 0.00% | +69+153.3% | Added |
| Creative Financial Designs Inc | 117 | $37.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 117 | $37.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 124 | $40.0K | 0.00% | −23−15.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 126 | $40.0K | 0.01% | +115+1,045.5% | Added |
| KB Financial Partners, LLC | 130 | $41.0K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 128 | $41.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 137 | $42.0K | 0.00% | −21−13.3% | Reduced |
| First Horizon Corp | 134 | $42.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 135 | $43.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 135 | $43.0K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 163 | $52.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 170 | $54.0K | 0.06% | +170 | New |
| San Francisco Sentry Investment Group (Ca) | 170 | $54.0K | 0.03% | +170 | New |
| Eagle Bay Advisors LLC | 179 | $59.0K | 0.05% | +179 | New |
| BDO Wealth Advisors, LLC | 200 | $64.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $64.0K | 0.03% | +200 | New |
| Carolinas Wealth Consulting LLC | 205 | $65.0K | 0.01% | 00.0% | Unchanged |